Jefferies Financial
JEF
44.14
-0.82
-1.82%
Jefferies Financial
US · JEF
#1424 by market cap
Listed 1970
44.14
-0.82
-1.82%
Live - 5344 symbols - heartbeat 418s ago
· 2026-10-08 07:18
Pre-market
43.30
-1.90%
After-hours
44.29
+0.34%
Overnight
43.84
-0.68%
- Market cap
- 10.14B
- P/E (TTM)i
- 12.13
- P/Bi
- 0.96
- EPSi
- 2.83
- Div yieldi
- 3.62%
- 52W posi
- 30%
Reader sentiment
Are you bullish or bearish on JEF?
Anonymous reader poll. Unscientific, not investment advice.
✦ Quant Ownership Signal how this is computed
Distributing
- The number of reporting institutions decreased by 2 in the most recent period (2026/Q3).
- Total institutional ownership fell 13.1 percentage points.
Institutional ownership
- Held by institutions
- 79.14% -13.09pp
- Institutions
- 670 -2
- As of
- 2026/Q3 vs. prior period
Ownership vs. money flow
AlignedInstitutions trimmed shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two line up.
Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.
Holder types
Mutual Fund38.89%
Public Company24.55%
Individual/Insider17.79%
Hedge Fund9.74%
Private Company3.30%
Sovereign Wealth Fund1.15%
Government Pension Fund0.89%
Insurance Company0.34%
Family Office/Trust0.21%
Other3.14%
Top holders as of 2026-07-15
Sumitomo Mitsui Financial Group, Inc.
21.40% · 49.15M sh
Joseph Steinberg
9.05% · 20.78M sh
BlackRock
7.28% · 16.71M sh
Richard Handler
6.74% · 15.48M sh
AQR Capital Management
3.65% · 8.37M sh
Vanguard Capital Management, LLC
3.36% · 7.71M sh
Vanguard Portfolio Management, LLC
3.10% · 7.11M sh
State Street Global Advisors
2.16% · 4.96M sh
Massachusetts Mutual Life Insurance Company
2.03% · 4.65M sh
Brian Friedman
1.65% · 3.80M sh
Bar length is relative to the largest holder shown here, not to 100% of the company.
Insiders
50 filings tracked · 39 buys · 11 sells
| Name | Role | Stake |
|---|---|---|
| Sumitomo Mitsui Financial Group, Inc. | -- | 21.40% |
| Joseph Steinberg | Chairperson | 9.05% |
| Richard Handler | Chief Executive Officer | 6.74% |
| Brian Friedman | President | 1.65% |
| Michael Sharp | Executive Vice President | 0.07% |
| Robert Beyer | Independent Director | 0.05% |
| Matthew Larson | Executive VP, CFO & Principal Financial Officer | 0.04% |
| Linda Adamany | Lead Independent Director | 0.04% |
| Thomas Jones | Independent Director | 0.03% |
| Michael O’Kane | Independent Director | 0.03% |
Insider transactions most recent Form 4 filings
| Date | Name | Role | Type | Shares | Price |
|---|---|---|---|---|---|
| 2026-09-30 | Richard Handler | Chief Executive Officer | Other Disposition | -842 | -- |
| 2026-08-27 | Robert Beyer | Independent Director | Other Acquisition | +501 | $53.09 |
| 2026-08-27 | Richard Handler | Chief Executive Officer | Other Acquisition | +75,531 | $53.09 |
| 2026-08-27 | Brian Friedman | President | Other Acquisition | +29,016 | $53.09 |
| 2026-08-27 | Matrice Ellis-Kirk | Independent Director | Other Acquisition | +165 | $53.09 |
| 2026-08-27 | Michael Sharp | Executive Vice President | Other Acquisition | +746 | $53.09 |
| 2026-08-27 | Michael O’Kane | Independent Director | Other Acquisition | +538 | $53.09 |
| 2026-08-27 | Melissa Weiler | Independent Director | Other Acquisition | +165 | $53.09 |
| 2026-08-27 | Matthew Larson | Executive VP, CFO & Principal Financial Officer | Other Acquisition | +746 | $53.09 |
| 2026-08-06 | Brian Friedman | President | Other Disposition | -81,734 | -- |
| 2026-07-14 | Sumitomo Mitsui Financial Group, Inc. | -- | Open Market Acquisition | +5,906,542 | $54.86 |
| 2026-07-09 | Sumitomo Mitsui Financial Group, Inc. | -- | Other Disposition | -3,769,500 | -- |
| 2026-07-09 | Sumitomo Mitsui Financial Group, Inc. | -- | Derivative Exercise and Retained | +3,769,500 | -- |
| 2026-06-29 | Sumitomo Mitsui Financial Group, Inc. | -- | Derivative Exercise and Retained | +27,562,500 | -- |
| 2026-05-28 | Robert Beyer | Independent Director | Other Acquisition | +501 | $52.72 |
| 2026-05-28 | Richard Handler | Chief Executive Officer | Sale to Issuer | -11,032 | $52.94 |
| 2026-05-28 | Richard Handler | Chief Executive Officer | Other Acquisition | +97,136 | $52.72 |
| 2026-05-28 | Brian Friedman | President | Other Acquisition | +29,003 | $52.72 |
| 2026-05-28 | Matrice Ellis-Kirk | Independent Director | Other Acquisition | +165 | $52.72 |
| 2026-05-28 | Michael Sharp | Executive Vice President | Other Acquisition | +746 | $52.72 |
Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.
Quote time 2026-10-08 07:18:34 · For reference only, not investment advice and not tailored to your situation.