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Who Owns JEFFERIES FINANCIAL GROUP IN (JEF)? -- Institutional Holders (2026-06-30)

646 institutions reported holding $7.10B of JEFFERIES FINANCIAL GROUP IN (JEF) in SEC 13F filings for 2026-06-30. Largest institutional holders: BlackRock, Inc. ($834.9M), VANGUARD GROUP INC ($755.6M), AQR CAPITAL MANAGEMENT LLC ($421.2M), SUMITOMO MITSUI FINANCIAL GROUP, INC. ($321.3M), STATE STREET CORP ($248.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BlackRock, Inc.$834.9M16.7MTrimmed
2VANGUARD GROUP INC$755.6M15.1MTrimmed
3AQR CAPITAL MANAGEMENT LLC$421.2M8.4MAdded
4SUMITOMO MITSUI FINANCIAL GROUP, INC.$321.3M6.4MTrimmed
5STATE STREET CORP$248.1M5.0MAdded
6MASSACHUSETTS MUTUAL LIFE INSURANCE CO$232.6M4.7MHold
7TWO SIGMA INVESTMENTS, LP$160.2M3.2MAdded
8D. E. Shaw & Co., Inc.$154.8M3.1MAdded
9GEODE CAPITAL MANAGEMENT, LLC$148.8M3.0MTrimmed
10MORGAN STANLEY$144.8M2.9MAdded
11DIMENSIONAL FUND ADVISORS LP$143.3M2.9MAdded
12ALLIANCEBERNSTEIN L.P.$138.2M3.3MTrimmed
13First Pacific Advisors, LP$135.2M2.7MAdded
14NORGES BANK$132.3M2.6MAdded
15BARROW HANLEY MEWHINNEY & STRAUSS LLC$127.2M2.5MTrimmed
16BAMCO INC /NY/$107.0M2.1MAdded
17JPMORGAN CHASE & CO$92.2M1.9MTrimmed
18BARCLAYS PLC$90.1M1.8MTrimmed
19Freestone Grove Partners LP$79.5M1.6MAdded
20UBS Group AG$79.1M1.6MAdded
21NORTHERN TRUST CORP$73.0M1.5MAdded
22Bank of New York Mellon Corp$67.0M1.3MTrimmed
23Nuveen, LLC$64.9M1.3MAdded
24GOLDMAN SACHS GROUP INC$63.2M1.3MAdded
25CHARLES SCHWAB INVESTMENT MANAGEMENT INC$61.6M1.2MAdded

Source: SEC Form 13F filings · as of 2026-06-30