블랙스톤 주식회사
MX ˙ BMV ˙ US09260D1072
SecurityMX:BX / Blackstone Inc.
InstitutionKestra Advisory Services, LLC
Latest Disclosed Ownership267,390 shares
Latest Disclosed Value $ 30,747,228
Kestra Advisory Services, LLC reports 19.38% increase in ownership of BX / Blackstone Inc.

On April 30, 2026 - Kestra Advisory Services, LLC filed a 13F-HR form disclosing ownership of 267,390 shares of Blackstone Inc. (MX:BX) valued at $30,747,228 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 223,991 shares of Blackstone Inc.. This represents a change in shares of 19.38% 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)
2026-04-30 2026-03-31 13F BLACKSTONE COM 09260D107 267,390 43,399 19.38 30,747 -10.95 0.1164
2026-02-13 2025-12-31 13F BLACKSTONE COM 09260D107 223,991 56,911 34.06 34,526 20.95 0.1422
2025-11-14 2025-09-30 13F BLACKSTONE COM 09260D107 167,080 8,380 5.28 28,546 20.25 0.1306
2025-08-15 2025-06-30 13F BLACKSTONE COM 09260D107 158,700 17,411 12.32 23,738 20.20 0.1157
2025-05-14 2025-03-31 13F BLACKSTONE COM 09260D107 141,289 -14,202 -9.13 19,749 -26.33 0.0956
2025-02-10 2024-12-31 13F BLACKSTONE COM 09260D107 155,491 -25,789 -14.23 26,810 -3.42 0.1465
2024-11-13 2024-09-30 13F BLACKSTONE COM 09260D107 181,280 -14,108 -7.22 27,759 14.76 0.1529
2024-08-14 2024-06-30 13F BLACKSTONE COM 09260D107 195,388 38,126 24.24 24,189 17.09 0.1352
2024-05-15 2024-03-31 13F BLACKSTONE COM 09260D107 157,262 15,610 11.02 20,659 11.40 0.1385
2024-02-14 2023-12-31 13F BLACKSTONE COM 09260D107 141,652 8,952 6.75 18,545 30.44 0.1503
2023-11-13 2023-09-30 13F BLACKSTONE COM 09260D107 132,700 -20,800 -13.55 14,217 -0.37 0.1398
2023-08-11 2023-06-30 13F BLACKSTONE COM 09260D107 153,500 8,079 5.56 14,271 11.72 0.1429
2023-05-12 2023-03-31 13F BLACKSTONE COM 09260D107 145,421 -18,471 -11.27 12,774 5.05 0.1385
2023-01-31 2022-12-31 13F BLACKSTONE COM 09260D107 163,892 4,781 3.00 12,159 93,430.77 0.1080
2022-11-01 2022-09-30 13F/A-1 BLACKSTONE COM 09260D107 159,111 28,263 21.60 13 18.18 0.1426
2022-11-01 2022-09-30 13F BLACKSTONE COM 09260D107 159,111 28,263 13,318 0.1426
2022-08-12 2022-06-30 13F BLACKSTONE COM 09260D107 130,848 -3,690 -2.74 12 -35.29 0.1227
2022-07-20 2022-03-31 13F/A-1 BLACKSTONE COM 09260D107 134,538 3,564 2.72 17 6.25 0.1779
2022-04-26 2022-03-31 13F BLACKSTONE COM 09260D107 134,538 3,564 17,078 0.1779
2022-07-25 2021-12-31 13F/A-1 BLACKSTONE COM 09260D107 130,974 -58,568 -30.90 17 -27.27 0.1715
2022-01-20 2021-12-31 13F BLACKSTONE COM 09260D107 130,974 -58,568 16,947 0.1715
2022-07-25 2021-09-30 13F/A-1 BLACKSTONE COM 09260D107 189,542 32,360 20.59 22 46.67 0.2205
2021-10-19 2021-09-30 13F BLACKSTONE COM 09260D107 189,542 32,360 22,051 0.2205
2022-07-26 2021-06-30 13F/A-1 BLACKSTONE GROUP COM 09260D107 157,182 2,714 1.76 15 36.36 0.1733
2021-07-28 2021-06-30 13F BLACKSTONE GROUP COM 09260D107 157,182 2,714 15,269 0.1733
2022-07-27 2021-03-31 13F/A-1 BLACKSTONE GROUP COM 09260D107 154,468 -58,895 -27.60 12 -15.38 0.1462
2021-05-10 2021-03-31 13F BLACKSTONE GROUP COM 09260D107 154,468 -58,895 11,513 0.1462
2022-07-28 2020-12-31 13F/A-1 BLACKSTONE GROUP COM CL A 09260D107 213,363 115,361 117.71 14 -100.00 0.1600
2021-01-20 2020-12-31 13F BLACKSTONE GROUP COM CL A 09260D107 213,363 115,361 13,805 0.1600
2022-07-29 2020-09-30 13F/A-1 BLACKSTONE GROUP COM CL A 09260D107 98,002 98,002 5,136,000 0.0959
2020-11-12 2020-09-30 13F BLACKSTONE GROUP COM CL A 09260D107 98,002 98,002 5,136 0.0959
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.