Jefferson Capital JCAP Institutional Ownership

NASDAQ JCAP

$20.54 +0.07 (+0.34%)

At close: Sep 18, 2026 · 4:00 PM EDT

Institutions by Trading Activity

114 Institutions

Increased 74 64.9%

Unchanged 16 14.0%

Reduced 24 21.1%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

40.14%

▼-32.68 pp QoQ

Shares Held by Institutions

22.29Mn

of 55.52Mn outstanding

▲+5.29% QoQ

Shares Outstanding

55.52Mn

33.23Mn held outside 13F filers

Institutional Investors

114

filed 13F for Jun 2026

▲+7 vs prior quarter

Net Shares Added (QoQ)

+1.12Mn

accumulated since last quarter

Value of Holdings

$457.74Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Jefferson Capital, Inc. / DE (NASDAQ:JCAP) has 114 institutional investors that have filed 13F reports for the period ending June 2026.

These investors held 40.1% of outstanding shares in June 2026, down from 72.8% in March 2026.
They increased total shares held in JCAP by 5.29% quarter over quarter, and investors in Jefferson Capital increased 111.11% from a year ago.
Activity in JCAP broke down as 74 buyers, 24 sellers, and 16 unchanged among 114 total holders.
The aggregate institutional position in Jefferson Capital amounted to 22.29Mn shares as of June 2026, up by 1.12Mn shares quarter on quarter, and up 13.21Mn shares year over year.
As of June 30, 2026, WELLINGTON MANAGEMENT GROUP LLP held the largest stake in Jefferson Capital with 2.32Mn shares, accounting for 4.18% of total shares outstanding.
The most significant purchases of JCAP for the quarter ending June 2026 came from PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (330.93K), UBS Group AG (327.77K), Philadelphia Financial Management of San Francisco, LLC (316.85K), BlackRock, Inc. (292.79K), WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC (246.72K).
The largest sales of JCAP for the quarter ending June 2026 came from WELLINGTON MANAGEMENT GROUP LLP (949.42K), VANGUARD CAPITAL MANAGEMENT LLC (304.41K), TWO SIGMA INVESTMENTS, LP (178.12K), Brevan Howard Capital Management LP (177.64K), Goldman Sachs Group Inc (172.79K).
Jefferson Capital's 10 largest shareholders as of June 2026 include WELLINGTON MANAGEMENT GROUP LLP (2.32Mn), ADAGE CAPITAL PARTNERS GP, L.L.C. (1.86Mn), WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC (1.81Mn), Principal Financial Group Inc (1.71Mn), BlackRock, Inc. (1.7Mn), PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (1.45Mn), Goldman Sachs Group Inc (958.81K), GEODE CAPITAL MANAGEMENT, LLC (790.88K), VANGUARD CAPITAL MANAGEMENT LLC (752.39K), Nantahala Capital Management, LLC (750.0K) per Business Quant data.

Form 13F Holdings

114 Institutional Holders

Report period 30 Jun, 2026

Total shares held 22.29Mn

Of outstanding 40.14%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	WELLINGTON MANAGEMENT GROUP LLP	0000902219	2,321,550	4.18%	▼949,416	-29.03%	$45.20Mn
2	ADAGE CAPITAL PARTNERS GP, L.L.C.	0001165408	1,857,858	3.35%	▲95,059	+5.39%	$36.17Mn
3	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	0001644956	1,806,665	3.25%	▲246,716	+15.82%	$35.18Mn
4	Principal Financial Group Inc	0001126328	1,710,435	3.08%	▲173,381	+11.28%	$33.30Mn
5	BlackRock, Inc.	0002012383	1,697,836	3.06%	▲292,794	+20.84%	$33.06Mn
6	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	0001238990	1,446,818	2.61%	▲330,933	+29.66%	$28.17Mn
7	Goldman Sachs Group Inc	0000886982	958,811	1.73%	▼172,787	-15.27%	$18.67Mn
8	GEODE CAPITAL MANAGEMENT, LLC	0001214717	790,883	1.42%	▲99,666	+14.42%	$15.40Mn
9	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	752,389	1.36%	▼304,409	-28.80%	$14.65Mn
10	Nantahala Capital Management, LLC	0001472322	750,000	1.35%	0	0.00%	$14.60Mn
11	CITADEL ADVISORS LLC	0001423053	626,868	1.13%	▲39,370	+6.70%	$12.21Mn
12	UBS Group AG	0001610520	582,735	1.05%	▲327,770	+128.55%	$11.35Mn
13	North Reef Capital Management LP	0001867831	530,598	0.96%	▼1,553	-0.29%	$10.33Mn
14	State Street Corp	0000093751	472,411	0.85%	▲105,740	+28.84%	$9.20Mn
15	AMERICAN CENTURY COMPANIES INC	0000748054	456,926	0.82%	▲157,883	+52.80%	$8.90Mn
16	MILLENNIUM MANAGEMENT LLC	0001273087	415,568	0.75%	▲11,219	+2.77%	$8.09Mn
17	STATE OF WISCONSIN INVESTMENT BOARD	0000854157	338,791	0.61%	▼35,584	-9.50%	$6.60Mn
18	Clearbridge Investments, LLC	0001348883	328,800	0.59%	▼1,592	-0.48%	$6.40Mn
19	Philadelphia Financial Management of San Francisco, LLC	0001351407	316,853	0.57%	▲316,853	0.00%	$6.17Mn
20	Morgan Stanley	0000895421	306,596	0.55%	▲31,145	+11.31%	$5.97Mn

Showing 1 to 20 of 114 holders