
Jefferies Financial Group Inc.
Jefferies Financial Group Inc. (JEF) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · JEF · as of Sep 30, 2025
Ownership Breakdown
610
Institutional Holders
▲ 23 vs Q2
$9.45B
Total Inst. Value
▲ $1.54B vs Q2
204.43M
Shares Outstanding
freeFloat 83.76%
144.87M
13F Shares Held
▲ 358,290 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
JEF largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
BLACKROCK, INC. security brokers, dealers & flotation companies | 15.55M | 7.22% | 7.22% | $1.02T | Nov 12, 2025 | ▲ 149.7K |
VANGUARD GROUP INC security brokers, dealers & flotation companies | 14.88M | 6.91% | 6.91% | $973.15B | Nov 7, 2025 | ▼ 77.4K |
SUMITOMO MITSUI FINANCIAL GROUP, INC. security brokers, dealers & flotation companies | 9.25M | 4.30% | 4.30% | $604.94B | Nov 12, 2025 | — held |
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC security brokers, dealers & flotation companies | 7.35M | 3.42% | 3.42% | $466.87B | Oct 20, 2025 | ▲ 363.2K |
ALLIANCEBERNSTEIN L.P. security brokers, dealers & flotation companies | 5.78M | 2.68% | 2.68% | $377.83B | Nov 14, 2025 | ▼ 919.4K |
JPMORGAN CHASE & CO security brokers, dealers & flotation companies | 4.99M | 2.32% | 2.32% | $326.18B | Nov 26, 2025 | ▲ 487.9K |
STATE STREET CORP security brokers, dealers & flotation companies | 4.83M | 2.24% | 2.24% | $315.80B | Nov 14, 2025 | ▼ 9.9K |
MASSACHUSETTS MUTUAL LIFE INSURANCE CO security brokers, dealers & flotation companies | 4.66M | 2.16% | 2.16% | $304.55B | Nov 4, 2025 | — held |
EMINENCE CAPITAL, LP security brokers, dealers & flotation companies | 3.36M | 1.56% | 1.56% | $219.72B | Nov 14, 2025 | ▲ 1.90M |
GEODE CAPITAL MANAGEMENT, LLC security brokers, dealers & flotation companies | 2.92M | 1.36% | 1.36% | $190.96B | Nov 12, 2025 | ▲ 52.6K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
25
Increased
+9.46M shares0
New Positions
first time holders19
Decreased
−3.63M shares0
Sold Out
fully exitedNet shares change (top 50)
+5.83M
+9.46M / −3.63M
Net new holders
+6
0 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
JEF insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
10
Buy transactions
7
Sell transactions
1.43
Buy/Sell ratio
$11M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
HANDLER RICHARD B CEO | May 29, 2026 | Award | 97,136 | $52.72 | $5.12M | 12.55M | Form 4 ↗ |
HANDLER RICHARD B CEO | May 28, 2026 | D-Return | 487 | — | — | 12.46M | Form 4 ↗ |
HANDLER RICHARD B CEO | May 29, 2026 | Tax Withhold | 10,545 | $52.94 | $558.3K | 12.45M | Form 4 ↗ |
FRIEDMAN BRIAN P President | May 29, 2026 | Award | 29,003 | $52.72 | $1.53M | 2.09M | Form 4 ↗ |
FRIEDMAN BRIAN P President | May 28, 2026 | D-Return | 464 | — | — | 2.06M | Form 4 ↗ |
Sharp Michael J. EVP and General Counsel | May 29, 2026 | Award | 746 | $52.72 | $39.3K | 167.7K | Form 4 ↗ |
Larson Matthew Scott EVP, CFO | May 29, 2026 | Award | 746 | $52.72 | $39.3K | 99.0K | Form 4 ↗ |
Weiler Melissa director | May 29, 2026 | Award | 165 | $52.72 | $8.7K | 40.0K | Form 4 ↗ |
Ellis-Kirk Matrice director | May 29, 2026 | Award | 165 | $52.72 | $8.7K | 32.0K | Form 4 ↗ |
O Kane Michael T director | May 29, 2026 | Award | 538 | $52.72 | $28.4K | 132.5K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Jefferies Financial Group Inc. (JEF) is primarily owned by institutional investors, who hold approximately 70.9% of total shares outstanding. Company insiders own approximately 16.24%, while retail and public investors account for the remaining 12.89%.
The largest institutional shareholder of Jefferies Financial Group Inc. is BLACKROCK, INC., holding approximately 15.55 million shares — equal to 7.22% of outstanding shares — as of September 30, 2025.
A total of 610 institutional investors currently hold JEF stock, with a combined institutional value of approximately $9.45 billion as of the most recent 13F filing period.
Frequently asked questions
JEF ownershipJefferies Financial Group Inc. (JEF) is primarily owned by institutional investors, who hold approximately 70.9% of shares. The largest shareholder is BLACKROCK, INC. with a 7.22% stake. Company insiders hold 16.24%. Data sourced from SEC Form 13F as of September 30, 2025.