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 |
|---|---|---|---|---|---|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
5,694
shares
|
$396,644
0.04% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
5,606
shares
|
$390,513
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 14, 2025 Q2 2025 |
5,545
shares
|
$386,264
0.08% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
5,517
shares
|
$384,314
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
5,501
shares
|
$383,199
0.01% of portfolio
|
Q2 2025
Added 8.48%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jul 25, 2025 Q2 2025 |
5,400
shares
|
$376,164
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
5,373
shares
|
$374,283
0.0% of portfolio
|
Q2 2025
Added 29.78%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,318
shares
|
$370,451
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
5,275
shares
|
$367,456
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Aug 14, 2025 Q2 2025 |
5,275
shares
|
$367,456
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,193
shares
|
$361,744
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
5,111
shares
|
$356,032
0.02% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Aug 13, 2025 Q2 2025 |
5,066
shares
|
$352,897
0.0% of portfolio
|
Q4 2024
Reduced 20.37%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
5,037
shares
|
$350,877
0.0% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
May 13, 2025 Q1 2025 |
4,980
shares
|
$346,906
0.07% of portfolio
|
Q1 2025
Reduced 69.73%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
4,954
shares
|
$345,095
0.01% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
4,842
shares
|
$337,293
0.0% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
4,579
shares
|
$318,973
0.01% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Atom Investors LP
Austin, TX |
Aug 14, 2025 Q2 2025 |
4,573
shares
|
$318,555
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
4,564
shares
|
$317,928
0.01% of portfolio
|
Q2 2025
Reduced 10.32%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
4,480
shares
|
$312,076
0.03% of portfolio
|
Q2 2025
Reduced 5.29%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
4,450
shares
|
$309,987
0.0% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Aug 05, 2025 Q2 2025 |
4,442
shares
|
$309,429
0.12% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
4,426
shares
|
$308,315
0.01% of portfolio
|
Q2 2025
Added 93.95%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
4,353
shares
|
$303,229
0.0% of portfolio
|
Q2 2025
Reduced 9.91%
|