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 September 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 |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 2.9M | 16.7% |
| GEODE CAPITAL MANAGEMENT, LLC | 2.7M | 15.7% |
| Bank of New York Mellon Corp | 1.2M | 7.2% |
| PRIVATE MANAGEMENT GROUP INC | 767.5K | 4.4% |
| BARCLAYS PLC | 752.4K | 4.3% |
| CHECK CAPITAL MANAGEMENT INC/CA | 677.1K | 3.9% |
| Nykredit A/S | 645.4K | 3.7% |
| Mraz, Amerine & Associates, Inc. | 619.9K | 3.6% |
| Russell Investments Group, Ltd. | 536.8K | 3.1% |
| Assenagon Asset Management S.A. | 516.2K | 3.0% |
| Hosking Partners LLP | 473.4K | 2.7% |
| Retirement Systems of Alabama | 449.8K | 2.6% |
| Gradient Investments LLC | 351.6K | 2.0% |
| PRINCIPAL FINANCIAL GROUP INC | 351.4K | 2.0% |
| CITIGROUP INC | 283.8K | 1.6% |
| Creative Planning | 190.7K | 1.1% |
| OPPENHEIMER & CO INC | 164.4K | 0.9% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 157.8K | 0.9% |
| Merrion Investment Management Co, LLC | 147.9K | 0.9% |
| Waterfront Wealth Inc. | 145.9K | 0.8% |
| ACR Alpine Capital Research, LLC | 144.1K | 0.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 136.2K | 0.8% |
| LPL Financial LLC | 126.1K | 0.7% |
| Poehling Capital Management, INC. | 121.5K | 0.7% |
| American Assets Investment Management, LLC | 100.0K | 0.6% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Assenagon Asset Management S.A. | Reduced | 2.1M | 516.2K | -1.5M |
| CHECK CAPITAL MANAGEMENT INC/CA | Reduced | 2.1M | 677.1K | -1.4M |
| BARCLAYS PLC | Reduced | 1.6M | 752.4K | -844.2K |
| DEUTSCHE BANK AG\ | Reduced | 660.5K | 23.3K | -637.1K |
| Fideuram Asset Management (Ireland) dac | Sold Out | 377.6K | 0 | -377.6K |
| Russell Investments Group, Ltd. | Increased | 225.1K | 536.8K | +311.7K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 3.0M | 2.7M | -252.2K |
| Amundi | Reduced | 228.2K | 12.6K | -215.7K |
| CITIGROUP INC | Increased | 106.5K | 283.8K | +177.2K |
| LBP AM SA | New | 0 | 96.4K | +96.4K |
| Bank of New York Mellon Corp | Reduced | 1.3M | 1.2M | -94.7K |
| Y-Intercept (Hong Kong) Ltd | Reduced | 140.9K | 83.0K | -57.9K |
| Gradient Investments LLC | Increased | 308.9K | 351.6K | +42.7K |
| Savant Capital, LLC | Increased | 5.8K | 46.6K | +40.8K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 2.9M | 2.9M | +40.2K |
| GATEWAY INVESTMENT ADVISERS LLC | Reduced | 54.2K | 14.4K | -39.8K |
| Vest Financial, LLC | Increased | 35.6K | 74.4K | +38.8K |
| VESTOR CAPITAL, LLC | Reduced | 58.7K | 22.5K | -36.2K |
| NATIXIS | New | 0 | 34.9K | +34.9K |
| Cambridge Investment Research Advisors, Inc. | Reduced | 40.5K | 7.3K | -33.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Reduced | 168.7K | 136.2K | -32.4K |
| Hosking Partners LLP | Reduced | 503.8K | 473.4K | -30.4K |
| Endure Capital Management, LLC | Sold Out | 28.8K | 0 | -28.8K |
| Wellington Shields Capital Management, LLC | Sold Out | 27.9K | 0 | -27.9K |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | Reduced | 181.6K | 157.8K | -23.8K |
| CenterBook Partners LP | New | 0 | 22.0K | +22.0K |
| New York Life Investment Management LLC | Sold Out | 21.4K | 0 | -21.4K |
| Friedenthal Financial | Sold Out | 20.9K | 0 | -20.9K |
| PRINCIPAL FINANCIAL GROUP INC | Reduced | 371.2K | 351.4K | -19.8K |
| IMC-Chicago, LLC | New | 0 | 16.5K | +16.5K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | Reduced | 26.0K | 10.2K | -15.8K |
| Nykredit A/S | Increased | 629.7K | 645.4K | +15.7K |
| Jefferies Financial Group Inc. | Sold Out | 15.3K | 0 | -15.3K |
| Laurion Capital Management LP | Sold Out | 14.7K | 0 | -14.7K |
| PRIVATE MANAGEMENT GROUP INC | Increased | 752.9K | 767.5K | +14.6K |
| ACR Alpine Capital Research, LLC | Increased | 129.5K | 144.1K | +14.6K |
| Counterpoint Mutual Funds LLC | Sold Out | 14.3K | 0 | -14.3K |
| Davis Investment Partners, LLC | Sold Out | 13.3K | 0 | -13.3K |
| HIGHLAND CAPITAL MANAGEMENT, LLC | New | 0 | 12.9K | +12.9K |
| Daiwa Securities Group Inc. | Increased | 97 | 12.8K | +12.8K |
| HB Wealth Management, LLC | Increased | 21.0K | 32.0K | +11.1K |
| Chicago Partners Investment Group LLC | Reduced | 29.3K | 18.6K | -10.6K |
| US BANCORP \DE\ | Reduced | 33.8K | 24.4K | -9.4K |
| LECAP ASSET MANAGEMENT LTD | Increased | 17.0K | 26.4K | +9.4K |
| Fulcrum Asset Management LLP | New | 0 | 9.2K | +9.2K |
| Merit Financial Group, LLC | Reduced | 35.5K | 26.4K | -9.0K |
| Retirement Systems of Alabama | Increased | 441.2K | 449.8K | +8.6K |
| MISSION WEALTH MANAGEMENT, LP | Sold Out | 8.3K | 0 | -8.3K |
| Vise Technologies, Inc. | Increased | 19.9K | 27.9K | +8.0K |
| BRIGHTON JONES LLC | Reduced | 34.7K | 26.8K | -7.8K |
| DekaBank Deutsche Girozentrale | Reduced | 7.9K | 347 | -7.5K |
| R Squared Ltd | New | 0 | 7.3K | +7.3K |
| Inspire Investing, LLC | Reduced | 21.7K | 14.4K | -7.3K |
| Bayforest Capital Ltd | New | 0 | 7.3K | +7.3K |
| Perpetual Ltd | Sold Out | 7.0K | 0 | -7.0K |
| Paladin Wealth, LLC | New | 0 | 6.9K | +6.9K |
| Hennion & Walsh Asset Management, Inc. | Sold Out | 6.9K | 0 | -6.9K |
| OFI INVEST ASSET MANAGEMENT | Reduced | 13.7K | 6.9K | -6.7K |
| Fisher Asset Management, LLC | Reduced | 11.8K | 5.2K | -6.6K |
| LEVIN CAPITAL STRATEGIES, L.P. | Sold Out | 6.5K | 0 | -6.5K |
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.