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 |
|---|---|---|---|---|---|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
131
shares
|
$7,358
0.0% of portfolio
|
Q1 2025
Reduced 64.01%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
111
shares
|
$6,234
0.0% of portfolio
|
Q3 2024
Reduced 16.54%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
109
shares
|
$6,122
0.0% of portfolio
|
Q3 2024
Reduced 11.38%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
104
shares
|
$5,841
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
103
shares
|
$5,785
0.0% of portfolio
|
Q4 2024
Reduced 11.21%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
100
shares
|
$5,617
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
100
shares
|
$5,617
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
98
shares
|
$5,504
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
74
shares
|
$4,156
0.0% of portfolio
|
Q1 2025
Added 10.45%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
71
shares
|
$3,988
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
71
shares
|
$3,988
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
69
shares
|
$3,875
0.0% of portfolio
|
Q1 2025
Reduced 41.53%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
67
shares
|
$3,763
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
57
shares
|
$3,201
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
55
shares
|
$3,089
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
53
shares
|
$2,977
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
50
shares
|
$2,808
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
48
shares
|
$2,696
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
40
shares
|
$2,246
0.0% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
40
shares
|
$2,246
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
38
shares
|
$2,134
0.0% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
35
shares
|
$1,965
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
35
shares
|
$1,965
0.0% of portfolio
|
Q2 2025
Reduced 89.55%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
30
shares
|
$1,685
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
29
shares
|
$1,628
0.0% of portfolio
|
Q1 2025
Reduced 78.36%
|