JEF US Equity

Jefferies Financial Group Inc.

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Financials · Security Brokers, Dealers & Flotation Companies · CIK 96223 · FYE 1130

$57.23

+0.99 (+1.76%)

USD · as of 2026-07-28 · marketstack

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Institutional ownership· 13F filers holding JEF · 2026-Q1 methodology → sources →

551 holders

% of shares outstanding held

69.4%

Shares held (13F)

141,868,985

Reporting holders

551

Top holders

largest 100 of 551 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BlackRock, Inc.	17,555,71517.6M	$725M	8.59%	ADD 7%
2	SUMITOMO MITSUI FINANCIAL GROUP, INC.	9,247,0819.2M	$382M	4.52%	—
3	VANGUARD PORTFOLIO MANAGEMENT LLC	7,824,5367.8M	$323M	3.83%	NEW†
4	VANGUARD CAPITAL MANAGEMENT LLC	6,714,8976.7M	$277M	3.28%	NEW†
5	ALLIANCEBERNSTEIN L.P.	3,791,5273.8M	$235M	1.85%	TRIM -32%
6	AQR CAPITAL MANAGEMENT LLC	5,282,6915.3M	$216M	2.58%	ADD 55%
7	BARROW HANLEY MEWHINNEY & STRAUSS LLC	4,951,0275.0M	$204M	2.42%	ADD 182%
8	STATE STREET CORP	4,892,7444.9M	$202M	2.39%	ADD 3%
9	MASSACHUSETTS MUTUAL LIFE INSURANCE CO	4,654,3624.7M	$192M	2.28%	—
10	GEODE CAPITAL MANAGEMENT, LLC	3,046,9723.0M	$126M	1.49%	ADD 4%
11	TWO SIGMA INVESTMENTS, LP	2,825,0532.8M	$117M	1.38%	ADD 1120%
12	MORGAN STANLEY	2,813,2242.8M	$116M	1.38%	ADD 11%
13	DIMENSIONAL FUND ADVISORS LP	2,666,0972.7M	$110M	1.30%	ADD 2%
14	D. E. Shaw & Co., Inc.	2,617,2952.6M	$108M	1.28%	ADD 136%
15	First Pacific Advisors, LP	2,586,5012.6M	$107M	1.27%	—
16	JPMORGAN CHASE & CO	1,905,7511.9M	$76M	0.93%	TRIM -3%
17	BARCLAYS PLC	1,740,0251.7M	$72M	0.85%	ADD 21%
18	BAMCO INC /NY/	1,530,2281.5M	$63M	0.75%	ADD 157%
19	NORTHERN TRUST CORP	1,452,0781.5M	$60M	0.71%	ADD 2%
20	Bank of New York Mellon Corp	1,404,2481.4M	$58M	0.69%	—
21	Freestone Grove Partners LP	1,309,9961.3M	$54M	0.64%	ADD 37%
22	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1,230,0291.2M	$51M	0.60%	ADD 5%
23	BECK MACK & OLIVER LLC	1,223,1021.2M	$50M	0.60%	—
24	Assenagon Asset Management S.A.	1,094,1641.1M	$45M	0.54%	ADD 740%
25	GOLDMAN SACHS GROUP INC	1,069,1671.1M	$44M	0.52%	TRIM -39%
26	JACOBS LEVY EQUITY MANAGEMENT, INC	1,024,6951.0M	$42M	0.50%	—
27	Nuveen, LLC	1,018,9931.0M	$42M	0.50%	ADD 9%
28	NewEdge Wealth, LLC	1,017,8311.0M	$42M	0.50%	ADD 10%
29	MILLENNIUM MANAGEMENT LLC	1,016,8041.0M	$42M	0.50%	ADD 440%
30	VANGUARD FIDUCIARY TRUST CO	1,015,4521.0M	$42M	0.50%	NEW
31	Qube Research & Technologies Ltd	1,006,3611.0M	$42M	0.49%	ADD 826%
32	Squarepoint Ops LLC	927,048927,048	$38M	0.45%	ADD 241%
33	UBS Group AG	908,092908,092	$37M	0.44%	TRIM -8%
34	JANE STREET GROUP, LLC	868,272868,272	$36M	0.42%	ADD 1644%
35	SEI INVESTMENTS CO	860,887860,887	$36M	0.42%	TRIM -12%
36	FMR LLC	860,062860,062	$35M	0.42%	TRIM -45%
37	Moerus Capital Management LLC	777,068777,068	$32M	0.38%	ADD 27%
38	BANK OF AMERICA CORP /DE/	775,985775,985	$32M	0.38%	TRIM -55%
39	PRIVATE MANAGEMENT GROUP INC	756,059756,059	$31M	0.37%	ADD 15%
40	CITADEL ADVISORS LLC	690,855690,855	$29M	0.34%	TRIM -53%
41	CHECK CAPITAL MANAGEMENT INC/CA	680,171680,171	$28M	0.33%	ADD 50%
42	DEUTSCHE BANK AG\	644,593644,593	$27M	0.32%	TRIM -32%
43	Perpetual Ltd	627,141627,141	$26M	0.31%	NEW
44	Man Group plc	620,349620,349	$26M	0.30%	ADD 272%
45	Mraz, Amerine & Associates, Inc.	614,323614,323	$25M	0.30%	ADD 6%
46	MARSHALL WACE, LLP	564,665564,665	$23M	0.28%	TRIM -17%
47	Balyasny Asset Management L.P.	528,584528,584	$22M	0.26%	ADD 24%
48	HRT FINANCIAL LP	524,771524,771	$22M	0.26%	ADD 308%
49	Hosking Partners LLP	515,654515,654	$21M	0.25%	ADD 6%
50	Private Capital Management, LLC	514,469514,469	$21M	0.25%	ADD 23%
51	Pacer Advisors, Inc.	1,113,8011.1M	$20M	0.54%	ADD 12%
52	Russell Investments Group, Ltd.	482,273482,273	$20M	0.24%	TRIM -4%
53	Retirement Systems of Alabama	474,787474,787	$20M	0.23%	—
54	GoodHaven Capital Management, LLC	444,837444,837	$18M	0.22%	—
55	Berkshire Hathaway Inctracked	433,558433,558	$18M	0.21%	—
56	RHUMBLINE ADVISERS	431,126431,126	$18M	0.21%	—
57	Jump Financial, LLC	405,100405,100	$17M	0.20%	ADD 154%
58	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	403,741403,741	$17M	0.20%	—
59	Invesco Ltd.	399,260399,260	$16M	0.20%	ADD 14%
60	Migdal Insurance & Financial Holdings Ltd.	398,000398,000	$16M	0.19%	—
61	FEDERATED HERMES, INC.	386,860386,860	$16M	0.19%	TRIM -60%
62	CAPITAL FUND MANAGEMENT S.A.	385,967385,967	$16M	0.19%	—
63	PRINCIPAL FINANCIAL GROUP INC	369,710369,710	$15M	0.18%	—
64	VALUEWORKS LLC	368,019368,019	$15M	0.18%	ADD 46%
65	VOLORIDGE INVESTMENT MANAGEMENT, LLC	363,424363,424	$15M	0.18%	NEW
66	AMERIPRISE FINANCIAL INC	348,277348,277	$14M	0.17%	ADD 4%
67	LOOMIS SAYLES & CO L P	340,985340,985	$14M	0.17%	TRIM -3%
68	SUSQUEHANNA INTERNATIONAL GROUP, LLP	339,166339,166	$14M	0.17%	NEW
69	Cerity Partners LLC	330,431330,431	$14M	0.16%	ADD 17%
70	ROBOTTI ROBERT	327,969327,969	$14M	0.16%	—
71	CAPTRUST FINANCIAL ADVISORS	318,842318,842	$13M	0.16%	TRIM -8%
72	TUDOR INVESTMENT CORP ET AL	315,297315,297	$13M	0.15%	ADD 56%
73	Swiss National Bank	306,200306,200	$13M	0.15%	—
74	Gradient Investments LLC	301,441301,441	$12M	0.15%	ADD 3%
75	Schonfeld Strategic Advisors LLC	284,051284,051	$12M	0.14%	ADD 261%
76	California Public Employees Retirement System	266,363266,363	$11M	0.13%	TRIM -6%
77	Prana Capital Management, LP	258,581258,581	$11M	0.13%	ADD 178%
78	Quantinno Capital Management LP	258,350258,350	$11M	0.13%	TRIM -32%
79	ALGERT GLOBAL LLC	250,671250,671	$10M	0.12%	ADD 38%
80	Ensign Peak Advisors, Inc	248,846248,846	$10M	0.12%	TRIM -5%
81	Connor, Clark & Lunn Investment Management Ltd.	247,895247,895	$10M	0.12%	ADD 239%
82	ACADIAN ASSET MANAGEMENT LLC	236,283236,283	$10M	0.12%	ADD 70%
83	AMERICAN CENTURY COMPANIES INC	235,322235,322	$10M	0.12%	ADD 52%
84	Rock Point Advisors, LLC	235,132235,132	$10M	0.12%	ADD 30%
85	Legal & General Group Plc	233,651233,651	$10M	0.11%	TRIM -10%
86	MERCER GLOBAL ADVISORS INC /ADV	220,252220,252	$9M	0.11%	ADD 19%
87	STATE OF WISCONSIN INVESTMENT BOARD	219,695219,695	$9M	0.11%	ADD 29%
88	IEQ CAPITAL, LLC	210,419210,419	$9M	0.10%	TRIM -2%
89	Point72 Asset Management, L.P.	208,501208,501	$9M	0.10%	NEW
90	BANK OF NOVA SCOTIA	207,450207,450	$9M	0.10%	NEW
91	Mariner, LLC	201,223201,223	$8M	0.10%	ADD 35%
92	Merrion Investment Management Co, LLC	198,695198,695	$8M	0.10%	—
93	Focus Partners Wealth	194,138194,138	$8M	0.09%	ADD 6%
94	FIRST MANHATTAN CO. LLC.	189,896189,896	$8M	0.09%	—
95	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	182,140182,140	$8M	0.09%	ADD 5%
96	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	179,421179,421	$7M	0.09%	ADD 22%
97	FIRST TRUST ADVISORS LP	177,049177,049	$7M	0.09%	TRIM -71%
98	Sequoia Financial Advisors, LLC	172,670172,670	$7M	0.08%	TRIM -2%
99	Engineers Gate Manager LP	170,288170,288	$7M	0.08%	ADD 323%
100	Allianz Asset Management GmbH	166,373166,373	$7M	0.08%	ADD 80%

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BlackRock, Inc.

15.8M

15.4M

15.5M

16.4M

17.6M

$725M

SUMITOMO MITSUI FINANCIAL GROUP, INC.

9.2M

$382M

VANGUARD PORTFOLIO MANAGEMENT LLC

—

7.8M

$323M

VANGUARD CAPITAL MANAGEMENT LLC

—

6.7M

$277M

ALLIANCEBERNSTEIN L.P.

6.0M

6.8M

6.7M

5.8M

5.6M

3.8M

$235M

AQR CAPITAL MANAGEMENT LLC

145K

236K

410K

428K

3.4M

5.3M

$216M

BARROW HANLEY MEWHINNEY & STRAUSS LLC

2.0M

1.8M

5.0M

$204M

STATE STREET CORP

5.1M

4.8M

4.9M

$202M

MASSACHUSETTS MUTUAL LIFE INSURANCE CO

4.7M

$192M

GEODE CAPITAL MANAGEMENT, LLC

2.8M

3.0M

2.9M

3.0M

$126M

TWO SIGMA INVESTMENTS, LP

656K

1.1M

1.5M

232K

2.8M

$117M

MORGAN STANLEY

2.8M

2.3M

2.9M

2.8M

2.5M

2.8M

$116M

DIMENSIONAL FUND ADVISORS LP

3.1M

2.6M

2.9M

2.6M

2.7M

$110M

D. E. Shaw & Co., Inc.

37K

—

190K

82K

1.1M

2.6M

$108M

First Pacific Advisors, LP

2.8M

2.6M

$107M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	551	141,868,985	69.4%	$5.9B
2025-Q4	591	148,915,618	72.8%	$9.2B
2025-Q3	566	151,476,287	74.1%	$9.8B
2025-Q2	554	146,949,457	71.9%	$8.0B
2025-Q1	562	143,195,557	70.0%	$7.6B
2024-Q4	582	153,292,269	75.0%	$12.0B
2024-Q3	532	147,884,405

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Activists & large holders· Schedule 13D/G beneficial owners · JEF

Large holders — 13G, passive (top 1 by % of class)

Holder

% of class

Type

As of

VANGUARD GROUP INC

QII

2026-03-13

SEC →

Source: SEC Schedule 13D/13G structured XML. 13D = active intent; 13G filers report passively (Rule 13d-1(b) QII / 13d-1(c) Passive / 13d-1(d) Exempt) and are not activists. Percent and delta are the group aggregate the filing reports. Structured 13D/G coverage begins December 2024 (SEC XML mandate).

Institutional ownership· 13F filers holding JEF · 2026-Q1 methodology → sources →

551 holders

% of shares outstanding held

69.4%

Shares held (13F)

141,868,985

Reporting holders

551

Top holders

largest 100 of 551 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BlackRock, Inc.	17,555,71517.6M	$725M	8.59%	ADD 7%
2	SUMITOMO MITSUI FINANCIAL GROUP, INC.	9,247,0819.2M	$382M	4.52%	—
3	VANGUARD PORTFOLIO MANAGEMENT LLC	7,824,5367.8M	$323M	3.83%	NEW†
4	VANGUARD CAPITAL MANAGEMENT LLC	6,714,8976.7M	$277M	3.28%	NEW†
5	ALLIANCEBERNSTEIN L.P.	3,791,5273.8M	$235M	1.85%	TRIM -32%
6	AQR CAPITAL MANAGEMENT LLC	5,282,6915.3M	$216M	2.58%	ADD 55%
7	BARROW HANLEY MEWHINNEY & STRAUSS LLC	4,951,0275.0M	$204M	2.42%	ADD 182%
8	STATE STREET CORP	4,892,7444.9M	$202M	2.39%	ADD 3%
9	MASSACHUSETTS MUTUAL LIFE INSURANCE CO	4,654,3624.7M	$192M	2.28%	—
10	GEODE CAPITAL MANAGEMENT, LLC	3,046,9723.0M	$126M	1.49%	ADD 4%
11	TWO SIGMA INVESTMENTS, LP	2,825,0532.8M	$117M	1.38%	ADD 1120%
12	MORGAN STANLEY	2,813,2242.8M	$116M	1.38%	ADD 11%
13	DIMENSIONAL FUND ADVISORS LP	2,666,0972.7M	$110M	1.30%	ADD 2%
14	D. E. Shaw & Co., Inc.	2,617,2952.6M	$108M	1.28%	ADD 136%
15	First Pacific Advisors, LP	2,586,5012.6M	$107M	1.27%	—
16	JPMORGAN CHASE & CO	1,905,7511.9M	$76M	0.93%	TRIM -3%
17	BARCLAYS PLC	1,740,0251.7M	$72M	0.85%	ADD 21%
18	BAMCO INC /NY/	1,530,2281.5M	$63M	0.75%	ADD 157%
19	NORTHERN TRUST CORP	1,452,0781.5M	$60M	0.71%	ADD 2%
20	Bank of New York Mellon Corp	1,404,2481.4M	$58M	0.69%	—
21	Freestone Grove Partners LP	1,309,9961.3M	$54M	0.64%	ADD 37%
22	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1,230,0291.2M	$51M	0.60%	ADD 5%
23	BECK MACK & OLIVER LLC	1,223,1021.2M	$50M	0.60%	—
24	Assenagon Asset Management S.A.	1,094,1641.1M	$45M	0.54%	ADD 740%
25	GOLDMAN SACHS GROUP INC	1,069,1671.1M	$44M	0.52%	TRIM -39%
26	JACOBS LEVY EQUITY MANAGEMENT, INC	1,024,6951.0M	$42M	0.50%	—
27	Nuveen, LLC	1,018,9931.0M	$42M	0.50%	ADD 9%
28	NewEdge Wealth, LLC	1,017,8311.0M	$42M	0.50%	ADD 10%
29	MILLENNIUM MANAGEMENT LLC	1,016,8041.0M	$42M	0.50%	ADD 440%
30	VANGUARD FIDUCIARY TRUST CO	1,015,4521.0M	$42M	0.50%	NEW
31	Qube Research & Technologies Ltd	1,006,3611.0M	$42M	0.49%	ADD 826%
32	Squarepoint Ops LLC	927,048927,048	$38M	0.45%	ADD 241%
33	UBS Group AG	908,092908,092	$37M	0.44%	TRIM -8%
34	JANE STREET GROUP, LLC	868,272868,272	$36M	0.42%	ADD 1644%
35	SEI INVESTMENTS CO	860,887860,887	$36M	0.42%	TRIM -12%
36	FMR LLC	860,062860,062	$35M	0.42%	TRIM -45%
37	Moerus Capital Management LLC	777,068777,068	$32M	0.38%	ADD 27%
38	BANK OF AMERICA CORP /DE/	775,985775,985	$32M	0.38%	TRIM -55%
39	PRIVATE MANAGEMENT GROUP INC	756,059756,059	$31M	0.37%	ADD 15%
40	CITADEL ADVISORS LLC	690,855690,855	$29M	0.34%	TRIM -53%
41	CHECK CAPITAL MANAGEMENT INC/CA	680,171680,171	$28M	0.33%	ADD 50%
42	DEUTSCHE BANK AG\	644,593644,593	$27M	0.32%	TRIM -32%
43	Perpetual Ltd	627,141627,141	$26M	0.31%	NEW
44	Man Group plc	620,349620,349	$26M	0.30%	ADD 272%
45	Mraz, Amerine & Associates, Inc.	614,323614,323	$25M	0.30%	ADD 6%
46	MARSHALL WACE, LLP	564,665564,665	$23M	0.28%	TRIM -17%
47	Balyasny Asset Management L.P.	528,584528,584	$22M	0.26%	ADD 24%
48	HRT FINANCIAL LP	524,771524,771	$22M	0.26%	ADD 308%
49	Hosking Partners LLP	515,654515,654	$21M	0.25%	ADD 6%
50	Private Capital Management, LLC	514,469514,469	$21M	0.25%	ADD 23%
51	Pacer Advisors, Inc.	1,113,8011.1M	$20M	0.54%	ADD 12%
52	Russell Investments Group, Ltd.	482,273482,273	$20M	0.24%	TRIM -4%
53	Retirement Systems of Alabama	474,787474,787	$20M	0.23%	—
54	GoodHaven Capital Management, LLC	444,837444,837	$18M	0.22%	—
55	Berkshire Hathaway Inctracked	433,558433,558	$18M	0.21%	—
56	RHUMBLINE ADVISERS	431,126431,126	$18M	0.21%	—
57	Jump Financial, LLC	405,100405,100	$17M	0.20%	ADD 154%
58	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	403,741403,741	$17M	0.20%	—
59	Invesco Ltd.	399,260399,260	$16M	0.20%	ADD 14%
60	Migdal Insurance & Financial Holdings Ltd.	398,000398,000	$16M	0.19%	—
61	FEDERATED HERMES, INC.	386,860386,860	$16M	0.19%	TRIM -60%
62	CAPITAL FUND MANAGEMENT S.A.	385,967385,967	$16M	0.19%	—
63	PRINCIPAL FINANCIAL GROUP INC	369,710369,710	$15M	0.18%	—
64	VALUEWORKS LLC	368,019368,019	$15M	0.18%	ADD 46%
65	VOLORIDGE INVESTMENT MANAGEMENT, LLC	363,424363,424	$15M	0.18%	NEW
66	AMERIPRISE FINANCIAL INC	348,277348,277	$14M	0.17%	ADD 4%
67	LOOMIS SAYLES & CO L P	340,985340,985	$14M	0.17%	TRIM -3%
68	SUSQUEHANNA INTERNATIONAL GROUP, LLP	339,166339,166	$14M	0.17%	NEW
69	Cerity Partners LLC	330,431330,431	$14M	0.16%	ADD 17%
70	ROBOTTI ROBERT	327,969327,969	$14M	0.16%	—
71	CAPTRUST FINANCIAL ADVISORS	318,842318,842	$13M	0.16%	TRIM -8%
72	TUDOR INVESTMENT CORP ET AL	315,297315,297	$13M	0.15%	ADD 56%
73	Swiss National Bank	306,200306,200	$13M	0.15%	—
74	Gradient Investments LLC	301,441301,441	$12M	0.15%	ADD 3%
75	Schonfeld Strategic Advisors LLC	284,051284,051	$12M	0.14%	ADD 261%
76	California Public Employees Retirement System	266,363266,363	$11M	0.13%	TRIM -6%
77	Prana Capital Management, LP	258,581258,581	$11M	0.13%	ADD 178%
78	Quantinno Capital Management LP	258,350258,350	$11M	0.13%	TRIM -32%
79	ALGERT GLOBAL LLC	250,671250,671	$10M	0.12%	ADD 38%
80	Ensign Peak Advisors, Inc	248,846248,846	$10M	0.12%	TRIM -5%
81	Connor, Clark & Lunn Investment Management Ltd.	247,895247,895	$10M	0.12%	ADD 239%
82	ACADIAN ASSET MANAGEMENT LLC	236,283236,283	$10M	0.12%	ADD 70%
83	AMERICAN CENTURY COMPANIES INC	235,322235,322	$10M	0.12%	ADD 52%
84	Rock Point Advisors, LLC	235,132235,132	$10M	0.12%	ADD 30%
85	Legal & General Group Plc	233,651233,651	$10M	0.11%	TRIM -10%
86	MERCER GLOBAL ADVISORS INC /ADV	220,252220,252	$9M	0.11%	ADD 19%
87	STATE OF WISCONSIN INVESTMENT BOARD	219,695219,695	$9M	0.11%	ADD 29%
88	IEQ CAPITAL, LLC	210,419210,419	$9M	0.10%	TRIM -2%
89	Point72 Asset Management, L.P.	208,501208,501	$9M	0.10%	NEW
90	BANK OF NOVA SCOTIA	207,450207,450	$9M	0.10%	NEW
91	Mariner, LLC	201,223201,223	$8M	0.10%	ADD 35%
92	Merrion Investment Management Co, LLC	198,695198,695	$8M	0.10%	—
93	Focus Partners Wealth	194,138194,138	$8M	0.09%	ADD 6%
94	FIRST MANHATTAN CO. LLC.	189,896189,896	$8M	0.09%	—
95	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	182,140182,140	$8M	0.09%	ADD 5%
96	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	179,421179,421	$7M	0.09%	ADD 22%
97	FIRST TRUST ADVISORS LP	177,049177,049	$7M	0.09%	TRIM -71%
98	Sequoia Financial Advisors, LLC	172,670172,670	$7M	0.08%	TRIM -2%
99	Engineers Gate Manager LP	170,288170,288	$7M	0.08%	ADD 323%
100	Allianz Asset Management GmbH	166,373166,373	$7M	0.08%	ADD 80%

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BlackRock, Inc.

15.8M

15.4M

15.5M

16.4M

17.6M

$725M

SUMITOMO MITSUI FINANCIAL GROUP, INC.

9.2M

$382M

VANGUARD PORTFOLIO MANAGEMENT LLC

—

7.8M

$323M

VANGUARD CAPITAL MANAGEMENT LLC

—

6.7M

$277M

ALLIANCEBERNSTEIN L.P.

6.0M

6.8M

6.7M

5.8M

5.6M

3.8M

$235M

AQR CAPITAL MANAGEMENT LLC

145K

236K

410K

428K

3.4M

5.3M

$216M

BARROW HANLEY MEWHINNEY & STRAUSS LLC

2.0M

1.8M

5.0M

$204M

STATE STREET CORP

5.1M

4.8M

4.9M

$202M

MASSACHUSETTS MUTUAL LIFE INSURANCE CO

4.7M

$192M

GEODE CAPITAL MANAGEMENT, LLC

2.8M

3.0M

2.9M

3.0M

$126M

TWO SIGMA INVESTMENTS, LP

656K

1.1M

1.5M

232K

2.8M

$117M

MORGAN STANLEY

2.8M

2.3M

2.9M

2.8M

2.5M

2.8M

$116M

DIMENSIONAL FUND ADVISORS LP

3.1M

2.6M

2.9M

2.6M

2.7M

$110M

D. E. Shaw & Co., Inc.

37K

—

190K

82K

1.1M

2.6M

$108M

First Pacific Advisors, LP

2.8M

2.6M

$107M

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	551	141,868,985	69.4%	$5.9B
2025-Q4	591	148,915,618	72.8%	$9.2B
2025-Q3	566	151,476,287	74.1%	$9.8B
2025-Q2	554	146,949,457	71.9%	$8.0B
2025-Q1	562	143,195,557	70.0%	$7.6B
2024-Q4	582	153,292,269	75.0%	$12.0B
2024-Q3	532	147,884,405

Short interest has its own tab now — open SI →

Activists & large holders· Schedule 13D/G beneficial owners · JEF

Large holders — 13G, passive (top 1 by % of class)

Holder

% of class

Type

As of

VANGUARD GROUP INC

QII

2026-03-13

SEC →

JEF US Equity☆

Institutional ownership· 13F filers holding JEF · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · JEF

Institutional ownership· 13F filers holding JEF · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · JEF

JEF US Equity