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 647 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 $7.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shelton Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
14,865
shares
|
$796,318
0.62% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
14,812
shares
|
$793,478
0.1% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Citadel Investment Advisory, Inc.
|
Jan 24, 2025 Q4 2024 |
14,785
shares
|
$792,032
0.6% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
14,775
shares
|
$791,496
0.03% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
14,591
shares
|
$781,639
0.01% of portfolio
|
Q4 2024
Added 199.36%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
14,512
shares
|
$777,407
0.0% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
14,496
shares
|
$776,550
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kwmg, LLC
|
Jan 13, 2025 Q4 2024 |
14,477
shares
|
$775,532
0.12% of portfolio
|
Q4 2024
Reduced 7.0%
|
|
|
Thoma Capital Management LLC
Towson, MD |
Mar 18, 2025 Q4 2024 |
14,413
shares
|
$772,104
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
14,135
shares
|
$757,211
0.02% of portfolio
|
Q3 2024
Reduced 15.86%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 27, 2025 Q4 2024 |
14,133
shares
|
$757,104
0.01% of portfolio
|
Q4 2024
Added 8.36%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
14,111
shares
|
$755,926
0.04% of portfolio
|
Q3 2022
Added 0.22%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
14,102
shares
|
$755,444
0.21% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
14,088
shares
|
$754,694
0.01% of portfolio
|
Q4 2024
Added 77.68%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
14,085
shares
|
$754,533
0.06% of portfolio
|
Q4 2024
Reduced 16.76%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
13,998
shares
|
$749,872
0.02% of portfolio
|
Q4 2024
Reduced 10.56%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Jan 17, 2025 Q4 2024 |
13,829
shares
|
$740,819
1.93% of portfolio
|
Q4 2024
Reduced 9.2%
|
|
|
Calamos Advisors LLC
|
Jan 24, 2025 Q4 2024 |
13,818
shares
|
$740,230
0.01% of portfolio
|
Q4 2024
Added 28.82%
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
13,645
shares
|
$730,962
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
13,553
shares
|
$726,034
0.02% of portfolio
|
Q4 2024
Added 22.21%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
13,273
shares
|
$711,034
0.0% of portfolio
|
Q4 2024
Added 12.62%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
12,968
shares
|
$694,695
0.02% of portfolio
|
Q3 2022
Added 0.78%
|
|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
12,701
shares
|
$680,392
0.0% of portfolio
|
Q4 2024
Reduced 12.41%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,600
shares
|
$674,982
0.01% of portfolio
|
Q4 2024
Reduced 12.16%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
Feb 14, 2025 Q4 2024 |
12,594
shares
|
$674,660
0.85% of portfolio
|
Q1 2024
Reduced 6.71%
|