MORGAN STANLEY

Position in JEF — Jefferies Financial Group Inc.

CIK 895421 NEW YORK, NY

Back to JEF Full portfolio

Position in JEF

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$144,844,284

+$28,742,538 QoQ

Shares Held

2,898,045

+3.0% QoQ

Ownership

1.26%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#11

of 581 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Common Shares in JEF Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $16,538,629,974 across 78 Capital Markets names. JEF ranks #17 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	7,030,974	$7,110,916,164
2	SCHW	Schwab Charles Corp	22,793,553	$2,103,161,122
3	MS	Morgan Stanley	6,085,858	$1,272,187,752
4	HOOD	Robinhood Markets, Inc.	10,105,436	$1,013,373,115
5	CRCL	Circle Internet Group, Inc.	8,315,961	$520,828,628
6	IBKR	Interactive Brokers Group, Inc.	5,146,242	$447,928,898
7	HUT	Hut 8 Corp.	3,320,981	$383,390,646
8	IREN	IREN Ltd	7,257,285	$331,875,639

All Filings in JEF

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$144,844,284	2,898,045	+3.0%	Shares	Defined	2026-08-13
2026-03-31	$116,101,746	2,813,224	+11.4%	Shares	Defined	2026-05-15
2025-12-31	$156,453,733	2,524,669	-9.3%	Shares	Defined	2026-05-27
2025-09-30	$182,010,406	2,782,183	-3.4%	Shares	Defined	2026-05-27
2025-06-30	$157,523,327	2,880,295	+23.1%	Shares	Defined	2025-08-15
2025-03-31	$125,317,419	2,339,321	-15.5%	Shares	Defined	2025-05-15
2024-12-31	$217,141,262	2,769,659	+44.5%	Shares	Defined	2025-05-15
2024-09-30	$117,935,580	1,916,094	+12.4%	Shares	Defined	2025-05-14
2024-06-30	$84,860,450	1,705,395	-6.4%	Shares	Defined	2025-05-14
2024-03-31	$80,368,454	1,822,414	+24.4%	Shares	Defined	2024-10-17
2023-12-31	$59,212,564	1,465,295	+7.3%	Shares	Defined	2024-08-16
2023-09-30	$50,004,304	1,365,119	+6.5%	Shares	Defined	2023-11-15
2023-06-30	$42,532,228	1,282,250	-20.3%	Shares	Defined	2023-08-14
2023-03-31	$51,056,768	1,608,594	+21.2%	Shares	Defined	2023-05-15
2022-12-31	$45,500,776	1,327,326	+26.3%	Shares	Defined	2023-02-14
2022-09-30	$30,996,998	1,050,745	-13.4%	Shares	Defined	2022-11-14
2022-06-30	$33,513,749	1,213,385	+35.1%	Shares	Defined	2022-10-27
2022-03-31	$29,503,480	898,126	+43.1%	Shares	Defined	2022-10-27
2021-12-31	$24,359,768	627,829	+2.3%	Shares	Defined	2022-02-14
2021-09-30	$22,790,332	613,799	-15.8%	Shares	Defined	2021-11-15
2021-06-30	$24,938,683	729,201	-61.6%	Shares	Defined	2021-08-23
2021-03-31	$57,231,794	1,901,388	+212.4%	Shares	Defined	2021-05-17
2020-12-31	$14,974,925	608,736	+73.5%	Shares	Defined	2021-02-16
2020-09-30	$6,315,759	350,876	-62.1%	Shares	Defined	2020-11-13
2020-06-30	$14,382,623	924,925	+178.2%	Shares	Defined	2020-08-14
2020-03-31	$4,545,096	332,488	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.