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 |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
19,931
shares
|
$1.39 Million
0.01% of portfolio
|
Q2 2025
Added 15.21%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Jul 25, 2025 Q2 2025 |
18,987
shares
|
$1.32 Million
0.02% of portfolio
|
Q2 2025
Added 15.17%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
18,665
shares
|
$1.3 Million
0.03% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Citadel Investment Advisory, Inc.
|
Aug 05, 2025 Q2 2025 |
18,420
shares
|
$1.28 Million
0.47% of portfolio
|
Q2 2025
Added 20.51%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
18,342
shares
|
$1.28 Million
0.03% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
State Of Alaska, Department Of Revenue
|
Jul 16, 2025 Q2 2025 |
18,329
shares
|
$1.28 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
17,566
shares
|
$1.22 Million
0.09% of portfolio
|
Q4 2022
Added 2.33%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
17,565
shares
|
$1.22 Million
0.01% of portfolio
|
Q2 2025
Added 28.21%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
17,412
shares
|
$1.21 Million
0.01% of portfolio
|
Q2 2025
Added 25.75%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
16,960
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Aug 11, 2025 Q2 2025 |
16,928
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Imc Chicago, LLC
|
Jul 22, 2025 Q2 2025 |
15,638
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
15,605
shares
|
$1.09 Million
0.03% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
15,025
shares
|
$1.05 Million
0.03% of portfolio
|
Q2 2024
Reduced 3.06%
|
|
|
Harbor Advisors LLC
|
Aug 13, 2025 Q2 2025 |
15,000
shares
|
$1.04 Million
0.14% of portfolio
|
Q2 2018
New holding
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
14,997
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Reduced 46.95%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
14,671
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
14,475
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Thoma Capital Management LLC
Towson, MD |
Mar 18, 2025 Q4 2024 |
14,413
shares
|
$1 Million
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
14,350
shares
|
$999,621
0.09% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
14,175
shares
|
$987,430
0.02% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
14,135
shares
|
$984,644
0.02% of portfolio
|
Q3 2024
Reduced 15.86%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
14,111
shares
|
$982,972
0.04% of portfolio
|
Q3 2022
Added 0.22%
|
|
|
Oak Thistle LLC
|
Aug 08, 2025 Q2 2025 |
13,881
shares
|
$966,950
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
13,400
shares
|
$933,444
0.03% of portfolio
|
Q2 2025
Added 98.37%
|