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 585 institutions that hold shares in the stock, with a total of 125 Million shares, which have been reported (via 13F filing form) to have a value of $9.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2024 Q3 2024 |
31,510
shares
|
$2.48 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
31,411
shares
|
$2.47 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.93%
|
|
|
Intrinsic Value Partners, LLC
|
Nov 04, 2024 Q3 2024 |
31,363
shares
|
$2.46 Million
2.02% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
31,337
shares
|
$2.46 Million
0.05% of portfolio
|
Q2 2023
Added 27.64%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
30,649
shares
|
$2.41 Million
0.0% of portfolio
|
Q3 2024
Reduced 19.07%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
30,555
shares
|
$2.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 65.27%
|
|
|
Radnor Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
30,210
shares
|
$2.37 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
29,892
shares
|
$2.35 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
29,491
shares
|
$2.32 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Nov 13, 2024 Q3 2024 |
29,488
shares
|
$2.32 Million
0.01% of portfolio
|
Q3 2024
Added 10.33%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
29,478
shares
|
$2.32 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
29,159
shares
|
$2.29 Million
0.23% of portfolio
|
Q1 2023
New holding
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
28,784
shares
|
$2.26 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Illinois Municipal Retirement Fund
|
Nov 04, 2024 Q3 2024 |
28,781
shares
|
$2.26 Million
0.03% of portfolio
|
Q1 2024
Reduced 58.78%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
28,273
shares
|
$2.22 Million
0.0% of portfolio
|
Q3 2024
Added 18.18%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 07, 2024 Q3 2024 |
28,177
shares
|
$2.21 Million
0.56% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
28,124
shares
|
$2.21 Million
0.02% of portfolio
|
Q3 2024
Added 39.84%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
28,114
shares
|
$2.21 Million
0.05% of portfolio
|
Q3 2024
Reduced 23.24%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
28,000
shares
|
$2.2 Million
0.31% of portfolio
|
Q4 2021
Reduced -0.0%
|
|
|
Lisanti Capital Growth, LLC
|
Nov 04, 2024 Q3 2024 |
27,920
shares
|
$2.19 Million
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 08, 2024 Q3 2024 |
27,467
shares
|
$2.16 Million
0.02% of portfolio
|
Q3 2024
Reduced 54.45%
|
|
|
Prana Capital Management, LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
27,121
shares
|
$2.13 Million
0.08% of portfolio
|
Q3 2024
Added 198.1%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
25,735
shares
|
$2.02 Million
0.73% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2024 Q3 2024 |
25,241
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2024
Reduced 20.17%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
25,000
shares
|
$1.96 Million
0.03% of portfolio
|
Q2 2024
Reduced 76.01%
|