Jefferies Financial Group Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 17.56 M | $724.52 M | 7.36% | 8.15% |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 05/14/2026 | 9.25 M | $381.63 M | 0.00% | 4.30% |
| 05/08/2026 | 7.82 M | $322.92 M | 100.00% | 3.63% | |
| 05/15/2026 | 6.71 M | $277.12 M | 100.00% | 3.12% | |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 5.28 M | $215.75 M | 54.81% | 2.45% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 05/13/2026 | 4.95 M | $204.33 M | 182.10% | 2.30% |
| STATE STREET CORP | 05/15/2026 | 4.89 M | $201.92 M | 2.75% | 2.27% |
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 04/28/2026 | 4.65 M | $192.09 M | 0.00% | 2.16% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 3.79 M | $234.96 M | -32.01% | 1.76% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 3.05 M | $125.78 M | 3.55% | 1.42% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 2.83 M | $116.59 M | 1,120.13% | 1.31% |
| MORGAN STANLEY | 05/15/2026 | 2.81 M | $116.10 M | 11.43% | 1.31% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 2.67 M | $110.02 M | 2.25% | 1.24% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 2.62 M | $108.02 M | 136.42% | 1.22% |
| FIRST PACIFIC ADVISORS, LP | 05/14/2026 | 2.59 M | $106.74 M | 0.24% | 1.20% |
| JPMORGAN CHASE & CO | 05/13/2026 | 1.91 M | $75.54 M | -2.76% | 0.89% |
| BARCLAYS PLC | 05/15/2026 | 1.74 M | $71.81 M | 21.32% | 0.81% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 1.60 M | $66.05 M | 11,933.08% | 0.74% |
| BAMCO INC /NY/ | 05/15/2026 | 1.53 M | $63.15 M | 156.52% | 0.71% |
| NORTHERN TRUST CORP | 05/14/2026 | 1.45 M | $59.93 M | 2.46% | 0.67% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 1.40 M | $57.95 M | -1.69% | 0.65% |
| FREESTONE GROVE PARTNERS LP | 05/15/2026 | 1.31 M | $54.06 M | 36.56% | 0.61% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 1.23 M | $50.76 M | 4.81% | 0.57% |
| BECK MACK & OLIVER LLC | 05/12/2026 | 1.22 M | $50.48 M | -0.75% | 0.57% |
| ASSENAGON ASSET MANAGEMENT S.A. | 04/20/2026 | 1.09 M | $45.16 M | 740.07% | 0.51% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 1.07 M | $44.12 M | -39.32% | 0.50% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 05/15/2026 | 1.02 M | $42.29 M | 0.77% | 0.48% |
| NUVEEN, LLC | 04/30/2026 | 1.02 M | $42.05 M | 9.29% | 0.47% |
| NEWEDGE WEALTH, LLC | 05/13/2026 | 1.02 M | $42.01 M | 10.08% | 0.47% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 1.02 M | $41.96 M | 440.39% | 0.47% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 1.02 M | $41.91 M | 100.00% | 0.47% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 1.01 M | $41.53 M | 826.08% | 0.47% |
| SQUAREPOINT OPS LLC | 05/15/2026 | 927.05 K | $38.26 M | 241.37% | 0.43% |
| UBS GROUP AG | 05/05/2026 | 908.09 K | $37.48 M | -8.44% | 0.42% |
| JANE STREET GROUP, LLC | 05/12/2026 | 868.27 K | $35.83 M | 1,643.52% | 0.40% |
| SEI INVESTMENTS CO | 05/13/2026 | 860.89 K | $35.53 M | -12.37% | 0.40% |
| FMR LLC | 05/15/2026 | 860.06 K | $35.49 M | -44.88% | 0.40% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 793.70 K | $32.76 M | 46.90% | 0.37% |
| MOERUS CAPITAL MANAGEMENT LLC | 05/14/2026 | 777.07 K | $32.07 M | 27.45% | 0.36% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 775.99 K | $32.02 M | -54.97% | 0.36% |
| PRIVATE MANAGEMENT GROUP INC | 05/08/2026 | 756.06 K | $31.20 M | 14.92% | 0.35% |
| CITADEL ADVISORS LLC | 05/15/2026 | 690.86 K | $28.51 M | -52.95% | 0.32% |
| CHECK CAPITAL MANAGEMENT INC/CA | 05/04/2026 | 680.17 K | $28.07 M | 50.32% | 0.32% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 644.59 K | $26.60 M | -32.45% | 0.30% |
| PERPETUAL LTD | 04/14/2026 | 627.14 K | $25.88 M | 100.00% | 0.29% |
| MAN GROUP PLC | 05/15/2026 | 620.35 K | $25.60 M | 272.39% | 0.29% |
| MRAZ, AMERINE & ASSOCIATES, INC. | 05/05/2026 | 614.32 K | $25.35 M | 6.14% | 0.29% |
| MARSHALL WACE, LLP | 05/15/2026 | 564.67 K | $23.30 M | -16.78% | 0.26% |
| BALYASNY ASSET MANAGEMENT L.P. | 05/15/2026 | 528.58 K | $21.81 M | 23.68% | 0.25% |
| HRT FINANCIAL LP | 05/14/2026 | 524.77 K | $21.66 M | 308.33% | 0.24% |
Jefferies Financial Group Inc institutional Ownership - FAQ's
During the previous two years, 784 institutional investors and hedge funds held shares of Jefferies Financial Group Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 17.56 M
SUMITOMO MITSUI FINANCIAL GROUP, INC.: 9.25 M
AQR CAPITAL MANAGEMENT LLC: 5.28 M
BARROW HANLEY MEWHINNEY & STRAUSS LLC: 4.95 M
STATE STREET CORP: 4.89 M
MASSACHUSETTS MUTUAL LIFE INSURANCE CO: 4.65 M
65.41% of Jefferies Financial Group Inc stock is owned by institutional investors.
Institutional investors have bought a total of 172.77 M shares in the last 24 months. This purchase volume represents approximately $6.59 B in transactions.