Skip to main content
Equibles

Klingman & Associates, LLC

Position in BX — Blackstone Inc.

CIK 1662449 New York, NY
Back to BX Full portfolio

Position in BX

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$1,598,899
+$62,403 QoQ
Shares Held
13,588
+1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
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, 2026

Klingman & Associates, LLC holds $55,439,335 across 10 Asset Management names. BX ranks #3 (2.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
 411,356 $49,147,828
2 RJF
Raymond James Financial Inc
 11,468 $1,743,480
3 BX
Blackstone Inc.
This page 		13,588 $1,598,899
4 BLK
BlackRock, Inc.
 871 $837,518
5 FRA
Blackrock Floating Rate Income Strategies Fund, Inc.
 49,642 $545,565
6 ARES
Ares Management Corp
 3,588 $399,380
7 GBDC
GOLUB CAPITAL BDC, Inc.
 27,788 $357,909
8 KKR
KKR & Co. Inc.
 3,252 $298,468

All Filings in BX

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,598,899 13,588
2026-03-31 $1,536,496 13,362
2025-12-31 $1,934,919 12,553
2025-09-30 $2,582,568 15,116
2025-06-30 $2,251,029 15,049
2025-03-31 $2,121,720 15,179
2024-12-31 $2,258,184 13,097
2024-09-30 $2,011,975 13,139
2024-06-30 $1,634,407 13,202
2024-03-31 $1,761,277 13,407
2023-12-31 $1,752,756 13,388
2023-09-30 $1,479,389 13,808
2023-06-30 $1,289,772 13,873
2023-03-31 $1,205,164 13,720
2022-12-31 $1,032,205 13,913
2022-09-30 $1,138,905 13,607
2022-06-30 $1,259,886 13,810
2022-03-31 $1,756,595 13,838
2021-12-31 $1,839,537 14,217
2021-09-30 $1,654,703 14,223
2021-06-30 $1,057,368 10,885
2021-03-31 $811,259 10,885
2020-12-31 $943,957 14,565
2020-09-30 $734,193 14,065
2020-06-30 $796,922 14,065
2020-03-31 $640,942 14,065