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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
8,501
shares
|
$477,501
0.0% of portfolio
|
Q1 2024
Added 0.35%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
8,425
shares
|
$473,232
0.0% of portfolio
|
Q1 2025
Reduced 40.2%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
8,371
shares
|
$470,199
0.01% of portfolio
|
Q1 2025
Added 31.47%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
8,346
shares
|
$468,794
0.01% of portfolio
|
Q1 2025
Added 6.43%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
8,314
shares
|
$466,997
0.01% of portfolio
|
Q1 2025
Reduced 40.61%
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
8,300
shares
|
$466,211
0.12% of portfolio
|
Q1 2025
Reduced 20.19%
|
|
|
Maryland State Retirement & Pension System
|
Jul 23, 2025 Q2 2025 |
8,158
shares
|
$458,234
0.01% of portfolio
|
Q1 2025
Reduced 15.55%
|
|
|
Arnhold LLC
|
May 14, 2025 Q1 2025 |
8,000
shares
|
$449,360
0.05% of portfolio
|
Q1 2025
Reduced 89.98%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
7,967
shares
|
$447,506
0.03% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Deka Bank Deutsche Girozentrale
|
Apr 30, 2025 Q1 2025 |
7,864
shares
|
$441,720
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
May 12, 2025 Q1 2025 |
7,840
shares
|
$440,372
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
7,628
shares
|
$428,464
0.01% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Permanens Capital L.P.
New York, NY |
May 15, 2025 Q1 2025 |
7,580
shares
|
$425,768
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
7,562
shares
|
$424,757
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
7,546
shares
|
$423,858
0.06% of portfolio
|
Q4 2022
Reduced 5.9%
|
|
|
Boston Trust Walden Corp
|
Apr 21, 2025 Q1 2025 |
7,500
shares
|
$421,275
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
7,395
shares
|
$415,377
0.0% of portfolio
|
Q1 2025
Added 15.6%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
7,363
shares
|
$413,579
0.02% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
7,356
shares
|
$413,186
0.0% of portfolio
|
Q1 2025
Reduced 9.92%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
7,220
shares
|
$405,547
0.03% of portfolio
|
Q3 2023
Added 3.77%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
7,128
shares
|
$400,379
0.01% of portfolio
|
Q1 2025
Reduced 13.32%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
7,080
shares
|
$397,683
0.15% of portfolio
|
Q1 2024
Reduced 34.18%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
7,041
shares
|
$395,492
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
7,034
shares
|
$395,099
0.02% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
7,002
shares
|
$393,302
0.08% of portfolio
|
Q2 2025
Added 5.87%
|