BX Insider Trading

Blackstone Inc. (BX) operates in the Financial Services sector, specifically the Asset Management industry, with a market capitalization near $122.25B, listed on NYSE, employing roughly 5,285 people, carrying a beta of 1.59 to the broader market. Blackstone Inc. Led by Stephen Allen Schwarzman, public since 2007-06-22.

In the last 12 months, Blackstone Inc. insiders made 15 buy transactions and 9 sale transactions.

DateNameTypeSharesPriceValue
Sep 18, 2026Baratta JosephS-Sale42,246$123.35$5.2M
Sep 18, 2026Baratta JosephS-Sale57,754$124.13$7.2M
Aug 12, 2026Finley John GS-Sale19,802$146.80$2.9M
Aug 12, 2026Finley John GS-Sale25,198$147.36$3.7M
Aug 12, 2026Payne DavidS-Sale9,500$145.23$1.4M
Aug 12, 2026Porat RuthP-Purchase245.02$137.10$33.6K
Aug 12, 2026Porat RuthP-Purchase126.071$137.32$17.3K
Aug 12, 2026Porat RuthP-Purchase84.047$137.32$11.5K
Aug 5, 2026Sawhney VikrantS-Sale18,408$135.29$2.5M
Aug 5, 2026Sawhney VikrantS-Sale11,592$135.96$1.6M

BX Insider Activity by Quarter

Reported Form 4 and Form 5 lines under BX's own SEC company ID, by transaction date, back to Q4 2024. Purchases and sales are code P / S (open market or private) in the company's shares; other lines are purchases and sales of other securities (options, warrants, preferred), awards, exercises, tax withholding, gifts and other acquisitions and dispositions. Later filings and amendments can change the current quarter. Earlier quarters are not shown: the filings read reach back to Dec 8, 2021, and a quarter counts only when every filing for it was read. 154 lines filed under another SEC company ID are not counted.

QuarterPurchasesBoughtSalesSoldOther Lines
Q4 2026 (so far)0N/A0N/A0
Q3 20263$62.4K7$24.4M2
Q2 20263$54.0K2$3.8M11
Q1 20263$68.6K0N/A10
Q4 20256$4.1M0N/A5
Q3 20253$46.7K9$50.7M6
Q2 20253$40.3K2$3.5M8
Q1 20253$61.9K0N/A8
Q4 20243$36.8K5$25.0M6

Filings Under Another SEC Company ID

154 filing lines on file were filed under an SEC company ID (CIK) other than BX's (1393818). Such a filing can be a predecessor company's (one that reorganized, redomiciled or converted files under a new CIK), a former holder of the BX ticker's, or another company's that BX or its insiders report holding; the CIK alone does not say which. They are not counted in the figures above.

CIKLinesDatesSecurities
17847001Sep 30, 2026Common Stock
20497336Jun 23, 2026 to Sep 23, 2026Common Shares of Beneficial Interest
183004320Mar 8, 2023 to Dec 3, 2023Common Units of Buzz Holdings L.P., Class A Common Stock
169278720Nov 3, 2022 to Nov 8, 2023Class A Common Stock, Consideration Allocation Rights
8899002Aug 14, 2023 to Sep 1, 2023Common Stock
180910436Nov 17, 2022 to Aug 22, 2023Class A common stock, Class A Units, Class V common stock
17962094Nov 3, 2022 to Aug 14, 2023Common Stock, 5.5% Series B Perpetual Convertible Preferred Stock
182893723Jan 12, 2023 to Aug 10, 2023LLC Units of Finance of America Equity Capital LLC, Class A Common Stock
18270752Mar 14, 2023 to Jun 15, 2023Common Stock
18287235Oct 3, 2022 to Jun 14, 2023Class A Common Stock
138365031Mar 27, 2023 to Apr 3, 2023Common Units
17139521Mar 10, 2023Class A Common Stock
19415363Jan 24, 2023Common Stock

BX Institutional Ownership (13F)

As of Jun 30, 2026 (Q2 2026), 2,145 institutions reported holding 539,394,701 BX shares, valued at $63.40B as reported, 45.7% of its market cap (market cap of Jun 26, 2026). That is +13 institutions from the quarter before. Among managers whose reports for both quarters are comparable, 139 opened a position, 110 closed one, 955 added and 730 trimmed.

Top Holders, Q2 2026

ManagerSharesValueChange
BlackRock, Inc.51,943,245$6.11B-759,445
VANGUARD CAPITAL MANAGEMENT LLC48,510,319$5.71B+200,525
MORGAN STANLEY34,842,332$4.10B+2,347,894
STATE STREET CORP32,463,609$3.82B+435,908
CHARLES SCHWAB INVESTMENT MANAGEMENT INC23,500,355$2.77B+2,140,746
JPMORGAN CHASE & CO19,156,246$2.20B+3,227,936
GEODE CAPITAL MANAGEMENT, LLC18,366,521$2.15B+48,743
VANGUARD PORTFOLIO MANAGEMENT LLC15,767,752$1.86B-270,246
Capital Research Global Investors13,195,066$1.55B-1,545,820
BANK OF AMERICA CORP /DE/11,594,914$1.36B+56,847

By Quarter

QuarterInstitutionsSharesValue
Q2 20262,145539,394,701$63.40B
Q1 20262,132525,020,406$60.34B
Q4 20252,283515,370,667$79.37B
Q3 20252,196536,543,649$91.57B
Q2 20252,096520,617,719$77.85B
Q1 20252,059504,497,840$70.34B
Q4 20242,101512,499,719$88.37B
Q3 20241,908525,562,896$79.73B
Q2 20241,830536,464,892$66.39B

From the SEC's Form 13F data sets: investment managers with $100 million or more in Section 13(f) securities report their holdings each quarter, up to 45 days after it ends; a restated filing replaces the original, and values are as the managers reported them (a position whose price runs about 1,000 times below other managers', from a manager whose positions mostly do, is read as reported in thousands of dollars). The same shares can be reported by more than one manager, so totals can count some twice.

ETFs Holding BX

FundWeight of BXShares (as reported)Value (as reported)Source updated
SCHD Schwab U.S. Dividend Equity ETF2.18%20,985,046$2.37BOct 8, 2026
IVV iShares Core S&P 500 ETF0.12%9,987,014$1.12BOct 8, 2026
SPY State Street SPDR S&P 500 ETF0.12%9,163,084$1.02BOct 8, 2026
XLF State Street Financial Select Sector SPDR ETF1.11%4,951,544$564.6MOct 8, 2026
HDV iShares Core High Dividend ETF1.68%2,212,075$247.4MOct 8, 2026
IWF iShares Russell 1000 Growth ETF0.19%2,211,568$247.3MOct 8, 2026
SPYM State Street SPDR Portfolio S&P 500 ETF0.12%2,000,810$223.7MOct 8, 2026
RSP Invesco S&P 500 Equal Weight ETF0.18%1,512,532$169.1MOct 8, 2026
FDL First Trust Morningstar Dividend Leaders Index Fund2.15%1,466,097$164.0MOct 8, 2026
IVE iShares S&P 500 Value ETF0.28%1,242,662$139.0MOct 8, 2026
FDVV Fidelity High Dividend ETF 1.16%1,067,106$119.3MOct 8, 2026
ITOT iShares Core S&P Total U.S. Stock Market ETF0.11%974,652$109.0MOct 8, 2026
SPYV State Street SPDR Portfolio S&P 500 Value ETF0.29%920,182$103.2MOct 8, 2026
SCHX Schwab U.S. Large-Cap ETF0.12%791,528$89.7MOct 8, 2026
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF1.26%791,435$89.1MOct 8, 2026

From each fund's latest holdings file on record that shows BX's listed security itself. A file counts when its line count is consistent with the fund's reported holdings count (at most twice it plus 10, or at most 1,000 lines for a reported count of exactly 10, which the data source gives many funds as a cap), read with that file or inherited from the fund's last classified file (within 20% of its line count, read within 60 days). Funds whose line for the company could not be confirmed as BX's listed security, or that hold it through underlying funds (look-through), are not listed. Only long positions count: a fund is left out when any of its lines for BX reports a negative weight, share count or value, or none of them above zero (a short position, or figures that disagree). Shares, value and weight are as reported in each fund's file, dated by the data source's last update of that file (not the date of the positions); the weight is BX's share of that fund.

BX Congress Trades

Members of Congress and their households disclosed 50 transactions in BX on file (24 purchases, 26 sales) by 17 members, the latest trade on Apr 13, 2026. The newest 10 are below.

MemberChamberTypeAmountTradedDisclosed
Mark R. Warner (D-VA)SenatePurchase$1,001 - $15,000Apr 13, 2026May 1, 2026
Alan Armstrong (R-OK)SenatePurchase$1,001 - $15,000Mar 27, 2026Jul 20, 2026
Angus S. King, Jr. (I-ME, caucus D)SenateSale (Full)$1,001 - $15,000Feb 13, 2026Mar 23, 2026
Ro Khanna (D-CA-17)HouseSale$1,001 - $15,000Jan 29, 2026Feb 10, 2026
Julie Johnson (D-TX-32)HouseSale (Full)$1,001 - $15,000Dec 18, 2025Jan 16, 2026
Dan Newhouse (R-WA-4)HousePurchase$1,001 - $15,000Dec 11, 2025Jan 15, 2026
Julie Johnson (D-TX-32)HouseSale (Partial)$1,001 - $15,000Nov 13, 2025Dec 12, 2025
Marjorie Taylor Greene (R-GA-14)HousePurchase$1,001 - $15,000Oct 24, 2025Oct 29, 2025
Ro Khanna (D-CA-17)HouseSale$1,001 - $15,000Sep 29, 2025Oct 3, 2025
Ro Khanna (D-CA-17)HousePurchase$1,001 - $15,000Aug 26, 2025Sep 12, 2025

From the periodic transaction reports members of the Senate and the House file under the STOCK Act, within 45 days of a trade (some file later); amounts are the ranges the reports give (a few give an exact amount), and a transaction a later report lists again is counted once. On file: House reports disclosed from Apr 10, 2023 through Oct 14, 2026; Senate reports disclosed from Jan 30, 2014 through Oct 7, 2026. The party is the member's on the trade date. A trade is listed under the company that traded under its ticker on the trade date (dated from Feb 1, 2021, unless the filing describes another company of ours; before that, only when the filing's description of the security is the company's name).

How to Read BX Insider Activity

Net insider sentiment is bullish over the trailing twelve months: 15 buy transactions versus 9 sales. Cluster buying by officers or directors is one of the cleaner insider signals because purchases require personal capital deployment and carry direct SEC scrutiny for material non-public information violations. The transaction table above includes the filer's reporting name, transaction type, share count, per-share price, and total dollar value where computable. For options traders, insider activity is one input to event-driven sizing alongside earnings calendar, analyst-rating cluster moves, and the implied-vol surface. Form 4 filings (the dominant Section 16 reporting form) must be submitted within two business days of the transaction; clusters of buys across multiple insiders within a short window are the strongest informational pattern. SEC EDGAR carries the underlying source filings for verification and additional historical depth.

Learn how insider trading is reported and how to read the data →

Frequently asked BX insider trading questions

How active are BX insiders right now?
Over the trailing twelve months, Blackstone Inc. (BX) insiders made 15 buy transactions and 9 sale transactions. Net insider sentiment over the trailing twelve months tilts to the buy side (15 buys vs 9 sales). The transaction list above shows the most recent filings; each entry includes the insider's name, transaction type, share count, and per-share price.
What counts as an insider transaction?
Section 16 of the Securities Exchange Act requires officers, directors, and 10% beneficial-owner shareholders to disclose changes in their holdings via Form 3 (initial statement), Form 4 (subsequent transactions, filed within two business days), and Form 5 (annual catch-up). Insider transactions cover open-market purchases and sales, exercise of stock options, gifts, and grants. The "transaction type" field on each row distinguishes these subcategories.
Are BX insider buys a bullish signal?
Insider purchases (Type P, made on the open market or privately; the code covers both) carry more informational weight than insider sales: an insider must commit personal capital, and the SEC scrutinizes purchases under Rule 10b5-1 for material non-public information. Sales, by contrast, are often driven by liquidity, tax planning, or pre-scheduled 10b5-1 trading plans rather than negative information. Cluster buying (multiple insiders buying within a short window) is a stronger signal than isolated buys.
How do BX insider transactions affect options pricing?
Insider transaction data does not directly drive implied volatility, but Form 4 disclosures can move single-name IV if the size or timing is unusual (e.g. a large CEO buy ahead of an earnings window). Options markets price the marginal informational content; routine transactions under pre-scheduled plans are typically ignored. For event-driven options sizing, pair the insider transaction history with the upcoming earnings calendar.