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 |
|---|---|---|---|---|---|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
88
shares
|
$6,130
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
86
shares
|
$5,990
0.0% of portfolio
|
Q2 2025
Added 186.67%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
81
shares
|
$5,642
0.0% of portfolio
|
Q2 2025
Added 523.08%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
74
shares
|
$5,154
0.0% of portfolio
|
Q1 2025
Added 10.45%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
73
shares
|
$5,085
0.0% of portfolio
|
Q2 2025
Reduced 25.51%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
72
shares
|
$5,015
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
71
shares
|
$4,945
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
57
shares
|
$3,970
0.0% of portfolio
|
Q2 2025
Added 14.0%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
57
shares
|
$3,970
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
55
shares
|
$3,831
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
54
shares
|
$3,761
0.0% of portfolio
|
Q2 2025
Reduced 93.22%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
48
shares
|
$3,343
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
40
shares
|
$2,786
0.0% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
38
shares
|
$2,647
0.0% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
36
shares
|
$2,507
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
35
shares
|
$2,438
0.0% of portfolio
|
Q2 2025
Reduced 89.55%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
35
shares
|
$2,438
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
33
shares
|
$2,298
0.0% of portfolio
|
Q2 2025
Reduced 82.45%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
31
shares
|
$2,159
0.0% of portfolio
|
Q2 2025
Reduced 98.95%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
30
shares
|
$2,089
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
28
shares
|
$1,950
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
21
shares
|
$1,462
0.0% of portfolio
|
Q2 2025
Added 23.53%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
21
shares
|
$1,462
0.0% of portfolio
|
Q2 2025
Reduced 48.78%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
20
shares
|
$1,393
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
20
shares
|
$1,393
0.0% of portfolio
|
Q1 2025
Added 300.0%
|