Blackstone Inc.
MX ˙ BMV ˙ US09260D1072
SecurityMX:BX / Blackstone Inc.
InstitutionAdvisors Asset Management, Inc.
Latest Disclosed Ownership41,376 shares
Latest Disclosed Value $ 4,757,826
Advisors Asset Management, Inc. reports 27.10% decrease in ownership of BX / Blackstone Inc.

On May 15, 2026 - Advisors Asset Management, Inc. filed a 13F-HR form disclosing ownership of 41,376 shares of Blackstone Inc. (MX:BX) valued at $4,757,826 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 56,758 shares of Blackstone Inc.. This represents a change in shares of -27.10% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F BLACKSTONE COM 09260D107 41,376 -15,382 -27.10 4,758 -45.62 0.0790
2026-02-12 2025-12-31 13F BLACKSTONE COM 09260D107 56,758 -7,934 -12.26 8,749 -20.85 0.1469
2025-11-06 2025-09-30 13F BLACKSTONE COM 09260D107 64,692 427 0.66 11,053 14.98 0.1876
2025-08-12 2025-06-30 13F BLACKSTONE COM 09260D107 64,265 -558 -0.86 9,613 6.09 0.1721
2025-05-15 2025-03-31 13F BLACKSTONE COM 09260D107 64,823 -5,762 -8.16 9,061 -25.55 0.1702
2025-02-10 2024-12-31 13F BLACKSTONE COM 09260D107 70,585 -7,618 -9.74 12,170 1.63 0.2242
2024-11-08 2024-09-30 13F BLACKSTONE COM 09260D107 78,203 1,140 1.48 11,975 25.52 0.2199
2024-08-14 2024-06-30 13F BLACKSTONE COM 09260D107 77,063 1,106 1.46 9,540 -4.39 0.1861
2024-05-14 2024-03-31 13F BLACKSTONE COM 09260D107 75,957 -3,089 -3.91 9,978 -3.58 0.1918
2024-02-14 2023-12-31 13F BLACKSTONE COM 09260D107 79,046 -3,809 -4.60 10,349 16.57 0.2113
2023-11-14 2023-09-30 13F BLACKSTONE COM 09260D107 82,855 2,856 3.57 8,877 19.36 0.1915
2023-08-14 2023-06-30 13F BLACKSTONE COM 09260D107 79,999 1,846 2.36 7,438 8.35 0.1519
2023-05-12 2023-03-31 13F BLACKSTONE COM 09260D107 78,153 13,185 20.29 6,865 42.44 0.1397
2023-02-13 2022-12-31 13F BLACKSTONE COM 09260D107 64,968 7,777 13.60 4,820 0.67 0.0993
2022-11-08 2022-09-30 13F BLACKSTONE COM 09260D107 57,191 15,477 37.10 4,787 25.78 0.1006
2022-08-08 2022-06-30 13F BLACKSTONE COM 09260D107 41,714 9,454 29.31 3,806 -7.06 0.0722
2022-05-17 2022-03-31 13F BLACKSTONE COM 09260D107 32,260 9,409 41.18 4,095 38.48 0.0631
2022-02-15 2021-12-31 13F BLACKSTONE COM 09260D107 22,851 8,715 61.65 2,957 79.76 0.0422
2021-11-12 2021-09-30 13F BLACKSTONE COM 09260D107 14,136 7,196 103.69 1,645 144.07 0.0250
2021-07-30 2021-06-30 13F BLACKSTONE GROUP COM 09260D107 6,940 1,957 39.27 674 81.67 0.0099
2021-05-07 2021-03-31 13F BLACKSTONE GROUP COM 09260D107 4,983 2,602 109.28 371 140.91 0.0058
2021-02-12 2020-12-31 13F BLACKSTONE GROUP COM CL A 09260D107 2,381 1,399 142.46 154 201.96 0.0025
2020-11-16 2020-09-30 13F BLACKSTONE GROUP COM CL A 09260D107 982 982 51 0.0009
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.