Blackstone Inc.
MX ˙ BMV ˙ US09260D1072
SecurityMX:BX / Blackstone Inc.
InstitutionXML Financial, LLC
Latest Disclosed Ownership17,801 shares
Latest Disclosed Value $ 2,046,966
XML Financial, LLC reports 1.38% increase in ownership of BX / Blackstone Inc.

On April 16, 2026 - XML Financial, LLC filed a 13F-HR form disclosing ownership of 17,801 shares of Blackstone Inc. (MX:BX) valued at $2,046,966 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 17,559 shares of Blackstone Inc.. This represents a change in shares of 1.38% 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)
2026-04-16 2026-03-31 13F BLACKSTONE COM 09260D107 17,801 242 1.38 2,047 -24.39 0.1651
2026-02-11 2025-12-31 13F BLACKSTONE COM 09260D107 17,559 630 3.72 2,707 -6.43 0.2208
2025-10-20 2025-09-30 13F BLACKSTONE COM 09260D107 16,929 511 3.11 2,892 17.80 0.2354
2025-07-17 2025-06-30 13F BLACKSTONE COM 09260D107 16,418 1,249 8.23 2,456 15.80 0.2125
2025-04-22 2025-03-31 13F BLACKSTONE COM 09260D107 15,169 68 0.45 2,120 -18.56 0.1978
2025-01-17 2024-12-31 13F BLACKSTONE COM 09260D107 15,101 -209 -1.37 2,604 11.05 0.2384
2024-11-01 2024-09-30 13F BLACKSTONE COM 09260D107 15,310 -466 -2.95 2,344 20.02 0.2176
2024-07-22 2024-06-30 13F BLACKSTONE COM 09260D107 15,776 -687 -4.17 1,953 -9.67 0.1965
2024-05-15 2024-03-31 13F BLACKSTONE COM 09260D107 16,463 -2,227 -11.92 2,163 -11.61 0.2215
2024-02-14 2023-12-31 13F BLACKSTONE COM 09260D107 18,690 -154 -0.82 2,447 21.21 0.2580
2023-11-06 2023-09-30 13F BLACKSTONE COM 09260D107 18,844 -469 -2.43 2,019 12.42 0.2420
2023-08-07 2023-06-30 13F BLACKSTONE COM 09260D107 19,313 2,738 16.52 1,796 23.37 0.2077
2023-05-15 2023-03-31 13F BLACKSTONE COM 09260D107 16,575 1,508 10.01 1,456 30.26 0.1773
2023-02-10 2022-12-31 13F BLACKSTONE COM 09260D107 15,067 2,011 15.40 1,118 2.20 0.1404
2022-11-04 2022-09-30 13F BLACKSTONE COM 09260D107 13,056 10,083 339.15 1,093 303.32 0.1517
2022-08-01 2022-06-30 13F BLACKSTONE COM 09260D107 2,973 -1,527 -33.93 271 -52.54 0.0613
2022-05-02 2022-03-31 13F BLACKSTONE COM 09260D107 4,500 448 11.06 571 8.97 0.0679
2022-02-01 2021-12-31 13F BLACKSTONE COM 09260D107 4,052 161 4.14 524 15.67 0.0631
2021-11-01 2021-09-30 13F BLACKSTONE COM 09260D107 3,891 3,891 453 0.0605
2021-08-10 2021-06-30 13F BLACKSTONE GROUP COM 09260D107 0 -2,930 -100.00 0 -100.00
2021-05-14 2021-03-31 13F BLACKSTONE GROUP COM 09260D107 2,930 2,930 218 0.0531
2020-05-07 2020-03-31 13F BLACKSTONE GROUP COM CL A 09260D107 0 -3,612 -100.00 0 -100.00
2020-02-04 2019-12-31 13F BLACKSTONE GROUP COM CL A 09260D107 3,612 3,612 202 0.0734
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.