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 $6.70B 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 $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 $799.70M, representing an estimated loss of -4.22% 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
560
Total Reported Value
$6.70B
Largest Holder
Blackrock, Inc.
Largest Position
$834.95M
Insider Transactions (90d)
11
Latest Filing Quarter
Q2 2026
New Institutional Positions
46
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 | $799,698,364 | -$35,248,894 | -4.22% | |
| Aqr Capital Management Llc | 0.15% | 8,426,996 | $421,181,249 | $403,400,299 | -$17,780,950 | -4.22% | |
| Vanguard Portfolio Management Llc | 0.02% | 7,109,182 | $355,316,916 | $340,316,542 | -$15,000,374 | -4.22% | |
| Vanguard Capital Management Llc | 0.01% | 6,692,873 | $334,509,793 | $320,387,831 | -$14,121,962 | -4.22% | |
| Sumitomo Mitsui Financial Group, Inc. | 6.14% | 6,429,337 | $321,338,263 | $307,772,362 | -$13,565,901 | -4.22% | |
| State Street Corp | 0.01% | 4,964,406 | $248,121,012 | $237,646,115 | -$10,474,897 | -4.22% | |
| Massachusetts Mutual Life Insurance Co | 9.78% | 4,654,362 | $232,625,013 | $222,804,309 | -$9,820,704 | -4.22% | |
| Two Sigma Investments, Lp | 0.12% | 3,205,077 | $160,189,748 | $153,427,036 | -$6,762,712 | -4.22% | |
| Geode Capital Management, Llc | 0.01% | 2,977,314 | $148,845,074 | $142,524,021 | -$6,321,053 | -4.25% | |
| Morgan Stanley | 0.01% | 2,898,045 | $144,844,365 | $138,729,414 | -$6,114,951 | -4.22% | |
| Dimensional Fund Advisors Lp | 0.03% | 2,866,541 | $143,255,374 | $137,221,318 | -$6,034,056 | -4.21% | |
| D. E. Shaw & Co., Inc. | 0.09% | 2,788,432 | $139,365,831 | $133,482,240 | -$5,883,591 | -4.22% | |
| Alliancebernstein L.P. | 0.05% | 3,347,848 | $138,165,687 | $160,261,484 | +$22,095,797 | +15.99% | |
| First Pacific Advisors, Lp | 1.67% | 2,704,265 | $135,159,165 | $129,453,166 | -$5,705,999 | -4.22% | |
| Norges Bank | 0.01% | 2,646,300 | $132,262,074 | $126,678,381 | -$5,583,693 | -4.22% | |
| Barrow Hanley Mewhinney & Strauss Llc | 0.39% | 2,545,859 | $127,242,033 | $121,870,270 | -$5,371,763 | -4.22% | |
| Bamco Inc | 0.16% | 2,141,744 | $107,044,365 | $102,525,285 | -$4,519,080 | -4.22% | |
| Jpmorgan Chase & Co | 0.01% | 1,882,582 | $92,194,929 | $90,119,200 | -$2,075,729 | -2.25% | |
| Barclays Plc | 0.03% | 1,596,595 | $79,797,818 | $76,429,003 | -$3,368,815 | -4.22% | |
| Freestone Grove Partners Lp | 0.52% | 1,591,384 | $79,537,372 | $76,179,552 | -$3,357,820 | -4.22% | |
| Ubs Group Ag | 0.01% | 1,562,599 | $78,098,697 | $74,801,614 | -$3,297,083 | -4.22% | |
| Northern Trust Corp | 0.01% | 1,459,968 | $72,969,201 | $69,888,668 | -$3,080,533 | -4.22% | |
| Bank Of New York Mellon Corp | 0.01% | 1,339,953 | $66,970,846 | $64,143,550 | -$2,827,296 | -4.22% | |
| Nuveen, Llc | 0.02% | 1,298,376 | $64,892,815 | $62,153,259 | -$2,739,556 | -4.22% | |
| Goldman Sachs Group Inc | 0.01% | 1,265,262 | $63,237,831 | $60,568,092 | -$2,669,739 | -4.22% | |
| Charles Schwab Investment Management Inc | 0.01% | 1,232,031 | $61,576,909 | $58,977,324 | -$2,599,585 | -4.22% | |
| Beck Mack & Oliver Llc | 1.19% | 1,222,167 | $61,083,907 | $58,505,134 | -$2,578,773 | -4.22% | |
| Assenagon Asset Management S.A. | 0.07% | 1,027,771 | $51,367,995 | $49,199,398 | -$2,168,597 | -4.22% | |
| Vanguard Fiduciary Trust Co | 0.01% | 1,017,239 | $50,841,605 | $48,695,231 | -$2,146,374 | -4.22% | |
| Bank Of America Corp | 0.00% | 1,012,791 | $50,619,298 | $48,482,305 | -$2,136,993 | -4.22% | |
| Newedge Wealth, Llc | 0.50% | 998,413 | $49,900,677 | $47,794,030 | -$2,106,647 | -4.22% | |
| First Trust Advisors Lp | 0.03% | 928,364 | $46,399,657 | $44,440,785 | -$1,958,872 | -4.22% | |
| Moerus Capital Management Llc | 20.28% | 910,370 | $45,500,293 | $43,579,412 | -$1,920,881 | -4.22% | |
| Balyasny Asset Management L.P. | 0.07% | 820,771 | $41,022,135 | $39,290,308 | -$1,731,827 | -4.22% | |
| Jane Street Group, Llc | 0.02% | 779,872 | $38,978,002 | $37,332,473 | -$1,645,529 | -4.22% | |
| Private Management Group Inc | 0.99% | 752,918 | $37,630,842 | $36,042,185 | -$1,588,657 | -4.22% | |
| Squarepoint Ops Llc | 0.07% | 751,324 | $37,551,174 | $35,965,880 | -$1,585,294 | -4.22% | |
| Capital Fund Management S.A. | 0.25% | 688,560 | $34,414,228 | $32,961,367 | -$1,452,861 | -4.22% | |
| Deutsche Bank Ag\ | 0.01% | 660,454 | $33,009,490 | $31,615,933 | -$1,393,557 | -4.22% | |
| Man Group Plc | 0.06% | 654,306 | $32,702,214 | $31,321,628 | -$1,380,586 | -4.22% | |
| Mraz, Amerine & Associates, Inc. | 4.42% | 617,122 | $30,843,757 | $29,541,630 | -$1,302,127 | -4.22% | |
| Longaeva Partners L.P. | 0.75% | 519,676 | $25,973,406 | $24,876,890 | -$1,096,516 | -4.22% | |
| Hosking Partners Llp | 0.84% | 503,811 | $25,180,474 | $24,117,433 | -$1,063,041 | -4.22% | |
| Sei Investments Co | 0.02% | 491,082 | $24,544,531 | $23,508,095 | -$1,036,436 | -4.22% | |
| Citadel Advisors Llc | 0.01% | 474,843 | $23,732,653 | $22,730,734 | -$1,001,919 | -4.22% | |
| Retirement Systems Of Alabama | 0.07% | 441,226 | $22,052,475 | $21,121,489 | -$930,986 | -4.22% | |
| Hrt Financial Lp | 0.04% | 437,568 | $21,869,000 | $20,946,380 | -$922,620 | -4.22% | |
| Berkshire Hathaway | Warren Buffett | 0.01% | 433,558 | $21,669,229 | $20,754,421 | -$914,808 | -4.22% |
| Rhumbline Advisers | 0.02% | 417,423 | $20,862,754 | $19,982,039 | -$880,715 | -4.22% | |
| Cibc Bancorp Usa Inc. | 0.03% | 413,702 | $20,676,809 | $19,803,915 | -$872,894 | -4.22% |
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.