Jefferies Financial JEF Institutional Ownership

NYSE JEF

$45.01 +1.41 (+3.23%)

As of: Oct 20, 2026 · 3:59 PM EDT

Institutions by Trading Activity

583 Institutions

Increased 281 48.2%

Unchanged 101 17.3%

Reduced 201 34.5%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

63.78%

▼-0.97 pp QoQ

Shares Held by Institutions

136.36Mn

of 213.79Mn outstanding

▼-2.37% QoQ

Shares Outstanding

213.79Mn

77.43Mn held outside 13F filers

Institutional Investors

583

filed 13F for Jun 2026

▲+32 vs prior quarter

Net Shares Added (QoQ)

-3.31Mn

distributed since last quarter

Value of Holdings

$6.12Bn

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

Updated Oct 11, 2026

Jefferies Financial Group Inc. (NYSE:JEF) counted 583 institutional investors among its 13F-reported shareholders for the quarter ended June 30, 2026.

Their combined stake equaled 63.78% of outstanding shares in Q2 2026, down from 64.75% in Q1 2026.
Total holdings of JEF shares fell 2.37% from Q1 2026, and the holder count rose 6.19% from Q2 2025.
Among the 583 holders of Jefferies Financial, 281 added to their positions, 201 reduced their stakes and 101 left their positions unchanged.
Combined, institutional investors held 136.36Mn shares of JEF as of Q2 2026, down 3.31Mn from the prior quarter and down 3.84Mn from a year earlier.
As of June 30, 2026, the biggest holder of Jefferies Financial was BlackRock, Inc. with 16.71Mn shares, or 7.81% of shares outstanding.
Among holders that already owned Jefferies Financial, the biggest buyers in Q2 2026 were AQR Capital Management LLC (+3.14Mn shares), First Trust Advisors LP (+751.32K shares), UBS Group AG (+654.51K shares), BAMCO Inc (+611.52K shares) and Two Sigma Investments, LP (+380.02K shares).
The biggest cuts to JEF positions during Q2 2026 came from Sumitomo Mitsui Financial Group, Inc. (-2.82Mn shares), Barrow Hanley Mewhinney & Strauss LLC (-2.41Mn shares), BlackRock, Inc. (-850.09K shares), Jacobs Levy Equity Management, Inc (-834.75K shares) and FMR LLC (-717.92K shares).
Per Business Quant data, the 10 largest holders of Jefferies Financial at the end of Q2 2026 were BlackRock, Inc. (16.71Mn shares), AQR Capital Management LLC (8.43Mn shares), Vanguard Portfolio Management LLC (7.11Mn shares), Vanguard Capital Management LLC (6.69Mn shares), Sumitomo Mitsui Financial Group, Inc. (6.43Mn shares), State Street Corp (4.96Mn shares), Massachusetts Mutual Life Insurance Co (4.65Mn shares), AllianceBernstein L.P. (3.35Mn shares), Two Sigma Investments, LP (3.21Mn shares) and Geode Capital Management, LLC (2.98Mn shares).

Form 13F Holdings

583 Institutional Holders

Report period 30 Jun, 2026

Total shares held 136.36Mn

Of outstanding 63.78%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	16,705,627	7.81%	▼850,088	-4.84%	$834.95Mn
2	AQR CAPITAL MANAGEMENT LLC	0001167557	8,426,996	3.94%	▲3,144,305	+59.52%	$421.18Mn
3	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	7,109,182	3.33%	▼715,354	-9.14%	$355.32Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	6,692,873	3.13%	▼22,024	-0.33%	$334.51Mn
5	Sumitomo Mitsui Financial Group, Inc.	0001022837	6,429,337	3.01%	▼2,817,744	-30.47%	$321.34Mn
6	State Street Corp	0000093751	4,964,406	2.32%	▲71,662	+1.46%	$248.12Mn
7	MASSACHUSETTS MUTUAL LIFE INSURANCE CO	0000225602	4,654,362	2.18%	0	0.00%	$232.63Mn
8	ALLIANCEBERNSTEIN L.P.	0001109448	3,347,848	1.57%	▼443,679	-11.70%	$138.17Mn
9	TWO SIGMA INVESTMENTS, LP	0001179392	3,205,077	1.50%	▲380,024	+13.45%	$160.19Mn
10	GEODE CAPITAL MANAGEMENT, LLC	0001214717	2,977,314	1.39%	▼69,658	-2.29%	$148.85Mn
11	Morgan Stanley	0000895421	2,898,045	1.36%	▲84,821	+3.02%	$144.84Mn
12	DIMENSIONAL FUND ADVISORS LP	0000354204	2,866,541	1.34%	▲200,444	+7.52%	$143.26Mn
13	D. E. Shaw & Co., Inc.	0001009207	2,788,432	1.30%	▲171,137	+6.54%	$139.37Mn
14	First Pacific Advisors, LP	0001377581	2,704,265	1.26%	▲117,764	+4.55%	$135.16Mn
15	NORGES BANK	0001374170	2,646,300	1.24%	▲2,646,300	0.00%	$132.26Mn
16	BARROW HANLEY MEWHINNEY & STRAUSS LLC	0000313028	2,545,859	1.19%	▼2,405,168	-48.58%	$127.24Mn
17	BAMCO INC /NY/	0001017918	2,141,744	1.00%	▲611,516	+39.96%	$107.04Mn
18	Jpmorgan Chase & Co	0000019617	1,882,582	0.88%	▼23,169	-1.22%	$92.19Mn
19	Barclays Plc	0000312069	1,596,595	0.75%	▼143,430	-8.24%	$79.80Mn
20	Freestone Grove Partners LP	0002007591	1,591,384	0.74%	▲281,388	+21.48%	$79.54Mn

Showing 1 to 20 of 583 holders