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 622 institutions that hold shares in the stock, with a total of 130 Million shares, which have been reported (via 13F filing form) to have a value of $7.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
778,763
shares
|
$42.1 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
655,655
shares
|
$35.4 Million
0.12% of portfolio
|
Q4 2024
Added 9.7%
|
|
|
Private Management Group Inc
|
May 06, 2025 Q1 2025 |
649,540
shares
|
$35.1 Million
1.38% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Hosking Partners LLP
|
May 12, 2025 Q1 2025 |
623,813
shares
|
$33.7 Million
1.47% of portfolio
|
Q1 2025
Reduced 10.0%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
586,351
shares
|
$31.7 Million
0.04% of portfolio
|
Q4 2024
Added 62.66%
|
|
|
Moerus Capital Management LLC
New York, NY |
May 13, 2025 Q1 2025 |
574,253
shares
|
$31 Million
14.42% of portfolio
|
Q1 2025
Reduced 10.3%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Feb 14, 2025 Q4 2024 |
547,160
shares
|
$29.6 Million
0.36% of portfolio
|
Q4 2024
Reduced 17.81%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Apr 30, 2025 Q1 2025 |
542,398
shares
|
$29.3 Million
5.23% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
529,768
shares
|
$28.6 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Miller Howard Investments Inc
|
Apr 28, 2025 Q1 2025 |
520,350
shares
|
$28.1 Million
0.92% of portfolio
|
Q1 2025
Reduced 60.53%
|
|
|
Private Capital Management, LLC
Naples, FL |
Feb 14, 2025 Q4 2024 |
516,020
shares
|
$27.9 Million
4.88% of portfolio
|
Q4 2024
Reduced 11.34%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
502,900
shares
|
$27.2 Million
0.5% of portfolio
|
Q1 2025
Added 11.72%
|
|
|
Retirement Systems Of Alabama
|
Apr 21, 2025 Q1 2025 |
497,161
shares
|
$26.9 Million
0.11% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Lsv Asset Management
Chicago, IL |
May 08, 2025 Q1 2025 |
489,300
shares
|
$26.4 Million
0.06% of portfolio
|
Q1 2025
Reduced 35.29%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
479,563
shares
|
$25.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 94.0%
|
|
|
Janus Henderson Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
475,097
shares
|
$25.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.23%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Feb 14, 2025 Q4 2024 |
463,577
shares
|
$25.1 Million
0.01% of portfolio
|
Q4 2024
Added 7.1%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Feb 14, 2025 Q4 2024 |
461,546
shares
|
$24.9 Million
0.14% of portfolio
|
Q4 2024
Reduced 26.24%
|
|
|
Rhumbline Advisers
Boston, MA |
Apr 08, 2025 Q1 2025 |
455,232
shares
|
$24.6 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Artemis Investment Management LLP
|
Apr 24, 2025 Q1 2025 |
450,043
shares
|
$24.3 Million
0.39% of portfolio
|
Q1 2025
Reduced 67.73%
|
|
|
Loomis Sayles & CO L P
|
Feb 12, 2025 Q4 2024 |
446,447
shares
|
$24.1 Million
0.04% of portfolio
|
Q4 2024
Reduced 11.25%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
442,588
shares
|
$23.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 26.74%
|
|
|
Good Haven Capital Management, LLC
Millburn, NJ |
Apr 14, 2025 Q1 2025 |
439,987
shares
|
$23.8 Million
9.45% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Warren Buffett
Berkshire Hathaway Inc | Omaha, Ne
|
Feb 14, 2025 Q4 2024 |
433,558
shares
|
$23.4 Million
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Feb 14, 2025 Q4 2024 |
432,200
shares
|
$23.4 Million
0.08% of portfolio
|
Q4 2024
Added 53.92%
|