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 656 institutions that hold shares in the stock, with a total of 141 Million shares, which have been reported (via 13F filing form) to have a value of $7.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
2,204
shares
|
$115,687
0.08% of portfolio
|
Q3 2025
Reduced 36.5%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
2,159
shares
|
$113,325
0.0% of portfolio
|
Q3 2025
Added 11.17%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
2,104
shares
|
$110,438
0.01% of portfolio
|
Q4 2025
Reduced 6.94%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
2,040
shares
|
$107,079
0.02% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
2,031
shares
|
$106,607
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 05, 2025 Q3 2025 |
1,872
shares
|
$98,261
0.0% of portfolio
|
Q2 2025
Added 28.75%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
1,825
shares
|
$95,794
0.0% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
1,723
shares
|
$90,440
0.02% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
1,710
shares
|
$89,757
0.03% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
1,682
shares
|
$88,288
0.0% of portfolio
|
Q3 2025
Added 69.39%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
1,597
shares
|
$83,826
0.01% of portfolio
|
Q3 2025
Added 5.55%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 07, 2025 Q3 2025 |
1,554
shares
|
$81,569
0.0% of portfolio
|
Q3 2025
Added 15.28%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
1,520
shares
|
$79,784
0.0% of portfolio
|
Q1 2025
Reduced 32.44%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
1,431
shares
|
$75,113
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
1,394
shares
|
$73,171
0.0% of portfolio
|
Q3 2025
Reduced 6.82%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
1,364
shares
|
$71,596
0.01% of portfolio
|
Q3 2025
Added 44.8%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,314
shares
|
$68,971
0.03% of portfolio
|
Q1 2022
Reduced 29.99%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
1,260
shares
|
$66,137
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,260
shares
|
$66,137
0.0% of portfolio
|
Q3 2025
Reduced 9.35%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1,228
shares
|
$64,457
0.0% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
1,187
shares
|
$62,305
0.0% of portfolio
|
Q3 2025
Reduced 11.42%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
1,140
shares
|
$59,838
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,117
shares
|
$58,631
0.0% of portfolio
|
Q3 2025
Added 81.33%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,079
shares
|
$56,636
0.0% of portfolio
|
Q2 2020
Reduced 19.78%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
1,040
shares
|
$54,589
0.0% of portfolio
|
Q3 2025
Added 14.04%
|
|