Jefferies Financial Group Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 16.35 M | $1.01 B | 5.18% | 7.60% |
| VANGUARD GROUP INC | 01/29/2026 | 14.73 M | $913.10 M | -0.95% | 6.84% |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 02/12/2026 | 9.25 M | $573.04 M | 0.00% | 4.30% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 7.15 M | $453.92 M | -2.73% | 3.32% |
| STATE STREET CORP | 02/13/2026 | 4.76 M | $295.08 M | -1.36% | 2.21% |
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 02/13/2026 | 4.65 M | $288.43 M | -0.02% | 2.16% |
| ALYESKA INVESTMENT GROUP, L.P. | 02/13/2026 | 3.97 M | $246.17 M | 422.01% | 1.85% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 2.94 M | $182.39 M | 0.83% | 1.37% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 2.61 M | $161.60 M | 1.13% | 1.21% |
| MORGAN STANLEY | 02/13/2026 | 2.52 M | $156.45 M | -9.26% | 1.17% |
| NORGES BANK | 02/10/2026 | 2.35 M | $145.58 M | 100.00% | 1.09% |
| FISHER ASSET MANAGEMENT, LLC | 02/09/2026 | 2.12 M | $131.09 M | -0.01% | 0.98% |
| JPMORGAN CHASE & CO | 02/11/2026 | 1.96 M | $121.45 M | -60.69% | 0.91% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 1.76 M | $109.18 M | -3.56% | 0.82% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 02/11/2026 | 1.76 M | $108.76 M | -12.02% | 0.82% |
| BARCLAYS PLC | 02/13/2026 | 1.43 M | $88.88 M | -6.20% | 0.67% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 1.43 M | $88.52 M | -9.03% | 0.66% |
| BECK MACK & OLIVER LLC | 02/12/2026 | 1.23 M | $76.37 M | -2.76% | 0.57% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 1.17 M | $72.73 M | 2.02% | 0.55% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 02/13/2026 | 1.02 M | $63.01 M | 583.17% | 0.47% |
| UBS GROUP AG | 01/29/2026 | 991.82 K | $61.46 M | -6.58% | 0.46% |
| ARTEMIS INVESTMENT MANAGEMENT LLP | 02/02/2026 | 984.10 K | $60.98 M | -58.64% | 0.46% |
| SEI INVESTMENTS CO | 02/13/2026 | 982.40 K | $60.88 M | 71.11% | 0.46% |
| FEDERATED HERMES, INC. | 02/12/2026 | 968.55 K | $60.02 M | -34.65% | 0.45% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 954.29 K | $59.14 M | 51.53% | 0.44% |
| NUVEEN, LLC | 02/12/2026 | 932.36 K | $57.78 M | -1.60% | 0.43% |
| NEWEDGE WEALTH, LLC | 02/03/2026 | 924.62 K | $57.30 M | 1.63% | 0.43% |
| VICTORY CAPITAL MANAGEMENT INC | 02/13/2026 | 698.49 K | $43.29 M | 7.26% | 0.32% |
| MARSHALL WACE, LLP | 02/13/2026 | 678.55 K | $42.05 M | -13.78% | 0.32% |
| PRIVATE MANAGEMENT GROUP INC | 02/12/2026 | 657.90 K | $40.77 M | -0.75% | 0.31% |
| CI INVESTMENTS INC. | 02/12/2026 | 620.91 K | $38.48 M | 1,195.05% | 0.29% |
| MOERUS CAPITAL MANAGEMENT LLC | 02/12/2026 | 609.72 K | $37.78 M | -10.31% | 0.28% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 605.32 K | $37.51 M | 64.28% | 0.28% |
| BAMCO INC /NY/ | 02/17/2026 | 596.53 K | $36.97 M | 14.82% | 0.28% |
| MRAZ, AMERINE & ASSOCIATES, INC. | 02/06/2026 | 578.76 K | $35.87 M | 1.77% | 0.27% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 540.30 K | $33.48 M | 144.37% | 0.25% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 505.60 K | $31.33 M | 54.76% | 0.23% |
| HOSKING PARTNERS LLP | 02/04/2026 | 486.33 K | $30.14 M | -0.37% | 0.23% |
| RETIREMENT SYSTEMS OF ALABAMA | 01/15/2026 | 470.13 K | $29.13 M | -0.31% | 0.22% |
| CHECK CAPITAL MANAGEMENT INC/CA | 02/06/2026 | 452.49 K | $28.04 M | 100.00% | 0.21% |
| GOODHAVEN CAPITAL MANAGEMENT, LLC | 02/10/2026 | 442.49 K | $27.42 M | 0.11% | 0.21% |
| RHUMBLINE ADVISERS | 02/13/2026 | 424.34 K | $26.30 M | -0.57% | 0.20% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 411.18 K | $25.48 M | 2.88% | 0.19% |
| MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD. | 01/28/2026 | 398.00 K | $24.66 M | -50.13% | 0.18% |
| CAPITAL FUND MANAGEMENT S.A. | 02/17/2026 | 388.04 K | $24.05 M | 138.69% | 0.18% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 363.35 K | $22.52 M | -75.37% | 0.17% |
| BARCLAYS PLC | 02/13/2026 | 350.00 K | $21.69 M | 100.00% | 0.16% |
| LOOMIS SAYLES & CO L P | 02/12/2026 | 349.78 K | $21.68 M | -12.92% | 0.16% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 348.33 K | $21.59 M | 5.37% | 0.16% |
| ROBOTTI ROBERT | 02/12/2026 | 328.93 K | $189.45 M | -1.13% | 0.15% |
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Jefferies Financial Group Inc institutional Ownership - FAQ's
During the previous two years, 769 institutional investors and hedge funds held shares of Jefferies Financial Group Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 16.35 M
VANGUARD GROUP INC: 14.73 M
SUMITOMO MITSUI FINANCIAL GROUP, INC.: 9.25 M
Allspring Global Investments Holdings, LLC: 7.15 M
STATE STREET CORP: 4.76 M
MASSACHUSETTS MUTUAL LIFE INSURANCE CO: 4.65 M
52.68% of Jefferies Financial Group Inc stock is owned by institutional investors.
Institutional investors have bought a total of 173.79 M shares in the last 24 months. This purchase volume represents approximately $9.03 B in transactions.