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 142 Million shares, which have been reported (via 13F filing form) to have a value of $9.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
24,654
shares
|
$1.72 Million
0.0% of portfolio
|
Q2 2025
Added 80.1%
|
|
|
Lecap Asset Management LTD
London, X0 |
Jul 21, 2025 Q2 2025 |
24,584
shares
|
$1.71 Million
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
24,534
shares
|
$1.71 Million
0.56% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
24,274
shares
|
$1.69 Million
0.02% of portfolio
|
Q2 2025
Added 12.44%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
23,979
shares
|
$1.67 Million
0.01% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Quantbot Technologies LP
New York, NY |
Aug 13, 2025 Q2 2025 |
23,358
shares
|
$1.63 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Aug 13, 2025 Q2 2025 |
23,091
shares
|
$1.61 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.19%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
22,995
shares
|
$1.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.7%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Aug 13, 2025 Q2 2025 |
22,390
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
22,283
shares
|
$1.55 Million
0.05% of portfolio
|
Q2 2025
Reduced 17.41%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
22,165
shares
|
$1.54 Million
0.03% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
22,068
shares
|
$1.54 Million
0.05% of portfolio
|
Q2 2025
Reduced 20.89%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
21,923
shares
|
$1.53 Million
0.04% of portfolio
|
Q2 2022
Reduced 3.9%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
21,621
shares
|
$1.51 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
21,495
shares
|
$1.5 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
|
$1.5 Million
0.03% of portfolio
|
Q3 2023
Reduced 2.68%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
21,410
shares
|
$1.49 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
21,243
shares
|
$1.48 Million
0.05% of portfolio
|
Q3 2024
Reduced 62.36%
|
|
|
Xponance, Inc.
|
Aug 14, 2025 Q2 2025 |
21,238
shares
|
$1.48 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.72%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
20,889
shares
|
$1.46 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.82%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
20,781
shares
|
$1.45 Million
0.22% of portfolio
|
Q2 2025
Added 59.84%
|
|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
20,306
shares
|
$1.41 Million
0.55% of portfolio
|
Q2 2025
Added 38.71%
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
20,175
shares
|
$1.41 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
20,112
shares
|
$1.4 Million
0.21% of portfolio
|
Q1 2024
Reduced 0.37%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
20,091
shares
|
$1.4 Million
0.08% of portfolio
|
Q2 2025
New holding
|