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	–	Sell	-8,200	Closed	-$508K	–	6040
2025 Q4	$508K	Buy	8,200 +1,900	+30%	+$109K	﹤0.01%	4932
2025 Q3	$412K	Buy	+6,300	New	+$384K	﹤0.01%	5190
2025 Q2	–	Sell	-13,000	Closed	-$696K	–	6102
2025 Q1	$696K	Buy	+13,000	New	+$882K	﹤0.01%	4614
2024 Q4	–	Sell	-5,100	Closed	-$314K	–	6209
2024 Q3	$314K	Buy	+5,100	New	+$289K	﹤0.01%	5165
2021 Q3	–	Sell	-83,680	Closed	-$2.74M	–	7024
2021 Q2	$2.74M	Buy	+83,680	New	+$2.55M	﹤0.01%	3565
2021 Q1	–	Sell	-104,600	Closed	-$2.46M	–	6228
2020 Q4	$2.46M	Buy	+104,600	New	+$2.19M	﹤0.01%	3074
2016 Q1	–	Sell	-223,426	Closed	-$3.48M	–	3470
2015 Q4	$3.48M	Buy	+223,426	New	+$3.74M	0.01%	1606
2015 Q2	–	Sell	-224,431	Closed	-$4.48M	–	3583
2015 Q1	$4.48M	Buy	+224,431	New	+$4.64M	0.01%	1473

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.