JEF
Common Stock

Jefferies Financial Group

As of Jun 30, 2026 CUSIP 47233W109
Institutional Holders
588
Total Held Value
$6.73B
Total Exact Shares
135.41M
Largest Holder
BlackRock
16.71M shares • $834.9M
Reported Holders588
Filings dated Jun 30, 2026 unless marked
# Trend (4Q)
1 BlackRock $834.9M <0.1% -4.8% 16.71M Jun 30, 2026
2 AQR Capital Management $421.2M 0.1% +59.5% 8.43M Jun 30, 2026
3 Vanguard Portfolio Management $355.3M <0.1% -9.1% 7.11M Jun 30, 2026
4 Vanguard Capital Management $334.5M <0.1% -0.3% 6.69M Jun 30, 2026
5 Sumitomo Mitsui Financial Group $321.3M 6.1% -30.5% 6.43M Jun 30, 2026
6 State Street $248.1M <0.1% +1.5% 4.96M Jun 30, 2026
7 Massachusetts Mutual Life Insurance $232.6M 9.8% — 4.65M Jun 30, 2026
8 Two Sigma Investments $160.2M 0.1% +13.5% 3.21M Jun 30, 2026
9 Geode Capital Management $148.8M <0.1% -2.3% 2.98M Jun 30, 2026
10 Morgan Stanley $144.8M <0.1% +3.0% 2.90M Jun 30, 2026
11 Dimensional Fund Advisors $143.3M <0.1% +7.5% 2.87M Jun 30, 2026
12 D. E. Shaw & Co. $139.4M 0.1% +6.5% 2.79M Jun 30, 2026
13 AllianceBernstein $138.2M <0.1% -11.7% 3.35M Jun 30, 2026
14 First Pacific Advisors $135.2M 1.7% +4.6% 2.70M Jun 30, 2026
15 Norges Bank $132.3M <0.1% — 2.65M — Jun 30, 2026
16 Barrow Hanley Mewhinney & Strauss $127.2M 0.4% -48.6% 2.55M Jun 30, 2026
17 Bamco $107.0M 0.2% +40.0% 2.14M Jun 30, 2026
18 JPMorgan Chase $92.2M <0.1% -1.2% 1.88M Jun 30, 2026
19 Barclays $79.8M <0.1% -8.2% 1.60M Jun 30, 2026
20 Freestone Grove Partners $79.5M 0.5% +21.5% 1.59M Jun 30, 2026
Exited in Latest Filing62
# Fund Prior Value Prior % of Fund Change Prior Shares Trend (4Q) Exit Report
Each exit is an immediately prior-filing position absent from that manager's latest published filing. Prior values are shown for context and are not included in current totals.