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 |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
13,319
shares
|
$927,801
0.01% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
13,108
shares
|
$913,103
0.01% of portfolio
|
Q2 2025
Added 9.57%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
12,968
shares
|
$903,350
0.02% of portfolio
|
Q3 2022
Added 0.78%
|
|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
12,956
shares
|
$902,514
0.07% of portfolio
|
Q2 2025
Reduced 8.37%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
12,875
shares
|
$896,872
0.0% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
Aug 13, 2025 Q2 2025 |
12,594
shares
|
$877,298
0.53% of portfolio
|
Q1 2024
Reduced 6.71%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
12,473
shares
|
$868,869
0.01% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Securian Asset Management, Inc
|
Jul 30, 2025 Q2 2025 |
12,372
shares
|
$861,833
0.02% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
12,345
shares
|
$859,952
0.01% of portfolio
|
Q2 2025
Reduced 69.13%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
12,235
shares
|
$852,290
0.26% of portfolio
|
Q1 2024
Reduced 73.29%
|
|
|
Carmel Capital Partners, LLC
|
Jul 29, 2025 Q2 2025 |
12,233
shares
|
$852,150
0.25% of portfolio
|
Q2 2025
Reduced 36.94%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
12,173
shares
|
$847,971
0.0% of portfolio
|
Q3 2022
Reduced 25.9%
|
|
|
Twinbeech Capital LP
Purchase, NY |
Aug 14, 2025 Q2 2025 |
12,035
shares
|
$838,358
0.02% of portfolio
|
Q2 2025
Reduced 39.6%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
11,849
shares
|
$825,401
0.02% of portfolio
|
Q2 2025
Reduced 81.5%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
11,648
shares
|
$811,399
0.02% of portfolio
|
Q2 2025
Added 40.1%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
11,394
shares
|
$793,706
0.36% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
11,380
shares
|
$792,730
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Connable Office Inc
|
Aug 05, 2025 Q2 2025 |
11,200
shares
|
$780,192
0.06% of portfolio
|
Q1 2022
New holding
|
|
|
Francis Chou
Chou Associates Management Inc. | Toronto, A6
|
Aug 13, 2025 Q2 2025 |
10,987
shares
|
$765,354
0.36% of portfolio
|
Q2 2024
New holding
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
10,890
shares
|
$758,597
0.03% of portfolio
|
Q2 2025
Added 26.63%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
10,876
shares
|
$757,622
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
10,776
shares
|
$750,656
0.0% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
10,693
shares
|
$744,874
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,570
shares
|
$736,306
0.0% of portfolio
|
Q3 2024
Added 23.84%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
10,359
shares
|
$721,607
0.01% of portfolio
|
Q2 2025
Added 51.2%
|