Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in JEF held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 16.7M | $834.9M | -4.8% | 8.172% | 0.01% |
| 2 | AQR CAPITAL MANAGEMENT LLC | 8.4M | $421.2M | +59.5% | 4.122% | 0.15% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 7.1M | $355.3M | -9.1% | 3.478% | 0.02% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 6.7M | $334.5M | -0.3% | 3.274% | 0.01% |
| 5 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | 6.4M | $321.3M | -30.5% | 3.145% | 6.10% |
| 6 | STATE STREET CORP | 5.0M | $248.1M | +1.5% | 2.428% | 0.00% |
| 7 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 4.7M | $232.6M | 0.0% | 2.277% | 9.78% |
| 8 | TWO SIGMA INVESTMENTS, LP | 3.2M | $160.2M | +13.5% | 1.568% | 0.12% |
| 9 | D. E. Shaw & Co., Inc. | 3.1M | $154.8M | +4.5% | 1.515% | 0.07% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 3.0M | $148.8M | -2.3% | 1.456% | 0.01% |
| 11 | MORGAN STANLEY | 2.9M | $144.8M | +3.0% | 1.418% | 0.01% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 2.9M | $143.3M | +7.5% | 1.402% | 0.03% |
| 13 | ALLIANCEBERNSTEIN L.P. | 3.3M | $138.2M | -11.7% | 1.638% | 0.05% |
| 14 | First Pacific Advisors, LP | 2.7M | $135.2M | +4.5% | 1.323% | 1.67% |
| 15 | NORGES BANK | 2.6M | $132.3M | — | 1.294% | 0.01% |
| 16 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 2.5M | $127.2M | -48.6% | 1.245% | 0.39% |
| 17 | BAMCO INC /NY/ | 2.1M | $107.0M | +40.0% | 1.048% | 0.16% |
| 18 | JPMORGAN CHASE & CO | 1.9M | $92.2M | -1.2% | 0.921% | 0.01% |
| 19 | BARCLAYS PLC | 1.8M | $90.1M | -17.3% | 0.882% | 0.02% |
| 20 | Freestone Grove Partners LP | 1.6M | $79.5M | +21.5% | 0.778% | 0.51% |
| 21 | UBS Group AG | 1.6M | $79.1M | +74.3% | 0.774% | 0.01% |
| 22 | NORTHERN TRUST CORP | 1.5M | $73.0M | +0.5% | 0.714% | 0.01% |
| 23 | Bank of New York Mellon Corp | 1.3M | $67.0M | -4.6% | 0.655% | 0.01% |
| 24 | Nuveen, LLC | 1.3M | $64.9M | +27.4% | 0.635% | 0.02% |
| 25 | GOLDMAN SACHS GROUP INC | 1.3M | $63.2M | +13.1% | 0.619% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in JEF — a direct measure of their conviction.
Filings activity in JEF during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new JEF position in Q2 2026
Institutions that fully closed their JEF position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 591 | +5.5% | 68.18% | 3.34 pp | $6.85B | +13% |
| Q1 2026 | 560 | 4.4% | 71.52% | 1.58 pp | $6.06B | 39% |
| Q4 2025 | 586 | +4.3% | 73.10% | +1.67 pp | $9.92B | +5.1% |
| Q3 2025 | 562 | +4.1% | 71.43% | +1.62 pp | $9.44B | +24% |
| Q2 2025 | 540 | 1.5% | 69.81% | +1.69 pp | $7.60B | +6.3% |
| Q1 2025 | 548 | 4.5% | 68.12% | 5.97 pp | $7.15B | 38% |
| Q4 2024 | 574 | +11% | 74.09% | +8.68 pp | $11.48B | +47% |
| Q3 2024 | 516 | — | 65.41% | — | $7.80B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as a key fundamental indicator because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| May 1, 2026 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | Buy | 6.4M | $48.22 | $310.0M |
Quick answers to the most common questions about buying JEF stock.
Based on Q2 2026 13F filings, institutional ownership of Jefferies Financial Group Inc. stands at 68.2%, held across 591 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of JEF, with approximately 16,705,627 shares worth $0.83B as of Q2 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of JEF, including TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for JEF is 45 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
81 institutions opened new positions in JEF during Q2 2026, while 63 fully exited. 394 added to existing positions and 93 trimmed.
JEF institutional ownership fell by 3.34 percentage points quarter-over-quarter, with a net change of +31 holders.
The top 10 institutions account for 46.9% of all reported 13F value in JEF, and the top 25 account for 69.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Jefferies Financial Group Inc. (JEF) Institutional Ownership