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 |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
6,325
shares
|
$440,599
0.0% of portfolio
|
Q2 2025
Added 28.5%
|
|
|
Maple Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
6,316
shares
|
$439,972
0.02% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
6,274
shares
|
$437,046
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Jul 29, 2025 Q2 2025 |
6,272
shares
|
$436,907
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Everence Capital Management Inc
|
Jul 29, 2025 Q2 2025 |
6,260
shares
|
$436,071
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
6,200
shares
|
$431,892
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
6,188
shares
|
$431,056
0.0% of portfolio
|
Q2 2025
Added 4.56%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
6,104
shares
|
$425,204
0.01% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
6,051
shares
|
$421,512
0.01% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
6,015
shares
|
$419,004
0.01% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
6,001
shares
|
$418,029
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
6,000
shares
|
$417,960
0.05% of portfolio
|
Q1 2024
Reduced 14.29%
|
|
|
Searle & Co.
|
Aug 07, 2025 Q2 2025 |
6,000
shares
|
$417,960
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
5,988
shares
|
$417,124
0.01% of portfolio
|
Q2 2025
Reduced 14.87%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
5,944
shares
|
$414,059
0.0% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
5,914
shares
|
$411,969
0.02% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
5,880
shares
|
$409,600
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
5,858
shares
|
$408,068
0.01% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
5,841
shares
|
$406,884
0.0% of portfolio
|
Q2 2025
Reduced 65.38%
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
5,830
shares
|
$406,117
0.01% of portfolio
|
Q1 2025
Reduced 4.85%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
5,810
shares
|
$404,724
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
5,781
shares
|
$402,704
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
5,768
shares
|
$401,798
0.01% of portfolio
|
Q2 2025
Reduced 14.78%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
5,747
shares
|
$400,336
0.03% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Aug 14, 2025 Q2 2025 |
5,706
shares
|
$397,479
0.05% of portfolio
|
Q2 2025
Reduced 71.47%
|