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 |
|---|---|---|---|---|---|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
2,898
shares
|
$201,874
0.0% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
2,862
shares
|
$199,366
0.01% of portfolio
|
Q2 2025
Added 25.42%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,856
shares
|
$198,948
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
2,850
shares
|
$198,531
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
2,626
shares
|
$182,927
0.0% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,594
shares
|
$180,698
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
2,592
shares
|
$180,558
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
2,581
shares
|
$179,792
0.0% of portfolio
|
Q2 2025
Reduced 11.34%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
2,578
shares
|
$179,583
0.02% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
2,530
shares
|
$176,239
0.01% of portfolio
|
Q2 2025
Reduced 64.07%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
2,525
shares
|
$175,891
0.0% of portfolio
|
Q3 2022
Added 27.85%
|
|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
2,490
shares
|
$173,453
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
2,433
shares
|
$169,482
0.01% of portfolio
|
Q1 2024
Reduced 7.42%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
2,400
shares
|
$167,184
0.0% of portfolio
|
Q1 2025
Reduced 35.14%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
2,322
shares
|
$161,750
0.02% of portfolio
|
Q2 2025
Reduced 50.02%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
2,040
shares
|
$142,106
0.01% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,976
shares
|
$137,648
0.0% of portfolio
|
Q2 2025
Reduced 91.22%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,942
shares
|
$135,279
0.0% of portfolio
|
Q2 2025
Added 19.07%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
1,900
shares
|
$132,354
0.04% of portfolio
|
Q2 2025
Reduced 13.64%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
1,875
shares
|
$130,612
0.01% of portfolio
|
Q2 2025
Added 62.9%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Aug 14, 2025 Q2 2025 |
1,872
shares
|
$130,403
0.0% of portfolio
|
Q2 2025
Added 28.75%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
1,825
shares
|
$127,129
0.0% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
1,722
shares
|
$119,954
0.01% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
1,598
shares
|
$111,316
0.06% of portfolio
|
Q2 2025
Reduced 13.53%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
1,520
shares
|
$105,883
0.0% of portfolio
|
Q1 2025
Reduced 32.44%
|