JEFFERIES FINANCIAL GROUP IN (JEF)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
559
Reporting holders
$7.1B
Reported value
68.4%
Of shares outstanding
2.8%
Held as options
+26
Holder change
Institutions report 139,742,016 shares against 204,432,307 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Share count carried from an earlier filing (concept 2026-03-30).
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $834.9M | 16,705,627 | 0.01% | 8q | -4.8%-$42.5M |
| AQR CAPITAL MANAGEMENT LLC | $421.2M | 8,426,996 | 0.15% | 25q | +59.5%+$157.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $355.3M | 7,109,182 | 0.02% | 2q | -9.1%-$35.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | $334.5M | 6,692,873 | 0.01% | 2q | HELD |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | $321.3M | 6,429,337 | 6.10% | 8q | -30.5%-$140.8M |
| STATE STREET CORP | $248.1M | 4,964,406 | 0.01% | 31q | +1.5%+$3.6M |
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO | $232.6M | 4,654,362 | 9.78% | 8q | HELD |
| TWO SIGMA INVESTMENTS, LP | $160.2M | 3,205,077 | 0.12% | 12q | +13.5%+$19.0M |
| D. E. Shaw & Co., Inc. | $154.8M | 2,788,432 | 0.07% | 16q | +6.5%+$9.5M |
| GEODE CAPITAL MANAGEMENT, LLC | $148.8M | 2,977,314 | 0.01% | 31q | -2.3%-$3.5M |
| MORGAN STANLEY | $144.8M | 2,898,045 | 0.01% | 33q | +3.0%+$4.2M |
| DIMENSIONAL FUND ADVISORS LP | $143.3M | 2,866,541 | 0.03% | 31q | +7.5%+$10.0M |
| ALLIANCEBERNSTEIN L.P. | $138.2M | 3,347,848 | 0.05% | 31q | -11.7%-$18.3M |
| First Pacific Advisors, LP | $135.2M | 2,704,265 | 1.67% | 31q | +4.6%+$5.9M |
| NORGES BANK | $132.3M | 2,646,300 | 0.01% | 31q | +12.6%+$14.8M |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $127.2M | 2,545,859 | 0.39% | 31q | -48.6%-$120.2M |
| BAMCO INC /NY/ | $107.0M | 2,141,744 | 0.16% | 19q | +40.0%+$30.6M |
| CHECK CAPITAL MANAGEMENT INC/CA | $102.8M | 2,057,730 | 0.92% | 3q | +202.5%+$68.9M |
| Assenagon Asset Management S.A. | $102.7M | 2,055,542 | 0.06% | 9q | +87.9%+$48.0M |
| JPMORGAN CHASE & CO | $92.2M | 1,882,582 | 0.01% | 31q | -1.2%-$1.1M |
| BARCLAYS PLC | $90.1M | 1,596,595 | 0.02% | 31q | -8.2%-$8.1M |
| Freestone Grove Partners LP | $79.5M | 1,591,384 | 0.51% | 6q | +21.5%+$14.1M |
| UBS Group AG | $79.1M | 1,562,599 | 0.01% | 31q | +72.1%+$33.1M |
| NORTHERN TRUST CORP | $73.0M | 1,459,968 | 0.01% | 31q | +0.5%+$394.3K |
| Bank of New York Mellon Corp | $67.0M | 1,339,953 | 0.01% | 31q | -4.6%-$3.2M |
| Nuveen, LLC | $64.9M | 1,298,376 | 0.02% | 6q | +27.4%+$14.0M |
| GOLDMAN SACHS GROUP INC | $63.2M | 1,265,262 | 0.01% | 31q | +18.3%+$9.8M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $61.6M | 1,232,031 | 0.01% | 31q | HELD |
| Sixth Street Partners Management Company, L.P. | $61.6M | 1,232,031 | 0.01% | new | NEW |
| BECK MACK & OLIVER LLC | $61.1M | 1,222,167 | 1.19% | 31q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $58.9M | 158,791 | 0.00% | 31q | -53.2%-$67.0M |
| JANE STREET GROUP, LLC | $52.0M | 779,872 | 0.00% | 25q | -10.2%-$5.9M |
| VANGUARD FIDUCIARY TRUST CO | $50.8M | 1,017,239 | 0.01% | 2q | HELD |
| BANK OF AMERICA CORP /DE/ | $50.6M | 1,012,791 | 0.00% | 31q | +30.5%+$11.8M |
| NewEdge Wealth, LLC | $49.9M | 998,413 | 0.50% | 22q | -1.9%-$970.5K |
| Nykredit A/S | $47.1M | 941,443 | 0.15% | new | FIRST |
| FIRST TRUST ADVISORS LP | $46.4M | 928,364 | 0.03% | 31q | +424.4%+$37.6M |
| CITADEL ADVISORS LLC | $45.5M | 474,843 | 0.01% | 27q | -31.3%-$20.7M |
| Moerus Capital Management LLC | $45.5M | 910,370 | 20.28% | 31q | +17.2%+$6.7M |
| Balyasny Asset Management L.P. | $42.4M | 820,771 | 0.05% | 13q | +55.3%+$15.1M |
| Squarepoint Ops LLC | $38.1M | 751,324 | 0.04% | 20q | -19.0%-$8.9M |
| PRIVATE MANAGEMENT GROUP INC | $37.6M | 752,918 | 0.99% | 31q | HELD |
| CAPITAL FUND MANAGEMENT S.A. | $35.6M | 688,560 | 0.16% | 12q | +78.4%+$15.7M |
| DEUTSCHE BANK AG\ | $33.0M | 660,454 | 0.01% | 33q | +2.5%+$792.7K |
| Man Group plc | $32.7M | 654,306 | 0.05% | 24q | +5.5%+$1.7M |
| Mraz, Amerine & Associates, Inc. | $30.8M | 617,122 | 4.42% | 31q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $27.1M | 541,991 | 0.02% | 21q | +146.1%+$16.1M |
| Longaeva Partners L.P. | $26.0M | 519,676 | 0.57% | new | NEW |
| Hosking Partners LLP | $25.2M | 503,811 | 0.84% | 31q | -2.3%-$591.9K |
| SEI INVESTMENTS CO | $24.5M | 491,082 | 0.02% | 21q | -43.0%-$18.5M |
| GoodHaven Capital Management, LLC | $22.3M | 445,942 | 7.02% | 31q | HELD |
| Retirement Systems of Alabama | $22.1M | 441,226 | 0.07% | 31q | -7.1%-$1.7M |
| Berkshire Hathaway Inc | $21.7M | 433,558 | 0.01% | 16q | HELD |
| RHUMBLINE ADVISERS | $20.9M | 417,423 | 0.02% | 31q | -3.2%-$684.9K |
| CIBC Bancorp USA Inc. | $20.7M | 413,702 | 0.03% | 2q | +425.1%+$16.7M |
| Cerity Partners LLC | $20.7M | 413,335 | 0.02% | 14q | +25.1%+$4.1M |
| MILLENNIUM MANAGEMENT LLC | $20.3M | 406,773 | 0.01% | 25q | -60.0%-$30.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $20.0M | 399,309 | 0.00% | 31q | -1.1%-$221.5K |
| Ensign Peak Advisors, Inc | $19.8M | 395,780 | 0.03% | 27q | -20.5%-$5.1M |
| Quantinno Capital Management LP | $19.5M | 390,494 | 0.02% | 17q | +51.1%+$6.6M |
| Fideuram Asset Management (Ireland) dac | $18.6M | 377,574 | 0.35% | new | NEW |
| PRINCIPAL FINANCIAL GROUP INC | $18.6M | 371,204 | 0.01% | 31q | HELD |
| VALUEWORKS LLC | $18.4M | 369,053 | 3.85% | 3q | HELD |
| Invesco Ltd. | $18.3M | 365,769 | 0.00% | 31q | -8.4%-$1.7M |
| Trexquant Investment LP | $17.9M | 358,645 | 0.11% | 5q | +472.5%+$14.8M |
| TUDOR INVESTMENT CORP ET AL | $17.9M | 312,268 | 0.02% | 8q | -1.0%-$173.5K |
| AMERIPRISE FINANCIAL INC | $17.7M | 354,024 | 0.00% | 31q | -49.2%-$17.1M |
| Point72 Asset Management, L.P. | $16.9M | 138,528 | 0.02% | 5q | -33.6%-$8.5M |
| IMC-Chicago, LLC | $16.7M | options only | 0.00% | 9q | OPTIONS |
| Mariner, LLC | $16.7M | 334,270 | 0.02% | 22q | +66.1%+$6.6M |
| ROBOTTI ROBERT | $16.4M | 328,279 | 2.65% | 31q | HELD |
| Gradient Investments LLC | $15.4M | 308,894 | 0.21% | 5q | +2.5%+$372.5K |
| Swiss National Bank | $15.4M | 307,700 | 0.01% | 25q | HELD |
| IEQ CAPITAL, LLC | $15.3M | 305,363 | 0.07% | 7q | +45.1%+$4.7M |
| PEAK6 LLC | $15.1M | 53,141 | 0.03% | 7q | +25.1%+$3.0M |
| CAPTRUST FINANCIAL ADVISORS | $15.1M | 302,201 | 0.02% | 30q | -5.2%-$831.7K |
| ALGERT GLOBAL LLC | $13.7M | 275,086 | 0.16% | 5q | -45.1%-$11.3M |
| GROUP ONE TRADING LLC | $13.0M | options only | 0.02% | 31q | OPTIONS |
| LOOMIS SAYLES & CO L P | $11.9M | 238,730 | 0.01% | 11q | -30.0%-$5.1M |
| Legal & General Group Plc | $11.8M | 236,891 | 0.00% | 31q | +1.4%+$161.9K |
| Amundi | $11.4M | 228,236 | 0.00% | 9q | +378.7%+$9.0M |
| STATE OF WISCONSIN INVESTMENT BOARD | $11.3M | 225,094 | 0.02% | 27q | +2.5%+$269.8K |
| Russell Investments Group, Ltd. | $11.2M | 225,085 | 0.01% | 31q | -53.3%-$12.9M |
| Focus Partners Wealth | $10.9M | 218,333 | 0.01% | 11q | +12.5%+$1.2M |
| Azora Capital LP | $10.6M | 211,758 | 0.45% | new | NEW |
| FIRST MANHATTAN CO. LLC. | $9.9M | 197,183 | 0.03% | 31q | +3.8%+$364.2K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $9.8M | 196,580 | 0.18% | 3q | +123.2%+$5.4M |
| Rock Point Advisors, LLC | $9.7M | 194,267 | 2.37% | 31q | -17.4%-$2.0M |
| California Public Employees Retirement System | $9.6M | 191,830 | 0.01% | 31q | -28.0%-$3.7M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $9.5M | 189,944 | 0.03% | 4q | -81.5%-$41.7M |
| Creative Planning | $9.5M | 189,341 | 0.01% | 22q | +31.8%+$2.3M |
| Sequoia Financial Advisors, LLC | $9.1M | 182,934 | 0.05% | 11q | +5.9%+$513.0K |
| OPPENHEIMER & CO INC | $8.2M | 164,331 | 0.09% | 31q | +1.7%+$139.4K |
| BNP PARIBAS FINANCIAL MARKETS | $7.7M | 144,851 | 0.00% | 31q | +61.6%+$2.9M |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $7.6M | 152,197 | 0.01% | 31q | -1.9%-$147.9K |
| Waterfront Wealth Inc. | $7.6M | 145,554 | 1.17% | 23q | -0.7%-$54.9K |
| VANGUARD ASSET MANAGEMENT, Ltd | $7.5M | 150,512 | 0.01% | 2q | +25.1%+$1.5M |
| Chou Associates Management Inc. | $7.5M | 149,237 | 3.44% | 9q | HELD |
| Merrion Investment Management Co, LLC | $7.4M | 147,895 | 3.50% | 23q | -25.6%-$2.5M |
| ExodusPoint Capital Management, LP | $7.3M | 146,687 | 0.05% | 8q | +69.8%+$3.0M |
Showing the largest 100 of 592 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 559 | $7.1B | 139,742,016 | 82 | 159 | 178 | 2.8% |
| Q1 2026 | 533 | $6.2B | 140,450,613 | 75 | 184 | 151 | 5.3% |
| Q4 2025 | 576 | $9.4B | 146,405,562 | 85 | 169 | 178 | 3.5% |
| Q3 2025 | 536 | $9.9B | 147,984,664 | 81 | 153 | 168 | 3.0% |
| Q2 2025 | 515 | $7.9B | 141,629,763 | 70 | 176 | 157 | 2.5% |
| Q1 2025 | 523 | $7.6B | 139,391,624 | 75 | 142 | 186 | 1.9% |
| Q4 2024 | 543 | $11.8B | 149,266,557 | 77 | 133 | 174 | 1.2% |
| Q3 2024 | 487 | $9.0B | 143,289,007 | 80 | 116 | 170 | 2.0% |
| Q2 2024 | 443 | $6.6B | 131,932,513 | 64 | 117 | 132 | 0.6% |
| Q1 2024 | 424 | $5.7B | 129,857,063 | 49 | 113 | 137 | 0.7% |
| Q4 2023 | 414 | $5.1B | 125,959,552 | 46 | 100 | 148 | 0.9% |
| Q3 2023 | 383 | $4.6B | 124,652,895 | 39 | 98 | 133 | 0.7% |
| Q2 2023 | 375 | $4.3B | 128,003,165 | 32 | 104 | 132 | 0.4% |
| Q1 2023 | 388 | $4.4B | 137,777,686 | 46 | 112 | 139 | 0.5% |
| Q4 2022 | 360 | $4.4B | 128,701,371 | 65 | 94 | 118 | 0.7% |
| Q3 2022 | 420 | $4.6B | 153,446,291 | 45 | 103 | 162 | 0.7% |
| Q2 2022 | 421 | $4.4B | 157,520,158 | 26 | 134 | 159 | 0.9% |
| Q1 2022 | 472 | $5.5B | 166,106,816 | 61 | 147 | 164 | 1.1% |
| Q4 2021 | 499 | $6.5B | 167,255,933 | 62 | 137 | 154 | 0.5% |
| Q3 2021 | 473 | $6.4B | 170,621,356 | 71 | 110 | 179 | 1.2% |
| Q2 2021 | 434 | $5.9B | 171,241,212 | 50 | 118 | 159 | 1.1% |
| Q1 2021 | 446 | $5.4B | 171,381,769 | 90 | 125 | 150 | 4.3% |
| Q4 2020 | 398 | $4.2B | 170,302,779 | 58 | 95 | 146 | 0.5% |
| Q3 2020 | 359 | $3.3B | 183,708,445 | 44 | 71 | 154 | 0.2% |
| Q2 2020 | 362 | $3.0B | 191,964,516 | 52 | 93 | 147 | 0.3% |
| Q1 2020 | 389 | $2.7B | 196,672,356 | 39 | 92 | 175 | 0.4% |
| Q4 2019 | 410 | $4.6B | 215,932,076 | 43 | 111 | 139 | 0.4% |
| Q3 2019 | 402 | $4.0B | 218,796,300 | 37 | 141 | 141 | 0.0% |
| Q2 2019 | 422 | $4.2B | 216,078,396 | 37 | 109 | 160 | 0.2% |
| Q1 2019 | 445 | $4.4B | 229,121,351 | 39 | 125 | 171 | 0.3% |
| Q4 2018 | 449 | $4.2B | 243,696,208 | 10 | 3 | 7 | 0.3% |