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.
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.
Blackstone Inc. director Joseph Baratta reported an estate-planning gift involving Blackstone Holdings Partnership Units. Interests in a limited liability company associated with him were gifted to a family trust, representing 41,290 Blackstone Holdings Partnership Units, in a bona fide gift transaction at a price of $0 per unit.
The limited liability company continues to hold 4,128,950 Blackstone Holdings Partnership Units, while additional units are held directly and through a family trust. Each partnership unit is exchangeable, subject to partnership agreement conditions, for one share of Blackstone Inc. common stock, and the units have no expiration date.
Blackstone Inc. furnished an update on its performance by announcing financial results for the fourth quarter and full year 2025. The company did this through a press release and detailed presentation dated January 29, 2026, which are referenced in this report.
The press release is included as Exhibit 99.1 and is treated as furnished rather than filed under securities rules. The report is authorized on behalf of Blackstone by its Chief Financial Officer, Michael S. Chae.
Blackstone Inc. Chief Accounting Officer David Payne reported receiving a grant of 1,656 shares of common stock on January 12, 2026 at a price of $0 per share. These are deferred restricted shares granted under the Amended and Restated 2007 Equity Incentive Plan.
The award will vest in three equal installments of 552 shares on January 1, 2027, January 1, 2028, and January 1, 2029, subject to Payne’s continued employment with Blackstone. As the deferred restricted shares vest, the underlying shares will be delivered to him, with the possibility of earlier delivery if there is a change in control of Blackstone. Following this grant, Payne beneficially owns 56,144 shares of Blackstone common stock directly.