STATE OF WISCONSIN INVESTMENT BOARD
Position in JEF — Jefferies Financial Group Inc.
CIK 854157
MADISON, WI
Position in JEF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,066,812
-$1,486,493 QoQ
Shares Held
219,695
+29.0% QoQ
Ownership
0.107%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026STATE OF WISCONSIN INVESTMENT BOARD holds $515,439,028 across 33 Capital Markets names. JEF ranks #9 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
161,721 | $136,814,348 | |
| 2 | MS |
Morgan Stanley
|
687,619 | $113,161,458 | |
| 3 | SCHW |
Schwab Charles Corp
|
930,463 | $87,444,912 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
402,000 | $27,858,600 | |
| 5 | SF |
Stifel Financial Corp
|
262,517 | $19,405,256 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
288,573 | $19,354,591 | |
| 7 | EVR |
Evercore Inc.
|
56,997 | $17,014,174 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
55,553 | $16,712,008 |
All Filings in JEF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $6,432,684 | 196,283 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,883,506 | 208,615 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,841,772 | 221,234 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,903,116 | 187,965 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $987,063 | 26,610 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $980,429 | 27,620 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $860,918 | 26,331 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $814,916 | 28,319 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $656,416 | 27,911 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $526,422 | 30,591 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $776,327 | 52,221 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,613,643 | 123,473 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||