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 |
|---|---|---|---|---|---|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
36,610
shares
|
$2.55 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Aug 12, 2025 Q2 2025 |
36,380
shares
|
$2.53 Million
0.03% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Aug 07, 2025 Q2 2025 |
36,167
shares
|
$2.52 Million
0.0% of portfolio
|
Q2 2025
Reduced 45.97%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Aug 12, 2025 Q2 2025 |
36,012
shares
|
$2.51 Million
1.14% of portfolio
|
Q2 2025
Reduced 7.72%
|
|
|
Caxton Associates LLP
London, |
Aug 14, 2025 Q2 2025 |
36,007
shares
|
$2.51 Million
0.05% of portfolio
|
Q2 2025
Reduced 5.98%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
35,982
shares
|
$2.51 Million
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
35,891
shares
|
$2.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
35,729
shares
|
$2.49 Million
0.0% of portfolio
|
Q2 2025
Added 26.3%
|
|
|
Advisory Research Inc
Chicago, IL |
Aug 13, 2025 Q2 2025 |
35,660
shares
|
$2.48 Million
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
35,300
shares
|
$2.46 Million
0.01% of portfolio
|
Q2 2025
Added 158.93%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
34,105
shares
|
$2.38 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.89%
|
|
|
Oregon Public Employees Retirement Fund
|
Jul 25, 2025 Q2 2025 |
33,387
shares
|
$2.33 Million
0.03% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
33,174
shares
|
$2.31 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.7%
|
|
|
New Mexico Educational Retirement Board
|
Jul 30, 2025 Q2 2025 |
33,119
shares
|
$2.31 Million
0.06% of portfolio
|
Q4 2024
Reduced 10.49%
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
32,820
shares
|
$2.29 Million
0.29% of portfolio
|
Q2 2025
Added 8.64%
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
31,870
shares
|
$2.22 Million
0.4% of portfolio
|
Q2 2025
Reduced 6.17%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Jul 23, 2025 Q2 2025 |
31,700
shares
|
$2.21 Million
0.01% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
31,405
shares
|
$2.19 Million
0.02% of portfolio
|
Q4 2024
Added 6.49%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
31,337
shares
|
$2.18 Million
0.05% of portfolio
|
Q2 2023
Added 27.64%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Aug 13, 2025 Q2 2025 |
31,099
shares
|
$2.17 Million
0.48% of portfolio
|
Q2 2025
Added 12.57%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Aug 01, 2025 Q2 2025 |
30,882
shares
|
$2.15 Million
0.01% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
30,836
shares
|
$2.15 Million
0.0% of portfolio
|
Q2 2025
Added 14.86%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
30,656
shares
|
$2.14 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
30,277
shares
|
$2.11 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Intrinsic Value Partners, LLC
|
Jul 21, 2025 Q2 2025 |
29,873
shares
|
$2.08 Million
1.5% of portfolio
|
Q2 2025
Reduced 0.2%
|