Jefferies Financial GroupJEF
13F holders, Q2 2026 (June 30)590holders +29
82new positions
58sold out
10famous investors
$49.79avg. 13F price*
At the end of Q2 2026, 590 institutions reported holding Jefferies Financial Group Inc. (JEF) in their 13F filings, up 29 from Q1 2026. 82 opened new positions and 58 sold out. The largest holders were BlackRock, Inc. ($834.9M), AQR Capital Management ($421.2M) and Vanguard Portfolio Management LLC ($355.3M). 10 famous investors held it, including Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio).
- Company
- Jefferies Financial Group Inc.
- CUSIP
- 47233W109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 82 | $99.8M |
| Exits | 58 | $136.0M |
All 13F filers, Q1 2026 → Q2 2026: 12,724,791 shares bought and 19,522,645 shares sold, net −6,797,854 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 590 holders
| BlackRock, Inc. | 0.01% | Reduce -4.8% | 16,705,627 | $834.9M |
| AQR Capital Management | 0.15% | Add +59.5% | 8,426,996 | $421.2M |
| Vanguard Portfolio Management LLC | 0.02% | Reduce -9.1% | 7,109,182 | $355.3M |
| Vanguard Capital Management LLC | 0.01% | Reduce -0.3% | 6,692,873 | $334.5M |
| Sumitomo Mitsui Financial Group, Inc. | 6.13% | Reduce -30.5% | 6,429,337 | $321.3M |
| State Street Corp. | 0.01% | Add +1.5% | 4,964,406 | $248.1M |
| Massachusetts Mutual Life Insurance Co. | 9.78% | No change | 4,654,362 | $232.6M |
| Two Sigma Investments, LP | 0.13% | Add +13.4% | 3,205,077 | $160.2M |
| Geode Capital Management, LLC | 0.01% | Reduce -2.3% | 2,977,314 | $148.8M |
| Morgan Stanley | 0.01% | Add +3.0% | 2,898,045 | $144.8M |
| Dimensional Fund Advisors LP | 0.03% | Add +7.5% | 2,866,541 | $143.3M |
| D. E. Shaw & Co. | 0.09% | Add +6.5% | 2,788,432 | $139.4M |
| Alliancebernstein L.P. | 0.05% | Reduce -11.7% | 3,347,848 | $138.2M |
| First Pacific Advisors, LP | 1.70% | Add +4.5% | 2,704,265 | $135.2M |
| Norges Bank | 0.01% | — | 2,646,300 | $132.3M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.39% | Reduce -48.6% | 2,545,859 | $127.2M |
| Baron Capital (BAMCO) | 0.16% | Add +40.0% | 2,141,744 | $107.0M |
| JPMorgan Chase & Co. | 0.01% | Reduce -1.2% | 1,882,582 | $92.2M |
| Barclays PLC | 0.03% | Reduce -8.2% | 1,596,595 | $79.8M |
| Freestone Grove Partners LP | 0.52% | Add +21.5% | 1,591,384 | $79.5M |
| UBS Group AG | 0.01% | Add +72.1% | 1,562,599 | $78.1M |
| Northern Trust Corp. | 0.01% | Add +0.5% | 1,459,968 | $73.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.6% | 1,339,953 | $67.0M |
| Nuveen, LLC | 0.02% | Add +27.4% | 1,298,376 | $64.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +18.3% | 1,265,262 | $63.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.2% | 1,232,031 | $61.6M |
| Beck Mack & Oliver LLC | 1.19% | Reduce -0.1% | 1,222,167 | $61.1M |
| Assenagon Asset Management S.A. | 0.07% | Reduce -6.1% | 1,027,771 | $51.4M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +0.2% | 1,017,239 | $50.8M |
| Bank of America Corp. | 0.00% | Add +30.5% | 1,012,791 | $50.6M |
| NewEdge Wealth, LLC | 0.50% | Reduce -1.9% | 998,413 | $49.9M |
| First Trust Advisors LP | 0.03% | Add +424.4% | 928,364 | $46.4M |
| Moerus Capital Management LLC | 20.28% | Add +17.1% | 910,370 | $45.5M |
| Balyasny Asset Management L.P. | 0.08% | Add +55.3% | 820,771 | $41.0M |
| Jane Street Group, LLC | 0.03% | Reduce -10.2% | 779,872 | $39.0M |
| Private Management Group Inc. | 0.99% | Reduce -0.4% | 752,918 | $37.6M |
| Squarepoint Ops LLC | 0.07% | Reduce -19.0% | 751,324 | $37.6M |
| Capital Fund Management S.A. | 0.25% | Add +78.4% | 688,560 | $34.4M |
| Check Capital Management Inc. | 1.94% | Add +0.8% | 685,910 | $34.3M |
| Deutsche Bank AG | 0.01% | Add +2.5% | 660,454 | $33.0M |
| Man Group plc | 0.06% | Add +5.5% | 654,306 | $32.7M |
| Nykredit A/S | 0.12% | — | 629,669 | $31.5M |
| Mraz, Amerine & Associates, Inc. | 4.43% | Add +0.5% | 617,122 | $30.8M |
| Longaeva Partners L.P. | 0.75% | New | 519,676 | $26.0M |
| Hosking Partners LLP | 0.84% | Reduce -2.3% | 503,811 | $25.2M |
| Sei Investments Co. | 0.02% | Reduce -43.0% | 491,082 | $24.5M |
| Citadel Advisors | 0.01% | Reduce -31.3% | 474,843 | $23.7M |
| GoodHaven Capital Management, LLC | 7.13% | Add +0.3% | 445,942 | $22.3M |
| Retirement Systems of Alabama | 0.07% | Reduce -7.1% | 441,226 | $22.1M |
| HRT Financial LP | 0.04% | Reduce -16.6% | 437,568 | $21.9M |
| Berkshire Hathaway | 0.01% | No change | 433,558 | $21.7M |
| Rhumbline Advisers | 0.02% | Reduce -3.2% | 417,423 | $20.9M |
| CIBC Bancorp USA Inc. | 0.03% | Add +425.1% | 413,702 | $20.7M |
| Cerity Partners LLC | 0.03% | Add +25.1% | 413,335 | $20.7M |
| Millennium Management | 0.01% | Reduce -60.0% | 406,773 | $20.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -1.1% | 399,309 | $20.0M |
| Ensign Peak Advisors, Inc | 0.03% | Add +59.0% | 395,780 | $19.8M |
| Quantinno Capital Management LP | 0.02% | Add +51.1% | 390,494 | $19.5M |
| Fideuram Asset Management (Ireland) dac | 0.35% | New | 377,574 | $18.6M |
| Principal Financial Group Inc. | 0.01% | Add +0.4% | 371,204 | $18.6M |
| Valueworks LLC | 3.85% | Add +0.3% | 369,053 | $18.4M |
| Invesco Ltd. | 0.00% | Reduce -8.4% | 365,769 | $18.3M |
| Trexquant Investment LP | 0.11% | Add +472.5% | 358,645 | $17.9M |
| Ameriprise Financial Inc. | 0.00% | Add +1.6% | 354,024 | $17.7M |
| Mariner, LLC | 0.02% | Add +66.1% | 334,270 | $16.7M |
| Robotti Robert | 2.65% | Add +0.1% | 328,279 | $16.4M |
| Tudor Investment Corporation | 0.06% | Reduce -1.0% | 312,268 | $15.6M |
| Gradient Investments LLC | 0.21% | Add +2.5% | 308,894 | $15.4M |
| Swiss National Bank | 0.01% | Add +0.5% | 307,700 | $15.4M |
| Ieq Capital, LLC | 0.07% | Add +45.1% | 305,363 | $15.3M |
| Captrust Financial Advisors | 0.02% | Reduce -5.2% | 302,201 | $15.1M |
| Algert Global LLC | 0.16% | Add +9.7% | 275,086 | $13.7M |
| Mercer Global Advisors Inc. | 0.02% | Add +23.3% | 271,560 | $13.6M |
| Loomis Sayles & Co. L P | 0.01% | Reduce -30.0% | 238,730 | $11.9M |
| Legal & General Group Plc | 0.00% | Add +1.4% | 236,891 | $11.8M |
| Amundi | 0.00% | Add +378.6% | 228,236 | $11.4M |
| State of Wisconsin Investment Board | 0.02% | Add +2.5% | 225,094 | $11.3M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -53.3% | 225,085 | $11.2M |
| Focus Partners Wealth | 0.01% | Add +12.5% | 218,333 | $10.9M |
| Azora Capital LP | 0.45% | New | 211,758 | $10.6M |
| First Manhattan Co. Llc. | 0.03% | Add +3.8% | 197,183 | $9.9M |
| Susquehanna Fundamental Investments, LLC | 0.18% | Add +123.2% | 196,580 | $9.8M |
| Rock Point Advisors, LLC | 2.37% | Reduce -17.4% | 194,267 | $9.7M |
| California Public Employees Retirement System | 0.01% | Reduce -28.0% | 191,830 | $9.6M |
| Jacobs Levy Equity Management, Inc. | 0.03% | Reduce -81.5% | 189,944 | $9.5M |
| Creative Planning | 0.01% | Add +31.8% | 189,341 | $9.5M |
| Sequoia Financial Advisors, LLC | 0.05% | Add +5.9% | 182,934 | $9.1M |
| New York State Teachers Retirement System | 0.02% | Reduce -0.3% | 181,565 | $9.1M |
| California State Teachers Retirement System | 0.01% | Reduce -0.9% | 177,805 | $8.9M |
| Acadian Asset Management LLC | 0.01% | Reduce -28.3% | 169,353 | $8.5M |
| Oppenheimer & Co. Inc. | 0.09% | Add +1.7% | 164,331 | $8.2M |
| Vestor Capital, LLC | 0.51% | Add +1162.8% | 58,669 | $8.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.5% | 160,650 | $8.0M |
| Susquehanna International Group, LLP | 0.01% | Reduce -53.2% | 158,791 | $7.9M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -1.9% | 152,197 | $7.6M |
| Waterfront Wealth Inc. | 1.17% | Reduce -0.7% | 145,554 | $7.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | Add +25.1% | 150,512 | $7.5M |
| Chou Associates Management Inc. | 3.44% | No change | 149,237 | $7.5M |
| Merrion Investment Management Co, LLC | 3.50% | Reduce -25.6% | 147,895 | $7.4M |
| ExodusPoint Capital Management, LP | 0.07% | Add +69.8% | 146,687 | $7.3M |
"% of holder's portfolio" is JEF's weight in each manager's 13F, not the share of Jefferies Financial Group Inc. the manager owns.