Millennium Management’s Jefferies Financial Group JEF Stock Holding History

Millennium Management’s Portfolio JEF Stock Details JEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$66M	Buy	1,600,400 +1,587,100	+11,933%	+$82.4M	0.03%	667
2025 Q4	$824K	Sell	13,300 -1,400	-10%	-$80.3K	﹤0.01%	4616
2025 Q3	$962K	Sell	14,700 -900	-6%	-$54.9K	﹤0.01%	4659
2025 Q2	$853K	Buy	+15,600	New	+$772K	﹤0.01%	4526
2025 Q1	–	Sell	-3,100	Closed	-$243K	–	6142
2024 Q4	$243K	Sell	3,100 -2,200	-42%	-$158K	﹤0.01%	5194
2024 Q3	$326K	Buy	+5,300	New	+$301K	﹤0.01%	5146
2021 Q2	–	Sell	-130,750	Closed	-$3.76M	–	6792
2021 Q1	$3.76M	Buy	+130,750	New	+$3.56M	﹤0.01%	2894
2019 Q2	–	Sell	-223,426	Closed	-$3.76M	–	4255
2019 Q1	$3.76M	Buy	+223,426	New	+$3.94M	0.01%	1956
2017 Q3	–	Sell	-1,117,128	Closed	-$26.2M	–	3692
2017 Q2	$26.2M	Buy	+1,117,128	New	+$25.4M	0.05%	559
2013 Q3	–	Sell	-22,789	Closed	-$535K	–	3444
2013 Q2	$535K	Buy	+22,789	New	+$599K	﹤0.01%	2301

Other funds holding JEF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management's JEF Position: Q1 2026 in Review

Millennium Management increased its Jefferies Financial Group (JEF) stake by 440% in Q1 2026, buying an estimated $43M and bringing the position to 1,016,804 shares worth $42M. The position accounts for 0.02% of the portfolio, ranked #958.

Millennium Management first reported a position in JEF in Q2 2013 and has held it in 48 quarters since. The position peaked at $100M in Q3 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

Millennium Management held 1,016,804 shares of Jefferies Financial Group worth $42M as of Q1 2026.
Millennium Management bought 828,642 Jefferies Financial Group shares in Q1 2026, an estimated $43M.
Jefferies Financial Group made up 0.02% of Millennium Management's portfolio in Q1 2026, its #958 holding.
Millennium Management first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 48 quarters since.
Millennium Management's Jefferies Financial Group position peaked at $100M in Q3 2025.
556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Millennium Management's 13F filing for Q1 2026, filed 15 May 2026.