Jefferies Financial Group Inc. (JEF) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

15,237,227Shares held by institutions

$604,156,051Value of institutional holdings

65.70%Institutional ownership %

3.26%Shares Changed QoQ

548No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Jefferies Financial Group Inc. (NYSE:JEF) showed up in the 13F filings of 569 institutional investors as of December 2025.

These investors collectively held 66.0% of Jefferies Financial's outstanding shares in December 2025, down from 67.9% in September 2025.
Their total shares held in JEF decreased -0.25% from the prior quarter, while the number of investors in Jefferies Financial decreased 1.04% year over year.
Among the 569 funds, 284 bought more Jefferies Financial shares, 194 sold down, and 91 held their ground.
Institutional investors collectively held 147.11Mn shares in Jefferies Financial as of December 2025, down by 373.6K shares quarter on quarter, and down 13.92Mn shares year over year.
BlackRock, Inc. leads ownership in JEF with 16.35Mn shares as of December 31, 2025, equal to 7.34% of outstanding shares.
Leading buyers of Jefferies Financial shares for the quarter ending December 2025 were Alyeska Investment Group, L.P. (3.21Mn), AQR CAPITAL MANAGEMENT LLC (2.98Mn), NORGES BANK (2.35Mn), CITADEL ADVISORS LLC (1.18Mn), D. E. Shaw & Co., Inc. (1.02Mn).
The biggest sellers of Jefferies Financial for the quarter ending December 2025 included Jpmorgan Chase & Co (8.01Mn), Bank Of America Corp /De/ (1.83Mn), Artemis Investment Management LLP (1.4Mn), MILLENNIUM MANAGEMENT LLC (1.34Mn), TWO SIGMA INVESTMENTS, LP (1.22Mn).
Per Business Quant data, the top 10 holders of Jefferies Financial for the quarter ending December 2025 are BlackRock, Inc. (16.35Mn), VANGUARD GROUP INC (14.73Mn), Sumitomo Mitsui Financial Group, Inc. (9.25Mn), Allspring Global Investments Holdings, LLC (7.15Mn), ALLIANCEBERNSTEIN L.P. (5.58Mn), State Street Corp (4.76Mn), MASSACHUSETTS MUTUAL LIFE INSURANCE CO (4.65Mn), Alyeska Investment Group, L.P. (3.97Mn), EMINENCE CAPITAL, LP (3.81Mn), AQR CAPITAL MANAGEMENT LLC (3.41Mn).

570 Institutional Holders

15,237,227 Total Shares Held

Rows:

Download Data

Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	805,853	5.18%	$0.00
VANGUARD GROUP INC	31 Dec, 2025	-140,786	-0.95%	$0.00
Allspring Global Investments Holdings, LLC	31 Dec, 2025	-200,561	-2.73%	$0.00
Barclays Plc	31 Dec, 2025	-2,109,168	-59.52%	$0.00
Sumitomo Mitsui Financial Group, Inc.	31 Dec, 2025	0	0.00%	$0.00
UBS Group AG	31 Dec, 2025	-69,891	-6.58%	$0.00
PEAK6 LLC	31 Dec, 2025	138,563	68.97%	$0.00
ALLIANCEBERNSTEIN L.P.	31 Dec, 2025	-198,731	-3.44%	$0.00
Munro Partners	31 Dec, 2025	975,795	0.00%	$0.00
HSBC HOLDINGS PLC	31 Dec, 2025	-7,825	-24.46%	$0.00
State Street Corp	31 Dec, 2025	-65,557	-1.36%	$0.00
Freestone Grove Partners LP	31 Dec, 2025	637,684	198.28%	$0.00
Rockefeller Capital Management L.P.	31 Dec, 2025	5,798	213.48%	$0.00
MASSACHUSETTS MUTUAL LIFE INSURANCE CO	31 Dec, 2025	-869	-0.02%	$0.00
Nuveen, LLC	31 Dec, 2025	-15,121	-1.60%	$0.00
Purpose Unlimited Inc.	31 Dec, 2025	850	0.00%	$0.00
Alyeska Investment Group, L.P.	31 Dec, 2025	3,211,375	422.01%	$0.00
NewEdge Wealth, LLC	31 Dec, 2025	14,812	1.63%	$0.00
EMINENCE CAPITAL, LP	31 Dec, 2025	454,054	13.52%	$0.00
Moerus Capital Management LLC	31 Dec, 2025	-70,122	-10.31%	$0.00

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