Position in BX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$39,930,046
+$3,908,762 QoQ
Shares Held
347,248
+48.6% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.23%
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")%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Derivatives in BX
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$6,324,450
PutShares
55,000
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 Mar 31, 2026IEQ CAPITAL, LLC holds $238,839,693 across 46 Asset Management names. BX ranks #1 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
347,248 | $39,930,046 | |
| 2 | BLK |
BlackRock, Inc.
|
30,712 | $29,536,036 | |
| 3 | AMP |
Ameriprise Financial Inc
|
61,221 | $27,206,612 | |
| 4 | IVZ |
Invesco Ltd.
|
914,384 | $22,210,387 | |
| 5 | JHG |
Janus Henderson Group Ltc.
|
418,655 | $21,506,307 | |
| 6 | NTRS |
Northern Trust Corp
|
138,197 | $19,288,155 | |
| 7 | KKR |
KKR & Co. Inc.
|
174,684 | $16,158,269 | |
| 8 | OWL |
Blue Owl Capital Inc.
|
936,412 | $8,549,441 |
All Filings in BX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $39,930,046 | 347,248 | Shares | Other | 2026-05-15 | |
| 2026-03-31 | $6,324,450 | 55,000 | Put | Sole | 2026-05-15 | |
| 2025-12-31 | $36,021,284 | 233,692 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $42,392,497 | 248,127 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $33,093,827 | 221,245 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $34,790,402 | 248,894 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $40,763,708 | 236,421 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $37,641,344 | 245,813 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $28,460,133 | 229,888 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $18,285,389 | 139,190 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $16,787,085 | 128,224 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $13,612,351 | 127,052 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $11,991,083 | 128,978 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $11,128,800 | 126,694 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | $8,530,810 | 114,986 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $8,043,737 | 96,102 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $3,893,148 | 42,674 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $5,345,570 | 42,111 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $5,035,987 | 38,921 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $4,613,811 | 39,658 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $3,450,218 | 35,518 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $2,590,811 | 34,762 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,295,570 | 35,420 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $1,800,795 | 34,498 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,954,430 | 34,494 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,682,443 | 36,920 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||