CWM, LLC

Position in BX — Blackstone Inc.

CIK 1535847 OMAHA, NE

Position in BX

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$10,317,707

-$1,394,620 QoQ

Shares Held

89,727

+18.1% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0.8191514259921764.ToString("F0")% Shared 0.ToString("F0")% None 99.18084857400783.ToString("F0")%

Financial Services · as of Mar 31, 2026

CWM, LLC holds $156,736,270 across 274 Asset Management names. BX ranks #5 (6.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TROW	Price T Rowe Group Inc	161,324	$14,541,745
2	AMP	Ameriprise Financial Inc	31,625	$14,054,150
3	BLK	BlackRock, Inc.	13,303	$12,793,628
4	KKR	KKR & Co. Inc.	121,243	$11,214,977
5	BX	Blackstone Inc. This page	89,727	$10,317,707
6	NTRS	Northern Trust Corp	66,054	$9,219,156
7	JHG	Janus Henderson Group Ltc.	160,591	$8,249,559
8	IVZ	Invesco Ltd.	296,702	$7,206,891

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,317,707	89,727	+18.1%	Shares	Sole	2026-05-14
2025-12-31	$11,712,327	75,985	+11.8%	Shares	Sole	2026-01-26
2025-09-30	$11,607,378	67,939	+28.6%	Shares	Sole	2025-10-15
2025-06-30	$7,904,255	52,843	+18.9%	Shares	Sole	2025-07-25
2025-03-31	$6,210,844	44,433	+2.2%	Shares	Sole	2025-05-01
2024-12-31	$7,494,235	43,465	+6.3%	Shares	Sole	2025-02-04
2024-09-30	$6,259,341	40,876	+5.2%	Shares	Sole	2024-10-08
2024-06-30	$4,809,011	38,845	+4.2%	Shares	Sole	2024-07-10
2024-03-31	$4,895,108	37,262	+21.1%	Shares	Sole	2024-04-05
2023-12-31	$4,028,801	30,773	-37.8%	Shares	Sole	2024-02-01
2023-09-30	$5,297,323	49,443	+17.5%	Shares	Sole	2023-10-11
2023-06-30	$3,911,712	42,075	+9.7%	Shares	Sole	2023-08-03
2023-03-31	$3,368,400	38,347	+27.8%	Shares	Sole	2023-05-01
2022-12-31	$2,226,293	30,008	-6.4%	Shares	Sole	2023-02-01
2022-09-30	$2,683,338	32,059	+1.4%	Shares	Sole	2022-10-27
2022-06-30	$2,885,604	31,630	+14.0%	Shares	Sole	2022-07-28
2022-03-31	$3,522,204	27,747	-4.2%	Shares	Sole	2022-04-21
2021-12-31	$3,746,228	28,953	+64.6%	Shares	Sole	2022-01-31
2021-06-30	$1,708,789	17,591	0.0%	Shares	Sole	2021-09-15
2021-03-31	$1,311,057	17,591	0.0%	Shares	Sole	2021-09-15
2020-12-31	$1,140,072	17,591	0.0%	Shares	Sole	2021-09-15
2020-09-30	$918,250	17,591	0.0%	Shares	Sole	2021-09-15
2020-06-30	$996,706	17,591	0.0%	Shares	Sole	2021-09-15
2020-03-31	$801,621	17,591	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.