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..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Manufacturers Life Insurance Company, TheBuy+24,828+20.7%144,741$7.23MQ2 2026Sep 09, 2026
Integrated Wealth Concepts LlcSell-2,936-13.1%19,453$972.26KQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustSell-5-1.1%464$23.19KQ2 2026Sep 04, 2026
Citadel Advisors LlcSell-216,012-31.3%474,843$23.73MQ2 2026Sep 02, 2026
Allianz Asset Management GmbhSell-56,280-33.8%110,093$5.50MQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+668+1.7%39,739$1.99MQ2 2026Aug 27, 2026
Brown Financial AdvisorsSell-102-1.0%9,621$480.86KQ2 2026Aug 26, 2026
California State Teachers Retirement SystemSell-1,616-0.9%177,805$8.89MQ2 2026Aug 24, 2026
Assenagon Asset Management S.A.Sell-66,393-6.1%1,027,771$51.37MQ2 2026Aug 21, 2026
Mercer Global Advisors IncBuy+51,308+23.3%271,560$13.57MQ2 2026Aug 19, 2026
Public Employees Retirement System Of OhioSell-5,081-10.5%43,216$2.16MQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcBuy+4,6744,674$233.61KQ2 2026Aug 17, 2026
Proficio Capital Partners LlcBuy+4,4534,453$222.56KQ2 2026Aug 17, 2026
Valueworks LlcBuy+1,034+0.3%369,053$18.45MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+203+1.9%11,139$556.71KQ2 2026Aug 17, 2026
Caitlin John, LlcSell-18-28.6%45$2.25KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+4+44.4%13$649.00Q2 2026Aug 17, 2026
Aqr Capital Management LlcBuy+3,144,305+59.5%8,426,996$421.18MQ2 2026Aug 14, 2026
Jacobs Levy Equity Management, IncSell-834,751-81.5%189,944$9.49MQ2 2026Aug 14, 2026
Bamco IncBuy+611,516+40.0%2,141,744$107.04MQ2 2026Aug 14, 2026
Millennium Management LlcSell-610,031-60.0%406,773$20.33MQ2 2026Aug 14, 2026
Longaeva Partners L.P.Buy+519,676519,676$25.97MQ2 2026Aug 14, 2026
Alliancebernstein L.P.Sell-443,679-11.7%3,347,848$138.17MQ2 2026Aug 14, 2026
Two Sigma Investments, LpBuy+380,024+13.5%3,205,077$160.19MQ2 2026Aug 14, 2026
Sei Investments CoSell-369,805-43.0%491,082$24.54MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+365,769365,769$18.28MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+354,024354,024$17.69MQ2 2026Aug 14, 2026
Trexquant Investment LpBuy+295,998+472.5%358,645$17.93MQ2 2026Aug 14, 2026
Balyasny Asset Management L.P.Buy+292,187+55.3%820,771$41.02MQ2 2026Aug 14, 2026
Freestone Grove Partners LpBuy+281,388+21.5%1,591,384$79.54MQ2 2026Aug 14, 2026
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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.