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Jefferies Financial Group Ownership | Who Owns Jefferies Financial Group?

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Jefferies Financial Group Ownership Summary

Jefferies Financial Group is owned by 19.04% institutional investors, 25.98% insiders, and 54.98% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 8.15% of JEF shares. Allspring Mid Value SMA is the top mutual fund, with 2.77% of its assets in Jefferies Financial Group shares.

JEF Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockJefferies Financial Group19.04%25.98%54.98%
SectorFinancial Services Stocks 37.05%15.59%47.36%
IndustryCapital Markets Stocks33.12%15.10%51.78%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de17.56M8.15%$724.52M
Blackrock16.04M7.29%$797.99M
Vanguard group14.73M6.84%$913.10M
Sumitomo mitsui financial group9.25M4.30%$381.63M
Aqr capital management5.28M2.45%$215.75M
Barrow hanley mewhinney & strauss4.95M2.30%$204.33M
State street4.89M2.27%$201.92M
Massachusetts mutual life insurance4.65M2.16%$192.09M
Alliancebernstein3.79M1.76%$234.96M
Geode capital management3.05M1.42%$125.78M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Moerus capital management777.07K11.84%$32.07M
Massachusetts mutual life insurance4.65M8.86%$192.09M
Sumitomo mitsui financial group9.25M7.73%$381.63M
Goodhaven capital management444.84K6.40%$18.36M
Merrion investment management198.69K4.41%$8.20M
Valueworks368.02K4.14%$15.19M
Mraz, amerine & associates614.32K3.74%$25.35M
Chou associates management149.24K2.93%$6.16M
Rock point advisors235.13K2.63%$9.70M
Ervin investment management90.31K2.18%$3.73M

Top Buyers

HolderShares% AssetsChange
Barrow hanley mewhinney & strauss4.95M0.67%3.20M
Two sigma investments, lp2.83M0.09%2.59M
Norges bank2.35M0.02%2.35M
Aqr capital management5.28M0.10%1.87M
D. e. shaw2.62M0.06%1.51M

Top Sellers

HolderShares% AssetsChange
Allspring global investments12.54K0.00%-7.14M
Alyeska investment group---3.97M
Eminence capital, lp---3.81M
Fisher asset management14.81K0.00%-2.10M
Alliancebernstein3.79M0.08%-1.79M

New Positions

HolderShares% AssetsChangeValue
Norges bank2.35M0.02%2.35M$145.58M
Vanguard fiduciary trust1.02M0.01%1.02M$41.91M
Perpetual627.14K0.40%627.14K$25.88M
Voloridge investment management363.42K0.06%363.42K$15.00M
Philadelphia financial management of san francisco181.44K1.33%181.44K$11.87M

Sold Out

HolderChange
Cape investment advisory-1.00
Mendota financial group-2.00
New millennium group-2.00
Td waterhouse canada-2.00
Hhm wealth advisors-3.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 2026306-51.43%40,993,071-72.17%190.41%152-49.50%89-55.94%
Dec 31, 2025475-21.75%113,411,574-21.71%521.16%212-22.63%163-15.98%
Sep 30, 20255791.94%143,000,5318.35%661.76%259-8.16%1855.71%
Jun 30, 2025567-3.57%144,035,6622.36%661.56%2809.38%176-17.76%
Mar 31, 2025582-4.59%141,003,874-7.21%651.33%253-11.23%2110.96%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Allspring Mid Value SMA5.72M2.77%-376.40K
Allspring Special US Mid Cap Value Eq5.72M2.77%-376.40K
iShares Core S&P Mid-Cap ETF5.59M2.73%-2.82K
Allspring Special Mid Cap Value Inst5.56M2.72%-69.40K
Vanguard Total Stock Mkt Idx Inv4.61M2.26%11.67K
Vanguard US Total Market Shares ETF4.59M2.22%-100.47K
Vanguard Small Cap Index3.33M1.63%-7.27K
Hudson Edge Fixed Income Pension Co2.31M1.12%385.00K
FPA Crescent2.28M1.11%-
FPA Contrarian Value2.28M1.11%-

Recent Insider Transactions

DateNameRoleActivityValue
May 06, 2026FRIEDMAN BRIAN P PresidentSell$13.49
May 06, 2026FRIEDMAN BRIAN P PresidentSell$38.41
May 01, 2026SUMITOMO MITSUI FINANCIAL GROUP, INC.-Buy$310.02M
Nov 14, 2024STEINBERG JOSEPH S Chairman of the BoardBuy$7.45K
Nov 06, 2024FRIEDMAN BRIAN P PresidentSell$25.20M

Insider Transactions Trends

DateBuySell
2026 Q212
2026 Q1--
2025 Q4--
2025 Q3--
2025 Q2--

JEF Ownership FAQ

Who Owns Jefferies Financial Group?

Jefferies Financial Group shareholders are primarily institutional investors at 19.04%, followed by 25.98% insiders and 54.98% retail investors. The average institutional ownership in Jefferies Financial Group's industry, Capital Markets Stocks, is 33.12%, which Jefferies Financial Group falls below.

Who owns the most shares of Jefferies Financial Group?

Jefferies Financial Group’s largest shareholders are Blackrock funding, inc. /de (17.56M shares, 8.15%), Blackrock (16.04M shares, 7.29%), and Vanguard group (14.73M shares, 6.84%). Together, they hold 22.29% of Jefferies Financial Group’s total shares outstanding.

Does Blackrock own Jefferies Financial Group?

Yes, BlackRock owns 7.29% of Jefferies Financial Group, totaling 16.04M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 797.99M$. In the last quarter, BlackRock increased its holdings by 293.79K shares, a 1.87% change.

Who is Jefferies Financial Group’s biggest shareholder by percentage of total assets invested?

Moerus capital management is Jefferies Financial Group’s biggest shareholder by percentage of total assets invested, with 11.84% of its assets in 777.07K Jefferies Financial Group shares, valued at 32.07M$.

Who is the top mutual fund holder of Jefferies Financial Group shares?

Allspring Mid Value SMA is the top mutual fund holder of Jefferies Financial Group shares, with 2.77% of its total shares outstanding invested in 5.72M Jefferies Financial Group shares.

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