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Jefferies Financial Group (JEF) Institutional Ownership

Jefferies Financial Group logo
$76.22 +0.96 (+1.28%)
(As of 12/20/2024 05:31 PM ET)

Institutional Ownership Changes (13F Filings) for Jefferies Financial Group (NYSE:JEF)

Current
Institutional Ownership
Percentage
60.88%
Number of
Institutional Buyers
(last 12 months)
225
Total
Institutional Inflows
(last 12 months)
$1.40B
Number of
Institutional Sellers
(last 12 months)
163
Total
Institutional Outflows
(last 12 months)
$714.95M
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JEF Institutional Buying and Selling by Quarter

Jefferies Financial Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/19/2024 Principal Financial Group Inc.1,598,703$98.41M0.1%-4.3%0.778%
12/13/2024 Lord Abbett & CO. LLC104,868$6.46M0.0%N/A0.051%
12/6/2024 Retirement Systems of Alabama496,197$30.54M0.1%-2.4%0.241%
11/27/2024 Franklin Resources Inc.280,026$18.17M0.0%+232.9%0.136%
11/25/2024 Tidal Investments LLC4,098$252K0.0%N/A0.002%
11/25/2024 Wilmington Savings Fund Society FSB524$32K0.0%N/A0.000%
11/25/2024 Sanctuary Advisors LLC29,491$1.82M0.0%+20.7%0.014%
11/20/2024 Bard Financial Services Inc.21,550$1.33M0.2%-1.1%0.010%
11/18/2024 Teachers Retirement System of The State of Kentucky60,225$3.71M0.0%-2.4%0.029%
11/16/2024 Geode Capital Management LLC2,781,009$171.22M0.0%-2.6%1.353%
11/15/2024 M&T Bank Corp46,818$2.88M0.0%-5.4%0.023%
11/15/2024 Barclays PLC2,014,387$123.99M0.0%+20.6%0.980%
11/15/2024 Public Employees Retirement System of Ohio68,001$4.19M0.0%-1.0%0.033%
11/15/2024 MML Investors Services LLC6,487$399K0.0%-4.6%0.003%
11/15/2024 Massachusetts Mutual Life Insurance Co.4,654,362$286.48M16.7%N/A2.265%
11/15/2024 Orion Portfolio Solutions LLC14,808$911K0.0%-1.3%0.007%
11/15/2024 XTX Topco Ltd12,811$789K0.1%+44.2%0.006%
11/15/2024 Zurich Insurance Group Ltd FI665,696$40.97M0.3%-44.7%0.324%
11/15/2024 National Bank of Canada FI14,749$908K0.0%-5.0%0.007%
11/15/2024 Glen Eagle Advisors LLC2,034$125K0.0%-21.1%0.001%
11/15/2024 United Services Automobile Association10,493$646K0.0%-20.6%0.005%
11/15/2024 Kovitz Investment Group Partners LLC3,912$220K0.0%N/A0.002%
11/15/2024 Weiss Asset Management LP56,256$3.46M0.1%N/A0.027%
11/15/2024 Two Sigma Advisers LP280,800$17.28M0.0%-41.5%0.137%
11/15/2024 State Street Corp4,975,291$306.23M0.0%-2.9%2.421%
11/15/2024 Stifel Financial Corp10,235$630K0.0%-68.4%0.005%
11/15/2024 Quadrature Capital Ltd9,347$575K0.0%-31.5%0.005%
11/15/2024 Quantinno Capital Management LP99,243$6.11M0.1%+7.3%0.048%
11/15/2024 Quarry LP1,140$70K0.0%N/A0.001%
11/15/2024 Redwood Investment Management LLC83,081$5.08M0.5%-32.0%0.040%
11/15/2024 Point72 DIFC Ltd13,158$810K0.0%N/A0.006%
11/15/2024 Point72 Asset Management L.P.1,999$123K0.0%N/A0.001%
11/15/2024 Prana Capital Management LP27,121$1.67M0.1%+198.1%0.013%
11/15/2024 Intrepid Capital Management Inc.81,491$5.02M2.8%+0.8%0.040%
11/15/2024 Janus Henderson Group PLC512,100$31.52M0.0%-14.1%0.249%
11/15/2024 HighTower Advisors LLC31,411$1.93M0.0%-5.9%0.015%
11/15/2024 Cinctive Capital Management LP221,864$13.66M0.7%+261.6%0.108%
11/15/2024 ClearAlpha Technologies LP6,456$397K0.1%-21.4%0.003%
11/15/2024 Beacon Investment Advisory Services Inc.163,445$10.06M0.4%+2.2%0.080%
11/15/2024 Point72 Asia Singapore Pte. Ltd.23,139$1.42M0.3%N/A0.011%
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11/15/2024 Point72 Hong Kong Ltd56,839$3.50M0.2%N/A0.028%
11/14/2024 Edgestream Partners L.P.47,523$2.93M0.1%-5.0%0.023%
11/14/2024 Verition Fund Management LLC36,950$2.27M0.0%+530.5%0.018%
11/14/2024 Captrust Financial Advisors833,695$51.31M0.2%-46.8%0.406%
11/14/2024 Capstone Investment Advisors LLC3,984$245K0.0%N/A0.002%
11/14/2024 Rockefeller Capital Management L.P.38,555$2.37M0.0%+47.6%0.019%
11/14/2024 Epacria Capital Partners LLC54,181$3.34M2.3%-49.6%0.026%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC432,847$26.64M0.0%-10.8%0.211%
11/14/2024 MetLife Investment Management LLC89,510$5.51M0.0%-5.8%0.044%
11/13/2024 Bridgewater Associates LP29,488$1.82M0.0%+10.3%0.014%
11/13/2024 Carlson Capital Management4,000$246K0.0%N/A0.002%
11/13/2024 BNP Paribas Financial Markets17,731$1.09M0.0%+28.0%0.009%
11/13/2024 Rock Point Advisors LLC214,686$13.21M3.6%-18.2%0.104%
11/13/2024 FMR LLC3,286,958$202.31M0.0%+782.5%1.599%
11/13/2024 The Manufacturers Life Insurance Company137,216$8.45M0.0%-7.0%0.067%
11/13/2024 Qsemble Capital Management LP7,628$470K0.1%-73.4%0.004%
11/13/2024 Bank of Montreal Can132,788$8.11M0.0%+507.3%0.065%
11/13/2024 Loomis Sayles & Co. L P503,052$30.96M0.0%-15.3%0.245%
11/13/2024 Wittenberg Investment Management Inc.45,437$2.80M0.9%-17.6%0.022%
11/13/2024Fisher Asset Management LLC780,877$48.06M0.0%+95.7%0.380%
11/12/2024 Pitcairn Co.4,823$297K0.0%-11.2%0.002%
11/12/2024 Algert Global LLC124,882$7.69M0.2%-14.7%0.061%
11/12/2024 Kingsview Wealth Management LLC6,141$378K0.0%-2.2%0.003%
11/12/2024 Cerity Partners LLC460,847$28.37M0.1%+119.8%0.224%
11/12/2024 Covenant Asset Management LLC54,216$3.34M0.5%N/A0.026%
11/12/2024 Citigroup Inc.1,607,256$98.93M0.1%-24.3%0.782%
11/12/2024 Raymond James Trust N.A.14,135$870K0.0%-15.9%0.007%
11/12/2024 AlphaCore Capital LLC40,382$2.49M0.6%-0.5%0.020%
11/12/2024 Charles Schwab Investment Management Inc.1,170,577$72.05M0.0%-4.5%0.570%
11/12/2024 L & S Advisors Inc42,181$2.60M0.3%N/A0.021%
11/9/2024 Creekside Partners3,910$241K0.1%N/A0.002%
11/9/2024 Intech Investment Management LLC27,467$1.69M0.0%-54.5%0.013%
11/8/2024 Moors & Cabot Inc.24,100$1.48M0.1%-11.6%0.012%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.5,089$313K0.0%N/A0.002%
11/8/2024 Segall Bryant & Hamill LLC54,064$3.33M0.0%N/A0.026%
11/8/2024 Fifth Third Wealth Advisors LLC5,421$334K0.0%-15.1%0.003%
11/7/2024 Caprock Group LLC3,679$226K0.0%N/A0.002%
11/7/2024 LMR Partners LLP7,800$480K0.0%N/A0.004%
11/7/2024 AMG National Trust Bank28,114$1.73M0.0%-23.2%0.014%
11/7/2024 Swiss National Bank320,900$19.75M0.0%-3.8%0.156%
11/7/2024 Thrivent Financial for Lutherans57,945$3.57M0.0%-45.4%0.028%
11/6/2024 Mutual of America Capital Management LLC87,737$5.40M0.1%-9.7%0.043%
11/6/2024 Natixis Advisors LLC34,562$2.13M0.0%+5.5%0.017%
11/6/2024 Empowered Funds LLC41,835$2.58M0.0%-7.7%0.020%
11/6/2024 CIBC Asset Management Inc6,162$379K0.0%+3.4%0.003%
11/6/2024 Huntington National Bank1,274$78K0.0%+14,055.6%0.001%
11/6/2024 KBC Group NV110,259$6.79M0.0%+1.0%0.054%
11/6/2024 Oppenheimer & Co. Inc.299,297$18.42M0.3%+2.7%0.146%
11/6/2024 MQS Management LLC4,159$256K0.1%N/A0.002%
11/5/2024 Simmons Bank8,317$512K0.0%+29.4%0.004%
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11/5/2024 Victory Capital Management Inc.89,605$5.52M0.0%+45.5%0.044%
11/5/2024 GSA Capital Partners LLP5,394$332K0.0%N/A0.003%
11/5/2024 Entropy Technologies LP24,001$1.48M0.2%+74.9%0.012%
11/4/2024 Lisanti Capital Growth LLC27,920$1.72M0.4%N/A0.014%
11/4/2024 Intrinsic Value Partners LLC31,363$1.93M1.9%-0.6%0.015%
11/4/2024 State of New Jersey Common Pension Fund D46,979$2.89M0.0%+5.6%0.023%
11/4/2024 Crossmark Global Holdings Inc.11,841$729K0.0%-5.4%0.006%
11/1/2024 Carmel Capital Partners LLC19,474$1.20M0.5%+70.8%0.009%
11/1/2024Equitable Trust Co.16,920$1.04M0.1%-18.0%0.008%
11/1/2024 AEGON ASSET MANAGEMENT UK Plc389,536$23.97M0.3%-14.7%0.190%
(Data available from 1/1/2016 forward)

JEF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JEF shares?

During the previous two years, 456 institutional investors and hedge funds held shares of Jefferies Financial Group. The most heavily invested institutionals were Vanguard Group Inc. ($707.09M), BlackRock Inc. ($585.52M), Allspring Global Investments Holdings LLC ($400.73M), TFO Wealth Partners LLC ($353M), State Street Corp ($306.23M), Massachusetts Mutual Life Insurance Co. ($286.48M), and First Pacific Advisors LP ($269.21M).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 360 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: Allspring Global Investments Holdings LLC ($6.98M), Massachusetts Mutual Life Insurance Co. ($4.65M), FMR LLC ($2.91M), Norges Bank ($2.20M), Marshall Wace LLP ($1.53M), Artemis Investment Management LLP ($1.28M), and Ceredex Value Advisors LLC ($1.20M).

How much institutional buying is happening at Jefferies Financial Group?

Institutional investors have bought a total of 41,696,407 shares in the last 24 months. This purchase volume represents approximately $1.89B in transactions.

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

Of the 245 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 ($2.92M), Donald Smith & CO. Inc. ($2.43M), Burgundy Asset Management Ltd. ($1.05M), Wedge Capital Management L L P NC ($951.34K), Envestnet Asset Management Inc. ($836.18K), and Barclays PLC ($833.82K).

How much institutional selling is happening at Jefferies Financial Group?

Institutional investors have sold a total of 30,599,663 shares in the last 24 months. This volume of shares sold represents approximately $1.28B in transactions.



This page (NYSE:JEF) was last updated on 12/21/2024 by MarketBeat.com Staff
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