Who owns JEF
535 institutions reported holding JEF for 2026Q1, together 63% of the company, fewer than the 581 a quarter earlier.
535
Institutions reporting a position · as of 2026Q1 · down from 581 the quarter before
- Shares held by institutions
- 140.0M
Shares held by institutions · 63% of the company · long US equity positions only, as reported on Form 13F
- Reported value
- $5.85B
Reported value · at 2026-03-31 prices, not today's
- Top 5 holders
- 24%
Top 5 holders · of the whole company, between five filers
Details›
- Reporting quarter2026-03-31
- 2026Q1
- Quarters on record
- 32
- New positions
- 72
- Positions exited
- 124
- Added to
- 194
- Reduced
- 146
- Top 10 holdersof the company
- 32%
| Quarter | Filers | Shares | Reported value |
|---|---|---|---|
| 2026Q1 | 535 | 140.0M | $5.85B |
| 2025Q4 | 581 | 147.4M | $9.15B |
| 2025Q3 | 562 | 144.6M | $9.43B |
| 2025Q2 | 548 | 143.9M | $7.88B |
| 2025Q1 | 559 | 142.6M | $7.64B |
| 2024Q4 | 578 | 152.4M | $12.0B |
| 2024Q3 | 524 | 144.9M | $9.03B |
| 2024Q2 | 483 | 135.6M | $6.75B |
| 2024Q1 | 473 | 130.2M | $5.73B |
| 2023Q4 | 470 | 128.8M | $5.21B |
| 2023Q3 | 429 | 130.1M | $4.76B |
| 2023Q2 | 422 | 135.4M | $4.48B |
| 2023Q1 | 459 | 147.6M | $4.65B |
| 2022Q4 | 467 | 151.7M | $5.20B |
| 2022Q3 | 420 | 152.7M | $4.51B |
| 2022Q2 | 420 | 157.1M | $4.34B |
| Holder | Shares | % of company | Value |
|---|---|---|---|
| BlackRock Inc. | 17.6M | 7.9% | $725M |
| VANGUARD GROUP INC | 15.8M | 7.1% | $654M |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 9.2M | 4.1% | $382M |
| AQR CAPITAL MANAGEMENT LLC | 5.3M | 2.4% | $216M |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 5.0M | 2.2% | $204M |
| STATE STREET CORP | 4.9M | 2.2% | $202M |
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 4.7M | 2.1% | $192M |
| ALLIANCEBERNSTEIN L.P. | 3.8M | 1.7% | $156M |
| GEODE CAPITAL MANAGEMENT LLC | 3.0M | 1.4% | $126M |
| TWO SIGMA INVESTMENTS, LP | 2.8M | 1.3% | $117M |
SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.
reading the register…
Capital Markets
Ranks #29 of 40 by Smart Score