Joel Greenblatt's BX Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 22,849 shares of Blackstone Inc. (BX) worth $3.9 M, representing 0.02% of the portfolio. First purchased in 2020-Q1, this long-term strategic position has been held for 23 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in BX, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2023, adding 7,329 shares. Largest reduction occurred in Q2 2022, reducing 5,392 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Blackstone (BX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Blackstone (BX) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2020 | +9,197 | New Buy | 9,197 | $45.56 |
| Q2 2020 | -9,197 | Sold Out | 9,197 | $0.00 |
| Q1 2021 | +5,903 | New Buy | 5,903 | $74.54 |
| Q2 2021 | +235 | Add 3.98% | 6,138 | $97.10 |
| Q3 2021 | -837 | Reduce 13.64% | 5,301 | $116.39 |
| Q4 2021 | +1,762 | Add 33.24% | 7,063 | $129.41 |
| Q1 2022 | +4,957 | Add 70.18% | 12,020 | $126.96 |
| Q2 2022 | -5,392 | Reduce 44.86% | 6,628 | $91.28 |
| Q3 2022 | +1,728 | Add 26.07% | 8,356 | $83.65 |
| Q4 2022 | -8,356 | Sold Out | 8,356 | $0.00 |
| Q1 2023 | +13,410 | New Buy | 13,410 | $87.84 |
| Q2 2023 | -3,559 | Reduce 26.54% | 9,851 | $92.97 |
| Q3 2023 | +1,661 | Add 16.86% | 11,512 | $107.14 |
| Q4 2023 | +7,329 | Add 63.66% | 18,841 | $130.92 |
| Q1 2024 | -29 | Reduce 0.15% | 18,812 | $131.37 |
| Q2 2024 | +76 | Add 0.40% | 18,888 | $123.80 |
| Q3 2024 | +570 | Add 3.02% | 19,458 | $153.13 |
| Q4 2024 | +1,183 | Add 6.08% | 20,641 | $172.42 |
| Q1 2025 | +546 | Add 2.65% | 21,187 | $139.78 |
| Q2 2025 | +609 | Add 2.87% | 21,796 | $149.58 |
| Q3 2025 | +1,053 | Add 4.83% | 22,849 | $170.85 |
Joel Greenblatt's Blackstone Investment FAQs
Joel Greenblatt first purchased Blackstone Inc. (BX) in Q1 2020, acquiring 9,197 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Blackstone Inc. (BX) for 23 quarters since Q1 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Blackstone Inc. (BX) was in Q1 2023, adding 13,410 shares worth $1.18 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 22,849 shares of Blackstone Inc. (BX), valued at approximately $3.9 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Blackstone Inc. (BX) represents approximately 0.02% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in Blackstone Inc. (BX) was 22,849 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.