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Equibles

JEF

Jefferies Financial Group Inc.

Company with tickers: JEF

CIK
96223
CUSIP
47233W109
Shares Outstanding
204,432,307
13F Activity (30d)
172 filings 166 filers

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 506
Total Value: $3,363,353,820
Total Shares: 81,496,344
Showing 1–100 of 526 holdings by value · page 1 of 6

Institutional Ownership Trend

25 quarters

Superinvestors Holding JEF

All superinvestors →
Warren Buffett $28,363,364 Francis Chou $6,159,010 Ray Dalio $1,479,446 Joel Greenblatt $882,393

Holder Concentration

Across 506 13F filers · Δ vs Dec 31, 2025
Top Holder
11.3%
Jun 2023 → Mar 2026 · range 10.2% – 15.2%
−2.0 pts
Top 5
37.4%
Jun 2023 → Mar 2026 · range 34.7% – 39.3%
+2.5 pts
Top 10
53.3%
Jun 2023 → Mar 2026 · range 46.1% – 53.3%
+7.2 pts
HHI
384
Jun 2023 → Mar 2026 · range 358 – 506
Broadly held+20

Quarterly Activity

vs Dec 31, 2025
New
84
Increased
192
Decreased
149
Sold Out
137
Unchanged
81
Holder count: -53
Institutional value: -21.8%
Shares held: +17.4%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Large BARROW HANLEY MEWHINNEY & STRAUSS LLC +3,195,970 4,951,027
Mega TWO SIGMA INVESTMENTS, LP +2,593,516 2,825,053
Mega D. E. Shaw & Co., Inc. +1,654,025 2,962,595
Large Assenagon Asset Management S.A. +963,917 1,094,164
Large Squarepoint Ops LLC +648,580 944,248

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega Fisher Asset Management, LLC −2,100,509 14,807
Large CI INVESTMENTS INC. −535,234 85,677
Mega FIRST TRUST ADVISORS LP −428,268 177,049
Mega DEUTSCHE BANK AG\ −309,698 644,593
Large SG Americas Securities, LLC −290,867 20,552

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega VANGUARD CAPITAL MANAGEMENT LLC 6,714,897 $277,123,799
Mega VANGUARD FIDUCIARY TRUST CO 1,015,452 $41,907,704
Mid Perpetual Ltd 627,141 $25,882,109
Large VOLORIDGE INVESTMENT MANAGEMENT, LLC 363,424 $14,998,508
Large Caption Management, LLC 300,000 $12,381,000

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mid BECK MACK & OLIVER LLC 1,232,297 $76,365,445
Mega UBS Group AG 1,071,817 $66,420,497
Mid Artemis Investment Management LLP 984,103 $60,984,862
Mid Munro Partners 975,795 $60,470,016
Mid PRIVATE MANAGEMENT GROUP INC 657,900 $40,770,063
Filter: New 84 Increased 192 Reduced 149 Sold out 137 Unchanged 81
Showing 100 of 526
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mid SUMITOMO MITSUI FINANCIAL GROUP, INC. $381,627,032 11.35% 9,247,081
Mega VANGUARD CAPITAL MANAGEMENT LLC $277,123,799 8.24% 6,714,897
Large BARROW HANLEY MEWHINNEY & STRAUSS LLC $204,328,883 6.08% 4,951,027
Mega STATE STREET CORP $201,923,544 6.00% 4,892,744
Mid MASSACHUSETTS MUTUAL LIFE INSURANCE CO Insurance $192,085,519 5.71% 4,654,362
Mega GEODE CAPITAL MANAGEMENT, LLC $125,748,534 3.74% 3,046,972
Mega TWO SIGMA INVESTMENTS, LP $116,589,937 3.47% 2,825,053
Mega D. E. Shaw & Co., Inc. $108,015,764 3.21% 2,617,295
Mid First Pacific Advisors, LP $106,744,896 3.17% 2,586,501
Mega NORTHERN TRUST CORP Bank $59,927,256 1.78% 1,452,078
Large Freestone Grove Partners LP $54,063,534 1.61% 1,309,996
Large Assenagon Asset Management S.A. $45,156,148 1.34% 1,094,164
Large JACOBS LEVY EQUITY MANAGEMENT, INC $42,289,162 1.26% 1,024,695
Mega Nuveen, LLC $42,053,839 1.25% 1,018,993
Mid NewEdge Wealth, LLC $42,005,885 1.25% 1,017,831
Mega VANGUARD FIDUCIARY TRUST CO Bank $41,907,704 1.25% 1,015,452
Large Squarepoint Ops LLC $38,259,270 1.14% 927,048
Large SEI INVESTMENTS CO $35,528,806 1.06% 860,887
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $32,755,999 0.97% 793,700
Small Moerus Capital Management LLC $32,069,596 0.95% 777,068
Mid CHECK CAPITAL MANAGEMENT INC/CA $28,070,657 0.83% 680,171
Mega DEUTSCHE BANK AG\ Bank $26,602,350 0.79% 644,593
Mid Perpetual Ltd $25,882,109 0.77% 627,141
Large Man Group plc $25,601,802 0.76% 620,349
Small Mraz, Amerine & Associates, Inc. $25,353,110 0.75% 614,323
Large MARSHALL WACE, LLP $23,303,723 0.69% 564,665
Large HRT FINANCIAL LP $21,657,299 0.64% 524,771
Mid Hosking Partners LLP $21,281,040 0.63% 515,654
Small Private Capital Management, LLC $21,232,135 0.63% 514,469
Large Russell Investments Group, Ltd. $19,903,399 0.59% 482,273
Large Retirement Systems of Alabama Pension $19,594,459 0.58% 474,787
Small GoodHaven Capital Management, LLC $18,358,422 0.55% 444,837
Mega RHUMBLINE ADVISERS $17,792,570 0.53% 431,126
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $17,333,400 0.52% 420,000
Mid Jump Financial, LLC $16,718,477 0.50% 405,100
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $16,662,387 0.50% 403,741
Mid Migdal Insurance & Financial Holdings Ltd. Insurance $16,425,460 0.49% 398,000
Large CAPITAL FUND MANAGEMENT S.A. $15,928,858 0.47% 385,967
Mega PRINCIPAL FINANCIAL GROUP INC $15,257,930 0.45% 369,710
Small VALUEWORKS LLC $15,188,144 0.45% 368,019
Large VOLORIDGE INVESTMENT MANAGEMENT, LLC $14,998,508 0.45% 363,424
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $13,997,380 0.42% 339,166
Large Cerity Partners LLC $13,636,886 0.41% 330,431
Small ROBOTTI ROBERT $13,535,279 0.40% 327,969
Large CAPTRUST FINANCIAL ADVISORS $13,158,609 0.39% 318,842
Large TUDOR INVESTMENT CORP ET AL $13,012,307 0.39% 315,297
Mega Swiss National Bank Bank $12,636,874 0.38% 306,200
Mid Gradient Investments LLC $12,440,470 0.37% 301,441
Mega California Public Employees Retirement System Pension $10,992,801 0.33% 266,363
Mid Prana Capital Management, LP $10,671,637 0.32% 258,581
Large Quantinno Capital Management LP $10,662,104 0.32% 258,350
Mid ALGERT GLOBAL LLC $10,345,192 0.31% 250,671
Large Ensign Peak Advisors, Inc $10,269,874 0.31% 248,846
Large ACADIAN ASSET MANAGEMENT LLC $9,751,399 0.29% 236,283
Mega AMERICAN CENTURY COMPANIES INC $9,711,738 0.29% 235,322
Small Rock Point Advisors, LLC $9,703,897 0.29% 235,132
Mega Legal & General Group Plc $9,642,776 0.29% 233,651
Large MERCER GLOBAL ADVISORS INC /ADV $9,089,800 0.27% 220,252
Large IEQ CAPITAL, LLC $8,683,992 0.26% 210,419
Large BANK OF NOVA SCOTIA Bank $8,561,461 0.25% 207,450
Mega D. E. Shaw & Co., Inc. $8,460,350 0.25% 205,000
Large Mariner, LLC $8,304,473 0.25% 201,223
Small Merrion Investment Management Co, LLC $8,200,142 0.24% 198,695
Large Focus Partners Wealth $8,012,075 0.24% 194,138
Large NEW YORK STATE TEACHERS RETIREMENT SYSTEM Pension $7,516,917 0.22% 182,140
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $7,404,704 0.22% 179,421
Mega FIRST TRUST ADVISORS LP $7,306,812 0.22% 177,049
Mid Sequoia Financial Advisors, LLC $7,126,090 0.21% 172,670
Mid Engineers Gate Manager LP $7,027,785 0.21% 170,288
Large Allianz Asset Management GmbH $6,866,213 0.20% 166,373
Mid OPPENHEIMER & CO INC $6,666,797 0.20% 161,541
Large MetLife Investment Management, LLC $6,658,501 0.20% 161,340
Large STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM Pension $6,403,329 0.19% 155,157
Large Caption Management, LLC $6,190,500 0.18% 150,000
Large Caption Management, LLC $6,190,500 0.18% 150,000
Small Chou Associates Management Inc. $6,159,010 0.18% 149,237
Mid LEE DANNER & BASS INC $6,141,429 0.18% 148,811
Small Waterfront Wealth Inc. $6,050,512 0.18% 146,608
Large Creative Planning $5,928,972 0.18% 143,663
Mega D. E. Shaw & Co., Inc. $5,790,181 0.17% 140,300
Small Lafayette Investments, Inc. $5,679,082 0.17% 137,608
Mid INTECH INVESTMENT MANAGEMENT LLC $5,486,557 0.16% 132,943
Mega LPL Financial LLC $5,198,575 0.15% 125,965
Mid Entropy Technologies, LP $5,149,753 0.15% 124,782
Large Walleye Capital LLC $5,147,442 0.15% 124,726
Small Poehling Capital Management, INC. $5,061,022 0.15% 122,632
Large GABELLI FUNDS LLC $5,043,606 0.15% 122,210
Mega HSBC HOLDINGS PLC $4,965,853 0.15% 120,326
Mega VANGUARD ASSET MANAGEMENT, Ltd $4,964,450 0.15% 120,292
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE Insurance $4,948,809 0.15% 119,913
Large CWM, LLC $4,880,012 0.15% 118,246
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $4,767,758 0.14% 115,526
Mega Vanguard Global Advisers, LLC $4,591,741 0.14% 111,261
Small 1492 Capital Management LLC $4,447,791 0.13% 107,773
Mid IMC-Chicago, LLC $4,430,871 0.13% 107,363
Large CREDIT AGRICOLE S A $4,333,350 0.13% 105,000
Large Public Sector Pension Investment Board Pension $4,308,546 0.13% 104,399
Mid Aquatic Capital Management LLC $4,138,514 0.12% 100,279
Mid RBF Capital, LLC $4,127,000 0.12% 100,000
Mid American Assets Investment Management, LLC $4,127,000 0.12% 100,000

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