BXNYSEInvestment AdviceFiscal year ends December 31
Blackstone Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$107.09+0.48 (+0.45%)
Close on Oct 19, 2026
- Market cap
- $85.66B
- P/E (TTM)
- 24.0
- Dividend yield
- 4.38%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
71.9%
539M of 751M shares
Institutional holders
2,145
176 new, 129 sold out
Net institutional buying
20M
In Q2 2026
Insider trades, 12 months
15 buys · 9 sales
Net sold $23.99M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Capital Management | 55,917,468 | 7.53% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 45,986,530 | 6.50% | 13G (passive) | Dec 31, 2023 |
| Blackstone Life Sciences Associates V (CYM) L.L.C. | 23,750,917 | 8.80% | 13D (active) amendment | May 17, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 51,943,245 | 6.92% | $6.11B | −759,445 | 0.09% |
| Vanguard Capital Management LLC | 48,510,319 | 6.46% | $5.71B | +200,525 | 0.12% |
| Morgan Stanley | 34,842,332 | 4.64% | $4.10B | +2,347,894 | 0.22% |
| State Street Corp | 32,463,609 | 4.32% | $3.82B | +435,908 | 0.11% |
| Charles Schwab Investment Management Inc | 23,500,355 | 3.13% | $2.77B | +2,140,746 | 0.37% |
| JPMorgan Chase & Co | 19,156,246 | 2.55% | $2.20B | +3,227,936 | 0.12% |
| Geode Capital Management, LLC | 18,366,521 | 2.45% | $2.15B | +48,743 | 0.11% |
| Vanguard Portfolio Management LLC | 15,767,752 | 2.10% | $1.86B | −270,246 | 0.08% |
| Capital Research Global Investors | 13,195,066 | 1.76% | $1.55B | −1,545,820 | 0.22% |
| Bank Of America Corp /De/ | 11,594,914 | 1.54% | $1.36B | +56,847 | 0.09% |
| Goldman Sachs Group Inc | 8,738,575 | 1.16% | $1.03B | +1,225,175 | 0.09% |
| UBS Group AG | 7,311,475 | 0.97% | $860.34M | −152,061 | 0.11% |
| Northern Trust Corp | 6,935,671 | 0.92% | $816.12M | −207,610 | 0.09% |
| Capital World Investors | 6,935,655 | 0.92% | $816.12M | +8,790 | 0.10% |
| Norges Bank | 6,719,504 | 0.90% | $790.68M | New | 0.08% |
| Wells Fargo & Company/Mn | 6,396,724 | 0.85% | $752.70M | +829,944 | 0.12% |
| Clearbridge Investments, LLC | 5,912,077 | 0.79% | $695.67M | +2,855,787 | 0.58% |
| Legal & General Group Plc | 5,143,770 | 0.69% | $605.27M | +253,693 | 0.13% |
| Aristotle Capital Management, LLC | 4,964,102 | 0.66% | $584.13M | −252,416 | 1.23% |
| Royal Bank of Canada | 4,850,489 | 0.65% | $570.76M | +153,414 | 0.08% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 2,145 | 539M | 71.9% | 176 / 958 | 730 / 129 | 44M | 24M |
| Q1 2026 | 2,132 | 525M | 69.9% | 191 / 920 | 799 / 315 | 148M | 62M |
| Q4 2025 | 2,283 | 515M | 68.7% | 288 / 932 | 758 / 165 | 42M | 62M |
| Q3 2025 | 2,205 | 537M | 71.6% | 227 / 936 | 707 / 104 | 58M | 43M |
| Q2 2025 | 2,111 | 523M | 69.7% | 171 / 990 | 666 / 115 | 38M | 29M |
| Q1 2025 | 2,083 | 515M | 68.6% | 176 / 897 | 720 / 188 | 35M | 33M |
| Q4 2024 | 2,133 | 516M | 68.7% | 301 / 775 | 761 / 72 | 30M | 46M |
| Q3 2024 | 1,935 | 534M | 71.2% | 202 / 759 | 692 / 106 | 86M | 18M |
| Q2 2024 | 1,861 | 513M | 68.4% | 142 / 754 | 673 / 110 | 21M | 68M |
| Q1 2024 | 1,847 | 561M | 74.8% | 166 / 712 | 683 / 98 | 54M | 33M |
| Q4 2023 | 1,807 | 541M | 72.1% | 254 / 618 | 711 / 84 | 62M | 17M |
| Q3 2023 | 1,665 | 498M | 66.3% | 199 / 628 | 589 / 98 | 76M | 42M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BX | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 23,584,956 | 3.14% | $2.78B | 0.12% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 19,249,451 | 2.56% | $2.27B | 0.14% | Jun 30, 2026 |
| Schwab U.S. Dividend Equity ETF | 17,882,047 | 2.38% | $2.09B | 2.20% | May 31, 2026 |
| iShares Core S&P 500 ETF | 10,218,812 | 1.36% | $1.20B | 0.14% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 9,580,975 | 1.28% | $1.12B | 0.13% | May 31, 2026 |
| Washington Mutual Investors Fund | 6,425,041 | 0.86% | $820.80M | 0.38% | Jul 31, 2026 |
| American Mutual Fund | 5,286,242 | 0.70% | $675.32M | 0.57% | Jul 31, 2026 |
| State Street(R) Financial Select Sector SPDR(R) ETF | 5,024,679 | 0.67% | $591.25M | 1.15% | Jun 30, 2026 |
| Vanguard Growth Index Fund | 4,395,667 | 0.59% | $517.24M | 0.14% | Jun 30, 2026 |
| Vanguard Institutional Index Fund | 4,032,860 | 0.54% | $474.55M | 0.14% | Jun 30, 2026 |
| Vanguard Value Index Fund | 3,531,108 | 0.47% | $415.51M | 0.16% | Jun 30, 2026 |
| JPMorgan U.S. Equity Fund | 3,491,756 | 0.47% | $410.87M | 1.23% | Jun 30, 2026 |
| Vanguard High Dividend Yield Index Fund | 2,997,471 | 0.40% | $382.93M | 0.39% | Jul 31, 2026 |
| Capital World Growth & Income Fund | 2,347,122 | 0.31% | $274.54M | 0.17% | May 31, 2026 |
| Capital Income Builder | 2,296,972 | 0.31% | $293.44M | 0.22% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Jonathan Gray | President & COO, Director | 5,026,049 | 0.67% | Apr 3, 2026 |
| John G. Finley | Chief Legal Officer | 867,154 | 0.12% | Aug 12, 2026 |
| David Payne | Chief Accounting Officer | 64,448 | 0.01% | Aug 12, 2026 |
| Vikrant Sawhney | Chief Administrative Officer | 887,269 | 0.12% | Aug 5, 2026 |
| Michael Chae | CFO & Vice Chairman | 1,533,475 | 0.20% | Apr 3, 2026 |
| Joseph Baratta | Director | 2,029,356 | 0.27% | Sep 18, 2026 |
| Ruth Porat | Director | 54,721 | 0.01% | Aug 12, 2026 |
| William G. Parrett | Director | 243,548 | 0.03% | Aug 5, 2026 |
| Rochelle B. Lazarus | Director | 113,696 | 0.02% | Apr 3, 2026 |
| James Breyer | Director | 93,954 | 0.01% | Apr 3, 2026 |
| Reginald J. Brown | Director | 25,415 | 0.00% | Apr 3, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Joseph Baratta Director | Sep 18, 2026 | Sale | −42,246 | $123.35 | $5.21M | 829,353 |
| Joseph Baratta Director | Sep 18, 2026 | Sale | −57,754 | $124.13 | $7.17M | 771,599 |
| David Payne Chief Accounting Officer | Aug 11, 2026 | Sale | −9,500 | $145.23 | $1.38M | 64,448 |
| John G. Finley Chief Legal Officer | Aug 11, 2026 | Sale | −25,198 | $147.36 | $3.71M | 516,017 |
| John G. Finley Chief Legal Officer | Aug 11, 2026 | Sale | −19,802 | $146.80 | $2.91M | 541,215 |
| Ruth Porat Director | Aug 10, 2026 | Buy | +126.07 | $137.32 | $17.31K | 41,944 |
| Ruth Porat Director | Aug 10, 2026 | Buy | +84.05 | $137.32 | $11.54K | 9,031 |
| Ruth Porat Director | Aug 10, 2026 | Buy | +245.02 | $137.10 | $33.59K | 42,189 |
| Vikrant Sawhney Chief Administrative Officer | Aug 4, 2026 | Sale | −11,592 | $135.96 | $1.58M | 869,669 |
| Vikrant Sawhney Chief Administrative Officer | Aug 4, 2026 | Sale | −18,408 | $135.29 | $2.49M | 881,261 |
| William G. Parrett Director | Aug 3, 2026 | Other | +1,500 | – | – | 66,571 |
| William G. Parrett Director | Aug 3, 2026 | Other | −1,500 | – | – | 30,029 |
| Ruth Porat Director | May 11, 2026 | Buy | +83.74 | $122.77 | $10.28K | 8,947 |
| Ruth Porat Director | May 11, 2026 | Buy | +125.61 | $122.77 | $15.42K | 41,588 |
| Ruth Porat Director | May 11, 2026 | Buy | +229.5 | $123.19 | $28.27K | 41,818 |
| Vikrant Sawhney Chief Administrative Officer | May 1, 2026 | Sale | −16,965 | $125.55 | $2.13M | 912,718 |
| Vikrant Sawhney Chief Administrative Officer | May 1, 2026 | Sale | −13,049 | $126.11 | $1.65M | 899,669 |
| Rochelle B. Lazarus Director | Apr 1, 2026 | Award | +1,961 | – | – | 59,707 |
| Jonathan Gray President & COO, Director | Apr 1, 2026 | Award | +302,662 | – | – | 3,678,417 |
| John G. Finley Chief Legal Officer | Apr 1, 2026 | Award | +152,222 | – | – | 561,017 |
| Ruth Porat Director | Apr 1, 2026 | Award | +1,961 | – | – | 41,463 |
| James Breyer Director | Apr 1, 2026 | Award | +1,961 | – | – | 70,867 |
| Vikrant Sawhney Chief Administrative Officer | Apr 1, 2026 | Award | +129,077 | – | – | 929,683 |
| Joseph Baratta Director | Apr 1, 2026 | Award | +124,626 | – | – | 871,599 |
| William G. Parrett Director | Apr 1, 2026 | Award | +2,048 | – | – | 31,529 |
| Reginald J. Brown Director | Apr 1, 2026 | Award | +1,961 | – | – | 21,462 |
| Michael Chae CFO & Vice Chairman | Apr 1, 2026 | Award | +152,667 | – | – | 1,168,335 |
| David Payne Chief Accounting Officer | Apr 1, 2026 | Award | +17,804 | – | – | 73,948 |
| John G. Finley Chief Legal Officer | Mar 10, 2026 | Gift | +7,500 | – | – | 7,500 |
| John G. Finley Chief Legal Officer | Mar 10, 2026 | Gift | −7,500 | – | – | 408,795 |
| Ruth Porat Director | Feb 17, 2026 | Buy | +149.38 | $131.11 | $19.59K | 39,226 |
| Ruth Porat Director | Feb 17, 2026 | Buy | +99.59 | $131.11 | $13.06K | 8,863 |
| Ruth Porat Director | Feb 17, 2026 | Buy | +275.6 | $130.30 | $35.91K | 39,502 |
| Vikrant Sawhney Chief Administrative Officer | Jan 12, 2026 | Award | +29,458 | – | – | 766,706 |
| Michael Chae CFO & Vice Chairman | Jan 12, 2026 | Award | +41,174 | – | – | 1,015,668 |
| David Payne Chief Accounting Officer | Jan 12, 2026 | Award | +1,656 | – | – | 56,144 |
| John G. Finley Chief Legal Officer | Jan 12, 2026 | Award | +14,959 | – | – | 468,795 |
| Jonathan Gray President & COO, Director | Jan 12, 2026 | Award | +51,216 | – | – | 3,375,755 |
| Joseph Baratta Director | Jan 12, 2026 | Award | +51,216 | – | – | 746,973 |
| William G. Parrett Director | Nov 12, 2025 | Gift | +2,244 | – | – | 65,071 |
| William G. Parrett Director | Nov 12, 2025 | Gift | −2,244 | – | – | 29,481 |
| Ruth Porat Director | Nov 10, 2025 | Buy | +117.19 | $143.40 | $16.81K | 38,870 |
| Ruth Porat Director | Nov 10, 2025 | Buy | +207 | $148.92 | $30.83K | 39,077 |
| Ruth Porat Director | Nov 10, 2025 | Buy | +78.13 | $143.40 | $11.20K | 8,763 |
| William G. Parrett Director | Nov 9, 2025 | Award | +1,529 | – | – | 31,725 |
| James Breyer Director | Nov 4, 2025 | Buy | +3,700 | $142.89 | $528.69K | 58,706 |
| James Breyer Director | Nov 4, 2025 | Buy | +10,200 | $144.21 | $1.47M | 68,906 |
| James Breyer Director | Oct 29, 2025 | Buy | +13,170 | $151.23 | $1.99M | 55,006 |
| Joseph Baratta Director | Sep 25, 2025 | Sale | −3,798 | $176.40 | $669.97K | 695,757 |
| Joseph Baratta Director | Sep 25, 2025 | Sale | −109,202 | $175.67 | $19.18M | 699,555 |
| Reginald J. Brown Director | Sep 15, 2025 | Award | +1,150 | – | – | 19,501 |
| John G. Finley Chief Legal Officer | Sep 9, 2025 | Gift | −10,000 | – | – | 22,523 |
| John G. Finley Chief Legal Officer | Sep 8, 2025 | Sale | −21,500 | $171.46 | $3.69M | 453,836 |
| Vikrant Sawhney Chief Administrative Officer | Aug 14, 2025 | Sale | −8,033 | $174.69 | $1.40M | 737,248 |
| Vikrant Sawhney Chief Administrative Officer | Aug 14, 2025 | Sale | −24,362 | $172.99 | $4.21M | 763,736 |
| Vikrant Sawhney Chief Administrative Officer | Aug 14, 2025 | Sale | −18,455 | $174.04 | $3.21M | 745,281 |
| Ruth Porat Director | Aug 11, 2025 | Buy | +52.39 | $169.72 | $8.89K | 8,685 |
| Ruth Porat Director | Aug 11, 2025 | Buy | +143.42 | $170.61 | $24.47K | 38,753 |
| Ruth Porat Director | Aug 11, 2025 | Buy | +78.59 | $169.72 | $13.34K | 38,609 |
| David Payne Chief Accounting Officer | Aug 7, 2025 | Sale | −9,400 | $169.97 | $1.60M | 54,488 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Joseph Baratta Officer | Sep 18, 2026 | 100,000 | $12.38M | Sep 18, 2026 | Vesting of restricted stock unit awards |
| John G. Finley Officer | Aug 11, 2026 | 45,000 | $6.62M | Aug 11, 2026 | Vesting of restricted stock unit awards |
| David Payne Officer | Aug 11, 2026 | 9,500 | $1.38M | Aug 11, 2026 | Vesting of restricted stock unit awards |
| Vikrant Sawhney Officer | Aug 4, 2026 | 30,000 | $4.07M | Aug 4, 2026 | Vesting if restricted stock unit awards |
| Vikrant Sawhney Officer | May 1, 2026 | 30,014 | $3.78M | May 1, 2026 | Vesting of restricted stock unit awards |
| Joseph Baratta Officer | Sep 25, 2025 | 113,000 | $19.85M | Sep 25, 2025 | Vesting of restricted stock unit award |
| John G. Finley Officer | Sep 8, 2025 | 21,500 | $3.69M | Sep 8, 2025 | Vesting of restricted stock unit award |
| Vikrant Sawhney Officer | Aug 14, 2025 | 50,850 | $8.83M | Aug 14, 2025 | Vesting of restricted stock unit award |
| David Payne Officer | Aug 7, 2025 | 9,400 | $1.60M | Aug 7, 2025 | Vesting of restricted stock unit award |
| Joseph Baratta Officer | Aug 5, 2025 | 100,000 | $16.74M | Aug 5, 2025 | Vesting of restricted stock unit award |
| Charitable Foundation Blackstone Affiliate | Jun 23, 2025 | 142,857 | $19.67M | Jun 23, 2025 | Blackstone Holdings partnership units |
| John G. Finley Officer | May 8, 2025 | 25,000 | $3.46M | May 8, 2025 | Vesting of restricted stock unit award |
| John G. Finley Officer | Nov 7, 2024 | 42,249 | $7.43M | Nov 7, 2024 | Vesting of restricted stock unit award |
| Joseph Baratta Officer | Oct 1, 2024 | 116,448 | $17.56M | Oct 1, 2024 | Vesting of restricted stock unit award |
| John G. Finley Officer | Aug 7, 2024 | 35,000 | $4.61M | Aug 7, 2024 | Vesting of restricted stock unit award |