JEFFERIES FINL GROUP INC JEF
COM · Common Stock · CUSIP 47233W109 · ISIN US47233W1099
American financial services company
- SectorFinancials
- IndustrySecurity Brokers, Dealers & Flotation Companies
- HeadquartersNew York, NY
- Founded1979
- Websiteleucadia.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($19.9m this quarter). Holder counts are more reliable. Shares outstanding: 204.4m as of 2026-03-30, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $49.78. Options: 21 managers hold calls ($79.7m notional), 18 hold puts ($117.1m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 424 |
| Q4 2022 | 471 |
| Q1 2023 | 465 |
| Q2 2023 | 429 |
| Q3 2023 | 440 |
| Q4 2023 | 475 |
| Q1 2024 | 480 |
| Q2 2024 | 493 |
| Q3 2024 | 534 |
| Q4 2024 | 584 |
| Q1 2025 | 566 |
| Q2 2025 | 559 |
| Q3 2025 | 570 |
| Q4 2025 | 597 |
| Q1 2026 | 561 |
| Q2 2026 | 589 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 221 | 241 |
| Q4 2024 | 248 | 261 |
| Q1 2025 | 253 | 311 |
| Q2 2025 | 281 | 264 |
| Q3 2025 | 261 | 260 |
| Q4 2025 | 272 | 267 |
| Q1 2026 | 292 | 282 |
| Q2 2026 | 280 | 257 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $141.1m | $158.1m | 1.12 |
| Q4 2025 | $156.0m | $173.2m | 1.11 |
| Q1 2026 | $187.5m | $157.4m | 0.84 |
| Q2 2026 | $79.7m | $117.1m | 1.47 |
Biggest buyers
| AQR CAPITAL MANAGEMENT LLC | Added | +3.1m |
| CHECK CAPITAL MANAGEMENT INC/CA | Added | +1.4m |
| Assenagon Asset Management S.A. | Added | +961.4k |
| FIRST TRUST ADVISORS LP | Added | +751.3k |
| UBS Group AG | Added | +654.5k |
| BAMCO INC /NY/ | Added | +611.5k |
| Longaeva Partners L.P. | New | +519.7k |
| TWO SIGMA INVESTMENTS, LP | Added | +380.0k |
| Fideuram Asset Management (Ireland) dac | New | +377.6k |
| CIBC Bancorp USA Inc. | Added | +334.9k |
Biggest sellers
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | Reduced | -2.8m |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | Reduced | -2.4m |
| Qube Research & Technologies Ltd | Sold out | -1.0m |
| BlackRock, Inc. | Reduced | -850.1k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Reduced | -834.8k |
| FMR LLC | Reduced | -717.9k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Reduced | -715.4k |
| Perpetual Ltd | Reduced | -620.1k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -610.0k |
| MARSHALL WACE, LLP | Reduced | -545.5k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $15.9m318.7k shares |
| IMC-Chicago, LLC | Reduced | $9.3m186.8k shares |
| Point72 Asset Management, L.P. | Reduced | $8.5m169.5k shares |
| GROUP ONE TRADING LLC | Reduced | $7.6m152.6k shares |
| D. E. Shaw & Co., Inc. | Added | $7.3m145.3k shares |
| JANE STREET GROUP, LLC | Reduced | $6.3m126.9k shares |
| CITADEL ADVISORS LLC | Reduced | $4.1m81.7k shares |
| SIMPLEX TRADING, LLC | Added | $2.9m58.0k shares |
| Walleye Capital LLC | Reduced | $2.8m55.2k shares |
| Cander Asset Management LP | New | $2.4m49.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $35.1m701.9k shares |
| CITADEL ADVISORS LLC | Added | $17.7m354.5k shares |
| PEAK6 LLC | Added | $11.5m229.5k shares |
| BARCLAYS PLC | Reduced | $10.3m206.5k shares |
| D. E. Shaw & Co., Inc. | Reduced | $8.1m162.7k shares |
| IMC-Chicago, LLC | Reduced | $7.4m147.8k shares |
| JANE STREET GROUP, LLC | Reduced | $6.7m133.2k shares |
| GROUP ONE TRADING LLC | Reduced | $5.3m106.9k shares |
| Walleye Capital LLC | Reduced | $4.0m79.8k shares |
| Crawford Fund Management, LLC | Reduced | $2.0m41.0k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
No one currently above 5% in the filings since 19 Dec 2024.
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 1 | $7.5k | 3 | $89.0m | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 1 | $352.5m | 1 | $52 | — |
| Q3 2026 | 1 | $324.0m | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-07-15 | SUMITOMO MITSUI FINANCIAL GROUP, INC. Director · See footnotes | Bought | $324.0m5.9m shares |
| 2026-05-06 | FRIEDMAN BRIAN P President, director | Sold | $521 share |
| 2026-05-01 | SUMITOMO MITSUI FINANCIAL GROUP, INC. Director · See footnotes | Bought | $352.5m6.4m shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 16.7m $834.9m | Reduced -850.1k |
| AQR CAPITAL MANAGEMENT LLC 0.15% of their portfolio | 8.4m $421.2m | Added +3.1m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 7.1m $355.3m | Reduced -715.4k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 6.7m $334.5m | Reduced -22.0k |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. 6.13% of their portfolio | 6.4m $321.3m | Reduced -2.8m |
| STATE STREET CORP 0.01% of their portfolio | 5.0m $248.1m | Added +71.7k |
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO 9.78% of their portfolio | 4.7m $232.6m | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.05% of their portfolio | 3.3m $138.2m | Reduced -443.7k |
| TWO SIGMA INVESTMENTS, LP 0.12% of their portfolio | 3.2m $160.2m | Added +380.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 3.0m $148.8m | Reduced -69.7k |
| MORGAN STANLEY 0.01% of their portfolio | 2.9m $144.8m | Added +84.8k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 2.9m $143.3m | Added +200.4k |
| D. E. Shaw & Co., Inc. 0.09% of their portfolio | 2.8m $139.4m | Added +171.1k |
| First Pacific Advisors, LP 1.67% of their portfolio | 2.7m $135.2m | Added +117.8k |
| NORGES BANK 0.01% of their portfolio | 2.6m $132.3m | Not comparable |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC 0.39% of their portfolio | 2.5m $127.2m | Reduced -2.4m |
| BAMCO INC /NY/ 0.16% of their portfolio | 2.1m $107.0m | Added +611.5k |
| CHECK CAPITAL MANAGEMENT INC/CA 2.00% of their portfolio | 2.1m $102.8m | Added +1.4m |
| Assenagon Asset Management S.A. 0.07% of their portfolio | 2.1m $102.7m | Added +961.4k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 1.9m $92.2m | Reduced -23.2k |
| BARCLAYS PLC 0.03% of their portfolio | 1.6m $79.8m | Reduced -143.4k |
| Freestone Grove Partners LP 0.52% of their portfolio | 1.6m $79.5m | Added +281.4k |
| UBS Group AG 0.01% of their portfolio | 1.6m $78.1m | Added +654.5k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.5m $73.0m | Added +7.9k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.3m $67.0m | Reduced -64.3k |
| Nuveen, LLC 0.02% of their portfolio | 1.3m $64.9m | Added +279.4k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.3m $63.2m | Added +196.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.2m $61.6m | Added +2.0k |
| BECK MACK & OLIVER LLC 1.19% of their portfolio | 1.2m $61.1m | Reduced -935 |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 1.0m $50.8m | Added +1.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.0m $50.6m | Added +236.8k |
| NewEdge Wealth, LLC 0.50% of their portfolio | 998.4k $49.9m | Reduced -19.4k |
| Nykredit A/S 0.15% of their portfolio | 941.4k $47.1m | First filing |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 928.4k $46.4m | Added +751.3k |
| Moerus Capital Management LLC 20.28% of their portfolio | 910.4k $45.5m | Added +133.3k |
| Balyasny Asset Management L.P. 0.07% of their portfolio | 820.8k $41.0m | Added +292.2k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 779.9k $39.0m | Reduced -88.4k |
| PRIVATE MANAGEMENT GROUP INC 0.99% of their portfolio | 752.9k $37.6m | Reduced -3.1k |
| Squarepoint Ops LLC 0.07% of their portfolio | 751.3k $37.6m | Reduced -175.7k |
| CAPITAL FUND MANAGEMENT S.A. 0.25% of their portfolio | 688.6k $34.4m | Added +302.6k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 660.5k $33.0m | Added +15.9k |
| Man Group plc 0.06% of their portfolio | 654.3k $32.7m | Added +34.0k |
| Mraz, Amerine & Associates, Inc. 4.42% of their portfolio | 617.1k $30.8m | Added +2.8k |
| Longaeva Partners L.P. 0.75% of their portfolio | 519.7k $26.0m | New |
| Hosking Partners LLP 0.84% of their portfolio | 503.8k $25.2m | Reduced -11.8k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 491.1k $24.5m | Reduced -369.8k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 474.8k $23.7m | Reduced -216.0k |
| GoodHaven Capital Management, LLC 7.04% of their portfolio | 445.9k $22.3m | Added +1.1k |
| Retirement Systems of Alabama 0.07% of their portfolio | 441.2k $22.1m | Reduced -33.6k |
| HRT FINANCIAL LP 0.05% of their portfolio | 437.6k $21.9m | Reduced -87.2k |
| Berkshire Hathaway Inc 0.01% of their portfolio | 433.6k $21.7m | Unchanged |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 417.4k $20.9m | Reduced -13.7k |
| CIBC Bancorp USA Inc. 0.03% of their portfolio | 413.7k $20.7m | Added +334.9k |
| Cerity Partners LLC 0.03% of their portfolio | 413.3k $20.7m | Added +82.9k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 406.8k $20.3m | Reduced -610.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 399.3k $20.0m | Reduced -4.4k |
| Ensign Peak Advisors, Inc 0.03% of their portfolio | 395.8k $19.8m | Added +146.9k |
| Quantinno Capital Management LP 0.02% of their portfolio | 390.5k $19.5m | Added +132.1k |
| Fideuram Asset Management (Ireland) dac 0.35% of their portfolio | 377.6k $18.6m | New |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 371.2k $18.6m | Added +1.5k |
| VALUEWORKS LLC 3.85% of their portfolio | 369.1k $18.4m | Added +1.0k |
| Invesco Ltd. 0.00% of their portfolio | 365.8k $18.3m | Reduced -33.5k |
| Trexquant Investment LP 0.11% of their portfolio | 358.6k $17.9m | Added +296.0k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 354.0k $17.7m | Added +5.7k |
| Mariner, LLC 0.02% of their portfolio | 334.3k $16.7m | Added +133.0k |
| ROBOTTI ROBERT 2.65% of their portfolio | 328.3k $16.4m | Added +310 |
| TUDOR INVESTMENT CORP ET AL 0.06% of their portfolio | 312.3k $15.6m | Reduced -3.0k |
| Gradient Investments LLC 0.21% of their portfolio | 308.9k $15.4m | Added +7.5k |
| Swiss National Bank 0.01% of their portfolio | 307.7k $15.4m | Added +1.5k |
| IEQ CAPITAL, LLC 0.07% of their portfolio | 305.4k $15.3m | Added +94.9k |
| CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio | 302.2k $15.1m | Reduced -16.6k |
| ALGERT GLOBAL LLC 0.16% of their portfolio | 275.1k $13.7m | Added +24.4k |
| MERCER GLOBAL ADVISORS INC /ADV 0.02% of their portfolio | 271.6k $13.6m | Added +51.3k |
| LOOMIS SAYLES & CO L P 0.01% of their portfolio | 238.7k $11.9m | Reduced -102.3k |
| Legal & General Group Plc 0.00% of their portfolio | 236.9k $11.8m | Added +3.2k |
| Amundi 0.00% of their portfolio | 228.2k $11.4m | Added +180.6k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 225.1k $11.3m | Added +5.4k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 225.1k $11.2m | Reduced -257.2k |
| Focus Partners Wealth 0.01% of their portfolio | 218.3k $10.9m | Added +24.2k |
| Azora Capital LP 0.45% of their portfolio | 211.8k $10.6m | New |
| FIRST MANHATTAN CO. LLC. 0.03% of their portfolio | 197.2k $9.9m | Added +7.3k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.18% of their portfolio | 196.6k $9.8m | Added +108.5k |
| Rock Point Advisors, LLC 2.37% of their portfolio | 194.3k $9.7m | Reduced -40.9k |
| California Public Employees Retirement System 0.01% of their portfolio | 191.8k $9.6m | Reduced -74.5k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.03% of their portfolio | 189.9k $9.5m | Reduced -834.8k |
| Creative Planning 0.01% of their portfolio | 189.3k $9.5m | Added +45.7k |
| Sequoia Financial Advisors, LLC 0.05% of their portfolio | 182.9k $9.1m | Added +10.3k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 181.6k $9.1m | Reduced -575 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 177.8k $8.9m | Reduced -1.6k |
| ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio | 169.4k $8.5m | Reduced -66.9k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio | 168.7k $7.3m | Added +53.1k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 166.6k $6.9m | Added +234 |
| OPPENHEIMER & CO INC 0.09% of their portfolio | 164.3k $8.2m | Added +2.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 160.7k $8.0m | Added +11.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 158.8k $7.9m | Reduced -180.4k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 152.2k $7.6m | Reduced -3.0k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.01% of their portfolio | 150.5k $7.5m | Added +30.2k |
| Chou Associates Management Inc. 3.44% of their portfolio | 149.2k $7.5m | Unchanged |
| Merrion Investment Management Co, LLC 3.50% of their portfolio | 147.9k $7.4m | Reduced -50.8k |
| ExodusPoint Capital Management, LP 0.07% of their portfolio | 146.7k $7.3m | Added +60.3k |