黑石公司
MX ˙ BMV ˙ US09260D1072
SecurityMX:BX / Blackstone Inc.
InstitutionShepherd Financial Partners LLC
Latest Disclosed Ownership28,775 shares
Latest Disclosed Value $ 3,308,876
Shepherd Financial Partners LLC reports 11.60% decrease in ownership of BX / Blackstone Inc.

On May 11, 2026 - Shepherd Financial Partners LLC filed a 13F-HR form disclosing ownership of 28,775 shares of Blackstone Inc. (MX:BX) valued at $3,308,876 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 32,552 shares of Blackstone Inc.. This represents a change in shares of -11.60% 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)
2026-05-11 2026-03-31 13F BLACKSTONE COM 09260D107 28,775 -3,777 -11.60 3,309 -34.06 0.3139
2026-02-10 2025-12-31 13F BLACKSTONE COM 09260D107 32,552 -306 -0.93 5,018 -10.62 0.4649
2025-11-07 2025-09-30 13F BLACKSTONE COM 09260D107 32,858 490 1.51 5,614 15.95 0.5343
2025-08-13 2025-06-30 13F BLACKSTONE COM 09260D107 32,368 853 2.71 4,842 9.90 0.5117
2025-04-18 2025-03-31 13F BLACKSTONE COM 09260D107 31,515 745 2.42 4,405 -16.97 0.5166
2025-01-28 2024-12-31 13F BLACKSTONE COM 09260D107 30,770 1,065 3.59 5,305 16.64 0.6344
2024-10-28 2024-09-30 13F BLACKSTONE COM 09260D107 29,705 -530 -1.75 4,549 21.51 0.5471
2024-08-08 2024-06-30 13F BLACKSTONE COM 09260D107 30,235 56 0.19 3,743 -5.58 0.4827
2024-04-23 2024-03-31 13F BLACKSTONE COM 09260D107 30,179 820 2.79 3,965 3.15 0.5190
2024-02-12 2023-12-31 13F BLACKSTONE COM 09260D107 29,359 -422 -1.42 3,844 20.47 0.5464
2023-11-08 2023-09-30 13F BLACKSTONE COM 09260D107 29,781 -67 -0.22 3,191 15.00 0.5006
2023-08-11 2023-06-30 13F BLACKSTONE COM 09260D107 29,848 2,971 11.05 2,775 17.54 0.4304
2023-05-02 2023-03-31 13F BLACKSTONE COM 09260D107 26,877 2,397 9.79 2,361 29.96 0.3947
2023-02-14 2022-12-31 13F BLACKSTONE COM 09260D107 24,480 1,590 6.95 1,816 -5.22 0.3287
2022-11-09 2022-09-30 13F BLACKSTONE COM 09260D107 22,890 620 2.78 1,916 -5.71 0.3737
2022-08-15 2022-06-30 13F BLACKSTONE COM 09260D107 22,270 316 1.44 2,032 -27.06 0.3956
2022-05-13 2022-03-31 13F BLACKSTONE COM 09260D107 21,954 -252 -1.13 2,786 -3.03 0.4974
2022-02-14 2021-12-31 13F BLACKSTONE COM 09260D107 22,206 30 0.14 2,873 11.36 0.4989
2021-11-15 2021-09-30 13F BLACKSTONE COM 09260D107 22,176 -1,401 -5.94 2,580 12.66 0.4982
2021-08-16 2021-06-30 13F BLACKSTONE GROUP COM 09260D107 23,577 38 0.16 2,290 30.56 0.4355
2021-05-14 2021-03-31 13F BLACKSTONE GROUP COM 09260D107 23,539 58 0.25 1,754 15.24 0.3883
2021-02-16 2020-12-31 13F BLACKSTONE GROUP COM CL A 09260D107 23,481 41 0.17 1,522 24.35 0.3471
2020-11-16 2020-09-30 13F/A-1 BLACKSTONE GROUP COM CL A 09260D107 23,440 29 0.12 1,224 -7.69 0.2879
2020-11-05 2020-09-30 13F BLACKSTONE GROUP COM CL A 09260D107 23,411 0 1,326 359,641.9854
2020-08-05 2020-06-30 13F BLACKSTONE GROUP COM CL A 09260D107 23,411 12 0.05 1,326 24.27 0.3596
2020-05-07 2020-03-31 13F BLACKSTONE GROUP COM CL A 09260D107 23,399 -54,982 -70.15 1,067 -75.66 0.3694
2020-01-31 2019-12-31 13F BLACKSTONE GROUP COM CL A 09260D107 78,381 -1,884 -2.35 4,384 11.84 1.0193
2019-11-25 2019-09-30 13F BLACKSTONE GROUP COM CL A 09260D107 80,265 -3,043 -3.65 3,920 5.92 0.9828
2019-08-05 2019-06-30 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 83,308 16 0.02 3,701 27.05 0.6952
2019-04-29 2019-03-31 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 83,292 28 0.03 2,913 17.32 0.5645
2019-02-07 2018-12-31 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 83,264 58 0.07 2,483 -7.25 0.5402
2018-10-16 2018-09-30 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 83,206 0 0.00 2,677 -2.94 0.6046
2018-08-01 2018-06-30 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 83,206 -47,168 -36.18 2,758 -33.83 0.6204
2018-05-01 2018-03-31 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 130,374 -5,759 -4.23 4,168 -4.40 1.0264
2018-02-14 2017-12-31 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 136,133 -9,052 -6.23 4,360 -9.75 1.0233
2017-11-13 2017-09-30 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 145,185 2,102 1.47 4,831 1.39 1.1220
2017-08-14 2017-06-30 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 143,083 -1,676 -1.16 4,765 11.72 1.1635
2017-05-08 2017-03-31 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 144,759 144,759 4,265 1.1065
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.