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 637 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 $7.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
146,258
shares
|
$8.34 Million
1.92% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Cambria Investment Management, L.P.
|
May 15, 2025 Q1 2025 |
144,726
shares
|
$8.25 Million
0.57% of portfolio
|
Q1 2025
Reduced 9.23%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
May 15, 2025 Q1 2025 |
143,866
shares
|
$8.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
143,469
shares
|
$8.18 Million
0.01% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
140,368
shares
|
$8.01 Million
0.0% of portfolio
|
Q1 2025
Added 5.38%
|
|
|
Lafayette Investments, Inc.
|
Apr 24, 2025 Q1 2025 |
138,858
shares
|
$7.92 Million
1.59% of portfolio
|
Q1 2025
Reduced 21.65%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
137,356
shares
|
$7.83 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.82%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
May 15, 2025 Q1 2025 |
135,207
shares
|
$7.71 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
134,848
shares
|
$7.69 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
133,962
shares
|
$7.64 Million
2.2% of portfolio
|
Q1 2024
Added 0.34%
|
|
|
Gabelli Funds LLC
Rye, NY |
May 14, 2025 Q1 2025 |
129,410
shares
|
$7.38 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
May 15, 2025 Q1 2025 |
127,177
shares
|
$7.25 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
125,338
shares
|
$7.15 Million
0.01% of portfolio
|
Q1 2025
Added 22.66%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
124,321
shares
|
$7.09 Million
0.0% of portfolio
|
Q1 2025
Added 8.49%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
May 14, 2025 Q1 2025 |
120,103
shares
|
$6.85 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
May 02, 2025 Q1 2025 |
118,768
shares
|
$6.77 Million
1.63% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
112,964
shares
|
$6.44 Million
0.15% of portfolio
|
Q1 2023
Added 29.69%
|
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
112,204
shares
|
$6.4 Million
0.02% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
111,775
shares
|
$6.37 Million
2.12% of portfolio
|
Q2 2024
Reduced 1.34%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
May 15, 2025 Q1 2025 |
109,543
shares
|
$6.25 Million
0.01% of portfolio
|
Q1 2025
Reduced 18.43%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
107,563
shares
|
$6.13 Million
0.0% of portfolio
|
Q3 2022
Reduced 0.56%
|
|
|
Lee Danner & Bass Inc
|
Apr 29, 2025 Q1 2025 |
104,690
shares
|
$5.97 Million
0.46% of portfolio
|
Q1 2025
Reduced 5.03%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
103,185
shares
|
$5.88 Million
0.0% of portfolio
|
Q1 2025
Reduced 62.56%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
May 13, 2025 Q1 2025 |
102,551
shares
|
$5.85 Million
0.04% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
102,100
shares
|
$5.82 Million
0.08% of portfolio
|
Q1 2025
New holding
|