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Jefferies Financial Group Inc.

JEF Financials
$61.66 +$2 (3.35%)
Market Cap: $12.61 B
Gurus Holding
11
Popularity Rank
#389
% of Shares Held
4.69%
Net Activity (Q1 2026)
+$13.35 M

Guru Ownership Trend

Guru Analysis for Jefferies Financial Group Inc. (JEF)

Jefferies Financial Group Inc. (JEF), a key player in the Financials sector, continues to attract institutional attention.

As of Q1 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $590.56 M.

Top institutional holders include Cliff Asness and First Pacific Advisors.

Institutional sentiment is currently Bullish. This is evidenced by a $13.35 M net inflow during the quarter.

Recent activity highlights Francis Chou who dramatically increased their stake. Conversely, Ken Fisher reduced exposure by 99.3%.

Key Holders

Top 5 by Value

$215.75 M
$21.23 M
$17.89 M
$13.01 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$100.05 M
Total Buy Value
New Buys 1
Additions 6
-$86.7 M
Total Sell Value
Reductions 2
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
2
Net Buyers
7

FAQs for Jefferies Financial Group Inc. (JEF)

Major holders include Cliff Asness ($215.75 M), First Pacific Advisors ($106.74 M), Private Capital ($21.23 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 9.58 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $13.35 M, with 7 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited JEF. The total reported sell value was $86.7 M.

Yes, 1 managers opened new positions in JEF, and 6 increased their existing holdings. The total reported buy value was $100.05 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.10% Add 54.8% 5,282,691 $215.75 M Q1 2026
1.50% Add 0.2% 2,586,501 $106.74 M Q1 2026
2.11% Add 22.7% 514,469 $21.23 M Q1 2026
0.01% 433,558 $17.89 M Q1 2026
0.02% Add 56.1% 315,297 $13.01 M Q1 2026
0.01% New Buy 208,501 $8.6 M Q1 2026
2.93% Add 1258.3% 149,237 $6.16 M Q1 2026
0.01% Add 50.3% 35,848 $1.48 M Q1 2026
0.00% Reduce -0.5% 21,381 $882,394 Q1 2026
0.00% 15,333 $632,793 Q1 2026
0.00% Reduce -99.3% 14,807 $611,121 Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form