Jefferies Financial Group Inc.· JEF

🇺🇸 US · MidSP400NYSE

Financial Services Financial - Capital Markets Website

Price: $47.85
Day: -0.10%
Mkt Cap: $9.73B
52W Range: $35.53 – $71.04
Volume: 2.30M
Beta: 1.49

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.3 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 622 institutions hold; 287 added, 205 reduced
Insiders Q3 2026: 2 purchases ($642.7M), no sales

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Jefferies Financial Group Inc.

JEF|Financial Services|Financial - Capital Markets

Current price: $48

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

—

buy-only quarter

Seller breadth · Q3 2026

0 sellers

vs 1.0 avg per quarter

Institutional net breadth · Q2 2026

+107

378 adding vs 271 reducing

Institutional ownership · Q2 2026

64.3%

622 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

16.7M

-4.8%

AQR CAPITAL MANAGEMENT LLC

8.4M

+59.5%

VANGUARD PORTFOLIO MANAGEMENT LLC

7.1M

-9.1%

VANGUARD CAPITAL MANAGEMENT LLC

6.7M

-0.3%

SUMITOMO MITSUI FINANCIAL GROUP, INC.

6.4M

-30.5%

STATE STREET CORP

5.0M

+1.5%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

188

62 buying188 unchanged68 selling

318 funds held JEF in Q2 2026, holding 60.9M shares between them, up 3.5% on the quarter.

Largest fund holders

VANGUARD INDEX FUNDS11.8M sh

iSHARES TRUST8.4M sh

ALLSPRING FUNDS TRUST5.7M sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Purchase · May 1

SUMITOMO MITSUI FINANCIAL GROUP, INC.

$352.5M

Purchase · Jul 15

SUMITOMO MITSUI FINANCIAL GROUP, INC.

$324.0M

Purchase · Jul 15

SUMITOMO MITSUI FINANCIAL GROUP, INC.

$318.7M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated September 22, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

JEF Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.3/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

+16

Institutional Flow

50% weight

+14

Fund Flow

10% weight

Overall Smart Money sentiment of 3.3/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 21, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for JEF

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Light insider buying in Q3 2026

Major: 2 purchases totaling $642.7M (11.8M shares)

Limited history to compare against

Net insider flow has deteriorated over recent quarters

—

Selling pace

buy-only quarter

0.00%

Stake sold

of active insiders' holdings

0 sellers

Seller breadth

in Q3 2026

$642.7M

Insider buying

1 buyer in Q3 2026

Notable Recent Transactions, JEF

Top 8 highest-value insider trades from the last 8 quarters

SUMITOMO MITSUI FINANCIAL GROUP, INC.

Director

Buy

6,429,337 shares at $54.83

≈100.0% of their stake after buying

May 1, 2026$352.52M

SUMITOMO MITSUI FINANCIAL GROUP, INC.

Director

Buy

5,906,542 shares at $54.86

≈69.0% of their stake after buying

Jul 15, 2026$324.03M

SUMITOMO MITSUI FINANCIAL GROUP, INC.

Director

Buy

5,906,542 shares at $53.96

≈69.0% of their stake after buying

Jul 15, 2026$318.72M

SUMITOMO MITSUI FINANCIAL GROUP, INC.

Director

Buy

6,429,337 shares at $48.22

≈100.0% of their stake after buying

May 1, 2026$310.02M

HANDLER RICHARD B

CEO

Sell

400,000 shares at $72.26

≈2.6% of their stake at the time

Nov 6, 2024$28.90M

FRIEDMAN BRIAN P

President

Sell

349,298 shares at $72.15

≈21.4% of their stake at the time

Nov 6, 2024$25.20M

FRIEDMAN BRIAN P

President

Sell

247,326 shares at $65.20

≈13.2% of their stake at the time

Oct 30, 2024$16.13M

FRIEDMAN BRIAN P

President

Sell

200,000 shares at $63.09

≈24.9% of their stake at the time

Oct 10, 2024$12.62M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for JEF

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Neutral

Mixed institutional activity in Q2 2026

64.3% institutional ownership

Slight accumulation: 378 adding vs 271 reducing

13F shares decreased by 1.7%, a modest change

+107

Net breadth

378 adding vs 271 reducing

Accumulating

1.39

Add / reduce ratio

in Q2 2026

+25

New − closed

91 initiated, 66 exited

3 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+378 growing-271 shrinkingNet: +107

287

205

New (91)

Increased (287)

Reduced (205)

Closed (66)

Top Institutional Holders, JEF

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

16.7M

$834.9M

Ownership

7.76%

-4.8%

AQR CAPITAL MANAGEMENT LLC

8.4M

$421.2M

Ownership

3.91%

+59.5%

VANGUARD PORTFOLIO MANAGEMENT LLC

7.1M

$355.3M

Ownership

3.30%

-9.1%

VANGUARD CAPITAL MANAGEMENT LLC

6.7M

$334.5M

Ownership

3.11%

-0.3%

SUMITOMO MITSUI FINANCIAL GROUP, INC.

6.4M

$321.3M

Ownership

2.99%

-30.5%

STATE STREET CORP

5.0M

$248.1M

Ownership

2.31%

+1.5%

MASSACHUSETTS MUTUAL LIFE INSURANCE CO

4.7M

$232.6M

Ownership

2.16%

No change

ALLIANCEBERNSTEIN L.P.

3.3M

$138.2M

Ownership

1.55%

-11.7%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 318 ETFs and mutual funds reporting

62 buying68 sellingNet: -6

188

Buying (62)

Unchanged (188)

Selling (68)

In total, funds bought 3.3M shares and sold 1.2M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Neutral

Mixed fund activity in Q2 2026

318 ETFs and mutual funds reporting

62 buying vs 68 selling (balanced)

Top Fund Holders, JEF

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

VANGUARD INDEX FUNDS

11.8M

Weight

2.26%

Jun 30, 2026Decreased

iSHARES TRUST

8.4M

Weight

0.02%

Jun 30, 2026Decreased

ALLSPRING FUNDS TRUST

5.7M

Weight

0.17%

Apr 30, 2026No change

Bridge Builder Trust

2.6M

Weight

0.03%

Jun 30, 2026Increased

FPA FUNDS TRUST

2.3M

Weight

—

Jul 31, 2026No change

BARON SELECT FUNDS

1.9M

Weight

28.46%

Jun 30, 2026Increased

JPMORGAN TRUST II

1.8M

Weight

0.08%

May 31, 2026No change

FIDELITY CONCORD STREET TRUST

1.4M

Weight

0.53%

May 31, 2026Decreased

Jefferies Financial Group Inc.· JEF

Holdings Analysis

Insider Trading Activity

1.3Transaction History41Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings142Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details355Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History41Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings142Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details355Most recent ETF and mutual fund holdings with share counts and weights