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 |
|---|---|---|---|---|---|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
909
shares
|
$47,713
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
838
shares
|
$43,986
0.0% of portfolio
|
Q3 2025
Added 59.92%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
816
shares
|
$42,831
0.0% of portfolio
|
Q3 2025
Reduced 8.52%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
807
shares
|
$42,359
0.01% of portfolio
|
Q3 2025
Added 4.53%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
765
shares
|
$40,154
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
741
shares
|
$38,895
0.0% of portfolio
|
Q3 2025
Added 34.73%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
736
shares
|
$38,632
0.01% of portfolio
|
Q4 2025
Added 433.33%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
679
shares
|
$35,640
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
679
shares
|
$35,640
0.0% of portfolio
|
Q4 2022
Reduced 28.3%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
678
shares
|
$35,588
0.01% of portfolio
|
Q3 2023
Added 13.0%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
670
shares
|
$35,168
0.0% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
667
shares
|
$35,010
0.0% of portfolio
|
Q3 2025
Added 13.24%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
550
shares
|
$28,869
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
528
shares
|
$27,714
0.0% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Bayforest Capital LTD
London, X0 |
Oct 24, 2025 Q3 2025 |
508
shares
|
$26,664
0.02% of portfolio
|
Q3 2025
Reduced 94.96%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
498
shares
|
$26,140
0.0% of portfolio
|
Q3 2025
Reduced 13.84%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
463
shares
|
$24,302
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
448
shares
|
$23,515
0.0% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
435
shares
|
$22,833
0.0% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
434
shares
|
$22,780
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
433
shares
|
$22,728
0.0% of portfolio
|
Q4 2022
Added 20.28%
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
431
shares
|
$22,623
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Altshuler Shaham LTD
|
Nov 13, 2025 Q3 2025 |
422
shares
|
$22,150
0.0% of portfolio
|
Q3 2025
Added 17.22%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
421
shares
|
$22,098
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
405
shares
|
$21,258
0.02% of portfolio
|
Q3 2024
Reduced 37.21%
|
|