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 |
|---|---|---|---|---|---|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,513
shares
|
$105,395
0.01% of portfolio
|
Q2 2025
Added 59.6%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
1,496
shares
|
$104,211
0.0% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
1,390
shares
|
$96,827
0.0% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Aug 05, 2025 Q2 2025 |
1,348
shares
|
$93,901
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
1,340
shares
|
$93,344
0.0% of portfolio
|
Q2 2025
Reduced 12.13%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,314
shares
|
$91,533
0.03% of portfolio
|
Q1 2022
Reduced 29.99%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
1,260
shares
|
$87,771
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
1,232
shares
|
$85,821
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1,228
shares
|
$85,542
0.0% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,079
shares
|
$75,163
0.0% of portfolio
|
Q2 2020
Reduced 19.78%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
1,009
shares
|
$70,286
0.0% of portfolio
|
Q1 2025
Reduced 22.44%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
993
shares
|
$69,172
0.0% of portfolio
|
Q2 2025
Added 3577.78%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
978
shares
|
$68,127
0.0% of portfolio
|
Q2 2025
Added 13.33%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
942
shares
|
$65,619
0.0% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
912
shares
|
$63,529
0.0% of portfolio
|
Q2 2025
Added 48.78%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
910
shares
|
$63,390
0.0% of portfolio
|
Q2 2025
Reduced 87.69%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
898
shares
|
$62,554
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
892
shares
|
$62,136
0.0% of portfolio
|
Q2 2025
Added 159.3%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
772
shares
|
$53,777
0.01% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
705
shares
|
$49,110
0.02% of portfolio
|
Q1 2025
Added 193.75%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
679
shares
|
$47,299
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
679
shares
|
$47,299
0.0% of portfolio
|
Q4 2022
Reduced 28.3%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
678
shares
|
$47,229
0.01% of portfolio
|
Q3 2023
Added 13.0%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
656
shares
|
$45,696
0.0% of portfolio
|
Q2 2025
Added 8.25%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
616
shares
|
$42,910
0.0% of portfolio
|
Q2 2025
Reduced 55.59%
|