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 585 institutions that hold shares in the stock, with a total of 125 Million shares, which have been reported (via 13F filing form) to have a value of $9.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
4,000
shares
|
$314,360
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
3,995
shares
|
$313,967
0.01% of portfolio
|
Q3 2024
Reduced 6.51%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
3,990
shares
|
$313,574
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,984
shares
|
$313,102
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
3,912
shares
|
$307,444
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
3,910
shares
|
$307,286
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
3,888
shares
|
$305,557
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
3,883
shares
|
$305,164
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,872
shares
|
$304,300
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
3,800
shares
|
$298,642
0.0% of portfolio
|
Q2 2024
Reduced 13.64%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,743
shares
|
$294,162
0.0% of portfolio
|
Q3 2024
Reduced 10.5%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
3,715
shares
|
$291,961
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
3,703
shares
|
$291,018
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
3,682
shares
|
$289,368
0.0% of portfolio
|
Q3 2024
Reduced 93.57%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
3,679
shares
|
$289,132
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Nov 13, 2024 Q3 2024 |
3,641
shares
|
$286,146
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
3,561
shares
|
$279,858
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
3,535
shares
|
$277,815
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
3,508
shares
|
$275,693
0.02% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
3,469
shares
|
$272,628
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
3,391
shares
|
$266,498
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
3,336
shares
|
$262,176
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Oct 28, 2024 Q3 2024 |
3,291
shares
|
$258,639
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Ossiam
Paris, I0 |
Nov 13, 2024 Q3 2024 |
3,129
shares
|
$245,908
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
3,000
shares
|
$235,770
0.04% of portfolio
|
Q1 2024
Reduced 4.0%
|