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 |
|---|---|---|---|---|---|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
7,263
shares
|
$389,078
0.04% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
7,220
shares
|
$386,775
0.03% of portfolio
|
Q3 2023
Added 3.77%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Feb 14, 2025 Q4 2024 |
7,095
shares
|
$380,079
0.02% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
7,080
shares
|
$379,275
0.15% of portfolio
|
Q1 2024
Reduced 34.18%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
7,012
shares
|
$375,632
0.03% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Feb 10, 2025 Q4 2024 |
6,850
shares
|
$366,954
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Feb 13, 2025 Q4 2024 |
6,782
shares
|
$363,311
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
6,686
shares
|
$358,169
0.06% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
6,554
shares
|
$351,097
0.0% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Jan 31, 2025 Q4 2024 |
6,507
shares
|
$348,579
0.0% of portfolio
|
Q4 2024
Added 5.6%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Feb 14, 2025 Q4 2024 |
6,500
shares
|
$348,205
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Net Worth Advisory Group
Sandy, UT |
Feb 07, 2025 Q4 2024 |
6,488
shares
|
$347,562
0.15% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,445
shares
|
$345,258
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
6,420
shares
|
$343,919
0.06% of portfolio
|
Q4 2024
Reduced 85.75%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
6,397
shares
|
$342,687
0.02% of portfolio
|
Q4 2024
Added 119.9%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
6,367
shares
|
$341,080
0.01% of portfolio
|
Q4 2024
Reduced 4.94%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
6,320
shares
|
$338,562
0.05% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Maple Capital Management, Inc.
|
Feb 05, 2025 Q4 2024 |
6,316
shares
|
$338,348
0.04% of portfolio
|
Q1 2024
Reduced 4.27%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
6,281
shares
|
$336,473
0.05% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
6,274
shares
|
$336,098
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
6,200
shares
|
$332,134
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
6,128
shares
|
$328,276
0.0% of portfolio
|
Q4 2024
Reduced 95.83%
|
|
|
Shelton Capital Management
Denver, CO |
Feb 13, 2025 Q4 2024 |
6,127
shares
|
$328,223
0.01% of portfolio
|
Q4 2024
Reduced 8.63%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
6,126
shares
|
$328,169
0.01% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
6,118
shares
|
$327,741
0.0% of portfolio
|
Q4 2024
Added 25.16%
|