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 137 Million shares, which have been reported (via 13F filing form) to have a value of $7.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
36,610
shares
|
$2.06 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
May 14, 2025 Q1 2025 |
36,201
shares
|
$2.03 Million
0.03% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Acr Alpine Capital Research, LLC
|
May 06, 2025 Q1 2025 |
36,155
shares
|
$2.03 Million
0.04% of portfolio
|
Q1 2025
Reduced 66.15%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
35,982
shares
|
$2.02 Million
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
New Mexico Educational Retirement Board
|
Apr 30, 2025 Q1 2025 |
33,119
shares
|
$1.86 Million
0.06% of portfolio
|
Q4 2024
Reduced 10.49%
|
|
|
Oregon Public Employees Retirement Fund
|
Apr 28, 2025 Q1 2025 |
32,987
shares
|
$1.85 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
32,820
shares
|
$1.84 Million
0.29% of portfolio
|
Q2 2025
Added 8.64%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
31,898
shares
|
$1.79 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
31,870
shares
|
$1.79 Million
0.4% of portfolio
|
Q2 2025
Reduced 6.17%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
31,405
shares
|
$1.76 Million
0.02% of portfolio
|
Q4 2024
Added 6.49%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
31,337
shares
|
$1.76 Million
0.05% of portfolio
|
Q2 2023
Added 27.64%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
May 06, 2025 Q1 2025 |
31,200
shares
|
$1.75 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Nova Scotia
|
Jul 02, 2025 Q1 2025 |
30,888
shares
|
$1.73 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
30,324
shares
|
$1.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
May 06, 2025 Q1 2025 |
30,264
shares
|
$1.7 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fj Capital Management LLC
Mclean, VA |
May 15, 2025 Q1 2025 |
30,148
shares
|
$1.69 Million
0.18% of portfolio
|
Q1 2025
Added 14.91%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
29,973
shares
|
$1.68 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.4%
|
|
|
Intrinsic Value Partners, LLC
|
Jul 21, 2025 Q2 2025 |
29,873
shares
|
$1.68 Million
1.5% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Apr 28, 2025 Q1 2025 |
29,542
shares
|
$1.66 Million
0.01% of portfolio
|
Q1 2025
Added 38.61%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
29,159
shares
|
$1.64 Million
0.23% of portfolio
|
Q1 2023
New holding
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
May 15, 2025 Q1 2025 |
28,784
shares
|
$1.62 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Illinois Municipal Retirement Fund
|
Apr 24, 2025 Q1 2025 |
28,781
shares
|
$1.62 Million
0.02% of portfolio
|
Q1 2024
Reduced 58.78%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
28,500
shares
|
$1.6 Million
0.08% of portfolio
|
Q1 2025
Added 44.3%
|
|
|
Cinctive Capital Management LP
New York, NY |
May 15, 2025 Q1 2025 |
28,353
shares
|
$1.59 Million
0.12% of portfolio
|
Q1 2025
Reduced 59.63%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
28,288
shares
|
$1.59 Million
0.0% of portfolio
|
Q1 2025
Added 161.88%
|