Jefferson Capital Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 2.32 M | $45.20 M | -29.03% | 4.18% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 08/14/2026 | 1.86 M | $36.17 M | 5.39% | 3.34% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 08/12/2026 | 1.81 M | $35.18 M | 15.82% | 3.25% |
| PRINCIPAL FINANCIAL GROUP INC | 08/04/2026 | 1.71 M | $33.30 M | 11.28% | 3.08% |
| BLACKROCK, INC. | 08/07/2026 | 1.70 M | $33.06 M | 20.84% | 3.06% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 08/14/2026 | 1.45 M | $28.17 M | 29.66% | 2.60% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 958.81 K | $18.67 M | -15.27% | 1.73% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 790.88 K | $15.40 M | 14.42% | 1.42% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 752.39 K | $14.65 M | -28.80% | 1.35% |
| NANTAHALA CAPITAL MANAGEMENT, LLC | 08/19/2026 | 750.00 K | $14.60 M | 0.00% | 1.35% |
| CITADEL ADVISORS LLC | 09/02/2026 | 626.87 K | $12.21 M | 6.70% | 1.13% |
| UBS GROUP AG | 08/13/2026 | 582.74 K | $11.35 M | 128.55% | 1.05% |
| NORTH REEF CAPITAL MANAGEMENT LP | 08/14/2026 | 530.60 K | $10.33 M | -0.29% | 0.96% |
| STATE STREET CORP | 09/22/2026 | 472.41 K | $9.20 M | 28.84% | 0.85% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 456.93 K | $8.90 M | 52.80% | 0.82% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 415.57 K | $8.09 M | 2.77% | 0.75% |
| STATE OF WISCONSIN INVESTMENT BOARD | 08/14/2026 | 338.79 K | $6.60 M | -9.50% | 0.61% |
| CLEARBRIDGE INVESTMENTS, LLC | 08/13/2026 | 328.80 K | $6.40 M | -0.48% | 0.59% |
| PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC | 08/14/2026 | 316.85 K | $6.17 M | 100.00% | 0.57% |
| MORGAN STANLEY | 08/13/2026 | 306.60 K | $5.97 M | 11.31% | 0.55% |
| NORTHERN TRUST CORP | 08/13/2026 | 261.94 K | $5.10 M | 66.88% | 0.47% |
| ALYESKA INVESTMENT GROUP, L.P. | 08/14/2026 | 258.32 K | $5.03 M | 4.55% | 0.47% |
| MALTESE CAPITAL MANAGEMENT LLC | 08/14/2026 | 231.39 K | $4.51 M | -29.82% | 0.42% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 188.70 K | $3.67 M | 16.57% | 0.34% |
| FRANKLIN TEMPLETON INC | 08/13/2026 | 164.32 K | $3.20 M | -17.21% | 0.30% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 156.47 K | $3.05 M | 2.27% | 0.28% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 156.47 K | $3.05 M | 100.00% | 0.28% |
| EJF CAPITAL LP | 08/13/2026 | 145.39 K | $2.83 M | -15.02% | 0.26% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 136.90 K | $2.67 M | -56.54% | 0.25% |
| NORGES BANK | 08/12/2026 | 133.70 K | $2.60 M | 100.00% | 0.24% |
| SCOTIA CAPITAL INC. | 08/11/2026 | 121.90 K | $2.37 M | 0.00% | 0.22% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 121.78 K | $2.37 M | 3.43% | 0.22% |
| HARBOR CAPITAL ADVISORS, INC. | 08/07/2026 | 113.76 K | $2.22 M | -0.63% | 0.20% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 99.10 K | $1.93 M | -44.33% | 0.18% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 94.07 K | $1.83 M | 59.81% | 0.17% |
| Y-INTERCEPT (HONG KONG) LTD | 07/14/2026 | 90.89 K | $1.77 M | 100.00% | 0.16% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 89.52 K | $1.74 M | 10.64% | 0.16% |
| MAN GROUP PLC | 08/14/2026 | 72.94 K | $1.42 M | 79.02% | 0.13% |
| PICTON MAHONEY ASSET MANAGEMENT | 08/13/2026 | 56.06 K | $1.09 M | 100.00% | 0.10% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 54.53 K | $1.06 M | 19.71% | 0.10% |
| GHISALLO CAPITAL MANAGEMENT LLC | 08/14/2026 | 50.00 K | $973.50 K | 0.00% | 0.09% |
| TREXQUANT INVESTMENT LP | 08/14/2026 | 49.70 K | $967.62 K | 31.79% | 0.09% |
| SEI INVESTMENTS CO | 08/14/2026 | 46.92 K | $913.45 K | -10.64% | 0.08% |
| NUVEEN, LLC | 08/11/2026 | 45.17 K | $879.48 K | 69.70% | 0.08% |
| POINT72 ASSET MANAGEMENT, L.P. | 08/14/2026 | 44.74 K | $871.01 K | 100.00% | 0.08% |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 08/12/2026 | 44.40 K | $864.37 K | 54.40% | 0.08% |
| SWISS NATIONAL BANK | 08/11/2026 | 41.70 K | $811.90 K | 9.16% | 0.08% |
| VARCOV CO. | 08/14/2026 | 38.14 K | $742.64 K | 1.30% | 0.07% |
| ALLSTATE CORP | 08/13/2026 | 33.09 K | $644.22 K | 100.00% | 0.06% |
| HRT FINANCIAL LP | 08/14/2026 | 29.16 K | $567.00 K | 100.00% | 0.05% |
Jefferson Capital Inc. institutional Ownership - FAQ's
During the previous two years, 152 institutional investors and hedge funds held shares of Jefferson Capital Inc.. The most heavily invested institutionals were:
PRINCIPAL FINANCIAL GROUP INC: 1.59 M
Jackson Creek Investment Advisors LLC: 27,552
State of Wyoming: 3,426
CITIGROUP INC: 2,788
Covestor Ltd: 126
SJS Investment Consulting Inc.: 105
40.12% of Jefferson Capital Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 24.00 M shares in the last 24 months. This purchase volume represents approximately $504.19 M in transactions.