JEF Institutional Ownership
Jefferies Financial Group Inc.
1W: +2.6%
1M: -2.0%
3M: -15.6%
YTD: -25.6%
1Y: -16.2%
3Y: +55.6%
5Y: +33.8%
$46.19
+0.76 (+1.67%)
Weekly Expected Move ±3.6%
$42
$43
$45
$46
$48
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $814.7M held by 394 funds, 144 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — JEF
651
Institutional Holders
-28 vs prior quarter
0.0%
Ownership
+0.00pp
$7B
Total Invested
92
New Positions
193
Increased
260
Reduced
59
Closed
0.84
Put/Call Ratio
Ownership Trends
Top Institutional Holders (729 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 16,705,627 | $772M | -850,088 | -4.8% | 8Q | SEC ↗ |
| 2 | AQR CAPITAL MANAGEMENT LLC | 8,426,996 | $389M | +3,144,305 | +59.5% | 25Q | SEC ↗ |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 7,109,182 | $328M | -715,354 | -9.1% | 2Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 6,692,873 | $309M | -22,024 | -0.3% | 2Q | SEC ↗ |
| 5 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | 6,429,337 | $297M | -2,817,744 | -30.5% | 8Q | SEC ↗ |
| 6 | STATE STREET CORP | 4,964,406 | $229M | +71,662 | +1.5% | 33Q | SEC ↗ |
| 7 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 4,654,362 | $215M | — | +0.0% | 8Q | SEC ↗ |
| 8 | ALLIANCEBERNSTEIN L.P. | 3,347,848 | $155M | -443,679 | -11.7% | 33Q | SEC ↗ |
| 9 | TWO SIGMA INVESTMENTS, LP | 3,205,077 | $148M | +380,024 | +13.5% | 12Q | SEC ↗ |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 2,977,314 | $138M | -69,658 | -2.3% | 33Q | SEC ↗ |
| 11 | MORGAN STANLEY | 2,898,045 | $134M | +84,821 | +3.0% | 33Q | SEC ↗ |
| 12 | DIMENSIONAL FUND ADVISORS LP | 2,866,541 | $132M | +200,444 | +7.5% | 33Q | SEC ↗ |
| 13 | D. E. Shaw & Co., Inc. | 2,788,432 | $129M | +171,137 | +6.5% | 5Q | SEC ↗ |
| 14 | First Pacific Advisors, LP | 2,704,265 | $125M | +117,764 | +4.6% | 33Q | SEC ↗ |
| 15 | NORGES BANK NEW | 2,646,300 | $122M | — | +0.0% | 1Q | SEC ↗ |
| 16 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 2,545,859 | $118M | -2,405,168 | -48.6% | 33Q | SEC ↗ |
| 17 | BAMCO INC /NY | 2,141,744 | $99M | +611,516 | +40.0% | 19Q | SEC ↗ |
| 18 | JPMORGAN CHASE & CO | 1,882,582 | $87M | -23,169 | -1.2% | 33Q | SEC ↗ |
| 19 | BARCLAYS PLC | 1,596,595 | $74M | -143,430 | -8.2% | 33Q | SEC ↗ |
| 20 | Freestone Grove Partners LP | 1,591,384 | $74M | +281,388 | +21.5% | 6Q | SEC ↗ |
| 21 | UBS Group AG | 1,562,599 | $72M | +654,507 | +72.1% | 33Q | SEC ↗ |
| 22 | NORTHERN TRUST CORP | 1,459,968 | $67M | +7,890 | +0.5% | 33Q | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 1,339,953 | $62M | -64,295 | -4.6% | 33Q | SEC ↗ |
| 24 | Nuveen, LLC | 1,298,376 | $60M | +279,383 | +27.4% | 6Q | SEC ↗ |
| 25 | GOLDMAN SACHS GROUP INC | 1,265,262 | $58M | +196,095 | +18.3% | 15Q | SEC ↗ |
| 26 | Sixth Street Partners Management Compa NEW | 1,232,031 | $57M | — | +0.0% | 1Q | SEC ↗ |
| 27 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 1,232,031 | $57M | +2,002 | +0.2% | 15Q | SEC ↗ |
| 28 | BECK MACK & OLIVER LLC | 1,222,167 | $56M | -935 | -0.1% | 33Q | SEC ↗ |
| 29 | Assenagon Asset Management S.A. | 1,027,771 | $47M | -66,393 | -6.1% | 9Q | SEC ↗ |
| 30 | VANGUARD FIDUCIARY TRUST CO | 1,017,239 | $47M | +1,787 | +0.2% | 2Q | SEC ↗ |
| 31 | BANK OF AMERICA CORP /DE | 1,012,791 | $47M | +236,806 | +30.5% | 15Q | SEC ↗ |
| 32 | NewEdge Wealth, LLC | 998,413 | $46M | -19,418 | -1.9% | 22Q | SEC ↗ |
| 33 | FIRST TRUST ADVISORS LP | 928,364 | $43M | +751,315 | +424.4% | 33Q | SEC ↗ |
| 34 | Moerus Capital Management LLC | 910,370 | $42M | +133,302 | +17.2% | 31Q | SEC ↗ |
| 35 | Balyasny Asset Management L.P. | 820,771 | $38M | +292,187 | +55.3% | 13Q | SEC ↗ |
| 36 | JANE STREET GROUP, LLC | 779,872 | $36M | -88,400 | -10.2% | 25Q | SEC ↗ |
| 37 | PRIVATE MANAGEMENT GROUP INC | 752,918 | $35M | -3,141 | -0.4% | 33Q | SEC ↗ |
| 38 | Squarepoint Ops LLC | 751,324 | $35M | -175,724 | -19.0% | 20Q | SEC ↗ |
| 39 | CAPITAL FUND MANAGEMENT S.A. | 688,560 | $32M | +302,593 | +78.4% | 12Q | SEC ↗ |
| 40 | DEUTSCHE BANK AG | 660,454 | $31M | +15,861 | +2.5% | 33Q | SEC ↗ |
| 41 | Man Group plc | 654,306 | $30M | +33,957 | +5.5% | 24Q | SEC ↗ |
| 42 | Nykredit A/S NEW | 629,669 | $29M | — | +0.0% | 1Q | SEC ↗ |
| 43 | Mraz, Amerine & Associates, Inc. | 617,122 | $29M | +2,799 | +0.5% | 33Q | SEC ↗ |
| 44 | Longaeva Partners L.P. NEW | 519,676 | $24M | — | +0.0% | 1Q | SEC ↗ |
| 45 | Hosking Partners LLP | 503,811 | $23M | -11,843 | -2.3% | 33Q | SEC ↗ |
| 46 | SEI INVESTMENTS CO | 491,082 | $23M | -369,805 | -43.0% | 15Q | SEC ↗ |
| 47 | CITADEL ADVISORS LLC | 474,843 | $22M | -216,012 | -31.3% | 20Q | SEC ↗ |
| 48 | Retirement Systems of Alabama | 441,226 | $20M | -33,561 | -7.1% | 33Q | SEC ↗ |
| 49 | HRT FINANCIAL LP | 437,568 | $20M | -87,203 | -16.6% | 5Q | SEC ↗ |
| 50 | Berkshire Hathaway Inc | 433,558 | $20M | — | +0.0% | 16Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 2,646,300 | $122M |
| Sixth Street Partners Management Co | 1,232,031 | $57M |
| Nykredit A/S | 629,669 | $29M |
| Longaeva Partners L.P. | 519,676 | $24M |
| Fideuram Asset Management (Ireland) | 377,574 | $17M |
| Azora Capital LP | 211,758 | $10M |
| MUFG Securities EMEA plc | 126,200 | $6M |
| Jupiter Topco LLC | 67,014 | $3M |
| Inspire Advisors, LLC | 59,637 | $3M |
| Edgestream Partners, L.P. | 47,556 | $2M |
| Polar Asset Management Partners Inc | 42,909 | $2M |
| FOX RUN MANAGEMENT, L.L.C. | 37,099 | $2M |
| Vest Financial, LLC | 35,624 | $2M |
| New Age Alpha Advisors, LLC | 34,458 | $2M |
| Bleakley Financial Group, LLC | 34,264 | $2M |
| MIZUHO MARKETS AMERICAS LLC | 29,900 | $1M |
| DARK FOREST CAPITAL MANAGEMENT LP | 28,319 | $1M |
| Rose Capital Advisors LLC | 25,657 | $1M |
| MACKENZIE FINANCIAL CORP | 23,530 | $1M |
| Inspire Investing, LLC | 21,712 | $1M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Alyeska Investment Group, L.P. | 3,972,352 | $183M |
| EMINENCE CAPITAL, LP | 3,812,615 | $176M |
| Qube Research & Technologies Ltd | 1,006,361 | $46M |
| Artemis Investment Management LLP | 984,103 | $45M |
| Munro Partners | 975,795 | $45M |
| Private Capital Management, LLC | 514,469 | $24M |
| Migdal Insurance & Financial Holdin | 398,000 | $18M |
| Entropy Technologies, LP | 124,782 | $6M |
| VR Advisory Services Ltd | 108,747 | $5M |
| IMC-Chicago, LLC | 107,363 | $5M |
| Boston Partners | 102,613 | $5M |
| Aquatic Capital Management LLC | 100,279 | $5M |
| Oak Thistle LLC | 96,252 | $4M |
| Lansforsakringar Fondforvaltning AB | 88,175 | $4M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 72,287 | $3M |
| FIDEURAM - INTESA SANPAOLO PRIVATE | 71,260 | $3M |
| GROUP ONE TRADING LLC | 65,921 | $3M |
| PICTON MAHONEY ASSET MANAGEMENT | 62,809 | $3M |
| Quadrature Capital Ltd | 62,418 | $3M |
| TWINBEECH CAPITAL LP | 60,500 | $3M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AQR CAPITAL MANAGEMENT LLC | +3,144,305 | +59.5% | 8,426,996 |
| FIRST TRUST ADVISORS LP | +751,315 | +424.4% | 928,364 |
| UBS Group AG | +654,507 | +72.1% | 1,562,599 |
| BAMCO INC /NY | +611,516 | +40.0% | 2,141,744 |
| TWO SIGMA INVESTMENTS, LP | +380,024 | +13.5% | 3,205,077 |
| CIBC Bancorp USA Inc. | +334,916 | +425.1% | 413,702 |
| CAPITAL FUND MANAGEMENT S.A. | +302,593 | +78.4% | 688,560 |
| Trexquant Investment LP | +295,998 | +472.5% | 358,645 |
| Balyasny Asset Management L.P. | +292,187 | +55.3% | 820,771 |
| Freestone Grove Partners LP | +281,388 | +21.5% | 1,591,384 |
| Nuveen, LLC | +279,383 | +27.4% | 1,298,376 |
| BANK OF AMERICA CORP /DE | +236,806 | +30.5% | 1,012,791 |
| DIMENSIONAL FUND ADVISORS LP | +200,444 | +7.5% | 2,866,541 |
| GOLDMAN SACHS GROUP INC | +196,095 | +18.3% | 1,265,262 |
| Amundi | +180,553 | +378.7% | 228,236 |
| D. E. Shaw & Co., Inc. | +171,137 | +6.5% | 2,788,432 |
| Ensign Peak Advisors, Inc | +146,934 | +59.0% | 395,780 |
| Moerus Capital Management LLC | +133,302 | +17.2% | 910,370 |
| Mariner, LLC | +133,047 | +66.1% | 334,270 |
| Quantinno Capital Management LP | +132,144 | +51.1% | 390,494 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SUMITOMO MITSUI FINANCIAL GROUP, IN | -2,817,744 | -30.5% | 6,429,337 |
| BARROW HANLEY MEWHINNEY & STRAUSS L | -2,405,168 | -48.6% | 2,545,859 |
| BlackRock, Inc. | -850,088 | -4.8% | 16,705,627 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | -834,751 | -81.5% | 189,944 |
| FMR LLC | -717,921 | -83.5% | 142,141 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | -715,354 | -9.1% | 7,109,182 |
| Perpetual Ltd | -620,092 | -98.9% | 7,049 |
| MILLENNIUM MANAGEMENT LLC | -610,031 | -60.0% | 406,773 |
| MARSHALL WACE, LLP | -545,469 | -96.6% | 19,196 |
| ALLIANCEBERNSTEIN L.P. | -443,679 | -11.7% | 3,347,848 |
| FEDERATED HERMES, INC. | -374,224 | -96.7% | 12,636 |
| SEI INVESTMENTS CO | -369,805 | -43.0% | 491,082 |
| Jump Financial, LLC | -314,700 | -77.7% | 90,400 |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | -269,515 | -74.2% | 93,909 |
| Russell Investments Group, Ltd. | -257,188 | -53.3% | 225,085 |
| Prana Capital Management, LP | -222,973 | -86.2% | 35,608 |
| CITADEL ADVISORS LLC | -216,012 | -31.3% | 474,843 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -180,375 | -53.2% | 158,791 |
| Squarepoint Ops LLC | -175,724 | -19.0% | 751,324 |
| Connor, Clark & Lunn Investment Man | -175,075 | -70.6% | 72,820 |