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 637 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 $7.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
28,288
shares
|
$1.61 Million
0.0% of portfolio
|
Q1 2025
Added 161.88%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
28,000
shares
|
$1.6 Million
0.28% of portfolio
|
Q4 2021
Reduced -0.0%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
27,894
shares
|
$1.59 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
27,844
shares
|
$1.59 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.92%
|
|
|
Man Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
27,697
shares
|
$1.58 Million
0.0% of portfolio
|
Q1 2025
Added 185.89%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Apr 28, 2025 Q1 2025 |
27,627
shares
|
$1.58 Million
0.46% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Epacria Capital Partners, LLC
Boulder, CO |
May 15, 2025 Q1 2025 |
27,381
shares
|
$1.56 Million
1.19% of portfolio
|
Q1 2025
Reduced 33.02%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
26,980
shares
|
$1.54 Million
0.07% of portfolio
|
Q1 2025
Reduced 55.08%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
26,846
shares
|
$1.53 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
26,001
shares
|
$1.48 Million
0.0% of portfolio
|
Q1 2025
Added 11.94%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
25,615
shares
|
$1.46 Million
0.01% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
May 07, 2025 Q1 2025 |
25,000
shares
|
$1.43 Million
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
24,941
shares
|
$1.42 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
24,935
shares
|
$1.42 Million
0.64% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
24,792
shares
|
$1.41 Million
0.14% of portfolio
|
Q1 2025
Added 6.19%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
24,743
shares
|
$1.41 Million
0.09% of portfolio
|
Q1 2020
Reduced 50.0%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
24,672
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2023
Added 183.52%
|
|
|
Lecap Asset Management LTD
London, X0 |
Jul 21, 2025 Q2 2025 |
24,584
shares
|
$1.4 Million
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
24,129
shares
|
$1.38 Million
0.0% of portfolio
|
Q1 2025
Added 522.52%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
23,979
shares
|
$1.37 Million
0.01% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
23,789
shares
|
$1.36 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
23,219
shares
|
$1.32 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.71%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
23,039
shares
|
$1.31 Million
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
22,909
shares
|
$1.31 Million
0.0% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
22,632
shares
|
$1.29 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.02%
|