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 |
|---|---|---|---|---|---|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
6,078
shares
|
$325,598
0.03% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
6,076
shares
|
$325,491
0.02% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Searle & Co.
|
Feb 14, 2025 Q4 2024 |
6,000
shares
|
$321,420
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
6,000
shares
|
$321,420
0.07% of portfolio
|
Q1 2024
Reduced 14.29%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
5,947
shares
|
$318,580
0.02% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
5,824
shares
|
$311,991
0.01% of portfolio
|
Q2 2024
Added 0.43%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
5,764
shares
|
$308,777
0.05% of portfolio
|
Q4 2024
Reduced 31.02%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
5,741
shares
|
$307,545
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Moody Aldrich Partners LLC
|
Jan 22, 2025 Q4 2024 |
5,661
shares
|
$303,259
0.09% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
5,622
shares
|
$301,170
0.01% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
5,595
shares
|
$299,724
0.12% of portfolio
|
Q4 2024
Reduced 5.09%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
5,593
shares
|
$299,617
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
5,421
shares
|
$290,402
0.02% of portfolio
|
Q3 2024
Reduced 15.12%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
5,400
shares
|
$289,278
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
5,391
shares
|
$288,795
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
5,338
shares
|
$285,956
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
5,275
shares
|
$282,581
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Penn Mutual Asset Management, LLC
Horsham, PA |
Feb 14, 2025 Q4 2024 |
5,225
shares
|
$279,903
1.28% of portfolio
|
Q2 2024
New holding
|
|
|
Maven Securities LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
5,200
shares
|
$278,564
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
5,143
shares
|
$275,510
0.01% of portfolio
|
Q4 2024
Added 45.49%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
5,089
shares
|
$272,617
0.02% of portfolio
|
Q4 2024
Reduced 24.11%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
5,066
shares
|
$271,385
0.0% of portfolio
|
Q4 2024
Reduced 20.37%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
5,003
shares
|
$268,010
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2025 Q4 2024 |
4,891
shares
|
$262,010
0.06% of portfolio
|
Q4 2024
Reduced 13.03%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
4,807
shares
|
$257,510
0.01% of portfolio
|
Q4 2024
New holding
|