Institutional Ownership Jefferies Financial Group Inc. (JEF)
This table provides information about the institutional ownership of Jefferies Financial Group Inc. (JEF). We have compiled data on the 638 institutions that hold shares in the stock, with a total of 137 Million shares, which have been reported (via 13F filing form) to have a value of $7.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
16,036,731
shares
|
$894 Million
0.02% of portfolio
|
Q2 2024
Added 1.87%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
15,275,117
shares
|
$851 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
9,247,081
shares
|
$515 Million
9.17% of portfolio
|
Q4 2024
New holding
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
6,808,340
shares
|
$379 Million
0.14% of portfolio
|
Q1 2025
Added 13.69%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
6,412,167
shares
|
$357 Million
0.64% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
5,126,514
shares
|
$286 Million
0.02% of portfolio
|
Q1 2025
Added 30.06%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
5,092,960
shares
|
$284 Million
0.01% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
2,966,448
shares
|
$165 Million
0.01% of portfolio
|
Q1 2025
Added 6.79%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
2,801,325
shares
|
$156 Million
0.04% of portfolio
|
Q1 2025
Added 31.24%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
2,613,516
shares
|
$146 Million
0.04% of portfolio
|
Q1 2025
Reduced 16.7%
|
|
|
First Pacific Advisors, LP
Los Angeles, CA |
May 06, 2025 Q1 2025 |
2,580,823
shares
|
$144 Million
2.48% of portfolio
|
Q1 2025
Reduced 7.88%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,339,321
shares
|
$130 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.54%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
2,083,808
shares
|
$116 Million
0.02% of portfolio
|
Q1 2025
Reduced 60.64%
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
1,974,292
shares
|
$110 Million
0.4% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,695,050
shares
|
$94.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
1,631,953
shares
|
$90.9 Million
0.05% of portfolio
|
Q1 2025
Added 1132.69%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
1,587,779
shares
|
$88.5 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
1,579,397
shares
|
$88 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
1,551,611
shares
|
$86.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
1,434,078
shares
|
$79.9 Million
0.03% of portfolio
|
Q1 2025
Added 84.15%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,414,739
shares
|
$78.8 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.63%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,312,904
shares
|
$73.2 Million
1.61% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
1,227,435
shares
|
$68.4 Million
0.08% of portfolio
|
Q1 2025
Added 341.0%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
1,127,474
shares
|
$62.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
1,100,843
shares
|
$61.3 Million
0.02% of portfolio
|
Q1 2025
New holding
|