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 |
|---|---|---|---|---|---|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
6,274
shares
|
$329,322
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
6,247
shares
|
$327,905
0.21% of portfolio
|
Q3 2025
Added 94.25%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
6,214
shares
|
$326,172
0.02% of portfolio
|
Q3 2025
Added 7.49%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
6,200
shares
|
$325,438
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
6,197
shares
|
$325,280
0.0% of portfolio
|
Q3 2025
Added 23.03%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
6,112
shares
|
$320,818
0.0% of portfolio
|
Q3 2025
Added 10.78%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 17, 2025 Q3 2025 |
6,079
shares
|
$319,086
0.1% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
6,073
shares
|
$318,771
0.01% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
6,046
shares
|
$317,354
0.01% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Searle & Co.
|
Nov 03, 2025 Q3 2025 |
6,000
shares
|
$314,940
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
6,000
shares
|
$314,940
0.05% of portfolio
|
Q1 2024
Reduced 14.29%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
5,988
shares
|
$314,310
0.0% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
5,930
shares
|
$311,265
0.02% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
5,926
shares
|
$311,055
0.01% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
5,887
shares
|
$309,008
0.0% of portfolio
|
Q3 2025
Reduced 6.92%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Nov 13, 2025 Q3 2025 |
5,863
shares
|
$307,748
0.1% of portfolio
|
Q3 2025
Reduced 79.38%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
5,858
shares
|
$307,486
0.01% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
5,845
shares
|
$306,804
0.01% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2025 Q3 2025 |
5,830
shares
|
$306,016
0.01% of portfolio
|
Q1 2025
Reduced 4.85%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
5,814
shares
|
$305,176
0.02% of portfolio
|
Q3 2025
Reduced 21.04%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
5,810
shares
|
$304,966
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
5,770
shares
|
$302,867
0.03% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
5,690
shares
|
$298,668
0.03% of portfolio
|
Q3 2025
Added 11.33%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
5,648
shares
|
$296,463
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
5,627
shares
|
$295,361
0.0% of portfolio
|
Q3 2025
Added 4.73%
|
|