Jefferies Financial JEF Institutional Ownership

NYSE JEF

$47.88 +0.00 (+0.00%)

At close: Sep 18, 2026 · 4:00 PM EDT

Institutions by Trading Activity

585 Institutions

Increased 283 48.4%

Unchanged 100 17.1%

Reduced 202 34.5%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

65.46%

▲+0.64 pp QoQ

Shares Held by Institutions

137.65Mn

of 210.27Mn outstanding

▲+1.04% QoQ

Shares Outstanding

210.27Mn

72.62Mn held outside 13F filers

Institutional Investors

585

filed 13F for Jun 2026

▲+34 vs prior quarter

Net Shares Added (QoQ)

+1.41Mn

accumulated since last quarter

Value of Holdings

$6.59Bn

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

Jefferies Financial Group Inc. (NYSE:JEF) has 585 institutional investors with active 13F positions as of June 2026.

Collectively, these holders controlled 65.5% of Jefferies Financial's outstanding shares in June 2026, up from 64.8% in March 2026.
They increased total shares held in Jefferies Financial by 1.04% from the prior quarter, while the number of investors in JEF increased 5.98% year over year.
Of these 585 funds, 283 grew their exposure to Jefferies Financial, 202 cut back, and 100 maintained positions.
Institutional investors collectively held 137.65Mn shares in Jefferies Financial as of June 2026, up by 1.41Mn shares quarter on quarter, and down 8.37Mn shares year over year.
As of June 30, 2026, BlackRock, Inc. held the largest stake in Jefferies Financial with 16.71Mn shares, accounting for 7.94% of total shares outstanding.
Leading buyers of Jefferies Financial shares for the quarter ending June 2026 were AQR CAPITAL MANAGEMENT LLC (3.14Mn), NORGES BANK (2.65Mn), Sixth Street Partners Management Company, L.P. (1.23Mn), Nykredit A/S (941.44K), FIRST TRUST ADVISORS LP (751.32K).
The biggest sellers of Jefferies Financial for the quarter ending June 2026 included Sumitomo Mitsui Financial Group, Inc. (2.82Mn), BARROW HANLEY MEWHINNEY & STRAUSS LLC (2.41Mn), BlackRock, Inc. (850.09K), JACOBS LEVY EQUITY MANAGEMENT, INC (834.75K), FMR LLC (717.92K).
Jefferies Financial's 10 largest shareholders as of June 2026 include BlackRock, Inc. (16.71Mn), AQR CAPITAL MANAGEMENT LLC (8.43Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (7.11Mn), VANGUARD CAPITAL MANAGEMENT LLC (6.69Mn), Sumitomo Mitsui Financial Group, Inc. (6.43Mn), State Street Corp (4.96Mn), MASSACHUSETTS MUTUAL LIFE INSURANCE CO (4.65Mn), ALLIANCEBERNSTEIN L.P. (3.35Mn), TWO SIGMA INVESTMENTS, LP (3.21Mn), GEODE CAPITAL MANAGEMENT, LLC (2.98Mn) per Business Quant data.

Form 13F Holdings

585 Institutional Holders

Report period 30 Jun, 2026

Total shares held 137.65Mn

Of outstanding 65.46%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	16,705,627	7.94%	▼850,088	-4.84%	$834.95Mn
2	AQR CAPITAL MANAGEMENT LLC	0001167557	8,426,996	4.01%	▲3,144,305	+59.52%	$421.18Mn
3	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	7,109,182	3.38%	▼715,354	-9.14%	$355.32Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	6,692,873	3.18%	▼22,024	-0.33%	$334.51Mn
5	Sumitomo Mitsui Financial Group, Inc.	0001022837	6,429,337	3.06%	▼2,817,744	-30.47%	$321.34Mn
6	State Street Corp	0000093751	4,964,406	2.36%	▲71,662	+1.46%	$248.12Mn
7	MASSACHUSETTS MUTUAL LIFE INSURANCE CO	0000225602	4,654,362	2.21%	0	0.00%	$232.63Mn
8	ALLIANCEBERNSTEIN L.P.	0001109448	3,347,848	1.59%	▼443,679	-11.70%	$138.17Mn
9	TWO SIGMA INVESTMENTS, LP	0001179392	3,205,077	1.52%	▲380,024	+13.45%	$160.19Mn
10	GEODE CAPITAL MANAGEMENT, LLC	0001214717	2,977,314	1.42%	▼69,658	-2.29%	$148.85Mn
11	Morgan Stanley	0000895421	2,898,045	1.38%	▲84,821	+3.02%	$144.84Mn
12	DIMENSIONAL FUND ADVISORS LP	0000354204	2,866,541	1.36%	▲200,444	+7.52%	$143.26Mn
13	D. E. Shaw & Co., Inc.	0001009207	2,788,432	1.33%	▲171,137	+6.54%	$139.37Mn
14	First Pacific Advisors, LP	0001377581	2,704,265	1.29%	▲117,764	+4.55%	$135.16Mn
15	NORGES BANK	0001374170	2,646,300	1.26%	▲2,646,300	0.00%	$132.26Mn
16	BARROW HANLEY MEWHINNEY & STRAUSS LLC	0000313028	2,545,859	1.21%	▼2,405,168	-48.58%	$127.24Mn
17	BAMCO INC /NY/	0001017918	2,141,744	1.02%	▲611,516	+39.96%	$107.04Mn
18	Jpmorgan Chase & Co	0000019617	1,882,582	0.90%	▼23,169	-1.22%	$92.19Mn
19	Barclays Plc	0000312069	1,596,595	0.76%	▼143,430	-8.24%	$79.80Mn
20	Freestone Grove Partners LP	0002007591	1,591,384	0.76%	▲281,388	+21.48%	$79.54Mn

Showing 1 to 20 of 585 holders