Save your place

Sign in to WhoBought

Please try again later.

Jefferies Financial Group Inc. (JEF) institutional ownership

Market cap$11.5B SectorFinancial Services
Funds holding · Q1 2026
568
reported JEF position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
294 buyers · 274 sellers

Jefferies Financial Group Inc. (JEF) price and institutional activity

Dates

Q1 2026

$0 bought by 294 investors
Barrow Hanley Mewhinney & Strauss LLCTwo Sigma Investments, LP +292 more
$0 sold by 274 investors
Allspring Global Investments Holdings, LLCAlyeska Investment Group, L.P. +272 more
Sign in to see who bought
Bought Sold Totals per quarter; hover a bar for the names.

Jefferies Financial Group Inc. (JEF) institutional activity · 294

Investor Type Est. change Change Δ Own Date
Barrow Hanley Mewhinney & Strauss LLC · Added
Change +3.2M Date Q1 2026
Barrow Hanley Mewhinney & Strauss LLC Added· Q1 2026 +3.2M Q1 2026
Two Sigma Investments, LP · Added
Change +2.6M Δ Own +1120.1% Date Q1 2026
Two Sigma Investments, LP Added· Q1 2026 +2.6M +1120.1% Q1 2026
AQR Capital Management LLC · Added
Change +1.9M Date Q1 2026
AQR Capital Management LLC Added· Q1 2026 +1.9M Q1 2026
D. E. Shaw & Co., Inc. · Added
Change +1.5M Δ Own +136.4% Date Q1 2026
D. E. Shaw & Co., Inc. Added· Q1 2026 +1.5M +136.4% Q1 2026
BlackRock · Added
Change +1.2M Date Q1 2026
BlackRock Added· Q1 2026 +1.2M Q1 2026
Vanguard · Added
Change +1.1M Date Q1 2026
Vanguard Added· Q1 2026 +1.1M Q1 2026
Assenagon Asset Management S.A. · Added
Change +964K Date Q1 2026
Assenagon Asset Management S.A. Added· Q1 2026 +964K Q1 2026
Bamco Inc · Added
Change +934K Date Q1 2026
Bamco Inc Added· Q1 2026 +934K Q1 2026
Qube Research & Technologies Ltd · Added
Change +898K Date Q1 2026
Qube Research & Technologies Ltd Added· Q1 2026 +898K Q1 2026
Millennium Management LLC · Added
Change +829K Date Q1 2026
Millennium Management LLC Added· Q1 2026 +829K Q1 2026
Jane Street Group, LLC · Added
Change +818K Date Q1 2026
Jane Street Group, LLC Added· Q1 2026 +818K Q1 2026
Squarepoint Ops LLC · Added
Change +655K Date Q1 2026
Squarepoint Ops LLC Added· Q1 2026 +655K Q1 2026
Perpetual Ltd · New
Change +627K Date Q1 2026
Perpetual Ltd New· Q1 2026 +627K Q1 2026
Man Group PLC · Added
Change +454K Date Q1 2026
Man Group PLC Added· Q1 2026 +454K Q1 2026
Hrt Financial LP · Added
Change +396K Date Q1 2026
Hrt Financial LP Added· Q1 2026 +396K Q1 2026
Data through Q1 2026 · filed Jun 3, 2026
15 of 294

Famous investor activity in Jefferies Financial Group Inc. (JEF)

Jefferies Financial Group Inc. (JEF) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Sumitomo Mitsui Financial Group, Inc. · Director Buy +$319M
Price $53.96 Qty +5.9M Owned 8.6M ΔOwn +222.1% Trade date Jul 15, 2026 Filed date Jul 17, 2026
Sumitomo Mitsui Financial Group, Inc. Director Buy $53.96 +5.9M +$319M 8.6M +222.1% Jul 15, 2026 Jul 17, 2026
Sumitomo Mitsui Financial Group, Inc. · Director 2 operations 0
Owned 40.6M Trade date Jul 10, 2026 Filed date Jul 13, 2026
Sumitomo Mitsui Financial Group, Inc. Director 2 operations 0 40.6M Jul 10, 2026 Jul 13, 2026
Sumitomo Mitsui Financial Group, Inc. · Director 2 operations 27.5M
Owned 0 Trade date Jun 30, 2026 Filed date Jul 2, 2026
Sumitomo Mitsui Financial Group, Inc. Director 2 operations 27.5M 0 Jun 30, 2026 Jul 2, 2026
Handler Richard B. · Director Tax withholding or exercise payment (F) -$558K
Price $52.94 Qty -11K Owned 12.5M Trade date May 29, 2026 Filed date May 29, 2026
Handler Richard B. Director Tax withholding or exercise payment (F) $52.94 -11K -$558K 12.5M May 29, 2026 May 29, 2026
Handler Richard B. · Director Grant (A) $5.1M
Price $52.72 Qty 97K Owned 12.5M Trade date May 29, 2026 Filed date May 29, 2026
Handler Richard B. Director Grant (A) $52.72 97K $5.1M 12.5M May 29, 2026 May 29, 2026
Friedman Brian P. · Director Grant (A) $1.5M
Price $52.72 Qty 29K Owned 2.1M Trade date May 29, 2026 Filed date May 29, 2026
Friedman Brian P. Director Grant (A) $52.72 29K $1.5M 2.1M May 29, 2026 May 29, 2026
Sharp Michael J. · Officer Grant (A) $39K
Price $52.72 Qty 746 Owned 168K Trade date May 29, 2026 Filed date May 29, 2026
Sharp Michael J. Officer Grant (A) $52.72 746 $39K 168K May 29, 2026 May 29, 2026
Larson Matthew Scott · Officer Grant (A) $39K
Price $52.72 Qty 746 Owned 99K Trade date May 29, 2026 Filed date May 29, 2026
Larson Matthew Scott Officer Grant (A) $52.72 746 $39K 99K May 29, 2026 May 29, 2026
Weiler Melissa · Director Grant (A) $9K
Price $52.72 Qty 165 Owned 40K Trade date May 29, 2026 Filed date May 29, 2026
Weiler Melissa Director Grant (A) $52.72 165 $9K 40K May 29, 2026 May 29, 2026
Ellis-Kirk Matrice · Director Grant (A) $9K
Price $52.72 Qty 165 Owned 32K Trade date May 29, 2026 Filed date May 29, 2026
Ellis-Kirk Matrice Director Grant (A) $52.72 165 $9K 32K May 29, 2026 May 29, 2026
O. Kane Michael T. · Director Grant (A) $28K
Price $52.72 Qty 538 Owned 132K Trade date May 29, 2026 Filed date May 29, 2026
O. Kane Michael T. Director Grant (A) $52.72 538 $28K 132K May 29, 2026 May 29, 2026
Beyer Robert D. · Director Grant (A) $26K
Price $52.72 Qty 501 Owned 113K Trade date May 29, 2026 Filed date May 29, 2026
Beyer Robert D. Director Grant (A) $52.72 501 $26K 113K May 29, 2026 May 29, 2026
Handler Richard B. · Director Shares transferred outside the market (D), often for tax or as a gift, not a market sale -487
Owned 12.5M Trade date May 28, 2026 Filed date May 29, 2026
Handler Richard B. Director Shares transferred outside the market (D), often for tax or as a gift, not a market sale -487 12.5M May 28, 2026 May 29, 2026
Friedman Brian P. · Director Shares transferred outside the market (D), often for tax or as a gift, not a market sale -464
Owned 2.1M Trade date May 28, 2026 Filed date May 29, 2026
Friedman Brian P. Director Shares transferred outside the market (D), often for tax or as a gift, not a market sale -464 2.1M May 28, 2026 May 29, 2026
Handler Richard B. · Director Tax withholding or exercise payment (F) -$76M
Price $52.43 Qty -1.4M Owned 12.5M Trade date May 23, 2026 Filed date May 26, 2026
Handler Richard B. Director Tax withholding or exercise payment (F) $52.43 -1.4M -$76M 12.5M May 23, 2026 May 26, 2026
15 of 68
15 of 68 Sign in to continue to older insider transactions.

Jefferies Financial Group Inc. (JEF) activist and large shareholders

What are Schedules 13D and 13G?

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Steinberg Joseph S 22.0M
% of shares outstanding 10.0% Filing date Jul 5, 2023
Steinberg Joseph S 22.0M 10.0% Jul 5, 2023
Vanguard Group Inc 17.5M
% of shares outstanding 7.6% Filing date Feb 13, 2024
Vanguard Group Inc 17.5M 7.6% Feb 13, 2024
BlackRock Inc. 15.8M
% of shares outstanding 7.5% Filing date Jan 26, 2024
BlackRock Inc. 15.8M 7.5% Jan 26, 2024
3 of 3

Jefferies Financial Group Inc. (JEF) ownership FAQ

Who owns JEF?

568 reporting institutions disclosed JEF position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.