Position in JEF
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$16,477,457
-$5,209,437 QoQ
Shares Held
399,260
+14.1% QoQ
Ownership
0.195%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 81.24405149526625.ToString("F0")%
None 18.75594850473376.ToString("F0")%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Invesco Ltd. holds $7,826,316,872 across 48 Capital Markets names. JEF ranks #28 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,633,486 | $2,227,902,810 | |
| 2 | SCHW |
Schwab Charles Corp
|
16,956,980 | $1,593,616,969 | |
| 3 | MS |
Morgan Stanley
|
7,846,458 | $1,291,291,585 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
9,647,168 | $647,035,553 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
7,392,374 | $512,291,512 | |
| 6 | EVR |
Evercore Inc.
|
1,424,686 | $425,283,013 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
349,011 | $104,992,973 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
474,774 | $68,187,038 |
All Filings in JEF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,477,457 | 399,260 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $21,686,894 | 349,958 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $32,599,503 | 498,311 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $85,417,847 | 1,561,855 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $111,629,590 | 2,083,808 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $415,031,328 | 5,293,767 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $256,443,884 | 4,166,432 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $99,830,350 | 2,006,237 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $99,247,267 | 2,250,505 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $86,243,219 | 2,134,205 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $47,282,365 | 1,290,810 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $21,366,253 | 644,144 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $21,750,784 | 685,280 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $31,471,165 | 960,292 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $19,621,038 | 695,715 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $33,909,283 | 1,284,180 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $34,949,841 | 1,112,861 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $59,859,214 | 1,613,730 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $58,880,883 | 1,658,752 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $50,718,915 | 1,551,227 | Shares | Defined | 2021-08-17 | |
| 2021-03-31 | $35,306,965 | 1,226,946 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $17,041,075 | 724,591 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $10,392,960 | 603,947 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $10,572,558 | 711,181 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $7,560,063 | 578,482 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||