Position in BX
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$14,685,686
-$958,243 QoQ
Shares Held
124,804
-8.3% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#290
of 2,112 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Derivatives in BX
reported options exposure · as of Jun 30, 2026CallValue
$1,675
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Asset Management
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $377,714,113 across 121 Asset Management names. BX ranks #5 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
|
720,078 | $109,473,458 | |
| 2 | STT |
State Street Corp
|
244,864 | $41,528,934 | |
| 3 | BLK |
BlackRock, Inc.
|
28,708 | $27,604,464 | |
| 4 | AMP |
Ameriprise Financial Inc
|
34,541 | $15,846,029 | |
| 5 | BX |
Blackstone Inc.
This page
|
124,804 | $14,685,686 | |
| 6 | FHI |
Federated Hermes, Inc.
|
250,866 | $13,852,820 | |
| 7 | NTRS |
Northern Trust Corp
|
72,801 | $12,655,725 | |
| 8 | JHG |
Janus Henderson Group Ltd.
|
187,868 | $9,759,742 |
All Filings in BX
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,685,686 | 124,804 | Shares | Sole | 2026-08-19 | |
| 2026-06-30 | $1,675 | 100 | Call | Sole | 2026-08-19 | |
| 2026-03-31 | $15,643,929 | 136,046 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $32,085,936 | 208,161 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $19,606,575 | 114,759 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,723,251 | 105,116 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $14,134,413 | 101,119 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $14,808,291 | 85,885 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $17,190,067 | 112,258 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,510,372 | 84,898 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $10,369,822 | 78,936 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $10,140,277 | 77,454 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $7,474,836 | 69,767 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $6,269,617 | 67,437 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,880,448 | 66,945 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $4,362,297 | 58,799 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,781,231 | 45,176 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $4,076,612 | 44,685 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $4,438,457 | 34,965 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $4,021,311 | 31,079 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,929,673 | 25,182 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,488,338 | 25,616 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,404,592 | 18,846 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $1,118,685 | 17,261 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $951,762 | 18,233 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $1,102,546 | 19,459 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,895,074 | 41,586 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||