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 |
|---|---|---|---|---|---|
|
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
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
3,525
shares
|
$185,027
0.01% 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%
|
|
|
R Squared LTD
Central, K3 |
Nov 12, 2025 Q3 2025 |
3,255
shares
|
$170,854
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
3,249
shares
|
$170,540
0.0% of portfolio
|
Q3 2025
Reduced 29.05%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
3,247
shares
|
$170,435
0.0% of portfolio
|
Q3 2025
Reduced 86.46%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 12, 2025 Q3 2025 |
3,200
shares
|
$167,968
0.03% of portfolio
|
Q3 2025
Reduced 35.74%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
3,153
shares
|
$165,500
0.0% of portfolio
|
Q3 2025
Added 20.07%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
3,112
shares
|
$163,348
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
3,102
shares
|
$162,823
0.01% of portfolio
|
Q3 2025
Added 8.39%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Oct 31, 2025 Q3 2025 |
3,064
shares
|
$160,829
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
3,042
shares
|
$159,674
0.0% of portfolio
|
Q3 2025
Added 17.86%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
2,900
shares
|
$152,221
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,856
shares
|
$149,911
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
2,850
shares
|
$149,596
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
2,746
shares
|
$144,137
0.0% of portfolio
|
Q3 2025
Reduced 17.56%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
2,716
shares
|
$142,562
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
2,702
shares
|
$141,827
0.0% of portfolio
|
Q3 2025
Reduced 6.76%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,594
shares
|
$136,159
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
2,592
shares
|
$136,054
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
2,578
shares
|
$135,319
0.02% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
2,564
shares
|
$134,584
0.02% of portfolio
|
Q3 2025
Reduced 55.55%
|
|