黑石公司
US ˙ NYSE ˙ US09260D1072

SecurityBX / Blackstone Inc.
InstitutionSowell Financial Services LLC
Latest Disclosed Ownership13,378 shares
Latest Disclosed Value $ 1,538,381
Sowell Financial Services LLC reports 16.60% increase in ownership of BX / Blackstone Inc.

On April 20, 2026 - Sowell Financial Services LLC filed a 13F-HR form disclosing ownership of 13,378 shares of Blackstone Inc. (US:BX) valued at $1,538,336 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 11,473 shares of Blackstone Inc.. This represents a change in shares of 16.60% during the quarter. The current value of the position is $1,543,152 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.

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)
2026-04-20 2026-03-31 13F BLACKSTONE COM 09260D107 13,378 1,905 16.60 1,538 -13.01 0.0569
2026-01-21 2025-12-31 13F BLACKSTONE COM 09260D107 11,473 822 7.72 1,768 -2.80 0.0650
2025-10-17 2025-09-30 13F BLACKSTONE COM 09260D107 10,651 -123 -1.14 1,820 12.91 0.0698
2025-07-14 2025-06-30 13F BLACKSTONE COM 09260D107 10,774 -1,705 -13.66 1,612 -7.63 0.0656
2025-04-17 2025-03-31 13F BLACKSTONE COM 09260D107 12,479 202 1.65 1,744 -17.58 0.0794
2025-02-07 2024-12-31 13F BLACKSTONE COM 09260D107 12,277 24 0.20 2,117 12.79 0.1113
2024-10-04 2024-09-30 13F BLACKSTONE COM 09260D107 12,253 -1,584 -11.45 1,876 9.52 0.0872
2024-08-13 2024-06-30 13F BLACKSTONE COM 09260D107 13,837 -671 -4.63 1,713 -10.13 0.0818
2024-05-03 2024-03-31 13F BLACKSTONE COM 09260D107 14,508 151 1.05 1,906 1.38 0.0899
2024-01-24 2023-12-31 13F BLACKSTONE COM 09260D107 14,357 3,237 29.11 1,880 57.85 0.1018
2023-11-08 2023-09-30 13F BLACKSTONE COM 09260D107 11,120 -492 -4.24 1,191 10.28 0.0747
2023-08-14 2023-06-30 13F BLACKSTONE COM 09260D107 11,612 28 0.24 1,080 107,900.00 0.0602
2023-05-12 2023-03-31 13F BLACKSTONE STOCK 09260D107 11,584 -8 -0.07 1 0.0785
2023-02-09 2022-12-31 13F Blackstone Group Stock 09260D107 11,592 11,592 1 0.0557
2021-08-05 2021-06-30 13F BLACKSTONE GROUP INC COM Stock 09260D107 0 -10,234 -100.00 0 -100.00
2021-05-07 2021-03-31 13F BLACKSTONE GROUP INC COM Stock 09260D107 10,234 -509 -4.74 904 29.89 0.0315
2021-01-13 2020-12-31 13F BLACKSTONE GROUP INC COM CL A COM 09260D107 10,743 83 0.78 696 25.18 0.0297
2020-11-12 2020-09-30 13F BLACKSTONE GROUP INC COM CL A COM 09260D107 10,660 -16,908 -61.33 556 -64.40 0.0278
2020-08-13 2020-06-30 13F BLACKSTONE GROUP INC COM CL A Stock 09260D107 27,568 2,531 10.11 1,562 36.90 0.0858
2020-05-12 2020-03-31 13F BLACKSTONE GROUP INC COM CL A Stock 09260D107 25,037 13,878 124.37 1,141 82.85 0.0844
2020-02-07 2019-12-31 13F BLACKSTONE GROUP INC COM CL A Stock 09260D107 11,159 -154 -1.36 624 12.84 0.0476
2019-11-14 2019-09-30 13F BLACKSTONE GROUP INC COM CL A COM 09260D107 11,313 1,669 17.31 553 64.09 0.0457
2019-05-15 2019-03-31 13F BLACKSTONE GROUP L P COM UNIT Stock 09253U108 9,644 1,009 11.69 337 31.13 0.0376
2019-03-05 2018-12-31 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 8,635 -64 -0.74 257 -22.36 0.0364
2018-11-13 2018-09-30 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 8,699 8,699 331 0.0481
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.