DaveManuel.com · Institutional Ownership · Who Owns It
JEFFERIES FINANCIAL GROUP IN (JEF)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
598
Reporting holders
$7.2B
Reported value
1.1%
Calls
1.6%
Puts
+30
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $834.9M | 16,705,627 | 0.01% | 8q | -4.8%-$42.5M |
| AQR CAPITAL MANAGEMENT LLC | $421.2M | 8,426,996 | 0.15% | 25q | +59.5%+$157.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $355.3M | 7,109,182 | 0.02% | 2q | -9.1%-$35.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | $334.5M | 6,692,873 | 0.01% | 2q | HELD |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | $321.3M | 6,429,337 | 6.10% | 8q | -30.5%-$140.8M |
| STATE STREET CORP | $248.1M | 4,964,406 | 0.01% | 31q | +1.5%+$3.6M |
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO | $232.6M | 4,654,362 | 9.78% | 8q | HELD |
| TWO SIGMA INVESTMENTS, LP | $160.2M | 3,205,077 | 0.12% | 12q | +13.5%+$19.0M |
| D. E. Shaw & Co., Inc. | $154.8M incl. $15.4M options CALL+PUT | 2,788,432 | 0.07% | 16q | +6.5%+$9.5M |
| GEODE CAPITAL MANAGEMENT, LLC | $148.8M | 2,977,314 | 0.01% | 31q | -2.3%-$3.5M |
| MORGAN STANLEY | $144.8M | 2,898,045 | 0.01% | 33q | +3.0%+$4.2M |
| DIMENSIONAL FUND ADVISORS LP | $143.3M | 2,866,541 | 0.03% | 31q | +7.5%+$10.0M |
| ALLIANCEBERNSTEIN L.P. | $138.2M | 3,347,848 | 0.05% | 31q | -11.7%-$18.3M |
| First Pacific Advisors, LP | $135.2M | 2,704,265 | 1.67% | 31q | +4.6%+$5.9M |
| NORGES BANK | $132.3M | 2,646,300 | 0.01% | 31q | +12.6%+$14.8M |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $127.2M | 2,545,859 | 0.39% | 31q | -48.6%-$120.2M |
| BAMCO INC /NY/ | $107.0M | 2,141,744 | 0.16% | 19q | +40.0%+$30.6M |
| CHECK CAPITAL MANAGEMENT INC/CA | $102.8M | 2,057,730 | 0.92% | 3q | +202.5%+$68.9M |
| Assenagon Asset Management S.A. | $102.7M | 2,055,542 | 0.06% | 9q | +87.9%+$48.0M |
| JPMORGAN CHASE & CO | $92.2M | 1,882,582 | 0.01% | 31q | -1.2%-$1.1M |
| BARCLAYS PLC | $90.1M incl. $10.3M options PUT | 1,596,595 | 0.02% | 31q | -8.2%-$8.1M |
| Freestone Grove Partners LP | $79.5M | 1,591,384 | 0.51% | 6q | +21.5%+$14.1M |
| UBS Group AG | $79.1M incl. $999.6K options CALL | 1,562,599 | 0.01% | 31q | +72.1%+$33.1M |
| NORTHERN TRUST CORP | $73.0M | 1,459,968 | 0.01% | 31q | +0.5%+$394.3K |
| Bank of New York Mellon Corp | $67.0M | 1,339,953 | 0.01% | 31q | -4.6%-$3.2M |
| Nuveen, LLC | $64.9M | 1,298,376 | 0.02% | 6q | +27.4%+$14.0M |
| GOLDMAN SACHS GROUP INC | $63.2M | 1,265,262 | 0.01% | 31q | +18.3%+$9.8M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $61.6M | 1,232,031 | 0.01% | 31q | HELD |
| BECK MACK & OLIVER LLC | $61.1M | 1,222,167 | 1.19% | 31q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $58.9M incl. $51.0M options CALL+PUT | 158,791 | 0.00% | 31q | -53.2%-$67.0M |
| JANE STREET GROUP, LLC | $52.0M incl. $13.0M options CALL+PUT | 779,872 | 0.00% | 25q | -10.2%-$5.9M |
| VANGUARD FIDUCIARY TRUST CO | $50.8M | 1,017,239 | 0.01% | 2q | HELD |
| BANK OF AMERICA CORP /DE/ | $50.6M | 1,012,791 | 0.00% | 31q | +30.5%+$11.8M |
| NewEdge Wealth, LLC | $49.9M | 998,413 | 0.50% | 22q | -1.9%-$970.5K |
| FIRST TRUST ADVISORS LP | $46.4M | 928,364 | 0.03% | 31q | +424.4%+$37.6M |
| CITADEL ADVISORS LLC | $45.5M incl. $21.8M options CALL+PUT | 474,843 | 0.01% | 27q | -31.3%-$20.7M |
| Moerus Capital Management LLC | $45.5M | 910,370 | 20.28% | 31q | +17.2%+$6.7M |
| Balyasny Asset Management L.P. | $42.4M incl. $1.4M options CALL | 820,771 | 0.05% | 13q | +55.3%+$15.1M |
| Squarepoint Ops LLC | $38.1M incl. $569.8K options CALL | 751,324 | 0.04% | 20q | -19.0%-$8.9M |
| PRIVATE MANAGEMENT GROUP INC | $37.6M | 752,918 | 0.99% | 31q | HELD |
| CAPITAL FUND MANAGEMENT S.A. | $35.6M incl. $1.2M options CALL+PUT | 688,560 | 0.16% | 12q | +78.4%+$15.7M |
| DEUTSCHE BANK AG\ | $33.0M | 660,454 | 0.01% | 33q | +2.5%+$792.7K |
| Man Group plc | $32.7M | 654,306 | 0.05% | 24q | +5.5%+$1.7M |
| Nykredit A/S | $31.5M | 629,669 | 0.12% | new | FIRST |
| Mraz, Amerine & Associates, Inc. | $30.8M | 617,122 | 4.42% | 31q | HELD |
| Longaeva Partners L.P. | $26.0M | 519,676 | 0.57% | new | NEW |
| Hosking Partners LLP | $25.2M | 503,811 | 0.84% | 31q | -2.3%-$591.9K |
| SEI INVESTMENTS CO | $24.5M | 491,082 | 0.02% | 21q | -43.0%-$18.5M |
| GoodHaven Capital Management, LLC | $22.3M | 445,942 | 7.02% | 31q | HELD |
| Retirement Systems of Alabama | $22.1M | 441,226 | 0.07% | 31q | -7.1%-$1.7M |
| HRT FINANCIAL LP | $21.9M | 437,568 | 0.04% | 5q | -16.6%-$4.4M |
| Berkshire Hathaway Inc | $21.7M | 433,558 | 0.01% | 16q | HELD |
| RHUMBLINE ADVISERS | $20.9M | 417,423 | 0.02% | 31q | -3.2%-$684.9K |
| CIBC Bancorp USA Inc. | $20.7M | 413,702 | 0.03% | 2q | +425.1%+$16.7M |
| Cerity Partners LLC | $20.7M | 413,335 | 0.02% | 14q | +25.1%+$4.1M |
| MILLENNIUM MANAGEMENT LLC | $20.3M | 406,773 | 0.01% | 25q | -60.0%-$30.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $20.0M | 399,309 | 0.00% | 31q | -1.1%-$221.5K |
| Ensign Peak Advisors, Inc | $19.8M | 395,780 | 0.03% | 27q | +59.0%+$7.3M |
| Quantinno Capital Management LP | $19.5M | 390,494 | 0.02% | 17q | +51.1%+$6.6M |
| Fideuram Asset Management (Ireland) dac | $18.6M | 377,574 | 0.35% | new | NEW |
| PRINCIPAL FINANCIAL GROUP INC | $18.6M | 371,204 | 0.01% | 31q | HELD |
| VALUEWORKS LLC | $18.4M | 369,053 | 3.85% | 3q | HELD |
| Invesco Ltd. | $18.3M | 365,769 | 0.00% | 31q | -8.4%-$1.7M |
| Trexquant Investment LP | $17.9M | 358,645 | 0.11% | 5q | +472.5%+$14.8M |
| TUDOR INVESTMENT CORP ET AL | $17.9M incl. $2.3M options CALL+PUT | 312,268 | 0.02% | 8q | -1.0%-$173.5K |
| AMERIPRISE FINANCIAL INC | $17.7M | 354,024 | 0.00% | 31q | +1.7%+$287.2K |
| Point72 Asset Management, L.P. | $16.9M incl. $10.0M options CALL+PUT | 138,528 | 0.02% | 5q | -33.6%-$8.5M |
| IMC-Chicago, LLC | $16.7M CALL+PUT | options only | 0.00% | 9q | OPTIONS |
| Mariner, LLC | $16.7M | 334,270 | 0.02% | 22q | +66.1%+$6.6M |
| ROBOTTI ROBERT | $16.4M | 328,279 | 2.65% | 31q | HELD |
| Gradient Investments LLC | $15.4M | 308,894 | 0.21% | 5q | +2.5%+$372.5K |
| Swiss National Bank | $15.4M | 307,700 | 0.01% | 25q | HELD |
| IEQ CAPITAL, LLC | $15.3M | 305,363 | 0.07% | 7q | +45.1%+$4.7M |
| PEAK6 LLC | $15.1M incl. $12.5M options CALL+PUT | 53,141 | 0.03% | 7q | +25.1%+$3.0M |
| CAPTRUST FINANCIAL ADVISORS | $15.1M | 302,201 | 0.02% | 30q | -5.2%-$831.7K |
| ALGERT GLOBAL LLC | $13.7M | 275,086 | 0.16% | 5q | +9.7%+$1.2M |
| MERCER GLOBAL ADVISORS INC /ADV | $13.6M | 271,560 | 0.02% | 21q | +23.3%+$2.6M |
| GROUP ONE TRADING LLC | $13.0M CALL+PUT | options only | 0.02% | 31q | OPTIONS |
| LOOMIS SAYLES & CO L P | $11.9M | 238,730 | 0.01% | 11q | -30.0%-$5.1M |
| Legal & General Group Plc | $11.8M | 236,891 | 0.00% | 31q | +1.4%+$161.9K |
| Amundi | $11.4M | 228,236 | 0.00% | 9q | +378.7%+$9.0M |
| STATE OF WISCONSIN INVESTMENT BOARD | $11.3M | 225,094 | 0.02% | 27q | +2.5%+$269.8K |
| Russell Investments Group, Ltd. | $11.2M | 225,085 | 0.01% | 31q | -53.3%-$12.9M |
| Focus Partners Wealth | $10.9M | 218,333 | 0.01% | 11q | +12.5%+$1.2M |
| Azora Capital LP | $10.6M | 211,758 | 0.45% | new | NEW |
| FIRST MANHATTAN CO. LLC. | $9.9M | 197,183 | 0.03% | 31q | +3.8%+$364.2K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $9.8M | 196,580 | 0.18% | 3q | +123.2%+$5.4M |
| Rock Point Advisors, LLC | $9.7M | 194,267 | 2.37% | 31q | -17.4%-$2.0M |
| California Public Employees Retirement System | $9.6M | 191,830 | 0.01% | 31q | -28.0%-$3.7M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $9.5M | 189,944 | 0.03% | 4q | -81.5%-$41.7M |
| Creative Planning | $9.5M | 189,341 | 0.01% | 22q | +31.8%+$2.3M |
| Sequoia Financial Advisors, LLC | $9.1M | 182,934 | 0.05% | 11q | +5.9%+$513.0K |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $9.1M | 181,565 | 0.02% | 31q | HELD |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $8.9M | 177,805 | 0.01% | 31q | -0.9%-$80.8K |
| ACADIAN ASSET MANAGEMENT LLC | $8.5M | 169,353 | 0.01% | 13q | -28.3%-$3.3M |
| OPPENHEIMER & CO INC | $8.2M | 164,331 | 0.09% | 31q | +1.7%+$139.4K |
| VESTOR CAPITAL, LLC | $8.1M | 58,669 | 0.51% | 23q | +1162.8%+$7.4M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $8.0M | 160,650 | 0.00% | 31q | +7.5%+$563.4K |
| BNP PARIBAS FINANCIAL MARKETS | $7.7M incl. $499.8K options PUT | 144,851 | 0.00% | 31q | +61.6%+$2.9M |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $7.6M | 152,197 | 0.01% | 31q | -1.9%-$147.9K |
Showing the largest 100 of 598 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Ten percent owners and entities
Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-15 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | Director | Bought | 5,906,542 | $324.0M |
| 2026-07-15 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | Director | Bought | 5,906,542 | $318.7M |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 151 | $158.2M | 3,493,003 | 18 | 29 | 51 | 0.0% |
| Q2 2026 | 598 | $7.2B | 139,688,944 | 84 | 176 | 188 | 2.8% |
| Q1 2026 | 568 | $6.2B | 141,401,856 | 77 | 198 | 160 | 5.5% |
| Q4 2025 | 613 | $9.5B | 148,024,022 | 86 | 180 | 194 | 3.5% |
| Q3 2025 | 580 | $10.1B | 149,936,285 | 85 | 169 | 184 | 3.0% |
| Q2 2025 | 562 | $8.2B | 145,435,983 | 76 | 192 | 175 | 2.5% |
| Q1 2025 | 570 | $7.8B | 142,747,676 | 78 | 158 | 204 | 1.9% |
| Q4 2024 | 595 | $12.1B | 152,856,035 | 82 | 147 | 198 | 1.3% |
| Q3 2024 | 540 | $9.4B | 147,910,799 | 84 | 128 | 193 | 2.0% |
| Q2 2024 | 494 | $6.9B | 138,259,217 | 69 | 136 | 145 | 0.6% |
| Q1 2024 | 482 | $6.0B | 136,238,744 | 56 | 134 | 156 | 0.7% |
| Q4 2023 | 475 | $5.4B | 132,455,882 | 58 | 112 | 174 | 0.9% |
| Q3 2023 | 438 | $4.8B | 131,222,344 | 48 | 114 | 153 | 0.7% |
| Q2 2023 | 428 | $4.5B | 135,778,340 | 36 | 123 | 148 | 0.4% |
| Q1 2023 | 461 | $4.7B | 149,553,818 | 55 | 134 | 163 | 0.6% |
| Q4 2022 | 470 | $5.2B | 151,808,880 | 74 | 118 | 163 | 0.7% |
| Q3 2022 | 410 | $9.1B | 306,575,323 | 44 | 101 | 158 | 0.3% |
| Q2 2022 | 413 | $8.8B | 314,562,297 | 25 | 133 | 155 | 0.5% |
| Q1 2022 | 464 | $9.7B | 292,053,305 | 60 | 144 | 160 | 0.6% |
| Q4 2021 | 495 | $9.5B | 242,750,205 | 62 | 136 | 152 | 0.4% |
| Q3 2021 | 469 | $9.1B | 241,927,934 | 71 | 109 | 177 | 0.8% |
| Q2 2021 | 430 | $8.4B | 242,327,108 | 50 | 117 | 157 | 0.8% |
| Q1 2021 | 440 | $7.2B | 230,732,292 | 89 | 123 | 147 | 3.2% |
| Q4 2020 | 394 | $5.6B | 224,764,818 | 58 | 94 | 143 | 0.3% |
| Q3 2020 | 356 | $10.9B | 603,298,256 | 43 | 70 | 153 | 0.0% |
| Q2 2020 | 360 | $13.5B | 870,166,480 | 52 | 93 | 145 | 0.1% |
| Q1 2020 | 388 | $14.3B | 1,042,158,177 | 39 | 92 | 173 | 0.1% |
| Q4 2019 | 405 | $17.4B | 814,149,684 | 42 | 110 | 136 | 0.1% |
| Q3 2019 | 398 | $11.4B | 622,042,951 | 37 | 137 | 141 | 0.0% |
| Q2 2019 | 418 | $15.1B | 787,506,923 | 37 | 109 | 158 | 0.1% |
| Q1 2019 | 441 | $17.0B | 902,981,720 | 39 | 124 | 169 | 0.1% |
| Q4 2018 | 446 | $16.0B | 922,054,874 | 10 | 3 | 6 | 0.1% |