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 658 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 |
|---|---|---|---|---|---|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
29,159
shares
|
$1.53 Million
0.23% of portfolio
|
Q1 2023
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
29,054
shares
|
$1.53 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
28,900
shares
|
$1.52 Million
0.3% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
Connective Capital Management, LLC
Palo Alto, CA |
Nov 14, 2025 Q3 2025 |
28,154
shares
|
$1.48 Million
1.69% of portfolio
|
Q2 2025
New holding
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 13, 2025 Q3 2025 |
27,913
shares
|
$1.47 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
27,011
shares
|
$1.42 Million
0.02% of portfolio
|
Q3 2025
Reduced 10.79%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
26,864
shares
|
$1.41 Million
0.04% of portfolio
|
Q3 2025
Reduced 60.17%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
26,775
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.17%
|
|
|
Evelyn Partners Investment Management LLP
London, |
Nov 14, 2025 Q3 2025 |
26,741
shares
|
$1.4 Million
0.05% of portfolio
|
Q4 2024
Added 48.72%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
26,582
shares
|
$1.4 Million
0.01% of portfolio
|
Q2 2025
Added 218.5%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
26,456
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 31, 2025 Q3 2025 |
26,395
shares
|
$1.39 Million
0.45% of portfolio
|
Q3 2025
Reduced 15.13%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
26,004
shares
|
$1.36 Million
0.11% of portfolio
|
Q3 2025
Added 927.83%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
25,267
shares
|
$1.33 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.35%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
Nov 06, 2025 Q3 2025 |
25,000
shares
|
$1.31 Million
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Parsons Capital Management Inc
|
Oct 29, 2025 Q3 2025 |
24,743
shares
|
$1.3 Million
0.1% of portfolio
|
Q1 2020
Reduced 50.0%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
24,672
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2023
Added 183.52%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
24,653
shares
|
$1.29 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Nicholas Company, Inc.
|
Nov 12, 2025 Q3 2025 |
24,380
shares
|
$1.28 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
24,175
shares
|
$1.27 Million
0.05% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
23,826
shares
|
$1.25 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Dean Capital Management
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
23,200
shares
|
$1.22 Million
0.6% of portfolio
|
Q3 2025
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
23,131
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
22,924
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
22,515
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2025
Reduced 11.26%
|
|