Vault-13

BLACKSTONE INC BX

COM · Common Stock · CUSIP 09260D107 · ISIN US09260D1072

American alternative investment company

1,849 institutional holders +39 vs Q4 2023
559,666,916559.7m shares reported held*
$73.4bnreported value*
134 new 712 added 683 reduced 97 sold out net bought ≈ $2.8bn (+21.5m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($194.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $131.09. Options: 48 managers hold calls ($1.6bn notional), 59 hold puts ($3.2bn).

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

01k2kQ3 22: 1,533Q4 22: 1,554Q1 23: 1,561Q2 23: 1,586Q3 23: 1,669Q4 23: 1,810Q1 24: 1,8491,849Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 20221,533
Q4 20221,554
Q1 20231,561
Q2 20231,586
Q3 20231,669
Q4 20231,810
Q1 20241,849

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1k01kQ4 22: 657 bought or addedQ4 22: 768 cut or sold outQ4 22Q1 23: 772 bought or addedQ1 23: 664 cut or sold outQ1 23Q2 23: 729 bought or addedQ2 23: 685 cut or sold outQ2 23Q3 23: 805 bought or addedQ3 23: 687 cut or sold outQ3 23Q4 23: 761 bought or addedQ4 23: 796 cut or sold outQ4 23Q1 24: 846 bought or addedQ1 24: 780 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 2022657768
Q1 2023772664
Q2 2023729685
Q3 2023805687
Q4 2023761796
Q1 2024846780

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$1bn$2bn$3bn$4bnQ2 23 calls: $1.7bnQ2 23 puts: $1.3bnQ2 23P/C 0.79Q3 23 calls: $1.7bnQ3 23 puts: $1.7bnQ3 23P/C 1.02Q4 23 calls: $2.1bnQ4 23 puts: $2.7bnQ4 23P/C 1.24Q1 24 calls: $1.6bnQ1 24 puts: $3.2bnQ1 24P/C 1.96
Numbers
QuarterCallsPutsP/C
Q2 2023$1.7bn$1.3bn0.79
Q3 2023$1.7bn$1.7bn1.02
Q4 2023$2.1bn$2.7bn1.24
Q1 2024$1.6bn$3.2bn1.96

Biggest buyers

MORGAN STANLEY Added +27,449,908+27.4m
Capital World Investors Added +2,546,886+2.5m
LAZARD ASSET MANAGEMENT LLC Added +1,873,573+1.9m
GOLDMAN SACHS GROUP INC Added +1,451,662+1.5m
JANE STREET GROUP, LLC Added +1,328,102+1.3m
VANGUARD GROUP INC Added +1,290,324+1.3m
JPMORGAN CHASE & CO Added +1,192,354+1.2m
MILLENNIUM MANAGEMENT LLC New +856,603+856.6k
UBS Group AG Added +853,315+853.3k
FMR LLC Added +836,128+836.1k

Biggest sellers

CHARLES SCHWAB INVESTMENT MANAGEMENT INC Reduced -11,055,137-11.1m
Capital International Investors Reduced -2,959,595-3.0m
LONE PINE CAPITAL LLC Sold out -2,219,023-2.2m
Granite Bay Wealth Management, LLC Reduced -1,554,798-1.6m
WELLINGTON MANAGEMENT GROUP LLP Reduced -1,028,797-1.0m
Amundi Reduced -770,456-770.5k
NORGES BANK Reduced -726,432-726.4k
EDGEWOOD MANAGEMENT LLC Reduced -643,954-644.0k
BROWN ADVISORY INC Reduced -613,327-613.3k
MARSICO CAPITAL MANAGEMENT LLC Sold out -429,238-429.2k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $485.8m3.7m shares
CITADEL ADVISORS LLC Added $399.5m3.0m shares
Squarepoint Ops LLC Reduced $77.6m590.9k shares
Parallax Volatility Advisers, L.P. Reduced $71.8m546.6k shares
SIMPLEX TRADING, LLC Reduced $59.2m450.8k shares
ROYAL BANK OF CANADA Added $56.9m433.4k shares
BANK OF AMERICA CORP /DE/ Added $46.7m355.4k shares
GROUP ONE TRADING LLC Reduced $43.2m329.1k shares
JANE STREET GROUP, LLC Reduced $41.1m312.5k shares
WOLVERINE TRADING, LLC Reduced $31.8m242.0k shares

Biggest puts

NOMURA HOLDINGS INC Added $582.7m4.4m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $471.7m3.6m shares
CITADEL ADVISORS LLC Reduced $404.0m3.1m shares
BW Gestao de Investimentos Ltda. Added $315.0m2.4m shares
JANE STREET GROUP, LLC Reduced $199.1m1.5m shares
MILLENNIUM MANAGEMENT LLC Added $160.1m1.2m shares
Parallax Volatility Advisers, L.P. Added $109.9m836.2k shares
BARCLAYS PLC Reduced $84.8m645.8k shares
JPMORGAN CHASE & CO Reduced $84.6m644.2k shares
SIMPLEX TRADING, LLC Reduced $75.9m577.8k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 7.5% new 55.9m≈ $6.6bn 2026-04-29

Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)

Insider purchases and sales in Q1 2024

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q2 22: 2 buyingQ2 22: 1 sellingQ3 22: 2 buyingQ3 22: 2 sellingQ3 22Q4 22: 1 buyingQ4 22: 1 sellingQ1 23: 1 buyingQ1 23: 2 sellingQ1 23Q2 23: 1 buyingQ2 23: 1 sellingQ3 23: 2 buyingQ3 23: 3 sellingQ3 23Q4 23: 1 buyingQ4 23: 3 sellingQ1 24: 2 buyingQ1 24: 2 sellingQ1 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20222$1.6m1$3.4m—
Q3 20222$328.1k2$6.7m—
Q4 20221$1.7m1$5.4m—
Q1 20231$32.9k2$12.2m—
Q2 20231$29.9k1$7.3m—
Q3 20232$235.7k3$9.4m—
Q4 20231$31.4k3$11.5m—
Q1 20242$338.7k2$10.0m—
DateInsiderTradeSharesPrice ValueTheir holding
2024-02-21 Brown Reginald J Director Bought 2,400 $125.63 $301.5k2.4k shares +16%
2024-02-12 Porat Ruth Director Bought 140 $127.33 $17.8k140 shares +<1%
2024-02-12 Porat Ruth Director Bought 92 $126.71 $11.7k92 shares +<1%
2024-02-12 Porat Ruth Director Bought 61 $126.71 $7.8k61 shares +1%
2024-02-09 Baratta Joseph Director Sold 28,852 $128.05 $3.7m28.9k shares -3%
2024-02-08 Finley John G Chief Legal Officer Sold 49,000 $127.93 $6.3m49.0k shares -11%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.27% of their portfolio NEW YORK, NY 77,011,84277.0m $10.1bn $10.1bn 0.27% Added +27.4m +27,449,908
2 VANGUARD GROUP INC 0.17% of their portfolio Valley Forge, PA 64,262,97264.3m $8.4bn $8.4bn 0.17% Added +1.3m +1,290,324
3 BlackRock Inc. 0.14% of their portfolio New York, NY 46,581,93246.6m $6.1bn $6.1bn 0.14% Added +594.4k +594,381
4 Capital World Investors 0.79% of their portfolio LOS ANGELES, CA 36,285,87236.3m $4.8bn $4.8bn 0.79% Added +2.5m +2,546,886
5 STATE STREET CORP 0.17% of their portfolio BOSTON, MA 28,575,26328.6m $3.8bn $3.8bn 0.17% Added +393.3k +393,259
6 JPMORGAN CHASE & CO 0.16% of their portfolio NEW YORK, NY 27,633,83627.6m $3.6bn $3.6bn 0.16% Added +1.2m +1,192,354
7 Capital International Investors 0.44% of their portfolio Los Angeles, CA 16,536,98016.5m $2.2bn $2.2bn 0.44% Reduced -3.0m -2,959,595
8 GEODE CAPITAL MANAGEMENT, LLC 0.17% of their portfolio BOSTON, MA 14,258,46714.3m $1.9bn $1.9bn 0.17% Added +323.7k +323,731
9 EDGEWOOD MANAGEMENT LLC 4.26% of their portfolio GREENWICH, CT 12,062,69512.1m $1.6bn $1.6bn 4.26% Reduced -644.0k -643,954
10 BANK OF AMERICA CORP /DE/ 0.14% of their portfolio CHARLOTTE, NC 10,932,43910.9m $1.4bn $1.4bn 0.14% Added +208.6k +208,586
11 ROYAL BANK OF CANADA 0.30% of their portfolio TORONTO, A6 9,411,9589.4m $1.2bn $1.2bn 0.30% Reduced -387.0k -386,951
12 Aristotle Capital Management, LLC 2.06% of their portfolio LOS ANGELES, CA 8,463,8738.5m $1.1bn $1.1bn 2.06% Reduced -186.3k -186,343
13 NORTHERN TRUST CORP 0.14% of their portfolio CHICAGO, IL 6,351,8496.4m $834.4m $834.4m 0.14% Reduced -156.6k -156,572
14 UBS Group AG 0.25% of their portfolio ZURICH, V8 5,862,3035.9m $770.1m $770.1m 0.25% Added +853.3k +853,315
15 BROWN ADVISORY INC 1.02% of their portfolio BALTIMORE, MD 5,816,4225.8m $764.1m $764.1m 1.02% Reduced -613.3k -613,327
16 CIBC Private Wealth Group LLC 1.39% of their portfolio ATLANTA, GA 5,426,9475.4m $711.1m $711.1m 1.39% Reduced -127.2k -127,172
17 Legal & General Group Plc 0.19% of their portfolio London, X0 5,106,5185.1m $670.8m $670.8m 0.19% Added +45.1k +45,093
18 GOLDMAN SACHS GROUP INC 0.14% of their portfolio NEW YORK, NY 5,098,7095.1m $669.8m $669.8m 0.14% Added +1.5m +1,451,662
19 WELLS FARGO & COMPANY/MN 0.18% of their portfolio SAN FRANCISCO, CA 5,097,1915.1m $669.6m $669.6m 0.18% Added +71.5k +71,521
20 NORGES BANK 0.10% of their portfolio OSLO, Q8 4,688,0154.7m $615.9m $615.9m 0.10% Reduced -726.4k -726,432
21 JANUS HENDERSON GROUP PLC 0.33% of their portfolio LONDON, X0 4,670,6454.7m $613.6m $613.6m 0.33% Added +21.4k +21,450
22 Bank of New York Mellon Corp 0.12% of their portfolio NEW YORK, NY 4,624,8494.6m $607.6m $607.6m 0.12% Reduced -114.9k -114,935
23 NEUBERGER BERMAN GROUP LLC 0.45% of their portfolio NEW YORK, NY 4,113,5744.1m $540.4m $540.4m 0.45% Added +371.2k +371,243
24 Invesco Ltd. 0.11% of their portfolio ATLANTA, GA 4,036,6464.0m $530.3m $530.3m 0.11% Added +457.0k +456,967
25 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.12% of their portfolio SAN FRANCISCO, CA 3,798,5873.8m $499.0m $499.0m 0.12% Reduced -11.1m -11,055,137
26 BESSEMER GROUP INC 0.82% of their portfolio WOODBRIDGE, NJ 3,459,0443.5m $454.4m $454.4m 0.82% Reduced -182.4k -182,441
27 AMERIPRISE FINANCIAL INC 0.11% of their portfolio MINNEAPOLIS, MN 2,993,6523.0m $393.3m $393.3m 0.11% Reduced -55.0k -55,014
28 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.12% of their portfolio NEW YORK, NY 2,553,8152.6m $335.5m $335.5m 0.12% Added +41.0k +40,972
29 BECK MACK & OLIVER LLC 6.36% of their portfolio NEW YORK, NY 2,389,7592.4m $313.9m $313.9m 6.36% Added +35.9k +35,913
30 BARCLAYS PLC 0.13% of their portfolio LONDON, X0 2,107,1662.1m $276.8m $276.8m 0.13% Added +334.3k +334,269
31 Cryder Capital Partners LLP 12.02% of their portfolio LONDON, X0 2,104,2052.1m $276.4m $276.4m 12.02% Added +132.8k +132,850
32 Nuveen Asset Management, LLC 0.08% of their portfolio CHICAGO, IL 2,045,4252.0m $268.7m $268.7m 0.08% Reduced -21.8k -21,803
33 FMR LLC 0.02% of their portfolio BOSTON, MA 1,974,3912.0m $259.4m $259.4m 0.02% Added +836.1k +836,128
34 LAZARD ASSET MANAGEMENT LLC 0.30% of their portfolio NEW YORK, NY 1,883,4091.9m $247.4m $247.4m 0.30% Added +1.9m +1,873,573
35 Sumitomo Mitsui Trust Group, Inc. 0.15% of their portfolio CHIYODA-KU, TOKYO, M0 1,698,8221.7m $223.2m $223.2m 0.15% Added +5.1k +5,145
36 APG Asset Management N.V. 0.36% of their portfolio Amsterdam, P7 1,697,7651.7m $206.5m $206.5m 0.36% Reduced -13.1k -13,078
37 AXIOM INVESTORS LLC /DE 1.92% of their portfolio GREENWICH, CT 1,675,2781.7m $220.1m $220.1m 1.92% Added +11.6k +11,591
38 Evercore Wealth Management, LLC 3.27% of their portfolio New York, NY 1,590,0161.6m $208.9m $208.9m 3.27% Reduced -1.8k -1,811
39 HighTower Advisors, LLC 0.32% of their portfolio CHICAGO, IL 1,522,7341.5m $200.0m $200.0m 0.32% Reduced -245.6k -245,615
40 HSBC HOLDINGS PLC 0.14% of their portfolio LONDON, X0 1,514,0901.5m $198.9m $198.9m 0.14% Added +508.8k +508,773
41 RAYMOND JAMES & ASSOCIATES 0.13% of their portfolio ST PETERSBURG, FL 1,434,2541.4m $188.4m $188.4m 0.13% Added +39.5k +39,549
42 JANE STREET GROUP, LLC 0.24% of their portfolio NEW YORK, NY 1,414,6321.4m $185.8m $185.8m 0.24% Added +1.3m +1,328,102
43 PRICE T ROWE ASSOCIATES INC /MD/ 0.02% of their portfolio BALTIMORE, MD 1,345,0051.3m $176.7m $176.7m 0.02% Added +383.8k +383,827
44 DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP 10.07% of their portfolio GREENBRAE, CA 1,335,2021.3m $175.4m $175.4m 10.07% Reduced -380.0k -380,000
45 RHUMBLINE ADVISERS 0.17% of their portfolio BOSTON, MA 1,322,4371.3m $173.7m $173.7m 0.17% Added +19.2k +19,217
46 FRANKLIN RESOURCES INC 0.05% of their portfolio San Mateo, CA 1,319,2221.3m $173.3m $173.3m 0.05% Reduced -30.1k -30,093
47 National Philanthropic Trust 3.74% of their portfolio Jenkintown, PA 1,304,8841.3m $171.4m $171.4m 3.74% Reduced -118 -118
48 LORD, ABBETT & CO. LLC 0.27% of their portfolio JERSEY CITY, NJ 1,262,0941.3m $165.8m $165.8m 0.27% Added +6.2k +6,246
49 Markel Group Inc. 1.59% of their portfolio Glen Allen, VA 1,229,0001.2m $161.5m $161.5m 1.59% Unchanged
50 Heard Capital LLC 9.81% of their portfolio Chicago, IL 1,188,5531.2m $156.1m $156.1m 9.81% Added +43.6k +43,567
51 National Pension Service 0.19% of their portfolio JEONJU-SI, JEOLLABUK-DO, M5 1,176,5211.2m $154.6m $154.6m 0.19% Added +23.8k +23,839
52 Ensign Peak Advisors, Inc 0.28% of their portfolio SALT LAKE CITY, UT 1,160,7741.2m $152.5m $152.5m 0.28% Added +3.6k +3,608
53 PNC Financial Services Group, Inc. 0.11% of their portfolio Pittsburgh, PA 1,154,6591.2m $151.7m $151.7m 0.11% Added +14.0k +13,966
54 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.19% of their portfolio WEST SACRAMENTO, CA 1,150,8651.2m $151.2m $151.2m 0.19% Added +8.2k +8,222
55 BLAIR WILLIAM & CO/IL 0.47% of their portfolio CHICAGO, IL 1,133,7531.1m $148.9m $148.9m 0.47% Added +23.8k +23,754
56 John & Kathleen Schreiber Foundation 92.61% of their portfolio LAKE FOREST, IL 1,126,6071.1m $148.0m $148.0m 92.61% Reduced -124.2k -124,250
57 DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio AUSTIN, TX 1,112,3161.1m $146.1m $146.1m 0.04% Reduced -9.2k -9,246
58 DEUTSCHE BANK AG\ 0.07% of their portfolio FRANKFURT AM MAIN, 2M 1,085,7691.1m $142.6m $142.6m 0.07% Reduced -97.2k -97,156
59 SurgoCap Partners LP 7.28% of their portfolio NEW YORK, NY 1,032,6601.0m $135.7m $135.7m 7.28% Added +105.1k +105,064
60 BANK OF MONTREAL /CAN/ 0.04% of their portfolio TORONTO, A6 1,014,5881.0m $132.9m $132.9m 0.04% Reduced -136.8k -136,804
61 STIFEL FINANCIAL CORP 0.14% of their portfolio ST. LOUIS, MO 937,037937.0k $123.1m $123.1m 0.14% Reduced -1.1k -1,057
62 NEW YORK STATE COMMON RETIREMENT FUND 0.16% of their portfolio ALBANY, NY 934,269934.3k $122.7m $122.7m 0.16% Reduced -20.3k -20,345
63 CREDIT SUISSE AG/ 0.12% of their portfolio ZURICH, V8 925,269925.3k $121.6m $121.6m 0.12% Reduced -74.8k -74,808
64 Amundi 0.05% of their portfolio Paris, I0 906,512906.5k $109.1m $109.1m 0.05% Reduced -770.5k -770,456
65 LPL Financial LLC 0.06% of their portfolio FORT MILL, SC 880,725880.7k $115.7m $115.7m 0.06% Added +15.4k +15,358
66 Mitsubishi UFJ Asset Management Co., Ltd. 0.16% of their portfolio TOKYO, M0 858,422858.4k $112.8m $112.8m 0.16% Added +158.9k +158,863
67 MILLENNIUM MANAGEMENT LLC 0.10% of their portfolio NEW YORK, NY 856,603856.6k $112.5m $112.5m 0.10% New
68 PRINCIPAL FINANCIAL GROUP INC 0.07% of their portfolio DES MOINES, IA 856,027856.0k $112.5m $112.5m 0.07% Added +49.1k +49,104
69 Douglas Lane & Associates, LLC 1.51% of their portfolio NEW YORK, NY 812,767812.8k $106.8m $106.8m 1.51% Reduced -38.5k -38,470
70 First Financial Bankshares Inc 2.37% of their portfolio Abilene, TX 802,086802.1k $105.4m $105.4m 2.37% Reduced -408 -408
71 BAMCO INC /NY/ 0.28% of their portfolio NEW YORK, NY 798,377798.4k $104.9m $104.9m 0.28% Added +65.1k +65,143
72 MACQUARIE GROUP LTD 0.12% of their portfolio Sydney, NSW 2000, C3 781,883781.9k $102.7m $102.7m 0.12% Reduced -158.0k -158,013
73 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.16% of their portfolio TALLAHASSEE, FL 778,976779.0k $68.4m $68.4m 0.16% Added +20.7k +20,749
74 Fayez Sarofim & Co 0.30% of their portfolio Houston, TX 771,007771.0k $101.3m $101.3m 0.30% Added +430 +430
75 FORT PITT CAPITAL GROUP, LLC 3.05% of their portfolio Pittsburgh, PA 753,652753.7k $99.0m $99.0m 3.05% Reduced -62.9k -62,906
76 Temasek Holdings (Private) Ltd 0.55% of their portfolio SINGAPORE, U0 753,130753.1k $98.9m $98.9m 0.55% Unchanged
77 ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio NASHVILLE, TN 749,514749.5k $98.5m $98.5m 0.03% Reduced -38.2k -38,166
78 Advisors Capital Management, LLC 1.79% of their portfolio RIDGEWOOD, NJ 746,720746.7k $98.1m $98.1m 1.79% Reduced -29.3k -29,294
79 FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 5.42% of their portfolio Greenbrae, CA 731,991732.0k $96.2m $96.2m 5.42% Reduced -3.4k -3,440
80 COMMONWEALTH EQUITY SERVICES, LLC 0.16% of their portfolio WALTHAM, MA 713,557713.6k $93.7m $93.7m 0.16% Reduced -7.2k -7,155
81 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 698,396698.4k $91.7m $91.7m 0.03% Added +63.4k +63,370
82 ADAGE CAPITAL PARTNERS GP, L.L.C. 0.17% of their portfolio Boston, MA 693,600693.6k $91.1m $91.1m 0.17% Added +3.4k +3,400
83 Rockefeller Capital Management L.P. 0.26% of their portfolio NEW YORK, NY 671,683671.7k $88.2m $88.2m 0.26% Added +11.4k +11,442
84 Janney Montgomery Scott LLC 0.25% of their portfolio PHILADELPHIA, PA 645,653645.7k $84.8m $84.8m 0.25% Added +181 +181
85 Clearbridge Investments, LLC 0.07% of their portfolio NEW YORK, NY 637,246637.2k $83.7m $83.7m 0.07% Reduced -43.3k -43,328
86 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.17% of their portfolio ALBANY, NY 627,023627.0k $82.4m $82.4m 0.17% Added +1.6k +1,567
87 NewEdge Wealth, LLC 1.66% of their portfolio STAMFORD, CT 623,499623.5k $74.2m $74.2m 1.66% Reduced -13.9k -13,876
88 HRT FINANCIAL LP 0.50% of their portfolio NEW YORK, NY 617,892617.9k $81.2m $81.2m 0.50% New
89 Crestwood Advisors Group, LLC 1.72% of their portfolio BOSTON, MA 600,875600.9k $78.9m $78.9m 1.72% Reduced -3.0k -2,953
90 ARGENT CAPITAL MANAGEMENT LLC 2.26% of their portfolio ST LOUIS, MO 590,232590.2k $77.5m $77.5m 2.26% Reduced -16.6k -16,564
91 Williams Jones Wealth Management, LLC. 0.94% of their portfolio NEW YORK, NY 559,378559.4k $73.5m $73.5m 0.94% Reduced -4.9k -4,902
92 NATIONAL BANK OF CANADA /FI/ 0.12% of their portfolio MONTREAL, A8 554,268554.3k $68.7m $68.7m 0.12% Added +103.4k +103,413
93 Compagnie Lombard Odier SCmA 1.29% of their portfolio 1204 GENEVA, V8 553,899553.9k $72.8m $72.8m 1.29% Reduced -38.9k -38,917
94 SEI INVESTMENTS CO 0.11% of their portfolio OAKS, PA 550,407550.4k $72.3m $72.3m 0.11% Reduced -12.8k -12,823
95 BARR E S & CO 4.63% of their portfolio LEXINGTON, KY 540,956541.0k $71.1m $71.1m 4.63% Reduced -20.9k -20,935
96 SANDERS MORRIS HARRIS LLC 12.65% of their portfolio Houston, TX 524,490524.5k $68.9m $68.9m 12.65% Added +507.5k +507,530
97 CANADA LIFE ASSURANCE Co 0.14% of their portfolio WINNIPEG, A2 516,984517.0k $68.0m $68.0m 0.14% Added +30.2k +30,175
98 Global Assets Advisory, LLC 0.15% of their portfolio ORLANDO, FL 495,167495.2k $3.8k $3.8k 0.15% New
99 CITIGROUP INC 0.07% of their portfolio NEW YORK, NY 482,863482.9k $63.4m $63.4m 0.07% Reduced -40.7k -40,704
100 PRUDENTIAL FINANCIAL INC 0.09% of their portfolio NEWARK, NJ 482,027482.0k $63.3m $63.3m 0.09% Reduced -6.7k -6,741