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 659 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 |
|---|---|---|---|---|---|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,267,280
shares
|
$66.5 Million
1.8% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
1,150,374
shares
|
$60.4 Million
0.01% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,061,708
shares
|
$55.7 Million
0.01% of portfolio
|
Q3 2025
Added 154.03%
|
|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
947,478
shares
|
$49.7 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.4%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
909,803
shares
|
$47.8 Million
0.9% of portfolio
|
Q3 2025
Added 16.41%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
888,540
shares
|
$46.6 Million
0.08% of portfolio
|
Q3 2025
Added 23.05%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
798,000
shares
|
$41.9 Million
0.56% of portfolio
|
Q1 2025
Added 87.76%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
786,956
shares
|
$41.3 Million
0.06% of portfolio
|
Q3 2025
Added 22.2%
|
|
|
Alyeska Investment Group, L.P.
Chicago, IL |
Nov 14, 2025 Q3 2025 |
760,977
shares
|
$39.9 Million
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Moerus Capital Management LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
679,843
shares
|
$35.7 Million
19.07% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Private Management Group Inc
|
Nov 13, 2025 Q3 2025 |
662,894
shares
|
$34.8 Million
1.29% of portfolio
|
Q3 2025
New holding
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
651,216
shares
|
$34.2 Million
0.03% of portfolio
|
Q3 2025
Added 245.16%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
629,776
shares
|
$33.1 Million
0.01% of portfolio
|
Q3 2025
Added 57.04%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
607,919
shares
|
$31.9 Million
0.04% of portfolio
|
Q3 2025
Reduced 54.58%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
574,119
shares
|
$30.1 Million
0.04% of portfolio
|
Q3 2025
Added 15.46%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
568,716
shares
|
$29.9 Million
6.18% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Miller Howard Investments Inc
|
Oct 24, 2025 Q3 2025 |
522,294
shares
|
$27.4 Million
1.08% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Bamco Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
519,528
shares
|
$27.3 Million
0.1% of portfolio
|
Q2 2025
Added 36.89%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
498,311
shares
|
$26.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 68.09%
|
|
|
Hosking Partners LLP
|
Oct 23, 2025 Q3 2025 |
488,145
shares
|
$25.6 Million
1.21% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Retirement Systems Of Alabama
|
Oct 31, 2025 Q3 2025 |
471,598
shares
|
$24.8 Million
0.1% of portfolio
|
Q3 2025
Reduced 5.33%
|
|
|
Good Haven Capital Management, LLC
Millburn, NJ |
Nov 07, 2025 Q3 2025 |
441,987
shares
|
$23.2 Million
11.1% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Warren Buffett
Berkshire Hathaway Inc | Omaha, Ne
|
Nov 14, 2025 Q3 2025 |
433,558
shares
|
$22.8 Million
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
428,246
shares
|
$22.5 Million
0.02% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
426,770
shares
|
$22.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.04%
|
|