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 |
|---|---|---|---|---|---|
|
Bayforest Capital LTD
London, X0 |
Jul 28, 2025 Q2 2025 |
10,072
shares
|
$701,615
0.24% of portfolio
|
Q2 2025
Added 85.76%
|
|
|
Am Investment Strategies LLC
|
Jul 15, 2025 Q2 2025 |
10,000
shares
|
$696,600
0.13% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
9,970
shares
|
$694,510
0.01% of portfolio
|
Q2 2025
Added 5.4%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
9,932
shares
|
$691,863
0.01% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
9,899
shares
|
$689,564
1.05% of portfolio
|
Q1 2025
Reduced 28.42%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Aug 12, 2025 Q2 2025 |
9,898
shares
|
$689,494
0.0% of portfolio
|
Q2 2025
Reduced 25.88%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
9,872
shares
|
$687,683
0.04% of portfolio
|
Q2 2025
Added 10.06%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
9,606
shares
|
$669,153
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
9,552
shares
|
$665,392
0.01% of portfolio
|
Q2 2025
Added 14.11%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
9,477
shares
|
$660,167
0.0% of portfolio
|
Q2 2025
Added 12.49%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
9,460
shares
|
$658,983
0.08% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
9,431
shares
|
$656,963
0.15% of portfolio
|
Q2 2025
Reduced 59.07%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
9,235
shares
|
$643,310
0.01% of portfolio
|
Q2 2025
Added 5.75%
|
|
|
Entry Point Capital, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
9,181
shares
|
$639,548
0.27% of portfolio
|
Q2 2025
Added 69.3%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
9,054
shares
|
$630,701
0.0% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
9,017
shares
|
$628,124
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Ethic Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
8,977
shares
|
$625,337
0.01% of portfolio
|
Q2 2025
Reduced 41.16%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
8,950
shares
|
$623,457
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
8,864
shares
|
$617,466
0.01% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
8,698
shares
|
$605,902
0.08% of portfolio
|
Q2 2025
Added 601.45%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Aug 06, 2025 Q2 2025 |
8,652
shares
|
$602,698
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
8,501
shares
|
$592,179
0.0% of portfolio
|
Q1 2024
Added 0.35%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Aug 14, 2025 Q2 2025 |
8,405
shares
|
$585,492
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
8,300
shares
|
$578,178
0.11% of portfolio
|
Q1 2025
Reduced 20.19%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
8,257
shares
|
$575,182
0.06% of portfolio
|
Q2 2025
Reduced 17.28%
|