JEF
Jefferies Financial Group Inc. · Financial Services · Financial - Capital Markets
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -9.9% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 652.41K | $28.52M | n/a | −1 |
| Q2 2026 | 122 | -7 | 91.23M | $4.53B | +3 | −11 |
| Q1 2026 | 133 | +4 | 87.72M | $3.69B | +8 | −5 |
| Q4 2025 | 129 | 0 | 103.22M | $6.41B | +2 | −1 |
| Q3 2025 | 19 | -2 | 61.70M | $4.04B | n/a | −3 |
| Q2 2025 | 19 | +2 | 48.07M | $2.63B | +3 | −1 |
| Q1 2025 | 14 | 0 | 16.79M | $898.94M | +2 | −2 |
| Q4 2024 | 14 | -2 | 12.56M | $985.04M | +1 | −3 |
| Q3 2024 | 15 | 0 | 10.95M | $674.05M | +1 | −1 |
| Q2 2024 | 15 | n/a | 12.15M | $604.72M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 2.78M | -2.6% | $171.21M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Arrowstreet Capital ✦ | 2.06M | +23.8% | $126.54M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Norges Bank ✦ (passive) | 1.82M | -20.8% | $112.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 1.26M | +87.8% | $77.51M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Fisher Asset Management ✦ | 780.88K | +95.7% | $48.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Two Sigma Investments ✦ | 597.69K | -4.2% | $36.79M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 7 | Millennium Management ✦ | 574.70K | -16.7% | $35.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Berkshire Hathaway ✦ | 433.56K | 0.0% | $26.69M | 0.0% | Held | 2 | SEC ↗ |
| 9 | D. E. Shaw & Co. ✦ | 257.91K | +55.8% | $15.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Renaissance Technologies ✦ | 115.69K | +86.9% | $7.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 109.73K | -42.3% | $6.71M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | T. Rowe Price ✦ | 108.49K | +0.6% | $6.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Bridgewater Associates ✦ | 29.49K | +10.3% | $1.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Gotham Asset Management ✦ | 21.75K | +2.1% | $1.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Point72 Asset Management ✦ | 2.00K | New | $123,038 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Point72 Asset Management | $123,038 | 0.0% |
Exited
| Marshall Wace | $96.89M | was 0.1% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 549 holders, 138.87M shares, $5.72B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.