블랙스톤 주식회사
MX ˙ BMV ˙ US09260D1072
SecurityMX:BX / Blackstone Inc.
InstitutionKlingman & Associates, LLC
Latest Disclosed Ownership13,362 shares
Latest Disclosed Value $ 1,536,463
Klingman & Associates, LLC reports 6.44% increase in ownership of BX / Blackstone Inc.

On May 14, 2026 - Klingman & Associates, LLC filed a 13F-HR form disclosing ownership of 13,362 shares of Blackstone Inc. (MX:BX) valued at $1,536,463 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 12,553 shares of Blackstone Inc.. This represents a change in shares of 6.44% 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)
2026-05-14 2026-03-31 13F BLACKSTONE COM 09260D107 13,362 809 6.44 1,536 -20.58 0.0735
2026-01-29 2025-12-31 13F BLACKSTONE COM 09260D107 12,553 -2,563 -16.96 1,935 -25.10 0.0933
2025-10-27 2025-09-30 13F BLACKSTONE COM 09260D107 15,116 67 0.45 2,583 14.70 0.1303
2025-07-30 2025-06-30 13F BLACKSTONE COM 09260D107 15,049 -130 -0.86 2,251 6.13 0.1241
2025-05-13 2025-03-31 13F BLACKSTONE COM 09260D107 15,179 2,082 15.90 2,122 -6.07 0.1299
2025-01-31 2024-12-31 13F BLACKSTONE COM 09260D107 13,097 -42 -0.32 2,258 12.28 0.1389
2024-11-01 2024-09-30 13F BLACKSTONE COM 09260D107 13,139 -63 -0.48 2,012 23.07 0.1246
2024-07-30 2024-06-30 13F BLACKSTONE COM 09260D107 13,202 -205 -1.53 1,634 -7.21 0.1104
2024-05-01 2024-03-31 13F BLACKSTONE COM 09260D107 13,407 19 0.14 1,761 0.51 0.1222
2024-01-29 2023-12-31 13F BLACKSTONE COM 09260D107 13,388 -420 -3.04 1,753 18.46 0.1287
2023-10-30 2023-09-30 13F BLACKSTONE COM 09260D107 13,808 -65 -0.47 1,479 14.74 0.1196
2023-07-31 2023-06-30 13F BLACKSTONE COM 09260D107 13,873 153 1.12 1,290 6.97 0.1041
2023-05-03 2023-03-31 13F BLACKSTONE COM 09260D107 13,720 -193 -1.39 1,205 16.76 0.1038
2023-02-03 2022-12-31 13F BLACKSTONE COM 09260D107 13,913 306 2.25 1,032 -9.39 0.0905
2022-10-28 2022-09-30 13F BLACKSTONE COM 09260D107 13,607 -203 -1.47 1,139 -9.60 0.1118
2022-07-27 2022-06-30 13F BLACKSTONE COM 09260D107 13,810 -28 -0.20 1,260 -28.29 0.1231
2022-05-06 2022-03-31 13F BLACKSTONE COM 09260D107 13,838 -379 -2.67 1,757 -4.51 0.1493
2022-01-31 2021-12-31 13F BLACKSTONE COM 09260D107 14,217 -6 -0.04 1,840 11.18 0.1581
2021-11-01 2021-09-30 13F BLACKSTONE COM 09260D107 14,223 3,338 30.67 1,655 56.58 0.1546
2021-07-27 2021-06-30 13F BLACKSTONE GROUP COM 09260D107 10,885 0 0.00 1,057 30.33 0.1014
2021-04-29 2021-03-31 13F BLACKSTONE GROUP COM 09260D107 10,885 -3,680 -25.27 811 -14.09 0.0839
2021-02-09 2020-12-31 13F BLACKSTONE GROUP COM CL A 09260D107 14,565 500 3.55 944 28.61 0.1090
2020-11-03 2020-09-30 13F BLACKSTONE GROUP COM CL A 09260D107 14,065 0 0.00 734 -7.90 0.0988
2020-08-04 2020-06-30 13F BLACKSTONE GROUP COM CL A 09260D107 14,065 0 0.00 797 24.34 0.1219
2020-04-29 2020-03-31 13F BLACKSTONE GROUP COM CL A 09260D107 14,065 0 0.00 641 -18.55 0.1308
2020-01-29 2019-12-31 13F BLACKSTONE GROUP COM CL A 09260D107 14,065 0 0.00 787 14.56 0.1288
2019-10-22 2019-09-30 13F BLACKSTONE GROUP COM CL A 09260D107 14,065 14,065 687 0.1230
2019-09-27 2019-06-30 13F/A-1 BLACKSTONE GROUP L P COM UNIT LTD 09253U108 0 -25,095 -100.00 0 -100.00
2019-05-03 2019-03-31 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 25,095 25,095 878 0.1712
2017-01-26 2016-12-31 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 0 -500 -100.00 0 -100.00
2016-10-19 2016-09-30 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 500 0 0.00 13 8.33 0.0039
2016-08-03 2016-06-30 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 500 0 0.00 12 -14.29 0.0039
2016-04-18 2016-03-31 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 500 -7,340 -93.62 14 -93.89 0.0050
2016-02-09 2015-12-31 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 7,840 870 12.48 229 4.09 0.0856
2016-02-09 2015-09-30 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 6,970 6,970 220 0.0863
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.