Baldwin Investment Management, LLC

Position in BX — Blackstone Inc.

CIK 1346378 WEST CONSHOHOCKEN, PA

Position in BX

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,413,099

+$32,185 QoQ

Shares Held

12,009

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#269

of 770 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Financial Services · as of Jun 30, 2026

Baldwin Investment Management, LLC holds $9,325,303 across 4 Asset Management names. BX ranks #2 (15.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	6,867	$6,603,032
2	BX	Blackstone Inc. This page	12,009	$1,413,099
3	ARCC	Ares Capital Corp	59,409	$1,100,848
4	HQL	abrdn Life Sciences Investors	10,411	$208,324

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,413,099	12,009	0.0%	Shares	Sole	2026-07-28
2026-03-31	$1,380,914	12,009	0.0%	Shares	Sole	2026-05-12
2025-12-31	$1,851,067	12,009	-4.0%	Shares	Sole	2026-02-13
2025-09-30	$2,137,504	12,511	0.0%	Shares	Sole	2025-11-10
2025-06-30	$1,871,395	12,511	-2.1%	Shares	Sole	2025-08-11
2025-03-31	$1,786,528	12,781	-24.5%	Shares	Sole	2025-05-07
2024-12-31	$2,917,518	16,921	-0.0%	Shares	Sole	2025-02-14
2024-09-30	$2,591,265	16,922	-1.1%	Shares	Sole	2024-11-13
2024-06-30	$2,119,084	17,117	+0.3%	Shares	Sole	2024-07-30
2024-03-31	$2,242,485	17,070	+36.0%	Shares	Sole	2024-05-14
2023-12-31	$1,642,653	12,547	+0.6%	Shares	Sole	2024-02-13
2023-09-30	$1,336,250	12,472	+2.1%	Shares	Sole	2023-11-14
2023-06-30	$1,135,163	12,210	-2.7%	Shares	Sole	2023-08-01
2023-03-31	$1,102,392	12,550	0.0%	Shares	Sole	2023-05-15
2022-12-31	$931,084	12,550	+5.5%	Shares	Sole	2023-02-10
2022-09-30	$996,030	11,900	-5.2%	Shares	Sole	2022-11-14
2022-06-30	$1,144,936	12,550	0.0%	Shares	Sole	2022-08-02
2022-03-31	$1,593,097	12,550	-10.4%	Shares	Sole	2022-05-16
2021-12-31	$1,811,460	14,000	0.0%	Shares	Sole	2022-02-11
2021-09-30	$1,628,760	14,000	0.0%	Shares	Sole	2021-11-15
2021-06-30	$1,359,960	14,000	-2.8%	Shares	Sole	2021-08-16
2021-03-31	$1,073,232	14,400	0.0%	Shares	Sole	2021-05-14
2020-12-31	$933,264	14,400	0.0%	Shares	Sole	2021-02-16
2020-09-30	$751,680	14,400	0.0%	Shares	Sole	2020-11-13
2020-06-30	$815,904	14,400	0.0%	Shares	Sole	2020-07-27
2020-03-31	$656,208	14,400	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.