NEUBERGER BERMAN GROUP LLC
Position in JEF — Jefferies Financial Group Inc.
CIK 1465109
NEW YORK, NY
Position in JEF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,473,360
+$572,478 QoQ
Shares Held
29,479
+35.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#209
of 581 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026NEUBERGER BERMAN GROUP LLC holds $2,323,492,367 across 34 Capital Markets names. JEF ranks #19 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,597,715 | $543,026,342 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
4,601,941 | $400,552,944 | |
| 3 | GS |
Goldman Sachs Group Inc
|
368,372 | $372,560,389 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
2,880,809 | $288,887,526 | |
| 5 | SCHW |
Schwab Charles Corp
|
2,557,515 | $235,981,908 | |
| 6 | MKTX |
Marketaxess Holdings Inc
|
1,229,929 | $139,584,641 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
992,787 | $133,162,520 | |
| 8 | TW |
Tradeweb Markets Inc.
|
455,906 | $45,435,591 |
All Filings in JEF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,473,360 | 29,479 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $900,882 | 21,829 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,660,734 | 26,799 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,730,751 | 26,456 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,444,034 | 26,404 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $1,206,342 | 22,519 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $42,640,035 | 543,878 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $33,824,310 | 549,542 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $37,035,074 | 744,274 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $19,036,779 | 431,673 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $12,710,197 | 314,531 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $1,416,958 | 38,683 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,340,134 | 40,402 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,337,428 | 42,137 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,518,468 | 44,296 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,309,358 | 44,385 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $795,761 | 28,811 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $874,369 | 26,617 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $1,195,583 | 30,814 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $901,367 | 24,276 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $919,741 | 26,893 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,177,632 | 39,124 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $452,788 | 18,406 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $342,503 | 19,028 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $295,450 | 19,000 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $266,235 | 19,476 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||