$JEF

$45.43 +$0.64 (1.43%) Close

$JEF Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 204.4M shares outstanding

Who owns JEF?

By type of holder

Institutions 66.4% Insiders 33.6% Everyone else 0.0%

Concentration Top 10 holders own 136.8%

Steinberg Joseph S 99.5% · Handler Richard B 8.8%

Institutional ownership

66.4%

-2.0 pts vs last qtr

Institutional holders

584

+26 vs last qtr

Net shares bought

−4.0M

by institutions in Q2 2026

New / sold out

92 / 66

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Aqr Capital Management LLC +3.1M
Norges Bank NEW +2.6M

Biggest sellers in Q2 2026

Sumitomo Mitsui Financial Group, Inc. −2.8M
Barrow Hanley Mewhinney & Strauss LLC −2.4M

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Jefferies Financial Group Inc in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2015–FY2025

−40.2%

−5.55% a year

Each share's claim on the business

+67.2%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$3.05B vs $565M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years69% 3–5 years5% 1–3 years20% Under 1 year6%

Quarterly turnover

12.9%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting JEF on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	16.7M	8.17%	−850.1K (−4.8%)	≤2021	0.0%
Shares held by quarter Peak holding17.6M (Q1'26) Change over 8 quarters+1.4M Share of the company8.170% BlackRock, Inc.'s full portfolio →
SM Sumitomo Mitsui Financial Group, Inc.	6.4M	3.14%	−2.8M (−30.5%)	2024	6.1%
Shares held by quarter Peak holding9.2M (Q3'24) Change over 8 quarters−2.8M Share of the company3.140% Sumitomo Mitsui Financial Group, Inc.'s full portfolio →

BlackRock, Inc.

16.7M

% of company

8.17%

Change vs last qtr

−850.1K (−4.8%)

Held since

≤2021

Sumitomo Mitsui Financial Group, Inc.

6.4M

% of company

3.14%

Change vs last qtr

−2.8M (−30.5%)

Held since

2024

28 more super investors behind a free account

See every manager holding Jefferies Financial Group Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting JEF on Form N-PORT; together they hold 24.5% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Mid-Cap ETF iShares Trust	$280M	5.6M	2.74%	0.22%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$227M	4.5M	2.22%	0.01%	June 30, 2026

iShares Core S&P Mid-Cap ETF

iShares Trust

Position value

$280M

% of company

2.74%

% of the fund

0.22%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$227M

% of company

2.22%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Jefferies Financial Group Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
SJ Steinberg Joseph S Insider	203.5M	99.53%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company99.530% Steinberg Joseph S's insider activity →
HR Handler Richard B Insider	17.9M	8.78%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company8.780% Handler Richard B's insider activity →

Steinberg Joseph S

Insider

203.5M

% of company

99.53%

Change vs last qtr

—

Held since

—

Handler Richard B

Insider

17.9M

% of company

8.78%

Change vs last qtr

—

Held since

—

11 more holders behind a free account

See every insider and 5%+ holder of Jefferies Financial Group Inc.

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