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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 52.68% institutional investors, 25.83% insiders, and 21.49% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 7.60% 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 Group52.68%25.83%21.49%
SectorFinancial Services Stocks 32.19%15.44%52.37%
IndustryCapital Markets Stocks28.28%14.21%57.51%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de16.35M7.60%$1.01B
Blackrock16.04M7.29%$797.99M
Vanguard group14.73M6.84%$913.10M
Sumitomo mitsui financial group9.25M4.30%$573.04M
Allspring global investments7.15M3.32%$453.92M
Alliancebernstein5.78M2.68%$377.83M
State street4.83M2.24%$315.80M
Massachusetts mutual life insurance4.65M2.16%$288.43M
Eminence capital, lp3.36M1.56%$219.72M
Geode capital management2.94M1.37%$182.39M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Robotti robert328.93K26.66%$189.45M
Moerus capital management609.72K16.29%$37.78M
Massachusetts mutual life insurance4.65M11.89%$288.43M
Sumitomo mitsui financial group9.25M10.14%$573.04M
Goodhaven capital management442.49K8.88%$27.42M
Merrion investment management206.70K7.76%$13.52M
Mraz, amerine & associates578.76K5.33%$35.87M
Ervin investment management87.10K3.02%$5.40M
Rock point advisors180.37K2.80%$11.18M
Eminence capital, lp3.36M2.66%$219.72M

Top Buyers

HolderShares% AssetsChange
Norges bank2.35M0.02%2.35M
Eminence capital, lp3.36M2.66%1.90M
Blackrock funding, inc. /de16.35M0.02%805.85K
Fmr1.50M0.01%782.99K
Alyeska investment group760.98K0.15%760.98K

Top Sellers

HolderShares% AssetsChange
Jpmorgan chase1.96M0.01%-3.03M
Artemis investment management llp984.10K0.74%-1.40M
Donald smith---1.15M
Principal financial group363.35K0.01%-1.11M
Invesco498.31K0.01%-1.06M

New Positions

HolderShares% AssetsChangeValue
Norges bank2.35M0.02%2.35M$145.58M
Check capital management inc/ca452.49K0.82%452.49K$28.04M
Strategic wealth partners196.39K0.96%196.39K$12.85M
Philadelphia financial management of san francisco181.44K1.33%181.44K$11.87M
Interval partners, lp74.09K0.08%74.09K$4.85M

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 %
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%
Dec 31, 2024418-24.28%125,146,184-6.76%581.49%199-13.10%141-27.69%

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
2026 Q1--
2025 Q4--
2025 Q3--
2025 Q2--
2025 Q1--

JEF Ownership FAQ

Who Owns Jefferies Financial Group?

Jefferies Financial Group shareholders are primarily institutional investors at 52.68%, followed by 25.83% insiders and 21.49% retail investors. The average institutional ownership in Jefferies Financial Group's industry, Capital Markets Stocks, is 28.28%, which Jefferies Financial Group exceeds.

Who owns the most shares of Jefferies Financial Group?

Jefferies Financial Group’s largest shareholders are Blackrock funding, inc. /de (16.35M shares, 7.60%), Blackrock (16.04M shares, 7.29%), and Vanguard group (14.73M shares, 6.84%). Together, they hold 21.73% 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?

Robotti robert is Jefferies Financial Group’s biggest shareholder by percentage of total assets invested, with 26.66% of its assets in 328.93K Jefferies Financial Group shares, valued at 189.45M$.

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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