BX at a glance
Blackstone Group reported 513 positions worth $30.6 billion in its 13F-HR for Q2 2026, filed August 14, 2026. Its largest holdings were Cheniere Energy Partners L P at 20.4%, Space Exploration Techn Corp (SPCX) at 8.7% and Digital Rlty Tr Inc (DLR) at 7.2%.
- Versus Q1 2026, it opened 280 new positions, added to 53, trimmed 109 and sold out of 180. Reported portfolio value went from $24.4 billion to $30.6 billion.
- The 10 largest positions made up 66.3% of the reported portfolio.
- Largest estimated buys in Q2 2026: Space Exploration Techn Corp (SPCX) (new position, about $2.7 billion), Digital Rlty Tr Inc (DLR) (new position, about $2.2 billion) and State Str Spdr S&P 500 ETF T (added, about $1.2 billion).
- For the fiscal year ended December 31, 2025 (FY2025), Blackstone Group (BX) reported revenue of $14.5 billion (up 9.2% from FY2024) and net income of $3.0 billion. Diluted EPS was $3.87.
- As of June 30, 2026, 62 institutional investment managers tracked by SignalX reported holding Blackstone Group (BX) shares worth $31.0 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Baratta Joseph on September 18, 2026 of 57,754 shares at $124.13 per share.
- In the last 90 days, BX insiders reported 3 open-market purchases ($62K) and 10 open-market sales ($32.4M) on Form 4, a net sale of $32.4M.
Source: 13F-HR filings on SEC EDGAR.
- 13F portfolio · Q2 2026
- $30.6B
- +25.3% vs prior quarter
- Positions
- 513
- 280 new · 180 sold out
- Top 10 weight
- 66.3%
- Concentration of the 13F book
- Turnover
- 20%
- Quarter-over-quarter
- Revenue · FY2025
- $14.5B
- +9.2% vs prior year
- 13F holders
- 62 funds
- $31.0B · +0 vs prior quarter
- Latest 8-K
- Sep 22, 2026
- Item 7.01
Blackstone Group top 13F holdings, Q2 2026
Largest reported positions by market value, from the 13F-HR filed Aug 14, 2026
| # | Company | Weight | Value | Shares | vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Cheniere Energy Partners L P | 20.38% | $6.2B | 102,346,331 | Held |
| 2 | Space Exploration Techn CorpSPCX | 8.67% | $2.7B | 15,532,870 | New |
| 3 | Digital Rlty Tr IncDLR | 7.22% | $2.2B | 12,313,486 | New |
| 4 | Corebridge Finl IncCRBG | 5.79% | $1.8B | 61,962,123 | Held |
| 5 | Legence CorpLGN | 5.42% | $1.7B | 19,475,952 | Trimmed |
| 6 | Firstenergy CorpFE | 4.48% | $1.4B | 28,832,099 | Held |
| 7 | Williams Cos IncWMB | 4.21% | $1.3B | 17,340,999 | Held |
| 8 | State Str Spdr S&P 500 ETF T | 4.16% | $1.3B | 1,703,368 | Added |
| 9 | Targa Res CorpTRGP | 3.15% | $965.8M | 3,601,933 | Added |
| 10 | Enterprise Prods Partners L | 2.85% | $873.4M | 23,760,341 | Added |
| 11 | Kinder Morgan IncKMI | 2.72% | $833.4M | 26,068,839 | Added |
| 12 | Enbridge Inc | 2.42% | $739.4M | 13,639,861 | Held |
| 13 | Mplx LP | 2.38% | $729.9M | 12,956,943 | Trimmed |
| 14 | Energy Transfer L P | 2.23% | $684.2M | 35,782,842 | Added |
| 15 | Kinetik Holdings IncKNTK | 1.88% | $576.2M | 11,918,786 | Held |
| 16 | Txnm Energy IncTXNM | 1.48% | $454.2M | 8,000,000 | Held |
| 17 | Western Midstream Partners L | 1.48% | $453.7M | 10,367,520 | Added |
| 18 | Plains All Amern Pipeline L | 1.47% | $449.3M | 20,183,446 | Added |
| 19 | Dt Midstream Inc | 1.19% | $365.5M | 2,490,513 | Trimmed |
| 20 | Cheniere Energy IncLNG | 0.95% | $291.6M | 1,219,848 | Trimmed |
Source: Blackstone Group 13F-HR on SEC EDGAR. Long equity positions only (put and call options excluded); weights are shares of the reported 13F portfolio, not total assets. How 13F filings work
Blackstone Group biggest buys and sells, Q2 2026
Largest estimated position changes versus Q1 2026
| Company | Move | Est. flow | Shares now | Weight now |
|---|---|---|---|---|
| Space Exploration Techn CorpSPCX | New | +$2.7B | 15,532,870 | 8.67% |
| Digital Rlty Tr IncDLR | New | +$2.2B | 12,313,486 | 7.22% |
| State Str Spdr S&P 500 ETF T | Added | +$1.2B | 1,703,368 | 4.16% |
| Legence CorpLGN | Trimmed | −$499.9M | 19,475,952 | 5.42% |
| Tc Energy Corp | Trimmed | −$332.8M | 1,395,552 | 0.30% |
| Alphabet IncGOOGL | Added | +$275.5M | 5,361,297 | 0.91% |
| Oneok Inc NewOKE | Trimmed | −$264.9M | 368,243 | 0.10% |
| Kinder Morgan IncKMI | Added | +$163.0M | 26,068,839 | 2.72% |
| Cheniere Energy IncLNG | Trimmed | −$158.1M | 1,219,848 | 0.95% |
| Venture Global Inc | Added | +$156.8M | 14,291,170 | 0.52% |
| Ishares Tr | Trimmed | −$136.0M | 115,469 | 0.11% |
| Mplx LP | Trimmed | −$134.8M | 12,956,943 | 2.38% |
Estimated flow = change in share count × quarter-end price (280 new, 53 added, 109 trimmed, 180 sold out). 13F reports show holdings on the last day of the quarter, not the trade dates.
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Market backdrop: S&P 500 total return 15.2%; IPO volumes up 628% YoY
- U.S. M&A volumes up 99% YoY; IPO activity buoyed by $75 billion SpaceX offering
- Near-term headwinds: geopolitical uncertainty, interest-rate path, and artificial-intelligence disruption; Middle East resolution could improve activity
Risk Factors
- Market and geopolitical conditions updated through Business Environment discussion, potentially reducing revenue, earnings and cash flow
- No newly added risk factor identified in the quarter
- No specific regulatory, legal, compliance, liquidity, debt, currency, or concentration changes disclosed
- Repurchase timing subject to legal requirements, share price, and economic and market conditions
AI summary of the BX 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Reg FD disclosure contains only standard legal language regarding Section 18 liability and incorporation by reference
- No substantive business, financial, or investor-impacting information disclosed in the provided text
Item EX-99.1: Item EX-99.1
- Third-quarter realization income preliminarily above $350 million for July 1–September 22, 2026
- Approximately 90% expected from Realized Performance Revenues, supporting incentive-fee earnings
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results covered quarter ended June 30, 2026
- Blackstone furnished a press release and detailed presentation as Exhibit 99.1
Item EX-99.1: Item EX-99.1
- 2Q26 GAAP net income attributable to Blackstone rose to $1.2B; diluted EPS increased 57% to $1.54
- Fee-related earnings reached $1.8B, up 22%, while distributable earnings rose 26% to $2.0B
Item 7.01: Regulation FD Disclosure
- Reg FD disclosure furnished under Item 7.01, generally limiting Exchange Act Section 18 liability
- Information excluded from incorporation by reference into other filings unless expressly cited
Item EX-99.1: Item EX-99.1
- Q2 realization-related revenue preliminarily expected above $500 million through June 23, 2026
- Revenue almost entirely comprised of Realized Performance Revenues, supporting potential quarter-end earnings strength
AI summaries of BX 8-K current reports filed with the SEC. What 8-K item codes mean
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Baratta Joseph | Sell | Sep 18, 2026 | 57,754 | $124.13 |
| Baratta Joseph | Sell | Sep 18, 2026 | 42,246 | $123.35 |
| Finley John G | Sell | Aug 11, 2026 | 19,802 | $146.80 |
| Finley John G | Sell | Aug 11, 2026 | 19,802 | $146.80 |
| Finley John G | Sell | Aug 11, 2026 | 25,198 | $147.36 |
| Payne David | Sell | Aug 11, 2026 | 9,500 | $145.23 |
| Finley John G | Sell | Aug 11, 2026 | 25,198 | $147.36 |
| Payne David | Sell | Aug 11, 2026 | 9,500 | $145.23 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $8.0B | $13.2B | $14.5B |
| Net Income | $1.4B | $2.8B | $3.0B |
| Net Margin | 17.3% | 21.0% | 20.9% |
| Balance Sheet | |||
| Total Assets | - | $43.5B | $47.7B |
| Equity | $6.8B | $8.2B | $8.7B |
| ROE | 20.4% | 33.8% | 34.8% |
| Per Share | |||
| EPS | $1.84 | $3.62 | $3.87 |
| Cash Flow | |||
| Operating CF | $4.1B | $3.5B | $4.7B |
| CapEx | $224.2M | $61.4M | $115.7M |
Source: XBRL data in Blackstone Group (BX)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate BX share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 62 | $31.02B |
| Q1 2026 | 62 | $29.68B |
| Q4 2025 | 56 | $41.48B |
| Q3 2025 | 57 | $50.94B |
| Q2 2025 | 55 | $39.25B |
| Q1 2025 | 52 | $29.49B |
| Q4 2024 | 48 | $24.33B |
| Q3 2024 | 40 | $10.24B |
- JPMorgan Chase & Co+3.23M (+20%)
- Morgan Stanley+2.35M (+7%)
- Goldman Sachs Group+1.23M (+16%)
- Wells Fargo & Co+829.9K (+15%)
- Citadel Advisors LLC+670.4K (+108%)
- D.E. Shaw & Co−2.06M (-54%)
- BlackRock−759.4K (-1%)
- Two Sigma Investments−431.2K (-84%)
- Vanguard Portfolio Management LLC−270.2K (-2%)
- Northern Trust−207.6K (-3%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 432 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
BX filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest Blackstone Group SEC filings
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 22, 2026 | - | Analysis | - |
| 4 | Sep 18, 2026 | - | - | - |
| 13F-HR/A | Aug 14, 2026 | Sep 30, 2025 | - | - |
| 13F-HR/A | Aug 14, 2026 | Mar 31, 2026 | - | - |
| 13F-HR/A | Aug 14, 2026 | Dec 31, 2025 | - | - |
| 13F-HR | Aug 14, 2026 | Jun 30, 2026 | - | |
| 4 | Aug 12, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
| 10-Q | Aug 7, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 8-K | Jul 23, 2026 | - | Analysis | - |
| 8-K | Jun 23, 2026 | - | Analysis | - |
| 13F-HR | May 15, 2026 | Mar 31, 2026 | - | |
| 13F-HR/A | May 15, 2026 | Dec 31, 2025 | - | - |
| 13F-HR/A | May 15, 2026 | Sep 30, 2025 | - | - |
| 10-Q | May 8, 2026 | Mar 31, 2026 | Analysis | |
| 4 | May 1, 2026 | - | - | - |
| SC 13G | Apr 29, 2026 | - | - | |
| 8-K | Apr 23, 2026 | - | Analysis | - |
| 4 | Apr 3, 2026 | - | - | - |
| 4 | Apr 3, 2026 | - | - | - |
| 4 | Apr 3, 2026 | - | - | - |
| 4 | Apr 3, 2026 | - | - | - |
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BX 13F holdings: frequently asked questions
What stocks does Blackstone Group own?
In its 13F-HR for Q2 2026 (filed August 14, 2026), Blackstone Group reported 513 positions worth $30.6 billion. The largest were Cheniere Energy Partners L P, 20.4%; Space Exploration Techn Corp (SPCX), 8.7%; Digital Rlty Tr Inc (DLR), 7.2%; Corebridge Finl Inc (CRBG), 5.8%; Legence Corp (LGN), 5.4%. The top 10 positions were 66.3% of the portfolio.
What did Blackstone Group buy in Q2 2026?
Compared with Q1 2026, Blackstone Group's largest estimated purchases were Space Exploration Techn Corp (SPCX) (new position, about $2.7 billion), Digital Rlty Tr Inc (DLR) (new position, about $2.2 billion), State Str Spdr S&P 500 ETF T (added, about $1.2 billion), Alphabet Inc (GOOGL) (added, about $275.5 million) and Kinder Morgan Inc (KMI) (added, about $163.0 million). In total it opened 280 new positions and added to 53. Amounts are estimated from share-count changes at quarter-end prices.
What did Blackstone Group sell in Q2 2026?
Compared with Q1 2026, Blackstone Group's largest estimated sales were Legence Corp (LGN) (trimmed, about $499.9 million), Tc Energy Corp (trimmed, about $332.8 million), Oneok Inc New (OKE) (trimmed, about $264.9 million), Cheniere Energy Inc (LNG) (trimmed, about $158.1 million) and Ishares Tr (trimmed, about $136.0 million). In total it sold out of 180 positions and trimmed 109.
When does Blackstone Group file 13F reports?
Blackstone Group's latest 13F-HR was filed August 14, 2026 and covers the quarter ended June 30, 2026. 13F-HR reports are due within 45 days of each quarter-end, so the Q3 2026 report is due by November 14, 2026.
Are BX insiders buying or selling?
In the last 90 days, Blackstone Group (BX) officers, directors and 10% owners reported 3 open-market purchases worth $62,445 by 1 insider and 10 open-market sales worth $32.4 million by 4 insiders on Form 4, a net sale of $32.4 million. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold BX stock?
As of June 30, 2026, the largest Blackstone Group (BX) holders among the 13F filers tracked by SignalX were BlackRock ($6.1 billion), Vanguard Capital Management LLC ($5.7 billion), Morgan Stanley ($4.1 billion), State Street Corp ($3.8 billion), JPMorgan Chase & Co ($2.2 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was BX's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Blackstone Group (BX) reported revenue of $14.5 billion (up 9.2% from FY2024) and net income of $3.0 billion. Diluted EPS was $3.87. The figures come from the XBRL data in the 10-K.
What did BX report in its latest 8-K?
Blackstone Group (BX) filed an 8-K on September 22, 2026 reporting Item 7.01 (Regulation FD Disclosure). Reg FD disclosure contains only standard legal language regarding Section 18 liability and incorporation by reference.
What are the latest BX SEC filings?
Blackstone Group (BX) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on September 22, 2026 and a Form 4 insider filing on September 18, 2026.
What is BX's SEC CIK number?
Blackstone Group (BX)'s SEC Central Index Key (CIK) is 1393818. EDGAR lists every BX filing under that number.
Ask anything about BX
The research agent reads BX's filings, financials, insider trades and 13F holders, then answers with sources.