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 |
|---|---|---|---|---|---|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
22,519
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
Reduced 95.86%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
22,507
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
Added 55.09%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
May 05, 2025 Q1 2025 |
22,202
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
21,923
shares
|
$1.25 Million
0.04% of portfolio
|
Q2 2022
Reduced 3.9%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
21,779
shares
|
$1.24 Million
0.03% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
21,621
shares
|
$1.23 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
21,588
shares
|
$1.23 Million
0.02% of portfolio
|
Q1 2025
Added 10.53%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
21,495
shares
|
$1.23 Million
0.0% of portfolio
|
Q2 2023
Reduced 2.42%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
21,476
shares
|
$1.22 Million
0.03% of portfolio
|
Q3 2023
Reduced 2.68%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
21,410
shares
|
$1.22 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
21,243
shares
|
$1.21 Million
0.05% of portfolio
|
Q3 2024
Reduced 62.36%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
21,145
shares
|
$1.21 Million
0.06% of portfolio
|
Q1 2025
Reduced 19.99%
|
|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2025 Q1 2025 |
20,987
shares
|
$1.2 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
20,781
shares
|
$1.19 Million
0.22% of portfolio
|
Q2 2025
Added 59.84%
|
|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
20,306
shares
|
$1.16 Million
0.55% of portfolio
|
Q2 2025
Added 38.71%
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
20,175
shares
|
$1.15 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
20,112
shares
|
$1.15 Million
0.21% of portfolio
|
Q1 2024
Reduced 0.37%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
20,091
shares
|
$1.15 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
20,000
shares
|
$1.14 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
May 15, 2025 Q1 2025 |
20,000
shares
|
$1.14 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Twinbeech Capital LP
Purchase, NY |
May 15, 2025 Q1 2025 |
19,927
shares
|
$1.14 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
19,808
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2025
Added 55.96%
|
|
|
Carmel Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
19,398
shares
|
$1.11 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
18,700
shares
|
$1.07 Million
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
18,649
shares
|
$1.06 Million
0.03% of portfolio
|
Q1 2025
Reduced 10.01%
|