Jefferies Financial GroupJEF
13F holders, Q1 2026 (March 31)561holders −36
74new positions
112sold out
11famous investors
$41.79avg. 13F price*
At the end of Q1 2026, 561 institutions reported holding Jefferies Financial Group Inc. (JEF) in their 13F filings, down 36 from Q4 2025. 74 opened new positions and 112 sold out. The largest holders were BlackRock, Inc. ($724.5M), Sumitomo Mitsui Financial Group, Inc. ($381.6M) and Vanguard Portfolio Management LLC ($322.9M). 11 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $126.4M |
| Exits | 112 | $685.5M |
All 13F filers, Q4 2025 → Q1 2026: 25,188,896 shares bought and 30,337,131 shares sold, net −5,148,235 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 561 holders
| BlackRock, Inc. | 0.01% | Add +7.4% | 17,555,715 | $724.5M |
| Sumitomo Mitsui Financial Group, Inc. | 7.76% | No change | 9,247,081 | $381.6M |
| Vanguard Portfolio Management LLC | 0.02% | — | 7,824,536 | $322.9M |
| Vanguard Capital Management LLC | 0.01% | — | 6,714,897 | $277.1M |
| Alliancebernstein L.P. | 0.08% | Reduce -32.0% | 3,791,527 | $235.0M |
| AQR Capital Management | 0.10% | Add +54.8% | 5,282,691 | $215.7M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.67% | Add +182.1% | 4,951,027 | $204.3M |
| State Street Corp. | 0.01% | Add +2.8% | 4,892,744 | $201.9M |
| Massachusetts Mutual Life Insurance Co. | 8.86% | No change | 4,654,362 | $192.1M |
| Geode Capital Management, LLC | 0.01% | Add +3.5% | 3,046,972 | $125.8M |
| Two Sigma Investments, LP | 0.10% | Add +1120.1% | 2,825,053 | $116.6M |
| Morgan Stanley | 0.01% | Add +11.4% | 2,813,224 | $116.1M |
| Dimensional Fund Advisors LP | 0.02% | Add +2.3% | 2,666,097 | $110.0M |
| D. E. Shaw & Co. | 0.09% | Add +136.4% | 2,617,295 | $108.0M |
| First Pacific Advisors, LP | 1.53% | Add +0.2% | 2,586,501 | $106.7M |
| JPMorgan Chase & Co. | 0.01% | Reduce -2.8% | 1,905,751 | $75.5M |
| Barclays PLC | 0.03% | Add +21.3% | 1,740,025 | $71.8M |
| Baron Capital (BAMCO) | 0.19% | Add +156.5% | 1,530,228 | $63.2M |
| Northern Trust Corp. | 0.01% | Add +2.5% | 1,452,078 | $59.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.7% | 1,404,248 | $58.0M |
| Freestone Grove Partners LP | 0.39% | Add +36.6% | 1,309,996 | $54.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +4.8% | 1,230,029 | $50.8M |
| Beck Mack & Oliver LLC | 1.04% | Reduce -0.8% | 1,223,102 | $50.5M |
| Assenagon Asset Management S.A. | 0.07% | Add +740.1% | 1,094,164 | $45.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -39.3% | 1,069,167 | $44.1M |
| Jacobs Levy Equity Management, Inc. | 0.18% | Add +0.8% | 1,024,695 | $42.3M |
| Nuveen, LLC | 0.01% | Add +9.3% | 1,018,993 | $42.1M |
| NewEdge Wealth, LLC | 0.50% | Add +10.1% | 1,017,831 | $42.0M |
| Millennium Management | 0.03% | Add +440.4% | 1,016,804 | $42.0M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 1,015,452 | $41.9M |
| Qube Research & Technologies Ltd | 0.06% | Add +826.1% | 1,006,361 | $41.5M |
| Squarepoint Ops LLC | 0.08% | Add +241.4% | 927,048 | $38.3M |
| UBS Group AG | 0.01% | Reduce -8.4% | 908,092 | $37.5M |
| Jane Street Group, LLC | 0.04% | Add +1643.5% | 868,272 | $35.8M |
| Sei Investments Co. | 0.03% | Reduce -12.4% | 860,887 | $35.5M |
| FMR LLC | 0.00% | Reduce -44.9% | 860,062 | $35.5M |
| Moerus Capital Management LLC | 11.84% | Add +27.4% | 777,068 | $32.1M |
| Bank of America Corp. | 0.00% | Reduce -55.0% | 775,985 | $32.0M |
| Private Management Group Inc. | 0.90% | Add +14.9% | 756,059 | $31.2M |
| Citadel Advisors | 0.02% | Reduce -53.0% | 690,855 | $28.5M |
| Check Capital Management Inc. | 1.73% | Add +50.3% | 680,171 | $28.1M |
| Deutsche Bank AG | 0.01% | Reduce -32.5% | 644,593 | $26.6M |
| Perpetual Ltd | 0.40% | New | 627,141 | $25.9M |
| Man Group plc | 0.05% | Add +272.4% | 620,349 | $25.6M |
| Mraz, Amerine & Associates, Inc. | 3.74% | Add +6.1% | 614,323 | $25.4M |
| Marshall Wace, LLP | 0.03% | Reduce -16.8% | 564,665 | $23.3M |
| Balyasny Asset Management L.P. | 0.04% | Add +23.7% | 528,584 | $21.8M |
| HRT Financial LP | 0.05% | Add +308.3% | 524,771 | $21.7M |
| Hosking Partners LLP | 0.76% | Add +6.0% | 515,654 | $21.3M |
| Private Capital Management, LLC | 2.17% | Add +22.7% | 514,469 | $21.2M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -3.7% | 482,273 | $19.9M |
| Retirement Systems of Alabama | 0.07% | Add +1.0% | 474,787 | $19.6M |
| GoodHaven Capital Management, LLC | 6.57% | Add +0.5% | 444,837 | $18.4M |
| Berkshire Hathaway | 0.01% | No change | 433,558 | $17.9M |
| Rhumbline Advisers | 0.02% | Add +1.6% | 431,126 | $17.8M |
| Jump Financial, LLC | 0.27% | Add +154.5% | 405,100 | $16.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -1.8% | 403,741 | $16.7M |
| Invesco Ltd. | 0.00% | Add +14.1% | 399,260 | $16.5M |
| Migdal Insurance & Financial Holdings Ltd. | 0.14% | No change | 398,000 | $16.4M |
| Federated Hermes, Inc. | 0.03% | Reduce -60.1% | 386,860 | $16.0M |
| Capital Fund Management S.A. | 0.14% | Reduce -0.5% | 385,967 | $15.9M |
| Principal Financial Group Inc. | 0.01% | Add +1.8% | 369,710 | $15.3M |
| Valueworks LLC | 4.14% | Add +46.5% | 368,019 | $15.2M |
| Voloridge Investment Management, LLC | 0.06% | New | 363,424 | $15.0M |
| Ameriprise Financial Inc. | 0.00% | Add +3.8% | 348,277 | $14.4M |
| Loomis Sayles & Co. L P | 0.02% | Reduce -2.5% | 340,985 | $14.1M |
| Susquehanna International Group, LLP | 0.02% | New | 339,166 | $14.0M |
| Cerity Partners LLC | 0.02% | Add +16.8% | 330,431 | $13.6M |
| Robotti Robert | 2.11% | Reduce -0.3% | 327,969 | $13.5M |
| Captrust Financial Advisors | 0.02% | Reduce -8.5% | 318,842 | $13.2M |
| Tudor Investment Corporation | 0.07% | Add +56.1% | 315,297 | $13.0M |
| Swiss National Bank | 0.01% | Add +0.4% | 306,200 | $12.6M |
| Gradient Investments LLC | 0.19% | Add +3.3% | 301,441 | $12.4M |
| Schonfeld Strategic Advisors LLC | 0.10% | Add +260.6% | 284,051 | $11.7M |
| California Public Employees Retirement System | 0.01% | Reduce -5.8% | 266,363 | $11.0M |
| Prana Capital Management, LP | 0.33% | Add +177.5% | 258,581 | $10.7M |
| Quantinno Capital Management LP | 0.02% | Reduce -31.9% | 258,350 | $10.7M |
| Algert Global LLC | 0.16% | Add +38.0% | 250,671 | $10.3M |
| Ensign Peak Advisors, Inc | 0.02% | Reduce -4.8% | 248,846 | $10.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Add +238.6% | 247,895 | $10.2M |
| Acadian Asset Management LLC | 0.01% | Add +70.3% | 236,283 | $9.7M |
| American Century Companies Inc. | 0.01% | Add +51.8% | 235,322 | $9.7M |
| Rock Point Advisors, LLC | 2.63% | Add +30.4% | 235,132 | $9.7M |
| Legal & General Group Plc | 0.00% | Reduce -9.6% | 233,651 | $9.6M |
| Mercer Global Advisors Inc. | 0.01% | Add +18.6% | 220,252 | $9.1M |
| State of Wisconsin Investment Board | 0.02% | Add +29.0% | 219,695 | $9.1M |
| Ieq Capital, LLC | 0.04% | Reduce -2.5% | 210,419 | $8.7M |
| Point72 Asset Management | 0.02% | New | 208,501 | $8.6M |
| Bank of Nova Scotia | 0.01% | New | 207,450 | $8.6M |
| Mariner, LLC | 0.01% | Add +35.1% | 201,223 | $8.3M |
| Merrion Investment Management Co, LLC | 4.41% | Reduce -0.5% | 198,695 | $8.2M |
| Focus Partners Wealth | 0.01% | Add +6.4% | 194,138 | $8.0M |
| First Manhattan Co. Llc. | 0.02% | Reduce -1.9% | 189,896 | $7.8M |
| New York State Teachers Retirement System | 0.02% | Add +5.1% | 182,140 | $7.5M |
| California State Teachers Retirement System | 0.01% | Add +22.3% | 179,421 | $7.4M |
| First Trust Advisors LP | 0.01% | Reduce -70.8% | 177,049 | $7.3M |
| Sequoia Financial Advisors, LLC | 0.04% | Reduce -2.2% | 172,670 | $7.1M |
| Engineers Gate Manager LP | 0.09% | Add +323.0% | 170,288 | $7.0M |
| Allianz Asset Management GmbH | 0.01% | Add +79.8% | 166,373 | $6.9M |
| Oppenheimer & Co. Inc. | 0.08% | Reduce -21.8% | 161,541 | $6.7M |
"% of holder's portfolio" is JEF's weight in each manager's 13F, not the share of Jefferies Financial Group Inc. the manager owns.