JEFFERIES FINANCIAL GROUP IN (JEF) Institutional Ownership Changes & 13F Activity
JEFFERIES FINANCIAL GROUP IN (JEF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Aqr Capital Management Llc, Jacobs Levy Equity Management, Inc, Bamco Inc, Millennium Management Llc, and Longaeva Partners L.P..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | Buy | +24,828 | +20.7% | 144,741 | $7.23M | Q2 2026 | Sep 09, 2026 |
| Integrated Wealth Concepts Llc | Sell | -2,936 | -13.1% | 19,453 | $972.26K | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -5 | -1.1% | 464 | $23.19K | Q2 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Sell | -216,012 | -31.3% | 474,843 | $23.73M | Q2 2026 | Sep 02, 2026 |
| Allianz Asset Management Gmbh | Sell | -56,280 | -33.8% | 110,093 | $5.50M | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Buy | +668 | +1.7% | 39,739 | $1.99M | Q2 2026 | Aug 27, 2026 |
| Brown Financial Advisors | Sell | -102 | -1.0% | 9,621 | $480.86K | Q2 2026 | Aug 26, 2026 |
| California State Teachers Retirement System | Sell | -1,616 | -0.9% | 177,805 | $8.89M | Q2 2026 | Aug 24, 2026 |
| Assenagon Asset Management S.A. | Sell | -66,393 | -6.1% | 1,027,771 | $51.37M | Q2 2026 | Aug 21, 2026 |
| Mercer Global Advisors Inc | Buy | +51,308 | +23.3% | 271,560 | $13.57M | Q2 2026 | Aug 19, 2026 |
| Public Employees Retirement System Of Ohio | Sell | -5,081 | -10.5% | 43,216 | $2.16M | Q2 2026 | Aug 17, 2026 |
| Pure Financial Advisors, Llc | Buy | +4,674 | — | 4,674 | $233.61K | Q2 2026 | Aug 17, 2026 |
| Proficio Capital Partners Llc | Buy | +4,453 | — | 4,453 | $222.56K | Q2 2026 | Aug 17, 2026 |
| Valueworks Llc | Buy | +1,034 | +0.3% | 369,053 | $18.45M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Buy | +203 | +1.9% | 11,139 | $556.71K | Q2 2026 | Aug 17, 2026 |
| Caitlin John, Llc | Sell | -18 | -28.6% | 45 | $2.25K | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +4 | +44.4% | 13 | $649.00 | Q2 2026 | Aug 17, 2026 |
| Aqr Capital Management Llc | Buy | +3,144,305 | +59.5% | 8,426,996 | $421.18M | Q2 2026 | Aug 14, 2026 |
| Jacobs Levy Equity Management, Inc | Sell | -834,751 | -81.5% | 189,944 | $9.49M | Q2 2026 | Aug 14, 2026 |
| Bamco Inc | Buy | +611,516 | +40.0% | 2,141,744 | $107.04M | Q2 2026 | Aug 14, 2026 |
| Millennium Management Llc | Sell | -610,031 | -60.0% | 406,773 | $20.33M | Q2 2026 | Aug 14, 2026 |
| Longaeva Partners L.P. | Buy | +519,676 | — | 519,676 | $25.97M | Q2 2026 | Aug 14, 2026 |
| Alliancebernstein L.P. | Sell | -443,679 | -11.7% | 3,347,848 | $138.17M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Buy | +380,024 | +13.5% | 3,205,077 | $160.19M | Q2 2026 | Aug 14, 2026 |
| Sei Investments Co | Sell | -369,805 | -43.0% | 491,082 | $24.54M | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +365,769 | — | 365,769 | $18.28M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +354,024 | — | 354,024 | $17.69M | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment Lp | Buy | +295,998 | +472.5% | 358,645 | $17.93M | Q2 2026 | Aug 14, 2026 |
| Balyasny Asset Management L.P. | Buy | +292,187 | +55.3% | 820,771 | $41.02M | Q2 2026 | Aug 14, 2026 |
| Freestone Grove Partners Lp | Buy | +281,388 | +21.5% | 1,591,384 | $79.54M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about JEF activity
Which institutional owners are buying JEF?
Institutional owners buying JEF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in JEF activity?
"Buy" means an investor increased their reported position in JEF compared to the prior reporting period. This reflects growing exposure to JEFFERIES FINANCIAL GROUP IN (JEF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in JEF increasing?
Institutional interest in JEF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related JEF Institutional Insights
- JEF Overview
- JEF 13F Institutional Holders
- JEF Top Institutional Shareholders
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- JEF Insider Trading & SEC Form 4 Activity
- JEF Articles
- Top Institutional Investor Stock Rankings