Jefferies Financial Group Inc. (JEF) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

222,746,000Shares Outstanding

149,063,272Shares held by institutions

$7,925,694,172Value 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) appears in 569 institutional 13F filings for the quarter ending December 2025.

Their combined ownership stood at 66.0% of outstanding shares in December 2025, down from 67.9% in September 2025.
Their total shares held in JEF decreased -0.25% from the prior quarter, while the number of investors in Jefferies Financial decreased 1.04% year over year.
Of these 569 funds, 284 grew their exposure to Jefferies Financial, 194 cut back, and 91 maintained positions.
Institutional investors collectively held 147.11Mn shares in Jefferies Financial as of December 2025, down by 373.6K shares quarter on quarter, and down 13.92Mn shares year over year.
Assenagon Asset Management S.A. leads ownership in JEF with 1.09Mn shares as of December 31, 2025, equal to 0.49% of outstanding shares.
Top purchasers of JEF stock for the quarter ending December 2025 included Assenagon Asset Management S.A. (963.92K), Perpetual Ltd (627.14K), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (115.53K), Oak Thistle LLC (96.25K), Hosking Partners LLP (29.32K).
Leading sellers of Jefferies Financial shares for the quarter ending December 2025 were BEACON INVESTMENT ADVISORY SERVICES, INC. (328.24K), SG Americas Securities, LLC (290.87K), GATEWAY INVESTMENT ADVISERS LLC (56.0K), OPPENHEIMER & CO INC (44.89K), MILLER HOWARD INVESTMENTS INC /NY (16.76K).
Jefferies Financial's 10 largest shareholders as of December 2025 include Assenagon Asset Management S.A. (1.09Mn), Perpetual Ltd (627.14K), Hosking Partners LLP (515.65K), Retirement Systems of Alabama (474.79K), Gradient Investments LLC (301.44K), Merrion Investment Management Co, LLC (198.7K), OPPENHEIMER & CO INC (161.54K), Poehling Capital Management, INC. (122.63K), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (115.53K), 1492 Capital Management LLC (107.77K) per Business Quant data.

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