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JEF · V in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

JEFV
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • JEF
  • V
0204060202120222023202420252026
Holders and value by quarter
QuarterJEFV
Q3 20204 holders, $300m55 holders, $62.2bn
Q4 20207 holders, $431m52 holders, $67.1bn
Q1 202111 holders, $240m58 holders, $64.5bn
Q2 202111 holders, $439m52 holders, $69.3bn
Q3 20219 holders, $302m56 holders, $63.6bn
Q4 20219 holders, $398m47 holders, $58.0bn
Q1 20227 holders, $279m59 holders, $61.8bn
Q2 20226 holders, $197m57 holders, $55.2bn
Q3 20229 holders, $221m57 holders, $50.7bn
Q4 20229 holders, $252m54 holders, $59.4bn
Q1 202312 holders, $271m55 holders, $64.0bn
Q2 20237 holders, $290m54 holders, $65.2bn
Q3 20237 holders, $282m55 holders, $61.5bn
Q4 20237 holders, $287m48 holders, $68.6bn
Q1 20248 holders, $310m50 holders, $73.1bn
Q2 202410 holders, $467m45 holders, $69.5bn
Q3 202412 holders, $493m47 holders, $70.5bn
Q4 202412 holders, $1.3bn48 holders, $77.6bn
Q1 202514 holders, $717m43 holders, $83.5bn
Q2 202511 holders, $713m45 holders, $83.4bn
Q3 202511 holders, $836m48 holders, $82.8bn
Q4 202510 holders, $717m49 holders, $86.0bn
Q1 202611 holders, $840m49 holders, $73.3bn
Q2 202611 holders, $1.1bn52 holders, $81.9bn
JEF

Jefferies Financial Group In

Holders
8
Reported value
$310m
Buyers
4
Sellers
3

Breadth +1 among 93 comparable managers.

Other financial servicesFinancial services · L3VLUP
V

Visa Inc

Holders
50
Reported value
$73.1bn
Buyers
17
Sellers
31

Breadth -14 among 93 comparable managers.

Business and payment servicesFinancial services · L3VLUP

Who holds both, Q1 2024

Among the 50 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only JEF (0)

None.

Only V (42)

Acadian Asset Management LLC, Akre Capital Management LLC, AQR Capital Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, and 17 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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