Jefferies Financial Group Inc. (JEF) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

222,894,346Shares Outstanding

13,120,985Shares held by institutions

$682,028,800Value of institutional holdings

65.23%Institutional ownership %

3.86%Shares Changed QoQ

553No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Jefferies Financial Group Inc. (NYSE:JEF) currently has 553 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

Jefferies Financial saw its institutional ownership percentage fell to 65.2% in December 2025 from 65.5% in September 2025.
Institutional share ownership changed by 3.86% QoQ, while the number of institutional owners saw a decrease of 4.16% YoY.
During the quarter, 276 institutions bought more Jefferies Financial shares, 188 sold shares, and 89 of the 553 total investors held their position steady.
Collectively, institutional investors increased their stake in Jefferies Financial to 145.40Mn shares as of December 2025, a change that is up by 5.41Mn shares quarter on quarter and down 6.85Mn shares year over year.
BlackRock, Inc. continues to be the largest institutional holder of Jefferies Financial as of December 31, 2025, with a position of 16.35Mn shares, representing 7.34% of the company's outstanding stock.
Among the most significant buyers of Jefferies Financial during 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).
Leading sellers of Jefferies Financial stock in December 2025 included JPMORGAN CHASE & CO (3.03Mn), Artemis Investment Management LLP (1.40Mn), MILLENNIUM MANAGEMENT LLC (1.34Mn), TWO SIGMA INVESTMENTS, LP (1.22Mn), PRINCIPAL FINANCIAL GROUP INC (1.11Mn).
The top 10 institutional holders of Jefferies Financial for the quarter ending December 2025 included 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).

553 Institutional Holders

13,120,985 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
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	-3,026,185	-60.69%	$121,450,490.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	1,761,888	-213,913	-10.83%	$109,184,212.00
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	-54,026	-3.04%	$106,783,163.00

1 - 20 of 553

Research Tools