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 |
|---|---|---|---|---|---|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
4,323
shares
|
$301,140
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sanders Morris Harris LLC
|
Jul 30, 2025 Q2 2025 |
4,200
shares
|
$292,572
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
4,150
shares
|
$289,089
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Engineers Gate Manager LP
New York, NY |
Aug 14, 2025 Q2 2025 |
4,071
shares
|
$283,585
0.0% of portfolio
|
Q2 2025
Reduced 80.6%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
4,039
shares
|
$281,356
0.01% of portfolio
|
Q2 2025
Added 45.03%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
4,017
shares
|
$279,824
0.0% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
Moody Aldrich Partners LLC
|
Aug 04, 2025 Q2 2025 |
4,008
shares
|
$279,197
0.05% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
3,948
shares
|
$275,017
0.01% of portfolio
|
Q2 2025
Added 278.16%
|
|
|
Creekside Partners
Petaluma, CA |
Jul 28, 2025 Q2 2025 |
3,910
shares
|
$272,370
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
3,901
shares
|
$271,743
0.01% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
3,876
shares
|
$270,002
0.02% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,872
shares
|
$269,723
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3,756
shares
|
$261,642
0.0% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Aug 08, 2025 Q2 2025 |
3,741
shares
|
$260,598
0.05% of portfolio
|
Q3 2024
Added 10.83%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
3,707
shares
|
$258,229
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
3,703
shares
|
$257,950
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
3,662
shares
|
$255,094
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
3,471
shares
|
$241,789
0.11% of portfolio
|
Q2 2025
Added 1568.75%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
3,463
shares
|
$241,232
0.02% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
3,420
shares
|
$238,237
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
3,331
shares
|
$232,037
0.0% of portfolio
|
Q2 2025
Added 10.23%
|
|
|
Macquarie Group LTD
Australia, C3 |
Aug 14, 2025 Q2 2025 |
3,311
shares
|
$230,644
0.0% of portfolio
|
Q2 2025
Added 131.86%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
3,271
shares
|
$227,857
0.0% of portfolio
|
Q2 2025
Added 15.1%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
3,216
shares
|
$224,026
0.04% of portfolio
|
Q2 2025
Added 567.22%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
2,900
shares
|
$202,014
0.03% of portfolio
|
Q1 2022
New holding
|