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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 66.42% institutional investors, 26.07% insiders, and 7.51% 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 Group66.42%26.07%7.51%
SectorFinancial Services Stocks 36.95%15.48%47.58%
IndustryCapital Markets Stocks35.42%14.69%49.89%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock16.04M7.29%$797.99M
Blackrock funding, inc. /de15.55M7.22%$1.02B
Vanguard group14.88M6.91%$973.15M
Sumitomo mitsui financial group9.25M4.30%$604.94M
Allspring global investments7.35M3.42%$466.87M
Alliancebernstein5.78M2.68%$377.83M
Jpmorgan chase4.99M2.32%$326.18M
State street4.83M2.24%$315.80M
Massachusetts mutual life insurance4.66M2.16%$304.55M
Eminence capital, lp3.36M1.56%$219.72M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Moerus capital management679.84K18.08%$44.48M
Massachusetts mutual life insurance4.66M14.03%$304.55M
Sumitomo mitsui financial group9.25M10.61%$604.94M
Goodhaven capital management441.99K9.31%$28.91M
Merrion investment management206.70K7.76%$13.52M
Mraz, amerine & associates568.72K5.80%$37.21M
Wealth high governance capital ltda240.00K4.51%$15.70M
Robotti robert332.69K3.78%$21.76M
Ervin investment management86.70K3.25%$5.67M
Rock point advisors173.23K3.00%$11.33M

Top Buyers

HolderShares% AssetsChange
Eminence capital, lp3.36M2.66%1.90M
Artemis investment management llp2.38M1.94%1.09M
Fmr1.50M0.01%782.99K
Alyeska investment group760.98K0.15%760.98K
Ubs group1.06M0.01%643.75K

Top Sellers

HolderShares% AssetsChange
Donald smith---1.15M
Invesco498.31K0.01%-1.06M
Alliancebernstein5.78M0.12%-919.38K
Qube research607.92K0.04%-730.55K
Holocene advisors, lp---592.34K

New Positions

HolderShares% AssetsChangeValue
Norges bank453.06K0.00%453.06K$35.52M
Strategic wealth partners196.39K0.96%196.39K$12.85M
Philadelphia financial management of san francisco181.44K1.33%181.44K$11.87M
Covea finance175.60K0.40%175.60K$11.49M
Interval partners, lp74.09K0.08%74.09K$4.85M

Sold Out

HolderChange
Cape investment advisory-1.00
Activest wealth management-1.00
Mendota financial group-2.00
New millennium group-2.00
Hhm wealth advisors-3.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Sep 30, 202454610.08%133,503,585-1.71%621.63%2282.70%19333.10%

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 Q4--
2025 Q3--
2025 Q2--
2025 Q1--
2024 Q416

JEF Ownership FAQ

Who Owns Jefferies Financial Group?

Jefferies Financial Group shareholders are primarily institutional investors at 66.42%, followed by 26.07% insiders and 7.51% retail investors. The average institutional ownership in Jefferies Financial Group's industry, Capital Markets Stocks, is 35.42%, 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%), Blackrock funding, inc. /de (15.55M shares, 7.22%), and Vanguard group (14.88M shares, 6.91%). Together, they hold 21.42% 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 18.08% of its assets in 679.84K Jefferies Financial Group shares, valued at 44.48M$.

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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