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 |
|---|---|---|---|---|---|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
307
shares
|
$17,244
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
300
shares
|
$16,851
0.0% of portfolio
|
Q1 2024
Reduced 34.07%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
290
shares
|
$16,289
0.0% of portfolio
|
Q3 2023
Reduced 42.0%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
255
shares
|
$14,323
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
240
shares
|
$13,480
0.0% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
231
shares
|
$12,975
0.0% of portfolio
|
Q1 2025
Added 645.16%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
226
shares
|
$12,694
0.0% of portfolio
|
Q1 2025
Reduced 92.05%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
221
shares
|
$12,413
0.0% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
212
shares
|
$11,908
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
209
shares
|
$11,739
0.0% of portfolio
|
Q1 2025
Reduced 99.41%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
208
shares
|
$11,683
0.01% of portfolio
|
Q1 2025
Reduced 25.98%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
205
shares
|
$11,514
0.0% of portfolio
|
Q4 2023
Reduced 30.51%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
201
shares
|
$11,290
0.0% of portfolio
|
Q4 2022
Reduced 69.12%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
May 07, 2025 Q1 2025 |
200
shares
|
$11,234
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
198
shares
|
$11,121
0.0% of portfolio
|
Q4 2024
Added 6.45%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
198
shares
|
$11,121
0.0% of portfolio
|
Q1 2025
Reduced 62.21%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
188
shares
|
$10,559
0.0% of portfolio
|
Q1 2025
Added 469.7%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
181
shares
|
$10,166
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
174
shares
|
$9,773
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
158
shares
|
$8,874
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
150
shares
|
$8,425
0.0% of portfolio
|
Q2 2022
Reduced 80.39%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
148
shares
|
$8,313
0.0% of portfolio
|
Q1 2025
Added 2014.29%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
143
shares
|
$8,032
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
136
shares
|
$7,639
0.0% of portfolio
|
Q2 2025
Added 11.48%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
May 13, 2025 Q1 2025 |
132
shares
|
$7,414
0.0% of portfolio
|
Q1 2024
Reduced 94.15%
|