JEF Jefferies Financial Group Inc.
Jefferies Financial Group Inc. (JEF) Institutional Ownership
What the institutions did with JEF last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BlackRock, Inc. | 16.7M | 12.0% |
| AQR CAPITAL MANAGEMENT LLC | 8.4M | 6.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7.1M | 5.1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 6.7M | 4.8% |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 6.4M | 4.6% |
| STATE STREET CORP | 5.0M | 3.6% |
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 4.7M | 3.3% |
| ALLIANCEBERNSTEIN L.P. | 3.3M | 2.4% |
| TWO SIGMA INVESTMENTS, LP | 3.2M | 2.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 3.0M | 2.1% |
| MORGAN STANLEY | 2.9M | 2.1% |
| DIMENSIONAL FUND ADVISORS LP | 2.9M | 2.1% |
| D. E. Shaw & Co., Inc. | 2.8M | 2.0% |
| First Pacific Advisors, LP | 2.7M | 1.9% |
| NORGES BANK | 2.6M | 1.9% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 2.5M | 1.8% |
| BAMCO INC /NY/ | 2.1M | 1.5% |
| CHECK CAPITAL MANAGEMENT INC/CA | 2.1M | 1.5% |
| Assenagon Asset Management S.A. | 2.1M | 1.5% |
| JPMORGAN CHASE & CO | 1.9M | 1.3% |
| BARCLAYS PLC | 1.6M | 1.1% |
| Freestone Grove Partners LP | 1.6M | 1.1% |
| UBS Group AG | 1.6M | 1.1% |
| NORTHERN TRUST CORP | 1.5M | 1.0% |
| Bank of New York Mellon Corp | 1.3M | 1.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| AQR CAPITAL MANAGEMENT LLC | Increased | 5.3M | 8.4M | +3.1M |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | Reduced | 9.2M | 6.4M | -2.8M |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | Reduced | 5.0M | 2.5M | -2.4M |
| CHECK CAPITAL MANAGEMENT INC/CA | Increased | 680.2K | 2.1M | +1.4M |
| Qube Research & Technologies Ltd | Sold Out | 1.0M | 0 | -1.0M |
| Assenagon Asset Management S.A. | Increased | 1.1M | 2.1M | +961.4K |
| BlackRock, Inc. | Reduced | 17.6M | 16.7M | -850.1K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Reduced | 1.0M | 189.9K | -834.8K |
| FIRST TRUST ADVISORS LP | Increased | 177.0K | 928.4K | +751.3K |
| FMR LLC | Reduced | 860.1K | 142.1K | -717.9K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Reduced | 7.8M | 7.1M | -715.4K |
| UBS Group AG | Increased | 908.1K | 1.6M | +654.5K |
| Perpetual Ltd | Reduced | 627.1K | 7.0K | -620.1K |
| BAMCO INC /NY/ | Increased | 1.5M | 2.1M | +611.5K |
| MILLENNIUM MANAGEMENT LLC | Reduced | 1.0M | 406.8K | -610.0K |
| MARSHALL WACE, LLP | Reduced | 564.7K | 19.2K | -545.5K |
| Longaeva Partners L.P. | New | 0 | 519.7K | +519.7K |
| Private Capital Management, LLC | Sold Out | 514.5K | 0 | -514.5K |
| ALLIANCEBERNSTEIN L.P. | Reduced | 3.8M | 3.3M | -443.7K |
| Migdal Insurance & Financial Holdings Ltd. | Sold Out | 398.0K | 0 | -398.0K |
| TWO SIGMA INVESTMENTS, LP | Increased | 2.8M | 3.2M | +380.0K |
| Fideuram Asset Management (Ireland) dac | New | 0 | 377.6K | +377.6K |
| FEDERATED HERMES, INC. | Reduced | 386.9K | 12.6K | -374.2K |
| SEI INVESTMENTS CO | Reduced | 860.9K | 491.1K | -369.8K |
| CIBC Bancorp USA Inc. | Increased | 78.8K | 413.7K | +334.9K |
| Jump Financial, LLC | Reduced | 405.1K | 90.4K | -314.7K |
| CAPITAL FUND MANAGEMENT S.A. | Increased | 386.0K | 688.6K | +302.6K |
| Trexquant Investment LP | Increased | 62.6K | 358.6K | +296.0K |
| Balyasny Asset Management L.P. | Increased | 528.6K | 820.8K | +292.2K |
| Freestone Grove Partners LP | Increased | 1.3M | 1.6M | +281.4K |
| Nuveen, LLC | Increased | 1.0M | 1.3M | +279.4K |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | 363.4K | 93.9K | -269.5K |
| Russell Investments Group, Ltd. | Reduced | 482.3K | 225.1K | -257.2K |
| BANK OF AMERICA CORP /DE/ | Increased | 776.0K | 1.0M | +236.8K |
| Prana Capital Management, LP | Reduced | 258.6K | 35.6K | -223.0K |
| CITADEL ADVISORS LLC | Reduced | 690.9K | 474.8K | -216.0K |
| Azora Capital LP | New | 0 | 211.8K | +211.8K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 2.7M | 2.9M | +200.4K |
| GOLDMAN SACHS GROUP INC | Increased | 1.1M | 1.3M | +196.1K |
| Amundi | Increased | 47.7K | 228.2K | +180.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | 339.2K | 158.8K | -180.4K |
| Squarepoint Ops LLC | Reduced | 927.0K | 751.3K | -175.7K |
| Connor, Clark & Lunn Investment Management Ltd. | Reduced | 247.9K | 72.8K | -175.1K |
| D. E. Shaw & Co., Inc. | Increased | 2.6M | 2.8M | +171.1K |
| Schonfeld Strategic Advisors LLC | Reduced | 284.1K | 131.3K | -152.8K |
| Ensign Peak Advisors, Inc | Increased | 248.8K | 395.8K | +146.9K |
| BARCLAYS PLC | Reduced | 1.7M | 1.6M | -143.4K |
| BANK OF NOVA SCOTIA | Reduced | 207.5K | 70.2K | -137.2K |
| Moerus Capital Management LLC | Increased | 777.1K | 910.4K | +133.3K |
| Mariner, LLC | Increased | 201.2K | 334.3K | +133.0K |
| Quantinno Capital Management LP | Increased | 258.4K | 390.5K | +132.1K |
| Engineers Gate Manager LP | Reduced | 170.3K | 42.3K | -128.0K |
| MUFG Securities EMEA plc | New | 0 | 126.2K | +126.2K |
| Entropy Technologies, LP | Sold Out | 124.8K | 0 | -124.8K |
| Walleye Capital LLC | Reduced | 124.7K | 1.2K | -123.5K |
| First Pacific Advisors, LP | Increased | 2.6M | 2.7M | +117.8K |
| AMERICAN CENTURY COMPANIES INC | Reduced | 235.3K | 119.3K | -116.1K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | Increased | 88.1K | 196.6K | +108.5K |
| IMC-Chicago, LLC | Sold Out | 107.4K | 0 | -107.4K |
| Boston Partners | Sold Out | 102.6K | 0 | -102.6K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.