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 |
|---|---|---|---|---|---|
|
Francis Chou
Chou Associates Management Inc. | Toronto, A6
|
May 15, 2025 Q1 2025 |
10,987
shares
|
$626,588
0.36% of portfolio
|
Q2 2024
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
10,876
shares
|
$620,258
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
10,776
shares
|
$614,555
0.0% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
May 12, 2025 Q1 2025 |
10,700
shares
|
$610,221
0.07% of portfolio
|
Q1 2025
Added 33.47%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
10,693
shares
|
$609,821
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
|
$602,807
0.0% of portfolio
|
Q3 2024
Added 23.84%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
10,359
shares
|
$590,773
0.01% of portfolio
|
Q2 2025
Added 51.2%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
10,338
shares
|
$589,576
0.02% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Am Investment Strategies LLC
|
Jul 15, 2025 Q2 2025 |
10,000
shares
|
$570,300
0.13% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
9,982
shares
|
$569,273
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
9,932
shares
|
$566,421
0.01% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
9,899
shares
|
$564,539
1.05% of portfolio
|
Q1 2025
Reduced 28.42%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
May 14, 2025 Q1 2025 |
9,600
shares
|
$547,488
0.0% of portfolio
|
Q1 2025
Reduced 88.0%
|
|
|
Prelude Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
9,513
shares
|
$542,526
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Alyeska Investment Group, L.P.
Chicago, IL |
May 15, 2025 Q1 2025 |
9,468
shares
|
$539,960
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
9,459
shares
|
$539,446
0.01% of portfolio
|
Q1 2025
Added 46.76%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
9,450
shares
|
$538,933
0.08% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
9,205
shares
|
$524,961
0.0% of portfolio
|
Q1 2025
Added 11.89%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
9,017
shares
|
$514,239
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
8,970
shares
|
$511,559
0.04% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
8,864
shares
|
$505,513
0.01% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
8,733
shares
|
$498,042
0.01% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Apr 28, 2025 Q1 2025 |
8,652
shares
|
$493,423
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
8,613
shares
|
$491,199
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
8,600
shares
|
$490,458
0.03% of portfolio
|
Q1 2025
Reduced 38.94%
|