Who holds BXticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

BLACKSTONE INC · COM · quarter ended 2026-03-31 · 23 members disclosed BX ↗

1,709

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$53.3B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

867

addsholders whose share count rose or who opened the position (new + add), by shares

304

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of BX ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$6.1B	52,702,690	+1,273,962	add
2	VANGUARD CAPITAL MANAGEMENT LLC	$5.6B	48,309,794	—	no prior
3	MORGAN STANLEY	$3.7B	32,494,438	−367,727	trim
4	STATE STREET CORP	$3.7B	32,027,701	+485,692	add
5	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$2.5B	21,359,609	+17,007,658	add
6	GEODE CAPITAL MANAGEMENT, LLC	$2.1B	18,317,778	+1,002,596	add
7	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.8B	16,037,998	—	no prior
8	Capital Research Global Investors	$1.7B	14,740,886	+8,359,119	add
9	BANK OF AMERICA CORP /DE/	$1.3B	11,538,067	+384,264	add
10	UBS Group AG	$858M	7,463,536	+1,657,307	add
11	NORTHERN TRUST CORP	$821M	7,143,281	−30,785	trim
12	Capital World Investors	$797M	6,926,865	−4,631,513	trim
13	WELLS FARGO & COMPANY/MN	$640M	5,566,780	+550,053	add
14	Aristotle Capital Management, LLC	$600M	5,216,518	−238,854	trim
15	Legal & General Group Plc	$562M	4,890,077	+261,569	add
16	ROYAL BANK OF CANADA	$540M	4,697,075	−3,596,931	trim
17	Bank of New York Mellon Corp	$520M	4,520,908	+333,798	add
18	Janus Henderson Group Ltd.	$509M	4,466,274	−3,786,019	trim
19	VANGUARD FIDUCIARY TRUST CO	$496M	4,310,130	—	no prior
20	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$495M	4,300,519	−80,781	trim
21	CIBC Bancorp USA Inc.	$465M	4,039,532	—	no prior
22	Capital International Investors	$449M	3,901,599	+230,709	add
23	D. E. Shaw & Co., Inc.	$435M	3,781,729	+3,750,248	add
24	BARCLAYS PLC	$374M	3,251,821	+721,454	add
25	Invesco Ltd.	$358M	3,111,980	+672,044	add
26	Clearbridge Investments, LLC	$351M	3,056,290	+2,857,650	add
27	DEUTSCHE BANK AG\	$315M	2,736,078	+699,045	add
28	EDGEWOOD MANAGEMENT LLC	$289M	2,513,803	−3,239,119	trim
29	Focus Partners Wealth	$289M	2,510,528	+1,186,360	add
30	Amundi	$281M	2,445,131	−264,214	trim
31	HighTower Advisors, LLC	$274M	2,383,661	+690,810	add
32	BECK MACK & OLIVER LLC	$260M	2,259,068	+109,654	add
33	Nuveen, LLC	$234M	2,036,523	+13,973	add
34	National Philanthropic Trust	$227M	1,975,576	—	no prior
35	STIFEL FINANCIAL CORP	$224M	1,948,494	+575,394	add
36	RAYMOND JAMES FINANCIAL INC	$220M	1,909,450	+67,412	add
37	Mitsubishi UFJ Asset Management Co., Ltd.	$194M	1,685,895	+131,744	add
38	HSBC HOLDINGS PLC	$192M	1,669,894	−1,926,000	trim
39	Vanguard Global Advisers, LLC	$188M	1,637,296	—	no prior
40	Sumitomo Mitsui Trust Group, Inc.	$186M	1,613,494	−63,571	trim
41	National Pension Service	$184M	1,600,728	+1,600,728	new
42	DIMENSIONAL FUND ADVISORS LP	$177M	1,539,157	+113,608	add
43	LAZARD ASSET MANAGEMENT LLC	$174M	1,509,211	+27,788	add
44	VANGUARD ASSET MANAGEMENT, Ltd	$171M	1,486,663	—	no prior
45	LPL Financial LLC	$169M	1,469,080	+169,089	add
46	RENAISSANCE TECHNOLOGIES LLC	$165M	1,431,400	+1,431,400	new
47	WORLDQUANT MILLENNIUM ADVISORS LLC	$160M	1,395,240	+1,151,992	add
48	Cryder Capital Partners LLP	$160M	1,391,293	+300,648	add
49	Evercore Wealth Management, LLC	$155M	1,345,665	+28,573	add
50	FMR LLC	$154M	1,337,444	−3,889,929	trim
51	ALLIANCEBERNSTEIN L.P.	$150M	971,507	+130,879	add
52	RHUMBLINE ADVISERS	$147M	1,275,696	−9,480	trim
53	Heard Capital LLC	$142M	1,232,890	+79,850	add
54	MARKEL GROUP INC.	$141M	1,229,000	0	no change
55	CITIGROUP INC	$139M	1,212,751	+236,667	add
56	BLAIR WILLIAM & CO/IL	$136M	1,178,612	−190,433	trim
57	BROWN ADVISORY INC	$135M	1,177,958	−59,269	trim
58	CANADA PENSION PLAN INVESTMENT BOARD	$129M	1,125,403	+128,538	add
59	Rockefeller Capital Management L.P.	$124M	1,079,967	+247,662	add
60	Ensign Peak Advisors, Inc	$124M	1,079,391	+76,837	add
61	NATIONAL BANK OF CANADA /FI/	$118M	1,025,999	+406,413	add
62	Aberdeen Group plc	$115M	1,000,013	+275,027	add
63	AQR CAPITAL MANAGEMENT LLC	$109M	962,980	+674,646	add
64	Swiss Life Asset Management Ltd	$104M	904,014	+31,534	add
65	BANK OF MONTREAL /CAN/	$104M	900,569	−150,581	trim
66	NEW YORK STATE COMMON RETIREMENT FUND	$102M	891,020	+2,800	add
67	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$101M	882,657	+395,027	add
68	PRINCIPAL FINANCIAL GROUP INC	$98.8M	858,964	+34,323	add
69	BANK OF NOVA SCOTIA	$92.8M	807,184	+386,889	add
70	FIRST FINANCIAL BANKSHARES INC	$89.7M	780,212	+45,290	add
71	Qube Research & Technologies Ltd	$88.1M	766,400	+631,222	add
72	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$86.4M	751,468	+569,401	add
73	Advisors Capital Management, LLC	$81.8M	711,265	−126,217	trim
74	Mirae Asset Global Investments Co., Ltd.	$79.6M	691,972	+547,672	add
75	John & Kathleen Schreiber Foundation	$78.1M	679,426	−18,197	trim
76	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$73.9M	642,750	0	no change
77	CITADEL ADVISORS LLC	$71.5M	621,582	−1,319,814	trim
78	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$70.6M	614,323	−37,669	trim
79	ADAGE CAPITAL PARTNERS GP, L.L.C.	$70.2M	610,800	−45,900	trim
80	Cerity Partners LLC	$69.4M	603,398	+182,118	add
81	AVIVA PLC	$65.1M	566,009	+12,072	add
82	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	$63.6M	552,810	−1,790	trim
83	NewEdge Wealth, LLC	$61.8M	537,227	−177,475	trim
84	COMMONWEALTH EQUITY SERVICES, LLC	$61.1M	531,405	−53,228	trim
85	TWO SIGMA INVESTMENTS, LP	$58.8M	511,363	+511,363	new
86	Universal- Beteiligungs- und Servicegesellschaft mbH	$58.3M	506,691	−83,520	trim
87	BARR E S & CO	$56.3M	489,660	−5,594	trim
88	FRANKLIN RESOURCES INC	$54.8M	476,415	−924,579	trim
89	BOWEN HANES & CO INC	$54.4M	473,338	+41,931	add
90	Mariner, LLC	$53.0M	461,328	−4,845	trim
91	Callodine Capital Management, LP	$51.9M	450,970	+450,970	new
92	SEI INVESTMENTS CO	$51.6M	448,746	+15,815	add
93	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$51.1M	444,189	+444,189	new
94	BNP Paribas Asset Management Holding S.A.	$50.7M	441,253	+379,802	add
95	NOMURA ASSET MANAGEMENT CO LTD	$49.5M	430,536	+8,338	add
96	Cetera Investment Advisers	$49.2M	427,819	+64,966	add
97	MEITAV INVESTMENT HOUSE LTD	$48.5M	421,630	+54,385	add
98	OSAIC HOLDINGS, INC.	$48.0M	417,134	+20,279	add
99	ENVESTNET ASSET MANAGEMENT INC	$46.9M	407,766	+95,891	add
100	PFA Pension, Forsikringsaktieselskab	$46.7M	406,539	+406,539	new
101	Walleye Trading LLC	$46.7M	405,703	+347,589	add
102	Creative Planning	$46.2M	401,722	+14,641	add
103	Pictet Asset Management Holding SA	$46.1M	400,979	−1,423	trim
104	STATE OF WISCONSIN INVESTMENT BOARD	$45.5M	395,464	+13,558	add
105	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$45.3M	393,620	−29,192	trim
106	ARS Investment Partners, LLC	$44.3M	385,546	+141,340	add
107	Chevy Chase Trust Holdings, LLC	$43.4M	377,762	+1,637	add
108	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$43.3M	376,390	0	no change
109	Corient Private Wealth LLC	$42.9M	394,035	−501,355	trim
110	Vanguard Investments Australia, Ltd.	$42.4M	368,300	—	no prior
111	TORONTO DOMINION BANK	$41.8M	363,254	+38,173	add
112	CREDIT AGRICOLE S A	$40.5M	352,536	−482,481	trim
113	JANE STREET GROUP, LLC	$40.3M	350,781	−1,301,898	trim
114	PRUDENTIAL FINANCIAL INC	$40.2M	349,492	−3,855	trim
115	IEQ CAPITAL, LLC	$39.9M	347,248	+113,556	add
116	MFF Capital Investments Ltd	$39.7M	345,251	+83,450	add
117	COUNTRY TRUST BANK	$39.0M	339,487	+67,607	add
118	APG Asset Management N.V.	$38.2M	383,063	+609	add
119	Randolph Co Inc	$37.9M	329,389	+2,989	add
120	Coalescence Partners Investment Management, LP	$37.6M	326,626	+326,626	new
121	Woodline Partners LP	$37.4M	325,140	+14,559	add
122	VICTORY CAPITAL MANAGEMENT INC	$36.6M	318,423	+84,575	add
123	Kimelman & Baird, LLC	$36.0M	312,666	−1,109	trim
124	CIBC WORLD MARKET INC.	$35.8M	311,487	+142,372	add
125	Asset Management One Co., Ltd.	$35.7M	310,628	−32,734	trim
126	TD ASSET MANAGEMENT INC	$35.0M	304,266	+18,784	add
127	Mitsubishi UFJ Trust & Banking Corp	$35.0M	304,205	+4,100	add
128	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$34.7M	302,036	+610	add
129	Allspring Global Investments Holdings, LLC	$34.4M	301,172	+52,163	add
130	Jain Global LLC	$34.3M	298,080	−78,503	trim
131	TD Waterhouse Canada Inc.	$33.8M	295,840	+61,600	add
132	STEPHENS INC /AR/	$33.6M	291,762	−4,407	trim
133	NATIXIS	$33.0M	286,928	+90,598	add
134	DANSKE BANK A/S	$32.9M	286,356	−5,500	trim
135	Compagnie Lombard Odier SCmA	$32.7M	284,578	−99,862	trim
136	Trexquant Investment LP	$32.5M	282,672	+197,823	add
137	FIFTH THIRD BANCORP	$32.2M	280,117	+208,337	add
138	KLP KAPITALFORVALTNING AS	$31.3M	272,400	+6,400	add
139	Kestra Advisory Services, LLC	$30.7M	267,390	+43,399	add
140	Gotham Asset Management, LLC	$30.4M	264,769	+241,010	add
141	SCHRODER INVESTMENT MANAGEMENT GROUP	$30.2M	270,669	−76,831	trim
142	CIBC Asset Management Inc	$29.4M	255,595	+6,260	add
143	Chicago Partners Investment Group LLC	$29.1M	224,085	+2,969	add
144	State of New Jersey Common Pension Fund D	$29.0M	252,627	0	no change
145	ADELL HARRIMAN & CARPENTER INC	$28.9M	251,002	−4,291	trim
146	CAPITAL ADVISORS INC/OK	$28.7M	249,625	+81,198	add
147	Prospera Financial Services Inc	$28.6M	248,639	+11,567	add
148	Midwest Trust Co	$28.4M	246,976	+58,175	add
149	Private Advisor Group, LLC	$28.1M	244,376	+8,821	add
150	Empowered Funds, LLC	$27.9M	242,487	+91,504	add
151	Quantinno Capital Management LP	$27.9M	242,340	+7,850	add
152	DnB Asset Management AS	$27.8M	241,474	−21,930	trim
153	Highlander Partners, L.P.	$27.4M	238,600	−5,400	trim
154	STOREBRAND ASSET MANAGEMENT AS	$27.3M	237,387	—	no prior
155	Lansforsakringar Fondforvaltning AB (publ)	$27.2M	236,557	+655	add
156	Sequoia Financial Advisors, LLC	$26.8M	233,387	+26,889	add
157	Swedbank AB	$26.6M	231,329	+40	add
158	MILLENNIUM MANAGEMENT LLC	$26.4M	229,238	−310,247	trim
159	MOODY LYNN LIEBERSON & WALKER, LLC	$26.1M	227,372	−51,280	trim
160	Resona Asset Management Co.,Ltd.	$26.0M	227,440	+7,409	add
161	Clearstead Advisors, LLC	$25.3M	219,930	+150,463	add
162	Tredje AP-fonden	$25.2M	219,375	+219,375	new
163	Korea Investment CORP	$24.8M	215,983	−68,000	trim
164	BALDWIN WEALTH PARTNERS LLC/MA	$24.7M	214,889	−18,441	trim
165	PUBLIC SECTOR PENSION INVESTMENT BOARD	$24.5M	212,999	+24,973	add
166	Saba Capital Management, L.P.	$24.3M	211,134	+211,134	new
167	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$24.1M	233,763	−231,850	trim
168	KCM INVESTMENT ADVISORS LLC	$24.1M	209,212	−3,194	trim
169	MetLife Investment Management, LLC	$24.0M	208,301	−4,541	trim
170	Sanctuary Advisors, LLC	$23.5M	204,262	+15,762	add
171	Czech National Bank	$23.4M	203,902	+9,184	add
172	XPONANCE LLC	$23.4M	203,535	+16,997	add
173	Arizona State Retirement System	$23.3M	202,374	−4,019	trim
174	Destination Wealth Management	$23.0M	199,657	+12,406	add
175	COMMERCE BANK	$22.7M	197,584	−118,931	trim
176	Federation des caisses Desjardins du Quebec	$22.6M	196,770	+28,995	add
177	STATE OF MICHIGAN RETIREMENT SYSTEM	$22.5M	195,600	+2,300	add
178	BW Gestao de Investimentos Ltda.	$22.5M	195,580	+46,804	add
179	PINNACLE ASSOCIATES LTD	$22.5M	195,249	−283	trim
180	Capital International, Inc./CA/	$22.4M	194,948	+79,010	add
181	Integrated Advisors Network LLC	$22.3M	193,739	−26,037	trim
182	TRUIST FINANCIAL CORP	$22.2M	193,228	−29,086	trim
183	Archon Partners LLC	$21.8M	190,000	0	no change
184	Zurcher Kantonalbank (Zurich Cantonalbank)	$21.7M	189,079	+189,079	new
185	Rafferty Asset Management, LLC	$21.2M	184,393	−43,886	trim
186	&PARTNERS	$21.1M	182,664	+74,362	add
187	GUGGENHEIM CAPITAL LLC	$20.9M	182,186	−5,442	trim
188	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$20.3M	176,522	+57,250	add
189	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$20.1M	174,401	+2,633	add
190	SOROS FUND MANAGEMENT LLC	$19.9M	173,489	+173,489	new
191	TCTC Holdings, LLC	$19.2M	167,241	+143,475	add
192	TORRAY INVESTMENT PARTNERS LLC	$19.0M	165,160	+25,613	add
193	Enstar Group LTD	$18.9M	164,428	0	no change
194	First Long Island Investors, LLC	$18.9M	164,312	−579	trim
195	Allianz Asset Management GmbH	$18.7M	162,861	+45,707	add
196	ProShare Advisors LLC	$18.4M	160,158	−4,797	trim
197	Retirement Systems of Alabama	$18.3M	158,990	+1,897	add
198	Equitable Holdings, Inc.	$18.3M	131,247	+35,443	add
199	Edgemoor Investment Advisors, Inc.	$18.0M	156,613	+2,761	add
200	GROUP ONE TRADING LLC	$17.8M	155,114	+155,114	new
201	SEB Asset Management AB	$17.6M	153,419	—	no prior
202	Baird Financial Group, Inc.	$17.6M	153,210	+153,210	new
203	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$17.5M	152,469	+19,116	add
204	VOYA INVESTMENT MANAGEMENT LLC	$17.5M	152,109	−352,280	trim
205	CI INVESTMENTS INC.	$17.1M	148,546	−7,027	trim
206	FOUNDATIONS INVESTMENT ADVISORS, LLC	$17.0M	148,197	+31,201	add
207	Varma Mutual Pension Insurance Co	$16.8M	146,100	0	no change
208	FIRST MANHATTAN CO. LLC.	$16.6M	144,347	−476	trim
209	TUDOR INVESTMENT CORP ET AL	$16.6M	144,275	+144,275	new
210	D.A. DAVIDSON & CO.	$16.5M	143,525	−5,572	trim
211	IFM Investors Pty Ltd	$16.5M	143,467	+5,537	add
212	Texas Yale Capital Corp.	$16.3M	141,494	−445	trim
213	TEACHER RETIREMENT SYSTEM OF TEXAS	$16.2M	141,171	+8,568	add
214	Cresset Asset Management, LLC	$16.0M	138,993	+10,125	add
215	Waverly Advisors, LLC	$15.9M	138,051	+10,778	add
216	Moran Wealth Management, LLC	$15.7M	136,173	−5,038	trim
217	MERCER GLOBAL ADVISORS INC /ADV	$15.6M	136,046	−72,115	trim
218	SANDERS MORRIS HARRIS LLC	$15.3M	132,944	+132,944	new
219	OPPENHEIMER & CO INC	$15.3M	132,898	+5,080	add
220	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$15.2M	132,177	−156,850	trim
221	CHOREO, LLC	$15.1M	131,619	+3,950	add
222	Man Group plc	$15.1M	131,325	+124,224	add
223	US BANCORP \DE\	$15.0M	130,809	−17,245	trim
224	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$14.9M	130,000	−37,947	trim
225	PERRYMAN FINANCIAL ADVISORY INC /AD	$14.9M	129,727	+844	add
226	Daiwa Securities Group Inc.	$14.8M	128,982	+5,461	add
227	Amplius Wealth Advisors, LLC	$14.8M	128,696	+1,870	add
228	Vantage Investment Partners, LLC	$14.6M	127,062	+35,557	add
229	Evelyn Partners Investment Management LLP	$14.6M	126,850	−26,183	trim
230	CAPSTONE INVESTMENT ADVISORS, LLC	$14.5M	125,947	+74,190	add
231	Quadrature Capital Ltd	$14.4M	125,409	+125,409	new
232	Engineers Gate Manager LP	$14.3M	124,613	+124,613	new
233	USS Investment Management Ltd	$14.2M	123,861	+6,039	add
234	NISA INVESTMENT ADVISORS, LLC	$14.2M	123,361	−7,916	trim
235	Concurrent Investment Advisors, LLC	$13.9M	120,926	+8,426	add
236	Utah Retirement Systems	$13.9M	120,548	−902	trim
237	Fort Sheridan Advisors LLC	$13.8M	120,091	+7,739	add
238	SouthState Bank Corp	$13.7M	118,707	+1,655	add
239	Aquatic Capital Management LLC	$13.4M	116,220	+80,717	add
240	Stratos Wealth Advisors, LLC	$13.3M	116,071	+4,036	add
241	QRG CAPITAL MANAGEMENT, INC.	$13.3M	115,229	+2,605	add
242	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$13.2M	115,329	+40,765	add
243	KIDS CAPITAL MANAGEMENT, L.P.	$13.2M	115,000	0	no change
244	Mirador Capital Partners LP	$12.8M	111,032	+1,986	add
245	LONGFELLOW INVESTMENT MANAGEMENT CO LLC	$12.7M	110,072	+101,251	add
246	MACKENZIE FINANCIAL CORP	$12.5M	108,815	−816,343	trim
247	Elo Mutual Pension Insurance Co	$12.5M	108,595	+24,684	add
248	Calamos Advisors LLC	$12.4M	107,620	+13,938	add
249	Rakuten Investment Management, Inc.	$12.4M	110,871	+13,786	add
250	Pathstone Holdings, LLC	$12.3M	106,738	+11,135	add
251	Atlantic Union Bankshares Corp	$12.3M	106,620	+2,120	add
252	Canal Capital Management, LLC	$12.1M	105,645	+15,892	add
253	NEOS Investment Management LLC	$12.1M	105,508	+4,878	add
254	IMC-Chicago, LLC	$12.1M	105,309	+76,918	add
255	PARSONS CAPITAL MANAGEMENT INC/RI	$12.1M	105,029	+2,263	add
256	Fidelity National Financial, Inc.	$12.1M	105,000	0	no change
257	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$11.9M	103,894	+2,732	add
258	MACQUARIE GROUP LTD	$11.9M	103,842	−38,180	trim
259	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$11.7M	101,771	−29,027	trim
260	Maven Securities LTD	$11.6M	101,381	+101,381	new
261	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	$11.5M	100,422	+2,750	add
262	Wealthfront Advisers LLC	$11.3M	98,466	+22,419	add
263	MML INVESTORS SERVICES, LLC	$11.3M	98,063	−64,180	trim
264	Sumitomo Mitsui DS Asset Management Company, Ltd	$11.1M	96,150	+1,503	add
265	BAMCO INC /NY/	$10.9M	94,599	−485,411	trim
266	JACOBSON & SCHMITT ADVISORS, LLC	$10.9M	94,550	+4,074	add
267	NISSAY ASSET MANAGEMENT CORP /JAPAN	$10.9M	94,384	+1,499	add
268	Yarbrough Capital, LLC	$10.8M	94,255	0	no change
269	SCOTIA CAPITAL INC.	$10.8M	93,500	−1,267	trim
270	Tranquility Partners, LLC	$10.7M	92,292	+11,551	add
271	Lalia Capital, LLC	$10.5M	91,047	+91,047	new
272	Sargent Investment Group, LLC	$10.5M	90,915	+814	add
273	Bleichroeder LP	$10.4M	90,750	0	no change
274	11 Capital Partners LP	$10.4M	90,726	−4,900	trim
275	NewEdge Advisors, LLC	$10.4M	90,619	+90,619	new
276	Spinecap SAS	$10.4M	90,534	+22,606	add
277	Consolidated Investment Group LLC	$10.4M	90,439	+7,150	add
278	Kamunting Street Capital Management, L.P.	$10.3M	90,000	+90,000	new
279	CWM, LLC	$10.3M	89,727	+13,742	add
280	BECKER CAPITAL MANAGEMENT INC	$10.3M	89,608	−711	trim
281	AMERICAN CENTURY COMPANIES INC	$10.2M	89,101	+5,854	add
282	Vanguard Personalized Indexing Management, LLC	$10.2M	88,457	−12,494	trim
283	Pinnacle Financial Partners, Inc.	$10.1M	88,147	+1,243	add
284	M&T BANK CORP	$10.1M	88,032	−7,046	trim
285	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$10.1M	87,690	+87,690	new
286	EXCHANGE TRADED CONCEPTS, LLC	$10.1M	87,648	+78,161	add
287	Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD	$10.1M	87,585	0	no change
288	Parallax Volatility Advisers, L.P.	$10.0M	78,056	+78,056	new
289	Danica Pension, Livsforsikringsaktieselskab	$9.9M	86,004	+86,004	new
290	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$9.9M	85,737	+1,179	add
291	Embree Financial Group	$9.7M	84,281	+13,077	add
292	Bragg Financial Advisors, Inc	$9.7M	84,108	+8,758	add
293	Bulltick Wealth Management, LLC	$9.6M	83,800	+42,751	add
294	Lido Advisors, LLC	$9.5M	82,522	−29,676	trim
295	Apollon Wealth Management, LLC	$9.5M	82,398	−49,538	trim
296	Steward Partners Investment Advisory, LLC	$9.5M	82,329	−18,811	trim
297	GFG Capital, LLC	$9.4M	81,607	+28,087	add
298	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$9.2M	79,638	+343	add
299	GUARDIAN INVESTMENT MANAGEMENT	$9.1M	79,429	0	no change
300	World Investment Advisors	$9.0M	78,693	−1,148	trim
301	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$9.0M	78,178	−29,686	trim
302	Red Door Wealth Management, LLC	$8.9M	77,663	+866	add
303	WELLINGTON MANAGEMENT GROUP LLP	$8.9M	77,544	−31,304	trim
304	YOUSIF CAPITAL MANAGEMENT, LLC	$8.8M	76,676	−1,765	trim
305	B & T Capital Management DBA Alpha Capital Management	$8.7M	75,480	+16,435	add
306	NORDEA INVESTMENT MANAGEMENT AB	$8.7M	77,172	+4,477	add
307	Voleon Capital Management LP	$8.6M	75,085	+73,619	add
308	OP Asset Management Ltd	$8.6M	74,945	—	no prior
309	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$8.5M	73,952	−1,803,601	trim
310	Cornerstone Wealth Management, LLC	$8.5M	73,747	+15,810	add
311	Strategic Wealth Investment Group, LLC	$8.4M	72,669	+9,599	add
312	CWA Asset Management Group, LLC	$8.4M	72,641	−5,154	trim
313	Narwhal Capital Management	$8.3M	72,533	+779	add
314	MEYER HANDELMAN CO	$8.3M	72,157	−1,035	trim
315	HOWLAND CAPITAL MANAGEMENT LLC	$8.2M	71,742	−11,262	trim
316	Havemeyer Place LP	$8.2M	71,612	+57,219	add
317	GRIFFIN ASSET MANAGEMENT, INC.	$8.2M	71,537	−16,222	trim
318	Beacon Pointe Advisors, LLC	$8.2M	71,148	+35,135	add
319	Robertson Stephens Wealth Management, LLC	$8.1M	70,461	+4,612	add
320	CenterBook Partners LP	$8.1M	70,355	+67,968	add
321	Marietta Wealth Management, LLC	$8.0M	69,554	+7,741	add
322	EVERGREEN CAPITAL MANAGEMENT LLC	$7.9M	69,033	+41,174	add
323	Eurizon Capital SGR S.p.A.	$7.8M	68,476	−19,686	trim
324	one8zero8, LLC	$7.8M	67,730	+158	add
325	Summit Financial, LLC	$7.8M	67,708	+9,182	add
326	ACCOUNT MANAGEMENT LLC	$7.7M	67,281	−500	trim
327	MUFG Securities EMEA plc	$7.7M	67,194	+421	add
328	SFE Investment Counsel	$7.7M	66,700	+14,208	add
329	KESTRA PRIVATE WEALTH SERVICES, LLC	$7.6M	66,525	+760	add
330	J.W. COLE ADVISORS, INC.	$7.5M	65,622	+678	add
331	Caption Management, LLC	$7.5M	65,200	+65,200	new
332	Chesley Taft & Associates LLC	$7.5M	64,873	−25,402	trim
333	Hedeker Wealth, LLC	$7.4M	64,669	+23,106	add
334	OLD NATIONAL BANCORP /IN/	$7.4M	64,294	+15,701	add
335	Ethic Inc.	$7.3M	63,414	−8,707	trim
336	Ellis Investment Partners, LLC	$7.2M	62,991	+8,231	add
337	Stratos Wealth Partners, LTD.	$7.2M	62,726	−11,128	trim
338	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	$7.1M	61,450	−120,466	trim
339	Vise Technologies, Inc.	$7.1M	45,826	0	no change
340	Andra AP-fonden	$7.1M	61,400	+44,600	add
341	Point Windward Advisors Inc.	$7.1M	61,385	+31,103	add
342	GARRISON BRADFORD & ASSOCIATES INC	$7.1M	61,323	−1,890	trim
343	NAPLES GLOBAL ADVISORS, LLC	$7.0M	61,059	+15,519	add
344	MGO ONE SEVEN LLC	$7.0M	60,931	+18,687	add
345	UniSuper Management Pty Ltd	$7.0M	60,770	+3,825	add
346	EFG International AG	$7.0M	60,583	−921	trim
347	Walleye Capital LLC	$6.9M	60,160	+22,825	add
348	DIVERSIFY WEALTH MANAGEMENT, LLC	$6.9M	57,552	+29,866	add
349	Investment Management Corp of Ontario	$6.9M	59,766	−5,274	trim
350	Perigon Wealth Management, LLC	$6.8M	59,473	−1,110	trim
351	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$6.8M	59,318	+43,712	add
352	Alberta Investment Management Corp	$6.7M	58,700	+23,200	add
353	MAI Capital Management	$6.7M	58,677	−4,895	trim
354	DAVENPORT & Co LLC	$6.7M	57,876	+1,095	add
355	MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC	$6.6M	57,535	−275	trim
356	Tidal Investments LLC	$6.6M	57,002	+23,300	add
357	Turtle Creek Wealth Advisors, LLC	$6.5M	56,803	+14,981	add
358	Envestnet Portfolio Solutions, Inc.	$6.5M	56,517	+8,818	add
359	KAVAR CAPITAL PARTNERS GROUP, LLC	$6.5M	56,369	−672	trim
360	Merit Financial Group, LLC	$6.4M	56,013	+479	add
361	FIRST TRUST ADVISORS LP	$6.4M	55,821	−173,871	trim
362	Focused Wealth Management, Inc	$6.4M	55,800	+5,038	add
363	UMB Bank, n.a.	$6.4M	55,705	−3,489	trim
364	ASR Vermogensbeheer N.V.	$6.4M	55,629	+959	add
365	Blue Zone Wealth Advisors, LLC	$6.4M	55,483	+26	add
366	Moors & Cabot, Inc.	$6.3M	54,418	+2,456	add
367	OSSIAM	$6.2M	54,330	+49,218	add
368	B. Riley Wealth Advisors, Inc.	$6.2M	55,261	+14,163	add
369	IQ EQ FUND MANAGEMENT (IRELAND) Ltd	$6.1M	53,215	+4,600	add
370	Arrow Capital Management, LLC	$6.1M	53,176	−26,795	trim
371	Proactive Wealth Strategies LLC	$6.1M	53,095	+29,345	add
372	TCV Trust & Wealth Management, Inc.	$6.1M	53,060	+51,065	add
373	Royal Fund Management, LLC	$6.1M	52,876	−9,125	trim
374	BRADLEY FOSTER & SARGENT INC/CT	$6.1M	52,894	−4,630	trim
375	Bell Bank	$6.1M	52,871	+52,871	new
376	ASSETMARK, INC	$6.1M	52,853	−13,625	trim
377	Venture Visionary Partners LLC	$6.1M	52,724	+8,878	add
378	SIH Partners, LLLP	$6.0M	52,000	+52,000	new
379	Avanza Fonder AB	$6.0M	51,935	−479	trim
380	F/m Investments LLC	$6.0M	51,821	−16,262	trim
381	Snowden Capital Advisors LLC	$5.9M	51,598	−7,585	trim
382	Independent Advisor Alliance	$5.9M	51,047	−11,600	trim
383	BigSur Wealth Management LLC	$5.9M	51,005	−582	trim
384	Caldwell Trust Co	$5.7M	49,932	+1,077	add
385	Lighthouse Investment Partners, LLC	$5.7M	49,868	+49,868	new
386	NOMURA HOLDINGS INC	$5.7M	49,854	+2,873	add
387	Montaka Global Pty Ltd	$5.7M	49,481	−32,666	trim
388	Clear Harbor Asset Management, LLC	$5.6M	48,930	+7,480	add
389	1832 Asset Management L.P.	$5.6M	48,796	−280	trim
390	Grange Capital, LLC	$5.6M	48,372	−229	trim
391	Coastal Bridge Advisors, LLC	$5.5M	48,163	−483	trim
392	HB Wealth Management, LLC	$5.5M	48,138	−3,855	trim
393	Callan Family Office, LLC	$5.5M	48,038	−19,766	trim
394	NICHOLAS COMPANY, INC.	$5.5M	47,910	0	no change
395	BAXTER BROS INC	$5.5M	47,715	+20,886	add
396	Marble Wealth, LLC	$5.5M	47,671	+290	add
397	LAKE STREET PRIVATE WEALTH, LLC	$5.4M	47,124	+3,122	add
398	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$5.4M	47,000	+22,000	add
399	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$5.4M	46,877	+63	add
400	Candriam S.C.A.	$5.4M	46,852	+2,995	add
401	Fiduciary Group, LLC	$5.3M	46,397	+155	add
402	LEVIN CAPITAL STRATEGIES, L.P.	$5.3M	46,309	+44,829	add
403	ABN AMRO INVESTMENT SOLUTIONS	$5.3M	46,193	−24,787	trim
404	Atom Investors LP	$5.3M	45,877	+45,877	new
405	Granite Bay Wealth Management, LLC	$5.3M	45,645	+11,447	add
406	Norinchukin Bank, The	$5.2M	45,641	+773	add
407	Waldron Private Wealth LLC	$5.2M	45,417	−3,761	trim
408	MIZUHO SECURITIES USA LLC	$5.2M	45,262	−8,507	trim
409	Stamos Capital Partners, L.P.	$5.2M	45,069	+20,865	add
410	FLOSSBACH VON STORCH SE	$5.2M	45,000	0	no change
411	UHLMANN PRICE SECURITIES, LLC	$5.2M	44,989	+5,057	add
412	SCS Capital Management LLC	$5.1M	44,189	+5,794	add
413	U.S. Capital Wealth Advisors, LLC	$5.1M	44,007	+9,235	add
414	Triangle Securities Wealth Management	$5.0M	43,807	+418	add
415	Great Lakes Retirement, Inc.	$5.0M	43,616	+20,909	add
416	ROYAL LONDON ASSET MANAGEMENT LTD	$5.0M	43,088	−109,090	trim
417	Fortis Capital Management LLC	$4.9M	42,989	+42,989	new
418	Privium Fund Management (UK) Ltd	$4.9M	45,400	+45,400	new
419	Polar Capital Holdings Plc	$4.9M	42,453	−14,550	trim
420	Glassy Mountain Advisors, Inc.	$4.9M	42,351	+1,828	add
421	Osmosis Investment Management UK Ltd	$4.9M	42,232	+12,947	add
422	Allworth Financial LP	$4.8M	42,042	−3,906	trim
423	Advisors Asset Management, Inc.	$4.8M	41,376	−15,382	trim
424	M&G Plc	$4.6M	40,000	0	no change
425	CMH Wealth Management LLC	$4.6M	39,957	+39,957	new
426	HM PAYSON & CO	$4.6M	39,654	+109	add
427	VIRGINIA WEALTH MANAGEMENT GROUP, INC.	$4.5M	39,215	+30,430	add
428	1776 Wealth LLC	$4.5M	39,186	+3,054	add
429	ArrowMark Colorado Holdings LLC	$4.5M	38,916	−1,534	trim
430	Leonteq Securities AG	$4.4M	38,686	+31,905	add
431	Compass Wealth Management LLC	$4.4M	38,646	−978	trim
432	Hilton Capital Management, LLC	$4.4M	38,626	−32,717	trim
433	AssuredPartners Investment Advisors, LLC	$4.4M	39,245	+35,754	add
434	Platform Technology Partners	$4.4M	38,003	+13,035	add
435	Banco Santander, S.A.	$4.4M	37,907	+19,367	add
436	MOTCO	$4.3M	37,557	+895	add
437	Proficio Capital Partners LLC	$4.3M	37,521	+21	add
438	OMERS ADMINISTRATION Corp	$4.3M	37,419	+7,975	add
439	Maryland State Retirement & Pension System	$4.3M	37,409	0	no change
440	Y-Intercept (Hong Kong) Ltd	$4.3M	37,380	+37,380	new
441	OLD SECOND NATIONAL BANK OF AURORA	$4.3M	37,273	−499	trim
442	Werlinich Asset Management, LLC	$4.3M	37,242	+114	add
443	Bill Few Associates, Inc.	$4.3M	37,195	+245	add
444	Edgestream Partners, L.P.	$4.3M	37,187	+6,059	add
445	Cross Staff Investments Inc	$4.3M	37,027	−448	trim
446	SteelPeak Wealth, LLC	$4.3M	36,987	−4,828	trim
447	Gerber Kawasaki Wealth & Investment Management	$4.2M	36,742	−37,120	trim
448	Lantern Wealth Advisors, LLC	$4.2M	36,367	+4,002	add
449	Cornerstone Wealth Group, LLC	$4.2M	32,390	−48,433	trim
450	Third View Private Wealth, LLC	$4.1M	36,047	+27,236	add
451	Krilogy Financial LLC	$4.1M	31,662	+6,792	add
452	INSIGNEO ADVISORY SERVICES, LLC	$4.0M	35,203	+2,236	add
453	CARRET ASSET MANAGEMENT, LLC	$4.0M	35,118	−7,675	trim
454	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$4.0M	35,108	+1,577	add
455	Crossmark Global Holdings, Inc.	$4.0M	34,824	—	no prior
456	FIRST INTERSTATE BANK	$3.9M	34,064	−1,559	trim
457	Cannell & Spears LLC	$3.9M	34,009	+1,109	add
458	ING GROEP NV	$3.9M	34,003	−82	trim
459	Ashton Thomas Private Wealth, LLC	$3.9M	33,741	+1,817	add
460	HUB Investment Partners, LLC	$3.8M	33,337	+4,447	add
461	ProVise Management Group, LLC	$3.8M	33,280	−349	trim
462	ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC	$3.8M	33,002	−1,132	trim
463	Chicago Capital, LLC	$3.8M	32,897	+503	add
464	Dupree Financial Group, LLC	$3.8M	32,843	+32,843	new
465	NICOLET BANKSHARES INC	$3.8M	32,925	+32,925	new
466	PITTENGER & ANDERSON INC	$3.8M	32,745	+20,931	add
467	CONWAY CAPITAL MANAGEMENT, INC.	$3.7M	32,570	−1,220	trim
468	Towne Trust Company, N.A	$3.7M	32,180	−6,420	trim
469	Summit Trail Advisors, LLC	$3.7M	32,044	−2,485	trim
470	Stablepoint Partners, LLC	$3.6M	31,679	−4,871	trim
471	Next Level Private LLC	$3.6M	31,630	+225	add
472	CAXTON ASSOCIATES LLP	$3.6M	31,604	+31,604	new
473	1ST SOURCE BANK	$3.6M	31,300	−618	trim
474	RMR Wealth Builders	$3.6M	31,289	+9,169	add
475	Cornerstone Advisory, LLC	$3.6M	31,243	+27,088	add
476	INTACT INVESTMENT MANAGEMENT INC.	$3.6M	31,200	0	no change
477	EULAV Asset Management	$3.6M	31,000	0	no change
478	Cohen Investment Advisors LLC	$3.6M	30,959	+751	add
479	Private Wealth Partners, LLC	$3.5M	30,819	+2,875	add
480	Sentinel Dome Partners, LLC	$3.5M	30,600	−8,000	trim
481	SIGNATUREFD, LLC	$3.5M	30,437	+521	add
482	Bleakley Financial Group, LLC	$3.5M	30,434	+3,900	add
483	BROWN, LISLE/CUMMINGS, INC.	$3.5M	30,386	+256	add
484	Capital Planning Advisors, LLC	$3.5M	30,296	−1,311	trim
485	AG2R LA MONDIALE GESTION D'ACTIFS	$3.5M	30,242	+861	add
486	Koa Wealth Management, LLC	$3.5M	30,153	+7,555	add
487	Cyndeo Wealth Partners, LLC	$3.4M	29,936	+744	add
488	Retirement Planning Co of New England, Inc.	$3.4M	29,921	+1,515	add
489	WEALTH EFFECTS LLC	$3.4M	29,916	+5,825	add
490	Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD	$3.4M	29,915	0	no change
491	Weiss Asset Management LP	$3.4M	29,854	−214,277	trim
492	INDEPENDENT FINANCIAL GROUP, LLC	$3.4M	29,729	—	no prior
493	TRITONPOINT WEALTH, LLC	$3.4M	29,653	−1,245	trim
494	TOKIO MARINE ASSET MANAGEMENT CO LTD	$3.4M	29,442	+1,596	add
495	Quadrant Private Wealth Management, LLC	$3.3M	28,947	+6,430	add
496	Carnegie Investment Counsel	$3.3M	28,834	−13,351	trim
497	Shepherd Financial Partners LLC	$3.3M	28,775	−3,777	trim
498	Somerset Group LLC	$3.3M	25,274	+670	add
499	Kercheville Advisors, LLC	$3.2M	28,160	−5,691	trim
500	Composition Wealth, LLC	$3.2M	28,148	−4,386	trim

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · BX

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 5 Gotham Asset Management, Soros Fund Management, Tudor Investment Corp, Caxton Associates, Bridgewater Associates $72.4M held
Trimming: 1 Moore Capital Management $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · BLACKSTONE INC

Merged timeline of congressional filings and notable-manager moves on BX
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-05-15	Gotham Asset Management 13F	add	+241,010 sh
2026-05-15	Soros Fund Management 13F	new	+173,489 sh
2026-05-15	Tudor Investment Corp 13F	new	+144,275 sh
2026-05-15	Bridgewater Associates 13F	add	+13,580 sh
2026-05-15	Moore Capital Management 13F	exit	−111,680 sh
2026-05-14	Caxton Associates 13F	new	+31,604 sh

7 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

23 members of Congress disclosed BX — the congressional view ↗