STATE OF WISCONSIN INVESTMENT BOARD
Position in JEF — Jefferies Financial Group Inc.
CIK 854157
MADISON, WI
Position in JEF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,250,198
+$2,183,386 QoQ
Shares Held
225,094
+2.5% QoQ
Ownership
0.098%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#75
of 581 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026STATE OF WISCONSIN INVESTMENT BOARD holds $595,399,083 across 35 Capital Markets names. JEF ranks #9 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
157,357 | $159,146,149 | |
| 2 | MS |
Morgan Stanley
|
635,124 | $132,766,320 | |
| 3 | SCHW |
Schwab Charles Corp
|
892,865 | $82,384,653 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
401,312 | $40,243,567 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
254,223 | $22,127,569 | |
| 6 | EVR |
Evercore Inc.
|
52,315 | $17,862,433 | |
| 7 | SF |
Stifel Financial Corp
|
247,132 | $17,242,399 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
50,496 | $14,223,713 |
All Filings in JEF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,250,198 | 225,094 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,066,812 | 219,695 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,553,305 | 170,297 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,926,156 | 121,158 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,627,388 | 121,181 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,812,871 | 127,177 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,993,334 | 127,466 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,389,942 | 136,311 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,820,453 | 137,067 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,286,058 | 142,541 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,487,300 | 160,537 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $5,857,759 | 159,917 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,527,780 | 166,650 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,598,332 | 176,381 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,728,588 | 196,283 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,154,147 | 208,615 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,110,493 | 221,234 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $6,174,659 | 187,965 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,032,468 | 26,610 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,025,529 | 27,620 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $900,520 | 26,331 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $852,402 | 28,319 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $686,611 | 27,911 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $550,637 | 30,591 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $812,038 | 52,221 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,687,871 | 123,473 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||