Blackstone Inc.
MX ˙ BMV ˙ US09260D1072
SecurityMX:BX / Blackstone Inc.
InstitutionAllen Capital Group, LLC
Latest Disclosed Ownership71,739 shares
Latest Disclosed Value $ 8,249,313
Allen Capital Group, LLC reports 24.92% increase in ownership of BX / Blackstone Inc.

On May 27, 2026 - Allen Capital Group, LLC filed a 13F-HR form disclosing ownership of 71,739 shares of Blackstone Inc. (MX:BX) valued at $8,249,313 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 57,429 shares of Blackstone Inc.. This represents a change in shares of 24.92% 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)
2026-05-27 2026-03-31 13F BLACKSTONE COM 09260D107 71,739 14,310 24.92 8,249 -6.81 0.7328
2026-02-09 2025-12-31 13F BLACKSTONE COM 09260D107 57,429 -1,078 -1.84 8,852 -11.44 0.8110
2025-10-27 2025-09-30 13F BLACKSTONE COM 09260D107 58,507 -465 -0.79 9,996 13.32 0.9426
2025-08-12 2025-06-30 13F BLACKSTONE COM 09260D107 58,972 11,948 25.41 8,821 34.21 0.9056
2025-05-02 2025-03-31 13F BLACKSTONE COM 09260D107 47,024 -2,276 -4.62 6,573 -22.68 0.7416
2025-01-23 2024-12-31 13F BLACKSTONE COM 09260D107 49,300 -5,532 -10.09 8,500 1.24 1.0190
2024-11-12 2024-09-30 13F BLACKSTONE COM 09260D107 54,832 -1,255 -2.24 8,396 20.93 1.0405
2024-08-12 2024-06-30 13F BLACKSTONE COM 09260D107 56,087 -476 -0.84 6,944 -6.55 0.9520
2024-04-15 2024-03-31 13F BLACKSTONE COM 09260D107 56,563 -455 -0.80 7,431 -0.46 1.0459
2024-01-30 2023-12-31 13F BLACKSTONE COM 09260D107 57,018 -18,108 -24.10 7,465 -7.28 1.1791
2023-11-01 2023-09-30 13F BLACKSTONE COM 09260D107 75,126 410 0.55 8,051 15.89 1.4258
2023-07-24 2023-06-30 13F BLACKSTONE COM 09260D107 74,716 -386 -0.51 6,946 5.31 1.1881
2023-04-28 2023-03-31 13F BLACKSTONE COM 09260D107 75,102 75,102 6,597 1.1979
2023-02-03 2022-12-31 13F BLACKSTONE COM 09260D107 0 -83,728 -100.00 0 -100.00
2022-11-09 2022-09-30 13F BLACKSTONE COM 09260D107 83,728 4,084 5.13 7,008 -3.55 1.6077
2022-07-27 2022-06-30 13F BLACKSTONE COM 09260D107 79,644 12,965 19.44 7,266 -14.15 1.4736
2022-05-10 2022-03-31 13F BLACKSTONE COM 09260D107 66,679 2,228 3.46 8,464 1.50 1.5858
2022-01-31 2021-12-31 13F/A-1 BLACKSTONE COM 09260D107 64,451 287 0.45 8,339 11.71 1.3489
2021-10-22 2021-09-30 13F BLACKSTONE COM 09260D107 64,164 -16,625 -20.58 7,465 -4.88 1.4985
2021-07-20 2021-06-30 13F BLACKSTONE GROUP COM 09260D107 80,789 -330 -0.41 7,848 29.80 1.5732
2021-04-29 2021-03-31 13F BLACKSTONE GROUP COM 09260D107 81,119 -619 -0.76 6,046 14.14 1.3279
2021-01-19 2020-12-31 13F BLACKSTONE GROUP COM CL A 09260D107 81,738 -1,338 -1.61 5,297 15.18 1.2770
2020-10-20 2020-09-30 13F BLACKSTONE GROUP COM CL A 09260D107 83,076 1,070 1.30 4,599 -1.01 1.1536
2020-08-05 2020-06-30 13F BLACKSTONE GROUP COM CL A 09260D107 82,006 -2,102 -2.50 4,646 21.21 1.2312
2020-04-15 2020-03-31 13F BLACKSTONE GROUP COM CL A 09260D107 84,108 -5,203 -5.83 3,833 -23.28 1.1802
2020-01-22 2019-12-31 13F BLACKSTONE GROUP COM CL A 09260D107 89,311 -1,834 -2.01 4,996 17.94 1.3195
2019-10-22 2019-09-30 13F BLACKSTONE GROUP COM CL A 09260D107 91,145 -826 -0.90 4,236 3.70 1.3098
2019-07-22 2019-06-30 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 91,971 -176 -0.19 4,085 26.78 1.3190
2019-04-30 2019-03-31 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 92,147 2,340 2.61 3,222 9.00 1.0649
2019-01-29 2018-12-31 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 89,807 38,104 73.70 2,956 50.13 1.0445
2018-10-22 2018-09-30 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 51,703 -1,779 -3.33 1,969 14.41 0.6541
2018-07-27 2018-06-30 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 53,482 -20,809 -28.01 1,721 -27.51 0.6353
2018-05-01 2018-03-31 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 74,291 3,631 5.14 2,374 4.90 0.9203
2018-02-12 2017-12-31 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 70,660 70,660 2,263 0.9785
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.