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 636 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 $8.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Aug 14, 2025 Q2 2025 |
158,551
shares
|
$9.71 Million
0.03% of portfolio
|
Q2 2025
Reduced 74.89%
|
|
|
Shapiro Capital Management LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
153,700
shares
|
$9.41 Million
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Jul 28, 2025 Q2 2025 |
152,672
shares
|
$9.35 Million
0.01% of portfolio
|
Q2 2025
Reduced 57.74%
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
146,168
shares
|
$8.95 Million
1.92% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
143,469
shares
|
$8.78 Million
0.01% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Aug 14, 2025 Q2 2025 |
142,496
shares
|
$8.73 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Boston Partners
Boston, MA |
Aug 07, 2025 Q2 2025 |
141,433
shares
|
$8.66 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Lafayette Investments, Inc.
|
Jul 30, 2025 Q2 2025 |
138,810
shares
|
$8.5 Million
1.58% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
133,962
shares
|
$8.2 Million
2.2% of portfolio
|
Q1 2024
Added 0.34%
|
|
|
Cinctive Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
133,237
shares
|
$8.16 Million
0.41% of portfolio
|
Q2 2025
Added 369.92%
|
|
|
Algert Global LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
132,426
shares
|
$8.11 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Aug 14, 2025 Q2 2025 |
131,653
shares
|
$8.06 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Gabelli Funds LLC
Rye, NY |
Aug 13, 2025 Q2 2025 |
128,710
shares
|
$7.88 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Aug 11, 2025 Q2 2025 |
124,345
shares
|
$7.61 Million
1.64% of portfolio
|
Q2 2025
Added 4.7%
|
|
|
Wealth High Governance Capital Ltda
Sao Paulo, D5 |
Aug 14, 2025 Q2 2025 |
124,000
shares
|
$7.59 Million
2.1% of portfolio
|
Q2 2025
New holding
|
|
|
Cambria Investment Management, L.P.
|
Aug 13, 2025 Q2 2025 |
121,728
shares
|
$7.45 Million
0.47% of portfolio
|
Q2 2025
Reduced 15.89%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Aug 14, 2025 Q2 2025 |
121,181
shares
|
$7.42 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
121,154
shares
|
$7.42 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
118,763
shares
|
$7.27 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Trexquant Investment LP
Stamford, CT |
Aug 12, 2025 Q2 2025 |
114,248
shares
|
$7 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Man Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
113,317
shares
|
$6.94 Million
0.01% of portfolio
|
Q2 2025
Added 309.13%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
112,964
shares
|
$6.92 Million
0.15% of portfolio
|
Q1 2023
Added 29.69%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
111,775
shares
|
$6.84 Million
2.12% of portfolio
|
Q2 2024
Reduced 1.34%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
107,563
shares
|
$6.59 Million
0.0% of portfolio
|
Q3 2022
Reduced 0.56%
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
107,253
shares
|
$6.57 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.41%
|