BX Blackstone Inc.
Blackstone Inc. (BX) Institutional Ownership
What the institutions did with BX last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| CACTI ASSET MANAGEMENT LLC | 640.7K | 71.7% |
| NEVILLE RODIE & SHAW INC | 92.1K | 10.3% |
| MassMutual Private Wealth & Trust, FSB | 71.3K | 8.0% |
| Coastline Trust Co | 17.1K | 1.9% |
| EASTERN BANK | 10.8K | 1.2% |
| Parrish Capital LLC | 10.5K | 1.2% |
| Boltwood Capital Management | 9.2K | 1.0% |
| Adelphi Trust Co | 6.9K | 0.8% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 5.8K | 0.6% |
| Montecito Bank & Trust | 5.4K | 0.6% |
| ROCKLAND TRUST CO | 5.0K | 0.6% |
| CX Institutional | 4.9K | 0.5% |
| DOLIVER ADVISORS, LP | 3.5K | 0.4% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 3.3K | 0.4% |
| Versant Capital Management, Inc | 2.8K | 0.3% |
| PARK NATIONAL CORP /OH/ | 2.5K | 0.3% |
| Noble Wealth Management PBC | 1.1K | 0.1% |
| BURKETT FINANCIAL SERVICES, LLC | 510 | 0.1% |
| Rosenberg Matthew Hamilton | 418 | 0.0% |
| TOMPKINS FINANCIAL CORP | 150 | 0.0% |
| Roxbury Financial LLC | 121 | 0.0% |
| Planning Strategies Inc. | 94 | 0.0% |
| Hickory Point Bank & Trust | 75 | 0.0% |
| Miller Global Investments, LLC | 25 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Reduced | 6.2K | 3.3K | -2.9K |
| ARGENT CAPITAL MANAGEMENT LLC | Sold Out | 2.9K | 0 | -2.9K |
| NEVILLE RODIE & SHAW INC | Reduced | 93.7K | 92.1K | -1.6K |
| MassMutual Private Wealth & Trust, FSB | Reduced | 72.6K | 71.3K | -1.3K |
| PARK NATIONAL CORP /OH/ | Reduced | 3.6K | 2.5K | -1.0K |
| Central Pacific Bank - Trust Division | Sold Out | 862 | 0 | -862 |
| EASTERN BANK | Increased | 10.1K | 10.8K | +758 |
| Coastline Trust Co | Reduced | 17.7K | 17.1K | -650 |
| BURKETT FINANCIAL SERVICES, LLC | New | 0 | 510 | +510 |
| CX Institutional | Increased | 4.6K | 4.9K | +262 |
| Boltwood Capital Management | Increased | 9.0K | 9.2K | +225 |
| ROCKLAND TRUST CO | Increased | 4.8K | 5.0K | +210 |
| Versant Capital Management, Inc | Increased | 2.6K | 2.8K | +175 |
| Parrish Capital LLC | Reduced | 10.7K | 10.5K | -170 |
| Montecito Bank & Trust | Increased | 5.3K | 5.4K | +154 |
| Adelphi Trust Co | Reduced | 7.0K | 6.9K | -108 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Reduced | 5.8K | 5.8K | -32 |
| Roxbury Financial LLC | Reduced | 133 | 121 | -12 |
| Noble Wealth Management PBC | Increased | 1.1K | 1.1K | +9 |
| Planning Strategies Inc. | Increased | 85 | 94 | +9 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.