Follow-The-Filings

Security

JEF

Jefferies Finl Group Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

20 owners 1 new 1 exit max 2.9% (Francis Chou - Chou Assoc...)

grid → activity →
owners 20
rank #236
master % 0.02%
max % 2.9%
tracked value $7.9B
qoq N 1 A 10 R 6 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Francis Chou - Chou Associates Management Inc. 2026 Q1 2.9% Add +2.59 pp 149,237 $6.2B hist
First Pacific Advisors, LP 2026 Q1 1.5% Add -0.61 pp 2,586,501 $107M hist
Steven Check - Check Capital Management INC/CA 2026 Q1 0.8% Add 0.00 pp 680,171 $28M hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q1 0.2% Add +0.09 pp 1,530,228 $63M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Add -0.01 pp 5,282,691 $216M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.1% Add +0.03 pp 2,617,295 $108M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Add -0.01 pp 528,584 $22M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.02 pp 2,349,258 $146M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add +0.01 pp 1,016,804 $42M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Reduce -0.02 pp 564,665 $23M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.02 pp 231,537 $14M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 14,734,593 $913M hist
Warren Buffett - Berkshire Hathaway Inc. 2026 Q1 0.0% — 433,558 $18M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% New 0.0% 208,501 $9M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Add 0.00 pp 35,848 $1M hist
Ancora Advisors LLC 2026 Q1 0.0% Add -0.01 pp 14,094 $582 hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.01 pp 690,855 $29M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 21,381 $882 hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Reduce -0.04 pp 14,807 $611 hist
Natixis Advisors, LLC 2026 Q1 0.0% Reduce 0.00 pp 13,577 $560 hist
Eminence Capital, LP exited 2026 Q1 last 2025 Q4 3.7% Exit -3.74 pp 3,812,615 $236M hist

20 current · 1 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $3.23B $4.86B $5.55B
Gross profit * $3.2B $4.65B $5.36B
Gross margin * 99.1% 95.8% 96.6%
Net income — — —
Net margin — — —

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets — — —
Total non-current assets — — —
Total assets $57.91B $64.36B $76.01B
Total current liabilities — — —
Total non-current liabilities — — —
Total equity $9.71B $10.16B $10.57B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$1.93B — —
Cash from investing -$12.2M $210.31M -$298.81M
Cash from financing $1.06B — —
Net change in cash -$830.8M $3.35B $1.8B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders