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 653 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 $7.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jan 15, 2026 Q4 2025 |
3,241
shares
|
$170,120
0.14% of portfolio
|
Q4 2025
New holding
|
|
|
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%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
3,119
shares
|
$163,716
0.01% of portfolio
|
Q4 2025
Reduced 11.52%
|
|
|
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%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
2,525
shares
|
$132,537
0.0% of portfolio
|
Q3 2022
Added 27.85%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
2,500
shares
|
$131,225
0.0% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
2,433
shares
|
$127,708
0.01% of portfolio
|
Q1 2024
Reduced 7.42%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
2,204
shares
|
$115,687
0.08% of portfolio
|
Q3 2025
Reduced 36.5%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
2,159
shares
|
$113,325
0.0% of portfolio
|
Q3 2025
Added 11.17%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
2,104
shares
|
$110,438
0.01% of portfolio
|
Q4 2025
Reduced 6.94%
|
|