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 |
|---|---|---|---|---|---|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
101,885
shares
|
$5.81 Million
1.7% of portfolio
|
Q1 2025
Added 63.85%
|
|
|
American Assets Investment Management, LLC
|
May 09, 2025 Q1 2025 |
100,000
shares
|
$5.7 Million
0.48% of portfolio
|
Q1 2025
New holding
|
|
|
Rbf Capital, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
100,000
shares
|
$5.7 Million
0.33% of portfolio
|
Q2 2021
Reduced 5.26%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
97,380
shares
|
$5.55 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.19%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
May 14, 2025 Q1 2025 |
95,917
shares
|
$5.47 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
94,426
shares
|
$5.39 Million
1.07% of portfolio
|
Q2 2025
Added 14.72%
|
|
|
Ervin Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
90,145
shares
|
$5.14 Million
3.34% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
89,756
shares
|
$5.12 Million
0.0% of portfolio
|
Q4 2023
Added 16.05%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
89,420
shares
|
$5.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.84%
|
|
|
New York State Common Retirement Fund
|
May 01, 2025 Q1 2025 |
86,937
shares
|
$4.96 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
85,698
shares
|
$4.89 Million
0.03% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
May 09, 2025 Q1 2025 |
83,797
shares
|
$4.78 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
82,194
shares
|
$4.69 Million
0.61% of portfolio
|
Q2 2025
Added 36.74%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
May 14, 2025 Q1 2025 |
81,504
shares
|
$4.65 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
80,665
shares
|
$4.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 39.84%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
80,300
shares
|
$4.58 Million
0.15% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Treasurer Of The State Of North Carolina
|
May 15, 2025 Q1 2025 |
79,867
shares
|
$4.55 Million
0.02% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
May 13, 2025 Q1 2025 |
77,805
shares
|
$4.44 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.36%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
76,064
shares
|
$4.34 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
73,171
shares
|
$4.17 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.12%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
72,552
shares
|
$4.14 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Gateway Investment Advisers LLC
|
Jul 09, 2025 Q2 2025 |
69,289
shares
|
$3.95 Million
0.04% of portfolio
|
Q2 2025
Added 16.31%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
May 13, 2025 Q1 2025 |
68,857
shares
|
$3.93 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
68,837
shares
|
$3.93 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.29%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
68,626
shares
|
$3.91 Million
0.0% of portfolio
|
Q1 2025
Added 133.49%
|