Blackstone Inc.
US ˙ NYSE ˙ US09260D1072

SecurityBX / Blackstone Inc.
InstitutionLevel Four Advisory Services, Llc
Latest Disclosed Ownership18,230 shares
Latest Disclosed Value $ 2,095,695
Level Four Advisory Services, Llc reports 17.60% decrease in ownership of BX / Blackstone Inc.

On May 14, 2026 - Level Four Advisory Services, Llc filed a 13F-HR form disclosing ownership of 18,230 shares of Blackstone Inc. (US:BX) valued at $2,096,268 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 22,123 shares of Blackstone Inc.. This represents a change in shares of -17.60% during the quarter. The current value of the position is $2,010,404 USD.

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 18,230 -3,893 -17.60 2,096 -38.56 0.0688
2026-02-13 2025-12-31 13F BLACKSTONE COM 09260D107 22,123 9,981 82.20 3,410 64.42 0.1116
2025-11-12 2025-09-30 13F BLACKSTONE COM 09260D107 12,142 2,970 32.38 2,075 51.28 0.0710
2025-08-13 2025-06-30 13F BLACKSTONE COM 09260D107 9,172 -99 -1.07 1,372 5.87 0.0506
2025-05-14 2025-03-31 13F BLACKSTONE COM 09260D107 9,271 82 0.89 1,296 -18.24 0.0533
2025-02-12 2024-12-31 13F BLACKSTONE COM 09260D107 9,189 -4 -0.04 1,584 2.72 0.0648
2024-11-14 2024-09-30 13F BLACKSTONE COM 09260D107 9,193 638 7.46 1,542 45.61 0.0649
2024-08-09 2024-06-30 13F BLACKSTONE COM 09260D107 8,555 -1,529 -15.16 1,059 -19.77 0.0477
2024-05-13 2024-03-31 13F BLACKSTONE COM 09260D107 10,084 0 0.00 1,320 0.00 0.0725
2024-02-08 2023-12-31 13F BLACKSTONE COM 09260D107 10,084 -6,340 -38.60 1,320 -24.96 0.0741
2023-11-13 2023-09-30 13F BLACKSTONE COM 09260D107 16,424 -480 -2.84 1,760 11.97 0.1134
2023-07-10 2023-06-30 13F BLACKSTONE COM 09260D107 16,904 8,004 89.93 1,572 101.15 0.0944
2023-06-05 2023-03-31 13F BLACKSTONE COM 09260D107 8,900 2,405 37.03 782 62.37 0.0513
2023-02-13 2022-12-31 13F BLACKSTONE COM 09260D107 6,495 6,495 482 0.0358
2022-11-07 2022-09-30 13F BLACKSTONE COM 09260D107 0 -2,284 -100.00 0 -100.00
2022-08-08 2022-06-30 13F BLACKSTONE COM 09260D107 2,284 401 21.30 208 -12.97 0.0196
2022-05-10 2022-03-31 13F BLACKSTONE COM 09260D107 1,883 14 0.75 239 -1.24 0.0187
2022-02-11 2021-12-31 13F BLACKSTONE COM 09260D107 1,869 1,869 242 0.0185
2021-10-12 2021-09-30 13F BLACKSTONE GROUP COM 09260D107 0 -8,869 -100.00 0 -100.00
2021-08-09 2021-06-30 13F BLACKSTONE GROUP COM 09260D107 8,869 -157 -1.74 862 28.08 0.0596
2021-05-10 2021-03-31 13F BLACKSTONE GROUP COM 09260D107 9,026 -1,244 -12.11 673 1.05 0.0523
2021-02-10 2020-12-31 13F BLACKSTONE GROUP COM CL A 09260D107 10,270 88 0.86 666 25.19 0.0535
2020-11-02 2020-09-30 13F BLACKSTONE GROUP COM CL A 09260D107 10,182 -273 -2.61 532 -9.98 0.0410
2020-08-17 2020-06-30 13F/A-1 BLACKSTONE GROUP COM CL A 09260D107 10,455 4,339 70.95 591 111.07 0.0457
2020-05-13 2020-03-31 13F BLACKSTONE GROUP COM CL A 09260D107 6,116 -15,048 -71.10 280 -76.41 0.0336
2020-02-13 2019-12-31 13F BLACKSTONE GROUP COM CL A 09260D107 21,164 5,248 32.97 1,187 52.77 0.0470
2019-11-12 2019-09-30 13F BLACKSTONE GROUP COM CL A 09260D107 15,916 115 0.73 777 10.68 0.0804
2019-08-14 2019-06-30 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 15,801 -630 -3.83 702 22.30 0.0709
2019-05-15 2019-03-31 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 16,431 -1,394 -7.82 574 8.10 0.0632
2019-02-07 2018-12-31 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 17,825 673 3.92 531 -18.68 0.0662
2018-11-14 2018-09-30 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 17,152 -735 -4.11 653 13.57 0.0706
2018-08-14 2018-06-30 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 17,887 1,971 12.38 575 12.97 0.0419
2018-05-14 2018-03-31 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 15,916 -27,459 -63.31 509 -63.35 0.0395
2018-02-13 2017-12-31 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 43,375 1,761 4.23 1,389 0.00 0.1080
2018-04-03 2017-09-30 13F/A-1 BLACKSTONE GROUP L P COM UNIT LTD 09253U108 41,614 2,097 5.31 1,389 19.23 0.1231
2017-11-15 2017-09-30 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 41,284 1,767 1,373
2017-09-20 2017-06-30 13F/A-1 BLACKSTONE GROUP L P COM UNIT LTD 09253U108 39,517 -184 -0.46 1,165 -0.43 0.1794
2017-07-12 2017-06-30 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 39,517 1,165
2017-09-20 2017-03-31 13F/A-1 BLACKSTONE GROUP L P COM UNIT LTD 09253U108 39,701 24,284 157.51 1,170 180.58 0.1192
2017-05-15 2017-03-31 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 39,701 24,284 1,170
2017-02-14 2016-12-31 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 15,417 15,417 417 0.0532
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.