Rockefeller Capital Management L.P.
Position in JEF — Jefferies Financial Group Inc.
CIK 1739439
NEW YORK, NY
Position in JEF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$292,531
+$97,036 QoQ
Shares Held
5,853
+23.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#377
of 581 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Rockefeller Capital Management L.P. holds $538,092,195 across 42 Capital Markets names. JEF ranks #25 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
206,151 | $208,494,934 | |
| 2 | MS |
Morgan Stanley
|
427,632 | $89,392,191 | |
| 3 | EVR |
Evercore Inc.
|
170,140 | $58,092,599 | |
| 4 | SNEX |
StoneX Group Inc.
|
718,330 | $56,748,108 | |
| 5 | SCHW |
Schwab Charles Corp
|
319,236 | $29,455,903 | |
| 6 | PJT |
PJT Partners Inc.
|
130,859 | $19,751,854 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
287,407 | $18,000,299 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
141,159 | $14,155,423 |
All Filings in JEF
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,531 | 5,853 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $195,495 | 4,737 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $263,806 | 4,257 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $177,680 | 2,716 | Shares | Defined | 2025-11-14 | |
| 2024-12-31 | $3,005,699 | 38,338 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,373,059 | 38,555 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,299,432 | 26,114 | Shares | Defined | 2024-08-12 | |
| 2022-12-31 | $10,901 | 318 | Shares | Defined | 2023-03-06 | |
| 2022-09-30 | $9,351 | 317 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $9,915 | 359 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $11,694 | 356 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $12,648 | 326 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $14,146 | 381 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $11,149 | 326 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $22,213 | 738 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $20,491 | 833 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $13,265 | 737 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $10,698 | 688 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $8,871 | 649 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||