Jefferies Financial Group Inc. (JEF) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

215,707,000Shares Outstanding
139,761,744Shares held by institutions
$7,786,126,630Value of institutional holdings
64.79%Institutional ownership %
15.77%Shares Changed QoQ
541No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

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

541 Institutional Holders

139,761,744 Total Shares Held
Download Data
Owner Name Date Shares Held Change (QoQ) Change (%) Value (USD)
BlackRock, Inc. 31 Mar, 2026 17,555,715 1,204,043 7.36% $724,524,342.00
Sumitomo Mitsui Financial Group, Inc. 31 Mar, 2026 9,247,081 0 0.00% $381,627,033.00
VANGUARD PORTFOLIO MANAGEMENT LLC 31 Mar, 2026 7,824,536 7,824,536 0.00% $322,918,601.00
VANGUARD CAPITAL MANAGEMENT LLC 31 Mar, 2026 6,714,897 6,714,897 0.00% $277,123,799.00
AQR CAPITAL MANAGEMENT LLC 31 Mar, 2026 5,282,691 1,870,390 54.81% $215,745,104.00
BARROW HANLEY MEWHINNEY & STRAUSS LLC 31 Mar, 2026 4,951,027 3,195,970 182.10% $204,328,885.00
State Street Corp 31 Mar, 2026 4,892,744 131,024 2.75% $201,923,545.00
MASSACHUSETTS MUTUAL LIFE INSURANCE CO 31 Mar, 2026 4,654,362 0 0.00% $192,085,520.00
ALLIANCEBERNSTEIN L.P. 31 Mar, 2026 3,791,527 -1,785,207 -32.01% $234,960,928.00
GEODE CAPITAL MANAGEMENT, LLC 31 Mar, 2026 3,046,972 104,418 3.55% $125,779,964.00
TWO SIGMA INVESTMENTS, LP 31 Mar, 2026 2,825,053 2,593,516 1,120.13% $116,589,937.00
Morgan Stanley 31 Mar, 2026 2,813,224 288,555 11.43% $116,101,835.00
DIMENSIONAL FUND ADVISORS LP 31 Mar, 2026 2,666,097 58,585 2.25% $110,015,235.00
D. E. Shaw & Co., Inc. 31 Mar, 2026 2,617,295 1,510,225 136.42% $108,015,765.00
First Pacific Advisors, LP 31 Mar, 2026 2,586,501 6,218 0.24% $106,744,896.00
Jpmorgan Chase & Co 31 Mar, 2026 1,905,751 -54,076 -2.76% $75,544,005.00
Barclays Plc 31 Mar, 2026 1,740,025 305,807 21.32% $71,810,832.00
BAMCO INC /NY/ 31 Mar, 2026 1,530,228 933,700 156.52% $63,152,510.00
Northern Trust Corp 31 Mar, 2026 1,452,078 34,906 2.46% $59,927,258.00
Bank of New York Mellon Corp 31 Mar, 2026 1,404,248 -24,183 -1.69% $57,953,297.00