JEF

Jefferies Financial Group Inc.

Company with tickers: JEF

CIK
96223
CUSIP
47233W109
Shares Outstanding
204,432,307
Holders: 72
Total Value: $141,000,119
Total Shares: 3,416,529

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 72 13F filers · Δ vs Dec 31, 2025
Top Holder
32.0%
+19.9 pts
Top 5
77.9%
+46.0 pts
Top 10
89.4%
+43.7 pts
HHI
1,717
Moderately concentrated +1,384

Quarterly Activity

vs Dec 31, 2025
New
71
Increased
0
Decreased
1
Sold Out
592
Unchanged
0
Holder count: -521
Institutional value: -98.3%
Shares held: -97.5%

Top Buyers

vs Dec 31, 2025
No qualifying movers this quarter.

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds
Small Essential Partners LLC −3,295 1,473

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD)
Large Assenagon Asset Management S.A. 1,094,164 $45,156,148
Mid Perpetual Ltd 627,141 $25,882,109
Mid Hosking Partners LLP 515,654 $21,281,040
Mid Gradient Investments LLC 301,441 $12,440,470
Small Poehling Capital Management, INC. 122,632 $5,061,022

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD)
Mega BlackRock, Inc. 16,351,672 $1,013,313,105
Mid SUMITOMO MITSUI FINANCIAL GROUP, INC. 9,247,081 $573,041,609
Large Allspring Global Investments Holdings, LLC 7,152,838 $443,261,369
Mega ALLIANCEBERNSTEIN L.P. 5,576,734 $345,590,205
Mega STATE STREET CORP 4,761,720 $295,083,788
Holder Value (USD) % of 13F Shares Action
Large Assenagon Asset Management S.A. $45,156,148 32.03% 1,094,164 View
Mid Perpetual Ltd $25,882,109 18.36% 627,141 View
Mid Hosking Partners LLP $21,281,040 15.09% 515,654 View
Mid Gradient Investments LLC $12,440,470 8.82% 301,441 View
Small Poehling Capital Management, INC. $5,061,022 3.59% 122,632 View
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $4,767,758 3.38% 115,526 View
Mid Oak Thistle LLC $3,972,320 2.82% 96,252 View
Micro Ervin Investment Management, LLC $3,727,011 2.64% 90,308 View
Mid Louisiana State Employees Retirement System $1,976,833 1.40% 47,900 View
Mid WEDGE CAPITAL MANAGEMENT L L P/NC $1,801,105 1.28% 43,642 View
Micro MBM WEALTH CONSULTANTS, LLC $1,335,208 0.95% 32,353 View
Mid SEGALL BRYANT & HAMILL, LLC $1,199,471 0.85% 29,064 View
Mid Diversified Trust Co $1,006,616 0.71% 24,391 View
Mid PARK AVENUE SECURITIES LLC $922,301 0.65% 22,348 View
Small NBC SECURITIES, INC. $904,432 0.64% 21,915 View
Large SG Americas Securities, LLC $848,181 0.60% 20,552 View
Mid NorthCrest Asset Manangement, LLC $829,361 0.59% 20,096 View
Mid BEACON INVESTMENT ADVISORY SERVICES, INC. $782,355 0.55% 18,957 View
Small Citadel Investment Advisory, Inc. $762,669 0.54% 18,480 View
Mid Merit Financial Group, LLC $703,238 0.50% 17,040 View
Mid State of Alaska, Department of Revenue $680,666 0.48% 16,493 View
Mid MILLER HOWARD INVESTMENTS INC /NY $488,760 0.35% 11,843 View
Mid GATEWAY INVESTMENT ADVISERS LLC $440,969 0.31% 10,685 View
Small KWMG, LLC $420,046 0.30% 10,178 View
Mid PARSONS CAPITAL MANAGEMENT INC/RI $412,700 0.29% 10,000 View
Mid Farther Finance Advisors, LLC $396,604 0.28% 9,610 View
Small Cooper Financial Group $286,083 0.20% 6,932 View
Small Whitener Capital Management, Inc. $239,985 0.17% 5,815 View
Micro M.E. ALLISON & CO., INC. $222,858 0.16% 5,400 View
Micro MKT Advisors LLC $217,699 0.15% 5,275 View
Mid Fifth Third Wealth Advisors LLC $212,994 0.15% 5,161 View
Small Pinnacle Wealth Management Advisory Group, LLC $207,959 0.15% 5,039 View
Large BANQUE PICTET & CIE SA $202,800 0.14% 4,914 View
Small VESTOR CAPITAL, LLC $191,740 0.14% 4,646 View
Small CREATIVE FINANCIAL DESIGNS INC /ADV $161,572 0.11% 3,915 View
Mid SIGNATUREFD, LLC $158,229 0.11% 3,834 View
Mid IFP Advisors, Inc $153,152 0.11% 3,711 View
Mid Blue Trust, Inc. $85,305 0.06% 2,067 View
Mid HM PAYSON & CO $61,905 0.04% 1,500 View
Small Essential Partners LLC $60,790 0.04% 1,473 View
Micro True Wealth Design, LLC $55,136 0.04% 1,336 View
Mid MassMutual Private Wealth & Trust, FSB $47,543 0.03% 1,152 View
Small Washington Trust Advisors, Inc. $38,463 0.03% 932 View
Mid GAMMA Investing LLC $34,460 0.02% 835 View
Mid EASTERN BANK $28,022 0.02% 679 View
Micro Bayforest Capital Ltd $22,863 0.02% 554 View
Micro Moisand Fitzgerald Tamayo, LLC $17,869 0.01% 433 View
Mid GHP Investment Advisors, Inc. $13,536 0.01% 328 View
Mid CX Institutional $12,711 0.01% 308 View
Small JFS WEALTH ADVISORS, LLC $10,482 0.01% 254 View
Small JCIC Asset Management Inc. $9,904 0.01% 240 View
Small Versant Capital Management, Inc $9,574 0.01% 232 View
Micro Fortitude Family Office, LLC $7,139 0.01% 173 View
Mid CENTRAL TRUST Co $6,603 0.00% 160 View
Mid COUNTRY TRUST BANK $5,447 0.00% 132 View
Small Activest Wealth Management $5,200 0.00% 126 View
Mid MATHER GROUP, LLC. $2,269 0.00% 55 View
Small WEBSTER BANK, N. A. $2,269 0.00% 55 View
Small ARMSTRONG ADVISORY GROUP, INC $2,063 0.00% 50 View
Micro DiNuzzo Private Wealth, Inc. $1,568 0.00% 38 View
Micro Bell Investment Advisors, Inc $742 0.00% 18 View
Small Hilton Head Capital Partners, LLC $619 0.00% 15 View
Micro Vermillion Wealth Management, Inc. $577 0.00% 14 View
Small FINANCIAL CONSULATE, INC $536 0.00% 13 View
Micro Bay Harbor Wealth Management, LLC $536 0.00% 13 View
Small Financial Management Professionals, Inc. $495 0.00% 12 View
Small Wealth Enhancement Trust Services, Inc. $247 0.00% 6 View
Small WOLFF WIESE MAGANA LLC $206 0.00% 5 View
Small CoreCap Advisors, LLC $206 0.00% 5 View
Small Capital Advisors, Ltd. LLC $165 0.00% 4 View
Small AdvisorNet Financial, Inc $123 0.00% 3 View
Micro Quaker Wealth Management, LLC $82 0.00% 2 View