Ranked by reported Q1 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. | 17.6M | $724.5M | +7.4% | 7.883% | 0.01% |
| 2 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | 9.2M | $381.6M | 0.0% | 4.152% | 7.92% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 7.8M | $322.9M | β | 3.513% | 0.02% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 6.7M | $277.1M | β | 3.015% | 0.01% |
| 5 | ALLIANCEBERNSTEIN L.P. | 3.8M | $235.0M | -32.0% | 1.702% | 0.08% |
| 6 | AQR CAPITAL MANAGEMENT LLC | 5.3M | $215.7M | +54.8% | 2.372% | 0.10% |
| 7 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 5.0M | $204.3M | +182.1% | 2.223% | 0.67% |
| 8 | STATE STREET CORP | 4.9M | $201.9M | +2.8% | 2.197% | 0.01% |
| 9 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 4.7M | $192.1M | 0.0% | 2.090% | 8.86% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 3.0M | $125.8M | +3.5% | 1.368% | 0.01% |
| 11 | D. E. Shaw & Co., Inc. | 3.0M | $122.3M | +126.4% | 1.330% | 0.11% |
| 12 | TWO SIGMA INVESTMENTS, LP | 2.8M | $116.6M | +1120.1% | 1.268% | 0.09% |
| 13 | MORGAN STANLEY | 2.8M | $116.1M | +11.4% | 1.263% | 0.01% |
| 14 | DIMENSIONAL FUND ADVISORS LP | 2.7M | $110.0M | +2.3% | 1.197% | 0.02% |
| 15 | MILLENNIUM MANAGEMENT LLC | 2.6M | $108.0M | β | 1.175% | 0.07% |
| 16 | First Pacific Advisors, LP | 2.6M | $106.7M | +0.2% | 1.161% | 1.50% |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.6M | $64.1M | β | 0.697% | 0.01% |
| 18 | BAMCO INC /NY/ | 1.5M | $63.2M | +156.5% | 0.687% | 0.19% |
| 19 | NORTHERN TRUST CORP | 1.5M | $59.9M | +2.5% | 0.652% | 0.01% |
| 20 | Bank of New York Mellon Corp | 1.4M | $58.0M | -1.7% | 0.630% | 0.01% |
| 21 | CITADEL ADVISORS LLC | 1.4M | $56.9M | -40.6% | 0.619% | 0.03% |
| 22 | Freestone Grove Partners LP | 1.3M | $54.1M | +36.6% | 0.588% | 0.39% |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.2M | $50.8M | +4.8% | 0.552% | 0.01% |
| 24 | BECK MACK & OLIVER LLC | 1.2M | $50.5M | -0.8% | 0.549% | 1.04% |
| 25 | GOLDMAN SACHS GROUP INC | 1.1M | $46.2M | -36.5% | 0.502% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in JEF β a direct measure of their conviction.
Filings activity in JEF during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new JEF position in Q1 2026
Institutions that fully closed their JEF position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 539 | 5.8% | 42.02% | 29.29 pp | $5.77B | 41% |
| Q4 2025 | 572 | +4.0% | 71.31% | +3.34 pp | $9.79B | +4.9% |
| Q3 2025 | 550 | +1.9% | 67.97% | +12.59 pp | $9.33B | +23% |
| Q2 2025 | 540 | 1.5% | 55.38% | +3.28 pp | $7.60B | +6.3% |
| Q1 2025 | 548 | 4.5% | 52.10% | 31.51 pp | $7.15B | 38% |
| Q4 2024 | 574 | +11% | 83.61% | +26.81 pp | $11.48B | +47% |
| Q3 2024 | 516 | +8.2% | 56.80% | +8.06 pp | $7.80B | +17% |
| Q2 2024 | 477 | β | 48.74% | β | $6.69B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as the highest-conviction signal 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 Q1 2026 13F filings, institutional ownership of Jefferies Financial Group Inc. stands at 42.0%, held across 539 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of JEF, with approximately 17,555,715 shares worth $0.72B as of Q1 2026.
Yes β 4 widely-followed marquee investors appear among the top 25 institutional holders of JEF, including TWO SIGMA INVESTMENTS, LP, MILLENNIUM MANAGEMENT LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, CITADEL ADVISORS LLC.
Our composite Smart Money Score for JEF is 41 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
95 institutions opened new positions in JEF during Q1 2026, while 128 fully exited. 74 added to existing positions and 366 trimmed.
JEF institutional ownership fell by 29.29 percentage points quarter-over-quarter, with a net change of -33 holders.
The top 10 institutions account for 49.9% of all reported 13F value in JEF, and the top 25 account for 70.5%.
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