Jefferies Group's BX Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 223,904 shares of Blackstone Inc. (BX) worth $38.25 M, representing 0.18% of the portfolio. First purchased in 2023-Q2, this medium-term investment has been held for 10 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 Q2 2024, reducing 11,600 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2023 | +13,370 | New Buy | 13,370 | $92.97 |
| Q3 2023 | -5,181 | Reduce 38.75% | 8,189 | $107.14 |
| Q4 2023 | +5,260 | Add 64.23% | 13,449 | $130.92 |
| Q1 2024 | +7,600 | Add 56.51% | 21,049 | $131.37 |
| Q2 2024 | -11,600 | Reduce 55.11% | 9,449 | $123.80 |
| Q3 2024 | -9,449 | Sold Out | 9,449 | $0.00 |
| Q4 2024 | +4,435 | New Buy | 4,435 | $172.42 |
| Q1 2025 | -4,435 | Sold Out | 4,435 | $0.00 |
| Q2 2025 | +9,830 | New Buy | 9,830 | $149.58 |
| Q3 2025 | +214,074 | Add 2177.76% | 223,904 | $170.85 |
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 10 quarters since Q2 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's largest addition to Blackstone Inc. (BX) was in Q3 2025, adding 223,904 shares worth $38.25 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 223,904 shares of Blackstone Inc. (BX), valued at approximately $38.25 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Blackstone Inc. (BX) represents approximately 0.18% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's peak holding in Blackstone Inc. (BX) was 223,904 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.