Jefferson Capital Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 3.27 M | $62.90 M | 80.02% | 10.90% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 05/15/2026 | 1.76 M | $33.90 M | 36.92% | 5.87% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 05/08/2026 | 1.56 M | $30.00 M | 5.11% | 5.20% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 1.54 M | $29.56 M | 98.77% | 5.12% |
| BLACKROCK, INC. | 05/13/2026 | 1.41 M | $27.02 M | 132.09% | 4.68% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 1.13 M | $21.76 M | 95.81% | 3.77% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 05/15/2026 | 1.12 M | $21.46 M | 100.00% | 3.72% |
| 05/15/2026 | 1.06 M | $20.32 M | 100.00% | 3.52% | |
| NANTAHALA CAPITAL MANAGEMENT, LLC | 05/15/2026 | 750.00 K | $14.42 M | 25.00% | 2.50% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 691.22 K | $13.29 M | 164.96% | 2.30% |
| CITADEL ADVISORS LLC | 05/15/2026 | 587.50 K | $11.30 M | 126.55% | 1.96% |
| NORTH REEF CAPITAL MANAGEMENT LP | 05/15/2026 | 532.15 K | $10.23 M | 122.22% | 1.77% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 404.35 K | $7.78 M | 122.26% | 1.35% |
| STATE OF WISCONSIN INVESTMENT BOARD | 05/15/2026 | 374.38 K | $7.20 M | 6.96% | 1.25% |
| STATE STREET CORP | 05/15/2026 | 366.67 K | $7.14 M | 103.76% | 1.22% |
| CLEARBRIDGE INVESTMENTS, LLC | 05/13/2026 | 330.39 K | $6.35 M | 39.44% | 1.10% |
| MALTESE CAPITAL MANAGEMENT LLC | 05/15/2026 | 329.70 K | $6.34 M | 42.34% | 1.10% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 315.02 K | $6.06 M | 91.73% | 1.05% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 299.04 K | $5.75 M | 968.13% | 1.00% |
| MORGAN STANLEY | 05/15/2026 | 275.45 K | $5.30 M | 106.07% | 0.92% |
| UBS GROUP AG | 05/05/2026 | 254.97 K | $4.90 M | 420.36% | 0.85% |
| ALYESKA INVESTMENT GROUP, L.P. | 05/15/2026 | 247.07 K | $4.75 M | 64.71% | 0.82% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 05/14/2026 | 200.00 K | $3.85 M | 0.00% | 0.67% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 198.46 K | $3.82 M | 36.25% | 0.66% |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | 05/15/2026 | 190.00 K | $3.65 M | 100.00% | 0.63% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 178.03 K | $3.42 M | 86.23% | 0.59% |
| EJF CAPITAL LLC | 05/13/2026 | 171.09 K | $3.29 M | 41.42% | 0.57% |
| 05/08/2026 | 161.88 K | $3.11 M | 100.00% | 0.54% | |
| JPMORGAN CHASE & CO | 05/13/2026 | 158.94 K | $3.00 M | 79.16% | 0.53% |
| NORTHERN TRUST CORP | 05/14/2026 | 156.96 K | $3.02 M | 161.45% | 0.52% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 153.00 K | $2.94 M | 96.63% | 0.51% |
| VOLEON CAPITAL MANAGEMENT LP | 05/15/2026 | 146.13 K | $2.81 M | 185.18% | 0.49% |
| BOOTHBAY FUND MANAGEMENT, LLC | 05/15/2026 | 122.67 K | $2.36 M | 100.00% | 0.41% |
| SCOTIA CAPITAL INC. | 05/13/2026 | 121.90 K | $2.34 M | 100.00% | 0.41% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 117.74 K | $2.26 M | 100.00% | 0.39% |
| HARBOR CAPITAL ADVISORS, INC. | 04/28/2026 | 114.48 K | $2.20 M | 100.00% | 0.38% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 80.91 K | $1.56 M | 100.00% | 0.27% |
| SEVEN GRAND MANAGERS, LLC | 05/06/2026 | 70.00 K | $1.35 M | 100.00% | 0.23% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 63.17 K | $1.21 M | 283.74% | 0.21% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 58.86 K | $1.13 M | 95.91% | 0.20% |
| SEI INVESTMENTS CO | 05/13/2026 | 52.50 K | $1.01 M | 169.97% | 0.17% |
| GHISALLO CAPITAL MANAGEMENT LLC | 05/15/2026 | 50.00 K | $961.50 K | 42.86% | 0.17% |
| PMC FIG OPPORTUNITIES LLC | 05/15/2026 | 49.77 K | $957.10 K | 100.00% | 0.17% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 45.55 K | $875.98 K | 103.20% | 0.15% |
| MAN GROUP PLC | 05/15/2026 | 40.75 K | $783.53 K | 104.29% | 0.14% |
| SWISS NATIONAL BANK | 05/07/2026 | 38.20 K | $734.59 K | 100.00% | 0.13% |
| TREXQUANT INVESTMENT LP | 05/15/2026 | 37.71 K | $725.18 K | 135.56% | 0.13% |
| 05/15/2026 | 37.65 K | $724.07 K | 100.00% | 0.13% | |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 28.76 K | $553.11 K | 3,664.79% | 0.10% |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 05/11/2026 | 28.75 K | $552.94 K | 100.00% | 0.10% |
Jefferson Capital Inc. institutional Ownership - FAQ's
During the previous two years, 142 institutional investors and hedge funds held shares of Jefferson Capital Inc.. The most heavily invested institutionals were:
WELLINGTON MANAGEMENT GROUP LLP: 3.27 M
ADAGE CAPITAL PARTNERS GP, L.L.C.: 1.76 M
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC: 1.56 M
PRINCIPAL FINANCIAL GROUP INC: 1.54 M
BlackRock, Inc.: 1.41 M
GOLDMAN SACHS GROUP INC: 1.13 M
72.77% of Jefferson Capital Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 22.64 M shares in the last 24 months. This purchase volume represents approximately $475.70 M in transactions.