Welcome to our dedicated page for Blackstone SEC filings (Ticker: BX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Blackstone Inc. filings document the public-company disclosures of an alternative asset manager with common stock listed on the New York Stock Exchange under BX. The filing record includes 8-K reports for quarterly and annual results, earnings presentations, dividend declarations, realization updates and Regulation FD disclosures tied to Blackstone’s investment-management economics.
Blackstone’s SEC filings also cover capital-structure activity, including senior note offerings by Blackstone Reg Finance Co. L.L.C., guarantees by Blackstone and related holding entities, supplemental indentures, shelf registration use, exhibits and amendments to furnished earnings materials. These documents record formal disclosures on financial condition, material agreements, securities issuance, guarantor structure and recurring public-company reporting obligations.
BREYER JAMES reported acquisition or exercise transactions in this Form 4 filing.
Blackstone Inc. director James Breyer received a grant of 1,961 shares of common stock as a deferred restricted share award. The grant was made at a price of $0.00 per share under the Amended and Restated 2007 Equity Incentive Plan.
These deferred restricted shares will vest, and the underlying shares will be delivered, on April 1, 2027, subject to his continued service on Blackstone Inc.’s board of directors. Following this award, Breyer directly holds 70,867 shares of Blackstone common stock.
Sawhney Vikrant reported acquisition or exercise transactions in this Form 4 filing.
Blackstone Inc. Chief Administrative Officer Vikrant Sawhney received a grant of 129,077 shares of Blackstone common stock as deferred restricted shares under the Amended and Restated 2007 Equity Incentive Plan. The grant was recorded at a price of $0.00 per share as compensation, not a market purchase.
Following the award, he holds 929,683 shares directly. The deferred restricted shares vest over several dates: 12,908 shares on July 1, 2027; 12,908 shares on July 1, 2028; 25,815 shares on July 1, 2029; 38,723 shares on July 1, 2030; and 38,723 shares on July 1, 2031. As these shares vest, they will be delivered to him, though one quarter of each vested tranche will be held back and delivered on a future date under his award agreement, and they may be delivered earlier upon a change in control of Blackstone.
He also has 17,600 Blackstone shares held indirectly in a grantor retained annuity trust, for which he serves as investment trustee. Certain transfers between the trust and Mr. Sawhney were exempt from reporting under Rule 16a-13.
The Vanguard Group filed Amendment No. 5 to Schedule 13G/A reporting 0 shares of Common Stock of Blackstone Inc. The amendment explains an internal realignment on January 12, 2026 after which certain Vanguard subsidiaries report holdings separately in reliance on SEC Release No. 34-39538.
The filing states The Vanguard Group has no voting or dispositive power over Blackstone Inc. common stock as reported here. The form is signed by Ashley Grim, Head of Global Fund Administration, dated 03/26/2026.
Blackstone Inc. provided an intra-quarter update on realization activity for the first quarter of 2026. For the period from January 1, 2026 to March 24, 2026, the firm preliminarily expects to record total Realized Performance Revenues and total Realized Principal Investment Income in excess of $680 million, comprised almost entirely of performance revenues.
This estimate includes revenue from investment realizations already closed in the quarter plus certain non-fee related incentive fees and other investment income expected to be realized at quarter end. It excludes fee income, expenses and any realization activity after March 24, 2026, and is not presented as an indication of total segment revenues for the full quarter or of results for any other period.
Entities affiliated with Blackstone Inc. reported sizable open-market buying in Blackstone Private Real Estate Credit & Income Fund. On March 20, 2026, BCRED X Holdings LLC purchased 1,912,045.889 common shares of beneficial interest at $26.15 per share, bringing its holdings to 18,628,294.597 shares.
On the same date, Blackstone Private Multi-Asset Credit & Income Fund bought 956,022.945 common shares at $26.15, increasing its position to 7,117,033.652 shares. Multiple Blackstone-related entities and Stephen A. Schwarzman may be deemed beneficial owners through control relationships, but they generally disclaim beneficial ownership beyond any pecuniary interest.
Blackstone Inc. Chief Legal Officer John G. Finley reported gifting 15,000 shares of Blackstone common stock on March 10, 2026. The Form 4 shows two bona fide gift transfers of 7,500 shares each, including a transfer to a trust where he serves as investment trustee.
After these gifts, Finley directly holds 408,795 common shares and also has additional indirect holdings through several trusts, a grantor retained annuity trust, and a limited liability company for the benefit of himself, his spouse, and family members, as described in the footnotes.
Blackstone Inc. describes its business model, scale and key risks as the world’s largest alternative asset manager. The firm manages more than $1.3 trillion in Total Assets Under Management as of December 31, 2025 across Real Estate, Private Equity, Credit & Insurance, and Multi‑Asset Investing.
Real Estate manages $319.3 billion, Private Equity $416.4 billion, Credit & Insurance $443.0 billion, and Multi‑Asset Investing $96.2 billion of Total AUM. A growing share comes from perpetual capital vehicles and private wealth products, which are highlighted as important, recurring fee and performance revenue drivers.
The filing emphasizes a rigorous investment and risk‑management process, extensive global regulation, and detailed human‑capital programs for its roughly 5,285 employees. It also outlines major risk factors, including macroeconomic volatility, interest‑rate and credit conditions, fundraising pace, and dependence on performance‑based revenues and carried interest subject to potential clawbacks.
Blackstone-affiliated entities reported open-market purchases of Blackstone Private Real Estate Credit & Income Fund common shares. On February 23, 2026, BCRED X Holdings LLC acquired 191,131.498 common shares of beneficial interest at $26.16 per share, bringing its reported holdings to 16,716,248.708 shares.
On the same date, Blackstone Private Multi-Asset Credit & Income Fund acquired 955,657.492 common shares at $26.16 per share, with reported holdings increasing to 6,161,010.707 shares. The filing lists multiple Blackstone-related entities, including Blackstone Inc. and an entity controlled by Stephen A. Schwarzman, as indirect reporting persons.
The reporting persons state they may be deemed to beneficially own the shares held by the Blackstone Holders but generally disclaim beneficial ownership except to the extent of any pecuniary interest, clarifying the indirect nature of these positions.
Blackstone Inc. director Ruth Porat reported open-market purchases of a total of 524.5766 shares of Blackstone common stock on February 17, 2026. The transactions included 149.3840 shares at $131.1099 and 275.6036 shares at $130.2974 held directly, acquired in connection with dividend reinvestment through brokerage accounts. An additional 99.5890 shares at $131.1099 were purchased and are held indirectly by a family limited partnership of which Porat is a general partner.
Blackstone Inc. filed a Form 13F reporting its institutional holdings as managed across affiliated managers. The report lists 263 information-table entries with a total market value of $25,311,211,508 and names 8 other included managers. The filing is signed by Victoria Portnoy on 02-17-2026.