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
Q2 		$500K Sell
10,005
-1,838
-16% -$94.8K 0.01% 129
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 $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Miller Howard Investments's JEF Position: Q2 2026 in Review

Miller Howard Investments reduced its Jefferies Financial Group (JEF) stake by 16% in Q2 2026, selling an estimated $94.8K and leaving 10,005 shares worth $500K. The position accounts for 0.01% of the portfolio, ranked #129.

Miller Howard Investments first reported a position in JEF in Q1 2021 and has held it in 22 quarters since. The position peaked at $103M in Q4 2024. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Miller Howard Investments held 10,005 shares of Jefferies Financial Group worth $500K as of Q2 2026.
  • Miller Howard Investments sold 1,838 Jefferies Financial Group shares in Q2 2026, an estimated $94.8K.
  • Jefferies Financial Group made up 0.01% of Miller Howard Investments's portfolio in Q2 2026, its #129 holding.
  • Miller Howard Investments first reported a position in Jefferies Financial Group in Q1 2021 and has held it in 22 quarters since.
  • Miller Howard Investments's Jefferies Financial Group position peaked at $103M in Q4 2024.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Miller Howard Investments's 13F filing for Q2 2026, filed 31 Jul 2026.