SANDERS MORRIS HARRIS LLC BX — BLACKSTONE GROUP L P

Ownership history in SANDERS MORRIS HARRIS LLC  ·  40 quarters on record

AI Ownership Summary

SANDERS MORRIS HARRIS LLC reported BLACKSTONE GROUP L P (BX) in 40 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 18.56% in 2025 Q2. The latest visible filing shows BX at 2.42% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SANDERS MORRIS HARRIS LLC's position in BLACKSTONE GROUP L P, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BX was reported at 2.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
18.56% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BX stock page SANDERS MORRIS HARRIS LLC fund profile SANDERS MORRIS HARRIS LLC full holdings
How SANDERS MORRIS HARRIS LLC held BX — position size vs. price
% of Fund (quarterly)    BX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 132,944 -400,456 -75.1% 2.42% $15.3M 2026-04-09 $116.90
2025 Q3 ADDED — — — 533,400 +13,965 +2.7% 12.02% $91.1M 2025-10-07 $161.58
2025 Q2 REDUCED — — — 519,435 -12,345 -2.3% 18.56% $77.7M 2025-07-30 $170.76
2025 Q1 ADDED — — — 531,780 +22,021 +4.3% 11.49% $74.4M 2025-04-09 $132.84
2024 Q4 REDUCED — — — 509,759 -7,669 -1.5% 13.24% $88.7M 2025-01-15 $167.94
2024 Q3 REDUCED — — — 517,428 -17,398 -3.3% 13.14% $79.2M 2024-10-09 $141.59
2024 Q2 ADDED — — — 534,826 +10,336 +2.0% 10.87% $66.2M 2024-07-12 $122.66
2024 Q1 ADDED — — — 524,490 +507,530 +2992.5% 12.65% $68.9M 2024-04-11 $119.52
2023 Q4 REDUCED 96.9% +0.8% ❌ 16,960 -526,933 -96.9% 1.02% $2.1M 2024-01-10 $113.63
31 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BX

As of 2026 Q1 — sorted by position size

WALNUT PRIVATE EQUITY PARTNERS, LLC 3Y 7Y 23.08% Highlander Partners, L.P. 3Y 10.74% GUARDIAN INVESTMENT MANAGEMENT 3Y 7Y 7.21% Grange Capital, LLC 5.54% CACTI ASSET MANAGEMENT LLC 3Y 7Y 4.47% Tranquility Partners, LLC 3Y 4.02% FISHMAN JAY A LTD/MI 3Y 7Y 3.65% Randolph Co Inc 3Y 7Y 3.62% Point Windward Advisors Inc. 3Y 7Y 3.54% Avory & Company, LLC 3Y 3.35%

FAQ About SANDERS MORRIS HARRIS LLC and BX

These are the practical questions this page is built to answer before you even open the full history table.

How long has SANDERS MORRIS HARRIS LLC reported owning BX?

SANDERS MORRIS HARRIS LLC reported BX across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BX position in SANDERS MORRIS HARRIS LLC's portfolio?

The largest reported portfolio weight for BX was 18.56% in 2025 Q2.

What is the latest reported BX position on this page?

The most recent filing on this page is 2026 Q1, when SANDERS MORRIS HARRIS LLC reported 132,944 shares, equal to 2.42% of portfolio, with an estimated market value of $15.3M.

What does the chart on this BX ownership page compare?

The chart compares SANDERS MORRIS HARRIS LLC's quarterly BX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SANDERS MORRIS HARRIS LLC time their BX position?

Based on 13F filing dates vs. subsequent BX price moves, SANDERS MORRIS HARRIS LLC correctly timed 22 out of 39 reported position changes (56%).

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