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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 64.40% institutional investors, 28.27% insiders, and 7.33% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 7.76% 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 Group64.40%28.27%7.33%
SectorFinancial Services Stocks 734.95%13.85%-648.79%
IndustryCapital Markets Stocks41.45%17.30%41.25%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de16.71M7.76%$834.95M
Blackrock16.04M7.29%$797.99M
Vanguard group14.73M6.84%$913.10M
Aqr capital management8.43M3.91%$421.18M
Vanguard capital management6.69M3.11%$334.51M
Sumitomo mitsui financial group6.43M2.99%$321.34M
State street4.96M2.31%$248.12M
Massachusetts mutual life insurance4.65M2.16%$232.63M
Alliancebernstein3.35M1.55%$138.17M
Two sigma investments, lp3.21M1.49%$160.19M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Moerus capital management910.37K20.28%$45.50M
Massachusetts mutual life insurance4.65M9.78%$232.63M
Goodhaven capital management445.94K7.01%$22.29M
Sumitomo mitsui financial group6.43M6.10%$321.34M
Mraz, amerine & associates617.12K4.42%$30.84M
Valueworks369.05K3.85%$18.45M
Merrion investment management147.90K3.50%$7.39M
Chou associates management149.24K3.44%$7.46M
Robotti robert328.28K2.65%$16.41M
Ervin investment management92.18K2.50%$4.61M

Top Buyers

HolderShares% AssetsChange
Aqr capital management8.43M0.15%3.14M
Norges bank2.65M0.01%2.65M
Sixth street partners management company1.23M0.01%1.23M
First trust advisors lp928.36K0.03%751.32K
Ubs group1.56M0.01%654.51K

Top Sellers

HolderShares% AssetsChange
Alyeska investment group---3.97M
Eminence capital, lp---3.81M
Sumitomo mitsui financial group6.43M6.10%-2.82M
Barrow hanley mewhinney & strauss2.55M0.39%-2.41M
Donald smith---1.15M

New Positions

HolderShares% AssetsChangeValue
Norges bank2.65M0.01%2.65M$132.26M
Sixth street partners management company1.23M0.01%1.23M$61.58M
Azora capital lp211.76K0.45%211.76K$10.58M
Philadelphia financial management of san francisco181.44K1.33%181.44K$11.87M
Mufg securities emea126.20K0.07%126.20K$6.31M

Sold Out

HolderChange
Cape investment advisory-1.00
Mendota financial group-2.00
Td waterhouse canada-2.00
New millennium group-2.00
Quaker wealth management-2.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20266174.22%138,646,777-1.54%641.51%288-6.80%20121.82%
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%

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
Allspring Special Mid Cap Value Inst5.56M2.72%-69.40K
iShares Core S&P Mid-Cap ETF5.62M2.44%173.00
Vanguard US Total Market Shares ETF4.59M2.22%-100.47K
Vanguard MStar Total Stk Mkt Idx Invest4.56M1.98%13.77K
Vanguard Total Stock Mkt Idx Inv4.55M1.97%-56.56K
Vanguard Morn Total Stk Mkt Idx Investor4.55M1.97%-56.56K
Vanguard Small Cap Index3.29M1.43%8.02K
Hudson Edge Fixed Income Pension Co2.31M1.12%385.00K

Recent Insider Transactions

DateNameRoleActivityValue
Jul 15, 2026SUMITOMO MITSUI FINANCIAL GROUP, INC.-Buy$324.03M
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$38.41
May 06, 2026FRIEDMAN BRIAN P PresidentSell$13.49

Insider Transactions Trends

DateBuySell
2026 Q32-
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 64.40%, followed by 28.27% insiders and 7.33% retail investors. The average institutional ownership in Jefferies Financial Group's industry, Capital Markets Stocks, is 41.45%, 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 (16.71M shares, 7.76%), Blackrock (16.04M shares, 7.29%), and Vanguard group (14.73M shares, 6.84%). Together, they hold 21.89% 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 20.28% of its assets in 910.37K Jefferies Financial Group shares, valued at 45.5M$.

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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