UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in BX — Blackstone Inc.

CIK 1463217 IRVING, TX

Position in BX

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$10,083,473

-$3,464,199 QoQ

Shares Held

87,690

-0.2% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $85,514,978 across 36 Asset Management names. BX ranks #3 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KKR	KKR & Co. Inc.	241,478	$22,336,715
2	ARES	Ares Management Corp	131,949	$14,395,635
3	BX	Blackstone Inc. This page	87,690	$10,083,473
4	BLK	BlackRock, Inc.	8,457	$8,133,181
5	NTRS	Northern Trust Corp	41,704	$5,820,627
6	OBDC	Blue Owl Capital Corp	265,309	$2,934,317
7	AMP	Ameriprise Financial Inc	6,423	$2,854,381
8	RJF	Raymond James Financial Inc	11,965	$1,732,412

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,083,473	87,690	-0.2%	Shares	Defined	2026-05-15
2025-12-31	$13,547,672	87,892	+37.0%	Shares	Defined	2026-02-17
2025-09-30	$10,964,811	64,178	+295.7%	Shares	Defined	2025-11-14
2025-06-30	$2,425,738	16,217	-0.8%	Shares	Defined	2025-08-11
2025-03-31	$2,284,843	16,346	+2.0%	Shares	Defined	2025-05-13
2024-12-31	$2,762,168	16,020	-37.4%	Shares	Defined	2025-02-13
2024-09-30	$3,918,137	25,587	-0.0%	Shares	Defined	2024-11-12
2024-06-30	$3,168,537	25,594	-45.3%	Shares	Defined	2024-08-14
2024-03-31	$6,146,670	46,789	-10.3%	Shares	Defined	2024-05-15
2023-12-31	$6,825,252	52,133	-42.5%	Shares	Defined	2024-02-14
2023-09-30	$9,708,705	90,617	-6.9%	Shares	Defined	2023-11-14
2023-06-30	$9,045,144	97,291	-3.1%	Shares	Defined	2023-08-14
2023-03-31	$8,815,271	100,356	-3.5%	Shares	Defined	2023-08-15
2022-12-31	$7,718,356	104,035	+4.8%	Shares	Defined	2023-02-15
2022-09-30	$8,308,145	99,261	+4.1%	Shares	Defined	2022-11-14
2022-06-30	$8,699,966	95,363	+4.0%	Shares	Defined	2022-08-11
2022-03-31	$11,638,493	91,685	+1.6%	Shares	Defined	2022-05-16
2021-12-31	$11,674,471	90,227	-1.9%	Shares	Defined	2022-02-14
2021-09-30	$10,697,230	91,948	-3.9%	Shares	Defined	2021-11-15
2021-06-30	$9,290,275	95,638	-6.7%	Shares	Defined	2021-08-13
2021-03-31	$7,638,579	102,490	-2.1%	Shares	Defined	2021-05-14
2020-12-31	$6,784,570	104,684	-0.2%	Shares	Defined	2021-02-17
2020-09-30	$5,474,214	104,870	-3.8%	Shares	Defined	2020-11-13
2020-06-30	$6,176,789	109,015	-8.0%	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.