Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

BLACKSTONE INC · COM · quarter ended 2026-03-31 · 23 members disclosed BX ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,709 holders are listed, largest first: 1,709
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $53.3B
holders whose share count rose or who opened the position (new + add), by shares: 867
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 304

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of BX ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$6.1B	52,702,690	+1,273,962	ADD
2	VANGUARD CAPITAL MANAGEMENT LLC	$5.6B	48,309,794	—	NO PRIOR
3	MORGAN STANLEY	$3.7B	32,494,438	−367,727	TRIM
4	STATE STREET CORP	$3.7B	32,027,701	+485,692	ADD
5	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$2.5B	21,359,609	+17,007,658	ADD
6	GEODE CAPITAL MANAGEMENT, LLC	$2.1B	18,317,778	+1,002,596	ADD
7	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.8B	16,037,998	—	NO PRIOR
8	Capital Research Global Investors	$1.7B	14,740,886	+8,359,119	ADD
9	BANK OF AMERICA CORP /DE/	$1.3B	11,538,067	+384,264	ADD
10	UBS Group AG	$858M	7,463,536	+1,657,307	ADD
11	NORTHERN TRUST CORP	$821M	7,143,281	−30,785	TRIM
12	Capital World Investors	$797M	6,926,865	−4,631,513	TRIM
13	WELLS FARGO & COMPANY/MN	$640M	5,566,780	+550,053	ADD
14	Aristotle Capital Management, LLC	$600M	5,216,518	−238,854	TRIM
15	Legal & General Group Plc	$562M	4,890,077	+261,569	ADD
16	ROYAL BANK OF CANADA	$540M	4,697,075	−3,596,931	TRIM
17	Bank of New York Mellon Corp	$520M	4,520,908	+333,798	ADD
18	Janus Henderson Group Ltd.	$509M	4,466,274	−3,786,019	TRIM
19	VANGUARD FIDUCIARY TRUST CO	$496M	4,310,130	—	NO PRIOR
20	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$495M	4,300,519	−80,781	TRIM
21	CIBC Bancorp USA Inc.	$465M	4,039,532	—	NO PRIOR
22	Capital International Investors	$449M	3,901,599	+230,709	ADD
23	D. E. Shaw & Co., Inc.	$435M	3,781,729	+3,750,248	ADD
24	BARCLAYS PLC	$374M	3,251,821	+721,454	ADD
25	Invesco Ltd.	$358M	3,111,980	+672,044	ADD
26	Clearbridge Investments, LLC	$351M	3,056,290	+2,857,650	ADD
27	DEUTSCHE BANK AG\	$315M	2,736,078	+699,045	ADD
28	EDGEWOOD MANAGEMENT LLC	$289M	2,513,803	−3,239,119	TRIM
29	Focus Partners Wealth	$289M	2,510,528	+1,186,360	ADD
30	Amundi	$281M	2,445,131	−264,214	TRIM
31	HighTower Advisors, LLC	$274M	2,383,661	+690,810	ADD
32	BECK MACK & OLIVER LLC	$260M	2,259,068	+109,654	ADD
33	Nuveen, LLC	$234M	2,036,523	+13,973	ADD
34	National Philanthropic Trust	$227M	1,975,576	—	NO PRIOR
35	STIFEL FINANCIAL CORP	$224M	1,948,494	+575,394	ADD
36	RAYMOND JAMES FINANCIAL INC	$220M	1,909,450	+67,412	ADD
37	Mitsubishi UFJ Asset Management Co., Ltd.	$194M	1,685,895	+131,744	ADD
38	HSBC HOLDINGS PLC	$192M	1,669,894	−1,926,000	TRIM
39	Vanguard Global Advisers, LLC	$188M	1,637,296	—	NO PRIOR
40	Sumitomo Mitsui Trust Group, Inc.	$186M	1,613,494	−63,571	TRIM
41	National Pension Service	$184M	1,600,728	+1,600,728	NEW
42	DIMENSIONAL FUND ADVISORS LP	$177M	1,539,157	+113,608	ADD
43	LAZARD ASSET MANAGEMENT LLC	$174M	1,509,211	+27,788	ADD
44	VANGUARD ASSET MANAGEMENT, Ltd	$171M	1,486,663	—	NO PRIOR
45	LPL Financial LLC	$169M	1,469,080	+169,089	ADD
46	RENAISSANCE TECHNOLOGIES LLC	$165M	1,431,400	+1,431,400	NEW
47	WORLDQUANT MILLENNIUM ADVISORS LLC	$160M	1,395,240	+1,151,992	ADD
48	Cryder Capital Partners LLP	$160M	1,391,293	+300,648	ADD
49	Evercore Wealth Management, LLC	$155M	1,345,665	+28,573	ADD
50	FMR LLC	$154M	1,337,444	−3,889,929	TRIM
51	ALLIANCEBERNSTEIN L.P.	$150M	971,507	+130,879	ADD
52	RHUMBLINE ADVISERS	$147M	1,275,696	−9,480	TRIM
53	Heard Capital LLC	$142M	1,232,890	+79,850	ADD
54	MARKEL GROUP INC.	$141M	1,229,000	0	NO CHANGE
55	CITIGROUP INC	$139M	1,212,751	+236,667	ADD
56	BLAIR WILLIAM & CO/IL	$136M	1,178,612	−190,433	TRIM
57	BROWN ADVISORY INC	$135M	1,177,958	−59,269	TRIM
58	CANADA PENSION PLAN INVESTMENT BOARD	$129M	1,125,403	+128,538	ADD
59	Rockefeller Capital Management L.P.	$124M	1,079,967	+247,662	ADD
60	Ensign Peak Advisors, Inc	$124M	1,079,391	+76,837	ADD
61	NATIONAL BANK OF CANADA /FI/	$118M	1,025,999	+406,413	ADD
62	Aberdeen Group plc	$115M	1,000,013	+275,027	ADD
63	AQR CAPITAL MANAGEMENT LLC	$109M	962,980	+674,646	ADD
64	Swiss Life Asset Management Ltd	$104M	904,014	+31,534	ADD
65	BANK OF MONTREAL /CAN/	$104M	900,569	−150,581	TRIM
66	NEW YORK STATE COMMON RETIREMENT FUND	$102M	891,020	+2,800	ADD
67	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$101M	882,657	+395,027	ADD
68	PRINCIPAL FINANCIAL GROUP INC	$98.8M	858,964	+34,323	ADD
69	BANK OF NOVA SCOTIA	$92.8M	807,184	+386,889	ADD
70	FIRST FINANCIAL BANKSHARES INC	$89.7M	780,212	+45,290	ADD
71	Qube Research & Technologies Ltd	$88.1M	766,400	+631,222	ADD
72	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$86.4M	751,468	+569,401	ADD
73	Advisors Capital Management, LLC	$81.8M	711,265	−126,217	TRIM
74	Mirae Asset Global Investments Co., Ltd.	$79.6M	691,972	+547,672	ADD
75	John & Kathleen Schreiber Foundation	$78.1M	679,426	−18,197	TRIM
76	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$73.9M	642,750	0	NO CHANGE
77	CITADEL ADVISORS LLC	$71.5M	621,582	−1,319,814	TRIM
78	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$70.6M	614,323	−37,669	TRIM
79	ADAGE CAPITAL PARTNERS GP, L.L.C.	$70.2M	610,800	−45,900	TRIM
80	Cerity Partners LLC	$69.4M	603,398	+182,118	ADD
81	AVIVA PLC	$65.1M	566,009	+12,072	ADD
82	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	$63.6M	552,810	−1,790	TRIM
83	NewEdge Wealth, LLC	$61.8M	537,227	−177,475	TRIM
84	COMMONWEALTH EQUITY SERVICES, LLC	$61.1M	531,405	−53,228	TRIM
85	TWO SIGMA INVESTMENTS, LP	$58.8M	511,363	+511,363	NEW
86	Universal- Beteiligungs- und Servicegesellschaft mbH	$58.3M	506,691	−83,520	TRIM
87	BARR E S & CO	$56.3M	489,660	−5,594	TRIM
88	FRANKLIN RESOURCES INC	$54.8M	476,415	−924,579	TRIM
89	BOWEN HANES & CO INC	$54.4M	473,338	+41,931	ADD
90	Mariner, LLC	$53.0M	461,328	−4,845	TRIM
91	Callodine Capital Management, LP	$51.9M	450,970	+450,970	NEW
92	SEI INVESTMENTS CO	$51.6M	448,746	+15,815	ADD
93	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$51.1M	444,189	+444,189	NEW
94	BNP Paribas Asset Management Holding S.A.	$50.7M	441,253	+379,802	ADD
95	NOMURA ASSET MANAGEMENT CO LTD	$49.5M	430,536	+8,338	ADD
96	Cetera Investment Advisers	$49.2M	427,819	+64,966	ADD
97	MEITAV INVESTMENT HOUSE LTD	$48.5M	421,630	+54,385	ADD
98	OSAIC HOLDINGS, INC.	$48.0M	417,134	+20,279	ADD
99	ENVESTNET ASSET MANAGEMENT INC	$46.9M	407,766	+95,891	ADD
100	PFA Pension, Forsikringsaktieselskab	$46.7M	406,539	+406,539	NEW
101	Walleye Trading LLC	$46.7M	405,703	+347,589	ADD
102	Creative Planning	$46.2M	401,722	+14,641	ADD
103	Pictet Asset Management Holding SA	$46.1M	400,979	−1,423	TRIM
104	STATE OF WISCONSIN INVESTMENT BOARD	$45.5M	395,464	+13,558	ADD
105	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$45.3M	393,620	−29,192	TRIM
106	ARS Investment Partners, LLC	$44.3M	385,546	+141,340	ADD
107	Chevy Chase Trust Holdings, LLC	$43.4M	377,762	+1,637	ADD
108	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$43.3M	376,390	0	NO CHANGE
109	Corient Private Wealth LLC	$42.9M	394,035	−501,355	TRIM
110	Vanguard Investments Australia, Ltd.	$42.4M	368,300	—	NO PRIOR
111	TORONTO DOMINION BANK	$41.8M	363,254	+38,173	ADD
112	CREDIT AGRICOLE S A	$40.5M	352,536	−482,481	TRIM
113	JANE STREET GROUP, LLC	$40.3M	350,781	−1,301,898	TRIM
114	PRUDENTIAL FINANCIAL INC	$40.2M	349,492	−3,855	TRIM
115	IEQ CAPITAL, LLC	$39.9M	347,248	+113,556	ADD
116	MFF Capital Investments Ltd	$39.7M	345,251	+83,450	ADD
117	COUNTRY TRUST BANK	$39.0M	339,487	+67,607	ADD
118	APG Asset Management N.V.	$38.2M	383,063	+609	ADD
119	Randolph Co Inc	$37.9M	329,389	+2,989	ADD
120	Coalescence Partners Investment Management, LP	$37.6M	326,626	+326,626	NEW
121	Woodline Partners LP	$37.4M	325,140	+14,559	ADD
122	VICTORY CAPITAL MANAGEMENT INC	$36.6M	318,423	+84,575	ADD
123	Kimelman & Baird, LLC	$36.0M	312,666	−1,109	TRIM
124	CIBC WORLD MARKET INC.	$35.8M	311,487	+142,372	ADD
125	Asset Management One Co., Ltd.	$35.7M	310,628	−32,734	TRIM
126	TD ASSET MANAGEMENT INC	$35.0M	304,266	+18,784	ADD
127	Mitsubishi UFJ Trust & Banking Corp	$35.0M	304,205	+4,100	ADD
128	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$34.7M	302,036	+610	ADD
129	Allspring Global Investments Holdings, LLC	$34.4M	301,172	+52,163	ADD
130	Jain Global LLC	$34.3M	298,080	−78,503	TRIM
131	TD Waterhouse Canada Inc.	$33.8M	295,840	+61,600	ADD
132	STEPHENS INC /AR/	$33.6M	291,762	−4,407	TRIM
133	NATIXIS	$33.0M	286,928	+90,598	ADD
134	DANSKE BANK A/S	$32.9M	286,356	−5,500	TRIM
135	Compagnie Lombard Odier SCmA	$32.7M	284,578	−99,862	TRIM
136	Trexquant Investment LP	$32.5M	282,672	+197,823	ADD
137	FIFTH THIRD BANCORP	$32.2M	280,117	+208,337	ADD
138	KLP KAPITALFORVALTNING AS	$31.3M	272,400	+6,400	ADD
139	Kestra Advisory Services, LLC	$30.7M	267,390	+43,399	ADD
140	Gotham Asset Management, LLC	$30.4M	264,769	+241,010	ADD
141	SCHRODER INVESTMENT MANAGEMENT GROUP	$30.2M	270,669	−76,831	TRIM
142	CIBC Asset Management Inc	$29.4M	255,595	+6,260	ADD
143	Chicago Partners Investment Group LLC	$29.1M	224,085	+2,969	ADD
144	State of New Jersey Common Pension Fund D	$29.0M	252,627	0	NO CHANGE
145	ADELL HARRIMAN & CARPENTER INC	$28.9M	251,002	−4,291	TRIM
146	CAPITAL ADVISORS INC/OK	$28.7M	249,625	+81,198	ADD
147	Prospera Financial Services Inc	$28.6M	248,639	+11,567	ADD
148	Midwest Trust Co	$28.4M	246,976	+58,175	ADD
149	Private Advisor Group, LLC	$28.1M	244,376	+8,821	ADD
150	Empowered Funds, LLC	$27.9M	242,487	+91,504	ADD
151	Quantinno Capital Management LP	$27.9M	242,340	+7,850	ADD
152	DnB Asset Management AS	$27.8M	241,474	−21,930	TRIM
153	Highlander Partners, L.P.	$27.4M	238,600	−5,400	TRIM
154	STOREBRAND ASSET MANAGEMENT AS	$27.3M	237,387	—	NO PRIOR
155	Lansforsakringar Fondforvaltning AB (publ)	$27.2M	236,557	+655	ADD
156	Sequoia Financial Advisors, LLC	$26.8M	233,387	+26,889	ADD
157	Swedbank AB	$26.6M	231,329	+40	ADD
158	MILLENNIUM MANAGEMENT LLC	$26.4M	229,238	−310,247	TRIM
159	MOODY LYNN LIEBERSON & WALKER, LLC	$26.1M	227,372	−51,280	TRIM
160	Resona Asset Management Co.,Ltd.	$26.0M	227,440	+7,409	ADD
161	Clearstead Advisors, LLC	$25.3M	219,930	+150,463	ADD
162	Tredje AP-fonden	$25.2M	219,375	+219,375	NEW
163	Korea Investment CORP	$24.8M	215,983	−68,000	TRIM
164	BALDWIN WEALTH PARTNERS LLC/MA	$24.7M	214,889	−18,441	TRIM
165	PUBLIC SECTOR PENSION INVESTMENT BOARD	$24.5M	212,999	+24,973	ADD
166	Saba Capital Management, L.P.	$24.3M	211,134	+211,134	NEW
167	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$24.1M	233,763	−231,850	TRIM
168	KCM INVESTMENT ADVISORS LLC	$24.1M	209,212	−3,194	TRIM
169	MetLife Investment Management, LLC	$24.0M	208,301	−4,541	TRIM
170	Sanctuary Advisors, LLC	$23.5M	204,262	+15,762	ADD
171	Czech National Bank	$23.4M	203,902	+9,184	ADD
172	XPONANCE LLC	$23.4M	203,535	+16,997	ADD
173	Arizona State Retirement System	$23.3M	202,374	−4,019	TRIM
174	Destination Wealth Management	$23.0M	199,657	+12,406	ADD
175	COMMERCE BANK	$22.7M	197,584	−118,931	TRIM
176	Federation des caisses Desjardins du Quebec	$22.6M	196,770	+28,995	ADD
177	STATE OF MICHIGAN RETIREMENT SYSTEM	$22.5M	195,600	+2,300	ADD
178	BW Gestao de Investimentos Ltda.	$22.5M	195,580	+46,804	ADD
179	PINNACLE ASSOCIATES LTD	$22.5M	195,249	−283	TRIM
180	Capital International, Inc./CA/	$22.4M	194,948	+79,010	ADD
181	Integrated Advisors Network LLC	$22.3M	193,739	−26,037	TRIM
182	TRUIST FINANCIAL CORP	$22.2M	193,228	−29,086	TRIM
183	Archon Partners LLC	$21.8M	190,000	0	NO CHANGE
184	Zurcher Kantonalbank (Zurich Cantonalbank)	$21.7M	189,079	+189,079	NEW
185	Rafferty Asset Management, LLC	$21.2M	184,393	−43,886	TRIM
186	&PARTNERS	$21.1M	182,664	+74,362	ADD
187	GUGGENHEIM CAPITAL LLC	$20.9M	182,186	−5,442	TRIM
188	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$20.3M	176,522	+57,250	ADD
189	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$20.1M	174,401	+2,633	ADD
190	SOROS FUND MANAGEMENT LLC	$19.9M	173,489	+173,489	NEW
191	TCTC Holdings, LLC	$19.2M	167,241	+143,475	ADD
192	TORRAY INVESTMENT PARTNERS LLC	$19.0M	165,160	+25,613	ADD
193	Enstar Group LTD	$18.9M	164,428	0	NO CHANGE
194	First Long Island Investors, LLC	$18.9M	164,312	−579	TRIM
195	Allianz Asset Management GmbH	$18.7M	162,861	+45,707	ADD
196	ProShare Advisors LLC	$18.4M	160,158	−4,797	TRIM
197	Retirement Systems of Alabama	$18.3M	158,990	+1,897	ADD
198	Equitable Holdings, Inc.	$18.3M	131,247	+35,443	ADD
199	Edgemoor Investment Advisors, Inc.	$18.0M	156,613	+2,761	ADD
200	GROUP ONE TRADING LLC	$17.8M	155,114	+155,114	NEW
201	SEB Asset Management AB	$17.6M	153,419	—	NO PRIOR
202	Baird Financial Group, Inc.	$17.6M	153,210	+153,210	NEW
203	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$17.5M	152,469	+19,116	ADD
204	VOYA INVESTMENT MANAGEMENT LLC	$17.5M	152,109	−352,280	TRIM
205	CI INVESTMENTS INC.	$17.1M	148,546	−7,027	TRIM
206	FOUNDATIONS INVESTMENT ADVISORS, LLC	$17.0M	148,197	+31,201	ADD
207	Varma Mutual Pension Insurance Co	$16.8M	146,100	0	NO CHANGE
208	FIRST MANHATTAN CO. LLC.	$16.6M	144,347	−476	TRIM
209	TUDOR INVESTMENT CORP ET AL	$16.6M	144,275	+144,275	NEW
210	D.A. DAVIDSON & CO.	$16.5M	143,525	−5,572	TRIM
211	IFM Investors Pty Ltd	$16.5M	143,467	+5,537	ADD
212	Texas Yale Capital Corp.	$16.3M	141,494	−445	TRIM
213	TEACHER RETIREMENT SYSTEM OF TEXAS	$16.2M	141,171	+8,568	ADD
214	Cresset Asset Management, LLC	$16.0M	138,993	+10,125	ADD
215	Waverly Advisors, LLC	$15.9M	138,051	+10,778	ADD
216	Moran Wealth Management, LLC	$15.7M	136,173	−5,038	TRIM
217	MERCER GLOBAL ADVISORS INC /ADV	$15.6M	136,046	−72,115	TRIM
218	SANDERS MORRIS HARRIS LLC	$15.3M	132,944	+132,944	NEW
219	OPPENHEIMER & CO INC	$15.3M	132,898	+5,080	ADD
220	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$15.2M	132,177	−156,850	TRIM
221	CHOREO, LLC	$15.1M	131,619	+3,950	ADD
222	Man Group plc	$15.1M	131,325	+124,224	ADD
223	US BANCORP \DE\	$15.0M	130,809	−17,245	TRIM
224	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$14.9M	130,000	−37,947	TRIM
225	PERRYMAN FINANCIAL ADVISORY INC /AD	$14.9M	129,727	+844	ADD
226	Daiwa Securities Group Inc.	$14.8M	128,982	+5,461	ADD
227	Amplius Wealth Advisors, LLC	$14.8M	128,696	+1,870	ADD
228	Vantage Investment Partners, LLC	$14.6M	127,062	+35,557	ADD
229	Evelyn Partners Investment Management LLP	$14.6M	126,850	−26,183	TRIM
230	CAPSTONE INVESTMENT ADVISORS, LLC	$14.5M	125,947	+74,190	ADD
231	Quadrature Capital Ltd	$14.4M	125,409	+125,409	NEW
232	Engineers Gate Manager LP	$14.3M	124,613	+124,613	NEW
233	USS Investment Management Ltd	$14.2M	123,861	+6,039	ADD
234	NISA INVESTMENT ADVISORS, LLC	$14.2M	123,361	−7,916	TRIM
235	Concurrent Investment Advisors, LLC	$13.9M	120,926	+8,426	ADD
236	Utah Retirement Systems	$13.9M	120,548	−902	TRIM
237	Fort Sheridan Advisors LLC	$13.8M	120,091	+7,739	ADD
238	SouthState Bank Corp	$13.7M	118,707	+1,655	ADD
239	Aquatic Capital Management LLC	$13.4M	116,220	+80,717	ADD
240	Stratos Wealth Advisors, LLC	$13.3M	116,071	+4,036	ADD
241	QRG CAPITAL MANAGEMENT, INC.	$13.3M	115,229	+2,605	ADD
242	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$13.2M	115,329	+40,765	ADD
243	KIDS CAPITAL MANAGEMENT, L.P.	$13.2M	115,000	0	NO CHANGE
244	Mirador Capital Partners LP	$12.8M	111,032	+1,986	ADD
245	LONGFELLOW INVESTMENT MANAGEMENT CO LLC	$12.7M	110,072	+101,251	ADD
246	MACKENZIE FINANCIAL CORP	$12.5M	108,815	−816,343	TRIM
247	Elo Mutual Pension Insurance Co	$12.5M	108,595	+24,684	ADD
248	Calamos Advisors LLC	$12.4M	107,620	+13,938	ADD
249	Rakuten Investment Management, Inc.	$12.4M	110,871	+13,786	ADD
250	Pathstone Holdings, LLC	$12.3M	106,738	+11,135	ADD
251	Atlantic Union Bankshares Corp	$12.3M	106,620	+2,120	ADD
252	Canal Capital Management, LLC	$12.1M	105,645	+15,892	ADD
253	NEOS Investment Management LLC	$12.1M	105,508	+4,878	ADD
254	IMC-Chicago, LLC	$12.1M	105,309	+76,918	ADD
255	PARSONS CAPITAL MANAGEMENT INC/RI	$12.1M	105,029	+2,263	ADD
256	Fidelity National Financial, Inc.	$12.1M	105,000	0	NO CHANGE
257	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$11.9M	103,894	+2,732	ADD
258	MACQUARIE GROUP LTD	$11.9M	103,842	−38,180	TRIM
259	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$11.7M	101,771	−29,027	TRIM
260	Maven Securities LTD	$11.6M	101,381	+101,381	NEW
261	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	$11.5M	100,422	+2,750	ADD
262	Wealthfront Advisers LLC	$11.3M	98,466	+22,419	ADD
263	MML INVESTORS SERVICES, LLC	$11.3M	98,063	−64,180	TRIM
264	Sumitomo Mitsui DS Asset Management Company, Ltd	$11.1M	96,150	+1,503	ADD
265	BAMCO INC /NY/	$10.9M	94,599	−485,411	TRIM
266	JACOBSON & SCHMITT ADVISORS, LLC	$10.9M	94,550	+4,074	ADD
267	NISSAY ASSET MANAGEMENT CORP /JAPAN	$10.9M	94,384	+1,499	ADD
268	Yarbrough Capital, LLC	$10.8M	94,255	0	NO CHANGE
269	SCOTIA CAPITAL INC.	$10.8M	93,500	−1,267	TRIM
270	Tranquility Partners, LLC	$10.7M	92,292	+11,551	ADD
271	Lalia Capital, LLC	$10.5M	91,047	+91,047	NEW
272	Sargent Investment Group, LLC	$10.5M	90,915	+814	ADD
273	Bleichroeder LP	$10.4M	90,750	0	NO CHANGE
274	11 Capital Partners LP	$10.4M	90,726	−4,900	TRIM
275	NewEdge Advisors, LLC	$10.4M	90,619	+90,619	NEW
276	Spinecap SAS	$10.4M	90,534	+22,606	ADD
277	Consolidated Investment Group LLC	$10.4M	90,439	+7,150	ADD
278	Kamunting Street Capital Management, L.P.	$10.3M	90,000	+90,000	NEW
279	CWM, LLC	$10.3M	89,727	+13,742	ADD
280	BECKER CAPITAL MANAGEMENT INC	$10.3M	89,608	−711	TRIM
281	AMERICAN CENTURY COMPANIES INC	$10.2M	89,101	+5,854	ADD
282	Vanguard Personalized Indexing Management, LLC	$10.2M	88,457	−12,494	TRIM
283	Pinnacle Financial Partners, Inc.	$10.1M	88,147	+1,243	ADD
284	M&T BANK CORP	$10.1M	88,032	−7,046	TRIM
285	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$10.1M	87,690	+87,690	NEW
286	EXCHANGE TRADED CONCEPTS, LLC	$10.1M	87,648	+78,161	ADD
287	Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD	$10.1M	87,585	0	NO CHANGE
288	Parallax Volatility Advisers, L.P.	$10.0M	78,056	+78,056	NEW
289	Danica Pension, Livsforsikringsaktieselskab	$9.9M	86,004	+86,004	NEW
290	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$9.9M	85,737	+1,179	ADD
291	Embree Financial Group	$9.7M	84,281	+13,077	ADD
292	Bragg Financial Advisors, Inc	$9.7M	84,108	+8,758	ADD
293	Bulltick Wealth Management, LLC	$9.6M	83,800	+42,751	ADD
294	Lido Advisors, LLC	$9.5M	82,522	−29,676	TRIM
295	Apollon Wealth Management, LLC	$9.5M	82,398	−49,538	TRIM
296	Steward Partners Investment Advisory, LLC	$9.5M	82,329	−18,811	TRIM
297	GFG Capital, LLC	$9.4M	81,607	+28,087	ADD
298	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$9.2M	79,638	+343	ADD
299	GUARDIAN INVESTMENT MANAGEMENT	$9.1M	79,429	0	NO CHANGE
300	World Investment Advisors	$9.0M	78,693	−1,148	TRIM
301	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$9.0M	78,178	−29,686	TRIM
302	Red Door Wealth Management, LLC	$8.9M	77,663	+866	ADD
303	WELLINGTON MANAGEMENT GROUP LLP	$8.9M	77,544	−31,304	TRIM
304	YOUSIF CAPITAL MANAGEMENT, LLC	$8.8M	76,676	−1,765	TRIM
305	B & T Capital Management DBA Alpha Capital Management	$8.7M	75,480	+16,435	ADD
306	NORDEA INVESTMENT MANAGEMENT AB	$8.7M	77,172	+4,477	ADD
307	Voleon Capital Management LP	$8.6M	75,085	+73,619	ADD
308	OP Asset Management Ltd	$8.6M	74,945	—	NO PRIOR
309	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$8.5M	73,952	−1,803,601	TRIM
310	Cornerstone Wealth Management, LLC	$8.5M	73,747	+15,810	ADD
311	Strategic Wealth Investment Group, LLC	$8.4M	72,669	+9,599	ADD
312	CWA Asset Management Group, LLC	$8.4M	72,641	−5,154	TRIM
313	Narwhal Capital Management	$8.3M	72,533	+779	ADD
314	MEYER HANDELMAN CO	$8.3M	72,157	−1,035	TRIM
315	HOWLAND CAPITAL MANAGEMENT LLC	$8.2M	71,742	−11,262	TRIM
316	Havemeyer Place LP	$8.2M	71,612	+57,219	ADD
317	GRIFFIN ASSET MANAGEMENT, INC.	$8.2M	71,537	−16,222	TRIM
318	Beacon Pointe Advisors, LLC	$8.2M	71,148	+35,135	ADD
319	Robertson Stephens Wealth Management, LLC	$8.1M	70,461	+4,612	ADD
320	CenterBook Partners LP	$8.1M	70,355	+67,968	ADD
321	Marietta Wealth Management, LLC	$8.0M	69,554	+7,741	ADD
322	EVERGREEN CAPITAL MANAGEMENT LLC	$7.9M	69,033	+41,174	ADD
323	Eurizon Capital SGR S.p.A.	$7.8M	68,476	−19,686	TRIM
324	one8zero8, LLC	$7.8M	67,730	+158	ADD
325	Summit Financial, LLC	$7.8M	67,708	+9,182	ADD
326	ACCOUNT MANAGEMENT LLC	$7.7M	67,281	−500	TRIM
327	MUFG Securities EMEA plc	$7.7M	67,194	+421	ADD
328	SFE Investment Counsel	$7.7M	66,700	+14,208	ADD
329	KESTRA PRIVATE WEALTH SERVICES, LLC	$7.6M	66,525	+760	ADD
330	J.W. COLE ADVISORS, INC.	$7.5M	65,622	+678	ADD
331	Caption Management, LLC	$7.5M	65,200	+65,200	NEW
332	Chesley Taft & Associates LLC	$7.5M	64,873	−25,402	TRIM
333	Hedeker Wealth, LLC	$7.4M	64,669	+23,106	ADD
334	OLD NATIONAL BANCORP /IN/	$7.4M	64,294	+15,701	ADD
335	Ethic Inc.	$7.3M	63,414	−8,707	TRIM
336	Ellis Investment Partners, LLC	$7.2M	62,991	+8,231	ADD
337	Stratos Wealth Partners, LTD.	$7.2M	62,726	−11,128	TRIM
338	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	$7.1M	61,450	−120,466	TRIM
339	Vise Technologies, Inc.	$7.1M	45,826	0	NO CHANGE
340	Andra AP-fonden	$7.1M	61,400	+44,600	ADD
341	Point Windward Advisors Inc.	$7.1M	61,385	+31,103	ADD
342	GARRISON BRADFORD & ASSOCIATES INC	$7.1M	61,323	−1,890	TRIM
343	NAPLES GLOBAL ADVISORS, LLC	$7.0M	61,059	+15,519	ADD
344	MGO ONE SEVEN LLC	$7.0M	60,931	+18,687	ADD
345	UniSuper Management Pty Ltd	$7.0M	60,770	+3,825	ADD
346	EFG International AG	$7.0M	60,583	−921	TRIM
347	Walleye Capital LLC	$6.9M	60,160	+22,825	ADD
348	DIVERSIFY WEALTH MANAGEMENT, LLC	$6.9M	57,552	+29,866	ADD
349	Investment Management Corp of Ontario	$6.9M	59,766	−5,274	TRIM
350	Perigon Wealth Management, LLC	$6.8M	59,473	−1,110	TRIM
351	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$6.8M	59,318	+43,712	ADD
352	Alberta Investment Management Corp	$6.7M	58,700	+23,200	ADD
353	MAI Capital Management	$6.7M	58,677	−4,895	TRIM
354	DAVENPORT & Co LLC	$6.7M	57,876	+1,095	ADD
355	MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC	$6.6M	57,535	−275	TRIM
356	Tidal Investments LLC	$6.6M	57,002	+23,300	ADD
357	Turtle Creek Wealth Advisors, LLC	$6.5M	56,803	+14,981	ADD
358	Envestnet Portfolio Solutions, Inc.	$6.5M	56,517	+8,818	ADD
359	KAVAR CAPITAL PARTNERS GROUP, LLC	$6.5M	56,369	−672	TRIM
360	Merit Financial Group, LLC	$6.4M	56,013	+479	ADD
361	FIRST TRUST ADVISORS LP	$6.4M	55,821	−173,871	TRIM
362	Focused Wealth Management, Inc	$6.4M	55,800	+5,038	ADD
363	UMB Bank, n.a.	$6.4M	55,705	−3,489	TRIM
364	ASR Vermogensbeheer N.V.	$6.4M	55,629	+959	ADD
365	Blue Zone Wealth Advisors, LLC	$6.4M	55,483	+26	ADD
366	Moors & Cabot, Inc.	$6.3M	54,418	+2,456	ADD
367	OSSIAM	$6.2M	54,330	+49,218	ADD
368	B. Riley Wealth Advisors, Inc.	$6.2M	55,261	+14,163	ADD
369	IQ EQ FUND MANAGEMENT (IRELAND) Ltd	$6.1M	53,215	+4,600	ADD
370	Arrow Capital Management, LLC	$6.1M	53,176	−26,795	TRIM
371	Proactive Wealth Strategies LLC	$6.1M	53,095	+29,345	ADD
372	TCV Trust & Wealth Management, Inc.	$6.1M	53,060	+51,065	ADD
373	Royal Fund Management, LLC	$6.1M	52,876	−9,125	TRIM
374	BRADLEY FOSTER & SARGENT INC/CT	$6.1M	52,894	−4,630	TRIM
375	Bell Bank	$6.1M	52,871	+52,871	NEW
376	ASSETMARK, INC	$6.1M	52,853	−13,625	TRIM
377	Venture Visionary Partners LLC	$6.1M	52,724	+8,878	ADD
378	SIH Partners, LLLP	$6.0M	52,000	+52,000	NEW
379	Avanza Fonder AB	$6.0M	51,935	−479	TRIM
380	F/m Investments LLC	$6.0M	51,821	−16,262	TRIM
381	Snowden Capital Advisors LLC	$5.9M	51,598	−7,585	TRIM
382	Independent Advisor Alliance	$5.9M	51,047	−11,600	TRIM
383	BigSur Wealth Management LLC	$5.9M	51,005	−582	TRIM
384	Caldwell Trust Co	$5.7M	49,932	+1,077	ADD
385	Lighthouse Investment Partners, LLC	$5.7M	49,868	+49,868	NEW
386	NOMURA HOLDINGS INC	$5.7M	49,854	+2,873	ADD
387	Montaka Global Pty Ltd	$5.7M	49,481	−32,666	TRIM
388	Clear Harbor Asset Management, LLC	$5.6M	48,930	+7,480	ADD
389	1832 Asset Management L.P.	$5.6M	48,796	−280	TRIM
390	Grange Capital, LLC	$5.6M	48,372	−229	TRIM
391	Coastal Bridge Advisors, LLC	$5.5M	48,163	−483	TRIM
392	HB Wealth Management, LLC	$5.5M	48,138	−3,855	TRIM
393	Callan Family Office, LLC	$5.5M	48,038	−19,766	TRIM
394	NICHOLAS COMPANY, INC.	$5.5M	47,910	0	NO CHANGE
395	BAXTER BROS INC	$5.5M	47,715	+20,886	ADD
396	Marble Wealth, LLC	$5.5M	47,671	+290	ADD
397	LAKE STREET PRIVATE WEALTH, LLC	$5.4M	47,124	+3,122	ADD
398	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$5.4M	47,000	+22,000	ADD
399	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$5.4M	46,877	+63	ADD
400	Candriam S.C.A.	$5.4M	46,852	+2,995	ADD
401	Fiduciary Group, LLC	$5.3M	46,397	+155	ADD
402	LEVIN CAPITAL STRATEGIES, L.P.	$5.3M	46,309	+44,829	ADD
403	ABN AMRO INVESTMENT SOLUTIONS	$5.3M	46,193	−24,787	TRIM
404	Atom Investors LP	$5.3M	45,877	+45,877	NEW
405	Granite Bay Wealth Management, LLC	$5.3M	45,645	+11,447	ADD
406	Norinchukin Bank, The	$5.2M	45,641	+773	ADD
407	Waldron Private Wealth LLC	$5.2M	45,417	−3,761	TRIM
408	MIZUHO SECURITIES USA LLC	$5.2M	45,262	−8,507	TRIM
409	Stamos Capital Partners, L.P.	$5.2M	45,069	+20,865	ADD
410	FLOSSBACH VON STORCH SE	$5.2M	45,000	0	NO CHANGE
411	UHLMANN PRICE SECURITIES, LLC	$5.2M	44,989	+5,057	ADD
412	SCS Capital Management LLC	$5.1M	44,189	+5,794	ADD
413	U.S. Capital Wealth Advisors, LLC	$5.1M	44,007	+9,235	ADD
414	Triangle Securities Wealth Management	$5.0M	43,807	+418	ADD
415	Great Lakes Retirement, Inc.	$5.0M	43,616	+20,909	ADD
416	ROYAL LONDON ASSET MANAGEMENT LTD	$5.0M	43,088	−109,090	TRIM
417	Fortis Capital Management LLC	$4.9M	42,989	+42,989	NEW
418	Privium Fund Management (UK) Ltd	$4.9M	45,400	+45,400	NEW
419	Polar Capital Holdings Plc	$4.9M	42,453	−14,550	TRIM
420	Glassy Mountain Advisors, Inc.	$4.9M	42,351	+1,828	ADD
421	Osmosis Investment Management UK Ltd	$4.9M	42,232	+12,947	ADD
422	Allworth Financial LP	$4.8M	42,042	−3,906	TRIM
423	Advisors Asset Management, Inc.	$4.8M	41,376	−15,382	TRIM
424	M&G Plc	$4.6M	40,000	0	NO CHANGE
425	CMH Wealth Management LLC	$4.6M	39,957	+39,957	NEW
426	HM PAYSON & CO	$4.6M	39,654	+109	ADD
427	VIRGINIA WEALTH MANAGEMENT GROUP, INC.	$4.5M	39,215	+30,430	ADD
428	1776 Wealth LLC	$4.5M	39,186	+3,054	ADD
429	ArrowMark Colorado Holdings LLC	$4.5M	38,916	−1,534	TRIM
430	Leonteq Securities AG	$4.4M	38,686	+31,905	ADD
431	Compass Wealth Management LLC	$4.4M	38,646	−978	TRIM
432	Hilton Capital Management, LLC	$4.4M	38,626	−32,717	TRIM
433	AssuredPartners Investment Advisors, LLC	$4.4M	39,245	+35,754	ADD
434	Platform Technology Partners	$4.4M	38,003	+13,035	ADD
435	Banco Santander, S.A.	$4.4M	37,907	+19,367	ADD
436	MOTCO	$4.3M	37,557	+895	ADD
437	Proficio Capital Partners LLC	$4.3M	37,521	+21	ADD
438	OMERS ADMINISTRATION Corp	$4.3M	37,419	+7,975	ADD
439	Maryland State Retirement & Pension System	$4.3M	37,409	0	NO CHANGE
440	Y-Intercept (Hong Kong) Ltd	$4.3M	37,380	+37,380	NEW
441	OLD SECOND NATIONAL BANK OF AURORA	$4.3M	37,273	−499	TRIM
442	Werlinich Asset Management, LLC	$4.3M	37,242	+114	ADD
443	Bill Few Associates, Inc.	$4.3M	37,195	+245	ADD
444	Edgestream Partners, L.P.	$4.3M	37,187	+6,059	ADD
445	Cross Staff Investments Inc	$4.3M	37,027	−448	TRIM
446	SteelPeak Wealth, LLC	$4.3M	36,987	−4,828	TRIM
447	Gerber Kawasaki Wealth & Investment Management	$4.2M	36,742	−37,120	TRIM
448	Lantern Wealth Advisors, LLC	$4.2M	36,367	+4,002	ADD
449	Cornerstone Wealth Group, LLC	$4.2M	32,390	−48,433	TRIM
450	Third View Private Wealth, LLC	$4.1M	36,047	+27,236	ADD
451	Krilogy Financial LLC	$4.1M	31,662	+6,792	ADD
452	INSIGNEO ADVISORY SERVICES, LLC	$4.0M	35,203	+2,236	ADD
453	CARRET ASSET MANAGEMENT, LLC	$4.0M	35,118	−7,675	TRIM
454	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$4.0M	35,108	+1,577	ADD
455	Crossmark Global Holdings, Inc.	$4.0M	34,824	—	NO PRIOR
456	FIRST INTERSTATE BANK	$3.9M	34,064	−1,559	TRIM
457	Cannell & Spears LLC	$3.9M	34,009	+1,109	ADD
458	ING GROEP NV	$3.9M	34,003	−82	TRIM
459	Ashton Thomas Private Wealth, LLC	$3.9M	33,741	+1,817	ADD
460	HUB Investment Partners, LLC	$3.8M	33,337	+4,447	ADD
461	ProVise Management Group, LLC	$3.8M	33,280	−349	TRIM
462	ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC	$3.8M	33,002	−1,132	TRIM
463	Chicago Capital, LLC	$3.8M	32,897	+503	ADD
464	Dupree Financial Group, LLC	$3.8M	32,843	+32,843	NEW
465	NICOLET BANKSHARES INC	$3.8M	32,925	+32,925	NEW
466	PITTENGER & ANDERSON INC	$3.8M	32,745	+20,931	ADD
467	CONWAY CAPITAL MANAGEMENT, INC.	$3.7M	32,570	−1,220	TRIM
468	Towne Trust Company, N.A	$3.7M	32,180	−6,420	TRIM
469	Summit Trail Advisors, LLC	$3.7M	32,044	−2,485	TRIM
470	Stablepoint Partners, LLC	$3.6M	31,679	−4,871	TRIM
471	Next Level Private LLC	$3.6M	31,630	+225	ADD
472	CAXTON ASSOCIATES LLP	$3.6M	31,604	+31,604	NEW
473	1ST SOURCE BANK	$3.6M	31,300	−618	TRIM
474	RMR Wealth Builders	$3.6M	31,289	+9,169	ADD
475	Cornerstone Advisory, LLC	$3.6M	31,243	+27,088	ADD
476	INTACT INVESTMENT MANAGEMENT INC.	$3.6M	31,200	0	NO CHANGE
477	EULAV Asset Management	$3.6M	31,000	0	NO CHANGE
478	Cohen Investment Advisors LLC	$3.6M	30,959	+751	ADD
479	Private Wealth Partners, LLC	$3.5M	30,819	+2,875	ADD
480	Sentinel Dome Partners, LLC	$3.5M	30,600	−8,000	TRIM
481	SIGNATUREFD, LLC	$3.5M	30,437	+521	ADD
482	Bleakley Financial Group, LLC	$3.5M	30,434	+3,900	ADD
483	BROWN, LISLE/CUMMINGS, INC.	$3.5M	30,386	+256	ADD
484	Capital Planning Advisors, LLC	$3.5M	30,296	−1,311	TRIM
485	AG2R LA MONDIALE GESTION D'ACTIFS	$3.5M	30,242	+861	ADD
486	Koa Wealth Management, LLC	$3.5M	30,153	+7,555	ADD
487	Cyndeo Wealth Partners, LLC	$3.4M	29,936	+744	ADD
488	Retirement Planning Co of New England, Inc.	$3.4M	29,921	+1,515	ADD
489	WEALTH EFFECTS LLC	$3.4M	29,916	+5,825	ADD
490	Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD	$3.4M	29,915	0	NO CHANGE
491	Weiss Asset Management LP	$3.4M	29,854	−214,277	TRIM
492	INDEPENDENT FINANCIAL GROUP, LLC	$3.4M	29,729	—	NO PRIOR
493	TRITONPOINT WEALTH, LLC	$3.4M	29,653	−1,245	TRIM
494	TOKIO MARINE ASSET MANAGEMENT CO LTD	$3.4M	29,442	+1,596	ADD
495	Quadrant Private Wealth Management, LLC	$3.3M	28,947	+6,430	ADD
496	Carnegie Investment Counsel	$3.3M	28,834	−13,351	TRIM
497	Shepherd Financial Partners LLC	$3.3M	28,775	−3,777	TRIM
498	Somerset Group LLC	$3.3M	25,274	+670	ADD
499	Kercheville Advisors, LLC	$3.2M	28,160	−5,691	TRIM
500	Composition Wealth, LLC	$3.2M	28,148	−4,386	TRIM

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · BX

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 5 Gotham Asset Management, Soros Fund Management, Tudor Investment Corp, Caxton Associates, Bridgewater Associates $72.4M held
Trimming: 1 Moore Capital Management $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · BLACKSTONE INC

Merged timeline of congressional filings and notable-manager moves on BX
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-05-15	Gotham Asset Management 13F	ADD	+241,010 sh
2026-05-15	Soros Fund Management 13F	NEW	+173,489 sh
2026-05-15	Tudor Investment Corp 13F	NEW	+144,275 sh
2026-05-15	Bridgewater Associates 13F	ADD	+13,580 sh
2026-05-15	Moore Capital Management 13F	EXIT	−111,680 sh
2026-05-14	Caxton Associates 13F	NEW	+31,604 sh

7 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

23 members of Congress disclosed BX — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).