Position in BX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$71,367,913
+$1,983,179 QoQ
Shares Held
606,509
+0.5% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#95
of 2,112 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 68%
Shared 13%
None 18%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Derivatives in BX
reported options exposure · as of Mar 31, 2026CallValue
$57,495
CallShares
500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Asset Management
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $798,098,841 across 121 Asset Management names. BX ranks #3 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
169,709 | $163,185,384 | |
| 2 | NTRS |
Northern Trust Corp
|
497,727 | $86,524,861 | |
| 3 | BX |
Blackstone Inc.
This page
|
606,509 | $71,367,913 | |
| 4 | APO |
Apollo Global Management, Inc.
|
388,650 | $45,981,179 | |
| 5 | AMP |
Ameriprise Financial Inc
|
81,171 | $37,238,006 | |
| 6 | KKR |
KKR & Co. Inc.
|
299,707 | $27,507,107 | |
| 7 | PDO |
PIMCO Dynamic Income Opportunities Fund
|
1,734,470 | $22,929,693 | |
| 8 | PFG |
Principal Financial Group Inc
|
208,030 | $22,421,472 |
All Filings in BX
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,367,913 | 606,509 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $69,384,734 | 603,398 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $57,495 | 500 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $64,936,098 | 421,280 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $67,025,821 | 392,308 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $55,475,931 | 370,878 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $53,229,202 | 380,807 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $66,061,343 | 383,142 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $58,069,039 | 379,214 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $46,987,052 | 379,540 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $48,847,307 | 371,830 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $32,642,938 | 249,335 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $30,043,555 | 280,414 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $30,361,212 | 326,570 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $26,289,194 | 299,285 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $24,730,197 | 333,336 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $4,094,101 | 48,914 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,399,657 | 48,226 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $4,783,480 | 37,683 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,171,755 | 9,056 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,026,235 | 8,821 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $630,632 | 6,492 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $337,024 | 4,522 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $379,332 | 5,853 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $290,545 | 5,566 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $309,703 | 5,466 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $258,655 | 5,676 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||