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Jefferies Financial Group (JEF) Institutional Ownership

Jefferies Financial Group logo
$54.42 -5.87 (-9.73%)
Closing price 03/27/2025 03:59 PM Eastern
Extended Trading
$54.27 -0.15 (-0.28%)
As of 03/27/2025 07:20 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Current
Institutional Ownership
Percentage
60.88%
Number of
Institutional Buyers
(last 12 months)
321
Total
Institutional Inflows
(last 12 months)
$3.04B
Number of
Institutional Sellers
(last 12 months)
222
Total
Institutional Outflows
(last 12 months)
$1.23B
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JEF Institutional Buying and Selling by Quarter

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Jefferies Financial Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/18/2025 California 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%
3/17/2025 Wealth 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%
2/27/2025 HWG Holdings LP35,333$2.77M0.9%-34.0%0.017%
2/21/2025 AlphaCore Capital LLC40,153$3.15M0.7%-0.6%0.019%
2/20/2025 Mackenzie Financial Corp23,228$1.82M0.0%-8.0%0.011%
2/20/2025 Forum Financial Management LP7,722$605K0.0%+5.9%0.004%
2/19/2025 Public Employees Retirement System of Ohio63,516$4.98M0.0%-6.6%0.031%
2/18/2025 Barrow Hanley Mewhinney & Strauss LLC2,048,009$160.56M0.5%-15.7%0.994%
2/18/2025 Vise Technologies Inc.2,785$218K0.0%N/A0.001%
2/18/2025 Gordian Capital Singapore Pte Ltd1,800$141K0.1%N/A0.001%
2/18/2025 Poehling Capital Management INC.116,548$9.14M2.2%-1.4%0.057%
2/18/2025 Arrowpoint Investment Partners Singapore Pte. Ltd.8,017$629K0.1%N/A0.004%
2/18/2025 Focus Partners Advisor Solutions LLC4,807$377K0.0%N/A0.002%
2/18/2025 Glen Eagle Advisors LLC1,835$144K0.0%-9.8%0.001%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC463,577$36.34M0.0%+7.1%0.225%
2/17/2025 Voloridge Investment Management LLC461,546$36.19M0.1%-26.2%0.224%
2/17/2025 Williams Jones Wealth Management LLC.2,600$204K0.0%-44.7%0.001%
2/17/2025 Zurich Insurance Group Ltd FI547,160$42.90M0.3%-17.8%0.265%
2/17/2025 Vident Advisory LLC6,367$499K0.0%-4.9%0.003%
2/17/2025 Wexford Capital LP2,691$211K0.0%N/A0.001%
2/17/2025 Two Sigma Advisers LP432,200$33.88M0.1%+53.9%0.210%
2/17/2025 Two Sigma Investments LP655,655$51.40M0.1%+9.7%0.318%
2/17/2025 Tidal Investments LLC20,168$1.58M0.0%+392.1%0.010%
2/17/2025 Silvercrest Asset Management Group LLC12,600$988K0.0%-12.2%0.006%
2/17/2025 Redwood Investment Management LLC23,347$1.83M0.2%-71.9%0.011%
2/17/2025 Private Capital Management LLC516,020$40.46M4.2%-11.3%0.250%
2/17/2025 ProShare Advisors LLC7,595$595K0.0%+7.3%0.004%
2/17/2025 Quantinno Capital Management LP107,439$8.42M0.1%+8.3%0.052%
2/17/2025 Man Group plc9,688$760K0.0%-89.3%0.005%
2/17/2025 Nomura Holdings Inc.21,541$1.69M0.0%N/A0.010%
2/17/2025 NorthRock Partners LLC5,741$450K0.0%N/A0.003%
2/17/2025 Nuveen Asset Management LLC1,414,739$110.92M0.0%-7.6%0.686%
2/17/2025 Maven Securities LTD5,200$408K0.0%N/A0.003%
2/17/2025 LMR Partners LLP35,424$2.78M0.0%+354.2%0.017%
2/17/2025 Laurion Capital Management LP68,038$5.33M0.1%-7.1%0.033%
2/17/2025 Janus 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%
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2/17/2025 Ground Swell Capital LLC3,564$279K0.4%N/A0.002%
2/17/2025 Focus Partners Wealth268,342$21.04M0.1%+3.3%0.130%
2/17/2025 Ellevest Inc.4,663$366K0.0%+20.1%0.002%
2/17/2025 Ethic Inc.15,781$1.24M0.0%+197.9%0.008%
2/17/2025 First Manhattan CO. LLC.217,399$17.04M0.1%-0.3%0.105%
2/17/2025 FORA Capital LLC10,439$818K0.1%N/A0.005%
2/17/2025 FJ Capital Management LLC26,236$2.06M0.2%+20.1%0.013%
2/17/2025 Fred Alger Management LLC52,876$4.15M0.0%N/A0.026%
2/17/2025 Deutsche Bank AG604,102$47.36M0.0%-12.5%0.293%
2/17/2025 DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main97,244$7.62M0.0%N/A0.047%
2/17/2025 Epacria Capital Partners LLC40,881$3.21M2.7%-24.5%0.020%
2/17/2025 CoreCap Advisors LLC2,842$223K0.0%+7.6%0.001%
2/17/2025 Cresset Asset Management LLC54,227$4.25M0.0%-35.9%0.026%
2/17/2025 Cetera Investment Advisers32,722$2.57M0.0%+82.7%0.016%
2/17/2025 Centiva Capital LP28,335$2.22M0.0%-0.7%0.014%
2/17/2025 Capstone Investment Advisors LLC3,570$280K0.0%-10.4%0.002%
2/17/2025 Captrust Financial Advisors834,146$65.40M0.2%+0.1%0.405%
2/17/2025 Balyasny Asset Management L.P.134,095$10.51M0.0%-84.8%0.065%
2/17/2025 Bank of America Corp DE1,805,897$141.58M0.0%+135.1%0.876%
2/17/2025 BNP Paribas Financial Markets20,286$1.59M0.0%+14.4%0.010%
2/17/2025 Ameriprise Financial Inc.355,482$27.87M0.0%-4.7%0.172%
2/17/2025 Algert Global LLC9,748$764K0.0%-92.2%0.005%
2/17/2025 Alteri Wealth LLC7,562$593K0.2%N/A0.004%
2/17/2025 Ancora Advisors LLC14,775$1.16M0.0%-2.2%0.007%
2/14/2025 Mercer Global Advisors Inc. ADV28,258$2.22M0.0%-18.0%0.014%
2/14/2025 Bison Wealth LLC2,856$224K0.0%N/A0.001%
2/14/2025 Comerica Bank78,221$6.13M0.0%+7.1%0.038%
2/14/2025 Schonfeld Strategic Advisors LLC54,485$4.27M0.0%+837.3%0.026%
2/14/2025 AQR Capital Management LLC145,295$11.39M0.0%+32.4%0.070%
2/14/2025 AdvisorShares Investments LLC6,500$510K0.1%N/A0.003%
2/14/2025 Northern Trust Corp1,582,075$124.04M0.0%+17.2%0.768%
2/14/2025 The Manufacturers Life Insurance Company 134,297$10.53M0.0%-2.1%0.065%
2/14/2025 Susquehanna Fundamental Investments LLC256,935$20.14M0.3%N/A0.125%
2/14/2025 Coldstream Capital Management Inc.13,553$1.06M0.0%+22.2%0.007%
2/14/2025 Arnhold LLC79,820$6.26M0.6%-31.3%0.039%
2/14/2025 Lord Abbett & CO. LLC90,851$7.12M0.0%-13.4%0.044%
2/14/2025 Kovitz Investment Group Partners LLC3,610$283K0.0%-7.7%0.002%
2/14/2025 Voya Investment Management LLC100,326$7.87M0.0%-21.6%0.049%
2/14/2025 Evercore Wealth Management LLC16,663$1.31M0.0%-7.1%0.008%
2/14/2025 Price T Rowe Associates Inc. MD114,592$8.99M0.0%+5.6%0.056%
2/14/2025 Pinebridge Investments L.P.44,959$3.53M0.0%+42.7%0.022%
2/14/2025 Dark Forest Capital Management LP4,016$315K0.0%N/A0.002%
2/14/2025 Quantessence Capital LLC3,623$284K0.1%N/A0.002%
2/14/2025 Hsbc Holdings PLC10,802$852K0.0%+193.4%0.005%
2/14/2025 Stifel Financial Corp29,392$2.30M0.0%+187.2%0.014%
2/14/2025 OneDigital Investment Advisors LLC3,945$309K0.0%N/A0.002%
2/14/2025 State of Tennessee Department of Treasury68,857$5.40M0.0%-2.7%0.033%
2/14/2025 TD Waterhouse Canada Inc.35,236$2.76M0.0%+1,376.2%0.017%
2/14/2025 Tower Research Capital LLC TRC 13,998$1.10M0.0%-10.6%0.007%
2/14/2025 Teachers Retirement System of The State of Kentucky50,535$3.96M0.0%-16.1%0.025%
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2/14/2025 MML Investors Services LLC17,713$1.39M0.0%+173.1%0.009%
2/14/2025 MetLife Investment Management LLC97,050$7.61M0.0%+8.4%0.047%
2/14/2025 Ossiam2,664$209K0.0%-14.9%0.001%
2/14/2025 Beck Mack & Oliver LLC1,357,834$106.45M2.0%-2.7%0.659%
2/14/2025 Dimensional Fund Advisors LP3,137,457$245.99M0.1%-15.8%1.522%
2/14/2025 First Trust Advisors LP586,351$45.97M0.0%+62.7%0.284%
2/14/2025 Forum Financial Management LP7,722$605K0.0%+5.9%0.004%
2/14/2025 Belmont Capital LLC3,863$303K0.0%-3.9%0.002%
2/14/2025 1492 Capital Management LLC97,285$7.63M3.6%-1.3%0.047%
2/13/2025 CANADA LIFE ASSURANCE Co143,326$11.24M0.0%-18.8%0.070%
(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, 552 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 447 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 63,879,329 shares in the last 24 months. This purchase volume represents approximately $3.72B in transactions.

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

Of the 293 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), Allspring Global Investments Holdings LLC ($891.91K), and Private Management Group Inc. ($889.39K).

How much institutional selling is happening at Jefferies Financial Group?

Institutional investors have sold a total of 36,258,283 shares in the last 24 months. This volume of shares sold represents approximately $1.85B in transactions.



This page (NYSE:JEF) was last updated on 3/28/2025 by MarketBeat.com Staff
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