Position in BX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$9,489,202
-$7,804,997 QoQ
Shares Held
82,522
-26.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 52.621119216693735.ToString("F0")%
Shared 0.ToString("F0")%
None 47.37888078330627.ToString("F0")%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Lido Advisors, LLC holds $182,835,867 across 112 Asset Management names. BX ranks #3 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
35,996 | $34,617,711 | |
| 2 | ARCC |
Ares Capital Corp
|
632,530 | $11,398,189 | |
| 3 | BX |
Blackstone Inc.
This page
|
82,522 | $9,489,202 | |
| 4 | KKR |
KKR & Co. Inc.
|
74,590 | $6,899,573 | |
| 5 | FSK |
FS KKR Capital Corp
|
626,540 | $6,378,177 | |
| 6 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
491,880 | $6,227,200 | |
| 7 | UTG |
Reaves Utility Income Fund
|
150,589 | $5,915,135 | |
| 8 | AMP |
Ameriprise Financial Inc
|
12,250 | $5,443,899 |
All Filings in BX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,489,202 | 82,522 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $17,294,199 | 112,198 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $19,507,651 | 114,180 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $11,454,984 | 76,581 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $47,972,495 | 343,200 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $49,651,269 | 287,967 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $41,560,858 | 271,409 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $32,072,246 | 259,065 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $29,735,993 | 226,353 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $26,914,532 | 205,580 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $21,740,633 | 202,918 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $18,183,165 | 195,581 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $13,246,534 | 150,803 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $10,746,347 | 144,849 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $12,447,277 | 148,713 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $14,327,671 | 157,050 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $20,161,626 | 158,828 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $19,510,459 | 150,788 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $16,928,051 | 145,505 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $14,405,667 | 148,298 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $10,138,539 | 136,033 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $7,836,954 | 120,922 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $5,360,261 | 102,687 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $5,277,992 | 93,152 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $2,910,829 | 63,876 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||