BX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 27.8 | P/B | 21.70 |
| EPS (TTM) | 3.87 | Dividend | 4.39% |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 52.7M | 0.1% | +2% |
| VANGUARD CAPITAL MANAGEMENT LLC | 48.3M | n/a | n/a |
| Morgan Stanley | 32.5M | 0.2% | n/a |
| State Street | 32.0M | 0.1% | +2% |
| Charles Schwab Investment Mgmt | 21.4M | 0.4% | +391% |
| Geode Capital Management | 18.3M | 0.1% | +6% |
Top institutional owners for BX as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| SEP 18 | Baratta Joseph | SELL | 58K | −$7M |
| AUG 12 | Porat Ruth | BUY | 84 | +$12K |
| AUG 12 | Payne David | SELL | 10K | −$1M |
| AUG 12 | Finley John G | SELL | 25K | −$4M |
| AUG 05 | Sawhney Vikrant | SELL | 12K | −$2M |
| MAY 13 | Porat Ruth | BUY | 84 | +$10K |
2 insider buys, 5 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention BX yet.