Who owns Jefferies Financial Group (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-Q2 13F filings (latest filed 2026-09-22). 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
192 tracked funds added or opened JEF while 103 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% 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 2026-Q1 and 2026-Q2, across 551 tracked filers holding JEF, 268 increased or opened the position and 285 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 2026-Q1 and 2026-Q2 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 29
- Nykredit A/S$47M
- Longaeva Partners L.P.$26M
- Fideuram Asset Management (Ireland) dac$19M
- Azora Capital LP$11M
- MUFG Securities EMEA plc$6M
- NewEdge Advisors, LLC$3M
Full exits 50
- Qube Research & Technologies Ltd$42M
- HRT FINANCIAL LP$22M
- Private Capital Management, LLC$21M
- Pacer Advisors, Inc.$20M
- Migdal Insurance & Financial Holdings Ltd.$16M
- ACADIAN ASSET MANAGEMENT LLC$10M
Largest adds
- BlackRock, Inc.$216M
- AQR CAPITAL MANAGEMENT LLC$206M
- VANGUARD CAPITAL MANAGEMENT LLC$57M
- STATE STREET CORP$46M
- BAMCO INC /NY/$44M
- TWO SIGMA INVESTMENTS, LP$44M
Largest trims
- ALLIANCEBERNSTEIN L.P.$97M
- BARROW HANLEY MEWHINNEY & STRAUSS LLC$77M
- SUMITOMO MITSUI FINANCIAL GROUP, INC.$60M
- JACOBS LEVY EQUITY MANAGEMENT, INC$33M
- Perpetual Ltd$26M
- FMR LLC$26M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 16,705,627 | $835M | 13.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 8,426,996 | $421M | 6.7% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 7,109,182 | $355M | 5.6% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 6,692,873 | $335M | 5.3% | 2026-Q2 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. trimmed | 6,429,337 | $321M | 5.1% | 2026-Q2 |
| STATE STREET CORP added | 4,964,406 | $248M | 3.9% | 2026-Q2 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 4,654,362 | $233M | 3.7% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 3,347,848 | $138M | 2.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 3,205,077 | $160M | 2.5% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 2,977,314 | $149M | 2.4% | 2026-Q2 |
| MORGAN STANLEY added | 2,898,045 | $145M | 2.3% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 2,866,541 | $143M | 2.3% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 2,788,432 | $139M | 2.2% | 2026-Q2 |
| First Pacific Advisors, LP added | 2,704,265 | $135M | 2.1% | 2026-Q2 |
| NORGES BANK added | 2,646,300 | $132M | 2.1% | 2026-Q2 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC trimmed | 2,545,859 | $127M | 2.0% | 2026-Q2 |
| BAMCO INC /NY/ added | 2,141,744 | $107M | 1.7% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 1,882,582 | $92M | 1.5% | 2026-Q2 |
| BARCLAYS PLC trimmed | 1,596,595 | $80M | 1.3% | 2026-Q2 |
| Freestone Grove Partners LP added | 1,591,384 | $80M | 1.3% | 2026-Q2 |
| UBS Group AG added | 1,562,599 | $78M | 1.2% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,459,968 | $73M | 1.2% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 1,339,953 | $67M | 1.1% | 2026-Q2 |
| Nuveen, LLC added | 1,298,376 | $65M | 1.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,265,262 | $63M | 1.0% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,232,031 | $62M | 1.0% | 2026-Q2 |
| BECK MACK & OLIVER LLC trimmed | 1,222,167 | $61M | 1.0% | 2026-Q2 |
| Assenagon Asset Management S.A. trimmed | 1,027,771 | $51M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 1,017,239 | $51M | 0.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,012,791 | $51M | 0.8% | 2026-Q2 |
| NewEdge Wealth, LLC trimmed | 998,413 | $50M | 0.8% | 2026-Q2 |
| Nykredit A/S new | 941,443 | $47M | 0.7% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 928,364 | $46M | 0.7% | 2026-Q2 |
| Moerus Capital Management LLC added | 910,370 | $46M | 0.7% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 820,771 | $41M | 0.7% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 779,872 | $39M | 0.6% | 2026-Q2 |
| PRIVATE MANAGEMENT GROUP INC trimmed | 752,918 | $38M | 0.6% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 751,324 | $38M | 0.6% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 688,560 | $34M | 0.5% | 2026-Q2 |
| CHECK CAPITAL MANAGEMENT INC/CA added | 685,910 | $34M | 0.5% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 660,454 | $33M | 0.5% | 2026-Q2 |
| Man Group plc added | 654,306 | $33M | 0.5% | 2026-Q2 |
| Mraz, Amerine & Associates, Inc. added | 617,122 | $31M | 0.5% | 2026-Q2 |
| Longaeva Partners L.P. added | 519,676 | $26M | 0.4% | 2026-Q2 |
| Hosking Partners LLP trimmed | 503,811 | $25M | 0.4% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 491,082 | $25M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 474,843 | $24M | 0.4% | 2026-Q2 |
| GoodHaven Capital Management, LLC added | 445,942 | $22M | 0.4% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 441,226 | $22M | 0.3% | 2026-Q2 |
| BERKSHIRE HATHAWAY INC | 433,558 | $22M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 417,423 | $21M | 0.3% | 2026-Q2 |
| CIBC Bancorp USA Inc. added | 413,702 | $21M | 0.3% | 2026-Q2 |
| Cerity Partners LLC added | 413,335 | $21M | 0.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 406,773 | $20M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 399,309 | $20M | 0.3% | 2026-Q2 |
| Ensign Peak Advisors, Inc added | 395,780 | $20M | 0.3% | 2026-Q2 |
| Quantinno Capital Management LP added | 390,494 | $20M | 0.3% | 2026-Q2 |
| Fideuram Asset Management (Ireland) dac new | 377,574 | $19M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 371,204 | $19M | 0.3% | 2026-Q2 |
| VALUEWORKS LLC added | 369,053 | $18M | 0.3% | 2026-Q2 |
| Invesco Ltd. added | 365,769 | $18M | 0.3% | 2026-Q2 |
| Trexquant Investment LP added | 358,645 | $18M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 354,024 | $18M | 0.3% | 2026-Q2 |
| Mariner, LLC added | 334,270 | $17M | 0.3% | 2026-Q2 |
| ROBOTTI ROBERT added | 328,279 | $16M | 0.3% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL trimmed | 312,268 | $16M | 0.2% | 2026-Q2 |
| Gradient Investments LLC added | 308,894 | $15M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 307,700 | $15M | 0.2% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 305,363 | $15M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 302,201 | $15M | 0.2% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 275,086 | $14M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 271,560 | $14M | 0.2% | 2026-Q2 |
| LOOMIS SAYLES & CO L P trimmed | 238,730 | $12M | 0.2% | 2026-Q2 |
| Legal & General Group Plc added | 236,891 | $12M | 0.2% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 225,094 | $11M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 225,085 | $11M | 0.2% | 2026-Q2 |
| Focus Partners Wealth added | 218,333 | $11M | 0.2% | 2026-Q2 |
| Azora Capital LP new | 211,758 | $11M | 0.2% | 2026-Q2 |
| FIRST MANHATTAN CO. LLC. added | 197,183 | $10M | 0.2% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 196,580 | $10M | 0.2% | 2026-Q2 |
| Rock Point Advisors, LLC trimmed | 194,267 | $10M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 191,830 | $10M | 0.2% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 189,944 | $9M | 0.2% | 2026-Q2 |
| Creative Planning added | 189,341 | $9M | 0.1% | 2026-Q2 |
| Sequoia Financial Advisors, LLC added | 182,934 | $9M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 177,805 | $9M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 168,657 | $7M | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 164,331 | $8M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 160,650 | $8M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 158,791 | $8M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 152,197 | $8M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 150,512 | $8M | 0.1% | 2026-Q2 |
| Chou Associates Management Inc. | 149,237 | $7M | 0.1% | 2026-Q2 |
| Merrion Investment Management Co, LLC trimmed | 147,895 | $7M | 0.1% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 146,687 | $7M | 0.1% | 2026-Q2 |
| Waterfront Wealth Inc. trimmed | 145,554 | $8M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 144,851 | $7M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 144,741 | $7M | 0.1% | 2026-Q2 |
| FMR LLC trimmed | 142,141 | $7M | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd added | 140,910 | $7M | 0.1% | 2026-Q2 |
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.