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 137 Million shares, which have been reported (via 13F filing form) to have a value of $7.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Thoma Capital Management LLC
Towson, MD |
Mar 18, 2025 Q4 2024 |
14,413
shares
|
$809,578
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
14,144
shares
|
$794,468
0.14% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
14,135
shares
|
$793,962
0.02% of portfolio
|
Q3 2024
Reduced 15.86%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
14,133
shares
|
$793,850
0.01% of portfolio
|
Q4 2024
Added 8.36%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
14,111
shares
|
$792,614
0.04% of portfolio
|
Q3 2022
Added 0.22%
|
|
|
Pine Bridge Investments, L.P.
|
May 14, 2025 Q1 2025 |
13,928
shares
|
$782,335
0.01% of portfolio
|
Q1 2025
Reduced 69.02%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
13,847
shares
|
$777,785
0.01% of portfolio
|
Q1 2025
Reduced 31.34%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
13,700
shares
|
$769,529
0.01% of portfolio
|
Q1 2025
Added 278.87%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
13,689
shares
|
$768,911
0.0% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
13,633
shares
|
$765,765
0.0% of portfolio
|
Q1 2025
Added 687.12%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
13,523
shares
|
$759,586
0.02% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
13,354
shares
|
$750,094
0.0% of portfolio
|
Q1 2025
Reduced 70.55%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
12,975
shares
|
$728,805
0.01% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
12,968
shares
|
$728,412
0.02% of portfolio
|
Q3 2022
Added 0.78%
|
|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
12,956
shares
|
$727,738
0.07% of portfolio
|
Q2 2025
Reduced 8.37%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
May 13, 2025 Q1 2025 |
12,594
shares
|
$707,404
0.61% of portfolio
|
Q1 2024
Reduced 6.71%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
12,412
shares
|
$697,182
0.01% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
12,372
shares
|
$694,935
0.02% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
12,235
shares
|
$687,239
0.26% of portfolio
|
Q1 2024
Reduced 73.29%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
12,173
shares
|
$683,757
0.0% of portfolio
|
Q3 2022
Reduced 25.9%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
11,963
shares
|
$671,961
0.01% of portfolio
|
Q1 2025
Reduced 28.21%
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
11,886
shares
|
$667,636
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
11,394
shares
|
$640,000
0.36% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
11,380
shares
|
$639,214
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Connable Office Inc
|
May 09, 2025 Q1 2025 |
11,200
shares
|
$629,104
0.06% of portfolio
|
Q1 2022
New holding
|