BXMT
BLACKSTONE MORTGAGE TRUST, INC.
+0.18 (+1.32%)13.47USD693K成交股數2.3B市值168.3本益比(近四季)1.8股價營收比-13.8%營收年增(近四季)2026-10-28下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 1 · 143K · 1 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 2 · 70K · 1 |
| 其中 10b5-1 計畫賣出 | 2 筆 |
| 近 180 天 買進 · 賣出金額 | 143K · 127K |
| 近 180 天 淨額 | 17K |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-04 | 08-06 | NASSAU HENRY N | Director | P 公開市場買進 | 10.0K | 14.34 | 143K | 219K | SEC |
| 2026-07-15 | 07-16 | Lynch Nnenna | Director | A 獲配股票 | 1.1K | 17.12 | 20K | 43.0K | SEC |
| 2026-07-15 | 07-16 | SAGALYN LYNNE B | Director | A 獲配股票 | 3.9K | 17.12 | 67K | 167K | SEC |
| 2026-07-15 | 07-16 | Cotton Leonard W | Director | A 獲配股票 | 1.8K | 17.12 | 31K | 98.8K | SEC |
| 2026-07-15 | 07-16 | NASSAU HENRY N | Director | A 獲配股票 | 3.0K | 17.12 | 52K | 209K | SEC |
| 2026-07-15 | 07-16 | Hsu Chen Yi | Director | A 獲配股票 | 181 | 17.12 | 3K | 11.0K | SEC |
| 2026-06-30 | 07-01 | Pena Fernando Austin | President | S 公開市場賣出(10b5-1) | 1.7K | 17.07 | 29K | 72.9K | SEC |
| 2026-06-26 | 06-29 | Hsu Chen Yi | Director | A 獲配股票 | 6.6K | 17.43 | 115K | 10.8K | SEC |
| 2026-06-26 | 06-29 | Cotton Leonard W | Director | A 獲配股票 | 6.6K | 17.43 | 115K | 96.9K | SEC |
| 2026-06-26 | 06-29 | Perez-Alvarado Gilda | Director | A 獲配股票 | 6.6K | 17.43 | 115K | 26.5K | SEC |
| 2026-06-26 | 06-29 | SAGALYN LYNNE B | Director | A 獲配股票 | 6.6K | 17.43 | 115K | 163K | SEC |
| 2026-06-26 | 06-29 | Nash Michael B. | Director | A 獲配股票 | 6.6K | 17.43 | 115K | 558K | SEC |
| 2026-06-26 | 06-29 | Lynch Nnenna | Director | A 獲配股票 | 6.6K | 17.43 | 115K | 41.8K | SEC |
| 2026-06-26 | 06-29 | NASSAU HENRY N | Director | A 獲配股票 | 6.6K | 17.43 | 115K | 205K | SEC |
| 2026-06-25 | 06-29 | Pena Fernando Austin | President | S 公開市場賣出(10b5-1) | 2.4K | 17.48 | 42K | 74.6K | SEC |
| 2026-06-17 | 06-18 | URBASZEK MARCIN | Chief Financial Officer | S 公開市場賣出(10b5-1) | 1.4K | 18.35 | 25K | 24.8K | SEC |
| 2026-04-15 | 04-16 | Lynch Nnenna | Director | A 獲配股票 | 803 | 20.12 | 16K | 35.2K | SEC |
| 2026-04-15 | 04-16 | NASSAU HENRY N | Director | A 獲配股票 | 2.5K | 20.12 | 51K | 199K | SEC |
| 2026-04-15 | 04-16 | SAGALYN LYNNE B | Director | A 獲配股票 | 3.3K | 20.12 | 66K | 156K | SEC |
| 2026-04-15 | 04-16 | Cotton Leonard W | Director | A 獲配股票 | 1.5K | 20.12 | 31K | 90.3K | SEC |
| 2026-03-31 | 04-01 | Pena Fernando Austin | President | S 公開市場賣出(10b5-1) | 1.7K | 18.88 | 31K | 77.0K | SEC |
| 2026-03-17 | 03-18 | URBASZEK MARCIN | Chief Financial Officer | S 公開市場賣出(10b5-1) | 452 | 19.13 | 9K | 26.2K | SEC |
| 2026-01-15 | 01-20 | Cotton Leonard W | Director | A 獲配股票 | 1.5K | 19.50 | 30K | 88.7K | SEC |
| 2026-01-15 | 01-20 | Lynch Nnenna | Director | A 獲配股票 | 809 | 19.50 | 16K | 34.4K | SEC |
| 2026-01-15 | 01-20 | NASSAU HENRY N | Director | A 獲配股票 | 2.5K | 19.50 | 50K | 196K | SEC |
| 2026-01-15 | 01-20 | SAGALYN LYNNE B | Director | A 獲配股票 | 3.3K | 19.50 | 64K | 153K | SEC |
| 2025-12-31 | 01-02 | Pena Fernando Austin | President | S 公開市場賣出(10b5-1) | 3.1K | 19.24 | 60K | 78.6K | SEC |
| 2025-12-25 | 12-29 | SAGALYN LYNNE B | Director | G 贈與 | 10.8K | – | – | 150K | SEC |
| 2025-12-17 | 12-17 | Marone Anthony F. JR | Chief Financial Officer | S 公開市場賣出(10b5-1) | 1.0K | 20.31 | 21K | 75.5K | SEC |
| 2025-12-17 | 12-17 | URBASZEK MARCIN | Deputy Chief Financial Officer | S 公開市場賣出(10b5-1) | 400 | 20.29 | 8K | 26.6K | SEC |
| 2025-12-15 | 12-17 | URBASZEK MARCIN | Deputy Chief Financial Officer | A 獲配股票 | 15.3K | – | – | 27.0K | SEC |
| 2025-12-15 | 12-17 | Marone Anthony F. JR | Chief Financial Officer | A 獲配股票 | 14.4K | – | – | 76.5K | SEC |
| 2025-12-15 | 12-17 | Johnson Timothy Steven | Chief Executive Officer | A 獲配股票 | 54.8K | – | – | 528K | SEC |
| 2025-12-15 | 12-17 | Pena Fernando Austin | President | A 獲配股票 | 36.8K | – | – | 81.8K | SEC |
| 2025-12-01 | 12-02 | Marone Anthony F. JR | Chief Financial Officer | S 公開市場賣出 | 506 | 19.38 | 10K | 62.1K | SEC |
| 2025-10-22 | 10-24 | Hsu Chen Yi | Director | A 獲配股票 | 4.3K | 18.37 | 78K | 4.3K | SEC |
| 2025-10-15 | 10-17 | Lynch Nnenna | Director | A 獲配股票 | 831 | 18.51 | 15K | 33.6K | SEC |
| 2025-10-15 | 10-17 | Cotton Leonard W | Director | A 獲配股票 | 1.6K | 18.51 | 29K | 87.1K | SEC |
| 2025-10-15 | 10-17 | SAGALYN LYNNE B | Director | A 獲配股票 | 3.4K | 18.51 | 63K | 160K | SEC |
| 2025-10-15 | 10-17 | NASSAU HENRY N | Director | A 獲配股票 | 2.6K | 18.51 | 48K | 194K | SEC |
| 2025-09-17 | 09-18 | URBASZEK MARCIN | Deputy Chief Financial Officer | S 公開市場賣出(10b5-1) | 398 | 19.50 | 8K | 11.7K | SEC |
| 2025-09-17 | 09-18 | Marone Anthony F. JR | Chief Financial Officer | S 公開市場賣出(10b5-1) | 1.0K | 19.48 | 20K | 62.6K | SEC |
| 2025-09-17 | 09-18 | Keenan Katharine A | CEO & President | S 公開市場賣出(10b5-1) | 4.6K | 19.49 | 90K | 230K | SEC |
| 2025-09-02 | 09-03 | Keenan Katharine A | CEO & President | S 公開市場賣出(10b5-1) | 2.3K | 19.25 | 45K | 235K | SEC |
| 2025-09-02 | 09-03 | Marone Anthony F. JR | Chief Financial Officer | S 公開市場賣出 | 506 | 19.27 | 10K | 63.6K | SEC |
| 2025-07-15 | 07-16 | Cotton Leonard W | Director | A 獲配股票 | 1.4K | 19.68 | 28K | 85.4K | SEC |
| 2025-07-15 | 07-16 | NASSAU HENRY N | Director | A 獲配股票 | 2.4K | 19.68 | 47K | 191K | SEC |
| 2025-07-15 | 07-16 | SAGALYN LYNNE B | Director | A 獲配股票 | 3.1K | 19.68 | 61K | 157K | SEC |
| 2025-07-15 | 07-16 | Lynch Nnenna | Director | A 獲配股票 | 764 | 19.68 | 15K | 32.8K | SEC |
| 2025-06-27 | 06-30 | SAGALYN LYNNE B | Director | A 獲配股票 | 5.8K | 19.73 | 115K | 154K | SEC |
| 2025-06-27 | 06-30 | Perez-Alvarado Gilda | Director | A 獲配股票 | 5.8K | 19.73 | 115K | 19.9K | SEC |
| 2025-06-27 | 06-30 | Cotton Leonard W | Director | A 獲配股票 | 5.8K | 19.73 | 115K | 83.9K | SEC |
| 2025-06-27 | 06-30 | Lynch Nnenna | Director | A 獲配股票 | 5.8K | 19.73 | 115K | 32.0K | SEC |
| 2025-06-27 | 06-30 | Nash Michael B. | Director | A 獲配股票 | 5.8K | 19.73 | 115K | 552K | SEC |
| 2025-06-27 | 06-30 | NASSAU HENRY N | Director | A 獲配股票 | 5.8K | 19.73 | 115K | 189K | SEC |
| 2025-06-17 | 06-18 | Marone Anthony F. JR | Chief Financial Officer | S 公開市場賣出(10b5-1) | 1.5K | 19.20 | 29K | 64.1K | SEC |
| 2025-06-17 | 06-18 | URBASZEK MARCIN | Deputy Chief Financial Officer | S 公開市場賣出(10b5-1) | 800 | 19.15 | 15K | 12.1K | SEC |
| 2025-06-17 | 06-18 | Keenan Katharine A | CEO & President | S 公開市場賣出(10b5-1) | 6.9K | 19.13 | 133K | 237K | SEC |
| 2025-05-30 | 06-02 | Keenan Katharine A | CEO & President | S 公開市場賣出(10b5-1) | 2.3K | 18.92 | 44K | 244K | SEC |
| 2025-05-30 | 06-02 | Marone Anthony F. JR | Chief Financial Officer | S 公開市場賣出 | 508 | 18.92 | 10K | 65.6K | SEC |
| 2025-05-06 | 05-07 | NASSAU HENRY N | Director | P 公開市場買進 | 10.0K | 18.90 | 189K | 183K | SEC |
| 2025-04-15 | 04-16 | Cotton Leonard W | Director | A 獲配股票 | 1.5K | 18.35 | 28K | 78.0K | SEC |
| 2025-04-15 | 04-16 | SAGALYN LYNNE B | Director | A 獲配股票 | 3.3K | 18.35 | 60K | 148K | SEC |
| 2025-04-15 | 04-16 | NASSAU HENRY N | Director | A 獲配股票 | 2.5K | 18.35 | 46K | 173K | SEC |
| 2025-04-15 | 04-16 | Lynch Nnenna | Director | A 獲配股票 | 653 | 18.35 | 12K | 26.2K | SEC |
| 2025-03-17 | 03-18 | Keenan Katharine A | CEO & President | S 公開市場賣出(10b5-1) | 2.3K | 20.70 | 48K | 246K | SEC |
| 2025-03-17 | 03-18 | Marone Anthony F. JR | Chief Financial Officer | S 公開市場賣出(10b5-1) | 506 | 20.65 | 10K | 66.1K | SEC |
| 2025-03-03 | 03-04 | Marone Anthony F. JR | Chief Financial Officer | S 公開市場賣出 | 508 | 20.71 | 11K | 66.6K | SEC |
| 2025-03-03 | 03-04 | Keenan Katharine A | CEO & President | S 公開市場賣出(10b5-1) | 2.3K | 20.70 | 48K | 248K | SEC |
| 2025-01-15 | 01-16 | Cotton Leonard W | Director | A 獲配股票 | 1.5K | 18.16 | 27K | 76.4K | SEC |
| 2025-01-15 | 01-16 | DOBROWSKI THOMAS E | Director | A 獲配股票 | 2.8K | 18.16 | 52K | 129K | SEC |
| 2025-01-15 | 01-16 | SAGALYN LYNNE B | Director | A 獲配股票 | 3.2K | 18.16 | 58K | 145K | SEC |
| 2025-01-15 | 01-16 | Lynch Nnenna | Director | A 獲配股票 | 643 | 18.16 | 12K | 25.5K | SEC |
| 2025-01-15 | 01-16 | NASSAU HENRY N | Director | A 獲配股票 | 2.5K | 18.16 | 45K | 170K | SEC |
| 2024-12-17 | 12-17 | Marone Anthony F. JR | Chief Financial Officer | S 公開市場賣出(10b5-1) | 514 | 18.81 | 10K | 67.1K | SEC |
| 2024-12-15 | 12-17 | Johnson Timothy Steven | Director | A 獲配股票 | 49.9K | – | – | 473K | SEC |
| 2024-12-15 | 12-17 | Keenan Katharine A | CEO & President | A 獲配股票 | 51.9K | – | – | 251K | SEC |
| 2024-12-15 | 12-17 | Marone Anthony F. JR | Chief Financial Officer | A 獲配股票 | 12.0K | – | – | 67.6K | SEC |
| 2024-12-09 | 12-10 | Marone Anthony F. JR | Chief Financial Officer | S 公開市場賣出 | 482 | 19.07 | 9K | 55.6K | SEC |
| 2024-12-02 | 12-03 | Marone Anthony F. JR | Chief Financial Officer | S 公開市場賣出 | 506 | 19.11 | 10K | 56.1K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| BlackRock, Inc. | 25.0M | 423M | +532K (+2%) | 加碼 |
| Blackstone Inc. | 9.3M | 157M | 不變 | 持平 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8.9M | 151M | +106K (+1%) | 加碼 |
| VANGUARD CAPITAL MANAGEMENT LLC | 7.2M | 121M | −54.2K (-1%) | 減碼 |
| STATE STREET CORP | 6.4M | 112M | +270K (+4%) | 加碼 |
| UBS Group AG | 4.6M | 77.2M | +2.3M (+99%) | 加碼 |
| GEODE CAPITAL MANAGEMENT, LLC | 4.1M | 69.6M | +224K (+6%) | 加碼 |
| MORGAN STANLEY | 2.8M | 47.9M | +588K (+26%) | 加碼 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.3M | 39.6M | −134K (-5%) | 減碼 |
| NORTHERN TRUST CORP | 1.9M | 32.8M | +107K (+6%) | 加碼 |
| Qube Research & Technologies Ltd | 1.9M | 32.5M | +348K (+22%) | 加碼 |
| Invesco Ltd. | 1.6M | 26.6M | +248K (+19%) | 加碼 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1.6M | 26.5M | +50.3K (+3%) | 加碼 |
| Advisors Capital Management, LLC | 1.3M | 22.2M | +107K (+9%) | 加碼 |
| WELLS FARGO & COMPANY/MN | 1.1M | 19.1M | +83.4K (+8%) | 加碼 |
| Bank of New York Mellon Corp | 1.1M | 18.1M | +38.3K (+4%) | 加碼 |
| VANGUARD FIDUCIARY TRUST CO | 1.0M | 17.6M | +14.8K (+1%) | 加碼 |
| GOLDMAN SACHS GROUP INC | 984K | 16.7M | −453K (-32%) | 減碼 |
| BANK OF AMERICA CORP /DE/ | 977K | 16.6M | −320K (-25%) | 減碼 |
| VAN ECK ASSOCIATES CORP | 936K | 15.9M | −22.6K (-2%) | 減碼 |
| MetLife Investment Management, LLC | 905K | 15.3M | +5.2K (+1%) | 加碼 |
| Nuveen, LLC | 828K | 14.0M | +243K (+41%) | 加碼 |
| Balyasny Asset Management L.P. | 809K | 13.7M | 新進 | 新進 |
| PRINCIPAL FINANCIAL GROUP INC | 755K | 12.8M | −15.5K (-2%) | 減碼 |
| Rockefeller Capital Management L.P. | 755K | 12.8M | +26.2K (+4%) | 加碼 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 347 +10 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 48 / 38 / 124 / 88 |
| 機構合計持股 · 佔流通股 | 108M · 64.3% |
| 合計季末市值 | 1.8B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 10.7M |
|---|---|
| 與上期比 | -8.8% |
| 佔流通股數 | 6.37% |
| 日均成交量 | 1.8M |
| 回補天數 | 5.9 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 10.7M | -8.8% | 6.37% | 1.8M | 5.9 |
| 2026-08-14 | 11.8M | +21.9% | 6.98% | 3.1M | 3.8 |
| 2026-07-31 | 9.6M | +4.3% | 5.72% | 2.1M | 4.5 |
| 2026-07-15 | 9.3M | +6.1% | 5.49% | 1.5M | 6.2 |
| 2026-06-30 | 8.7M | +16.0% | 5.18% | 2.2M | 3.9 |
| 2026-06-15 | 7.5M | +0.7% | 4.46% | 993K | 7.6 |
| 2026-05-29 | 7.5M | -12.4% | 4.43% | 1.6M | 4.5 |
| 2026-05-15 | 8.5M | -14.9% | 5.05% | 1.2M | 6.9 |
| 2026-04-30 | 10.0M | +19.3% | 5.94% | 1.7M | 6.0 |
| 2026-04-15 | 8.4M | -33.3% | 4.98% | 1.5M | 5.6 |
| 2026-03-31 | 12.6M | +60.8% | 7.46% | 1.9M | 6.8 |
| 2026-03-13 | 7.8M | -6.2% | 4.64% | 1.0M | 7.6 |
| 2026-02-27 | 8.3M | -17.5% | 4.95% | 1.2M | 7.1 |
| 2026-02-13 | 10.1M | +41.8% | 6.00% | 1.7M | 5.8 |
| 2026-01-30 | 7.1M | +7.0% | 4.23% | 1.3M | 5.3 |
| 2026-01-15 | 6.7M | -31.3% | 3.95% | 1.6M | 4.3 |
| 2025-12-31 | 9.7M | -10.2% | 5.75% | 1.4M | 6.8 |
| 2025-12-15 | 10.8M | +1.4% | 6.41% | 1.3M | 8.6 |
| 2025-11-28 | 10.7M | -3.3% | 6.32% | 1.3M | 8.4 |
| 2025-11-14 | 11.0M | +5.8% | 6.53% | 1.1M | 10.3 |
| 2025-10-31 | 10.4M | +21.1% | 6.17% | 1.7M | 6.1 |
| 2025-10-15 | 8.6M | +1.9% | 5.10% | 1.6M | 5.2 |
| 2025-09-30 | 8.4M | +7.2% | 5.00% | 1.9M | 4.5 |
| 2025-09-15 | 7.9M | -11.9% | 4.66% | 869K | 9.0 |
| 2025-08-29 | 8.9M | +7.2% | 5.29% | 771K | 11.6 |
| 2025-08-15 | 8.3M | +3.7% | 4.93% | 1.1M | 7.8 |