Jefferies Group LLC

13F holders, Q1 2024 (March 31)
4holders
$44.10avg. 13F price*

At the end of Q1 2024, 4 institutions reported holding Jefferies Group LLC in their 13F filings. The largest holders were West Oak Capital, LLC ($40.5M), Ferguson Wellman Capital Management, Inc. ($1.2M) and Byrne Asset Management LLC ($42K).

Company
Jefferies Group LLC
CUSIP
472319102
Latest filing quarter
Q2 2026

History

Number of 13F holders

01234 Q1 2024: 4Q1 2024Q2 2024: 4Q2 2024Q3 2024: 4Q3 2024Q4 2024: 4Q4 2024Q1 2025: 3Q1 2025Q2 2025: 3Q2 2025Q3 2025: 2Q3 2025Q4 2025: 2Q4 2025Q1 2026: 2Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q1 2024

No earlier quarter to compare with.

Ownership 4 holders

West Oak Capital, LLC 17.24% No change 918,881 $40.5M
Ferguson Wellman Capital Management, Inc. 0.02% No change 26,167 $1.2M
Byrne Asset Management LLC 0.03% No change 950 $42K
Huntington National Bank 0.00% No change 1 $22

"% of holder's portfolio" is JEFFERIES GROUP LLC's weight in each manager's 13F, not the share of Jefferies Group LLC the manager owns.