Jefferies Financial Group Inc. (JEF) Shareholders & Insider Trades
Jefferies Financial shareholders at a glance
The largest holder of Jefferies Financial stock is Joseph Steinberg10.73 %, with 20.8 million shares (10.73% of the company), worth about $1.09 billion as of September 25, 2026. The 10 largest holders together own 51.1%.
In Q2 2026, 631 institutional holdings reports listed 149.0 million shares worth $7.13 billion, up 5.7% in shares from Q1 2026.
Insiders reported 87 transactions in the last two years: 5 sales worth $76.38 million and 1 purchase. The newest one on file is from May 6, 2026 (Friedman Brian P, President).
Major holders as of September 25, 2026; quarterly totals from institutional holdings reports (latest Q2 2026); insider transactions on file through May 6, 2026.
Jefferies Financial Group Inc.
Shareholders Summary
2026Q2
Ownership by Type
Geographic Distribution
Largest Jefferies Financial shareholders
| Holder | Shares | % of company | Value |
|---|---|---|---|
| Joseph Steinberg10.73 % | 20.8 million | 10.73% | $1.1B |
| BlackRock Advisors LLC | 15.8 million | 8.16% | $832.0M |
| Rich Handler7.991 % | 15.5 million | 7.99% | $815.0M |
| Sumitomo Mitsui Banking Corp. (Investment Management) | 8.6 million | 4.42% | $451.0M |
| AQR Capital Management LLC | 8.4 million | 4.35% | $444.0M |
| Vanguard Portfolio Management LLC | 7.1 million | 3.67% | $374.0M |
| Vanguard Capital Management LLC | 6.7 million | 3.46% | $352.0M |
| Sumitomo Mitsui Financial Group, Inc. | 6.4 million | 3.32% | $338.0M |
| State Street Corporation | 5.0 million | 2.56% | $261.0M |
| Massachusetts Mutual Life Insurance Co. | 4.7 million | 2.40% | $245.0M |
As of September 25, 2026.
Jefferies Financial institutional holdings by quarter
| Quarter | Reports | Shares | Value |
|---|---|---|---|
| Q2 2026 | 631 | 149.0 million | $7.1B |
| Q1 2026 | 600 | 141.0 million | $5.9B |
| Q4 2025 | 648 | 148.0 million | $9.2B |
| Q3 2025 | 618 | 150.0 million | $9.8B |
| Q2 2025 | 601 | 146.0 million | $8.0B |
| Q1 2025 | 605 | 143.0 million | $7.7B |
| Q4 2024 | 626 | 153.0 million | $12.0B |
| Q3 2024 | 569 | 149.0 million | $9.3B |
Shares and value held by institutions that file quarterly holdings reports (options not included).
Jefferies Financial insider trades
| Insider | Date | Title | Transaction | Value |
|---|---|---|---|---|
| Friedman Brian P | May 6, 2026 | President | Sale at price 51.88 - 51.91 per share. | $52 |
| Beyer Robert D | Mar 26, 2026 | Director | Stock Award(Grant) at price 40.28 per share. | $219,969 |
| Jones Thomas W | Mar 26, 2026 | Director | Stock Award(Grant) at price 40.28 per share. | $219,969 |
| O Kane Michael T | Mar 26, 2026 | Director | Stock Award(Grant) at price 40.28 per share. | $219,969 |
| Adamany Linda | Mar 26, 2026 | Director | Stock Award(Grant) at price 40.28 per share. | $219,969 |
| Katz Jacob M. | Mar 26, 2026 | Director | Stock Award(Grant) at price 40.28 per share. | $219,969 |
| Gilmartin Maryanne | Mar 26, 2026 | Director | Stock Award(Grant) at price 40.28 per share. | $219,969 |
| Weiler Melissa | Mar 26, 2026 | Director | Stock Award(Grant) at price 40.28 per share. | $219,969 |
| Ellis-Kirk Matrice | Mar 26, 2026 | Director | Stock Award(Grant) at price 40.28 per share. | $219,969 |
| Handler Richard B | Mar 2, 2026 | Chief Executive Officer | Stock Gift at price 0.00 per share. | – |
| Larson Matthew Scott | Feb 27, 2026 | Chief Financial Officer | Stock Award(Grant) at price 44.40 per share. | $38,939 |
| Beyer Robert D | Feb 27, 2026 | Director | Stock Award(Grant) at price 44.40 per share. | $23,976 |
Newest 12 of 87 insider transactions in the last two years.
Questions and answers
Who owns the most Jefferies Financial stock?
Joseph Steinberg10.73 %, with 10.73% of the company (as of September 25, 2026). Next: BlackRock Advisors LLC (8.16%) and Rich Handler7.991 % (7.99%).
How many institutions own Jefferies Financial stock?
631 institutional holdings reports listed Jefferies Financial shares in Q2 2026, 149.0 million shares in all worth $7.13 billion.
Are Jefferies Financial insiders buying or selling the stock?
In the last two years insiders reported 5 sales and 1 purchase (87 transactions in all); the newest on file is from May 6, 2026.
