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 |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
10,546
shares
|
$553,559
0.01% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
10,365
shares
|
$544,058
0.03% of portfolio
|
Q3 2025
Reduced 4.82%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
9,970
shares
|
$523,325
0.01% of portfolio
|
Q2 2025
Added 5.4%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
9,807
shares
|
$514,769
0.0% of portfolio
|
Q3 2025
Added 24.53%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
9,666
shares
|
$507,368
0.0% of portfolio
|
Q3 2025
Added 27.52%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
9,535
shares
|
$500,492
0.04% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
9,526
shares
|
$500,019
0.08% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
9,477
shares
|
$497,447
0.0% of portfolio
|
Q2 2025
Added 12.49%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
9,437
shares
|
$495,348
0.01% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
9,237
shares
|
$484,850
0.01% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Nov 14, 2025 Q3 2025 |
9,106
shares
|
$477,973
0.04% of portfolio
|
Q3 2025
Reduced 32.04%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
9,017
shares
|
$473,302
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
8,850
shares
|
$464,536
0.01% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
8,750
shares
|
$459,287
0.16% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Oct 27, 2025 Q3 2025 |
8,652
shares
|
$454,143
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Ethic Inc.
New York, NY |
Oct 17, 2025 Q3 2025 |
8,527
shares
|
$447,582
0.01% of portfolio
|
Q3 2025
Reduced 5.01%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
8,501
shares
|
$446,217
0.0% of portfolio
|
Q1 2024
Added 0.35%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
8,398
shares
|
$440,811
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Maryland State Retirement & Pension System
|
Oct 28, 2025 Q3 2025 |
8,158
shares
|
$428,213
0.01% of portfolio
|
Q1 2025
Reduced 15.55%
|
|
|
Carmel Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
8,002
shares
|
$420,024
0.25% of portfolio
|
Q3 2025
Reduced 34.59%
|
|
|
Arnhold LLC
|
Nov 07, 2025 Q3 2025 |
8,000
shares
|
$419,920
0.05% of portfolio
|
Q1 2025
Reduced 89.98%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
7,885
shares
|
$413,883
0.02% of portfolio
|
Q3 2025
Reduced 64.61%
|
|
|
Deka Bank Deutsche Girozentrale
|
Nov 03, 2025 Q3 2025 |
7,864
shares
|
$412,781
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
111 Capital
Paris, I0 |
Nov 12, 2025 Q3 2025 |
7,744
shares
|
$406,482
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
7,700
shares
|
$404,173
0.02% of portfolio
|
Q3 2025
Reduced 0.04%
|
|