Position in BX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$949,596
+$346,589 QoQ
Shares Held
8,070
+53.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#140
of 338 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 20261620 INVESTMENT ADVISORS, INC. holds $7,675,369 across 20 Asset Management names. BX ranks #2 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TY |
TRI-CONTINENTAL Corp
|
90,360 | $3,110,191 | |
| 2 | BX |
Blackstone Inc.
This page
|
8,070 | $949,596 | |
| 3 | FHI |
Federated Hermes, Inc.
|
17,183 | $948,845 | |
| 4 | TYG |
Tortoise Energy Infrastructure Corp
|
18,700 | $801,669 | |
| 5 | ARCC |
Ares Capital Corp
|
37,166 | $688,685 | |
| 6 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
11,911 | $465,124 | |
| 7 | HTGC |
Hercules Capital, Inc.
|
23,628 | $372,613 | |
| 8 | AMP |
Ameriprise Financial Inc
|
200 | $91,752 |
All Filings in BX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $949,596 | 8,070 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $603,007 | 5,244 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $789,505 | 5,122 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $888,761 | 5,202 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $783,649 | 5,239 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $708,125 | 5,066 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $862,789 | 5,004 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $763,199 | 4,984 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $601,668 | 4,860 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $43,483 | 331 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $662,717 | 5,062 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $541,057 | 5,050 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $469,777 | 5,053 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $441,220 | 5,023 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $367,463 | 4,953 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $401,676 | 4,799 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $428,689 | 4,699 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $801,118 | 6,311 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $816,580 | 6,311 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||