Blackstone Inc. (BX) shareholders
BXNYSEInvestment AdviceFiscal year ends December 31
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Nov 6, 2026Score 10/308% above fair value
$120.19+1.65 (+1.39%)
Close on Nov 13, 2026Market cap $90.22BP/E 26.9Yield 3.90%
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
12 buys · 9 sales
Net sold $27.98M
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. Joint filing with BXLS V Autobahn L.P. (8.80%), Blackstone Clarus GP L.L.C. (8.80%) and 5 more | 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)
706 funds held BX in Q2 2026, 61% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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 | 3,678,417 | 0.49% | Apr 3, 2026 |
| John G. Finley | Chief Legal Officer | 514,017 | 0.07% | Nov 13, 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 | 1,168,335 | 0.16% | Apr 3, 2026 |
| Ruth Porat | Director | 51,673 | 0.01% | Nov 12, 2026 |
| Joseph Baratta | Director | 829,353 | 0.11% | Sep 18, 2026 |
| William G. Parrett | Director | 96,600 | 0.01% | Aug 5, 2026 |
| Rochelle B. Lazarus | Director | 62,657 | 0.01% | Apr 3, 2026 |
| James Breyer | Director | 70,867 | 0.01% | Apr 3, 2026 |
| Reginald J. Brown | Director | 21,462 | 0.00% | Apr 3, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| John G. Finley Chief Legal Officer | Nov 13, 2026 | Gift | +35,000 | – | – | 35,000 |
| John G. Finley Chief Legal Officer | Nov 13, 2026 | Gift | −35,000 | – | – | 479,017 |
| Ruth Porat Director | Nov 9, 2026 | Buy | +84.338 | $119.92 | $10.11K | 9,115 |
| Ruth Porat Director | Nov 9, 2026 | Buy | +242.515 | $121.38 | $29.44K | 42,558 |
| Ruth Porat Director | Nov 9, 2026 | Buy | +126.507 | $119.92 | $15.17K | 42,315 |
| John G. Finley Chief Legal Officer | Oct 30, 2026 | Gift | +2,000 | – | – | 9,500 |
| John G. Finley Chief Legal Officer | Oct 30, 2026 | Gift | −2,000 | – | – | 514,017 |
| 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 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
2.59%
19M shares short
Days to cover
3.1
At 6M shares a day
Change since last report
+3.0%
From 19M shares
Short volume, 20 days
47.6%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Blackstone's stock actually held short. Settlement fails (shares not delivered on time) peaked at 56,186 shares on Aug 19, 2026 over the last 90 days.
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 |
| Blackstone Charitable Foundation 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 |
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