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 659 institutions that hold shares in the stock, with a total of 141 Million shares, which have been reported (via 13F filing form) to have a value of $7.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
16,036,731
shares
|
$842 Million
0.02% of portfolio
|
Q2 2024
Added 1.87%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
14,875,379
shares
|
$781 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
9,247,081
shares
|
$485 Million
10.79% of portfolio
|
Q4 2024
New holding
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
7,353,399
shares
|
$386 Million
0.86% of portfolio
|
Q3 2025
Added 5.2%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
5,775,465
shares
|
$303 Million
0.13% of portfolio
|
Q3 2025
Reduced 13.73%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
4,986,012
shares
|
$262 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
4,827,277
shares
|
$253 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Eminence Capital, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
3,358,561
shares
|
$176 Million
2.95% of portfolio
|
Q3 2025
Added 129.72%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
2,918,383
shares
|
$153 Million
0.01% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2,782,183
shares
|
$146 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
First Pacific Advisors, LP
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
2,580,283
shares
|
$135 Million
2.63% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
2,578,420
shares
|
$135 Million
0.04% of portfolio
|
Q3 2025
Reduced 12.08%
|
|
|
Artemis Investment Management LLP
|
Nov 13, 2025 Q3 2025 |
2,379,579
shares
|
$125 Million
2.12% of portfolio
|
Q3 2025
Added 84.15%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
2,115,548
shares
|
$111 Million
0.05% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
1,994,922
shares
|
$105 Million
0.44% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
1,827,001
shares
|
$95.9 Million
0.02% of portfolio
|
Q3 2025
Added 19.46%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,777,169
shares
|
$93.3 Million
0.01% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
1,532,099
shares
|
$80.4 Million
0.05% of portfolio
|
Q3 2025
Added 116.59%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
1,528,999
shares
|
$80.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.65%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
1,481,993
shares
|
$77.8 Million
0.18% of portfolio
|
Q3 2025
Added 56.15%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
1,475,299
shares
|
$77.4 Million
0.05% of portfolio
|
Q3 2025
Reduced 6.26%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,459,321
shares
|
$76.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
1,452,842
shares
|
$76.3 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,414,739
shares
|
$74.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.63%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2025 Q3 2025 |
1,294,700
shares
|
$68 Million
0.18% of portfolio
|
Q3 2025
Added 20.61%
|
|