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 |
|---|---|---|---|---|---|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
4,450
shares
|
$249,956
0.0% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
May 15, 2025 Q1 2025 |
4,407
shares
|
$247,541
0.13% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Bank Of Marin
Novato, CA |
May 13, 2025 Q1 2025 |
4,294
shares
|
$241,193
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
4,263
shares
|
$239,452
0.01% of portfolio
|
Q1 2025
Added 60.08%
|
|
|
Sanders Morris Harris LLC
|
Apr 08, 2025 Q1 2025 |
4,200
shares
|
$235,914
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
4,150
shares
|
$233,105
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
4,140
shares
|
$232,543
0.0% of portfolio
|
Q1 2025
Reduced 54.94%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
4,106
shares
|
$230,634
0.0% of portfolio
|
Q1 2025
Reduced 14.58%
|
|
|
Moody Aldrich Partners LLC
|
Apr 28, 2025 Q1 2025 |
4,074
shares
|
$228,836
0.05% of portfolio
|
Q1 2025
Reduced 28.03%
|
|
|
R Squared LTD
Central, K3 |
May 09, 2025 Q1 2025 |
3,920
shares
|
$220,186
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
3,910
shares
|
$219,624
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
3,901
shares
|
$219,119
0.01% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
May 14, 2025 Q1 2025 |
3,898
shares
|
$218,950
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
3,876
shares
|
$217,714
0.02% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,872
shares
|
$217,490
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Belmont Capital, LLC
|
May 15, 2025 Q1 2025 |
3,863
shares
|
$216,984
0.04% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
3,779
shares
|
$212,266
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
3,765
shares
|
$211,480
0.01% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
3,741
shares
|
$210,131
0.0% of portfolio
|
Q1 2025
Added 28.47%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
May 06, 2025 Q1 2025 |
3,741
shares
|
$210,131
0.05% of portfolio
|
Q3 2024
Added 10.83%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
3,707
shares
|
$208,222
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
3,703
shares
|
$207,997
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
3,463
shares
|
$194,516
0.02% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
3,420
shares
|
$192,101
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
3,022
shares
|
$169,745
0.0% of portfolio
|
Q1 2025
Reduced 4.82%
|