Jefferies Financial Group Inc.: which funds bought and sold

Institutions that bought and sold Jefferies Financial Group shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 274 institutions that filed 13F reports for both quarters added to or opened positions in Jefferies Financial Group, and 256 cut or closed them. Together they sold a net 5.8M shares, −4.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 3.1M shares (−7.9%); index fund managers were net sellers of 1.6M shares (−3.6%). 81 opened a new position and 58 sold out entirely.

Bought, Q2 2026 274 institutions, 81 of them new holders Sold, Q2 2026 256 institutions, 58 of them sold out

Net change, all compared −5.8M shares (−4.1%)

Net change, active managers −3.1M shares (−7.9%), 27 bought, 43 sold

Buyers versus sellers

institutions compared, 629

274 bought 99 256 sold

Active managers and hedge funds 27 bought · 43 sold · −3.1M

Index fund managers 5 bought · 6 sold · −1.6M

Other institutions 242 bought · 207 sold · −1.1M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
AQR Capital Management LLC Hedge fund	+3.1M +59.5%	8.4M	$421M
Assenagon Asset Management S.A.	+961K +87.9%	2.1M	$103M
First Trust Advisors LP	+751K +424.4%	928K	$46.4M
UBS Group AG	+655K +72.1%	1.6M	$78.1M
BAMCO Inc Active manager	+612K +40.0%	2.1M	$107M
Longaeva Partners L.P.	+520K New position	520K	$26M
Two Sigma Investments, LP Hedge fund	+380K +13.5%	3.2M	$160M
Fideuram Asset Management (Ireland) Dac	+378K New position	378K	$18.6M
CIBC Bancorp Usa Inc.	+335K +425.1%	414K	$20.7M
Capital Fund Management S.A. Hedge fund	+303K +78.4%	689K	$34.4M
Trexquant Investment LP Hedge fund	+296K +472.5%	359K	$17.9M
Balyasny Asset Management L.P. Hedge fund	+292K +55.3%	821K	$41M
Freestone Grove Partners LP Hedge fund	+281K +21.5%	1.6M	$79.5M
Nuveen, LLC	+279K +27.4%	1.3M	$64.9M
Bank Of America Corp	+237K +30.5%	1.0M	$50.6M
Azora Capital LP Hedge fund	+212K New position	212K	$10.6M
Dimensional Fund Advisors LP	+200K +7.5%	2.9M	$143M
Goldman Sachs Group Inc	+196K +18.3%	1.3M	$63.2M
Amundi	+181K +378.7%	228K	$11.4M
D. E. Shaw & Co., Inc. Hedge fund	+171K +6.5%	2.8M	$139M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
AQR Capital Management LLC Hedge fund	+3.1M +59.5%	8.4M	$421M
BAMCO Inc Active manager	+612K +40.0%	2.1M	$107M
Two Sigma Investments, LP Hedge fund	+380K +13.5%	3.2M	$160M
Capital Fund Management S.A. Hedge fund	+303K +78.4%	689K	$34.4M
Trexquant Investment LP Hedge fund	+296K +472.5%	359K	$17.9M
Balyasny Asset Management L.P. Hedge fund	+292K +55.3%	821K	$41M
Freestone Grove Partners LP Hedge fund	+281K +21.5%	1.6M	$79.5M
Azora Capital LP Hedge fund	+212K New position	212K	$10.6M
D. E. Shaw & Co., Inc. Hedge fund	+171K +6.5%	2.8M	$139M
First Pacific Advisors, LP Active manager	+118K +4.6%	2.7M	$135M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Sumitomo Mitsui Financial Group, Inc.	−2.8M −30.5%	6.4M	$321M
Barrow Hanley Mewhinney & Strauss LLC Active manager	−2.4M −48.6%	2.5M	$127M
Qube Research & Technologies Ltd Hedge fund	−1.0M Sold out	0	—
Blackrock, Inc. Index funds	−850K −4.8%	16.7M	$835M
Jacobs Levy Equity Management, Inc Active manager	−835K −81.5%	190K	$9.5M
FMR LLC Active manager	−718K −83.5%	142K	$7.1M
Vanguard Portfolio Management LLC Index funds	−715K −9.1%	7.1M	$355M
Perpetual Ltd	−620K −98.9%	7,049	$352,309
Millennium Management LLC Hedge fund	−610K −60.0%	407K	$20.3M
Marshall Wace, LLP Hedge fund	−545K −96.6%	19K	$959,417
Private Capital Management, LLC	−514K Sold out	0	—
Alliancebernstein L.P. Active manager	−444K −11.7%	3.3M	$138M
Migdal Insurance & Financial Holdings Ltd.	−398K Sold out	0	—
Federated Hermes, Inc. Active manager	−374K −96.7%	13K	$631,547
Sei Investments Co	−370K −43.0%	491K	$24.5M
Jump Financial, LLC	−315K −77.7%	90K	$4.5M
Voloridge Investment Management, LLC Hedge fund	−270K −74.2%	94K	$4.7M
Russell Investments Group, Ltd.	−257K −53.3%	225K	$11.2M
Prana Capital Management, LP Hedge fund	−223K −86.2%	36K	$1.8M
Citadel Advisors LLC Hedge fund	−216K −31.3%	475K	$23.7M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Barrow Hanley Mewhinney & Strauss LLC Active manager	−2.4M −48.6%	2.5M	$127M
Qube Research & Technologies Ltd Hedge fund	−1.0M Sold out	0	—
Jacobs Levy Equity Management, Inc Active manager	−835K −81.5%	190K	$9.5M
FMR LLC Active manager	−718K −83.5%	142K	$7.1M
Millennium Management LLC Hedge fund	−610K −60.0%	407K	$20.3M
Marshall Wace, LLP Hedge fund	−545K −96.6%	19K	$959,417
Alliancebernstein L.P. Active manager	−444K −11.7%	3.3M	$138M
Federated Hermes, Inc. Active manager	−374K −96.7%	13K	$631,547
Voloridge Investment Management, LLC Hedge fund	−270K −74.2%	94K	$4.7M
Prana Capital Management, LP Hedge fund	−223K −86.2%	36K	$1.8M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Longaeva Partners L.P.	520K	$26M
Fideuram Asset Management (Ireland) Dac	378K	$18.6M
Azora Capital LPHedge fund	212K	$10.6M
Mufg Securities Emea PLC	126K	$6.3M
Inspire Advisors, LLC	60K	$3M
Edgestream Partners, L.P.Hedge fund	48K	$2.4M
Polar Asset Management Partners Inc.	43K	$2.1M
Fox Run Management, L.L.C.	37K	$1.9M
Vest Financial, LLC	36K	$1.8M
New Age Alpha Advisors, LLC	34K	$1.7M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Qube Research & Technologies LtdHedge fund	1.0M	$41.5M
Private Capital Management, LLC	514K	$21.2M
Migdal Insurance & Financial Holdings Ltd.	398K	$16.4M
Entropy Technologies, LP	125K	$5.1M
Imc-Chicago, LLC	107K	$4.4M
Boston PartnersActive manager	103K	$4.2M
Aquatic Capital Management LLC	100K	$4.1M
Oak Thistle LLC	96K	$4M
Arrowstreet Capital, Limited PartnershipHedge fund	72K	$3M
Fideuram - Intesa Sanpaolo Private Banking S.P.A.	71K	$2.9M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 582
Ten largest holders: 46.9%
Index fund managers: 31.0%
Active managers and hedge funds: 25.8%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	27	43	5	10	−3.1M	−7.9%
Index fund managers	5	6	0	0	−1.6M	−3.6%
Other institutions	242	207	76	48	−1.1M	−1.9%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Jefferies Financial Group.

Only managers that filed a holdings report for both quarters are compared (629 here). 18 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

← Back to Jefferies Financial Group Inc. · Insiders · Politicians