Jefferies Group's BLK Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 24,237 shares of BlackRock, Inc. (BLK) worth $23.31 M, representing 0.16% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 14 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in BLK, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 23,526 shares. Largest reduction occurred in Q3 2024, reducing 7,720 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's BlackRock (BLK) Holding Value Over Time
Track share changes against reported price movement
Quarterly BlackRock (BLK) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +23,526 | Add 3308.86% | 24,237 | $961.73 |
| Q4 2025 | -5,277 | Reduce 88.13% | 711 | $1071.06 |
| Q3 2025 | +5,988 | New Buy | 5,988 | $1165.96 |
| Q2 2025 | -6,146 | Sold Out | 0 | $0.00 |
| Q1 2025 | +5,935 | Add 2812.80% | 6,146 | $946.48 |
| Q4 2024 | +211 | New Buy | 211 | $1025.11 |
| Q3 2024 | -7,720 | Sold Out | 0 | $0.00 |
| Q2 2024 | +7,720 | New Buy | 7,720 | $787.32 |
| Q1 2024 | -2,065 | Sold Out | 0 | $0.00 |
| Q4 2023 | +2,065 | New Buy | 2,065 | $811.80 |
| Q3 2023 | -3,100 | Sold Out | 0 | $0.00 |
| Q2 2023 | +2,289 | Add 282.24% | 3,100 | $691.14 |
| Q1 2023 | -1,017 | Reduce 55.63% | 811 | $669.12 |
| Q4 2022 | +1,828 | New Buy | 1,828 | $708.63 |
Jefferies Group's BlackRock Investment FAQs
Jefferies Group first purchased BlackRock, Inc. (BLK) in Q4 2022, acquiring 1,828 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held BlackRock, Inc. (BLK) for 14 quarters since Q4 2022.
Jefferies Group's largest addition to BlackRock, Inc. (BLK) was in Q1 2026, adding 24,237 shares worth $23.31 M.
According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 24,237 shares of BlackRock, Inc. (BLK), valued at approximately $23.31 M.
As of the Q1 2026 filing, BlackRock, Inc. (BLK) represents approximately 0.16% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in BlackRock, Inc. (BLK) was 24,237 shares, as reported at the end of Q1 2026.