SEC 13F Intelligence

Barrow Hanley Mewhinney & Strauss LLC / JEF

Barrow Hanley Mewhinney & Strauss LLC’s Jefferies Financial Group In Position

Does Barrow Hanley Mewhinney & Strauss LLC own Jefferies Financial Group In (JEF)? Yes — 4.95M shares worth $204M (+0.67% of its 13F portfolio) as of Q1 2026, up from 1.76M shares the prior filed quarter.

Position Value
$204M
Q1 2026
Shares
4.95M
% of Portfolio
+0.67%
Quarters Held
30
currently held

Position History JEF

Reported value by quarter
Q4 ’18: $180MQ4 ’18Q1 ’19: $197MQ2 ’19: $181MQ3 ’19: $151MQ4 ’19: $104MQ4 ’19Q1 ’20: $76MQ2 ’20: $151MQ3 ’20: $174MQ4 ’20: $111MQ4 ’20Q1 ’21: $133MQ2 ’21: $147MQ3 ’21: $159MQ4 ’21: $133MQ4 ’21Q1 ’22: $112MQ2 ’22: $78MQ3 ’22: $82MQ4 ’22: $84MQ4 ’22Q1 ’23: $96MQ2 ’23: $99MQ3 ’23: $108MQ4 ’23: $122MQ4 ’23Q1 ’24: $133MQ2 ’24: $169MQ3 ’24: $150MQ4 ’24: $161MQ4 ’24Q1 ’25: $106MQ2 ’25: $109MQ3 ’25: $131MQ4 ’25: $109MQ4 ’25Q1 ’26: $204Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20264.95M$204M+0.67%
Q4 20251.76M$109M+0.36%
Q3 20251.99M$131M+0.42%
Q2 20251.99M$109M+0.37%
Q1 20251.97M$106M+0.38%
Q4 20242.05M$161M+0.55%
Q3 20242.43M$150M+0.49%
Q2 20243.40M$169M+0.58%
Q1 20243.01M$133M+0.45%
Q4 20233.02M$122M+0.43%
Q3 20232.95M$108M+0.41%
Q2 20232.98M$99M+0.37%
Q1 20233.02M$96M+0.37%
Q4 20222.46M$84M+0.32%
Q3 20222.77M$82M+0.34%
Q2 20222.82M$78M+0.29%
Q1 20223.39M$112M+0.36%
Q4 20213.44M$133M+0.42%
Q3 20214.27M$159M+0.53%
Q2 20214.30M$147M+0.47%
Q1 20214.41M$133M+0.42%
Q4 20204.52M$111M+0.38%
Q3 20209.68M$174M+0.67%
Q2 20209.72M$151M+0.59%
Q1 20205.54M$76M+0.35%
Q4 20194.88M$104M+0.33%
Q3 20198.18M$151M+0.30%
Q2 20199.42M$181M+0.33%
Q1 201910.50M$197M+0.36%
Q4 201810.36M$180M+0.35%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Barrow Hanley Mewhinney & Strauss LLC’s full portfolio or all institutional holders of JEF.