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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 Special US Mid Cap Value Eq 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 746.79%13.83%-660.62%
IndustryCapital Markets Stocks30.73%15.82%53.45%

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
Mraz, amerine & associates617.12K4.42%$30.84M
Valueworks368.02K4.14%$15.19M
Merrion investment management147.90K3.50%$7.39M
Chou associates management149.24K2.93%$6.16M
Rock point advisors235.13K2.63%$9.70M
Ervin investment management92.18K2.50%$4.61M

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
Voloridge investment management363.42K0.06%363.42K$15.00M
Philadelphia financial management of san francisco181.44K1.33%181.44K$11.87M
Vanguard asset management120.29K0.00%120.29K$4.96M

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 Special US Mid Cap Value Eq5.72M2.77%-376.40K
Allspring Mid Value SMA5.72M2.77%-376.40K
Allspring Special Mid Cap Value Inst5.56M2.72%-69.40K
iShares Core S&P Mid-Cap ETF5.57M2.41%-30.25K
Vanguard US Total Market Shares ETF4.59M2.22%-100.47K
Vanguard Total Stock Mkt Idx Inv4.55M1.97%-56.56K
Vanguard Small Cap Index3.28M1.42%-43.77K
Hudson Edge Fixed Income Pension Co2.31M1.12%385.00K
FPA Crescent2.28M1.11%-
FPA Contrarian Value2.28M1.11%-

Recent Insider Transactions

DateNameRoleActivityValue
Jul 15, 2026SUMITOMO MITSUI FINANCIAL GROUP, INC.-Buy$318.72M
May 01, 2026SUMITOMO MITSUI FINANCIAL GROUP, INC.-Buy$352.52M
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

Insider Transactions Trends

DateBuySell
2026 Q31-
2026 Q222
2026 Q1--
2025 Q4--
2025 Q3--

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 30.73%, 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 Special US Mid Cap Value Eq 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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