JEFFERIES FINANCIAL GROUP IN

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JEF·47233W109·US·Common Stock·Financial Services - Capital Markets-13D/G

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JEF institutional ownership changes in Q2 2026: 95 institutions opened or added positions, 116 trimmed or exited. JEF (JEFFERIES FINANCIAL GROUP IN) is held by 211 institutional investors as of Q2 2026. Top institutional shareholders: BlackRock, Inc. ($834.9M), AQR CAPITAL MANAGEMENT LLC ($421.2M), VANGUARD PORTFOLIO MANAGEMENT LLC ($355.3M). Net institutional sentiment: Mixed.

211

Holders

(20 Elite)

$5.4B

Total Value

45% (211)

Consensus

95 buying - 116 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)37

Insider (Form 4)81

Activist (13D/13G)31

Congressional (STOCK Act)66

Holder Quality

30

★★★★★

Elite

64

★★★★

Strong

38

★★★

Solid

76

★★

Below

81

★

Weak

Held by 211 funds

20 elite

Who's Trading

Source dates: Price Oct 26, 2026 · Insiders Oct 9, 2026 · Activists Mar 27, 2026 · Congress none

InsiderFPFRIEDMAN BRIAN PGift 100 shOct 7, 2026

InsiderHBHANDLER RICHARD BGift 842 shOct 1, 2026

InsiderLSLarson Matthew ScottVest 746 shAug 28, 2026

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Top Holders

Top Holders (211)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Decreased	16.7M(-4.8%)	$834.9M	0.0%	-22.28%	0
AQR CAPITAL MANAGEMENT LLC	Increased	8.4M(+59.5%)	$421.2M	0.1%	-12.89%	54
VPVANGUARD PORTFOLIO MANAGEMENT LLC	Decreased	7.1M(-9.1%)	$355.3M	0.0%	+10.20%	0
VAVANGUARD CAPITAL MANAGEMENT LLC	Decreased	6.7M(-0.3%)	$334.5M	0.0%	+10.20%	0
STATE STREET CORP	Increased	5M(+1.5%)	$248.1M	0.0%	+133.46%	31
TWO SIGMA INVESTMENTS, LP	Increased	3.2M(+13.4%)	$160.2M	0.1%	+5.76%	41
GEODE CAPITAL MANAGEMENT, LLC	Decreased	3M(-2.3%)	$148.8M	0.0%	+92.60%	0
MORGAN STANLEY	Increased	2.9M(+3.0%)	$144.8M	0.0%	-16.94%	31
DIMENSIONAL FUND ADVISORS LP	Increased	2.9M(+7.5%)	$143.3M	0.0%	+87.40%	33
DED. E. Shaw & Co., Inc.	Increased	2.8M(+6.5%)	$139.4M	0.1%	-8.36%	32
ALLIANCEBERNSTEIN L.P.	Decreased	3.3M(-11.7%)	$138.2M	0.0%	-20.65%	0
BARROW HANLEY MEWHINNEY & STRAUSS LLC	Decreased	2.5M(-48.6%)	$127.2M	0.4%	+34.83%	0
BAMCO INC /NY/	Increased	2.1M(+40.0%)	$107M	0.2%	+2.59%	48
JPMORGAN CHASE & CO	Decreased	1.9M(-1.2%)	$92.2M	0.0%	-27.11%	0
BARCLAYS PLC	Decreased	1.6M(-8.2%)	$79.8M	0.0%	-0.15%	0
Freestone Grove Partners LP	Increased	1.6M(+21.5%)	$79.5M	0.5%	-14.49%	50
UBS Group AG	Increased	1.6M(+72.1%)	$78.1M	0.0%	-18.68%	44
NORTHERN TRUST CORP	Increased	1.5M(+0.5%)	$73M	0.0%	+64.16%	30
Bank of New York Mellon Corp	Decreased	1.3M(-4.6%)	$67M	0.0%	+192.23%	0
Nuveen, LLC	Increased	1.3M(+27.4%)	$64.9M	0.0%	-10.76%	37

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer