Jefferies Financial JEF Institutional Ownership

NYSE JEF

$51.90 -0.43 (-0.82%)

As of: Aug 24, 2026 · 3:59 PM EDT

Institutions by Trading Activity

541 Institutions

Increased 297 54.9%

Unchanged 83 15.3%

Reduced 161 29.8%

Ownership Statistics

13F · as of 31 Mar, 2026

Institutional Ownership

64.79%

▼-4.67 pp QoQ

Shares Held by Institutions

139.76Mn

of 215.71Mn outstanding

▲+15.77% QoQ

Shares Outstanding

215.71Mn

75.95Mn held outside 13F filers

Institutional Investors

541

filed 13F for Mar 2026

▼-32 vs prior quarter

Net Shares Added (QoQ)

+19.04Mn

accumulated since last quarter

Value of Holdings

$7.53Bn

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 31 Mar, 2026

Jefferies Financial Group Inc. (NYSE:JEF) is held by 541 institutional investors per 13F filings through March 2026.

They owned 64.8% of outstanding stock in March 2026, down from 69.5% the prior quarter.
Their total shares held in JEF increased 15.77% from the prior quarter, while the number of investors in Jefferies Financial decreased 3.57% year over year.
Among the 541 funds, 297 bought more Jefferies Financial shares, 161 sold down, and 83 held their ground.
In total, institutional investors held 139.76Mn shares in Jefferies Financial as of March 2026, up by 19.04Mn shares quarter on quarter, and down 12.96Mn shares year over year.
BlackRock, Inc. leads ownership in JEF with 17.56Mn shares as of March 31, 2026, equal to 8.14% of outstanding shares.
Top purchasers of JEF stock for the quarter ending March 2026 included VANGUARD PORTFOLIO MANAGEMENT LLC (7.82Mn), VANGUARD CAPITAL MANAGEMENT LLC (6.71Mn), BARROW HANLEY MEWHINNEY & STRAUSS LLC (3.2Mn), TWO SIGMA INVESTMENTS, LP (2.59Mn), AQR CAPITAL MANAGEMENT LLC (1.87Mn).
The biggest sellers of Jefferies Financial for the quarter ending March 2026 included Allspring Global Investments Holdings, LLC (7.14Mn), Goldman Sachs Group Inc (2.45Mn), Fisher Asset Management, LLC (2.1Mn), ALLIANCEBERNSTEIN L.P. (1.79Mn), Bank Of America Corp /De/ (947.16K).
Per Business Quant, the top 10 investors in JEF for the quarter ending March 2026 include BlackRock, Inc. (17.56Mn), Sumitomo Mitsui Financial Group, Inc. (9.25Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (7.82Mn), VANGUARD CAPITAL MANAGEMENT LLC (6.71Mn), AQR CAPITAL MANAGEMENT LLC (5.28Mn), BARROW HANLEY MEWHINNEY & STRAUSS LLC (4.95Mn), State Street Corp (4.89Mn), MASSACHUSETTS MUTUAL LIFE INSURANCE CO (4.65Mn), ALLIANCEBERNSTEIN L.P. (3.79Mn), GEODE CAPITAL MANAGEMENT, LLC (3.05Mn).

Form 13F Holdings

541 Institutional Holders

Report period 31 Mar, 2026

Total shares held 139.76Mn

Of outstanding 64.79%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	17,555,715	8.14%	▲1,204,043	+7.36%	$724.52Mn
2	Sumitomo Mitsui Financial Group, Inc.	0001022837	9,247,081	4.29%	0	0.00%	$381.63Mn
3	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	7,824,536	3.63%	▲7,824,536	0.00%	$322.92Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	6,714,897	3.11%	▲6,714,897	0.00%	$277.12Mn
5	AQR CAPITAL MANAGEMENT LLC	0001167557	5,282,691	2.45%	▲1,870,390	+54.81%	$215.75Mn
6	BARROW HANLEY MEWHINNEY & STRAUSS LLC	0000313028	4,951,027	2.30%	▲3,195,970	+182.10%	$204.33Mn
7	State Street Corp	0000093751	4,892,744	2.27%	▲131,024	+2.75%	$201.92Mn
8	MASSACHUSETTS MUTUAL LIFE INSURANCE CO	0000225602	4,654,362	2.16%	0	0.00%	$192.09Mn
9	ALLIANCEBERNSTEIN L.P.	0001109448	3,791,527	1.76%	▼1,785,207	-32.01%	$234.96Mn
10	GEODE CAPITAL MANAGEMENT, LLC	0001214717	3,046,972	1.41%	▲104,418	+3.55%	$125.78Mn
11	TWO SIGMA INVESTMENTS, LP	0001179392	2,825,053	1.31%	▲2,593,516	+1,120.13%	$116.59Mn
12	Morgan Stanley	0000895421	2,813,224	1.30%	▲288,555	+11.43%	$116.10Mn
13	DIMENSIONAL FUND ADVISORS LP	0000354204	2,666,097	1.24%	▲58,585	+2.25%	$110.02Mn
14	D. E. Shaw & Co., Inc.	0001009207	2,617,295	1.21%	▲1,510,225	+136.42%	$108.02Mn
15	First Pacific Advisors, LP	0001377581	2,586,501	1.20%	▲6,218	+0.24%	$106.74Mn
16	Jpmorgan Chase & Co	0000019617	1,905,751	0.88%	▼54,076	-2.76%	$75.54Mn
17	Barclays Plc	0000312069	1,740,025	0.81%	▲305,807	+21.32%	$71.81Mn
18	BAMCO INC /NY/	0001017918	1,530,228	0.71%	▲933,700	+156.52%	$63.15Mn
19	Northern Trust Corp	0000073124	1,452,078	0.67%	▲34,906	+2.46%	$59.93Mn
20	Bank of New York Mellon Corp	0001390777	1,404,248	0.65%	▼24,183	-1.69%	$57.95Mn

Showing 1 to 20 of 541 holders