Jefferson Capital Ownership | Who Owns Jefferson Capital?

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Jefferson Capital Ownership Summary

Jefferson Capital is owned by 25.83% institutional investors, 9.41% insiders, and 64.76% retail investors. Wellington management group llp is the largest institutional shareholder, holding 10.90% of JCAP shares. Principal U.S. Small Cap Select Equity is the top mutual fund, with 1.19% of its assets in Jefferson Capital shares.

JCAP Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Jefferson Capital	25.83%	9.41%	64.76%
Sector	Financial Services Stocks	736.16%	13.84%	-650.00%
Industry	Credit Services Stocks	57.69%	13.02%	29.29%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Wellington management group llp	3.27M	10.90%	$62.90M
No street gp lp	172.63K	6.74%	$2.98M
Adage capital partners gp	1.76M	5.87%	$33.90M
William blair investment management	1.56M	5.20%	$30.00M
Principal financial group	1.54M	5.12%	$29.56M
Blackrock funding, inc. /de	1.41M	4.68%	$27.02M
Goldman sachs group	1.13M	3.77%	$21.76M
Punch & associates investment management	1.12M	3.72%	$21.46M
Vanguard group	572.71K	2.79%	$12.79M
Nantahala capital management	750.00K	2.50%	$14.42M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Ejf capital	171.09K	2.32%	$3.29M
Maltese capital management	329.70K	1.25%	$6.34M
Punch & associates investment management	1.12M	1.24%	$21.46M
Nantahala capital management	750.00K	0.53%	$14.42M
North reef capital management lp	532.15K	0.35%	$10.23M
No street gp lp	172.63K	0.20%	$2.98M
Harbor capital advisors	114.47K	0.18%	$2.20M
Pharvision advisers	13.32K	0.13%	$229.92K
Epiq partners	13.33K	0.12%	$256.39K
Pacific ridge capital partners	28.75K	0.12%	$552.94K

Top Buyers

Holder	Shares	% Assets	Change
Wellington management group llp	3.27M	0.01%	1.45M
Punch & associates investment management	1.12M	1.24%	1.12M
Blackrock funding, inc. /de	1.41M	0.00%	799.66K
Principal financial group	1.54M	0.02%	763.77K
Goldman sachs group	1.13M	0.00%	553.68K

Top Sellers

Holder	Shares	% Assets	Change
No street gp lp	172.63K	0.20%	-502.38K
Diameter capital partners lp	-	-	-350.00K
Solel partners lp	-	-	-314.76K
Driehaus capital management	-	-	-247.23K
Healthcare of ontario pension plan trust fund	-	-	-200.00K

New Positions

Holder	Shares	% Assets	Change	Value
Punch & associates investment management	1.12M	1.24%	1.12M	$21.46M
Brevan howard capital management lp	190.00K	0.03%	190.00K	$3.65M
Scotia capital	121.90K	0.01%	121.90K	$2.34M
Vanguard fiduciary trust	117.74K	0.00%	117.74K	$2.26M
Harbor capital advisors	114.47K	0.18%	114.47K	$2.20M

Sold Out

Holder	Change
Mai capital management	-3.00
Farther finance advisors	-3.00
Rothschild investment	-6.00
Gamma investing	-9.00
Root financial partners	-23.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2026	55	-38.89%	7,754,265	-35.08%	25	0.76%	47	17.50%	6	-84.62%
Dec 31, 2025	58	-20.55%	6,238,763	-49.05%	30	0.85%	28	-51.72%	22	120.00%
Sep 30, 2025	71	39.22%	11,981,031	43.82%	467	35.58%	58	13.73%	9	-
Jun 30, 2025	55	-	9,817,533	-	42	-	55	-	-	-
Sep 30, 2021	1	-	4,818	-	-	-	1	-	-	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Principal U.S. Small Cap Select Equity	733.82K	1.19%	104.32K
Principal U.S. Small Cap Equity	733.82K	1.19%	104.32K
Principal SmallCap R5	718.85K	1.17%	71.55K
William Blair Small Cap Growth I	615.48K	1.00%	56.27K
iShares Russell 2000 ETF	609.66K	0.99%	-10.85K
Vanguard Total Stock Mkt Idx Inv	532.96K	0.86%	-301.50K
Vanguard Morn Total Stk Mkt Idx Investor	532.96K	0.86%	-301.50K
Goldman Sachs Small Cap Value A	411.87K	0.67%	75.48K
Avantis US Small Cap Value ETF	393.22K	0.64%	725.00
ClearBridge Small Cap C	314.98K	0.51%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jan 09, 2026	Burton David M.	SEE REMARKS	Sell	$7.89M
Jan 09, 2026	JCF IV JCAP Holding L.P.	-	Sell	$215.92M
Jun 27, 2025	J.C. Flowers IV L.P.	-	Sell	$90.32M
Jun 27, 2025	J.C. Flowers IV L.P.	-	Sell	$40.31M
Jun 27, 2025	Burton David M.	SEE REMARKS	Sell	$6.36M

Insider Transactions Trends

Date	Buy	Sell
2026 Q1	-	2
2025 Q3	-	-
2025 Q2	-	3
2020 Q4	-	-
2020 Q3	-	-

JCAP Ownership FAQ

Who Owns Jefferson Capital?

Jefferson Capital shareholders are primarily institutional investors at 25.83%, followed by 9.41% insiders and 64.76% retail investors. The average institutional ownership in Jefferson Capital's industry, Credit Services Stocks, is 57.69%, which Jefferson Capital falls below.

Who owns the most shares of Jefferson Capital?

Jefferson Capital’s largest shareholders are Wellington management group llp (3.27M shares, 10.90%), No street gp lp (172.62K shares, 6.74%), and Adage capital partners gp (1.76M shares, 5.87%). Together, they hold 23.51% of Jefferson Capital’s total shares outstanding.

Does Blackrock own Jefferson Capital?

BlackRock is not among the top 10 institutional shareholders of Jefferson Capital.

Who is Jefferson Capital’s biggest shareholder by percentage of total assets invested?

Ejf capital is Jefferson Capital’s biggest shareholder by percentage of total assets invested, with 2.32% of its assets in 171.09K Jefferson Capital shares, valued at 3.29M$.

Who is the top mutual fund holder of Jefferson Capital shares?

Principal U.S. Small Cap Select Equity is the top mutual fund holder of Jefferson Capital shares, with 1.19% of its total shares outstanding invested in 733.82K Jefferson Capital shares.

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