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Blackstone Inc. (BX)

USD124.03 +1.99 (+1.63%)
US NYSE S&P 500 Financial Services Asset Management
Address 345 Park Avenue 10154
New York City, NY, US
CEO Stephen Allen Schwarzman
IPO 2007-06-22
CIK 1393818 ISIN US09260D1072

Explore sections of this company profile

Also trades on Frankfurt Stock Exchange · BBN1.F (EUR) New York Stock Exchange · BX (USD)
Description

Blackstone Inc. operates as a prominent alternative asset manager, specializing in a broad spectrum of investment strategies. Its expertise encompasses real estate, private equity, credit solutions, comprehensive hedge fund offerings, public debt and equity, multi-asset class approaches, and secondary funds of funds. While often backing nascent businesses, the firm also extends its services to capital markets. Its real estate division targets diverse opportunities: high-potential opportunistic ventures, core-plus assets, and stable, income-generating commercial properties. Additionally, it engages in debt investments secured by commercial real estate. These activities span North America, Europe, and Asia. Blackstone's global private equity arm executes varied transactions, including substantial buyouts, mid-market acquisitions, special situations, and distressed mortgage loans. They also manage "buy and build" platforms, which involve consolidating multiple acquisitions under a single management team, alongside growth equity and development projects, often taking significant majority stakes or minority positions in operating companies. The scope of its investments covers sectors like shipping, real estate, corporate and consumer debt, and greenfield alternative energy projects in energy, power, and property development. The firm actively seeks opportunities in dislocated markets, shipping, financial institution breakups, reinsurance, and initiatives aimed at improving freight mobility. Key industry focuses further include financial services, healthcare, life sciences, enterprise technology, and consumer goods, including consumer tech. Beyond these, it actively explores investment prospects across Asia and Latin America, typically maintaining a three-year investment period for its ventures. The hedge fund business provides a broad range of commingled and customized fund solutions. Concurrently, its credit division concentrates on loans and securities issued by non-investment grade entities. These span the entire capital structure, encompassing senior debt, subordinated debt, preferred stock, and common equity. Established in 1985, Blackstone Inc. is headquartered in New York City, with a significant global presence through additional offices throughout Asia, Europe, and North America.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Index membership

IndexAddedRemovedStatus
S&P 500 1957-03-04 Active
Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD124.03 +1.99 (+1.63%)
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Volume Profile
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Liquidity & share structure
Average Volume
6M
Beta
1.59
Float Shares
734.46M
Free Float %
93.8%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.73% -1.91% -6.84% +3.19% -20.10% -24.10% -15.69% +35.41% +26.59% +346.70% +240.09%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

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By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (29 ratings, all time) Buy
Price Targets & DCF
Current price
124.03
Low 130.00 +4.8%
Consensus 156.29 +26.0%
Median 156.00 +25.8%
High 184.00 +48.4%
DCF (Unlevered) 45.04 -63.7%
DCF (Levered) 80.09 -35.4%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 57% Bullish
Rating 2026-05 Change
Strong Buy 4 0
Buy 9 0
Hold 10 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 5
158.60
+27.9%
Last Year 19
168.89
+36.2%
All Time 69
140.45
+13.2%
Quality scores
Altman Z-Score
3.48
Safe zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
6 / 10
Developing
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Asset Management: +17.4%
    +21.6% Q1'26: +39.3% (vs Q1'25)
  • EPS growth Asset Management: +22.7%
    +7.2% Q1'26: +3.7% (vs Q1'25)
  • FCF margin FCF growth · Asset Management: +27.7%
    +28.0% Q1'26: +23.3% (vs Q1'25)
  • EBIT margin Asset Management: +50.6%
    +51.9% Q1'26: +38.8% (vs Q1'25)
  • ROIC Asset Management: +6.5%
    +18.6% Q1'26: +16.6% (vs Q1'25)
  • Share dilution Asset Management: +0.0%
    +1.9% Q1'26: +1.5% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×
    1.84× Q1'26: 2.19× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.63) × ERP
WACC = 87% × Ke + 13% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 45.04 Current price: 124.03
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2008
actual
Dec 2009
actual
Dec 2010
actual
Dec 2011
actual
Dec 2012
actual
Dec 2013
actual
Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
7 Rev. Ana.
14 EPS Ana.
Dec 2027
7 Rev. Ana.
14 EPS Ana.
Dec 2028
2 Rev. Ana.
4 EPS Ana.
Dec 2029
1 Rev. Ana.
2 EPS Ana.
Revenue
-1.02B
est: 54.98M (-1,953.7%)
1.94B
est: 1.57B (+23.3%)
3.34B
est: 2.29B (+46.1%)
2.93B
est: 3.09B (-5.3%)
4.28B
est: 3.15B (+35.9%)
6.99B
est: 5.50B (+27.2%)
7.84B
est: 5.93B (+32.3%)
4.82B
est: 4.84B (-0.3%)
4.46B
est: 4.99B (-10.6%)
5.98B
est: 6.76B (-11.6%)
5.96B
est: 5.88B (+1.3%)
6.37B
est: 5.58B (+14.2%)
5.40B
est: 5.81B (-7.1%)
16.85B
est: 10.58B (+59.3%)
7.45B
est: 12.86B (-42.1%)
7.44B
est: 9.86B (-24.5%)
11.37B
est: 11.38B (-0.1%)
13.83B
est: 12.72B (+8.7%)
14.82B
14.14B – 15.96B
+16.5% YoY
18.63B
17.33B – 20.64B
+25.8% YoY
20.01B
19.35B – 20.68B
+7.4% YoY
14.07B
13.29B – 15.01B
-29.7% YoY
EBITDA
-5.46B
est: -14.02B (+61.1%)
est: -424.42M (+100.0%)
est: -86.83M (+100.0%)
est: -284.24M (+100.0%)
1.15B
est: 790.05M (+46.1%)
3.24B
est: 2.49B (+30.4%)
4.09B
est: 2.27B (+80.1%)
1.92B
est: 1.34B (+42.8%)
2.46B
est: 2.00B (+23.2%)
4.16B
est: 3.32B (+25.3%)
3.57B
est: 1.76B (+102.7%)
3.89B
est: 2.17B (+79.5%)
2.69B
est: 1.15B (+133.0%)
13.63B
est: 5.65B (+141.2%)
3.53B
est: 4.34B (-18.7%)
3.00B
est: 5.48B (-45.3%)
6.50B
est: 6.33B (+2.7%)
7.21B
est: 7.07B (+2.1%)
8.23B
7.86B – 8.87B
+16.5% YoY
10.35B
9.63B – 11.47B
+25.8% YoY
11.12B
10.75B – 11.49B
+7.4% YoY
7.82B
7.38B – 8.34B
-29.7% YoY
EBIT
-5.61B
est: -56.90B (+90.1%)
-158.05M
est: -2.31B (+93.2%)
-162.05M
est: -786.28M (+79.4%)
-207.59M
est: -2.13B (+90.2%)
1.01B
est: 370.70M (+173.8%)
3.15B
est: 2.99B (+5.2%)
3.99B
est: 3.23B (+23.6%)
1.81B
est: 2.63B (-31.1%)
2.38B
est: 2.72B (-12.3%)
4.12B
est: 3.68B (+12.0%)
3.51B
est: 3.20B (+9.8%)
3.82B
est: 3.04B (+25.8%)
2.62B
est: 3.16B (-17.2%)
13.56B
est: 5.75B (+135.7%)
3.46B
est: 6.99B (-50.5%)
2.96B
est: 5.43B (-45.5%)
6.46B
est: 6.27B (+3.0%)
7.18B
est: 7.01B (+2.5%)
8.16B
7.79B – 8.79B
+16.5% YoY
10.26B
9.55B – 11.37B
+25.8% YoY
11.02B
10.66B – 11.39B
+7.4% YoY
7.75B
7.32B – 8.27B
-29.7% YoY
Net Income
-1.16B
est: -15.00B (+92.2%)
-715.29M
est: -655.96M (-9.0%)
-370.03M
est: -275.90M (-34.1%)
-168.30M
est: -969.34M (+82.6%)
218.60M
est: 189.11M (+15.6%)
1.17B
est: 1.02B (+14.8%)
1.58B
est: 1.04B (+52.0%)
709.79M
est: 594.86M (+19.3%)
1.04B
est: 946.71M (+9.7%)
1.47B
est: 1.27B (+16.0%)
1.54B
est: 1.22B (+26.4%)
2.05B
est: 1.95B (+5.2%)
1.05B
est: 674.45M (+55.0%)
5.86B
est: 4.53B (+29.3%)
1.75B
est: 3.02B (-42.2%)
1.39B
est: 2.17B (-36.0%)
2.78B
est: 3.45B (-19.6%)
3.02B
est: 4.18B (-27.8%)
4.65B
4.42B – 4.89B
+11.3% YoY
5.92B
5.45B – 6.39B
+27.2% YoY
6.58B
5.82B – 7.34B
+11.1% YoY
7.47B
6.93B – 8.12B
+13.5% YoY
SGA
503.81M
est: 6.90M (+7,198.2%)
450.87M
est: 392.43M (+14.9%)
492.57M
est: 341.30M (+44.3%)
591.82M
est: 889.12M (-33.4%)
582.57M
est: 438.55M (+32.8%)
501.10M
est: 444.87M (+12.6%)
579.96M
est: 415.91M (+39.4%)
655.60M
est: 615.68M (+6.5%)
593.81M
est: 538.93M (+10.2%)
621.37M
est: 531.15M (+17.0%)
673.36M
est: 832.45M (-19.1%)
697.15M
est: 652.81M (+6.8%)
724.65M
est: 661.12M (+9.6%)
928.22M
est: 719.93M (+28.9%)
1.12B
est: 876.63M (+28.1%)
1.24B
est: 1.19B (+3.6%)
1.38B
est: 1.38B (+0.3%)
1.55B
est: 1.54B (+0.4%)
1.79B
1.71B – 1.93B
+16.5% YoY
2.26B
2.10B – 2.50B
+25.8% YoY
2.42B
2.34B – 2.50B
+7.4% YoY
1.70B
1.61B – 1.82B
-29.7% YoY
EPS
-4.33
est: 0.51 (-957.4%)
-2.48
est: 0.19 (-1,440.5%)
-1.02
est: 0.62 (-264.5%)
-0.35
est: 0.75 (-147.0%)
0.41
est: 1.11 (-63.1%)
2.00
est: 2.13 (-6.1%)
2.60
est: 2.09 (+24.4%)
1.12
est: 1.94 (-42.3%)
1.60
est: 1.97 (-18.9%)
2.21
est: 2.80 (-21.0%)
2.27
est: 2.34 (-3.2%)
3.03
est: 2.25 (+34.7%)
1.50
est: 2.39 (-37.2%)
8.14
est: 4.45 (+82.9%)
2.36
est: 5.05 (-53.3%)
1.84
est: 2.76 (-33.4%)
3.62
est: 4.42 (-18.2%)
3.88
est: 5.36 (-27.6%)
5.96
5.66 – 6.26
+11.2% YoY
7.55
6.98 – 8.18
+26.7% YoY
8.55
7.45 – 9.39
+13.2% YoY
9.56
8.87 – 10.39
+11.9% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-18 TD Cowen Buy Buy Maintain
2026-04-27 Piper Sandler Neutral Neutral Maintain
2026-04-24 JP Morgan Neutral Neutral Maintain
2026-04-22 Citizens Market Outperform Market Outperform Maintain
2026-04-21 Evercore ISI Group Outperform Outperform Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-05-27 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-05-26 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-05-22 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-05-21 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-05-20 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-05-19 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-05-18 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-05-15 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-05-14 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-05-13 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-05-12 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-05-11 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-05-08 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-05-07 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-05-06 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-05-05 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-05-04 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-05-01 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-04-30 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-04-29 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-04-28 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-04-27 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-04-24 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-04-23 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-04-22 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-04-21 B 3/5 4/5 5/5 5/5 1/5 1/5 1/5
2026-04-20 B 3/5 4/5 5/5 5/5 1/5 1/5 1/5
2026-04-17 B 3/5 4/5 5/5 5/5 1/5 1/5 1/5
2026-04-16 B 3/5 4/5 5/5 5/5 1/5 1/5 1/5
2026-04-15 B 3/5 4/5 5/5 5/5 1/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
3.78B
OE per share TTM
4.83
Owner's Yield
2.69%
Maintenance CapEx ratio
14.92%
Maint CapEx / Avg PPE
11.3%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
2,197
Total invested
60.31B
Insider transactions (90d)
2
Beneficial owners (>5%)
23
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Edward C. Johnson 3d 52.77M 10.14% 52.77M IN Delaware 2015-01-12
2 (1) BlackRock, Inc. 45.99M 6.50% 41.66M 45.99M HC Delaware 2024-01-29
3 Wellington Group Holdings LLP 42.74M 6.34% 39.15M HC Massachusetts 2021-02-03
4 Wellington Investment Advisors Holdings LLP 42.74M 6.34% 39.15M HC Massachusetts 2021-02-03
5 Wellington Management Group LLP 42.74M 6.34% 39.15M HC Massachusetts 2021-02-03
6 The Vanguard Group - 23-1945930 39.94M 5.81% 632.0K 38.47M 1.47M IA Pennsylvania 2022-02-09
7 Wellington Management Company LLP 38.72M 5.74% 36.70M IA Massachusetts 2021-02-03
8 AIG BG Holdings LLC 35.74M 11.70% 35.74M OO Delaware 2010-12-17
9 American International Group, Inc. 35.74M 11.70% 35.74M CO Delaware 2010-12-17
10 BXLS V – Autobahn L.P. 21.25M 22.60% 21.25M 21.25M PN 2021-11-16
11 Blackstone Clarus GP L.L.C. 21.25M 22.60% 21.25M 21.25M OO 2021-11-16
12 Blackstone Group Management L.L.C. 21.25M 22.60% 21.25M 21.25M OO 2021-11-16
13 Blackstone Holdings I L.P. 21.25M 22.60% 21.25M 21.25M PN 2021-11-16
14 Blackstone Holdings I/II GP L.L.C. 21.25M 22.60% 21.25M 21.25M OO 2021-11-16
15 Blackstone Inc. 21.25M 22.60% 21.25M 21.25M CO 2021-11-16
16 Blackstone Life Sciences Associates V (CYM) L.L.C. 21.25M 22.60% 21.25M 21.25M OO 2021-11-16
17 Stephen A. Schwarzman 21.25M 22.60% 21.25M 21.25M IN 2021-11-16
18 ING Groep N.V. 18.12M 3.73% 18.12M HC The Netherlands 2014-02-14
19 Abigail P. Johnson 15.02M 2.27% 15.02M IN United States of America 2019-02-13
20 FMR LLC 15.02M 2.27% 1.6K 15.02M HC Delaware 2019-02-13
21 13-3434400 9.82M 11.00% IA Delaware 2012-02-13
22 CREDIT SUISSE AG00-0000000 2.44M 0.50% 2.44M 2.44M BK, HC Switzerland 2014-01-08
23 95-1411037 13.00 5.30% 37.83M 38.11M IA Delaware 2024-11-13

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
2,197
-172 vs prev Q
New positions
190
Closed positions
359
Increased
1,098
Reduced
796
Put/Call ratio
1.70
Calls held
9.54M
Puts held
16.21M
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 MACQUARIE MANAGEMENT HOLDINGS, INC. 612.9K +612.9K (+100.0%) 94.48B +94.5B (+100.0%) 0.08% +0.079 pp 0.14% +0.143 pp USD154.14 +0.0% 1 qtrs NEW
2 VANGUARD GROUP INC 71.67M +840.3K (+1.2%) 11.05B -1.1B (-8.7%) 9.18% +0.125 pp 0.16% -0.021 pp USD82.64 +86.5% 26 qtrs
3 BLACKROCK, INC. 51.43M +809.1K (+1.6%) 7.93B -721.1M (-8.3%) 6.59% +0.116 pp 0.13% -0.017 pp USD153.33 +0.5% 6 qtrs
4 MORGAN STANLEY 32.86M +636.6K (+2.0%) 5.07B -440.4M (-8.0%) 4.21% +0.089 pp 0.30% -0.031 pp USD90.38 +70.5% 26 qtrs
5 STATE STREET CORP 31.54M +179.2K (+0.6%) 4.86B -496.4M (-9.3%) 4.04% +0.031 pp 0.16% -0.023 pp USD101.41 +52.0% 26 qtrs
6 JPMORGAN CHASE & CO 19.97M -4.9M (-19.9%) 3.08B -1.2B (-27.7%) 2.56% -0.627 pp 0.19% -0.062 pp USD128.58 +19.9% 26 qtrs
7 GEODE CAPITAL MANAGEMENT, LLC 17.32M -1.6M (-8.6%) 2.66B -567.4M (-17.6%) 2.22% -0.205 pp 0.16% -0.042 pp USD105.92 +45.5% 26 qtrs
8 CAPITAL WORLD INVESTORS 11.56M -4.5M (-27.8%) 1.78B -955.4M (-34.9%) 1.48% -0.567 pp 0.24% -0.132 pp USD76.71 +100.9% 27 qtrs
9 BANK OF AMERICA CORP /DE/ 11.15M -367.5K (-3.2%) 1.72B -249.2M (-12.7%) 1.43% -0.044 pp 0.13% -0.009 pp USD77.17 +99.7% 26 qtrs
10 ROYAL BANK OF CANADA 8.29M -1.5M (-15.4%) 1.28B -396.5M (-23.7%) 1.06% -0.191 pp 0.21% -0.067 pp USD88.66 +73.9% 26 qtrs
11 NORGES BANK 8.28M +8.3M (+100.0%) 1.28B +1.3B (+100.0%) 1.06% +1.060 pp 0.14% +0.137 pp USD154.14 +0.0% 1 qtrs NEW
12 JANUS HENDERSON GROUP PLC 8.25M +19.4K (+0.2%) 1.26B -147.4M (-10.5%) 1.06% +0.005 pp 0.56% -0.078 pp USD100.62 +53.2% 26 qtrs
13 NORTHERN TRUST CORP 7.17M -150.9K (-2.1%) 1.11B -145.7M (-11.6%) 0.92% -0.018 pp 0.14% -0.019 pp USD98.50 +56.5% 26 qtrs
14 CAPITAL RESEARCH GLOBAL INVESTORS 6.38M +3.2M (+99.2%) 983.69M +436.3M (+79.7%) 0.82% +0.408 pp 0.18% +0.079 pp USD156.35 -1.4% 5 qtrs
15 GOLDMAN SACHS GROUP INC 6.27M +825.5K (+15.2%) 966.05M +36.3M (+3.9%) 0.80% +0.107 pp 0.12% +0.005 pp USD116.15 +32.7% 26 qtrs
16 UBS GROUP AG 5.81M -775.6K (-11.8%) 894.97M -229.5M (-20.4%) 0.74% -0.098 pp 0.15% -0.031 pp USD80.45 +91.6% 26 qtrs
17 EDGEWOOD MANAGEMENT LLC 5.75M -2.1M (-26.9%) 886.76M -457.1M (-34.0%) 0.74% -0.269 pp 4.22% -0.539 pp USD88.03 +75.1% 25 qtrs
18 ARISTOTLE CAPITAL MANAGEMENT, LLC 5.46M -266.1K (-4.7%) 840.90M -136.6M (-14.0%) 0.70% -0.033 pp 1.68% -0.206 pp USD126.13 +22.2% 16 qtrs
19 FMR LLC 5.23M +770.6K (+17.3%) 805.75M +44.3M (+5.8%) 0.67% +0.100 pp 0.04% +0.002 pp USD147.54 +4.5% 26 qtrs
20 WELLS FARGO & COMPANY/MN 5.02M -138.1K (-2.7%) 773.28M -107.4M (-12.2%) 0.64% -0.017 pp 0.14% -0.027 pp USD64.57 +138.7% 26 qtrs
21 LEGAL & GENERAL GROUP PLC 4.63M -49.5K (-1.1%) 713.44M -85.8M (-10.7%) 0.59% -0.005 pp 0.16% -0.021 pp USD83.54 +84.5% 26 qtrs
22 UBS ASSET MANAGEMENT AMERICAS INC 4.38M +323.2K (+8.0%) 675.33M -18.0M (-2.6%) 0.56% +0.042 pp 0.14% -0.008 pp USD115.59 +33.4% 26 qtrs
23 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 4.35M +84.3K (+2.0%) 670.81M -58.3M (-8.0%) 0.56% +0.012 pp 0.10% -0.012 pp USD94.94 +62.4% 26 qtrs
24 BANK OF NEW YORK MELLON CORP 4.19M +180.4K (+4.5%) 645.40M -39.1M (-5.7%) 0.54% +0.024 pp 0.12% -0.018 pp USD94.50 +63.1% 26 qtrs
25 CIBC PRIVATE WEALTH GROUP, LLC 4.00M -59.7K (-1.5%) 617.22M -77.1M (-11.1%) 0.51% -0.007 pp 1.04% -0.145 pp USD57.48 +168.2% 26 qtrs
26 NEUBERGER BERMAN GROUP LLC 3.81M -159.7K (-4.0%) 586.63M -90.9M (-13.4%) 0.49% -0.020 pp 0.44% -0.058 pp USD61.25 +151.7% 26 qtrs
27 CAPITAL INTERNATIONAL INVESTORS 3.67M -1.7M (-31.4%) 565.83M -349.1M (-38.2%) 0.47% -0.214 pp 0.09% -0.059 pp USD62.64 +146.1% 27 qtrs
28 AMUNDI 2.71M +1.2M (+85.6%) 417.62M +173.9M (+71.3%) 0.35% +0.160 pp 0.11% +0.035 pp USD144.60 +6.6% 19 qtrs
29 BARCLAYS PLC 2.53M -208.4K (-7.6%) 390.03M -29.4M (-7.0%) 0.32% -0.026 pp 0.09% -0.014 pp USD139.22 +10.7% 16 qtrs
30 INVESCO LTD. 2.44M -1.7M (-40.6%) 376.09M -325.7M (-46.4%) 0.31% -0.213 pp 0.06% -0.053 pp USD131.20 +17.5% 26 qtrs
31 SUSQUEHANNA INTERNATIONAL GROUP, LLP 2.19M -1.3M (-37.9%) 338.03M -265.0M (-43.9%) 0.28% -0.170 pp 0.04% -0.030 pp USD102.87 +49.8% 26 qtrs
32 BECK MACK & OLIVER LLC 2.15M -4.8K (-0.2%) 331.31M -36.7M (-10.0%) 0.28% 0.000 pp 6.02% -0.677 pp USD48.32 +219.0% 27 qtrs
33 SURGOCAP PARTNERS LP 2.07M +491.3K (+31.0%) 319.70M +49.3M (+18.2%) 0.27% +0.063 pp 8.85% +1.333 pp USD144.02 +7.0% 9 qtrs
34 DEUTSCHE BANK AG\ 2.04M +122.0K (+6.4%) 313.99M -13.2M (-4.0%) 0.26% +0.016 pp 0.10% -0.007 pp USD125.21 +23.1% 26 qtrs
35 NUVEEN, LLC 2.02M +17.1K (+0.9%) 311.76M -30.9M (-9.0%) 0.26% +0.003 pp 0.08% -0.009 pp USD145.25 +6.1% 4 qtrs
36 CITADEL ADVISORS LLC 1.94M -622.9K (-24.3%) 298.40M -138.8M (-31.7%) 0.25% -0.079 pp 0.04% -0.022 pp USD117.55 +31.1% 26 qtrs
37 DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN 1.88M -1.3M (-40.7%) 289.41M -251.7M (-46.5%) 0.24% -0.164 pp 0.25% -0.224 pp USD168.60 -8.6% 26 qtrs
38 RAYMOND JAMES FINANCIAL INC 1.84M -2.7K (-0.1%) 283.93M -31.2M (-9.9%) 0.24% +0.000 pp 0.09% -0.013 pp USD172.34 -10.6% 5 qtrs
39 HSBC HOLDINGS PLC 1.80M +113.0K (+6.7%) 277.56M -8.9M (-3.1%) 0.23% +0.015 pp 0.14% -0.017 pp USD109.94 +40.2% 26 qtrs
40 PRICE T ROWE ASSOCIATES INC /MD/ 1.79M +149.0K (+9.1%) 276.17M -4.5M (-1.6%) 0.23% +0.020 pp 0.03% 0.000 pp USD125.22 +23.1% 26 qtrs
41 FAYEZ SAROFIM & CO 1.73M +459.8K (+36.2%) 266.73M +49.6M (+22.9%) 0.22% +0.059 pp 0.64% +0.137 pp USD115.39 +33.6% 26 qtrs
42 HIGHTOWER ADVISORS, LLC 1.69M -35.0K (-2.0%) 260.94M -34.3M (-11.6%) 0.22% -0.004 pp 0.29% -0.050 pp USD78.23 +97.0% 26 qtrs
43 SUMITOMO MITSUI TRUST HOLDINGS, INC. 1.68M -26.2K (-1.5%) 258.50M -32.5M (-11.2%) 0.21% -0.003 pp 0.15% -0.016 pp USD61.67 +149.9% 26 qtrs
44 JANE STREET GROUP, LLC 1.65M +1.6M (+4,310.9%) 254.74M +248.3M (+3,879.5%) 0.21% +0.207 pp 0.04% +0.038 pp USD153.94 +0.1% 26 qtrs
45 NATIONAL PENSION SERVICE 1.62M +116.9K (+7.8%) 249.61M -7.1M (-2.8%) 0.21% +0.015 pp 0.18% -0.015 pp USD92.70 +66.3% 25 qtrs
46 MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. 1.55M +90.1K (+6.2%) 246.80M -3.3M (-1.3%) 0.20% +0.012 pp 0.17% -0.013 pp USD124.31 +24.0% 25 qtrs
47 BNP PARIBAS ARBITRAGE, SNC 1.49M +277.5K (+22.8%) 230.16M +22.5M (+10.8%) 0.19% +0.036 pp 0.10% -0.007 pp USD160.20 -3.8% 5 qtrs
48 LAZARD ASSET MANAGEMENT LLC 1.48M -2.1M (-59.0%) 228.35M -388.9M (-63.0%) 0.19% -0.272 pp 0.39% -0.444 pp USD136.48 +12.9% 26 qtrs
49 AMERIPRISE FINANCIAL INC 1.47M -1.8M (-55.0%) 226.70M -333.2M (-59.5%) 0.19% -0.230 pp 0.05% -0.077 pp USD86.51 +78.2% 26 qtrs
50 DIMENSIONAL FUND ADVISORS LP 1.43M -9.0K (-0.6%) 219.74M -25.4M (-10.4%) 0.18% -0.001 pp 0.05% -0.007 pp USD79.97 +92.7% 26 qtrs
51 FRANKLIN RESOURCES INC 1.40M -5.4K (-0.4%) 215.95M -24.3M (-10.1%) 0.18% 0.000 pp 0.05% -0.007 pp USD111.15 +38.7% 26 qtrs
52 MILLENNIUM MANAGEMENT LLC 1.40M +734.6K (+110.9%) 215.30M +102.2M (+90.3%) 0.18% +0.094 pp 0.09% +0.042 pp USD158.55 -2.8% 21 qtrs
53 STIFEL FINANCIAL CORP 1.37M +8.0K (+0.6%) 211.66M -21.6M (-9.3%) 0.18% +0.001 pp 0.19% -0.023 pp USD92.75 +66.2% 26 qtrs
54 BLAIR WILLIAM & CO/IL 1.37M +7.4K (+0.5%) 211.02M -21.6M (-9.3%) 0.18% +0.001 pp 0.57% -0.053 pp USD80.41 +91.7% 26 qtrs
55 COLONY GROUP, LLC 1.32M +1.1M (+476.1%) 204.19M +164.9M (+419.4%) 0.17% +0.140 pp 0.23% +0.169 pp USD153.86 +0.2% 9 qtrs
56 EVERCORE WEALTH MANAGEMENT, LLC 1.32M -16.6K (-1.2%) 203.02M -24.8M (-10.9%) 0.17% -0.002 pp 2.98% -0.369 pp USD51.12 +201.5% 26 qtrs
57 LPL FINANCIAL LLC 1.30M -13.0K (-1.0%) 200.38M -23.9M (-10.7%) 0.17% -0.001 pp 0.05% -0.011 pp USD100.94 +52.7% 26 qtrs
58 RHUMBLINE ADVISERS 1.29M -22.2K (-1.7%) 198.10M -25.3M (-11.3%) 0.16% -0.003 pp 0.16% -0.019 pp USD100.23 +53.8% 26 qtrs
59 BROWN ADVISORY INC 1.24M +1.1K (+0.1%) 190.71M -20.5M (-9.7%) 0.16% +0.000 pp 0.27% -0.009 pp USD93.45 +64.9% 26 qtrs
60 MARKEL GROUP INC. 1.23M +— (+0.0%) 189.44M -20.5M (-9.8%) 0.16% +0.000 pp 1.51% -0.194 pp USD48.92 +215.1% 26 qtrs
61 PNC FINANCIAL SERVICES GROUP, INC. 1.16M -27.5K (-2.3%) 179.05M -24.1M (-11.9%) 0.15% -0.003 pp 0.10% -0.025 pp USD100.98 +52.6% 26 qtrs
62 HEARD CAPITAL LLC 1.15M +67.6K (+6.2%) 177.73M -7.7M (-4.2%) 0.15% +0.009 pp 8.34% -0.653 pp USD103.33 +49.2% 25 qtrs
63 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1.10M -9.2K (-0.8%) 169.79M -20.0M (-10.5%) 0.14% -0.001 pp 0.17% -0.025 pp USD97.04 +58.8% 25 qtrs
64 CRYDER CAPITAL PARTNERS LLP 1.09M +280.6K (+34.6%) 168.11M +29.7M (+21.5%) 0.14% +0.036 pp 9.93% +2.293 pp USD96.71 +59.4% 23 qtrs
65 BANK OF MONTREAL /CAN/ 1.05M +129.0K (+14.0%) 162.02M +4.5M (+2.8%) 0.13% +0.017 pp 0.06% -0.004 pp USD113.85 +35.4% 26 qtrs
66 ENSIGN PEAK ADVISORS, INC 1.00M -59.1K (-5.6%) 154.53M -26.8M (-14.8%) 0.13% -0.007 pp 0.27% -0.025 pp USD104.95 +46.9% 25 qtrs
67 CANADA PENSION PLAN INVESTMENT BOARD 996.9K -20.8K (-2.0%) 153.66M -20.2M (-11.6%) 0.13% -0.002 pp 0.10% -0.019 pp USD140.34 +9.8% 26 qtrs
68 NATIXIS ADVISORS, L.P. 992.4K +152.0K (+18.1%) 152.98M +9.4M (+6.5%) 0.13% +0.020 pp 0.22% +0.007 pp USD150.76 +2.2% 26 qtrs
69 CITIGROUP INC 976.1K +382.0K (+64.3%) 150.45M +49.0M (+48.2%) 0.13% +0.049 pp 0.07% +0.021 pp USD137.75 +11.9% 26 qtrs
70 MACKENZIE FINANCIAL CORP 925.2K +20.9K (+2.3%) 142.91M -11.6M (-7.5%) 0.12% +0.003 pp 0.17% -0.018 pp USD123.15 +25.2% 26 qtrs
71 NEW YORK STATE COMMON RETIREMENT FUND 888.2K +2.1K (+0.2%) 136.91M -14.5M (-9.6%) 0.11% +0.001 pp 0.18% -0.013 pp USD99.55 +54.8% 24 qtrs
72 BALYASNY ASSET MANAGEMENT L.P. 883.5K +443.3K (+100.7%) 136.18M +61.0M (+81.1%) 0.11% +0.057 pp 0.17% +0.078 pp USD160.15 -3.8% 8 qtrs
73 872.5K +279.8K (+47.2%) 134.48M +33.2M (+32.8%) 0.11% +0.036 pp 0.69% +0.159 pp USD148.58 +3.7% 16 qtrs
74 ALLIANCEBERNSTEIN L.P. 840.6K +2.0K (+0.2%) 129.57M -13.7M (-9.6%) 0.11% +0.001 pp 0.04% -0.004 pp USD108.79 +41.7% 25 qtrs
75 ADVISORS CAPITAL MANAGEMENT, LLC 837.5K +25.6K (+3.1%) 129.09M -9.6M (-6.9%) 0.11% +0.004 pp 1.52% -0.199 pp USD78.02 +97.6% 26 qtrs
76 CREDIT AGRICOLE S A 835.0K +111.6K (+15.4%) 128.71M +5.1M (+4.1%) 0.11% +0.015 pp 0.29% -0.035 pp USD168.62 -8.6% 2 qtrs
77 ROCKEFELLER CAPITAL MANAGEMENT L.P. 832.3K +98.2K (+13.4%) 128.29M +2.9M (+2.3%) 0.11% +0.013 pp 0.23% -0.014 pp USD97.85 +57.5% 26 qtrs
78 PRINCIPAL FINANCIAL GROUP INC 824.6K +21.8K (+2.7%) 127.11M -10.1M (-7.3%) 0.11% +0.003 pp 0.06% -0.004 pp USD111.22 +38.6% 25 qtrs
79 FIRST FINANCIAL BANKSHARES INC 734.9K +15.1K (+2.1%) 113.28M -9.7M (-7.9%) 0.09% +0.002 pp 2.28% -0.246 pp USD131.37 +17.3% 9 qtrs
80 ABRDN PLC 725.0K +20.6K (+2.9%) 111.75M -12.3M (-9.9%) 0.09% +0.003 pp 0.17% -0.023 pp USD113.91 +35.3% 25 qtrs
81 NEWEDGE WEALTH, LLC 714.7K +38.0K (+5.6%) 110.16M +12.5M (+12.8%) 0.09% +0.005 pp 1.24% -0.156 pp USD124.72 +23.6% 19 qtrs
82 JOHN & KATHLEEN SCHREIBER FOUNDATION 697.6K -113.2K (-14.0%) 107.53M -31.0M (-22.4%) 0.09% -0.014 pp 83.65% -6.094 pp USD112.23 +37.3% 17 qtrs
83 BESSEMER GROUP INC 675.8K -62.1K (-8.4%) 104.17M -21.9M (-17.4%) 0.09% -0.008 pp 0.16% -0.033 pp USD57.00 +170.4% 26 qtrs
84 JANNEY MONTGOMERY SCOTT LLC 661.6K -818.0 (-0.1%) 101.99M -11.2M (-9.9%) 0.08% +0.000 pp 0.23% -0.034 pp USD69.08 +123.1% 26 qtrs
85 ADAGE CAPITAL PARTNERS GP, L.L.C. 656.7K +4.4K (+0.7%) 101.22M -10.2M (-9.2%) 0.08% +0.001 pp 0.15% -0.023 pp USD120.26 +28.2% 10 qtrs
86 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 652.0K -57.0K (-8.0%) 100.50M -20.6M (-17.0%) 0.08% -0.007 pp 0.17% -0.051 pp USD149.81 +2.9% 12 qtrs
87 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 642.8K -21.7K (-3.3%) 99.07M -14.5M (-12.7%) 0.08% -0.003 pp 0.18% -0.023 pp USD100.38 +53.6% 25 qtrs
88 POINT72 ASSET MANAGEMENT, L.P. 635.0K +635.0K (+100.0%) 97.87M +97.9M (+100.0%) 0.08% +0.081 pp 0.11% +0.110 pp USD154.14 +0.0% 1 qtrs NEW
89 QUBE RESEARCH & TECHNOLOGIES LTD 631.7K +187.8K (+42.3%) 97.37M +21.5M (+28.4%) 0.08% +0.024 pp 0.10% +0.021 pp USD144.30 +6.8% 10 qtrs
90 NATIONAL BANK OF CANADA /FI/ 619.6K +23.2K (+3.9%) 95.46M -6.4M (-6.3%) 0.08% +0.003 pp 0.09% -0.015 pp USD130.08 +18.5% 17 qtrs
91 DOUGLAS LANE & ASSOCIATES, LLC 617.0K -13.2K (-2.1%) 95.11M -12.6M (-11.7%) 0.08% -0.002 pp 1.31% -0.206 pp USD49.29 +212.7% 26 qtrs
92 DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP 599.2K +— (+0.0%) 92.36M -10.0M (-9.8%) 0.08% +0.000 pp 3.69% +0.240 pp USD106.68 +44.5% 17 qtrs
93 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 590.2K +57.3K (+10.8%) 90.89M -152.6K (-0.2%) 0.08% +0.008 pp 0.15% -0.004 pp USD167.94 -8.2% 5 qtrs
94 RUSSELL INVESTMENTS GROUP, LTD. 588.7K +89.0K (+17.8%) 90.80M +5.2M (+6.1%) 0.08% +0.012 pp 0.10% +0.002 pp USD129.66 +18.9% 26 qtrs
95 COMMONWEALTH EQUITY SERVICES, LLC 584.6K -65.2K (-10.0%) 90.12M -20.9M (-18.8%) 0.07% -0.008 pp 0.12% -0.024 pp USD131.69 +17.0% 8 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
7.00
Bullish
Ratio by volume
3.00
Bullish
Buys
14
Sells
2
Shares acquired
889.4K
Shares disposed
30.0K
Cash buys
3.00
Cash sales
2.00
Net activity
+859,375
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-11 Porat Ruth Director P-Purchase A Common Stock 229 123.19 28.3K 41,818 D
2026-05-01 Sawhney Vikrant Officer S-Sale D Common Stock 16,965 125.55 2.13M 912,718 D
2026-04-01 Sawhney Vikrant Officer A-Award A Common Stock 129,077 0.00 929,683 D
2026-04-01 Porat Ruth Director A-Award A Common Stock 1,961 0.00 41,463 D
2026-04-01 Payne David Officer A-Award A Common Stock 17,804 0.00 73,948 D
2026-04-01 Parrett William G Director A-Award A Common Stock 2,048 0.00 31,529 D
2026-04-01 LAZARUS ROCHELLE B Director A-Award A Common Stock 1,961 0.00 59,707 D
2026-04-01 GRAY JONATHAN Director / Officer A-Award A Common Stock 302,662 0.00 3,678,417 D
2026-04-01 Finley John G Officer A-Award A Common Stock 152,222 0.00 561,017 D
2026-04-01 Chae Michael Officer A-Award A Common Stock 152,667 0.00 1,168,335 D
2026-04-01 Brown Reginald J Director A-Award A Common Stock 1,961 0.00 21,462 D
2026-04-01 Baratta Joseph Director A-Award A Common Stock 124,626 0.00 871,599 D
2026-04-01 BREYER JAMES Director A-Award A Common Stock 1,961 0.00 70,867 D
2026-03-10 Finley John G Officer G-Gift D Common Stock 7,500 0.00 408,795 D
2026-02-17 Porat Ruth Director P-Purchase A Common Stock 100 131.11 13.1K 8,863 I
2026-02-11 Baratta Joseph Director G-Gift A Blackstone Holdings Partnership Units 41,290 0.00 4,128,950 I
2026-01-12 Sawhney Vikrant Officer A-Award A Common Stock 29,458 0.00 766,706 D
2026-01-12 Payne David Officer A-Award A Common Stock 1,656 0.00 56,144 D
2026-01-12 GRAY JONATHAN Director / Officer A-Award A Common Stock 51,216 0.00 3,375,755 D
2026-01-12 Finley John G Officer A-Award A Common Stock 14,959 0.00 468,795 D
2026-01-12 Chae Michael Officer A-Award A Common Stock 41,174 0.00 1,015,668 D
2026-01-12 Baratta Joseph Director A-Award A Common Stock 51,216 0.00 746,973 D
2025-12-10 Chae Michael Officer G-Gift D Blackstone Holdings Partnership Unit 63,964 0.00 5,257,112 D
2025-12-10 Baratta Joseph Director G-Gift D Blackstone Holdings Partnership Unit 60,000 0.00 4,128,950 I
2025-11-12 Parrett William G Director G-Gift A Common Stock 2,244 0.00 65,071 I
2025-11-10 Porat Ruth Director P-Purchase A Common Stock 207 148.92 30.8K 39,077 D
2025-11-09 Parrett William G Director A-Award A Common Stock 1,529 0.00 31,725 D
2025-11-04 BREYER JAMES Director P-Purchase A Common Stock 3,700 142.89 528.7K 58,706 D
2025-10-29 BREYER JAMES Director P-Purchase A Common Stock 13,170 151.23 1.99M 55,006 D
2025-09-25 Baratta Joseph Director S-Sale D Common Stock 109,202 175.67 19.18M 699,555 D
2025-09-15 Brown Reginald J Director A-Award A Common Stock 1,150 0.00 19,501 D
2025-09-09 Finley John G Officer G-Gift D Common Stock 10,000 0.00 22,523 I
2025-09-08 Finley John G Officer S-Sale D Common Stock 21,500 171.46 3.69M 453,836 D
2025-09-03 Chae Michael Officer G-Gift D Blackstone Holdings Partnership Unit 29,410 0.00 5,321,076 D
2025-09-03 Baratta Joseph Director G-Gift D Blackstone Holdings Partnership Unit 60,000 0.00 4,188,950 I
2025-08-14 Sawhney Vikrant Officer S-Sale D Common Stock 24,362 172.99 4.21M 763,736 D
2025-08-11 Porat Ruth Director P-Purchase A Common Stock 79 169.72 13.3K 38,609 D
2025-08-07 Payne David Officer S-Sale D Common Stock 9,400 169.97 1.60M 54,488 D
2025-08-05 Baratta Joseph Director S-Sale D Common Stock 73,060 167.19 12.21M 835,697 D
2025-07-14 BREYER JAMES Director A-Award A Common Stock 1,295 0.00 41,836 D
2025-07-09 LAZARUS ROCHELLE B Director A-Award A Common Stock 1,334 0.00 57,746 D
2025-06-25 Porat Ruth Director A-Award A Common Stock 1,464 0.00 38,531 D
2025-05-08 Finley John G Officer S-Sale D Common Stock 242 139.04 33.6K 475,336 D
2025-05-05 Porat Ruth Director P-Purchase A Common Stock 150 135.86 20.4K 36,979 D
2025-04-30 Finley John G Officer G-Gift D Blackstone Holdings partnership units 72,000 0.00 72,000 I
2025-04-01 Sawhney Vikrant Officer A-Award A Common Stock 85,689 0.00 788,098 D
2025-04-01 Payne David Officer A-Award A Common Stock 12,098 0.00 63,888 D
2025-04-01 GRAY JONATHAN Director / Officer A-Award A Common Stock 201,621 0.00 3,324,539 D
2025-04-01 Finley John G Officer A-Award A Common Stock 100,811 0.00 500,336 D
2025-04-01 Chae Michael Officer A-Award A Common Stock 100,811 0.00 974,494 D
2025-04-01 Baratta Joseph Director A-Award A Common Stock 67,207 0.00 908,757 D
2025-03-04 Parrett William G Director G-Gift D Common Stock 1,242 0.00 30,196 D
2025-02-18 Porat Ruth Director P-Purchase A Common Stock 190 164.86 31.3K 36,829 D
2025-01-10 Sawhney Vikrant Officer A-Award A Common Stock 24,042 0.00 753,909 D
2025-01-10 Payne David Officer A-Award A Common Stock 1,314 0.00 51,790 D
2025-01-10 GRAY JONATHAN Director / Officer A-Award A Common Stock 41,801 0.00 3,122,918 D
2025-01-10 Finley John G Officer A-Award A Common Stock 12,388 0.00 399,525 D
2025-01-10 Chae Michael Officer A-Award A Common Stock 33,604 0.00 873,683 D
2025-01-10 Baratta Joseph Director A-Award A Common Stock 41,801 0.00 841,550 D
2024-12-23 Parrett William G Director G-Gift D Common Stock 575 0.00 31,438 D
2024-12-20 Finley John G Officer G-Gift D Blackstone Holdings partnership units 72,000 0.00 281,812 D
2024-12-11 Baratta Joseph Director G-Gift D Blackstone Holdings partnership units 140,000 0.00 4,248,950 I
2024-11-13 Sawhney Vikrant Officer G-Gift D Common Stock 11,000 0.00 729,867 D
2024-11-09 Parrett William G Director A-Award A Common Stock 1,242 0.00 32,013 D
2024-11-07 Finley John G Officer S-Sale D Common Stock 42,249 175.94 7.43M 387,137 D
2024-11-04 Porat Ruth Director P-Purchase A Common Stock 111 167.90 18.6K 36,528 D
2024-10-01 Baratta Joseph Director S-Sale D Common Stock 6,927 152.07 1.05M 801,949 D
2024-09-16 Parrett William G Director G-Gift A Common Stock 2,414 0.00 61,585
2024-09-15 Brown Reginald J Director A-Award A Common Stock 1,402 0.00 18,351
2024-08-07 Finley John G Officer S-Sale D Common Stock 35,000 131.74 4.61M 429,386
2024-08-05 Porat Ruth Director P-Purchase A Common Stock 138 127.36 17.6K 36,353
2024-07-31 Payne David Officer S-Sale D Common Stock 9,000 141.93 1.28M 50,476
2024-07-30 Baratta Joseph Director S-Sale D Common Stock 4,987 140.90 702.7K 916,197
2024-07-14 BREYER JAMES Director A-Award A Common Stock 1,636 0.00 40,541
2024-07-09 LAZARUS ROCHELLE B Director A-Award A Common Stock 1,736 0.00 56,412
2024-07-03 Baratta Joseph Director S-Sale D Common Stock 116,448 123.00 14.32M 921,184
2024-06-25 Porat Ruth Director A-Award A Common Stock 1,692 0.00 36,137
2024-05-29 Baratta Joseph Director G-Gift D Blackstone Holdings partnership units 25,000 0.00 4,388,950
2024-05-13 Ayotte Kelly Director A-Award A Common Stock 1,702 0.00 18,216
2024-05-06 Porat Ruth Director P-Purchase A Common Stock 87 119.95 10.4K 34,312
2024-04-01 Sawhney Vikrant Officer A-Award A Common Stock 71,243 0.00 740,867
2024-04-01 Payne David Officer A-Award A Common Stock 10,687 0.00 59,476
2024-04-01 GRAY JONATHAN Director / Officer A-Award A Common Stock 197,896 0.00 3,081,117
2024-04-01 Finley John G Officer A-Award A Common Stock 71,243 0.00 464,386
2024-04-01 Chae Michael Officer A-Award A Common Stock 79,159 0.00 840,079
2024-04-01 Baratta Joseph Director A-Award A Common Stock 55,411 0.00 1,037,632
2024-02-21 Brown Reginald J Director P-Purchase A Common Stock 2,400 125.63 301.5K 16,949
2024-02-12 Porat Ruth Director P-Purchase A Common Stock 140 127.33 17.8K 34,225
2024-02-09 Baratta Joseph Director S-Sale D Common Stock 400 128.61 51.4K 982,221
2024-02-08 Finley John G Officer S-Sale D Common Stock 11,505 128.33 1.48M 393,143
2024-01-08 Sawhney Vikrant Officer A-Award A Common Stock 8,753 0.00 669,624
2024-01-08 Payne David Officer A-Award A Common Stock 1,008 0.00 48,789
2024-01-08 GRAY JONATHAN Director / Officer A-Award A Common Stock 55,837 0.00 2,883,221
2024-01-08 Finley John G Officer A-Award A Common Stock 17,280 0.00 442,143
2024-01-08 Chae Michael Officer A-Award A Common Stock 15,564 0.00 760,920
2024-01-08 Baratta Joseph Director A-Award A Common Stock 25,190 0.00 1,011,073
2023-12-21 Payne David Officer S-Sale D Common Stock 5,500 128.21 705.2K 47,781
2023-12-18 Sawhney Vikrant Officer D Common Stock 0 0.00 660,871
2023-12-03 BX Buzz ML-1 GP LLC 10% Owner S-Sale D Class A Common Stock 390,270 13.88 5.42M 3,173,580
2023-11-22 BSOF Master Fund L.P. 10% Owner S-Sale D Class A Common Stock 393,872 0.00 8,625,465
2023-11-14 BSOF Master Fund L.P. 10% Owner S-Sale D Class A Common Stock 1,378,793 0.00 9,019,337
2023-11-09 Parrett William G Director A-Award A Common Stock 2,244 0.00 33,185
2023-11-09 BSOF Master Fund L.P. 10% Owner I Class A Common Stock 601,870 0.00 0
2023-11-08 Blackstone Holdings III L.P. 10% Owner C-Conversion A Class A Common Stock 481 0.00 7,779,738
2023-11-06 Porat Ruth Director P-Purchase A Common Holdings 65 100.78 6.6K 8,286
2023-11-04 Clarus Lifesciences III, L.P. 10% Owner I Options 25,000 3.23 80.8K 0
2023-10-30 Finley John G Officer S-Sale D Common Stock 29,900 92.39 2.76M 424,863
2023-10-02 Baratta Joseph Director S-Sale D Common Stock 33,750 106.88 3.61M 1,026,698
2023-09-21 Brown Reginald J Director P-Purchase A Common Stock 1,842 111.24 204.9K 14,549
2023-09-15 Brown Reginald J Director A-Award A Common Stock 1,842 0.00 12,707
2023-09-08 Parrett William G Director S-Sale D Common Stock 3,874 112.47 435.7K 30,941
2023-09-01 Blackstone Holdings III L.P. 0 0.00 0
2023-08-30 Baratta Joseph Director G-Gift D Blackstone Holdings partnership units 20,000 0.00 4,413,950
2023-08-25 Hood John A. Director F-InKind D Common Stock 228 99.66 22.7K 17,615
2023-08-24 SCHWARZMAN STEPHEN A Director / Officer G-Gift A Blackstone Holdings Partnership units 236,633 0.00 3,686,266
2023-08-22 Blackstone Holdings I/II GP L.L.C. 10% Owner S-Sale D Class A common stock 6,961,421 7.98 55.55M 24,253,168
2023-08-14 Juno Lower Holdings L.P. Other S-Sale D Common Stock 32,004 27.80 889.7K 0
2023-08-14 Blackstone Holdings III L.P. 10% Owner I Common Stock 0 0.00 34,900,000
2023-08-10 Blackstone Tactical Opportunities Fund - U - NQ L.L.C. 10% Owner C-Conversion A Class A Common Stock 70,412 0.00 7,787,515
2023-08-08 Porat Ruth Director P-Purchase A Common Stock 73 102.42 7.5K 33,746
2023-08-07 Porat Ruth Director P-Purchase A Common Stock 70 103.19 7.2K 33,673
2023-07-31 Blackstone Holdings III L.P. 10% Owner C-Conversion D Consideration Allocation Rights 2,738 0.00 3,312,789
2023-07-26 Payne David Officer S-Sale D Common Stock 10,000 103.22 1.03M 53,281
2023-07-14 BREYER JAMES Director A-Award A Common Stock 2,019 0.00 38,905
2023-07-09 LAZARUS ROCHELLE B Director A-Award A Common Stock 2,283 0.00 54,676
2023-07-05 Baratta Joseph Director S-Sale D Common Stock 73,979 92.99 6.88M 1,071,469
2023-06-26 GRAY JONATHAN Director / Officer G-Gift A Blackstone Holdings Partnership units 3,135,538 0.00 18,742,340
2023-06-25 Porat Ruth Director A-Award A Common Stock 2,378 0.00 33,510
2023-06-21 MULRONEY BRIAN Director A-Award A Common Stock 2,339 0.00 179,770
2023-06-15 Blackstone Multi-Asset Direct Holdings - AD (US Centric) L.P. Other S-Sale D Common Stock 3,000,000 8.50 25.50M 0
2023-06-14 GSO Altus Holdings LP 10% Owner P-Purchase A Class A Common Stock 45,000 5.47 246.2K 21,116,125
2023-06-08 GSO Altus Holdings LP 10% Owner P-Purchase A Class A Common Stock 57,000 5.25 299.3K 21,071,125
2023-06-07 GSO Altus Holdings LP 10% Owner P-Purchase A Class A Common Stock 224,000 5.53 1.24M 21,014,125
2023-06-06 GSO Altus Holdings LP 10% Owner P-Purchase A Class A Common Stock 15,000 5.17 77.5K 20,790,125
2023-05-31 Baratta Joseph Director G-Gift D Blackstone Holdings partnership units 58,000 0.00 4,433,950
2023-05-14 Hood John A. Director A-Award A Common Stock 2,525 0.00 18,023
2023-05-13 Ayotte Kelly Director A-Award A Common Stock 2,525 0.00 16,514
2023-05-08 Porat Ruth Director P-Purchase A Common Stock 80 82.83 6.6K 8,159
2023-05-03 Blackstone Holdings III L.P. 10% Owner C-Conversion D Consideration Allocation Rights 1,696 0.00 535,465
2023-04-18 Blackstone Holdings III L.P. 10% Owner S-Sale D Common Units 1,700,000 30.00 51.00M 7,002,347
2023-04-17 Blackstone Holdings III L.P. 10% Owner S-Sale D Common Units 180,000 30.63 5.51M 8,812,747
2023-04-14 Blackstone Holdings III L.P. 10% Owner S-Sale D Common Units 91,100 30.53 2.78M 8,992,747
2023-04-13 Blackstone Holdings III L.P. 10% Owner S-Sale D Common Units 656,381 30.63 20.11M 9,083,847
2023-04-12 Blackstone Holdings III L.P. 10% Owner S-Sale D Common Units 40,000 30.58 1.22M 9,740,228
2023-04-11 Blackstone Holdings III L.P. 10% Owner S-Sale D Common Units 28,000 30.42 851.8K 9,780,228
2023-04-10 Blackstone Holdings III L.P. 10% Owner S-Sale D Common Units 34,000 30.15 1.03M 9,808,228
2023-04-03 Blackstone Holdings III L.P. 10% Owner J-Other A Common Units 6,319 0.00 338,242
2023-04-03 Baratta Joseph Director S-Sale D Common Stock 36,007 86.66 3.12M 1,145,448
2023-04-01 Payne David Officer A-Award A Common Stock 14,550 0.00 63,281
2023-04-01 GRAY JONATHAN Director / Officer A-Award A Common Stock 349,191 0.00 2,827,384
2023-04-01 Finley John G Officer A-Award A Common Stock 104,758 0.00 454,763
2023-04-01 Chae Michael Officer A-Award A Common Stock 116,397 0.00 745,356
2023-04-01 Baratta Joseph Director A-Award A Common Stock 23,280 0.00 1,230,448
2023-03-31 Blackstone Holdings III L.P. 10% Owner P-Purchase A Common Units 12,959 47.26 612.4K 12,959
2023-03-30 Blackstone Holdings III L.P. 10% Owner P-Purchase A Common Units 47,490 47.14 2.24M 47,490
2023-03-29 Blackstone Holdings III L.P. 10% Owner J-Other A Common Units 7,573 0.00 96,697
2023-03-28 Blackstone Holdings III L.P. 10% Owner P-Purchase A Common Units 3,398 47.02 159.8K 15,294
2023-03-27 Blackstone Holdings III L.P. 10% Owner J-Other A Common Units 14,936 0.00 82,875
2023-03-16 Baratta Joseph Director G-Gift A Blackstone Holdings partnership units 139,098 0.00 4,491,950
2023-03-14 Blackstone Multi-Asset Direct Holdings - AD (US Centric) L.P. Other I Common Stock 0 0.00 3,000,000
2023-03-10 Blackstone Holdings III L.P. 10% Owner S-Sale D Class A Common Stock 4,216 12.00 50.6K 0
2023-03-08 BX Buzz ML-1 GP LLC 10% Owner S-Sale D Class A Common Stock 5,152,496 22.17 114.25M 15,575
2023-03-06 Blackstone Holdings I/II GP L.L.C. 10% Owner S-Sale D Class A common stock 13,983,894 8.71 121.80M 360,612
2023-03-01 Chae Michael Officer G-Gift D Blackstone Holdings partnership units 160,000 0.00 5,350,486
2023-02-23 SCHWARZMAN STEPHEN A Director / Officer G-Gift A Blackstone Holdings Partnership units 283,753 0.00 3,449,633
2023-02-13 Porat Ruth Director P-Purchase A Common Stock 119 91.78 10.9K 30,851
2023-02-07 Baratta Joseph Director C-Conversion D Blackstone Holdings partnership units 85,000 0.00 2,223,058
2023-02-03 Baratta Joseph Director S-Sale D Common Stock 66,750 95.78 6.39M 1,140,418
2023-02-02 Finley John G Officer S-Sale D Common Stock 40,000 100.37 4.01M 350,005
2023-01-31 Blackstone Holdings III L.P. 10% Owner C-Conversion A Class A Common Stock 554 0.00 583,812
2023-01-27 Blackstone Holdings III L.P. 10% Owner S-Sale D Common Units 2,000 33.05 66.1K 9,842,228
2023-01-26 Blackstone Holdings III L.P. 10% Owner S-Sale D Common Units 205,500 33.00 6.78M 9,844,228
2023-01-24 Blackstone Holdings II L.P. Director I Common Stock 0 0.00 9,389,895
2023-01-12 Blackstone Holdings III L.P. Director C-Conversion A Class A Common Stock 224,864 0.00 224,864
2023-01-09 Payne David Officer A-Award A Common Stock 983 0.00 48,731
2023-01-09 GRAY JONATHAN Officer A-Award A Common Stock 176,874 0.00 2,478,193
2023-01-09 Finley John G Officer A-Award A Common Stock 34,307 0.00 390,005
2023-01-09 Chae Michael Officer A-Award A Common Stock 42,730 0.00 628,959
2023-01-09 Baratta Joseph Director A-Award A Common Stock 9,723 0.00 1,207,168
2022-12-29 Blackstone EMA II L.L.C. Director I Consideration Allocation Rights 57,288 0.00
2022-12-14 Blackstone Holdings I/II GP L.L.C. Director S-Sale D Class A common stock 3,169,418 8.00 25.36M 45,489,763
2022-12-13 Blackstone / GSO Capital Solutions Fund LP Director J-Other D Common Stock 4,800,000 0.00 0
2022-12-07 Baratta Joseph Director G-Gift D Blackstone Holdings partnership units 15,000 0.00 4,491,950
2022-12-02 Porat Ruth Director P-Purchase A Common Stock 8,000 85.02 680.1K 20,000
2022-11-30 Clarus Lifesciences III, L.P. 10% Owner I Options 25,000 4.67 116.8K 0
2022-11-17 Blackstone Holdings III L.P. Director J-Other D Class V Common Stock 58,078 0.00 465,213
2022-11-15 Blackstone Holdings III L.P. Director S-Sale D Common Units 85,000 33.45 2.84M 10,049,728
2022-11-14 Blackstone Holdings III L.P. Director S-Sale D Common Units 128,200 33.83 4.34M 10,134,728
2022-11-11 Finley John G Officer S-Sale D Common Stock 27,413 106.83 2.93M 378,285
2022-11-09 Parrett William G Director A-Award A Common Stock 2,414 0.00 34,815
2022-11-08 Blackstone Holdings III L.P. Director S-Sale D Common Units 32,072 35.52 1.14M 10,262,928
2022-11-07 Porat Ruth Director P-Purchase A Common Stock 156 92.38 14.4K 18,574
2022-11-07 Blackstone Holdings III L.P. Director S-Sale D Common Units 2,773 35.81 99.3K 10,295,000
2022-11-04 Blackstone Holdings III L.P. Director S-Sale D Common Units 205,000 34.36 7.04M 10,475,000
2022-11-03 Juno Lower Holdings L.P. Director I Common Stock 0 0.00 1,440,739
2022-11-03 Blackstone Holdings III L.P. Director C-Conversion D Consideration Allocation Rights 131 0.00 537,715
2022-11-02 Blackstone Holdings III L.P. Director S-Sale D Common Units 124,272 33.73 4.19M 11,020,728
2022-11-01 Blackstone Holdings III L.P. Director S-Sale D Common Units 60,000 33.59 2.02M 11,145,000
2022-11-01 Baratta Joseph Director C-Conversion A Common Stock 55,480 0.00 1,197,445
2022-10-31 Blackstone Holdings III L.P. Director S-Sale D Common Units 65,000 33.42 2.17M 11,205,000

Executive team

Top executives
EBIT / Employee
1.47M
Shares Outstanding
783.41M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-26 4
2026-05-19 4
2026-05-15 13F-HR/A
2026-05-15 13F-HR/A
2026-05-15 13F-HR
2026-05-13 4
2026-05-13 3
2026-05-12 4
2026-05-12 3
2026-05-08 10-Q

Executive team

NameTitleCompensationGender
Stephen Allen Schwarzman Chairman, Chief Executive Officer & Co-Founder 126M male
Jonathan D. Gray CIMA President, COO & Director 59M male
Vikrant Sawhney Chief Administrative Officer & Global Head of Institutional Client Solutions 11M male
Michael S. Chae Chief Financial Officer & Vice Chairman 8M male
John Gary Finley Chief Legal Officer 7M male
Robert Christopher Heady Senior MD - Hong Kong, Head of Asia Real Estate & Chairman of Asia Pacific 5M male
Seth A. Meisel Senior Managing Director of Private Equity - New York male
Alexander Peskind Vice President male
William J. Stein Senior Managing Director of Real Estate- New York male
Craig Shepherd Senior Managing Director of Blackstone Life Sciences — Cambridge male
Joseph Patrick Baratta Global Head of Private Equity Strategies & Director male
Juergen Pinker Senior MD of BXCI - Berkeley Square House London & Head of Germany for BXCI male
ESG Rating
B-
ASSET MANAGEMENT
Rank: 129 out of 151
2021
E (Environmental)
53.8 / 67.2
Company / Sector avg.
S (Social)
68.4 / 77.3
Company / Sector avg.
G (Governance)
54.7 / 74.6
Company / Sector avg.
ESG Total
59.0 / 73.0
Company / Sector avg.
ESG Score History ASSET MANAGEMENT
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
Transaction Date Disclosed Senator State Owner Type Amount Link
2026-04-13 2026-05-01 Mark Warner VA Joint Purchase $1,001 - $15,000
2026-02-13 2026-03-24 Angus King ME Spouse Sale $1,001 - $15,000
2025-07-21 2025-08-18 Angus King ME Spouse Purchase $1,001 - $15,000
2020-04-16 2020-05-08 David Perdue Joint Sale (Full) $1,001 - $15,000
2020-04-14 2020-05-08 David Perdue Joint Sale (Full) $15,001 - $50,000
2018-12-27 2019-01-11 John Hoeven ND Self Purchase $100,001 - $250,000
2016-12-19 2016-12-20 John Hoeven ND Self Sale (Full) $100,001 - $250,000
2014-08-25 2014-09-22 John Hoeven ND Self Purchase $100,001 - $250,000
House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2025-12-18 2026-01-16 Julie Johnson TX32 Joint Sale $1,001 - $15,000
2025-12-11 2026-01-15 Dan Newhouse WA04 Spouse Purchase $1,001 - $15,000
2025-11-13 2025-12-12 Julie Johnson TX32 Joint Sale $1,001 - $15,000
2025-10-24 2025-10-29 Marjorie Taylor Greene GA14 Purchase $1,001 - $15,000
2025-09-29 2025-10-03 Ro Khanna CA17 Sale $1,001 - $15,000
2025-08-26 2025-09-12 Ro Khanna CA17 Purchase $1,001 - $15,000
2025-08-14 2025-09-12 Julie Johnson TX32 Joint Sale $1,001 - $15,000
2025-07-25 2025-08-08 Ro Khanna CA17 Purchase $1,001 - $15,000
2025-07-11 2025-08-20 Ritchie Torres NY 15 Sale Full $1,001 - $15,000
2025-07-11 2025-08-20 Ritchie Torres NY15 Sale (Full) $1,001 - $15,000
2025-06-23 2025-07-25 James French Hill AR02 Sale $100,001 - $250,000
2025-06-06 2025-09-12 Valerie Hoyle OR04 Spouse Sale (Full) $1,001 - $15,000
2025-05-14 2025-05-20 Marjorie Taylor Greene GA14 Purchase $1,001 - $15,000
2025-05-05 2025-05-07 Marjorie Taylor Greene GA14 Purchase $1,001 - $15,000
2025-04-22 2025-05-15 Julie Johnson TX32 Joint Sale $1,001 - $15,000
2025-04-15 2025-09-12 Valerie Hoyle OR04 Spouse Purchase $1,001 - $15,000
2025-04-14 2025-05-14 Josh Gottheimer NJ05 Joint Sale (Partial) $1,001 - $15,000
2025-04-08 2025-04-11 Marjorie Taylor Greene GA14 Purchase $1,001 - $15,000
2025-03-17 2025-03-20 Marjorie Taylor Greene GA14 Purchase $1,001 - $15,000
2025-02-27 2025-03-06 Josh Gottheimer NJ05 Joint Sale (Partial) $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits