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JEF

JEF 13F Positioning & Ownership Changes

Jefferies Financial Group In

-$2.1B

Net Activity

Data as of: 2026-03-31

Institutions Holding

555

Popularity Rank

#977

Avg Weight

0.16%

Total Value

$6.1B

Ownership Trend

555 institutions currently hold JEF, with 289 net buyers and 286 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

286

Net Buying Institutions

289

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$724.5M
SM
Sumitomo Mitsui Financial Group, INC.
$381.6M
VP
Vanguard Portfolio Management LLC
$322.9M
VC
Vanguard Capital Management LLC
$277.1M
AL
Alliancebernstein L.p.
$235.0M

Top 5 by Conviction

MC
Moerus Capital Management LLC
11.84%
MM
Massachusetts Mutual Life Insurance Co
8.86%
SM
Sumitomo Mitsui Financial Group, INC.
7.73%
MA
Mraz, Amerine & Associates, Inc.
3.74%
FP
First Pacific Advisors, LP
1.50%
View all 555 holding institutions

Across its top 20 institutional holders, JEF's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 12/100, avg. turnover score 27/100).

Quarterly Activity

Recent Activity

+$3.8B

Total Buy Value

$3.6B

Total Sell Value

New buy74
Trim169
Add215
Sold out117

289

Net Buyers

286

Net Sellers

Smart Money Convergence

JEF does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/JEF

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

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.

View Full Filing (SEC EDGAR)
2026-07-08

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.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

47233W109, 472319ag7

FAQ

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 $2.1B, 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.

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Developer Access

Access JEF's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/JEF

CLI

npx alphasmo stocks get JEF
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