| 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.
| 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.
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