Jefferies Financial Group Inc. (JEF) — Institutional Holders, Q2 2026 (page 3)
591 institutional investment managers reported a JEF position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $6.8B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
JEF 13F holders ranked 201–300 of 591
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | US BANCORP \DE\#201 · 33,756 sh | 33,756 | $1.7M | <0.01% | +31.5% |
| 202 | NEW MEXICO EDUCATIONAL RETIREMENT BOARD#202 · 33,119 sh | 33,119 | $1.7M | 0.04% | 0.0% |
| 203 | OSAIC#203 · 32,988 sh | 32,988 | $1.6M | <0.01% | +21.0% |
| 204 | ROTHSCHILD INVESTMENT#204 · 32,666 sh | 32,666 | $1.6M | 0.06% | +184.0% |
| 205 | Chicago Partners Investment Group#205 · 29,275 sh | 29,275 | $1.6M | — | +117.6% |
| 206 | Verition Fund Management#206 · 31,914 sh | 31,914 | $1.6M | <0.01% | +417.1% |
| 207 | Alessandra Capital Management#207 · 31,815 sh | 31,815 | $1.6M | 1.13% | -16.5% |
| 208 | Intrinsic Value Partners#208 · 31,781 sh | 31,781 | $1.6M | 1.09% | 0.0% |
| 209 | Havemeyer Place#209 · 31,190 sh | 31,190 | $1.6M | 0.15% | -27.9% |
| 210 | STIFEL FINANCIAL#210 · 30,236 sh | 30,236 | $1.5M | <0.01% | -9.3% |
| 211 | MIZUHO MARKETS AMERICAS#211 · 29,900 sh | 29,900 | $1.5M | 0.02% | New |
| 212 | NorthCrest Asset Manangement#212 · 28,413 sh | 28,413 | $1.5M | — | +41.4% |
| 213 | Neuberger Berman Group#213 · 29,479 sh | 29,479 | $1.5M | <0.01% | +35.0% |
| 214 | GSA CAPITAL PARTNERS LLP#214 · 28,889 sh | 28,889 | $1.4M | 0.09% | -67.4% |
| 215 | Endure Capital Management#215 · 28,828 sh | 28,828 | $1.4M | 0.32% | 0.0% |
| 216 | DARK FOREST CAPITAL MANAGEMENT#216 · 28,319 sh | 28,319 | $1.4M | 0.09% | New |
| 217 | Universal- Beteiligungs- und Servicegesellschaft mbH#217 · 28,208 sh | 28,208 | $1.4M | <0.01% | -63.9% |
| 218 | Wellington Shields Capital Management#218 · 27,900 sh | 27,900 | $1.4M | 0.18% | -3.5% |
| 219 | Mattson Financial Services#219 · 24,758 sh | 24,758 | $1.4M | 0.29% | +2.2% |
| 220 | PRUDENTIAL FINANCIAL#220 · 27,238 sh | 27,238 | $1.4M | <0.01% | -69.5% |
| 221 | Moors & Cabot#221 · 27,050 sh | 27,050 | $1.4M | 0.05% | -26.0% |
| 222 | WHITTIER OF NEVADA#222 · 25,315 sh | 25,315 | $1.3M | 0.03% | 0.0% |
| 223 | Focus Partners Advisor Solutions#223 · 26,583 sh | 26,583 | $1.3M | 0.01% | -1.0% |
| 224 | VICTORY CAPITAL MANAGEMENT#224 · 26,263 sh | 26,263 | $1.3M | <0.01% | -67.6% |
| 225 | OSSIAM#225 · 25,853 sh | 25,853 | $1.3M | 0.02% | +69.4% |
| 226 | Round Hill Asset Management#226 · 25,808 sh | 25,808 | $1.3M | 0.81% | -0.4% |
| 227 | Rose Capital Advisors#227 · 25,657 sh | 25,657 | $1.3M | 0.64% | — |
| 228 | Pathstone#228 · 25,058 sh | 25,058 | $1.3M | <0.01% | +0.6% |
| 229 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.#229 · 25,000 sh | 25,000 | $1.2M | 0.11% | 0.0% |
| 230 | SEGALL BRYANT & HAMILL#230 · 24,864 sh | 24,864 | $1.2M | 0.01% | -14.5% |
| 231 | BLAIR WILLIAM#231 · 24,489 sh | 24,489 | $1.2M | <0.01% | +33.8% |
| 232 | Pacer Advisors#232 · 24,237 sh | 24,237 | $1.2M | <0.01% | New |
| 233 | Pictet Asset Management Holding SA#233 · 24,037 sh | 24,037 | $1.2M | <0.01% | -3.7% |
| 234 | Cresset Asset Management#234 · 23,976 sh | 23,976 | $1.2M | <0.01% | -3.8% |
| 235 | Modera Wealth Management#235 · 23,877 sh | 23,877 | $1.2M | 0.01% | -7.0% |
| 236 | MACKENZIE FINANCIAL#236 · 23,530 sh | 23,530 | $1.2M | <0.01% | New |
| 237 | PARK AVENUE SECURITIES#237 · 22,324 sh | 22,324 | $1.1M | — | -0.1% |
| 238 | NBC SECURITIES#238 · 21,922 sh | 21,922 | $1.1M | — | 0.0% |
| 239 | Inspire Investing#239 · 21,712 sh | 21,712 | $1.1M | — | New |
| 240 | Summit Financial#240 · 21,511 sh | 21,511 | $1.1M | 0.01% | 0.0% |
| 241 | Summit Trail Advisors#241 · 21,356 sh | 21,356 | $1.1M | 0.01% | +17.5% |
| 242 | NEW YORK LIFE INVESTMENT MANAGEMENT#242 · 21,353 sh | 21,353 | $1.1M | <0.01% | +5.3% |
| 243 | HB Wealth Management#243 · 20,962 sh | 20,962 | $1.0M | — | +78.1% |
| 244 | Bridgefront Capital#244 · 20,896 sh | 20,896 | $1.0M | 0.28% | +210.2% |
| 245 | Gotham Asset Management#245 · 20,891 sh | 20,891 | $1.0M | <0.01% | -2.3% |
| 246 | Friedenthal Financial#246 · 20,859 sh | 20,859 | $1.0M | — | New |
| 247 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES#247 · 20,832 sh | 20,832 | $1.0M | <0.01% | 0.0% |
| 248 | Caption Management#248 · 20,507 sh | 20,507 | $1.0M | <0.01% | New |
| 249 | Vanguard Personalized Indexing Management#249 · 20,425 sh | 20,425 | $1.0M | <0.01% | +1.5% |
| 250 | Cambridge Investment Research Advisors#250 · 20,238 sh | 20,238 | $1.0M | <0.01% | +209.2% |
| 251 | XPONANCE#251 · 20,215 sh | 20,215 | $1.0M | <0.01% | -16.2% |
| 252 | BANK OF MONTREAL#252 · 20,077 sh | 20,077 | $1.0M | <0.01% | +0.4% |
| 253 | Joel Isaacson#253 · 19,915 sh | 19,915 | $995.3K | 0.03% | +0.2% |
| 254 | Vise Technologies#254 · 19,892 sh | 19,892 | $994.2K | 0.01% | +227.0% |
| 255 | Integrated Wealth Concepts#255 · 19,687 sh | 19,687 | $984.0K | <0.01% | -12.1% |
| 256 | Bull Harbor Capital#256 · 19,489 sh | 19,489 | $974.1K | 0.19% | +30.7% |
| 257 | CAPITOLIS LIQUID GLOBAL MARKETS#257 · 19,400 sh | 19,400 | $969.6K | <0.01% | -62.5% |
| 258 | MAI Capital Management#258 · 19,377 sh | 19,377 | $968.5K | <0.01% | +165.8% |
| 259 | MARSHALL WACE, LLP#259 · 19,196 sh | 19,196 | $959.4K | <0.01% | -96.6% |
| 260 | Citadel Investment Advisory#260 · 19,080 sh | 19,080 | $954.0K | — | +3.2% |
| 261 | MIRABELLA FINANCIAL SERVICES LLP#261 · 17,790 sh | 17,790 | $889.1K | 0.09% | New |
| 262 | Clearstead Advisors#262 · 17,784 sh | 17,784 | $888.8K | <0.01% | -8.4% |
| 263 | NATIXIS ADVISORS#263 · 17,672 sh | 17,672 | $883.0K | <0.01% | +30.2% |
| 264 | EntryPoint Capital#264 · 17,290 sh | 17,290 | $864.2K | 0.21% | -51.2% |
| 265 | M&T BANK#265 · 17,257 sh | 17,257 | $862.5K | <0.01% | +101.2% |
| 266 | LECAP ASSET MANAGEMENT LTD#266 · 17,025 sh | 17,025 | $850.9K | — | New |
| 267 | CANADA PENSION PLAN INVESTMENT BOARD#267 · 17,000 sh | 17,000 | $849.7K | <0.01% | -71.4% |
| 268 | COMMONWEALTH EQUITY SERVICES#268 · 16,800 sh | 16,800 | $839.7K | <0.01% | -18.1% |
| 269 | WINTON GROUP Ltd#269 · 16,770 sh | 16,770 | $838.2K | 0.03% | -37.2% |
| 270 | Tower Research Capital (TRC)#270 · 16,531 sh | 16,531 | $826.2K | 0.02% | +202.9% |
| 271 | Krilogy Financial#271 · 16,016 sh | 16,016 | $800.5K | — | New |
| 272 | State of Alaska, Department of Revenue#272 · 16,025 sh | 16,025 | $800.0K | — | -2.8% |
| 273 | TEACHER RETIREMENT SYSTEM OF TEXAS#273 · 15,664 sh | 15,664 | $782.9K | <0.01% | +88.5% |
| 274 | WADDELL & ASSOCIATES#274 · 15,558 sh | 15,558 | $777.6K | 0.04% | +115.2% |
| 275 | LEUCADIA NATIONAL#275 · 15,333 sh | 15,333 | $766.3K | <0.01% | 0.0% |
| 276 | Lido Advisors#276 · 15,185 sh | 15,185 | $759.0K | <0.01% | +98.3% |
| 277 | ALLSTATE#277 · 15,154 sh | 15,154 | $757.4K | <0.01% | -4.7% |
| 278 | Harbor Advisors#278 · 15,000 sh | 15,000 | $749.7K | 0.09% | 0.0% |
| 279 | O'SHAUGHNESSY ASSET MANAGEMENT#279 · 14,988 sh | 14,988 | $749.1K | <0.01% | -25.7% |
| 280 | ENVESTNET ASSET MANAGEMENT#280 · 14,876 sh | 14,876 | $743.5K | <0.01% | +33.4% |
| 281 | Laurion Capital Management#281 · 14,738 sh | 14,738 | $736.6K | 0.02% | +3.9% |
| 282 | Vinva Investment Management Ltd#282 · 10,295 sh | 10,295 | $729.9K | <0.01% | -48.5% |
| 283 | CATALYST FINANCIAL PARTNERS#283 · 14,423 sh | 14,423 | $720.9K | 0.07% | +0.1% |
| 284 | QUADRANT CAPITAL GROUP#284 · 14,401 sh | 14,401 | $719.8K | — | -49.8% |
| 285 | Centennial Bank#285 · 14,389 sh | 14,389 | $719.2K | 0.23% | -1.0% |
| 286 | Counterpoint Mutual Funds#286 · 14,282 sh | 14,282 | $713.8K | — | -34.3% |
| 287 | Ancora Advisors#287 · 13,425 sh | 13,425 | $671.0K | 0.01% | -4.7% |
| 288 | Davis Investment Partners#288 · 13,341 sh | 13,341 | $666.8K | 0.20% | New |
| 289 | NATIONAL BANK OF CANADA#289 · 13,338 sh | 13,338 | $666.7K | <0.01% | +1.8% |
| 290 | Waverly Advisors#290 · 13,322 sh | 13,322 | $665.8K | <0.01% | +24.4% |
| 291 | SECURIAN ASSET MANAGEMENT#291 · 12,061 sh | 12,061 | $661.8K | 0.02% | -1.0% |
| 292 | WILEY BROS.-AINTREE CAPITAL#292 · 13,440 sh | 13,440 | $659.7K | <0.01% | +31.3% |
| 293 | Pallas Capital Advisors#293 · 13,020 sh | 13,020 | $650.7K | 0.02% | New |
| 294 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#294 · 12,896 sh | 12,896 | $645.0K | <0.01% | 0.0% |
| 295 | FEDERATED HERMES#295 · 12,636 sh | 12,636 | $631.5K | <0.01% | -96.7% |
| 296 | Federation des caisses Desjardins du Quebec#296 · 12,185 sh | 12,185 | $609.0K | <0.01% | -75.7% |
| 297 | SILVERCREST ASSET MANAGEMENT GROUP#297 · 12,106 sh | 12,106 | $605.1K | <0.01% | -6.9% |
| 298 | Evercore Wealth Management#298 · 11,963 sh | 11,963 | $597.9K | <0.01% | 0.0% |
| 299 | OFI INVEST ASSET MANAGEMENT#299 · 13,666 sh | 13,666 | $597.4K | <0.01% | -18.6% |
| 300 | Fisher Asset Management#300 · 11,793 sh | 11,793 | $589.5K | <0.01% | -20.4% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.