Jefferies Group's BX Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 105,246 shares of Blackstone Inc. (BX) worth $16.22 M, representing 0.08% of the portfolio. First purchased in 2023-Q2, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in BX, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 214,074 shares. Largest reduction occurred in Q4 2025, reducing 118,658 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Blackstone (BX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Blackstone (BX) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -118,658 | Reduce 53.00% | 105,246 | $154.14 |
| Q3 2025 | +214,074 | Add 2177.76% | 223,904 | $170.85 |
| Q2 2025 | +9,830 | New Buy | 9,830 | $149.58 |
| Q1 2025 | -4,435 | Sold Out | 0 | $0.00 |
| Q4 2024 | +4,435 | New Buy | 4,435 | $172.42 |
| Q3 2024 | -9,449 | Sold Out | 0 | $0.00 |
| Q2 2024 | -11,600 | Reduce 55.11% | 9,449 | $123.80 |
| Q1 2024 | +7,600 | Add 56.51% | 21,049 | $131.37 |
| Q4 2023 | +5,260 | Add 64.23% | 13,449 | $130.92 |
| Q3 2023 | -5,181 | Reduce 38.75% | 8,189 | $107.14 |
| Q2 2023 | +13,370 | New Buy | 13,370 | $92.97 |
Jefferies Group's Blackstone Investment FAQs
Jefferies Group first purchased Blackstone Inc. (BX) in Q2 2023, acquiring 13,370 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 Blackstone Inc. (BX) for 11 quarters since Q2 2023.
Jefferies Group's largest addition to Blackstone Inc. (BX) was in Q3 2025, adding 223,904 shares worth $38.25 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 105,246 shares of Blackstone Inc. (BX), valued at approximately $16.22 M.
As of the Q4 2025 filing, Blackstone Inc. (BX) represents approximately 0.08% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Blackstone Inc. (BX) was 223,904 shares, as reported at the end of Q3 2025.