JEF Institutional Ownership
Who owns Jefferies Financial Group Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 591 funds reported holding JEF at Jun 30, 2026.
- ●273 buying vs 258 selling
- ●Shares held by funds -1.0%
- ▲Funds holding +27
- ▼Superinvestors: 0 added, 4 cut
- ▼Put/call 0.34 to 0.66
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 591 | 564 | +4.8% |
| In funds' top 10 | 10 | 9 | +11.1% |
| 13F shares | 140M | 141M | −1.0% |
| Held by funds | – | – | – |
| New positions | 84 | 76 | +10.5% |
| Increased | 189 | 216 | −12.5% |
| Reduced | 197 | 165 | +19.4% |
| Sold out | 61 | 117 | −47.9% |
| Calls (shares) | 628K | 2.4M | −73.5% |
| Puts (shares) | 417K | 836K | −50.1% |
| Put/call ratio | 0.66 | 0.34 | +94.3% |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in JEF
All superinvestors →
Who owns JEF
share of fund held shares- Index and passive funds33.5%
- Active managers and hedge funds43.5%
- Banks and brokers16.1%
- Pensions, insurers and other6.9%
The top 10 holders own 46.1% of all JEF shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
148 funds changed their position- Assenagon Asset Management S.A.Trimmed−1.5M sh
- Fideuram Asset Management (Ireland) dacSold out−378K sh
- Y-Intercept (Hong Kong) LtdTrimmed−58K sh
- Gradient Investments LLCAdded+43K sh
- Gateway Investment Advisers LLCTrimmed−40K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | – | 16.7M | $835M | −850K |
| 2 | AQR Capital Management LLC | – | 8.4M | $421M | +3.1M |
| 3 | Vanguard Portfolio Management LLC | – | 7.1M | $355M | −715K |
| 4 | Vanguard Capital Management LLC | – | 6.7M | $335M | −22K |
| 5 | Sumitomo Mitsui Financial Group, Inc. | – | 6.4M | $321M | −2.8M |
| 6 | State Street Corp | – | 5M | $248M | +72K |
| 7 | Massachusetts Mutual Life Insurance Co | – | 4.7M | $233M | 0 |
| 8 | Alliancebernstein L.P. | – | 3.3M | $138M | −444K |
| 9 | Two Sigma Investments, LP | – | 3.2M | $160M | +380K |
| 10 | Geode Capital Management, LLC | – | 3M | $149M | −70K |
- AQR Capital Management LLC+3.1M sh+$157M
- Norges Bank+2.6M sh+$132M
- Check Capital Management Inc/ca+1.4M sh+$68.9M
- Assenagon Asset Management S.A.+961K sh+$48M
- First Trust Advisors LP+751K sh+$37.6M
- UBS Group AG+655K sh+$32.7M
- Bamco Inc /ny/+612K sh+$30.6M
- Longaeva Partners L.P.+520K sh+$26M
- Sumitomo Mitsui Financial Group, Inc.−2.8M sh−$141M
- Barrow Hanley Mewhinney & Strauss LLC−2.4M sh−$120M
- BlackRock, Inc.−850K sh−$42.5M
- Jacobs Levy Equity Management, Inc−835K sh−$41.7M
- Qube Research & Technologies Ltd−1M sh−$41.5M
- Fmr LLC−718K sh−$35.9M
- Vanguard Portfolio Management LLC−715K sh−$35.8M
- Perpetual Ltd−620K sh−$31M
JEF institutional ownership FAQ
Who owns the most JEF stock?
In Q2 2026 13F filings the largest holder of JEF was BlackRock, Inc., followed by AQR Capital Management LLC and Vanguard Portfolio Management LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of JEF is owned by institutions?
591 funds reported holding 140M JEF shares at Jun 30, 2026.
Are hedge funds buying JEF?
In Q2 2026, 273 funds bought JEF (84 of them new positions) and 258 sold (61 sold out completely). Among well known investors, 0 added and 4 cut. Our fund sentiment for JEF is neutral.
What is JEF's institutional put/call ratio?
Funds reported $20.8M of JEF puts against $31.4M of calls, a put/call ratio of 0.66 (0.34 the quarter before). Market makers and bank trading desks are left out, since their options are mostly hedges.
How current is this JEF ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.