Jefferies Financial Group In (JEF) Institutional Ownership & 13F Filings (Q2 2026)

JEF ranks #972 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

JEF is a disclosed holding of Cliff Asness (AQR Capital Management), one of the tracked superinvestors on AlphaSMO — it makes up 0.1% of that fund's own 13F portfolio.

JEF is a top-conviction position for Moerus Capital Management LLC — at 20.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in JEF belongs to BlackRock, Inc., but the position matters far more to Moerus Capital Management LLC, who has 20.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Gradient Investments LLC has added to its JEF position for two straight quarters, increasing it by $3.6M to reach $16.1M today.

Merrion Investment Management Co, LLC has trimmed its JEF position for two straight quarters, cutting it by $1.4M while still holding $6.8M.

JEF is down 0.2% today, but institutions show net buying of $305.3M this quarter — a divergence between today's price move and the underlying institutional flow.

JEF posted net income of $863.1M over the trailing twelve months, and currently trades at a P/E of 11.6.

• Profitable — net income of $863.1M over the trailing twelve months
• Revenue grew 19.3% year over year
• Net income improved year over year, from $633.2M to $863.1M
• Operating cash flow was negative, using $1.5B in cash
• Liabilities run 6.18x equity — a highly leveraged balance sheet worth noting