MHI
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Miller Howard Investments’s Jefferies Financial Group JEF Stock Holding History

Miller Howard Investments’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 		$489K Sell
11,843
-16,765
-59% -$870K 0.01% 127
2025
Q4 		$1.77M Sell
28,608
-493,686
-95% -$28.3M 0.05% 112
2025
Q3 		$34.2M Buy
522,294
+1,254
+0.2% +$76.5K 1.04% 45
2025
Q2 		$28.5M Buy
521,040
+690
+0.1% +$34.2K 0.9% 47
2025
Q1 		$27.9M Sell
520,350
-797,841
-61% -$54.2M 0.89% 51
2024
Q4 		$103M Sell
1,318,191
-19,291
-1% -$1.39M 3.4% 3
2024
Q3 		$82.3M Sell
1,337,482
-23,132
-2% -$1.31M 2.54% 7
2024
Q2 		$67.7M Sell
1,360,614
-22,509
-2% -$1.01M 2.25% 10
2024
Q1 		$61M Sell
1,383,123
-18,021
-1% -$751K 2% 17
2023
Q4 		$56.6M Sell
1,401,144
-20,743
-1% -$734K 1.97% 18
2023
Q3 		$52.1M Sell
1,421,887
-5,801
-0.4% -$208K 1.91% 20
2023
Q2 		$47.4M Buy
1,427,688
+3,135
+0.2% +$97.8K 1.69% 25
2023
Q1 		$45.2M Sell
1,424,553
-43,186
-3% -$1.56M 1.64% 27
2022
Q4 		$48.1M Sell
1,467,739
-11,245
-0.8% -$374K 1.74% 24
2022
Q3 		$41.7M Buy
1,478,984
+6,059
+0.4% +$183K 1.71% 25
2022
Q2 		$38.9M Sell
1,472,925
-4,852
-0.3% -$143K 1.5% 27
2022
Q1 		$46.4M Sell
1,477,777
-118,877
-7% -$4.04M 1.63% 23
2021
Q4 		$59.2M Buy
1,596,654
+16,579
+1% +$638K 2.19% 15
2021
Q3 		$56.1M Sell
1,580,075
-5,929
-0.4% -$198K 2.32% 13
2021
Q2 		$51.9M Sell
1,586,004
-31
-0% -$946 2.08% 17
2021
Q1 		$45.6M Buy
+1,586,035
New +$43.2M 1.92% 18

Other funds holding JEF

BlackRock
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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Miller Howard Investments's JEF Position: Q1 2026 in Review

Miller Howard Investments reduced its Jefferies Financial Group (JEF) stake by 59% in Q1 2026, selling an estimated $870K and leaving 11,843 shares worth $489K. The position accounts for 0.01% of the portfolio, ranked #127.

Miller Howard Investments first reported a position in JEF in Q1 2021 and has held it in 21 quarters since. The position peaked at $103M in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Miller Howard Investments held 11,843 shares of Jefferies Financial Group worth $489K as of Q1 2026.
  • Miller Howard Investments sold 16,765 Jefferies Financial Group shares in Q1 2026, an estimated $870K.
  • Jefferies Financial Group made up 0.01% of Miller Howard Investments's portfolio in Q1 2026, its #127 holding.
  • Miller Howard Investments first reported a position in Jefferies Financial Group in Q1 2021 and has held it in 21 quarters since.
  • Miller Howard Investments's Jefferies Financial Group position peaked at $103M in Q4 2024.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Miller Howard Investments's 13F filing for Q1 2026, filed 20 Apr 2026.