JEF Institutional Ownership & Shareholders
JEFFERIES FINANCIAL GROUP IN (JEF) is currently held by 567 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $6.67B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of JEF tracked by InsiderSet, reporting ownership valued at approximately $834.95M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $770.46M, representing an estimated loss of -7.72% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 48% of the total disclosed JEF value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Aqr Capital Management Llc, Vanguard Portfolio Management Llc, and several other long-term asset managers with concentrated positions in JEFFERIES FINANCIAL GROUP IN (JEF).
This page ranks the largest institutional JEF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
567
Total Reported Value
$6.67B
Largest Holder
Blackrock, Inc.
Largest Position
$834.95M
Insider Transactions (90d)
14
Latest Filing Quarter
Q2 2026
New Institutional Positions
53
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.01% | 16,705,627 | $834,947,258 | $770,463,517 | -$64,483,741 | -7.72% | |
| Aqr Capital Management Llc | 0.15% | 8,426,996 | $421,181,249 | $388,653,056 | -$32,528,193 | -7.72% | |
| Vanguard Portfolio Management Llc | 0.02% | 7,109,182 | $355,316,916 | $327,875,474 | -$27,441,442 | -7.72% | |
| Vanguard Capital Management Llc | 0.01% | 6,692,873 | $334,509,793 | $308,675,303 | -$25,834,490 | -7.72% | |
| Sumitomo Mitsui Financial Group, Inc. | 6.14% | 6,429,337 | $321,338,263 | $296,521,022 | -$24,817,241 | -7.72% | |
| State Street Corp | 0.01% | 4,964,406 | $248,121,012 | $228,958,405 | -$19,162,607 | -7.72% | |
| Massachusetts Mutual Life Insurance Co | 9.78% | 4,654,362 | $232,625,013 | $214,659,175 | -$17,965,838 | -7.72% | |
| Two Sigma Investments, Lp | 0.12% | 3,205,077 | $160,189,748 | $147,818,151 | -$12,371,597 | -7.72% | |
| Geode Capital Management, Llc | 0.01% | 2,977,314 | $148,845,074 | $137,313,722 | -$11,531,352 | -7.75% | |
| Morgan Stanley | 0.01% | 2,898,045 | $144,844,365 | $133,657,835 | -$11,186,530 | -7.72% | |
| Dimensional Fund Advisors Lp | 0.03% | 2,866,541 | $143,255,374 | $132,204,871 | -$11,050,503 | -7.71% | |
| D. E. Shaw & Co., Inc. | 0.09% | 2,788,432 | $139,365,831 | $128,602,484 | -$10,763,347 | -7.72% | |
| Alliancebernstein L.P. | 0.05% | 3,347,848 | $138,165,687 | $154,402,750 | +$16,237,063 | +11.75% | |
| First Pacific Advisors, Lp | 1.67% | 2,704,265 | $135,159,165 | $124,720,702 | -$10,438,463 | -7.72% | |
| Norges Bank | 0.01% | 2,646,300 | $132,262,074 | $122,047,356 | -$10,214,718 | -7.72% | |
| Barrow Hanley Mewhinney & Strauss Llc | 0.39% | 2,545,859 | $127,242,033 | $117,415,017 | -$9,827,016 | -7.72% | |
| Bamco Inc | 0.16% | 2,141,744 | $107,044,365 | $98,777,233 | -$8,267,132 | -7.72% | |
| Jpmorgan Chase & Co | 0.01% | 1,882,582 | $92,194,929 | $86,824,682 | -$5,370,247 | -5.82% | |
| Barclays Plc | 0.03% | 1,596,595 | $79,797,818 | $73,634,961 | -$6,162,857 | -7.72% | |
| Freestone Grove Partners Lp | 0.52% | 1,591,384 | $79,537,372 | $73,394,630 | -$6,142,742 | -7.72% | |
| Ubs Group Ag | 0.01% | 1,562,599 | $78,098,697 | $72,067,066 | -$6,031,631 | -7.72% | |
| Northern Trust Corp | 0.01% | 1,459,968 | $72,969,201 | $67,333,724 | -$5,635,477 | -7.72% | |
| Bank Of New York Mellon Corp | 0.01% | 1,339,953 | $66,970,846 | $61,798,632 | -$5,172,214 | -7.72% | |
| Nuveen, Llc | 0.02% | 1,298,376 | $64,892,815 | $59,881,101 | -$5,011,714 | -7.72% | |
| Goldman Sachs Group Inc | 0.01% | 1,265,262 | $63,237,831 | $58,353,883 | -$4,883,948 | -7.72% | |
| Charles Schwab Investment Management Inc | 0.01% | 1,232,031 | $61,576,909 | $56,821,270 | -$4,755,639 | -7.72% | |
| Beck Mack & Oliver Llc | 1.19% | 1,222,167 | $61,083,907 | $56,366,342 | -$4,717,565 | -7.72% | |
| Vanguard Fiduciary Trust Co | 0.01% | 1,017,239 | $50,841,605 | $46,915,063 | -$3,926,542 | -7.72% | |
| Bank Of America Corp | 0.00% | 1,012,791 | $50,619,298 | $46,709,921 | -$3,909,377 | -7.72% | |
| Newedge Wealth, Llc | 0.50% | 998,413 | $49,900,677 | $46,046,808 | -$3,853,869 | -7.72% | |
| First Trust Advisors Lp | 0.03% | 928,364 | $46,399,657 | $42,816,148 | -$3,583,509 | -7.72% | |
| Moerus Capital Management Llc | 20.28% | 910,370 | $45,500,293 | $41,986,264 | -$3,514,029 | -7.72% | |
| Balyasny Asset Management L.P. | 0.07% | 820,771 | $41,022,135 | $37,853,959 | -$3,168,176 | -7.72% | |
| Jane Street Group, Llc | 0.02% | 779,872 | $38,978,002 | $35,967,697 | -$3,010,305 | -7.72% | |
| Private Management Group Inc | 0.99% | 752,918 | $37,630,842 | $34,724,578 | -$2,906,264 | -7.72% | |
| Squarepoint Ops Llc | 0.07% | 751,324 | $37,551,174 | $34,651,063 | -$2,900,111 | -7.72% | |
| Capital Fund Management S.A. | 0.25% | 688,560 | $34,414,228 | $31,756,387 | -$2,657,841 | -7.72% | |
| Check Capital Management Inc/Ca | 1.98% | 685,910 | $34,281,773 | $31,634,169 | -$2,647,604 | -7.72% | |
| Deutsche Bank Ag\ | 0.01% | 660,454 | $33,009,490 | $30,460,138 | -$2,549,352 | -7.72% | |
| Man Group Plc | 0.06% | 654,306 | $32,702,214 | $30,176,593 | -$2,525,621 | -7.72% | |
| Mraz, Amerine & Associates, Inc. | 4.43% | 619,917 | $28,348,803 | $28,590,572 | +$241,769 | +0.85% | |
| Longaeva Partners L.P. | 0.75% | 519,676 | $25,973,406 | $23,967,457 | -$2,005,949 | -7.72% | |
| Sei Investments Co | 0.02% | 491,082 | $24,544,531 | $22,648,702 | -$1,895,829 | -7.72% | |
| Citadel Advisors Llc | 0.01% | 474,843 | $23,732,653 | $21,899,759 | -$1,832,894 | -7.72% | |
| Assenagon Asset Management S.A. | 0.02% | 516,185 | $23,605,140 | $23,806,452 | +$201,312 | +0.85% | |
| Goodhaven Capital Management, Llc | 7.04% | 445,942 | $22,288,181 | $20,566,845 | -$1,721,336 | -7.72% | |
| Retirement Systems Of Alabama | 0.07% | 441,226 | $22,052,475 | $20,349,343 | -$1,703,132 | -7.72% | |
| Hrt Financial Lp | 0.04% | 437,568 | $21,869,000 | $20,180,636 | -$1,688,364 | -7.72% | |
| Berkshire Hathaway | Warren Buffett | 0.01% | 433,558 | $21,669,229 | $19,995,695 | -$1,673,534 | -7.72% |
| Hosking Partners Llp | 0.77% | 473,389 | $21,648,079 | $21,832,701 | +$184,622 | +0.85% |
Frequently asked questions about JEF
Who are the largest institutional holders of JEF?
The largest institutional holders of JEF reported in the latest SEC Form 13F filings include Blackrock, Inc., Aqr Capital Management Llc, Vanguard Portfolio Management Llc, Vanguard Capital Management Llc, and Sumitomo Mitsui Financial Group, Inc.. InsiderSet ranks institutional holders by their latest reported JEF position.
What is JEF institutional ownership?
This page tracks JEF positions reported by institutional investment managers through SEC Form 13F. JEFFERIES FINANCIAL GROUP IN (JEF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JEF?
InsiderSet currently tracks 567 institutional managers reporting JEF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JEF shareholders.
How much JEF stock do institutions own?
Institutional investment managers disclosed approximately $6.67B in JEF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JEF institutional ownership last updated?
The latest JEF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JEF holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JEF position after the reporting date.
Are institutions buying or selling JEF?
Institutional buying and selling can be analyzed by comparing JEF positions across consecutive 13F reporting periods. InsiderSet's JEF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JEF ownership changes.
How has JEF institutional ownership changed over time?
InsiderSet tracks JEF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.