Position in BX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$15,725,653
+$67,121 QoQ
Shares Held
133,642
-1.9% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#274
of 2,104 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Moran Wealth Management, LLC holds $104,771,959 across 11 Asset Management names. BX ranks #2 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
68,051 | $31,219,076 | |
| 2 | BX |
Blackstone Inc.
This page
|
133,642 | $15,725,653 | |
| 3 | AMG |
Affiliated Managers Group, Inc.
|
45,453 | $15,381,295 | |
| 4 | TROW |
Price T Rowe Group Inc
|
124,645 | $14,170,889 | |
| 5 | BLK |
BlackRock, Inc.
|
13,633 | $13,108,947 | |
| 6 | HLNE |
Hamilton Lane INC
|
71,786 | $5,658,889 | |
| 7 | SEIC |
Sei Investments Co
|
41,009 | $3,596,898 | |
| 8 | VCTR |
Victory Capital Holdings, Inc.
|
29,552 | $2,484,141 |
All Filings in BX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,725,653 | 133,642 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $15,658,532 | 136,173 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $21,766,263 | 141,211 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $24,879,006 | 145,619 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $27,443,890 | 183,473 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $26,093,990 | 186,679 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $33,027,568 | 191,553 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $30,509,927 | 199,242 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $25,183,767 | 203,423 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $26,984,448 | 205,408 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $27,654,755 | 211,234 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $23,607,441 | 220,342 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $20,999,226 | 225,871 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $19,675,018 | 223,987 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $14,731,388 | 198,563 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||