JEFFERIES FINANCIAL GROUP IN JEF
$52.62
+2.6% 52w: $35.74 – $68.80
Latest 13F among current holders filed 10 days ago (Jun 24, 2026)
Price — last 12 months
research preview data35.7452.2768.80
Jun 20, 2025 Jul 2, 2026
Institutional holders
554
-39 QoQ
13F value
$5.89B
-35.9% QoQ
Smart-money holders
36
signal tier ≥ 2
New smart buyers
3
Q1 2026
Options barometer
1.3×
$154.4M calls / $118.7M puts
Institutional value by quarter
Number of holders
Who owns JEF?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 17.6M | $724.5M | 0.0% | +7.4% |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | Other | 9.2M | $381.6M | 7.8% | Held |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 7.8M | $322.9M | 0.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 6.7M | $277.1M | 0.0% | — |
| ALLIANCEBERNSTEIN L.P. | Long only active | 3.8M | $235.0M | 0.1% | -32.0% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 5.3M | $215.7M | 0.1% | +54.8% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | Other | 5.0M | $204.3M | 0.7% | +182.1% |
| STATE STREET CORP | Index provider | 4.9M | $201.9M | 0.0% | +2.8% |
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO ★2 | Fundamental diversified | 4.7M | $192.1M | 8.9% | Held |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 3.0M | $125.8M | 0.0% | +3.5% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 2.8M | $116.6M | 0.1% | +1120.1% |
| MORGAN STANLEY | Bank broker | 2.8M | $116.1M | 0.0% | +11.4% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 2.7M | $110.0M | 0.0% | +2.2% |
| D. E. Shaw & Co., Inc. | Quant stat arb | 2.6M | $108.0M | 0.1% | +136.4% |
| First Pacific Advisors, LP ★2 | Fundamental diversified | 2.6M | $106.7M | 1.5% | +0.2% |
| JPMORGAN CHASE & CO | Bank broker | 1.9M | $75.5M | 0.0% | -2.8% |
| BARCLAYS PLC | Bank broker | 1.7M | $71.8M | 0.0% | +21.3% |
| BAMCO INC /NY/ | Other | 1.5M | $63.2M | 0.2% | +156.5% |
| NORTHERN TRUST CORP | Index provider | 1.5M | $59.9M | 0.0% | +2.5% |
| Bank of New York Mellon Corp | Diversified mechanical | 1.4M | $58.0M | 0.0% | -1.7% |
| Freestone Grove Partners LP | Quant stat arb | 1.3M | $54.1M | 0.4% | +36.6% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 1.2M | $50.8M | 0.0% | +4.8% |
| BECK MACK & OLIVER LLC ★2 | Fundamental diversified | 1.2M | $50.5M | 1.0% | -0.7% |
| Assenagon Asset Management S.A. | Diversified mechanical | 1.1M | $45.2M | 0.1% | +740.1% |
| GOLDMAN SACHS GROUP INC | Bank broker | 1.1M | $44.1M | 0.0% | -39.3% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Other | 1.0M | $42.3M | 0.2% | +0.8% |
| Nuveen, LLC | Diversified mechanical | 1.0M | $42.1M | 0.0% | +9.3% |
| NewEdge Wealth, LLC | Other | 1.0M | $42.0M | 0.5% | +10.1% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 1.0M | $42.0M | 0.0% | +440.4% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 1.0M | $41.9M | 0.0% | — |
| Qube Research & Technologies Ltd | Quant stat arb | 1.0M | $41.5M | 0.1% | +826.1% |
| Squarepoint Ops LLC | Quant stat arb | 927.0K | $38.3M | 0.1% | +241.4% |
| UBS Group AG | Bank broker | 908.1K | $37.5M | 0.0% | -8.4% |
| JANE STREET GROUP, LLC | Market maker | 868.3K | $35.8M | 0.0% | +1643.5% |
| SEI INVESTMENTS CO | Diversified mechanical | 860.9K | $35.5M | 0.0% | -12.4% |
| FMR LLC | Long only active | 860.1K | $35.5M | 0.0% | -44.9% |
| Moerus Capital Management LLC ★3 | Fundamental concentrated | 777.1K | $32.1M | 11.8% | +27.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 776.0K | $32.0M | 0.0% | -55.0% |
| PRIVATE MANAGEMENT GROUP INC | Other | 756.1K | $31.2M | 0.9% | +14.9% |
| CITADEL ADVISORS LLC | Multistrat pod | 690.9K | $28.5M | 0.0% | -53.0% |
| CHECK CAPITAL MANAGEMENT INC/CA ★3 | Fundamental concentrated | 680.2K | $28.1M | 1.7% | +50.3% |
| DEUTSCHE BANK AG\ | Bank broker | 644.6K | $26.6M | 0.0% | -32.5% |
| Perpetual Ltd | Other | 627.1K | $25.9M | 0.4% | New |
| Man Group plc | Quant stat arb | 620.3K | $25.6M | 0.1% | +272.4% |
| Mraz, Amerine & Associates, Inc. ★2 | Fundamental diversified | 614.3K | $25.4M | 3.7% | +6.1% |
| MARSHALL WACE, LLP | Quant stat arb | 564.7K | $23.3M | 0.0% | -16.8% |
| Balyasny Asset Management L.P. | Multistrat pod | 528.6K | $21.8M | 0.0% | +23.7% |
| HRT FINANCIAL LP | Diversified mechanical | 524.8K | $21.7M | 0.1% | +308.3% |
| Hosking Partners LLP | Other | 515.7K | $21.3M | 0.8% | +6.0% |
| Private Capital Management, LLC ★2 | Fundamental diversified | 514.5K | $21.2M | 2.2% | +22.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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