Position in BX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$459,030
+$251,359 QoQ
Shares Held
3,901
+116.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,375
of 2,112 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026ZACKS INVESTMENT MANAGEMENT holds $170,148,438 across 15 Asset Management names. BX ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
137,661 | $132,369,311 | |
| 2 | NTRS |
Northern Trust Corp
|
69,900 | $12,151,416 | |
| 3 | AMG |
Affiliated Managers Group, Inc.
|
32,115 | $10,867,716 | |
| 4 | STT |
State Street Corp
|
19,099 | $3,239,190 | |
| 5 | IVZ |
Invesco Ltd.
|
118,110 | $3,116,922 | |
| 6 | BEN |
Franklin Resources Inc
|
91,016 | $3,028,102 | |
| 7 | AAMI |
Acadian Asset Management Inc.
|
22,315 | $1,595,968 | |
| 8 | AMP |
Ameriprise Financial Inc
|
2,316 | $1,062,488 |
All Filings in BX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $459,030 | 3,901 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $207,671 | 1,806 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $531,012 | 3,445 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $589,944 | 3,453 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $505,879 | 3,382 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $470,918 | 3,369 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $682,955 | 3,961 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $251,898 | 1,645 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $597,211 | 4,824 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $641,611 | 4,884 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $633,652 | 4,840 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $550,699 | 5,140 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $298,340 | 3,209 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $282,405 | 3,215 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $204,986 | 2,763 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||