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Jefferies Financial Group Inc. (JEF) Institutional Ownership & Insider Trading

588 institutions reported holding Jefferies Financial Group Inc. shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 4 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-08-31 · read by EquiReason

JEFJefferies Financial Group Inc.Follow JEF — free
Capital Markets · Financials
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Price chart with a free account
Market cap
10.3B
P/E TTM
11.9
Dividend yield
3.6%
52-week
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Next earnings
5 Jan, in 73 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

588 institutions held 61.0% of the shares. Across filers that reported both quarters, shares held changed -3.1%.

Increased+162New+71Decreased-173Closed-51

Largest moves, shares (millions)

AQR Capital Management+3.1MCheck Capital Management…+1.4MAssenagon Asset Management…+1.0MSumitomo Mitsui Financial…-2.8MBarrow Hanley Mewhinney &…-2.4MQube Research & Technologies-1.0M

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters
-5.1Sep 24+15.1Dec 24-11.5Mar 25+1.9Jun 25+6.6Sep 25-4.5Dec 25-5.3Mar 26-4.4Jun 26
QuarterHoldersShares held, MChangeIncreasedNewDecreasedClosed
Jun 26588140-3.1%1627117351
Mar 26550141-4.1%18362150100
Dec 25581147-3.0%1637017756
Sep 25557150+4.7%1426216142
Jun 25544144+1.3%1735815267
Mar 25552141-7.6%1406818391
Dec 24573152+11.2%1397817141
Sep 24521133-4.3%1127017633

Jefferies Financial Group Inc. — questions

Who owns Jefferies Financial Group Inc. stock?
588 institutions reported Jefferies Financial Group Inc. shares in 13F filings for the quarter ended 2026-06-30. The largest: BlackRock, Inc. (7.3%), AQR CAPITAL MANAGEMENT LLC (3.7%), VANGUARD PORTFOLIO MANAGEMENT LLC (3.1%).
Are Jefferies Financial Group Inc. insiders buying or selling?
4 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from Jefferies Financial Group Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.