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Security record · archived quarter

JEF

Jefferies Financial Group Inc. · Financial Services · Financial - Capital Markets

44.79 -1.9% mkt cap $8.47B quote delayed (FMP) · as of Oct 23 22:08 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
129Tracked holders
0Δ holders
103.22MShares held
$6.41BReported value
+2New positions
−1Exits
Stable Conviction score 50/100 5 quarters of rising tracked shares ●●●●●○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -4.9% · net new positions +0.8% · formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 16.35M +5.2% $1.01B 0.0% ▲ Add 3 SEC ↗ ×20
2 The Vanguard Group ✦ (passive) 14.73M -0.9% $913.10M 0.0% ▼ Trim 3 SEC ↗ ×5
3 Allspring Global Investments… 7.15M n/a $453.92M 0.7% n/c 1 SEC ↗ ×3
4 Alliancebernstein L.P. 5.58M n/a $345.59M 0.1% n/c 1 SEC ↗
5 State Street Global Advisors ✦ (passive) 4.76M -1.4% $295.08M 0.0% ▼ Trim 5 SEC ↗
6 Alyeska Investment Group, L.P. 3.97M n/a $246.17M 0.7% n/c 1 SEC ↗
7 AQR Capital Management ✦ 3.41M +696.8% $211.46M 0.1% ▲ Add 7 SEC ↗ ×6
8 Geode Capital Management ✦ (passive) 2.94M +0.8% $182.39M 0.0% ▲ Add 7 SEC ↗ ×2
9 Dimensional Fund Advisors Lp 2.61M n/a $161.60M 0.0% n/c 1 SEC ↗ ×5
10 Morgan Stanley ✦ 2.52M -9.3% $156.45M 0.0% ▼ Trim 2 SEC ↗ ×11
11 Norges Bank ✦ (passive) 2.35M New $145.58M 0.0% New 1 SEC ↗
12 Fisher Asset Management ✦ 2.12M 0.0% $131.09M 0.0% ▼ Trim 7 SEC ↗
13 JPMorgan Chase ✦ 1.96M -80.3% $121.45M 0.0% ▼ Trim 2 SEC ↗ ×8
14 Goldman Sachs Group ✦ 1.76M -3.6% $109.18M 0.0% ▼ Trim 2 SEC ↗ ×2
15 Bank Of America Corp /De/ 1.72M n/a $106.78M 0.0% n/c 1 SEC ↗ ×8
16 Fidelity (FMR) ✦ 1.56M +4.1% $96.69M 0.0% ▲ Add 3 SEC ↗ ×5
17 Citadel Advisors ✦ 1.47M +408.1% $91.00M 0.1% ▲ Add 7 SEC ↗ ×2
18 Barclays Plc 1.43M n/a $88.88M 0.0% n/c 1 SEC ↗ ×2
19 Bank of New York Mellon Corp 1.43M n/a $88.52M 0.0% n/c 1 SEC ↗ ×14
20 Northern Trust Corp 1.42M n/a $87.82M 0.0% n/c 1 SEC ↗ ×6
21 Charles Schwab Investment… 1.17M n/a $72.73M 0.0% n/c 1 SEC ↗
22 D. E. Shaw & Co. ✦ 1.11M +1246.1% $68.61M 0.1% ▲ Add 3 SEC ↗ ×2
23 UBS Group AG 991.82K n/a $61.46M 0.0% n/c 1 SEC ↗ ×5
24 Sei Investments Co 982.40K n/a $60.88M 0.1% n/c 1 SEC ↗ ×2
25 Federated Hermes, Inc. 968.55K n/a $60.02M 0.1% n/c 1 SEC ↗ ×3
26 Deutsche Bank Ag\ 954.29K n/a $59.14M 0.0% n/c 1 SEC ↗ ×5
27 Nuveen, LLC 932.36K n/a $57.78M 0.0% n/c 1 SEC ↗ ×3
28 Victory Capital Management Inc 698.49K n/a $43.29M 0.0% n/c 1 SEC ↗
29 Marshall Wace ✦ 678.55K -13.8% $42.05M 0.0% ▼ Trim 5 SEC ↗ ×3
30 First Trust Advisors Lp 605.32K n/a $37.51M 0.0% n/c 1 SEC ↗
31 Bamco Inc /Ny/ 596.53K n/a $36.97M 0.1% n/c 1 SEC ↗
32 Russell Investments Group, Ltd. 500.96K n/a $31.04M 0.0% n/c 1 SEC ↗ ×13
33 Berkshire Hathaway ✦ 433.56K 0.0% $26.87M 0.0% Held 7 SEC ↗
34 Balyasny Asset Management L.P. 427.37K n/a $26.48M 0.1% n/c 1 SEC ↗
35 Rhumbline Advisers 424.33K n/a $26.30M 0.0% n/c 1 SEC ↗
36 UBS AM, a distinct business unit of… 411.18K n/a $25.48M 0.0% n/c 1 SEC ↗ ×10
37 Quantinno Capital Management LP 379.12K n/a $23.49M 0.0% n/c 1 SEC ↗
38 Principal Financial Group Inc 363.35K n/a $22.52M 0.0% n/c 1 SEC ↗ ×3
39 Invesco Ltd. 349.96K n/a $21.69M 0.0% n/c 1 SEC ↗ ×6
40 Loomis Sayles & Co L P 349.78K n/a $21.68M 0.0% n/c 1 SEC ↗ ×2
41 Captrust Financial Advisors 348.33K n/a $21.59M 0.0% n/c 1 SEC ↗
42 Peak6 Llc 339.46K n/a $21.04M 0.3% n/c 1 SEC ↗ ×2
43 Ameriprise Financial Inc 335.47K n/a $20.79M 0.0% n/c 1 SEC ↗ ×3
44 LPL Financial LLC 325.09K n/a $20.15M 0.0% n/c 1 SEC ↗
45 Swiss National Bank 305.00K n/a $18.90M 0.0% n/c 1 SEC ↗
46 Cerity Partners LLC 282.93K n/a $17.53M 0.0% n/c 1 SEC ↗ ×3
47 California Public Employees… 282.89K n/a $17.53M 0.0% n/c 1 SEC ↗
48 Squarepoint Ops LLC 271.57K n/a $16.83M 0.0% n/c 1 SEC ↗
49 Ensign Peak Advisors, Inc 261.25K n/a $16.19M 0.0% n/c 1 SEC ↗
50 Legal & General Group Plc 258.36K n/a $16.01M 0.0% n/c 1 SEC ↗ ×3
51 Two Sigma Investments ✦ 231.54K -84.1% $14.35M 0.0% ▼ Trim 7 SEC ↗
52 Tudor Investment Corp Et Al 202.00K n/a $12.52M 0.1% n/c 1 SEC ↗
53 Wells Fargo & Company/Mn 196.33K n/a $12.17M 0.0% n/c 1 SEC ↗ ×4
54 First Manhattan Co. Llc. 193.64K n/a $12.00M 0.0% n/c 1 SEC ↗
55 Millennium Management ✦ 188.16K -87.7% $11.66M 0.0% ▼ Trim 7 SEC ↗
56 Mercer Global Advisors Inc /Adv 185.79K n/a $11.51M 0.0% n/c 1 SEC ↗
57 Focus Partners Wealth 182.50K n/a $11.31M 0.0% n/c 1 SEC ↗
58 State Of Wisconsin Investment Board 170.30K n/a $10.55M 0.0% n/c 1 SEC ↗
59 Man Group plc 166.59K n/a $10.32M 0.0% n/c 1 SEC ↗ ×2
60 Wealth Enhancement Advisory… 147.89K n/a $9.85M 0.0% n/c 1 SEC ↗
61 State Board Of Administration Of… 155.16K n/a $9.62M 0.0% n/c 1 SEC ↗
62 American Century Companies Inc 155.05K n/a $9.61M 0.0% n/c 1 SEC ↗
63 Mariner, LLC 148.96K n/a $9.24M 0.0% n/c 1 SEC ↗
64 California State Teachers… 146.67K n/a $9.09M 0.0% n/c 1 SEC ↗
65 Royal Bank Of Canada 135.87K n/a $8.42M 0.0% n/c 1 SEC ↗ ×9
66 T. Rowe Price ✦ 134.38K +5.8% $8.33M 0.0% ▲ Add 7 SEC ↗
67 Assenagon Asset Management S.A. 130.25K n/a $8.07M 0.0% n/c 1 SEC ↗
68 Hrt Financial Lp 128.51K n/a $7.96M 0.0% n/c 1 SEC ↗
69 Franklin Resources Inc 128.01K n/a $7.93M 0.0% n/c 1 SEC ↗ ×6
70 Envestnet Asset Management Inc 124.02K n/a $7.69M 0.0% n/c 1 SEC ↗
71 Manufacturers Life Insurance… 122.38K n/a $7.58M 0.0% n/c 1 SEC ↗
72 Boston Partners 118.75K n/a $7.36M 0.0% n/c 1 SEC ↗ ×3
73 Amundi 108.84K n/a $6.75M 0.0% n/c 1 SEC ↗
74 Cwm, Llc 108.74K n/a $6.74M 0.0% n/c 1 SEC ↗
75 Qube Research & Technologies Ltd 108.67K n/a $6.73M 0.0% n/c 1 SEC ↗
76 Allianz Asset Management GmbH 92.53K n/a $5.73M 0.0% n/c 1 SEC ↗ ×2
77 Corient Private Wealth LP 90.24K n/a $5.59M 0.0% n/c 1 SEC ↗ ×5
78 Creative Planning 87.26K n/a $5.41M 0.0% n/c 1 SEC ↗
79 Prudential Financial Inc 76.73K n/a $4.81M 0.0% n/c 1 SEC ↗ ×2
80 Citigroup Inc 74.63K n/a $4.63M 0.0% n/c 1 SEC ↗ ×3
81 Pnc Financial Services Group, Inc. 74.16K n/a $4.60M 0.0% n/c 1 SEC ↗ ×4
82 Connor, Clark & Lunn Investment… 73.22K n/a $4.54M 0.0% n/c 1 SEC ↗
83 Raymond James Financial Inc 72.64K n/a $4.50M 0.0% n/c 1 SEC ↗ ×3
84 New York State Common Retirement… 70.84K n/a $4.39M 0.0% n/c 1 SEC ↗
85 Universal- Beteiligungs- und… 66.87K n/a $4.17M 0.0% n/c 1 SEC ↗
86 Janus Henderson Group Plc 67.01K n/a $4.15M 0.0% n/c 1 SEC ↗
87 Stifel Financial Corp 59.15K n/a $3.67M 0.0% n/c 1 SEC ↗ ×2
88 Voya Investment Management Llc 57.99K n/a $3.59M 0.0% n/c 1 SEC ↗
89 Cetera Investment Advisers 52.56K n/a $3.26M 0.0% n/c 1 SEC ↗
90 Jane Street Group, Llc 49.80K n/a $3.09M 0.0% n/c 1 SEC ↗ ×3
91 Osaic Holdings, Inc. 49.40K n/a $3.06M 0.0% n/c 1 SEC ↗ ×4
92 Zurcher Kantonalbank (Zurich… 48.27K n/a $2.99M 0.0% n/c 1 SEC ↗
93 Caisse De Depot Et Placement Du… 45.37K n/a $2.81M 0.0% n/c 1 SEC ↗
94 Credit Agricole S A 45.00K n/a $2.79M 0.0% n/c 1 SEC ↗
95 Commonwealth Equity Services, Llc 41.15K n/a $2.55M 0.0% n/c 1 SEC ↗
96 Walleye Trading LLC 40.00K n/a $2.48M 0.0% n/c 1 SEC ↗
97 IMC-Chicago, LLC 39.34K n/a $2.44M 0.0% n/c 1 SEC ↗
98 HighTower Advisors, LLC 37.00K n/a $2.29M 0.0% n/c 1 SEC ↗
99 Bnp Paribas Financial Markets 35.05K n/a $2.17M 0.0% n/c 1 SEC ↗
100 Us Bancorp \De\ 28.58K n/a $1.77M 0.0% n/c 1 SEC ↗ ×4

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Norges Bank $145.58M 0.0%

Exited

Point72 Asset Management $12.20M was 0.0%

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.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API