Who owns JEF (JEF)
Which tracked institutional funds hold JEF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JEF company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on JEF is one-sided between 2025-Q4 and 2026-Q1: 87 added or opened and 269 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
JEF’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes JEF more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in JEF divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 552 tracked filers holding JEF, 298 increased or opened the position and 294 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in JEF between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 40
- VANGUARD PORTFOLIO MANAGEMENT LLC$323M
- VANGUARD CAPITAL MANAGEMENT LLC$277M
- VANGUARD FIDUCIARY TRUST CO$42M
- Perpetual Ltd$26M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$15M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$14M
Full exits 51
- VANGUARD GROUP INC$899M
- Alyeska Investment Group, L.P.$246M
- EMINENCE CAPITAL, LP$236M
- Artemis Investment Management LLP$61M
- Munro Partners$60M
- TWO SIGMA ADVISERS, LP$16M
Largest adds
- TWO SIGMA INVESTMENTS, LP$102M
- BARROW HANLEY MEWHINNEY & STRAUSS LLC$96M
- D. E. Shaw & Co., Inc.$39M
- Assenagon Asset Management S.A.$37M
- Qube Research & Technologies Ltd$35M
- JANE STREET GROUP, LLC$33M
Largest trims
- M&T Bank Corp$575M
- Allspring Global Investments Holdings, LLC$453M
- BlackRock, Inc.$394M
- SUMITOMO MITSUI FINANCIAL GROUP, INC.$191M
- ROBOTTI ROBERT$176M
- Fisher Asset Management, LLC$130M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 15,007,477 | $619M | 8.8% | 2026-Q1 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 9,247,081 | $382M | 5.4% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 7,824,536 | $323M | 4.6% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 6,714,897 | $277M | 4.0% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 3,791,527 | $235M | 3.4% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 5,274,196 | $215M | 3.1% | 2026-Q1 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC added | 4,951,027 | $204M | 2.9% | 2026-Q1 |
| STATE STREET CORP added | 4,892,744 | $202M | 2.9% | 2026-Q1 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 4,654,362 | $192M | 2.7% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,046,972 | $126M | 1.8% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 2,825,053 | $117M | 1.7% | 2026-Q1 |
| MORGAN STANLEY added | 2,813,224 | $116M | 1.7% | 2026-Q1 |
| NORGES BANK trimmed | 2,119,719 | $114M | 1.6% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 2,666,097 | $110M | 1.6% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 2,617,295 | $108M | 1.5% | 2026-Q1 |
| First Pacific Advisors, LP added | 2,586,501 | $107M | 1.5% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 1,905,751 | $76M | 1.1% | 2026-Q1 |
| BARCLAYS PLC added | 1,740,025 | $72M | 1.0% | 2026-Q1 |
| BAMCO INC /NY/ added | 1,530,228 | $63M | 0.9% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,452,078 | $60M | 0.9% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 1,404,248 | $58M | 0.8% | 2026-Q1 |
| Freestone Grove Partners LP added | 1,309,996 | $54M | 0.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,230,029 | $51M | 0.7% | 2026-Q1 |
| BECK MACK & OLIVER LLC trimmed | 1,223,102 | $50M | 0.7% | 2026-Q1 |
| Assenagon Asset Management S.A. added | 1,094,164 | $45M | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 1,069,167 | $44M | 0.6% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 1,024,695 | $42M | 0.6% | 2026-Q1 |
| Nuveen, LLC added | 1,018,993 | $42M | 0.6% | 2026-Q1 |
| NewEdge Wealth, LLC added | 1,017,831 | $42M | 0.6% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 1,016,804 | $42M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,015,452 | $42M | 0.6% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 1,006,361 | $42M | 0.6% | 2026-Q1 |
| Squarepoint Ops LLC added | 927,048 | $38M | 0.5% | 2026-Q1 |
| UBS Group AG trimmed | 908,092 | $37M | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 868,272 | $36M | 0.5% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 860,887 | $36M | 0.5% | 2026-Q1 |
| FMR LLC trimmed | 790,260 | $33M | 0.5% | 2026-Q1 |
| Moerus Capital Management LLC added | 777,068 | $32M | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 775,985 | $32M | 0.5% | 2026-Q1 |
| PRIVATE MANAGEMENT GROUP INC added | 756,059 | $31M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 690,855 | $29M | 0.4% | 2026-Q1 |
| CHECK CAPITAL MANAGEMENT INC/CA added | 680,171 | $28M | 0.4% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 644,593 | $27M | 0.4% | 2026-Q1 |
| Perpetual Ltd added | 627,141 | $26M | 0.4% | 2026-Q1 |
| Man Group plc added | 620,349 | $26M | 0.4% | 2026-Q1 |
| Mraz, Amerine & Associates, Inc. added | 614,323 | $25M | 0.4% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 564,665 | $23M | 0.3% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 528,584 | $22M | 0.3% | 2026-Q1 |
| HRT FINANCIAL LP added | 524,771 | $22M | 0.3% | 2026-Q1 |
| Hosking Partners LLP added | 515,654 | $21M | 0.3% | 2026-Q1 |
| Private Capital Management, LLC added | 514,469 | $21M | 0.3% | 2026-Q1 |
| Pacer Advisors, Inc. added | 1,113,801 | $20M | 0.3% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 482,273 | $20M | 0.3% | 2026-Q1 |
| Retirement Systems of Alabama added | 474,787 | $20M | 0.3% | 2026-Q1 |
| GoodHaven Capital Management, LLC added | 444,837 | $18M | 0.3% | 2026-Q1 |
| BERKSHIRE HATHAWAY INC | 433,558 | $18M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 431,126 | $18M | 0.3% | 2026-Q1 |
| Jump Financial, LLC added | 405,100 | $17M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 403,741 | $17M | 0.2% | 2026-Q1 |
| Migdal Insurance & Financial Holdings Ltd. | 398,000 | $16M | 0.2% | 2026-Q1 |
| FEDERATED HERMES, INC. trimmed | 386,860 | $16M | 0.2% | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. trimmed | 385,967 | $16M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 369,710 | $15M | 0.2% | 2026-Q1 |
| VALUEWORKS LLC added | 368,019 | $15M | 0.2% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 363,424 | $15M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 348,277 | $14M | 0.2% | 2026-Q1 |
| LOOMIS SAYLES & CO L P trimmed | 340,985 | $14M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 339,166 | $14M | 0.2% | 2026-Q1 |
| Cerity Partners LLC added | 330,431 | $14M | 0.2% | 2026-Q1 |
| ROBOTTI ROBERT trimmed | 327,969 | $14M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 318,842 | $13M | 0.2% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 315,297 | $13M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 306,200 | $13M | 0.2% | 2026-Q1 |
| Gradient Investments LLC added | 301,441 | $12M | 0.2% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC added | 284,051 | $12M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 266,363 | $11M | 0.2% | 2026-Q1 |
| Prana Capital Management, LP added | 258,581 | $11M | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP trimmed | 258,350 | $11M | 0.2% | 2026-Q1 |
| ALGERT GLOBAL LLC added | 250,671 | $10M | 0.1% | 2026-Q1 |
| Ensign Peak Advisors, Inc trimmed | 248,846 | $10M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 14,502,806 | $899M | 12.8% | 2025-Q4 stale |
| Alyeska Investment Group, L.P. added | 3,972,352 | $246M | 3.5% | 2025-Q4 stale |
| EMINENCE CAPITAL, LP added | 3,812,615 | $236M | 3.4% | 2025-Q4 stale |
| Artemis Investment Management LLP trimmed | 984,103 | $61M | 0.9% | 2025-Q4 stale |
| Munro Partners new | 975,795 | $60M | 0.9% | 2025-Q4 stale |
| Holocene Advisors, LP new | 592,341 | $32M | 0.5% | 2025-Q2 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 537,589 | $29M | 0.4% | 2025-Q2 stale |
| Zurich Insurance Group Ltd/FI trimmed | 424,434 | $23M | 0.3% | 2025-Q1 stale |
| KETTLE HILL CAPITAL MANAGEMENT, LLC new | 394,285 | $22M | 0.3% | 2025-Q2 stale |
| Cannell & Spears LLC new | 380,243 | $20M | 0.3% | 2025-Q1 stale |
| Burgundy Asset Management Ltd. trimmed | 294,896 | $19M | 0.3% | 2025-Q3 stale |
| Eisler Capital Management Ltd. new | 306,250 | $16M | 0.2% | 2025-Q1 stale |
| TWO SIGMA ADVISERS, LP trimmed | 255,400 | $16M | 0.2% | 2025-Q4 stale |
| Wealth High Governance Capital Ltda added | 240,000 | $16M | 0.2% | 2025-Q3 stale |
| TRAN CAPITAL MANAGEMENT, L.P. new | 276,532 | $15M | 0.2% | 2025-Q1 stale |
| Cubist Systematic Strategies, LLC added | 212,789 | $14M | 0.2% | 2025-Q3 stale |
| Philadelphia Financial Management of San Francisco, LLC new | 181,444 | $12M | 0.2% | 2025-Q3 stale |
| Covea Finance new | 175,600 | $11M | 0.2% | 2025-Q3 stale |
| AEGON ASSET MANAGEMENT UK Plc trimmed | 202,299 | $11M | 0.2% | 2025-Q1 stale |
| BW Gestao de Investimentos Ltda. added | 160,000 | $10M | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.