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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
589
shares
|
$41,029
0.0% of portfolio
|
Q2 2025
Reduced 6.36%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
578
shares
|
$40,263
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
550
shares
|
$38,313
0.0% of portfolio
|
Q2 2025
Added 4.56%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
528
shares
|
$36,780
0.0% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
524
shares
|
$36,501
0.0% of portfolio
|
Q2 2025
Reduced 8.87%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
508
shares
|
$35,387
0.01% of portfolio
|
Q2 2025
Reduced 99.5%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
472
shares
|
$32,879
0.0% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
461
shares
|
$32,113
0.0% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
436
shares
|
$30,371
0.0% of portfolio
|
Q2 2025
Added 445.18%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
435
shares
|
$30,302
0.0% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
434
shares
|
$30,232
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
433
shares
|
$30,162
0.0% of portfolio
|
Q4 2022
Added 20.28%
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
431
shares
|
$30,023
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
425
shares
|
$29,605
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
421
shares
|
$29,326
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
405
shares
|
$28,212
0.02% of portfolio
|
Q3 2024
Reduced 37.21%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
395
shares
|
$27,515
0.0% of portfolio
|
Q1 2024
Reduced 96.73%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
363
shares
|
$25,286
0.01% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Deseret Mutual Benefit Administrators
|
Aug 01, 2025 Q2 2025 |
362
shares
|
$25,216
0.01% of portfolio
|
Q1 2025
Reduced 26.27%
|
|
|
Altshuler Shaham LTD
|
Aug 14, 2025 Q2 2025 |
360
shares
|
$25,077
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Peregrine Capital Management LLC
|
Aug 01, 2025 Q2 2025 |
340
shares
|
$23,684
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
337
shares
|
$23,475
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
320
shares
|
$22,291
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
307
shares
|
$21,385
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
300
shares
|
$20,898
0.0% of portfolio
|
Q1 2024
Reduced 34.07%
|