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 |
|---|---|---|---|---|---|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
290
shares
|
$20,201
0.0% of portfolio
|
Q3 2023
Reduced 42.0%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
250
shares
|
$17,415
0.0% of portfolio
|
Q2 2025
Added 13.12%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
240
shares
|
$16,718
0.0% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
238
shares
|
$16,579
0.0% of portfolio
|
Q2 2025
Reduced 26.99%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
231
shares
|
$16,091
0.0% of portfolio
|
Q1 2025
Added 645.16%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
212
shares
|
$14,767
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
205
shares
|
$14,280
0.0% of portfolio
|
Q4 2023
Reduced 30.51%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
202
shares
|
$14,071
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
201
shares
|
$14,001
0.0% of portfolio
|
Q4 2022
Reduced 69.12%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
198
shares
|
$13,792
0.0% of portfolio
|
Q1 2025
Reduced 62.21%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
190
shares
|
$13,235
0.0% of portfolio
|
Q2 2025
Added 32.87%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
184
shares
|
$12,817
0.0% of portfolio
|
Q2 2025
Reduced 7.07%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
181
shares
|
$12,608
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
174
shares
|
$12,120
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
169
shares
|
$11,772
0.0% of portfolio
|
Q2 2025
Added 14.19%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
158
shares
|
$11,006
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
150
shares
|
$10,449
0.0% of portfolio
|
Q2 2022
Reduced 80.39%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
136
shares
|
$9,473
0.0% of portfolio
|
Q2 2025
Added 11.48%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
133
shares
|
$9,264
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Aug 14, 2025 Q2 2025 |
132
shares
|
$9,195
0.0% of portfolio
|
Q1 2024
Reduced 94.15%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
123
shares
|
$8,568
0.0% of portfolio
|
Q2 2025
Added 10.81%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
114
shares
|
$7,941
0.0% of portfolio
|
Q2 2025
Reduced 12.98%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
106
shares
|
$7,383
0.0% of portfolio
|
Q2 2025
Added 53.62%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
103
shares
|
$7,174
0.0% of portfolio
|
Q4 2024
Reduced 11.21%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
100
shares
|
$6,966
0.0% of portfolio
|
Q2 2025
New holding
|