Skip to main content
Equibles
JEF logo

JEF

Jefferies Financial Group Inc.
$52.81 -2.03 (-3.70%) At close · Jul 7
Market Cap
$10.80B
Shares
204,432,307

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.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 561
Total Value: $5,744,704,063
Total Shares: 139,194,270
Showing 1–100 of 592 holdings by value · page 1 of 6

Institutional Ownership Trend

26 quarters

Superinvestors Holding JEF

All superinvestors →
Warren Buffett $17,892,938 Francis Chou $6,159,010 Ray Dalio $1,479,446 Joel Greenblatt $882,393

Holder Concentration

Across 560 13F filers
Top Holder
12.6%
Jun 2023 → Mar 2026 · range 10.2% – 15.2%
of institutional value
Top 5
31.4%
Jun 2023 → Mar 2026 · range 31.4% – 39.3%
of institutional value
Top 10
45.3%
Jun 2023 → Mar 2026 · range 45.3% – 52.5%
of institutional value
HHI
337
Jun 2023 → Mar 2026 · range 337 – 505
Broadly held
Showing 100 of 592
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $724,524,345 12.61% 17,555,715
Mid SUMITOMO MITSUI FINANCIAL GROUP, INC. $381,627,032 6.64% 9,247,081
Mega VANGUARD CAPITAL MANAGEMENT LLC $277,123,799 4.82% 6,714,897
Mega AQR CAPITAL MANAGEMENT LLC $218,016,653 3.80% 5,282,691
Large BARROW HANLEY MEWHINNEY & STRAUSS LLC $204,328,883 3.56% 4,951,027
Mega STATE STREET CORP $201,923,544 3.51% 4,892,744
Mid MASSACHUSETTS MUTUAL LIFE INSURANCE CO Insurance $192,085,519 3.34% 4,654,362
Mega ALLIANCEBERNSTEIN L.P. $156,476,319 2.72% 3,791,527
Mega GEODE CAPITAL MANAGEMENT, LLC $125,748,534 2.19% 3,046,972
Mega TWO SIGMA INVESTMENTS, LP $116,589,937 2.03% 2,825,053
Mega MORGAN STANLEY $116,101,746 2.02% 2,813,224
Mega DIMENSIONAL FUND ADVISORS LP $110,029,821 1.92% 2,666,097
Mega D. E. Shaw & Co., Inc. $108,015,764 1.88% 2,617,295
Mid First Pacific Advisors, LP $106,744,896 1.86% 2,586,501
Mega JPMORGAN CHASE & CO $78,650,341 1.37% 1,905,751
Mega BARCLAYS PLC $71,810,831 1.25% 1,740,025
Mega MILLENNIUM MANAGEMENT LLC $66,048,508 1.15% 1,600,400
Large BAMCO INC /NY/ $63,152,509 1.10% 1,530,228
Mega NORTHERN TRUST CORP Bank $59,927,256 1.04% 1,452,078
Mega Bank of New York Mellon Corp Bank $57,953,308 1.01% 1,404,248
Large Freestone Grove Partners LP $54,063,534 0.94% 1,309,996
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $50,763,296 0.88% 1,230,029
Mid BECK MACK & OLIVER LLC $50,477,419 0.88% 1,223,102
Large Assenagon Asset Management S.A. $45,156,148 0.79% 1,094,164
Mega GOLDMAN SACHS GROUP INC $44,124,521 0.77% 1,069,167
Large JACOBS LEVY EQUITY MANAGEMENT, INC $42,289,162 0.74% 1,024,695
Mega Nuveen, LLC $42,053,839 0.73% 1,018,993
Mid NewEdge Wealth, LLC $42,005,885 0.73% 1,017,831
Mega MILLENNIUM MANAGEMENT LLC $41,963,501 0.73% 1,016,804
Mega VANGUARD FIDUCIARY TRUST CO Bank $41,907,704 0.73% 1,015,452
Large Qube Research & Technologies Ltd $41,532,518 0.72% 1,006,361
Large Squarepoint Ops LLC $38,259,270 0.67% 927,048
Mega UBS Group AG $37,476,955 0.65% 908,092
Mega JANE STREET GROUP, LLC $35,833,584 0.62% 868,272
Large SEI INVESTMENTS CO $35,528,806 0.62% 860,887
Mega FMR LLC $35,494,758 0.62% 860,062
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $32,755,999 0.57% 793,700
Small Moerus Capital Management LLC $32,069,596 0.56% 777,068
Mega BANK OF AMERICA CORP /DE/ Bank $32,024,900 0.56% 775,985
Mid PRIVATE MANAGEMENT GROUP INC $31,202,554 0.54% 756,059
Mega CITADEL ADVISORS LLC $28,511,585 0.50% 690,855
Mid CHECK CAPITAL MANAGEMENT INC/CA $28,070,657 0.49% 680,171
Mega DEUTSCHE BANK AG\ Bank $26,602,350 0.46% 644,593
Mid Perpetual Ltd $25,882,109 0.45% 627,141
Large Man Group plc $25,601,802 0.45% 620,349
Small Mraz, Amerine & Associates, Inc. $25,353,110 0.44% 614,323
Large MARSHALL WACE, LLP $23,303,723 0.41% 564,665
Large Balyasny Asset Management L.P. $21,814,661 0.38% 528,584
Large HRT FINANCIAL LP $21,657,299 0.38% 524,771
Mid Hosking Partners LLP $21,281,040 0.37% 515,654
Small Private Capital Management, LLC $21,232,135 0.37% 514,469
Large Russell Investments Group, Ltd. $19,903,399 0.35% 482,273
Large Retirement Systems of Alabama Pension $19,594,459 0.34% 474,787
Small GoodHaven Capital Management, LLC $18,358,422 0.32% 444,837
Mega BARCLAYS PLC $18,158,800 0.32% 440,000
Mega Berkshire Hathaway Inc $17,892,938 0.31% 433,558
Mega RHUMBLINE ADVISERS $17,792,570 0.31% 431,126
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $17,333,400 0.30% 420,000
Mid Jump Financial, LLC $16,718,477 0.29% 405,100
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $16,662,387 0.29% 403,741
Mega Invesco Ltd. $16,477,457 0.29% 399,260
Mid Migdal Insurance & Financial Holdings Ltd. Insurance $16,425,460 0.29% 398,000
Large FEDERATED HERMES, INC. $15,965,711 0.28% 386,860
Large CAPITAL FUND MANAGEMENT S.A. $15,928,858 0.28% 385,967
Mega CITADEL ADVISORS LLC $15,286,408 0.27% 370,400
Mega PRINCIPAL FINANCIAL GROUP INC $15,257,930 0.27% 369,710
Small VALUEWORKS LLC $15,188,144 0.26% 368,019
Large VOLORIDGE INVESTMENT MANAGEMENT, LLC $14,998,508 0.26% 363,424
Mega AMERIPRISE FINANCIAL INC $14,373,391 0.25% 348,277
Large LOOMIS SAYLES & CO L P $14,072,450 0.24% 340,985
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $13,997,380 0.24% 339,166
Large Cerity Partners LLC $13,636,886 0.24% 330,431
Small ROBOTTI ROBERT $13,535,279 0.24% 327,969
Large CAPTRUST FINANCIAL ADVISORS $13,158,609 0.23% 318,842
Mega CITADEL ADVISORS LLC $13,111,479 0.23% 317,700
Large TUDOR INVESTMENT CORP ET AL $13,012,307 0.23% 315,297
Mega Swiss National Bank Bank $12,636,874 0.22% 306,200
Mid Gradient Investments LLC $12,440,470 0.22% 301,441
Mega JANE STREET GROUP, LLC $12,220,047 0.21% 296,100
Large Schonfeld Strategic Advisors LLC $11,722,784 0.20% 284,051
Mega California Public Employees Retirement System Pension $10,992,801 0.19% 266,363
Mid Prana Capital Management, LP $10,671,637 0.19% 258,581
Large Quantinno Capital Management LP $10,662,104 0.19% 258,350
Large Point72 Asset Management, L.P. $10,424,802 0.18% 252,600
Mid ALGERT GLOBAL LLC $10,345,192 0.18% 250,671
Large Ensign Peak Advisors, Inc $10,269,874 0.18% 248,846
Large Connor, Clark & Lunn Investment Management Ltd. $10,230,626 0.18% 247,895
Large ACADIAN ASSET MANAGEMENT LLC $9,751,399 0.17% 236,283
Mega AMERICAN CENTURY COMPANIES INC $9,711,738 0.17% 235,322
Small Rock Point Advisors, LLC $9,703,897 0.17% 235,132
Mega Legal & General Group Plc $9,642,776 0.17% 233,651
Large MERCER GLOBAL ADVISORS INC /ADV $9,089,800 0.16% 220,252
Large STATE OF WISCONSIN INVESTMENT BOARD $9,066,812 0.16% 219,695
Mega JANE STREET GROUP, LLC $8,761,621 0.15% 212,300
Large IEQ CAPITAL, LLC $8,683,992 0.15% 210,419
Large Point72 Asset Management, L.P. $8,604,836 0.15% 208,501
Large BANK OF NOVA SCOTIA Bank $8,561,461 0.15% 207,450
Mega D. E. Shaw & Co., Inc. $8,460,350 0.15% 205,000
Large Mariner, LLC $8,304,473 0.14% 201,223
Small Merrion Investment Management Co, LLC $8,200,142 0.14% 198,695
Key facts CIK 96223 CUSIP 47233W109 13F (30d) 35 filings 14 filers Visit website Investor relations

Report a Problem

Category
Description
Email (optional, for follow-up)