Position in BX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$155,509,377
+$64,993,620 QoQ
Shares Held
1,321,572
+67.9% QoQ
Ownership
0.176%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#61
of 2,112 holders
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $766,672,810 across 146 Asset Management names. BX ranks #2 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
236,624 | $227,528,173 | |
| 2 | BX |
Blackstone Inc.
This page
|
1,321,572 | $155,509,377 | |
| 3 | STT |
State Street Corp
|
417,421 | $70,794,601 | |
| 4 | BAM |
Brookfield Asset Management Ltd.
|
1,208,246 | $54,189,832 | |
| 5 | RJF |
Raymond James Financial Inc
|
294,566 | $44,782,868 | |
| 6 | BN |
BROOKFIELD Corp /ON/
|
689,956 | $29,385,225 | |
| 7 | KKR |
KKR & Co. Inc.
|
233,669 | $21,446,140 | |
| 8 | AMP |
Ameriprise Financial Inc
|
42,514 | $19,503,722 |
All Filings in BX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $155,509,377 | 1,321,572 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $90,515,757 | 787,162 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $22,182,749 | 143,913 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $20,939,033 | 122,558 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $16,778,238 | 112,169 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $13,349,967 | 95,507 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $14,027,746 | 81,358 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $9,640,145 | 62,954 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,390,375 | 43,541 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $480,945 | 3,661 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $11,258 | 86 | Shares | Sole | 2024-02-13 | |
| 2023-06-30 | $19,895 | 214 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $18,885 | 215 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $1,038 | 14 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $1,368 | 15 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $152,328 | 1,200 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $905 | 7 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $814 | 7 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $679 | 7 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||