No Form 144 planned sale filings in the last 90 days
Beneficial Ownership (13D/13G)
No Schedule 13D/13G filings for this ticker
Material Events (8-K)
2
Filings (14d)
Data as of 2026-07-15
2026-07-15
Jefferies Financial Group (JEF) closed a public offering of €850 million in 4.500% Senior Notes due 2033 on July 15, 2026. After underwriting discounts and expenses, the net proceeds come to about €843.8 million, which the company plans to use for general corporate purposes.
On July 8, 2026, Jefferies Financial Group entered into a purchase agreement to issue €850 million in senior notes due in 2033, with a 4.5% interest rate. The offering is expected to close on July 15, 2026, subject to standard conditions. The company also issued a press release announcing the pricing of the offering.
Who are the top institutional investors holding JEFFERIES FINANCIAL GROUP IN (JEF)?
Major stakeholders currently include BlackRock, Inc. ($724.5M), Sumitomo Mitsui Financial Group, INC. ($381.6M), Vanguard Portfolio Management LLC ($322.9M). Based on the latest 13F filings, there are a total of 555 tracked investment funds and institutions maintaining positions in JEF.
What is the overall institutional sentiment toward JEF recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $3.3B, driven by 289 managers accumulating shares while 286 reduced their exposure.
Which institutions have been selling or reducing their JEF positions?
In the latest period, 169 funds trimmed their holdings, and 117 managers completely exited their positions. The aggregate reported sell value was $3.6B.
Are there any notable investors adding JEF to their portfolios?
Yes, buying activity remains notable. 74 institutions opened new positions in {ticker}, and 215 existing holders added to their shares. The total reported buy value for the quarter amounted to $3.8B.