Public record / Tickers / BX

BX — Blackstone Inc.

Both disclosure regimes on one name: who in Congress filed about BX, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
91
all PTR rows naming BX
Members · 12m
5
3 buys · 3 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

J. French Hill · $100K–$250K

Sale · traded 2025-06-23 → filed 2025-07-24. Ranked over every BX row by the provable lower bound, never a point estimate.

5 members · 3 buys / 3 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

9 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

26 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 26 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING BX · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning BX
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-03-24Angus S. King, Jr. I–MESale · SP (spouse-owned)Traded 02-13 +39d$1K–$15K
2026-01-15Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 2025-12-18 +28d$1K–$15K
2026-01-15Dan Newhouse R–WA-4Purchase · SP (spouse-owned)Traded 2025-12-11 +35d$1K–$15K
2025-12-11Julie Johnson D–TX-32Sale · partial · JT (partial sale, jointly owned)Traded 11-13 +28d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 91 ↗

Members active in BX

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing BX in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Julie Johnson D–TX-322−$30.0K to −$2.0K4
Alan Armstrong R–OK1$1.0K to $15.0K2
Angus S. King, Jr. I–ME1−$15.0K to −$1.0K4
Dan Newhouse R–WA-41$1.0K to $15.0K3
Marjorie Taylor Greene R–GA-141$1.0K to $15.0K

5 members in the window · counts of disclosures, not dollars.

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

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
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+241,010 sh
2026-05-15Soros Fund Management 13Fnew+173,489 sh
2026-05-15Tudor Investment Corp 13Fnew+144,275 sh
2026-05-15Bridgewater Associates 13Fadd+13,580 sh
2026-05-15Moore Capital Management 13Fexit−111,680 sh
2026-05-14Caxton Associates 13Fnew+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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of BX for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$6.1B1
2VANGUARD CAPITAL MANAGEMENT LLC$5.6B1
3MORGAN STANLEY$3.7B1
4STATE STREET CORP$3.7B1
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC$2.5B1
6GEODE CAPITAL MANAGEMENT, LLC$2.1B1
7VANGUARD PORTFOLIO MANAGEMENT LLC$1.8B1
8Capital Research Global Investors$1.7B1
9BANK OF AMERICA CORP /DE/$1.3B1
10UBS Group AG$858M1
11NORTHERN TRUST CORP$821M1
12Capital World Investors$797M1
13WELLS FARGO & COMPANY/MN$640M1
14Aristotle Capital Management, LLC$600M1
15Legal & General Group Plc$562M1
16ROYAL BANK OF CANADA$540M1
17Bank of New York Mellon Corp$520M1
18Janus Henderson Group Ltd.$509M1
19VANGUARD FIDUCIARY TRUST CO$496M1
20UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$495M1
21CIBC Bancorp USA Inc.$465M1
22Capital International Investors$449M1
23D. E. Shaw & Co., Inc.$435M1
24BARCLAYS PLC$374M1
25Invesco Ltd.$358M1
26Clearbridge Investments, LLC$351M1
27DEUTSCHE BANK AG\$315M1
28EDGEWOOD MANAGEMENT LLC$289M1
29Focus Partners Wealth$289M1
30Amundi$281M1
31HighTower Advisors, LLC$274M1
32BECK MACK & OLIVER LLC$260M1
33Nuveen, LLC$234M1
34National Philanthropic Trust$227M1
35STIFEL FINANCIAL CORP$224M1
36RAYMOND JAMES FINANCIAL INC$220M1
37Mitsubishi UFJ Asset Management Co., Ltd.$194M1
38HSBC HOLDINGS PLC$192M1
39Vanguard Global Advisers, LLC$188M1
40Sumitomo Mitsui Trust Group, Inc.$186M1
41National Pension Service$184M1
42DIMENSIONAL FUND ADVISORS LP$177M1
43LAZARD ASSET MANAGEMENT LLC$174M1
44VANGUARD ASSET MANAGEMENT, Ltd$171M1
45LPL Financial LLC$169M1
46RENAISSANCE TECHNOLOGIES LLC$165M1
47WORLDQUANT MILLENNIUM ADVISORS LLC$160M1
48Cryder Capital Partners LLP$160M1
49Evercore Wealth Management, LLC$155M1
50FMR LLC$154M1
51ALLIANCEBERNSTEIN L.P.$150M1
52RHUMBLINE ADVISERS$147M1
53Heard Capital LLC$142M1
54MARKEL GROUP INC.$141M1
55CITIGROUP INC$139M1
56BLAIR WILLIAM & CO/IL$136M1
57BROWN ADVISORY INC$135M1
58CANADA PENSION PLAN INVESTMENT BOARD$129M1
59Rockefeller Capital Management L.P.$124M1
60Ensign Peak Advisors, Inc$124M1
61NATIONAL BANK OF CANADA /FI/$118M1
62Aberdeen Group plc$115M1
63AQR CAPITAL MANAGEMENT LLC$109M1
64Swiss Life Asset Management Ltd$104M1
65BANK OF MONTREAL /CAN/$104M1
66NEW YORK STATE COMMON RETIREMENT FUND$102M1
67SUSQUEHANNA INTERNATIONAL GROUP, LLP$101M1
68PRINCIPAL FINANCIAL GROUP INC$98.8M1
69BANK OF NOVA SCOTIA$92.8M1
70FIRST FINANCIAL BANKSHARES INC$89.7M1
71Qube Research & Technologies Ltd$88.1M1
72VOLORIDGE INVESTMENT MANAGEMENT, LLC$86.4M1
73Advisors Capital Management, LLC$81.8M1
74Mirae Asset Global Investments Co., Ltd.$79.6M1
75John & Kathleen Schreiber Foundation$78.1M1
76STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$73.9M1
77CITADEL ADVISORS LLC$71.5M1
78HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$70.6M1
79ADAGE CAPITAL PARTNERS GP, L.L.C.$70.2M1
80Cerity Partners LLC$69.4M1
81AVIVA PLC$65.1M1
82FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$63.6M1
83NewEdge Wealth, LLC$61.8M1
84COMMONWEALTH EQUITY SERVICES, LLC$61.1M1
85TWO SIGMA INVESTMENTS, LP$58.8M1
86Universal- Beteiligungs- und Servicegesellschaft mbH$58.3M1
87BARR E S & CO$56.3M1
88FRANKLIN RESOURCES INC$54.8M1
89BOWEN HANES & CO INC$54.4M1
90Mariner, LLC$53.0M1
91Callodine Capital Management, LP$51.9M1
92SEI INVESTMENTS CO$51.6M1
93NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$51.1M1
94BNP Paribas Asset Management Holding S.A.$50.7M1
95NOMURA ASSET MANAGEMENT CO LTD$49.5M1
96Cetera Investment Advisers$49.2M1
97MEITAV INVESTMENT HOUSE LTD$48.5M1
98OSAIC HOLDINGS, INC.$48.0M1
99ENVESTNET ASSET MANAGEMENT INC$46.9M1
100PFA Pension, Forsikringsaktieselskab$46.7M1
101Walleye Trading LLC$46.7M1
102Creative Planning$46.2M1
103Pictet Asset Management Holding SA$46.1M1
104STATE OF WISCONSIN INVESTMENT BOARD$45.5M1
105MANUFACTURERS LIFE INSURANCE COMPANY, THE$45.3M1
106ARS Investment Partners, LLC$44.3M1
107Chevy Chase Trust Holdings, LLC$43.4M1
108United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$43.3M1
109Corient Private Wealth LLC$42.9M1
110Vanguard Investments Australia, Ltd.$42.4M1
111TORONTO DOMINION BANK$41.8M1
112CREDIT AGRICOLE S A$40.5M1
113JANE STREET GROUP, LLC$40.3M1
114PRUDENTIAL FINANCIAL INC$40.2M1
115IEQ CAPITAL, LLC$39.9M1
116MFF Capital Investments Ltd$39.7M1
117COUNTRY TRUST BANK$39.0M1
118APG Asset Management N.V.$38.2M1
119Randolph Co Inc$37.9M1
120Coalescence Partners Investment Management, LP$37.6M1
121Woodline Partners LP$37.4M1
122VICTORY CAPITAL MANAGEMENT INC$36.6M1
123Kimelman & Baird, LLC$36.0M1
124CIBC WORLD MARKET INC.$35.8M1
125Asset Management One Co., Ltd.$35.7M1
126TD ASSET MANAGEMENT INC$35.0M1
127Mitsubishi UFJ Trust & Banking Corp$35.0M1
128PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$34.7M1
129Allspring Global Investments Holdings, LLC$34.4M1
130Jain Global LLC$34.3M1
131TD Waterhouse Canada Inc.$33.8M1
132STEPHENS INC /AR/$33.6M1
133NATIXIS$33.0M1
134DANSKE BANK A/S$32.9M1
135Compagnie Lombard Odier SCmA$32.7M1
136Trexquant Investment LP$32.5M1
137FIFTH THIRD BANCORP$32.2M1
138KLP KAPITALFORVALTNING AS$31.3M1
139Kestra Advisory Services, LLC$30.7M1
140Gotham Asset Management, LLC$30.4M1
141SCHRODER INVESTMENT MANAGEMENT GROUP$30.2M1
142CIBC Asset Management Inc$29.4M1
143Chicago Partners Investment Group LLC$29.1M1
144State of New Jersey Common Pension Fund D$29.0M1
145ADELL HARRIMAN & CARPENTER INC$28.9M1
146CAPITAL ADVISORS INC/OK$28.7M1
147Prospera Financial Services Inc$28.6M1
148Midwest Trust Co$28.4M1
149Private Advisor Group, LLC$28.1M1
150Empowered Funds, LLC$27.9M1
151Quantinno Capital Management LP$27.9M1
152DnB Asset Management AS$27.8M1
153Highlander Partners, L.P.$27.4M1
154STOREBRAND ASSET MANAGEMENT AS$27.3M1
155Lansforsakringar Fondforvaltning AB (publ)$27.2M1
156Sequoia Financial Advisors, LLC$26.8M1
157Swedbank AB$26.6M1
158MILLENNIUM MANAGEMENT LLC$26.4M1
159MOODY LYNN LIEBERSON & WALKER, LLC$26.1M1
160Resona Asset Management Co.,Ltd.$26.0M1
161Clearstead Advisors, LLC$25.3M1
162Tredje AP-fonden$25.2M1
163Korea Investment CORP$24.8M1
164BALDWIN WEALTH PARTNERS LLC/MA$24.7M1
165PUBLIC SECTOR PENSION INVESTMENT BOARD$24.5M1
166Saba Capital Management, L.P.$24.3M1
167WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$24.1M1
168KCM INVESTMENT ADVISORS LLC$24.1M1
169MetLife Investment Management, LLC$24.0M1
170Sanctuary Advisors, LLC$23.5M1
171Czech National Bank$23.4M1
172XPONANCE LLC$23.4M1
173Arizona State Retirement System$23.3M1
174Destination Wealth Management$23.0M1
175COMMERCE BANK$22.7M1
176Federation des caisses Desjardins du Quebec$22.6M1
177STATE OF MICHIGAN RETIREMENT SYSTEM$22.5M1
178BW Gestao de Investimentos Ltda.$22.5M1
179PINNACLE ASSOCIATES LTD$22.5M1
180Capital International, Inc./CA/$22.4M1
181Integrated Advisors Network LLC$22.3M1
182TRUIST FINANCIAL CORP$22.2M1
183Archon Partners LLC$21.8M1
184Zurcher Kantonalbank (Zurich Cantonalbank)$21.7M1
185Rafferty Asset Management, LLC$21.2M1
186&PARTNERS$21.1M1
187GUGGENHEIM CAPITAL LLC$20.9M1
188FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$20.3M1
189COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$20.1M1
190SOROS FUND MANAGEMENT LLC$19.9M1
191TCTC Holdings, LLC$19.2M1
192TORRAY INVESTMENT PARTNERS LLC$19.0M1
193Enstar Group LTD$18.9M1
194First Long Island Investors, LLC$18.9M1
195Allianz Asset Management GmbH$18.7M1
196ProShare Advisors LLC$18.4M1
197Retirement Systems of Alabama$18.3M1
198Equitable Holdings, Inc.$18.3M1
199Edgemoor Investment Advisors, Inc.$18.0M1
200GROUP ONE TRADING LLC$17.8M1
201SEB Asset Management AB$17.6M1
202Baird Financial Group, Inc.$17.6M1
203O'SHAUGHNESSY ASSET MANAGEMENT, LLC$17.5M1
204VOYA INVESTMENT MANAGEMENT LLC$17.5M1
205CI INVESTMENTS INC.$17.1M1
206FOUNDATIONS INVESTMENT ADVISORS, LLC$17.0M1
207Varma Mutual Pension Insurance Co$16.8M1
208FIRST MANHATTAN CO. LLC.$16.6M1
209TUDOR INVESTMENT CORP ET AL$16.6M1
210D.A. DAVIDSON & CO.$16.5M1
211IFM Investors Pty Ltd$16.5M1
212Texas Yale Capital Corp.$16.3M1
213TEACHER RETIREMENT SYSTEM OF TEXAS$16.2M1
214Cresset Asset Management, LLC$16.0M1
215Waverly Advisors, LLC$15.9M1
216Moran Wealth Management, LLC$15.7M1
217MERCER GLOBAL ADVISORS INC /ADV$15.6M1
218SANDERS MORRIS HARRIS LLC$15.3M1
219OPPENHEIMER & CO INC$15.3M1
220NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$15.2M1
221CHOREO, LLC$15.1M1
222Man Group plc$15.1M1
223US BANCORP \DE\$15.0M1
224CAPITOLIS LIQUID GLOBAL MARKETS LLC$14.9M1
225PERRYMAN FINANCIAL ADVISORY INC /AD$14.9M1
226Daiwa Securities Group Inc.$14.8M1
227Amplius Wealth Advisors, LLC$14.8M1
228Vantage Investment Partners, LLC$14.6M1
229Evelyn Partners Investment Management LLP$14.6M1
230CAPSTONE INVESTMENT ADVISORS, LLC$14.5M1
231Quadrature Capital Ltd$14.4M1
232Engineers Gate Manager LP$14.3M1
233USS Investment Management Ltd$14.2M1
234NISA INVESTMENT ADVISORS, LLC$14.2M1
235Concurrent Investment Advisors, LLC$13.9M1
236Utah Retirement Systems$13.9M1
237Fort Sheridan Advisors LLC$13.8M1
238SouthState Bank Corp$13.7M1
239Aquatic Capital Management LLC$13.4M1
240Stratos Wealth Advisors, LLC$13.3M1
241QRG CAPITAL MANAGEMENT, INC.$13.3M1
242MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$13.2M1
243KIDS CAPITAL MANAGEMENT, L.P.$13.2M1
244Mirador Capital Partners LP$12.8M1
245LONGFELLOW INVESTMENT MANAGEMENT CO LLC$12.7M1
246MACKENZIE FINANCIAL CORP$12.5M1
247Elo Mutual Pension Insurance Co$12.5M1
248Calamos Advisors LLC$12.4M1
249Rakuten Investment Management, Inc.$12.4M1
250Pathstone Holdings, LLC$12.3M1
251Atlantic Union Bankshares Corp$12.3M1
252Canal Capital Management, LLC$12.1M1
253NEOS Investment Management LLC$12.1M1
254IMC-Chicago, LLC$12.1M1
255PARSONS CAPITAL MANAGEMENT INC/RI$12.1M1
256Fidelity National Financial, Inc.$12.1M1
257NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.9M1
258MACQUARIE GROUP LTD$11.9M1
259BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$11.7M1
260Maven Securities LTD$11.6M1
261JAMISON PRIVATE WEALTH MANAGEMENT, INC.$11.5M1
262Wealthfront Advisers LLC$11.3M1
263MML INVESTORS SERVICES, LLC$11.3M1
264Sumitomo Mitsui DS Asset Management Company, Ltd$11.1M1
265BAMCO INC /NY/$10.9M1
266JACOBSON & SCHMITT ADVISORS, LLC$10.9M1
267NISSAY ASSET MANAGEMENT CORP /JAPAN$10.9M1
268Yarbrough Capital, LLC$10.8M1
269SCOTIA CAPITAL INC.$10.8M1
270Tranquility Partners, LLC$10.7M1
271Lalia Capital, LLC$10.5M1
272Sargent Investment Group, LLC$10.5M1
273Bleichroeder LP$10.4M1
27411 Capital Partners LP$10.4M1
275NewEdge Advisors, LLC$10.4M1
276Spinecap SAS$10.4M1
277Consolidated Investment Group LLC$10.4M1
278Kamunting Street Capital Management, L.P.$10.3M1
279CWM, LLC$10.3M1
280BECKER CAPITAL MANAGEMENT INC$10.3M1
281AMERICAN CENTURY COMPANIES INC$10.2M1
282Vanguard Personalized Indexing Management, LLC$10.2M1
283Pinnacle Financial Partners, Inc.$10.1M1
284M&T BANK CORP$10.1M1
285UNITED CAPITAL FINANCIAL ADVISORS, LLC$10.1M1
286EXCHANGE TRADED CONCEPTS, LLC$10.1M1
287Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD$10.1M1
288Parallax Volatility Advisers, L.P.$10.0M1
289Danica Pension, Livsforsikringsaktieselskab$9.9M1
290OREGON PUBLIC EMPLOYEES RETIREMENT FUND$9.9M1
291Embree Financial Group$9.7M1
292Bragg Financial Advisors, Inc$9.7M1
293Bulltick Wealth Management, LLC$9.6M1
294Lido Advisors, LLC$9.5M1
295Apollon Wealth Management, LLC$9.5M1
296Steward Partners Investment Advisory, LLC$9.5M1
297GFG Capital, LLC$9.4M1
298MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$9.2M1
299GUARDIAN INVESTMENT MANAGEMENT$9.1M1
300World Investment Advisors$9.0M1
301BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$9.0M1
302Red Door Wealth Management, LLC$8.9M1
303WELLINGTON MANAGEMENT GROUP LLP$8.9M1
304YOUSIF CAPITAL MANAGEMENT, LLC$8.8M1
305B & T Capital Management DBA Alpha Capital Management$8.7M1
306NORDEA INVESTMENT MANAGEMENT AB$8.7M1
307Voleon Capital Management LP$8.6M1
308OP Asset Management Ltd$8.6M1
309DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$8.5M1
310Cornerstone Wealth Management, LLC$8.5M1
311Strategic Wealth Investment Group, LLC$8.4M1
312CWA Asset Management Group, LLC$8.4M1
313Narwhal Capital Management$8.3M1
314MEYER HANDELMAN CO$8.3M1
315HOWLAND CAPITAL MANAGEMENT LLC$8.2M1
316Havemeyer Place LP$8.2M1
317GRIFFIN ASSET MANAGEMENT, INC.$8.2M1
318Beacon Pointe Advisors, LLC$8.2M1
319Robertson Stephens Wealth Management, LLC$8.1M1
320CenterBook Partners LP$8.1M1
321Marietta Wealth Management, LLC$8.0M1
322EVERGREEN CAPITAL MANAGEMENT LLC$7.9M1
323Eurizon Capital SGR S.p.A.$7.8M1
324one8zero8, LLC$7.8M1
325Summit Financial, LLC$7.8M1
326ACCOUNT MANAGEMENT LLC$7.7M1
327MUFG Securities EMEA plc$7.7M1
328SFE Investment Counsel$7.7M1
329KESTRA PRIVATE WEALTH SERVICES, LLC$7.6M1
330J.W. COLE ADVISORS, INC.$7.5M1
331Caption Management, LLC$7.5M1
332Chesley Taft & Associates LLC$7.5M1
333Hedeker Wealth, LLC$7.4M1
334OLD NATIONAL BANCORP /IN/$7.4M1
335Ethic Inc.$7.3M1
336Ellis Investment Partners, LLC$7.2M1
337Stratos Wealth Partners, LTD.$7.2M1
338SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$7.1M1
339Vise Technologies, Inc.$7.1M1
340Andra AP-fonden$7.1M1
341Point Windward Advisors Inc.$7.1M1
342GARRISON BRADFORD & ASSOCIATES INC$7.1M1
343NAPLES GLOBAL ADVISORS, LLC$7.0M1
344MGO ONE SEVEN LLC$7.0M1
345UniSuper Management Pty Ltd$7.0M1
346EFG International AG$7.0M1
347Walleye Capital LLC$6.9M1
348DIVERSIFY WEALTH MANAGEMENT, LLC$6.9M1
349Investment Management Corp of Ontario$6.9M1
350Perigon Wealth Management, LLC$6.8M1
351LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$6.8M1
352Alberta Investment Management Corp$6.7M1
353MAI Capital Management$6.7M1
354DAVENPORT & Co LLC$6.7M1
355MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC$6.6M1
356Tidal Investments LLC$6.6M1
357Turtle Creek Wealth Advisors, LLC$6.5M1
358Envestnet Portfolio Solutions, Inc.$6.5M1
359KAVAR CAPITAL PARTNERS GROUP, LLC$6.5M1
360Merit Financial Group, LLC$6.4M1
361FIRST TRUST ADVISORS LP$6.4M1
362Focused Wealth Management, Inc$6.4M1
363UMB Bank, n.a.$6.4M1
364ASR Vermogensbeheer N.V.$6.4M1
365Blue Zone Wealth Advisors, LLC$6.4M1
366Moors & Cabot, Inc.$6.3M1
367OSSIAM$6.2M1
368B. Riley Wealth Advisors, Inc.$6.2M1
369IQ EQ FUND MANAGEMENT (IRELAND) Ltd$6.1M1
370Arrow Capital Management, LLC$6.1M1
371Proactive Wealth Strategies LLC$6.1M1
372TCV Trust & Wealth Management, Inc.$6.1M1
373Royal Fund Management, LLC$6.1M1
374BRADLEY FOSTER & SARGENT INC/CT$6.1M1
375Bell Bank$6.1M1
376ASSETMARK, INC$6.1M1
377Venture Visionary Partners LLC$6.1M1
378SIH Partners, LLLP$6.0M1
379Avanza Fonder AB$6.0M1
380F/m Investments LLC$6.0M1
381Snowden Capital Advisors LLC$5.9M1
382Independent Advisor Alliance$5.9M1
383BigSur Wealth Management LLC$5.9M1
384Caldwell Trust Co$5.7M1
385Lighthouse Investment Partners, LLC$5.7M1
386NOMURA HOLDINGS INC$5.7M1
387Montaka Global Pty Ltd$5.7M1
388Clear Harbor Asset Management, LLC$5.6M1
3891832 Asset Management L.P.$5.6M1
390Grange Capital, LLC$5.6M1
391Coastal Bridge Advisors, LLC$5.5M1
392HB Wealth Management, LLC$5.5M1
393Callan Family Office, LLC$5.5M1
394NICHOLAS COMPANY, INC.$5.5M1
395BAXTER BROS INC$5.5M1
396Marble Wealth, LLC$5.5M1
397LAKE STREET PRIVATE WEALTH, LLC$5.4M1
398CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$5.4M1
399WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$5.4M1
400Candriam S.C.A.$5.4M1
401Fiduciary Group, LLC$5.3M1
402LEVIN CAPITAL STRATEGIES, L.P.$5.3M1
403ABN AMRO INVESTMENT SOLUTIONS$5.3M1
404Atom Investors LP$5.3M1
405Granite Bay Wealth Management, LLC$5.3M1
406Norinchukin Bank, The$5.2M1
407Waldron Private Wealth LLC$5.2M1
408MIZUHO SECURITIES USA LLC$5.2M1
409Stamos Capital Partners, L.P.$5.2M1
410FLOSSBACH VON STORCH SE$5.2M1
411UHLMANN PRICE SECURITIES, LLC$5.2M1
412SCS Capital Management LLC$5.1M1
413U.S. Capital Wealth Advisors, LLC$5.1M1
414Triangle Securities Wealth Management$5.0M1
415Great Lakes Retirement, Inc.$5.0M1
416ROYAL LONDON ASSET MANAGEMENT LTD$5.0M1
417Fortis Capital Management LLC$4.9M1
418Privium Fund Management (UK) Ltd$4.9M1
419Polar Capital Holdings Plc$4.9M1
420Glassy Mountain Advisors, Inc.$4.9M1
421Osmosis Investment Management UK Ltd$4.9M1
422Allworth Financial LP$4.8M1
423Advisors Asset Management, Inc.$4.8M1
424M&G Plc$4.6M1
425CMH Wealth Management LLC$4.6M1
426HM PAYSON & CO$4.6M1
427VIRGINIA WEALTH MANAGEMENT GROUP, INC.$4.5M1
4281776 Wealth LLC$4.5M1
429ArrowMark Colorado Holdings LLC$4.5M1
430Leonteq Securities AG$4.4M1
431Compass Wealth Management LLC$4.4M1
432Hilton Capital Management, LLC$4.4M1
433AssuredPartners Investment Advisors, LLC$4.4M1
434Platform Technology Partners$4.4M1
435Banco Santander, S.A.$4.4M1
436MOTCO$4.3M1
437Proficio Capital Partners LLC$4.3M1
438OMERS ADMINISTRATION Corp$4.3M1
439Maryland State Retirement & Pension System$4.3M1
440Y-Intercept (Hong Kong) Ltd$4.3M1
441OLD SECOND NATIONAL BANK OF AURORA$4.3M1
442Werlinich Asset Management, LLC$4.3M1
443Bill Few Associates, Inc.$4.3M1
444Edgestream Partners, L.P.$4.3M1
445Cross Staff Investments Inc$4.3M1
446SteelPeak Wealth, LLC$4.3M1
447Gerber Kawasaki Wealth & Investment Management$4.2M1
448Lantern Wealth Advisors, LLC$4.2M1
449Cornerstone Wealth Group, LLC$4.2M1
450Third View Private Wealth, LLC$4.1M1
451Krilogy Financial LLC$4.1M1
452INSIGNEO ADVISORY SERVICES, LLC$4.0M1
453CARRET ASSET MANAGEMENT, LLC$4.0M1
454INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$4.0M1
455Crossmark Global Holdings, Inc.$4.0M1
456FIRST INTERSTATE BANK$3.9M1
457Cannell & Spears LLC$3.9M1
458ING GROEP NV$3.9M1
459Ashton Thomas Private Wealth, LLC$3.9M1
460HUB Investment Partners, LLC$3.8M1
461ProVise Management Group, LLC$3.8M1
462ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$3.8M1
463Chicago Capital, LLC$3.8M1
464Dupree Financial Group, LLC$3.8M1
465NICOLET BANKSHARES INC$3.8M1
466PITTENGER & ANDERSON INC$3.8M1
467CONWAY CAPITAL MANAGEMENT, INC.$3.7M1
468Towne Trust Company, N.A$3.7M1
469Summit Trail Advisors, LLC$3.7M1
470Stablepoint Partners, LLC$3.6M1
471Next Level Private LLC$3.6M1
472CAXTON ASSOCIATES LLP$3.6M1
4731ST SOURCE BANK$3.6M1
474RMR Wealth Builders$3.6M1
475Cornerstone Advisory, LLC$3.6M1
476INTACT INVESTMENT MANAGEMENT INC.$3.6M1
477EULAV Asset Management$3.6M1
478Cohen Investment Advisors LLC$3.6M1
479Private Wealth Partners, LLC$3.5M1
480Sentinel Dome Partners, LLC$3.5M1
481SIGNATUREFD, LLC$3.5M1
482Bleakley Financial Group, LLC$3.5M1
483BROWN, LISLE/CUMMINGS, INC.$3.5M1
484Capital Planning Advisors, LLC$3.5M1
485AG2R LA MONDIALE GESTION D'ACTIFS$3.5M1
486Koa Wealth Management, LLC$3.5M1
487Cyndeo Wealth Partners, LLC$3.4M1
488Retirement Planning Co of New England, Inc.$3.4M1
489WEALTH EFFECTS LLC$3.4M1
490Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD$3.4M1
491Weiss Asset Management LP$3.4M1
492INDEPENDENT FINANCIAL GROUP, LLC$3.4M1
493TRITONPOINT WEALTH, LLC$3.4M1
494TOKIO MARINE ASSET MANAGEMENT CO LTD$3.4M1
495Quadrant Private Wealth Management, LLC$3.3M1
496Carnegie Investment Counsel$3.3M1
497Shepherd Financial Partners LLC$3.3M1
498Somerset Group LLC$3.3M1
499Kercheville Advisors, LLC$3.2M1
500Composition Wealth, LLC$3.2M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)3 buy / 3 sell
Congress net ($ bound)−$42.0K to $42.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on BX

RETAINED WINDOW · ACTIVE HITS
Signal hits naming BX
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for BX · financials and macro

Financials — as filed PLANNED

BX's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: BX on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing