Position in BX
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$10,556,999
+$473,526 QoQ
Shares Held
89,717
+2.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#349
of 2,112 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $88,665,840 across 38 Asset Management names. BX ranks #3 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
|
243,165 | $22,317,683 | |
| 2 | ARES |
Ares Management Corp
|
106,313 | $11,833,700 | |
| 3 | BX |
Blackstone Inc.
This page
|
89,717 | $10,556,999 | |
| 4 | BLK |
BlackRock, Inc.
|
8,301 | $7,981,909 | |
| 5 | NTRS |
Northern Trust Corp
|
40,661 | $7,068,508 | |
| 6 | OBDC |
Blue Owl Capital Corp
|
278,557 | $3,027,914 | |
| 7 | AMP |
Ameriprise Financial Inc
|
5,940 | $2,725,034 | |
| 8 | STT |
State Street Corp
|
13,525 | $2,293,840 |
All Filings in BX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,556,999 | 89,717 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $10,083,473 | 87,690 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $13,547,672 | 87,892 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $10,964,811 | 64,178 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,425,738 | 16,217 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $2,284,843 | 16,346 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,762,168 | 16,020 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,918,137 | 25,587 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $3,168,537 | 25,594 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $6,146,670 | 46,789 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $6,825,252 | 52,133 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $9,708,705 | 90,617 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $9,045,144 | 97,291 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $8,815,271 | 100,356 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $7,718,356 | 104,035 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $8,308,145 | 99,261 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,699,966 | 95,363 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $11,638,493 | 91,685 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $11,674,471 | 90,227 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $10,697,230 | 91,948 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $9,290,275 | 95,638 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $7,638,579 | 102,490 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $6,784,570 | 104,684 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $5,474,214 | 104,870 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $6,176,789 | 109,015 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $5,402,232 | 118,548 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||