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 |
|---|---|---|---|---|---|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
2,950
shares
|
$165,701
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,911
shares
|
$163,510
0.01% of portfolio
|
Q4 2024
Added 3943.06%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
2,900
shares
|
$162,893
0.04% of portfolio
|
Q1 2022
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
2,898
shares
|
$162,780
0.0% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,856
shares
|
$160,421
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
2,850
shares
|
$160,084
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
2,842
shares
|
$159,635
0.0% of portfolio
|
Q1 2025
Reduced 25.15%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
2,785
shares
|
$156,433
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,594
shares
|
$145,704
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
2,578
shares
|
$144,806
0.02% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
2,525
shares
|
$141,829
0.0% of portfolio
|
Q3 2022
Added 27.85%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
2,521
shares
|
$141,604
0.0% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
2,433
shares
|
$136,661
0.01% of portfolio
|
Q1 2024
Reduced 7.42%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
2,400
shares
|
$134,808
0.0% of portfolio
|
Q1 2025
Reduced 35.14%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,282
shares
|
$128,179
0.0% of portfolio
|
Q1 2025
Added 23.62%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
2,282
shares
|
$128,179
0.01% of portfolio
|
Q1 2025
Added 86.59%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
2,054
shares
|
$115,373
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
1,900
shares
|
$106,723
0.04% of portfolio
|
Q2 2025
Reduced 13.64%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
1,875
shares
|
$105,318
0.01% of portfolio
|
Q2 2025
Added 62.9%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,870
shares
|
$105,037
0.0% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
1,848
shares
|
$103,802
0.08% of portfolio
|
Q1 2025
Added 824.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
1,720
shares
|
$96,612
0.02% of portfolio
|
Q1 2025
Reduced 6.27%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,631
shares
|
$91,613
0.0% of portfolio
|
Q1 2025
Reduced 49.32%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
1,520
shares
|
$85,378
0.0% of portfolio
|
Q1 2025
Reduced 32.44%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,513
shares
|
$84,985
0.01% of portfolio
|
Q2 2025
Added 59.6%
|