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 |
|---|---|---|---|---|---|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
1,496
shares
|
$84,030
0.0% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
May 14, 2025 Q1 2025 |
1,454
shares
|
$81,671
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Macquarie Group LTD
Australia, C3 |
May 15, 2025 Q1 2025 |
1,428
shares
|
$80,210
0.0% of portfolio
|
Q1 2025
Reduced 55.82%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,419
shares
|
$79,705
0.0% of portfolio
|
Q1 2025
Reduced 15.64%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,390
shares
|
$78,076
0.0% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,387
shares
|
$77,907
0.0% of portfolio
|
Q1 2025
Added 87.94%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
1,340
shares
|
$75,267
0.0% of portfolio
|
Q2 2025
Reduced 12.13%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,314
shares
|
$73,807
0.03% of portfolio
|
Q1 2022
Reduced 29.99%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
1,260
shares
|
$70,774
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
May 15, 2025 Q1 2025 |
1,240
shares
|
$69,650
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1,239
shares
|
$69,594
0.0% of portfolio
|
Q1 2025
Added 3248.65%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
1,232
shares
|
$69,201
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,079
shares
|
$60,607
0.0% of portfolio
|
Q2 2020
Reduced 19.78%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
May 19, 2025 Q1 2025 |
1,034
shares
|
$58,079
0.0% of portfolio
|
Q1 2025
Reduced 89.67%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
1,009
shares
|
$56,675
0.0% of portfolio
|
Q1 2025
Reduced 22.44%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
1,000
shares
|
$56,170
0.0% of portfolio
|
Q1 2025
Reduced 32.07%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
929
shares
|
$52,181
0.0% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
863
shares
|
$48,474
0.0% of portfolio
|
Q1 2025
Added 38.3%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
812
shares
|
$45,610
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
796
shares
|
$44,711
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
705
shares
|
$39,599
0.02% of portfolio
|
Q1 2025
Added 193.75%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
679
shares
|
$38,139
0.0% of portfolio
|
Q4 2022
Reduced 28.3%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
679
shares
|
$38,139
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
678
shares
|
$38,083
0.01% of portfolio
|
Q3 2023
Added 13.0%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
666
shares
|
$37,409
0.0% of portfolio
|
Q1 2025
Reduced 34.06%
|