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Jefferies Financial Group Inc.

JEF Financials
$51.96 $-1.97 (-3.65%)
Market Cap: $11.98 B
Gurus Holding
9
Popularity Rank
#618
% of Shares Held
5.30%
Net Activity (Q2 2026)
+$136.5 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 Q2 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $634.58 M.

Top institutional holders include Cliff Asness and First Pacific Advisors.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $136.5 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 59.5%. Conversely, Steven Cohen reduced exposure by 33.6%.

Key Holders

Top 5 by Value

$421.18 M
$21.67 M
$15.61 M
$7.46 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$163.04 M
Total Buy Value
New Buys 0
Additions 2
-$26.54 M
Total Sell Value
Reductions 4
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
6
Net Buyers
2

FAQs for Jefferies Financial Group Inc. (JEF)

Major holders include Cliff Asness ($421.18 M), First Pacific Advisors ($135.16 M), Warren Buffett ($21.67 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 12.21 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $136.5 M, with 2 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 2 fully exited JEF. The total reported sell value was $26.54 M.

Yes, 0 managers opened new positions in JEF, and 2 increased their existing holdings. The total reported buy value was $163.04 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.15% Add 59.5% 8,426,996 $421.18 M Q2 2026
1.67% Add 4.6% 2,704,265 $135.16 M Q2 2026
0.01% 433,558 $21.67 M Q2 2026
0.02% Reduce -1.0% 312,268 $15.61 M Q2 2026
3.44% 149,237 $7.46 M Q2 2026
0.01% Reduce -33.6% 138,528 $6.92 M Q2 2026
0.00% Reduce -2.3% 20,891 $1.04 M Q2 2026
0.01% 15,333 $766,343 Q2 2026
0.00% Reduce -20.4% 11,793 $589,458 Q2 2026
Date
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Transaction
Value
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Position / Chg
SEC Form