JEFFERIES FINANCIAL GROUP IN (JEF) Institutional Shareholders
JEFFERIES FINANCIAL GROUP IN (JEF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $5.75B in JEF holdings during the latest filing period.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of JEF tracked by InsiderSet, reporting ownership valued at approximately $724.52M in its March 31, 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 $958.54M, representing an estimated gain of +32.30% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 50% of the total disclosed JEF value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Sumitomo Mitsui Financial Group, Inc., 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
554
Total Reported Value
$5.75B
Largest Holder
Blackrock, Inc.
Largest Position
$724.52M
Insider Transactions (90d)
15
Latest Filing Quarter
Q2 2026
New Institutional Positions
57
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% | 17,555,715 | $724,524,342 | $958,542,039 | +$234,017,697 | +32.30% | |
| Sumitomo Mitsui Financial Group, Inc. | 7.76% | 9,247,081 | $381,627,033 | $504,890,623 | +$123,263,590 | +32.30% | |
| Vanguard Portfolio Management Llc | 0.02% | 7,824,536 | $322,918,601 | $427,219,666 | +$104,301,065 | +32.30% | |
| Vanguard Capital Management Llc | 0.01% | 6,714,897 | $277,123,799 | $366,633,376 | +$89,509,577 | +32.30% | |
| Alliancebernstein L.P. | 0.08% | 3,791,527 | $234,960,928 | $207,017,374 | -$27,943,554 | -11.89% | |
| Aqr Capital Management Llc | 0.10% | 5,282,691 | $215,745,104 | $288,434,929 | +$72,689,825 | +33.69% | |
| Barrow Hanley Mewhinney & Strauss Llc | 0.67% | 4,951,027 | $204,328,885 | $270,326,074 | +$65,997,189 | +32.30% | |
| State Street Corp | 0.01% | 4,892,744 | $201,923,545 | $267,143,822 | +$65,220,277 | +32.30% | |
| Massachusetts Mutual Life Insurance Co | 8.86% | 4,654,362 | $192,085,520 | $254,128,165 | +$62,042,645 | +32.30% | |
| Geode Capital Management, Llc | 0.01% | 3,046,972 | $125,779,964 | $166,364,671 | +$40,584,707 | +32.27% | |
| Two Sigma Investments, Lp | 0.10% | 2,825,053 | $116,589,937 | $154,247,894 | +$37,657,957 | +32.30% | |
| Morgan Stanley | 0.01% | 2,813,224 | $116,101,835 | $153,602,030 | +$37,500,195 | +32.30% | |
| Dimensional Fund Advisors Lp | 0.02% | 2,666,097 | $110,015,235 | $145,568,896 | +$35,553,661 | +32.32% | |
| D. E. Shaw & Co., Inc. | 0.09% | 2,617,295 | $108,015,765 | $142,904,307 | +$34,888,542 | +32.30% | |
| First Pacific Advisors, Lp | 1.50% | 2,586,501 | $106,744,896 | $141,222,955 | +$34,478,059 | +32.30% | |
| Barclays Plc | 0.03% | 1,740,025 | $71,810,832 | $95,005,365 | +$23,194,533 | +32.30% | |
| Bamco Inc | 0.19% | 1,530,228 | $63,152,510 | $83,550,449 | +$20,397,939 | +32.30% | |
| Northern Trust Corp | 0.01% | 1,452,078 | $59,927,258 | $79,283,459 | +$19,356,201 | +32.30% | |
| Bank Of New York Mellon Corp | 0.01% | 1,404,248 | $57,953,297 | $76,671,941 | +$18,718,644 | +32.30% | |
| Freestone Grove Partners Lp | 0.39% | 1,309,996 | $54,063,535 | $71,525,782 | +$17,462,247 | +32.30% | |
| Assenagon Asset Management S.A. | 0.07% | 1,027,771 | $51,367,995 | $56,116,297 | +$4,748,302 | +9.24% | |
| Charles Schwab Investment Management Inc | 0.01% | 1,230,029 | $50,763,297 | $67,159,583 | +$16,396,286 | +32.30% | |
| Beck Mack & Oliver Llc | 1.04% | 1,223,102 | $50,477,420 | $66,781,369 | +$16,303,949 | +32.30% | |
| Goldman Sachs Group Inc | 0.01% | 1,069,167 | $44,124,525 | $58,376,518 | +$14,251,993 | +32.30% | |
| Jacobs Levy Equity Management, Inc | 0.18% | 1,024,695 | $42,289,163 | $55,948,347 | +$13,659,184 | +32.30% | |
| Nuveen, Llc | 0.01% | 1,018,993 | $42,053,841 | $55,637,018 | +$13,583,177 | +32.30% | |
| Newedge Wealth, Llc | 0.50% | 1,017,831 | $42,005,893 | $55,573,573 | +$13,567,680 | +32.30% | |
| Millennium Management Llc | 0.03% | 1,016,804 | $41,963,501 | $55,517,498 | +$13,553,997 | +32.30% | |
| Vanguard Fiduciary Trust Co | 0.01% | 1,015,452 | $41,907,704 | $55,443,679 | +$13,535,975 | +32.30% | |
| Qube Research & Technologies Ltd | 0.06% | 1,006,361 | $41,532,518 | $54,947,311 | +$13,414,793 | +32.30% | |
| Squarepoint Ops Llc | 0.08% | 927,048 | $38,259,271 | $50,616,821 | +$12,357,550 | +32.30% | |
| Private Management Group Inc | 0.99% | 752,918 | $37,630,842 | $41,109,323 | +$3,478,481 | +9.24% | |
| Ubs Group Ag | 0.01% | 908,092 | $37,476,957 | $49,581,823 | +$12,104,866 | +32.30% | |
| Jane Street Group, Llc | 0.04% | 868,272 | $35,833,586 | $47,407,651 | +$11,574,065 | +32.30% | |
| Sei Investments Co | 0.03% | 860,887 | $35,528,850 | $47,004,430 | +$11,475,580 | +32.30% | |
| Fmr Llc | 0.00% | 860,062 | $35,494,764 | $46,959,385 | +$11,464,621 | +32.30% | |
| Moerus Capital Management Llc | 11.84% | 777,068 | $32,069,596 | $42,427,913 | +$10,358,317 | +32.30% | |
| Bank Of America Corp | 0.00% | 775,985 | $32,024,920 | $42,368,781 | +$10,343,861 | +32.30% | |
| Mraz, Amerine & Associates, Inc. | 4.42% | 617,122 | $30,843,757 | $33,694,861 | +$2,851,104 | +9.24% | |
| Citadel Advisors Llc | 0.02% | 690,855 | $28,511,586 | $37,720,683 | +$9,209,097 | +32.30% | |
| Deutsche Bank Ag\ | 0.01% | 644,593 | $26,602,354 | $35,194,778 | +$8,592,424 | +32.30% | |
| Man Group Plc | 0.05% | 620,349 | $25,601,804 | $33,871,055 | +$8,269,251 | +32.30% | |
| Storebrand Asset Management As | 0.01% | 890,141 | $24,640,940 | $48,601,699 | +$23,960,759 | +97.24% | |
| Marshall Wace, Llp | 0.02% | 564,665 | $23,303,724 | $30,830,709 | +$7,526,985 | +32.30% | |
| Retirement Systems Of Alabama | 0.07% | 441,226 | $22,052,475 | $24,090,940 | +$2,038,465 | +9.24% | |
| Balyasny Asset Management L.P. | 0.04% | 528,584 | $21,814,662 | $28,860,686 | +$7,046,024 | +32.30% | |
| Hosking Partners Llp | 0.76% | 515,654 | $21,281,041 | $28,154,708 | +$6,873,667 | +32.30% | |
| Private Capital Management, Llc | 2.16% | 514,469 | $21,232,118 | $28,090,007 | +$6,857,889 | +32.30% | |
| Russell Investments Group, Ltd. | 0.02% | 482,273 | $19,885,351 | $26,332,106 | +$6,446,755 | +32.42% | |
| Fideuram Asset Management (Ireland) Dac | 0.35% | 377,574 | $18,625,326 | $20,615,540 | +$1,990,214 | +10.69% |
Frequently asked questions about JEF
Who owns the most JEF stock?
The largest holders of JEF are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for JEFFERIES FINANCIAL GROUP IN (JEF).
Is JEF widely held by superinvestors?
Many widely followed stocks like JEF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JEF is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.