HERITAGE INVESTORS MANAGEMENT CORP

Position in BX — Blackstone Inc.

CIK 937589 BETHESDA, MD

Position in BX

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,203,881

+$21,669 QoQ

Shares Held

10,231

-0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#976

of 2,112 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

HERITAGE INVESTORS MANAGEMENT CORP holds $55,458,537 across 5 Asset Management names. BX ranks #4 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	40,102	$38,560,479
2	TROW	Price T Rowe Group Inc	124,691	$14,176,119
3	BN	BROOKFIELD Corp /ON/	30,433	$1,296,141
4	BX	Blackstone Inc. This page	10,231	$1,203,881
5	BAM	Brookfield Asset Management Ltd.	4,948	$221,917

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,203,881	10,231	-0.5%	Shares	Sole	2026-08-04
2026-03-31	$1,182,212	10,281	-0.8%	Shares	Sole	2026-04-24
2025-12-31	$1,597,815	10,366	+21.0%	Shares	Sole	2026-02-06
2025-09-30	$1,463,501	8,566	-5.8%	Shares	Sole	2025-11-04
2025-06-30	$1,360,579	9,096	0.0%	Shares	Sole	2025-08-04
2025-03-31	$1,271,438	9,096	-1.2%	Shares	Sole	2025-05-05
2024-12-31	$1,587,815	9,209	-3.3%	Shares	Sole	2025-02-05
2024-09-30	$1,458,410	9,524	-12.7%	Shares	Sole	2024-10-30
2024-06-30	$1,349,915	10,904	-6.3%	Shares	Sole	2024-07-30
2024-03-31	$1,529,015	11,639	-4.7%	Shares	Sole	2024-04-29
2023-12-31	$1,599,056	12,214	+155.0%	Shares	Sole	2024-02-07
2023-09-30	$513,093	4,789	-8.8%	Shares	Sole	2023-11-09
2023-06-30	$488,278	5,252	-0.6%	Shares	Sole	2023-08-01
2023-03-31	$464,058	5,283	-1.1%	Shares	Sole	2023-05-01
2022-12-31	$396,397	5,343	+54.2%	Shares	Sole	2023-02-06
2022-09-30	$290,020	3,465	-35.8%	Shares	Sole	2022-10-27
2022-06-30	$492,550	5,399	+2.8%	Shares	Sole	2022-08-01
2022-03-31	$666,815	5,253	-1.9%	Shares	Sole	2022-05-02
2021-12-31	$692,624	5,353	+50.7%	Shares	Sole	2022-01-28
2021-09-30	$413,356	3,553	—	Shares	Sole	2021-10-28
No filing history on record for this holder in this stock.