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 655 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 |
|---|---|---|---|---|---|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
4,150
shares
|
$217,833
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
4,149
shares
|
$217,781
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
4,097
shares
|
$215,051
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Oct 23, 2025 Q3 2025 |
4,050
shares
|
$212,584
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Huber Capital Management LLC
El Segundo, CA |
Nov 13, 2025 Q3 2025 |
4,000
shares
|
$209,960
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
4,000
shares
|
$209,960
0.0% of portfolio
|
Q3 2025
Reduced 96.47%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
3,953
shares
|
$207,492
0.02% of portfolio
|
Q3 2025
Added 6.64%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
3,910
shares
|
$205,235
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
3,896
shares
|
$204,501
0.0% of portfolio
|
Q3 2025
Added 6.39%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
3,876
shares
|
$203,451
0.02% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,872
shares
|
$203,241
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
3,835
shares
|
$201,299
0.01% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2025 Q3 2025 |
3,798
shares
|
$199,357
0.0% of portfolio
|
Q3 2025
Reduced 93.44%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
3,777
shares
|
$198,254
0.0% of portfolio
|
Q3 2025
Reduced 13.23%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
3,776
shares
|
$198,202
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Profund Advisors LLC
|
Nov 05, 2025 Q3 2025 |
3,772
shares
|
$197,992
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
3,771
shares
|
$197,939
0.0% of portfolio
|
Q3 2025
Reduced 6.12%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Nov 03, 2025 Q3 2025 |
3,741
shares
|
$196,365
0.05% of portfolio
|
Q3 2024
Added 10.83%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
3,703
shares
|
$194,370
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
3,617
shares
|
$189,856
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
3,596
shares
|
$188,754
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 20, 2025 Q3 2025 |
3,573
shares
|
$187,546
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
3,477
shares
|
$182,507
0.02% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Nov 14, 2025 Q3 2025 |
3,359
shares
|
$176,313
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
3,271
shares
|
$171,694
0.0% of portfolio
|
Q2 2025
Added 15.1%
|
|