13F Insight
DOSSIER · 13F Holders · Q1 2026Financial Services · Security Brokers, Dealers & Flotation CompaniesCheap mega-capRe-rated
JEF

JEFFERIES FINL GROUP INC

584 institutions still hold JEFFERIES FINL GROUP INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 47233W109·Security Brokers, Dealers & Flotation Companies·584 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 3.0%
vs prior quarter
13F value held
$4.1B
62.0% inst. owned
of float
Holders
584
+102 QoQ
filers reporting
Activity
+53 / −99
+844 added · −851 reduced
this quarter
Concentration
17.78%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

584 institutions reported JEF in Q1 2026. BlackRock, Inc. leads at 17.8% of the visible book. +102 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$725M17.6M0.01%Q1 202602
SUMITOMO MITSUI FINANCIAL GROUP, INC.
CIK 0001022837
$382M9.2M7.73%Q1 202603
Vanguard Portfolio Management
CIK 0002100121
$323M7.8M0.02%Q1 202604
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$277M6.7M0.01%Q1 202605
Alyeska Investment Group, L.P.
CIK 0001453072
$246M4.0M0.70%Q4 202506
ALLIANCEBERNSTEIN L.P.
CIK 0001109448
$235M3.8M0.08%Q1 202607
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$216M5.3M0.10%Q1 202608
BARROW HANLEY MEWHINNEY & STRAUSS LLC
CIK 0000313028
$204M5.0M0.67%Q1 202609
STATE STREET CORP
CIK 0000093751
$202M4.9M0.01%Q1 202610
MASSACHUSETTS MUTUAL LIFE INSURANCE CO
CIK 0000225602
$192M4.7M8.86%Q1 202611
CITADEL ADVISORS LLC
CIK 0001423053
$144M2.3M0.02%Q4 202512
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$126M3.0M0.01%Q1 202613
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$117M2.8M0.09%Q1 202614
MORGAN STANLEY
CIK 0000895421
$116M2.8M0.01%Q1 202615
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$110M2.7M0.02%Q1 202616
MILLENNIUM MANAGEMENT LLC
CIK 0001273087
$108M2.6M0.04%Q1 202617
First Pacific Advisors, LP
CIK 0001377581
$107M2.6M1.50%Q1 202618
BARCLAYS PLC
CIK 0000312069
$90M2.2M0.02%Q1 202619
D. E. Shaw & Co., Inc.
CIK 0001009207
$81M1.3M0.04%Q4 202520
JPMORGAN CHASE & CO
CIK 0000019617
$76M1.9M0.00%Q1 2026
Page 1 of 30
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