Jefferies Financial Group Inc
Ownership
Ownership Structure
Who owns Jefferies Financial Group Inc (JEF)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 72.1% of the shares are freely tradable; institutional investors hold 67.5%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 7.61 | 17,555,715 | +7.4 | 03/31/2026 |
| Vanguard Portfolio Management, LLC | 3.39 | 7,824,536 | +0.0 | 03/31/2026 |
| Vanguard Capital Management, LLC | 2.91 | 6,714,897 | +0.0 | 03/31/2026 |
| Sumitomo Mitsui Financial Group Inc | 2.79 | 6,429,337 | -30.5 | 06/30/2026 |
| AQR Capital Management LLC | 2.29 | 5,282,691 | +54.8 | 03/31/2026 |
| State Street Corp | 2.12 | 4,892,744 | +2.8 | 03/31/2026 |
| Massachusetts Mutual Life Insurance Co | 2.02 | 4,654,362 | +0.0 | 06/30/2026 |
| AllianceBernstein L.P. | 1.64 | 3,791,527 | -32.0 | 03/31/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 2.48 | 5,727,945 | +0.0 | 08/31/2026 |
| Vanguard MStar Total Stk Mkt Idx Invest | 1.98 | 4,559,065 | +0.3 | 07/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Sumitomo Mitsui Financial Group, Inc. | Director | 49,145,460 | 2,354,067,534 $ | Jul 10, 2026 | indirect |
| Handler Richard B | CEO | 12,625,397 | 604,756,516 $ | Aug 28, 2026 | direct |
| Friedman Brian P | President | 2,037,263 | 97,584,898 $ | Aug 28, 2026 | direct |
| Sharp Michael J. | EVP and General Counsel | 168,409 | 8,066,791 $ | Aug 28, 2026 | direct |
| O Kane Michael T | Director | 133,030 | 6,372,137 $ | Aug 28, 2026 | direct |
| Beyer Robert D | Director | 113,257 | 5,425,010 $ | Aug 28, 2026 | direct |
| Larson Matthew Scott | EVP, CFO | 99,756 | 4,778,312 $ | Aug 28, 2026 | direct |
| Weiler Melissa | Director | 40,147 | 1,923,041 $ | Aug 28, 2026 | direct |
| Ellis-Kirk Matrice | Director | 32,147 | 1,539,841 $ | Aug 28, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 28, 2026 | Handler Richard B | CEO | Other | 75,531 | 53.09 | 4,009,941 |
| Aug 28, 2026 | Friedman Brian P | President | Other | 29,016 | 53.09 | 1,540,459 |
| Aug 28, 2026 | Larson Matthew Scott | EVP, CFO | Other | 746 | 53.09 | 39,605 |
| Aug 28, 2026 | Sharp Michael J. | EVP and General Counsel | Other | 746 | 53.09 | 39,605 |
| Aug 28, 2026 | Weiler Melissa | Director | Other | 165 | 53.09 | 8,760 |
| Aug 28, 2026 | Ellis-Kirk Matrice | Director | Other | 165 | 53.09 | 8,760 |
| Aug 28, 2026 | O Kane Michael T | Director | Other | 538 | 53.09 | 28,562 |
| Aug 28, 2026 | Beyer Robert D | Director | Other | 501 | 53.09 | 26,598 |
| Aug 7, 2026 | Friedman Brian P | President | Other | 81,734 | 0.00 | – |
| Jul 15, 2026 | Sumitomo Mitsui Financial Group, Inc. | Director | Buy | 5,906,542 | 53.96 | 318,717,006 |
| Jul 10, 2026 | Sumitomo Mitsui Financial Group, Inc. | Director | Other | 3,769,500 | – | – |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: September 17, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.