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Jefferies Financial Group (JEF) Institutional Ownership

Jefferies Financial Group logo
$42.62 -1.54 (-3.49%)
As of 03:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for Jefferies Financial Group (NYSE:JEF)

Current
Institutional Ownership
Percentage
60.88%
Number of
Institutional Buyers
(last 12 months)
325
Total
Institutional Inflows
(last 12 months)
$3.07B
Number of
Institutional Sellers
(last 12 months)
224
Total
Institutional Outflows
(last 12 months)
$1.26B
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JEF Institutional Buying and Selling by Quarter

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Jefferies Financial Group Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025Tran Capital Management L.P.276,532$14.81M2.0%N/A0.134%
4/15/2025Fifth Third Bancorp2,873$154K0.0%+13.8%0.001%
4/15/2025Assenagon Asset Management S.A.401,454$21.51M0.0%-50.0%0.195%
4/15/2025SG Americas Securities LLC13,633$730K0.0%+687.1%0.007%
4/15/2025 GAMMA Investing LLC1,151$62K0.0%+123.9%0.001%
4/14/2025 Yousif Capital Management LLC58,935$3.16M0.0%-2.4%0.029%
4/14/2025 Farther Finance Advisors LLC9,594$514K0.0%-9.9%0.005%
4/14/2025 GoodHaven Capital Management LLC439,987$23.57M8.0%-2.1%0.213%
4/14/2025 Wedge Capital Management L L P NC41,173$2.21M0.0%+47.2%0.020%
4/14/2025 Park Avenue Securities LLC25,529$1.37M0.0%-25.1%0.012%
4/14/2025 UMB Bank n.a.8,534$457K0.0%+5.8%0.004%
4/11/2025 Gateway Investment Advisers LLC59,572$3.19M0.0%+6.8%0.029%
4/10/2025 Secure Asset Management LLC13,001$696K0.1%N/A0.006%
4/10/2025 Hennion & Walsh Asset Management Inc.26,980$1.45M0.1%-55.1%0.013%
4/10/2025 AEGON ASSET MANAGEMENT UK Plc202,299$10.83M0.2%-20.8%0.098%
4/9/2025 Kwmg LLC14,139$757K0.1%-2.3%0.007%
4/9/2025 Fulton Bank N.A.15,414$826K0.0%+4.1%0.007%
4/9/2025 NBC Securities Inc.3,438$184K0.0%+114,500.0%0.002%
4/9/2025 Ervin Investment Management LLC87,485$4.69M3.1%+148.9%0.042%
4/8/2025 Rhumbline Advisers455,232$24.39M0.0%-1.4%0.221%
4/8/2025 Fifth Third Wealth Advisors LLC5,034$270K0.0%-7.1%0.002%
4/8/2025 Parallel Advisors LLC6,851$367K0.0%+285.8%0.003%
4/7/2025 GAMMA Investing LLC61,659$3.30M0.0%+11,895.9%0.030%
4/4/2025 Quent Capital LLC5,791$310K0.0%-7.8%0.003%
4/3/2025 Boston Common Asset Management LLC107,399$5.75M0.2%-10.0%0.052%
4/3/2025 Insight Wealth Strategies LLC60,109$3.22M0.4%+7.4%0.029%
4/2/2025 Kera Capital Partners Inc.82,311$4.41M1.3%+110.8%0.040%
4/1/2025 MassMutual Private Wealth & Trust FSB1,525$82K0.0%+105.5%0.001%
3/18/2025California State Teachers Retirement System145,717$11.42M0.0%-7.8%0.071%
3/18/2025111 Capital3,109$244K0.1%N/A0.002%
3/18/2025Thoma Capital Management LLC14,413$1.13M0.8%N/A0.007%
3/17/2025Wealth Enhancement Advisory Services LLC141,364$11.08M0.0%-1.2%0.069%
2/27/2025Jefferies Financial Group Inc.14,133$1.11M0.0%+8.4%0.007%
2/27/2025HWG Holdings LP35,333$2.77M0.9%-34.0%0.017%
2/21/2025AlphaCore Capital LLC40,153$3.15M0.7%-0.6%0.019%
2/20/2025Mackenzie Financial Corp23,228$1.82M0.0%-8.0%0.011%
2/20/2025Forum Financial Management LP7,722$605K0.0%+5.9%0.004%
2/19/2025Public Employees Retirement System of Ohio63,516$4.98M0.0%-6.6%0.031%
2/18/2025Barrow Hanley Mewhinney & Strauss LLC2,048,009$160.56M0.5%-15.7%0.994%
2/18/2025Vise Technologies Inc.2,785$218K0.0%N/A0.001%
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2/18/2025Gordian Capital Singapore Pte Ltd1,800$141K0.1%N/A0.001%
2/18/2025Poehling Capital Management INC.116,548$9.14M2.2%-1.4%0.057%
2/18/2025Arrowpoint Investment Partners Singapore Pte. Ltd.8,017$629K0.1%N/A0.004%
2/18/2025Focus Partners Advisor Solutions LLC4,807$377K0.0%N/A0.002%
2/18/2025Glen Eagle Advisors LLC1,835$144K0.0%-9.8%0.001%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC463,577$36.34M0.0%+7.1%0.225%
2/17/2025Voloridge Investment Management LLC461,546$36.19M0.1%-26.2%0.224%
2/17/2025Williams Jones Wealth Management LLC.2,600$204K0.0%-44.7%0.001%
2/17/2025Zurich Insurance Group Ltd FI547,160$42.90M0.3%-17.8%0.265%
2/17/2025Vident Advisory LLC6,367$499K0.0%-4.9%0.003%
2/17/2025Wexford Capital LP2,691$211K0.0%N/A0.001%
2/17/2025Two Sigma Advisers LP432,200$33.88M0.1%+53.9%0.210%
2/17/2025Two Sigma Investments LP655,655$51.40M0.1%+9.7%0.318%
2/17/2025Tidal Investments LLC20,168$1.58M0.0%+392.1%0.010%
2/17/2025Silvercrest Asset Management Group LLC12,600$988K0.0%-12.2%0.006%
2/17/2025Redwood Investment Management LLC23,347$1.83M0.2%-71.9%0.011%
2/17/2025Private Capital Management LLC516,020$40.46M4.2%-11.3%0.250%
2/17/2025ProShare Advisors LLC7,595$595K0.0%+7.3%0.004%
2/17/2025Quantinno Capital Management LP107,439$8.42M0.1%+8.3%0.052%
2/17/2025Man Group plc9,688$760K0.0%-89.3%0.005%
2/17/2025Nomura Holdings Inc.21,541$1.69M0.0%N/A0.010%
2/17/2025NorthRock Partners LLC5,741$450K0.0%N/A0.003%
2/17/2025Nuveen Asset Management LLC1,414,739$110.92M0.0%-7.6%0.686%
2/17/2025Maven Securities LTD5,200$408K0.0%N/A0.003%
2/17/2025LMR Partners LLP35,424$2.78M0.0%+354.2%0.017%
2/17/2025Laurion Capital Management LP68,038$5.33M0.1%-7.1%0.033%
2/17/2025Janus Henderson Group PLC475,097$37.25M0.0%-7.2%0.231%
2/17/2025Jefferies Financial Group Inc.14,133$1.11M0.0%+8.4%0.007%
2/17/2025Ground Swell Capital LLC3,564$279K0.4%N/A0.002%
2/17/2025Focus Partners Wealth268,342$21.04M0.1%+3.3%0.130%
2/17/2025Ellevest Inc.4,663$366K0.0%+20.1%0.002%
2/17/2025Ethic Inc.15,781$1.24M0.0%+197.9%0.008%
2/17/2025First Manhattan CO. LLC.217,399$17.04M0.1%-0.3%0.105%
2/17/2025FORA Capital LLC10,439$818K0.1%N/A0.005%
2/17/2025FJ Capital Management LLC26,236$2.06M0.2%+20.1%0.013%
2/17/2025Fred Alger Management LLC52,876$4.15M0.0%N/A0.026%
2/17/2025Deutsche Bank AG604,102$47.36M0.0%-12.5%0.293%
2/17/2025DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main97,244$7.62M0.0%N/A0.047%
2/17/2025Epacria Capital Partners LLC40,881$3.21M2.7%-24.5%0.020%
2/17/2025CoreCap Advisors LLC2,842$223K0.0%+7.6%0.001%
2/17/2025Cresset Asset Management LLC54,227$4.25M0.0%-35.9%0.026%
2/17/2025Cetera Investment Advisers32,722$2.57M0.0%+82.7%0.016%
2/17/2025Centiva Capital LP28,335$2.22M0.0%-0.7%0.014%
2/17/2025Capstone Investment Advisors LLC3,570$280K0.0%-10.4%0.002%
2/17/2025Captrust Financial Advisors834,146$65.40M0.2%+0.1%0.405%
2/17/2025Balyasny Asset Management L.P.134,095$10.51M0.0%-84.8%0.065%
2/17/2025Bank of America Corp DE1,805,897$141.58M0.0%+135.1%0.876%
2/17/2025BNP Paribas Financial Markets20,286$1.59M0.0%+14.4%0.010%
2/17/2025Ameriprise Financial Inc.355,482$27.87M0.0%-4.7%0.172%
2/17/2025Algert Global LLC9,748$764K0.0%-92.2%0.005%
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2/17/2025Alteri Wealth LLC7,562$593K0.2%N/A0.004%
2/17/2025Ancora Advisors LLC14,775$1.16M0.0%-2.2%0.007%
2/14/2025Mercer Global Advisors Inc. ADV28,258$2.22M0.0%-18.0%0.014%
2/14/2025Bison Wealth LLC2,856$224K0.0%N/A0.001%
2/14/2025Comerica Bank78,221$6.13M0.0%+7.1%0.038%
2/14/2025Schonfeld Strategic Advisors LLC54,485$4.27M0.0%+837.3%0.026%
2/14/2025AQR Capital Management LLC145,295$11.39M0.0%+32.4%0.070%
2/14/2025AdvisorShares Investments LLC6,500$510K0.1%N/A0.003%
2/14/2025Northern Trust Corp1,582,075$124.04M0.0%+17.2%0.768%
2/14/2025The Manufacturers Life Insurance Company 134,297$10.53M0.0%-2.1%0.065%
(Data available from 1/1/2016 forward)

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JEF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JEF shares?

During the previous two years, 554 institutional investors and hedge funds held shares of Jefferies Financial Group. The most heavily invested institutionals were Vanguard Group Inc. ($1.20B), Sumitomo Mitsui Financial Group Inc. ($724.97M), BlackRock Inc. ($585.52M), Allspring Global Investments Holdings LLC ($487.18M), Alliancebernstein L.P. ($469.52M), FMR LLC ($421.88M), and Invesco Ltd. ($415.03M).Learn more on JEF's institutional investors.

What percentage of Jefferies Financial Group stock is owned by institutional investors?

60.88% of Jefferies Financial Group stock is owned by institutional investors. Learn more on JEF's institutional investor holdings.

Which institutional investors have been buying Jefferies Financial Group stock?

Of the 449 institutional investors that purchased Jefferies Financial Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sumitomo Mitsui Financial Group Inc. ($9.25M), Allspring Global Investments Holdings LLC ($6.91M), FMR LLC ($5.01M), Massachusetts Mutual Life Insurance Co. ($4.66M), Alliancebernstein L.P. ($3.68M), Norges Bank ($2.65M), and Invesco Ltd. ($1.77M).

How much institutional buying is happening at Jefferies Financial Group?

Institutional investors have bought a total of 64,229,130 shares in the last 24 months. This purchase volume represents approximately $3.75B in transactions.

Which Jefferies Financial Group major shareholders have been selling company stock?

Of the 294 institutional investors that sold Jefferies Financial Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Vanguard Group Inc. ($4.64M), LSV Asset Management ($3.14M), Donald Smith & CO. Inc. ($2.28M), First Pacific Advisors LP ($1.40M), Wedge Capital Management L L P NC ($933.41K), Private Management Group Inc. ($889.39K), and Allspring Global Investments Holdings LLC ($884.23K).

How much institutional selling is happening at Jefferies Financial Group?

Institutional investors have sold a total of 36,677,537 shares in the last 24 months. This volume of shares sold represents approximately $1.88B in transactions.


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This page (NYSE:JEF) was last updated on 4/16/2025 by MarketBeat.com Staff
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