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Jefferies Financial Group (JEF) Institutional Ownership

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$77.95 +2.20 (+2.91%)
Closing price 03:59 PM Eastern
Extended Trading
$78.60 +0.65 (+0.83%)
As of 06:41 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)
235
Total
Institutional Inflows
(last 12 months)
$1.47B
Number of
Institutional Sellers
(last 12 months)
170
Total
Institutional Outflows
(last 12 months)
$734.82M
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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
1/21/2025Compass Wealth Management LLC2,700$212K0.1%-10.0%0.001%
1/21/2025AEGON ASSET MANAGEMENT UK Plc255,318$20.03M0.3%-34.5%0.124%
1/21/2025Fifth Third Bancorp2,524$198K0.0%-8.8%0.001%
1/17/2025 Beacon Investment Advisory Services Inc.172,151$13.50M0.6%+5.3%0.084%
1/17/2025 Janney Montgomery Scott LLC4,154$326K0.0%N/A0.002%
1/17/2025 Redmont Wealth Advisors LLC13,829$1.08M1.9%-9.2%0.007%
1/17/2025 SG Americas Securities LLC1,732$136K0.0%-83.8%0.001%
1/17/2025 MBM Wealth Consultants LLC27,843$2.20M0.7%-1.2%0.014%
1/17/2025 Nisa Investment Advisors LLC75,852$5.95M0.0%-0.7%0.037%
1/17/2025 Atomi Financial Group Inc.7,012$550K0.0%+5.3%0.003%
1/16/2025 Crossmark Global Holdings Inc.12,202$956K0.0%+3.0%0.006%
1/16/2025 Ervin Investment Management LLC35,150$2.76M1.8%-62.7%0.017%
1/16/2025 M.E. Allison & CO. Inc.5,400$423K0.5%N/A0.003%
1/16/2025 Artemis Investment Management LLP1,394,805$109.35M1.6%+9.3%0.679%
1/15/2025 Kera Capital Partners Inc.39,042$3.06M0.9%N/A0.019%
1/15/2025 HB Wealth Management LLC5,391$423K0.0%N/A0.003%
1/15/2025 Shelton Wealth Management LLC14,865$1.17M0.6%-6.3%0.007%
1/15/2025 Lake Street Private Wealth LLC2,750$216K0.0%N/A0.001%
1/15/2025 Whitener Capital Management Inc.5,595$439K0.1%-5.1%0.003%
1/15/2025 Wedge Capital Management L L P NC27,978$2.19M0.0%-16.4%0.014%
1/15/2025 Boston Common Asset Management LLC119,305$9.35M0.3%-25.3%0.058%
1/15/2025 Ritholtz Wealth Management4,509$354K0.0%+21.4%0.002%
1/15/2025 Gateway Investment Advisers LLC55,801$4.38M0.0%+0.5%0.027%
1/15/2025 Hennion & Walsh Asset Management Inc.60,068$4.71M0.2%+4.0%0.029%
1/14/2025 USA Financial Formulas4,891$383K0.1%-13.0%0.002%
1/14/2025 Park Avenue Securities LLC34,088$2.67M0.0%+39.1%0.017%
1/14/2025 Assenagon Asset Management S.A.802,366$62.91M0.1%+157.2%0.390%
1/13/2025 Miracle Mile Advisors LLC3,405$267K0.0%N/A0.002%
1/13/2025 Friedenthal Financial9,845$772K0.5%N/A0.005%
1/13/2025 Kwmg LLC14,477$1.14M0.1%-7.0%0.007%
1/13/2025 Harbour Capital Advisors LLC27,435$2.22M0.5%+27.3%0.013%
1/10/2025 Wealth Enhancement Advisory Services LLC142,894$11.20M0.0%-0.2%0.070%
1/7/2025 Diversified Trust Co27,088$2.12M0.1%N/A0.013%
1/6/2025 Insight Wealth Strategies LLC55,943$4.39M0.6%N/A0.027%
1/6/2025 Bard Financial Services Inc.20,800$1.63M0.2%-3.5%0.010%
1/6/2025 Neville Rodie & Shaw Inc.2,813$221K0.0%N/A0.001%
1/3/2025 Everence Capital Management Inc.3,340$262K0.0%N/A0.002%
1/3/2025 GAMMA Investing LLC514$40K0.0%+158.3%0.000%
12/26/2024JPMorgan Chase & Co.2,504,513$154.15M0.0%+7.2%1.219%
12/19/2024Principal Financial Group Inc.1,598,703$98.41M0.1%-4.3%0.778%
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12/13/2024Lord Abbett & CO. LLC104,868$6.46M0.0%N/A0.051%
12/6/2024Retirement Systems of Alabama496,197$30.54M0.1%-2.4%0.241%
11/27/2024Franklin Resources Inc.280,026$18.17M0.0%+232.9%0.136%
11/25/2024Tidal Investments LLC4,098$252K0.0%N/A0.002%
11/25/2024Wilmington Savings Fund Society FSB524$32K0.0%N/A0.000%
11/25/2024Sanctuary 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%
11/18/2024Teachers Retirement System of The State of Kentucky60,225$3.71M0.0%-2.4%0.029%
11/16/2024Geode Capital Management LLC2,781,009$171.22M0.0%-2.6%1.353%
11/15/2024M&T Bank Corp46,818$2.88M0.0%-5.4%0.023%
11/15/2024Barclays PLC2,014,387$123.99M0.0%+20.6%0.980%
11/15/2024Public Employees Retirement System of Ohio68,001$4.19M0.0%-1.0%0.033%
11/15/2024MML Investors Services LLC6,487$399K0.0%-4.6%0.003%
11/15/2024Massachusetts Mutual Life Insurance Co.4,654,362$286.48M16.7%N/A2.265%
11/15/2024Orion Portfolio Solutions LLC14,808$911K0.0%-1.3%0.007%
11/15/2024XTX Topco Ltd12,811$789K0.1%+44.2%0.006%
11/15/2024Zurich Insurance Group Ltd FI665,696$40.97M0.3%-44.7%0.324%
11/15/2024National Bank of Canada FI14,749$908K0.0%-5.0%0.007%
11/15/2024Glen Eagle Advisors LLC2,034$125K0.0%-21.1%0.001%
11/15/2024United Services Automobile Association10,493$646K0.0%-20.6%0.005%
11/15/2024Kovitz Investment Group Partners LLC3,912$220K0.0%N/A0.002%
11/15/2024Weiss Asset Management LP56,256$3.46M0.1%N/A0.027%
11/15/2024Two Sigma Advisers LP280,800$17.28M0.0%-41.5%0.137%
11/15/2024State Street Corp4,975,291$306.23M0.0%-2.9%2.421%
11/15/2024Stifel Financial Corp10,235$630K0.0%-68.4%0.005%
11/15/2024Quadrature Capital Ltd9,347$575K0.0%-31.5%0.005%
11/15/2024Quantinno Capital Management LP99,243$6.11M0.1%+7.3%0.048%
11/15/2024Quarry LP1,140$70K0.0%N/A0.001%
11/15/2024Redwood Investment Management LLC83,081$5.08M0.5%-32.0%0.040%
11/15/2024Point72 DIFC Ltd13,158$810K0.0%N/A0.006%
11/15/2024Point72 Asset Management L.P.1,999$123K0.0%N/A0.001%
11/15/2024Prana Capital Management LP27,121$1.67M0.1%+198.1%0.013%
11/15/2024Intrepid Capital Management Inc.81,491$5.02M2.8%+0.8%0.040%
11/15/2024Janus Henderson Group PLC512,100$31.52M0.0%-14.1%0.249%
11/15/2024HighTower Advisors LLC31,411$1.93M0.0%-5.9%0.015%
11/15/2024Cinctive Capital Management LP221,864$13.66M0.7%+261.6%0.108%
11/15/2024ClearAlpha 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%
11/15/2024Point72 Asia Singapore Pte. Ltd.23,139$1.42M0.3%N/A0.011%
11/15/2024Point72 Hong Kong Ltd56,839$3.50M0.2%N/A0.028%
11/14/2024Edgestream Partners L.P.47,523$2.93M0.1%-5.0%0.023%
11/14/2024Verition Fund Management LLC36,950$2.27M0.0%+530.5%0.018%
11/14/2024Captrust Financial Advisors833,695$51.31M0.2%-46.8%0.406%
11/14/2024Capstone Investment Advisors LLC3,984$245K0.0%N/A0.002%
11/14/2024Rockefeller Capital Management L.P.38,555$2.37M0.0%+47.6%0.019%
11/14/2024Epacria Capital Partners LLC54,181$3.34M2.3%-49.6%0.026%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC432,847$26.64M0.0%-10.8%0.211%
11/14/2024MetLife Investment Management LLC89,510$5.51M0.0%-5.8%0.044%
11/13/2024Bridgewater Associates LP29,488$1.82M0.0%+10.3%0.014%
11/13/2024Carlson Capital Management4,000$246K0.0%N/A0.002%
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11/13/2024BNP Paribas Financial Markets17,731$1.09M0.0%+28.0%0.009%
11/13/2024Rock Point Advisors LLC214,686$13.21M3.6%-18.2%0.104%
11/13/2024FMR LLC3,286,958$202.31M0.0%+782.5%1.599%
11/13/2024The Manufacturers Life Insurance Company137,216$8.45M0.0%-7.0%0.067%
11/13/2024Qsemble Capital Management LP7,628$470K0.1%-73.4%0.004%
11/13/2024Bank of Montreal Can132,788$8.11M0.0%+507.3%0.065%
11/13/2024Loomis Sayles & Co. L P503,052$30.96M0.0%-15.3%0.245%
11/13/2024Wittenberg 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%
11/12/2024Pitcairn Co.4,823$297K0.0%-11.2%0.002%
(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, 466 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 368 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 ($1.39M), and Assenagon Asset Management S.A. ($1.30M).

How much institutional buying is happening at Jefferies Financial Group?

Institutional investors have bought a total of 42,584,259 shares in the last 24 months. This purchase volume represents approximately $1.96B in transactions.

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

Of the 252 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 ($933.41K), 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 30,816,240 shares in the last 24 months. This volume of shares sold represents approximately $1.30B in transactions.



This page (NYSE:JEF) was last updated on 1/21/2025 by MarketBeat.com Staff
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