13F Insight
DOSSIER · 13F Holders · Q2 2026Financial Services · Security Brokers, Dealers & Flotation Companies
JEF

JEFFERIES FINL GROUP INC

607 institutions still hold JEFFERIES FINL GROUP INC as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 47233W109·Security Brokers, Dealers & Flotation Companies·607 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$4.5B
visible holders
Holders
607
filers reporting
Concentration
18.68%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q2 2026

607 institutions reported JEF in Q2 2026. BlackRock, Inc. leads at 18.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$835M16.7M0.01%Q2 202602
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$421M8.4M0.15%Q2 202603
Vanguard Portfolio Management
CIK 0002100121· Index
$355M7.1M0.02%Q2 202604
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$335M6.7M0.01%Q2 202605
SUMITOMO MITSUI FINANCIAL GROUP, INC.
CIK 0001022837
$321M6.4M6.10%Q2 202606
STATE STREET CORP
CIK 0000093751
$248M5.0M0.01%Q2 202607
ALLIANCEBERNSTEIN L.P.
CIK 0001109448
$235M3.8M0.08%Q1 202608
MASSACHUSETTS MUTUAL LIFE INSURANCE CO
CIK 0000225602
$233M4.7M9.78%Q2 202609
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$160M3.2M0.12%Q2 202610
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$149M3.0M0.01%Q2 202611
MORGAN STANLEY
CIK 0000895421
$145M2.9M0.01%Q2 202612
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$143M2.9M0.03%Q2 202613
First Pacific Advisors, LP
CIK 0001377581
$135M2.7M1.67%Q2 202614
NORGES BANK
CIK 0001374170· Sovereign
$132M2.6M0.01%Q2 202615
BARROW HANLEY MEWHINNEY & STRAUSS LLC
CIK 0000313028
$127M2.5M0.39%Q2 202616
BAMCO INC /NY/
CIK 0001017918
$107M2.1M0.16%Q2 202617
CHECK CAPITAL MANAGEMENT INC/CA
CIK 0001032814
$103M2.1M0.92%Q2 202618
Assenagon Asset Management S.A.
CIK 0001546007· Quasi-passive
$103M2.1M0.06%Q2 202619
JPMORGAN CHASE & CO
CIK 0000019617
$92M1.9M0.01%Q2 202620
BARCLAYS PLC
CIK 0000312069
$90M1.8M0.02%Q2 2026
Page 1 of 31
587 more holders available. Log in →
Insiders at JEFFERIES FINL GROUP INC
O Kane Michael T →Beyer Robert D →Ellis-Kirk Matrice →Weiler Melissa →Sharp Michael J. →Friedman Brian P →Handler Richard B →Larson Matthew Scott →