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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 66.96% institutional investors, 25.97% insiders, and 7.06% retail investors. Blackrock is the largest institutional shareholder, holding 7.29% of JEF shares. Allspring Special Mid Cap Value Inst is the top mutual fund, with 2.95% of its assets in Jefferies Financial Group shares.

JEF Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockJefferies Financial Group66.96%25.97%7.06%
SectorFinancial Services Stocks 51.64%15.54%32.82%
IndustryCapital Markets Stocks46.04%16.84%37.12%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock16.04M7.29%$797.99M
Vanguard group15.35M7.16%$1.20B
Blackrock funding, inc. /de15.40M7.16%$842.01M
Sumitomo mitsui financial group9.25M4.30%$505.72M
Citigroup7.99M3.73%$626.80M
Allspring global investments7.35M3.42%$466.87M
Alliancebernstein5.99M2.79%$469.52M
Fmr5.38M2.51%$421.88M
Invesco5.29M2.47%$415.03M
State street5.12M2.33%$255.00M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Massachusetts mutual life insurance4.66M20.43%$364.97M
Moerus capital management665.85K15.54%$36.42M
Goodhaven capital management442.29K8.40%$24.19M
Sumitomo mitsui financial group9.25M8.24%$505.72M
Merrion investment management206.70K7.76%$13.52M
Mraz, amerine & associates571.33K5.01%$31.25M
Kettle hill capital management394.29K4.99%$21.56M
Ervin investment management86.70K3.25%$5.67M
Robotti robert341.65K3.14%$18.69M
Rock point advisors173.42K2.68%$9.48M

Top Buyers

HolderShares% AssetsChange
Citigroup7.99M0.37%6.39M
Alliancebernstein5.99M0.16%3.68M
Fmr5.38M0.03%2.09M
Eminence capital, lp1.46M0.96%1.46M
Jpmorgan chase3.94M0.02%1.44M

Top Sellers

HolderShares% AssetsChange
Donald smith---1.15M
Dimensional fund advisors lp3.14M0.06%-587.42K
Captrust financial advisors357.54K0.04%-473.81K
Voloridge investment management158.55K0.03%-472.95K
Millennium management132.39K0.01%-442.31K

New Positions

HolderShares% AssetsChangeValue
Eminence capital, lp1.46M0.96%1.46M$79.96M
Holocene advisors, lp592.34K0.08%592.34K$32.40M
Norges bank453.06K0.00%453.06K$35.52M
Kettle hill capital management394.29K4.99%394.29K$21.56M
Burgundy asset management299.96K0.16%299.96K$16.40M

Sold Out

HolderChange
Transamerica financial advisors-1.00
Activest wealth management-1.00
Cape investment advisory-1.00
New millennium group-2.00
Mendota financial group-2.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Dec 31, 2024418-24.28%125,146,184-6.76%581.49%199-13.10%141-27.69%
Sep 30, 202454610.08%133,503,585-1.71%621.63%2282.70%19333.10%
Jun 30, 2024491-0.20%135,611,8915.95%611.82%2196.83%144-12.20%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Allspring Special Mid Cap Value Inst6.09M2.95%169.51K
Allspring Mid Value SMA5.71M2.77%5.71M
Allspring Special US Mid Cap Value Eq5.71M2.77%395.70K
iShares Core S&P Mid-Cap ETF5.30M2.57%-
Vanguard US Total Market Shares ETF4.59M2.22%-100.47K
Vanguard Total Stock Mkt Idx Inv4.55M2.20%-110.38K
Vanguard Small Cap Index3.51M1.70%-21.84K
FPA Contrarian Value2.28M1.10%-
FPA Crescent2.28M1.10%-
Vanguard Small Cap Value Index Inv2.26M1.09%6.89K

Recent Insider Transactions

DateNameRoleActivityValue
Nov 14, 2024STEINBERG JOSEPH S Chairman of the BoardBuy$7.45K
Nov 06, 2024FRIEDMAN BRIAN P PresidentSell$25.20M
Nov 06, 2024FRIEDMAN BRIAN P PresidentSell$3.19M
Nov 06, 2024HANDLER RICHARD B CEOSell$28.90M
Oct 31, 2024BEYER ROBERT D-Sell$2.96M

Insider Transactions Trends

DateBuySell
2025 Q3--
2025 Q2--
2025 Q1--
2024 Q416
2024 Q31-

JEF Ownership FAQ

Who Owns Jefferies Financial Group?

Jefferies Financial Group shareholders are primarily institutional investors at 66.96%, followed by 25.97% insiders and 7.07% retail investors. The average institutional ownership in Jefferies Financial Group's industry, Capital Markets Stocks, is 46.04%, which Jefferies Financial Group exceeds.

Who owns the most shares of Jefferies Financial Group?

Jefferies Financial Group’s largest shareholders are Blackrock (16.04M shares, 7.29%), Vanguard group (15.35M shares, 7.16%), and Blackrock funding, inc. /de (15.4M shares, 7.16%). Together, they hold 21.61% 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?

Massachusetts mutual life insurance is Jefferies Financial Group’s biggest shareholder by percentage of total assets invested, with 20.43% of its assets in 4.66M Jefferies Financial Group shares, valued at 364.97M$.

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

Allspring Special Mid Cap Value Inst is the top mutual fund holder of Jefferies Financial Group shares, with 2.95% of its total shares outstanding invested in 6.09M Jefferies Financial Group shares.

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