Jefferies Financial Group Inc. (JEF) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

222,746,000Shares Outstanding

149,063,272Shares held by institutions

$7,098,393,013Value of institutional holdings

66.92%Institutional ownership %

-1.43%Shares Changed QoQ

570No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Jefferies Financial Group Inc. (NYSE:JEF) has 569 institutional investors that have filed 13F reports for the period ending December 2025.

Collectively, these holders controlled 66.0% of Jefferies Financial's outstanding shares in December 2025, down from 67.9% in September 2025.
They decreased total shares held in JEF by -0.25% quarter over quarter, and investors in Jefferies Financial decreased 1.04% from a year ago.
Of these 569 holders, 284 added to their stakes in Jefferies Financial, 194 trimmed positions, and 91 made no changes.
The aggregate institutional position in Jefferies Financial amounted to 147.11Mn shares as of December 2025, down by 373.6K shares quarter on quarter, and down 13.92Mn shares year over year.
As of December 31, 2025, BlackRock, Inc. held the largest stake in Jefferies Financial with 16.35Mn shares, accounting for 7.34% of total shares outstanding.
Top purchasers of JEF stock for the quarter ending December 2025 included Alyeska Investment Group, L.P. (3.21Mn), AQR CAPITAL MANAGEMENT LLC (2.98Mn), NORGES BANK (2.35Mn), Goldman Sachs Group Inc (1.7Mn), CITADEL ADVISORS LLC (1.18Mn).
The largest sales of JEF for the quarter ending December 2025 came from Jpmorgan Chase & Co (8.01Mn), Barclays Plc (3.64Mn), Bank Of America Corp /De/ (1.83Mn), Artemis Investment Management LLP (1.4Mn), MILLENNIUM MANAGEMENT LLC (1.34Mn).
Business Quant data shows the 10 biggest positions in Jefferies Financial as of December 2025 are held by 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), Goldman Sachs Group Inc (3.52Mn).

570 Institutional Holders

149,063,272 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	16,351,672	805,853	5.18%	$1,013,313,143.00
VANGUARD GROUP INC	31 Dec, 2025	14,734,593	-140,786	-0.95%	$913,102,728.00
Sumitomo Mitsui Financial Group, Inc.	31 Dec, 2025	9,247,081	0	0.00%	$573,041,610.00
Allspring Global Investments Holdings, LLC	31 Dec, 2025	7,152,838	-200,561	-2.73%	$453,919,081.00
ALLIANCEBERNSTEIN L.P.	31 Dec, 2025	5,576,734	-198,731	-3.44%	$345,590,206.00
State Street Corp	31 Dec, 2025	4,761,720	-65,557	-1.36%	$295,083,788.00
MASSACHUSETTS MUTUAL LIFE INSURANCE CO	31 Dec, 2025	4,654,362	-869	-0.02%	$288,430,813.00
Alyeska Investment Group, L.P.	31 Dec, 2025	3,972,352	3,211,375	422.01%	$246,166,653.00
EMINENCE CAPITAL, LP	31 Dec, 2025	3,812,615	454,054	13.52%	$236,267,752.00
Goldman Sachs Group Inc	31 Dec, 2025	3,523,776	1,696,775	92.87%	$218,368,424.00
AQR CAPITAL MANAGEMENT LLC	31 Dec, 2025	3,412,301	2,984,055	696.81%	$211,460,321.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	2,942,554	24,171	0.83%	$182,389,866.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	2,607,512	29,092	1.13%	$161,595,270.00
First Pacific Advisors, LP	31 Dec, 2025	2,580,283	0	0.00%	$159,900,138.00
Morgan Stanley	31 Dec, 2025	2,524,669	-257,514	-9.26%	$156,453,866.00
NORGES BANK	31 Dec, 2025	2,349,258	2,349,258	0.00%	$145,583,518.00
Fisher Asset Management, LLC	31 Dec, 2025	2,115,316	-232	-0.01%	$131,086,136.00
Jpmorgan Chase & Co	31 Dec, 2025	1,959,827	-8,012,197	-80.35%	$121,450,490.00
BARROW HANLEY MEWHINNEY & STRAUSS LLC	31 Dec, 2025	1,755,057	-239,865	-12.02%	$108,760,882.00
Bank Of America Corp /De/	31 Dec, 2025	1,723,143	-1,831,195	-51.52%	$106,783,163.00

1 - 20 of 570

Research Tools