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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
629
shares
|
$35,330
0.0% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
613
shares
|
$34,432
0.0% of portfolio
|
Q1 2025
Reduced 69.8%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
606
shares
|
$34,039
0.0% of portfolio
|
Q1 2025
Reduced 99.92%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
575
shares
|
$32,297
0.0% of portfolio
|
Q4 2024
Added 161.36%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
549
shares
|
$30,837
0.0% of portfolio
|
Q1 2025
Added 117.86%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
528
shares
|
$29,657
0.0% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
526
shares
|
$29,545
0.0% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
482
shares
|
$27,073
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
466
shares
|
$26,175
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
450
shares
|
$25,276
0.0% of portfolio
|
Q1 2025
Added 71.1%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
444
shares
|
$24,939
0.0% of portfolio
|
Q4 2024
Added 16.84%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
436
shares
|
$24,490
0.01% of portfolio
|
Q1 2025
Added 17.52%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
434
shares
|
$24,377
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
433
shares
|
$24,321
0.0% of portfolio
|
Q4 2022
Added 20.28%
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
431
shares
|
$24,209
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
425
shares
|
$23,872
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
421
shares
|
$23,647
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
405
shares
|
$22,748
0.02% of portfolio
|
Q3 2024
Reduced 37.21%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
395
shares
|
$22,187
0.0% of portfolio
|
Q1 2024
Reduced 96.73%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
363
shares
|
$20,389
0.01% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
362
shares
|
$20,333
0.01% of portfolio
|
Q1 2025
Reduced 26.27%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
344
shares
|
$19,322
0.0% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Peregrine Capital Management LLC
|
Apr 25, 2025 Q1 2025 |
340
shares
|
$19,097
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
326
shares
|
$18,311
0.0% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
320
shares
|
$17,974
0.0% of portfolio
|
Q3 2024
New holding
|