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 636 institutions that hold shares in the stock, with a total of 142 Million shares, which have been reported (via 13F filing form) to have a value of $8.69 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
|
$982 Million
0.02% of portfolio
|
Q2 2024
Added 1.87%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
14,952,778
shares
|
$916 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
9,247,081
shares
|
$566 Million
8.37% of portfolio
|
Q4 2024
New holding
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
6,990,180
shares
|
$428 Million
0.7% of portfolio
|
Q2 2025
Added 9.01%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
6,694,843
shares
|
$410 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
5,126,514
shares
|
$314 Million
0.02% of portfolio
|
Q1 2025
Added 30.06%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
4,837,147
shares
|
$296 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
2,932,742
shares
|
$180 Million
0.04% of portfolio
|
Q2 2025
Added 12.21%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2,880,295
shares
|
$176 Million
0.01% of portfolio
|
Q2 2025
Added 23.13%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
2,865,752
shares
|
$175 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
First Pacific Advisors, LP
Los Angeles, CA |
Aug 01, 2025 Q2 2025 |
2,580,283
shares
|
$158 Million
2.3% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
2,082,840
shares
|
$128 Million
0.05% of portfolio
|
Q2 2025
Added 45.24%
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
1,993,228
shares
|
$122 Million
0.39% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Norges Bank
Oslo, Q8 |
Aug 13, 2025 Q2 2025 |
1,962,996
shares
|
$120 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,688,785
shares
|
$103 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
1,673,724
shares
|
$102 Million
0.02% of portfolio
|
Q2 2025
Reduced 40.25%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
1,573,857
shares
|
$96.4 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
1,561,855
shares
|
$95.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 25.05%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
1,529,389
shares
|
$93.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
1,467,286
shares
|
$89.8 Million
0.16% of portfolio
|
Q2 2025
Added 38.45%
|
|
|
Eminence Capital, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
1,462,014
shares
|
$89.5 Million
1.06% of portfolio
|
Q2 2025
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,461,497
shares
|
$89.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.81%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,414,739
shares
|
$86.6 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.63%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
1,338,466
shares
|
$82 Million
0.08% of portfolio
|
Q2 2025
Added 9.05%
|
|
|
Artemis Investment Management LLP
|
Aug 11, 2025 Q2 2025 |
1,292,186
shares
|
$79.1 Million
0.98% of portfolio
|
Q2 2025
Added 187.13%
|