Who Owns Jefferies Financial Group Stock?
NYSE: JEFFinanceInvestment Bankers/Brokers/ServiceUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 70.42%
- Held by insiders
- 25.90%
- Institutional holders
- 747
- Institutions 70.4%
- Insiders 25.9%
- Public and other 3.7%
Who owns Jefferies Financial Group stock?
Institutional investors own about 70.4% of Jefferies Financial Group's shares, spread across 747 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 25.90% of JEF.
The largest institutional holders are Blackrock Inc. (8.62%), AQR Capital Management, LLC (4.35%) and Vanguard Portfolio Management LLC (3.67%). Together, the top 10 institutions control 33.3% of shares outstanding. In their latest filings, 3 of the top 10 institutions increased their JEF positions and 6 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of JEF
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 16.71M | 8.62% | -4.8% |
| AQR Capital Management, LLC | 8.43M | 4.35% | +59.5% |
| Vanguard Portfolio Management LLC | 7.11M | 3.67% | -9.1% |
| Vanguard Capital Management LLC | 6.69M | 3.45% | -0.3% |
| Sumitomo Mitsui Financial Group, Inc. | 6.43M | 3.32% | -30.5% |
| State Street Corporation | 4.96M | 2.56% | +1.5% |
| Massachusetts Mutual Life Insurance Co. | 4.65M | 2.40% | 0.0% |
| Alliancebernstein L.P. | 3.35M | 1.73% | -11.7% |
| Two Sigma Investments, LP | 3.21M | 1.65% | +13.4% |
| Geode Capital Management, LLC | 2.98M | 1.54% | -2.3% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of JEF
| Fund | Shares | % Held |
|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | 5.73M | 2.96% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 4.54M | 2.35% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 3.28M | 1.69% |
| FPA FUNDS TRUST-FPA Crescent Fund | 2.28M | 1.18% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | 2.08M | 1.07% |
| BARON SELECT FUNDS-Baron Focused Growth Fund | 1.93M | 1.00% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 1.88M | 0.97% |
| Bridge Builder Trust-Bridge Builder Large Cap Value Fund | 1.82M | 0.94% |
| SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT | 1.20M | 0.62% |
| SPDR SERIES TRUST-State Street SPDR Portfolio S&P 400 Mid Cap ETF | 853.17K | 0.44% |
Frequently asked questions
Who is the largest shareholder of Jefferies Financial Group?
Blackrock Inc. is the largest institutional shareholder of JEF, owning 8.62% of shares outstanding (16.71M shares) as of its latest 13F filing.
What percentage of Jefferies Financial Group is owned by institutions?
Institutions own about 70.4% of JEF shares and 95.0% of the public float.
How much of Jefferies Financial Group do insiders own?
Insiders, such as officers and directors, own about 25.90% of JEF shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.