Jefferies Financial Group Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 16.71 M | $834.95 M | -4.84% | 7.76% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 8.43 M | $421.18 M | 59.52% | 3.91% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 7.11 M | $355.32 M | -9.14% | 3.30% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 6.69 M | $334.51 M | -0.33% | 3.11% |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 08/13/2026 | 6.43 M | $321.34 M | -30.47% | 2.99% |
| STATE STREET CORP | 08/07/2026 | 4.96 M | $248.12 M | 1.46% | 2.31% |
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 08/07/2026 | 4.65 M | $232.63 M | 0.00% | 2.16% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 3.35 M | $138.17 M | -11.70% | 1.56% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 3.21 M | $160.19 M | 13.45% | 1.49% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 2.98 M | $148.85 M | -2.29% | 1.38% |
| MORGAN STANLEY | 08/13/2026 | 2.90 M | $144.84 M | 3.02% | 1.35% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 2.87 M | $143.26 M | 7.52% | 1.33% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 2.79 M | $139.37 M | 6.54% | 1.30% |
| FIRST PACIFIC ADVISORS, LP | 08/14/2026 | 2.70 M | $135.16 M | 4.55% | 1.26% |
| NORGES BANK | 08/12/2026 | 2.65 M | $132.26 M | 100.00% | 1.23% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 08/12/2026 | 2.55 M | $127.24 M | -48.58% | 1.18% |
| BAMCO INC /NY/ | 08/14/2026 | 2.14 M | $107.04 M | 39.96% | 0.99% |
| JPMORGAN CHASE & CO | 08/12/2026 | 1.88 M | $92.19 M | -1.22% | 0.87% |
| BARCLAYS PLC | 08/14/2026 | 1.60 M | $79.80 M | -8.24% | 0.74% |
| FREESTONE GROVE PARTNERS LP | 08/14/2026 | 1.59 M | $79.54 M | 21.48% | 0.74% |
| UBS GROUP AG | 08/13/2026 | 1.56 M | $78.10 M | 72.08% | 0.73% |
| NORTHERN TRUST CORP | 08/13/2026 | 1.46 M | $72.97 M | 0.54% | 0.68% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 1.34 M | $66.97 M | -4.58% | 0.62% |
| NUVEEN, LLC | 08/11/2026 | 1.30 M | $64.89 M | 27.42% | 0.60% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 1.27 M | $63.24 M | 18.34% | 0.59% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 1.23 M | $61.58 M | 0.16% | 0.57% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 1.23 M | $61.58 M | 100.00% | 0.57% |
| BECK MACK & OLIVER LLC | 08/14/2026 | 1.22 M | $61.08 M | -0.08% | 0.57% |
| ASSENAGON ASSET MANAGEMENT S.A. | 08/21/2026 | 1.03 M | $51.37 M | -6.07% | 0.48% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 1.02 M | $50.84 M | 0.18% | 0.47% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 1.01 M | $50.62 M | 30.52% | 0.47% |
| NEWEDGE WEALTH, LLC | 08/10/2026 | 998.41 K | $49.90 M | -1.91% | 0.46% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 928.36 K | $46.40 M | 424.35% | 0.43% |
| MOERUS CAPITAL MANAGEMENT LLC | 08/13/2026 | 910.37 K | $45.50 M | 17.15% | 0.42% |
| BALYASNY ASSET MANAGEMENT L.P. | 08/14/2026 | 820.77 K | $41.02 M | 55.28% | 0.38% |
| JANE STREET GROUP, LLC | 08/14/2026 | 779.87 K | $38.98 M | -10.18% | 0.36% |
| PRIVATE MANAGEMENT GROUP INC | 07/31/2026 | 752.92 K | $37.63 M | -0.42% | 0.35% |
| SQUAREPOINT OPS LLC | 08/14/2026 | 751.32 K | $37.55 M | -18.96% | 0.35% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 701.90 K | $35.08 M | -11.57% | 0.33% |
| CAPITAL FUND MANAGEMENT S.A. | 08/13/2026 | 688.56 K | $34.41 M | 78.40% | 0.32% |
| CHECK CAPITAL MANAGEMENT INC/CA | 08/05/2026 | 685.91 K | $34.28 M | 0.84% | 0.32% |
| DEUTSCHE BANK AG\ | 08/07/2026 | 660.45 K | $33.01 M | 2.46% | 0.31% |
| MAN GROUP PLC | 08/14/2026 | 654.31 K | $32.70 M | 5.47% | 0.30% |
| NYKREDIT A/S | 09/08/2026 | 629.67 K | $31.47 M | 100.00% | 0.29% |
| MRAZ, AMERINE & ASSOCIATES, INC. | 07/16/2026 | 617.12 K | $30.84 M | 0.46% | 0.29% |
| LONGAEVA PARTNERS L.P. | 08/14/2026 | 519.68 K | $25.97 M | 100.00% | 0.24% |
| HOSKING PARTNERS LLP | 08/03/2026 | 503.81 K | $25.18 M | -2.30% | 0.23% |
| SEI INVESTMENTS CO | 08/14/2026 | 491.08 K | $24.54 M | -42.96% | 0.23% |
| CITADEL ADVISORS LLC | 09/02/2026 | 474.84 K | $23.73 M | -31.27% | 0.22% |
| GOODHAVEN CAPITAL MANAGEMENT, LLC | 08/10/2026 | 445.94 K | $22.29 M | 0.25% | 0.21% |
Jefferies Financial Group Inc institutional Ownership - FAQ's
During the previous two years, 808 institutional investors and hedge funds held shares of Jefferies Financial Group Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 16.71 M
AQR CAPITAL MANAGEMENT LLC: 8.43 M
VANGUARD PORTFOLIO MANAGEMENT LLC: 7.11 M
VANGUARD CAPITAL MANAGEMENT LLC: 6.69 M
SUMITOMO MITSUI FINANCIAL GROUP, INC.: 6.43 M
STATE STREET CORP: 4.96 M
64.33% of Jefferies Financial Group Inc stock is owned by institutional investors.
Institutional investors have bought a total of 183.14 M shares in the last 24 months. This purchase volume represents approximately $6.99 B in transactions.