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LRI Investments, LLC

Position in BX — Blackstone Inc.

CIK 2023325 PALM BEACH GARDENS, FL

Position in BX

as of Jun 30, 2026 · filed Jul 14, 2026
Position Value
$854,872
+$16,825 QoQ
Shares Held
7,265
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,111
of 2,112 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in BX Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

LRI Investments, LLC holds $266,094,855 across 59 Asset Management names. BX ranks #3 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 BX
Blackstone Inc.
This page
7,265 $854,872

All Filings in BX

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $854,872 7,265
2026-03-31 $838,047 7,288
2025-12-31 $856,093 5,554
2025-09-30 $1,021,853 5,981
2025-06-30 $1,001,587 6,696
2025-03-31 $987,545 7,065
2024-12-31 $1,311,771 7,608
2024-09-30 $1,160,419 7,578
2024-06-30 $800,738 6,468
2024-03-31 $632,283 4,813