§ FINANCIAL SERVICES
USD · Financial ServicesJEF
JEFFERIES FINANCIAL GROUP IN
USDSector · Financial ServicesBeta · 1.53
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
293 increased/new, 203 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 11.6 | P/B | 1.11 |
| EPS (TTM) | 3.33 | Dividend | 4.02% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 17.6M | 0.0% | +7% |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 9.2M | 7.7% | ±0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7.8M | n/a | n/a |
| VANGUARD CAPITAL MANAGEMENT LLC | 6.7M | n/a | n/a |
| ALLIANCEBERNSTEIN L.P. | 3.8M | 0.1% | −32% |
| AQR Capital Management | 5.3M | 0.1% | +55% |
◇ AC INTELLIGENCE
Top institutional owners for JEF as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER25.3% · 0 holders
OTHER35.4% · 421 holders
PASSIVE / INDEX11.2% · 10 holders
DEALER / BANK9.6% · 46 holders
QUALITY / COMPOUNDER6.2% · 27 holders
INCOME / DEFENSIVE4.0% · 31 holders
DEEP VALUE2.5% · 3 holders
TACTICAL / MACRO2.4% · 5 holders
SYSTEMATIC / QUANT2.0% · 15 holders
ACTIVIST1.4% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for JEF in the last 180 days.