Blackstone Inc.
MX ˙ BMV ˙ US09260D1072
SecurityMX:BX / Blackstone Inc.
InstitutionPrincipal Financial Group Inc
Latest Disclosed Ownership858,964 shares
Latest Disclosed Value $ 98,772,271
Principal Financial Group Inc reports 4.16% increase in ownership of BX / Blackstone Inc.

On May 4, 2026 - Principal Financial Group Inc filed a 13F-HR form disclosing ownership of 858,964 shares of Blackstone Inc. (MX:BX) valued at $98,772,271 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 824,641 shares of Blackstone Inc.. This represents a change in shares of 4.16% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-04 2026-03-31 13F BLACKSTONE COM 09260D107 858,964 34,323 4.16 98,772 -22.29 0.0269
2026-02-02 2025-12-31 13F BLACKSTONE COM 09260D107 824,641 21,781 2.71 127,110 -7.33 0.0649
2025-11-04 2025-09-30 13F BLACKSTONE COM 09260D107 802,860 -7,901 -0.97 137,169 13.11 0.0692
2025-08-08 2025-06-30 13F BLACKSTONE COM 09260D107 810,761 -67,630 -7.70 121,274 -1.23 0.0641
2025-04-28 2025-03-31 13F BLACKSTONE COM 09260D107 878,391 -10,655 -1.20 122,781 -19.90 0.0689
2025-01-31 2024-12-31 13F BLACKSTONE COM 09260D107 889,046 -20,652 -2.27 153,289 10.04 0.0836
2024-10-31 2024-09-30 13F BLACKSTONE COM 09260D107 909,698 51,897 6.05 139,302 31.18 0.0767
2024-07-29 2024-06-30 13F BLACKSTONE COM 09260D107 857,801 1,774 0.21 106,196 -5.57 0.0631
2024-04-29 2024-03-31 13F BLACKSTONE COM 09260D107 856,027 49,104 6.09 112,456 6.45 0.0661
2024-02-07 2023-12-31 13F BLACKSTONE COM 09260D107 806,923 -10,750 -1.31 105,642 20.59 0.0674
2023-11-02 2023-09-30 13F BLACKSTONE COM 09260D107 817,673 764,395 1,434.73 87,605 1,668.73 0.0629
2023-08-07 2023-06-30 13F BLACKSTONE COM 09260D107 53,278 -42,517 -44.38 4,953 -41.13 0.0034
2023-05-09 2023-03-31 13F BLACKSTONE COM 09260D107 95,795 -8,561 -8.20 8,415 8.68 0.0060
2023-02-09 2022-12-31 13F BLACKSTONE COM 09260D107 104,356 -63,173 -37.71 7,742 -44.79 0.0058
2022-11-09 2022-09-30 13F BLACKSTONE COM 09260D107 167,529 34,651 26.08 14,022 15.67 0.0111
2022-08-10 2022-06-30 13F BLACKSTONE COM 09260D107 132,878 5,611 4.41 12,122 -24.96 0.0090
2022-05-09 2022-03-31 13F BLACKSTONE COM 09260D107 127,267 3,805 3.08 16,155 1.13 0.0064
2022-05-09 2022-03-31 13F BLACKSTONE COM 09260D107 79,386 10,077
2022-02-09 2021-12-31 13F BLACKSTONE COM 09260D107 123,462 -28,407 -18.70 15,975 -9.58 0.0095
2021-11-09 2021-09-30 13F BLACKSTONE COM 09260D107 151,869 51,195 50.85 17,668 80.67 0.0115
2021-08-10 2021-06-30 13F BLACKSTONE GROUP COM 09260D107 100,674 46,591 86.15 9,779 142.59 0.0063
2021-05-10 2021-03-31 13F BLACKSTONE GROUP COM 09260D107 54,083 5,919 12.29 4,031 29.12 0.0028
2021-02-23 2020-12-31 13F/A-1 BLACKSTONE GROUP COM CL A 09260D107 48,164 836 1.77 3,122 26.35 0.0023
2021-02-08 2020-12-31 13F BLACKSTONE GROUP COM CL A 09260D107 48,164 836 3,122 1,228.2429
2020-11-06 2020-09-30 13F BLACKSTONE GROUP COM CL A 09260D107 47,328 -2,748 -5.49 2,471 -12.90 0.0021
2020-08-05 2020-06-30 13F BLACKSTONE GROUP COM CL A 09260D107 50,076 1,322 2.71 2,837 27.68 0.0025
2020-05-12 2020-03-31 13F BLACKSTONE GROUP COM CL A 09260D107 48,754 -3,916 -7.43 2,222 -24.58 0.0025
2020-02-05 2019-12-31 13F BLACKSTONE GROUP COM CL A 09260D107 52,670 52,670 2,946 0.0025
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.