Who owns Jefferies Financial Group Inc.?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of JEF from SEC Form 13F filings across 587 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 587 institutions disclosed 137.2M shares of Jefferies Financial Group Inc. worth $6.83B — about 63.7% of shares outstanding; the largest disclosed holder is BlackRock, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
587
13F holders
$6.83B
value, 2026 filers
63.7%
of shares outstanding (137.2M sh)
106
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of JEF's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 16.7M | $834.9M | 0.0% | 7.8% | -4.8% |
| 2 | AQR CAPITAL MANAGEMENT LLC | 8.4M | $421.2M | 0.1% | 3.9% | +59.5% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 7.1M | $355.3M | 0.0% | 3.3% | -9.1% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 6.7M | $334.5M | 0.0% | 3.1% | -0.3% |
| 5 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | 6.4M | $321.3M | 6.1% | 3% | -30.5% |
| 6 | STATE STREET CORP | 5.0M | $248.1M | 0.0% | 2.3% | +1.5% |
| 7 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 4.7M | $232.6M | 9.8% | 2.2% | 0.0% |
| 8 | ALLIANCEBERNSTEIN L.P. | 3.3M | $138.2M | 0.0% | 1.6% | -11.7% |
| 9 | TWO SIGMA INVESTMENTS, LP | 3.2M | $160.2M | 0.1% | 1.5% | +13.5% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 3.0M | $148.8M | 0.0% | 1.4% | -2.3% |
| 11 | MORGAN STANLEY | 2.9M | $144.8M | 0.0% | 1.3% | +3.0% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 2.9M | $143.3M | 0.0% | 1.3% | +7.5% |
| 13 | D. E. Shaw & Co., Inc. | 2.8M | $139.4M | 0.1% | 1.3% | +6.5% |
| 14 | First Pacific Advisors, LP | 2.7M | $135.2M | 1.7% | 1.3% | +4.6% |
| 15 | NORGES BANKNEW | 2.6M | $132.3M | 0.0% | 1.2% | new |
| 16 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 2.5M | $127.2M | 0.4% | 1.2% | -48.6% |
| 17 | BAMCO INC /NY/ | 2.1M | $107.0M | 0.2% | 1% | +40.0% |
| 18 | JPMORGAN CHASE & CO | 1.9M | $92.2M | 0.0% | 0.9% | -1.2% |
| 19 | BARCLAYS PLC | 1.6M | $79.8M | 0.0% | 0.7% | -8.2% |
| 20 | Freestone Grove Partners LP | 1.6M | $79.5M | 0.5% | 0.7% | +21.5% |
| 21 | UBS Group AG | 1.6M | $78.1M | 0.0% | 0.7% | +72.1% |
| 22 | NORTHERN TRUST CORP | 1.5M | $73.0M | 0.0% | 0.7% | +0.5% |
| 23 | Bank of New York Mellon Corp | 1.3M | $67.0M | 0.0% | 0.6% | -4.6% |
| 24 | Nuveen, LLC | 1.3M | $64.9M | 0.0% | 0.6% | +27.4% |
| 25 | GOLDMAN SACHS GROUP INC | 1.3M | $63.2M | 0.0% | 0.6% | +18.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.