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 656 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 $7.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
405
shares
|
$21,258
0.02% of portfolio
|
Q3 2024
Reduced 37.21%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
395
shares
|
$20,733
0.0% of portfolio
|
Q1 2024
Reduced 96.73%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
370
shares
|
$19,421
0.0% of portfolio
|
Q3 2025
Added 15.99%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
365
shares
|
$19,158
0.01% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
364
shares
|
$19,106
0.0% of portfolio
|
Q3 2025
Added 91.58%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 30, 2025 Q3 2025 |
362
shares
|
$19,001
0.01% of portfolio
|
Q1 2025
Reduced 26.27%
|
|
|
Peregrine Capital Management LLC
|
Oct 23, 2025 Q3 2025 |
340
shares
|
$17,846
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2025 Q3 2025 |
335
shares
|
$17,584
0.0% of portfolio
|
Q3 2025
Reduced 96.15%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
326
shares
|
$17,111
0.0% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
320
shares
|
$16,796
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
300
shares
|
$15,747
0.01% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
300
shares
|
$15,747
0.0% of portfolio
|
Q1 2024
Reduced 34.07%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
263
shares
|
$13,804
0.0% of portfolio
|
Q3 2025
Added 10.5%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
250
shares
|
$13,122
0.0% of portfolio
|
Q3 2025
Reduced 13.79%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
240
shares
|
$12,597
0.0% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Oct 29, 2025 Q3 2025 |
240
shares
|
$12,597
0.0% of portfolio
|
Q3 2025
Reduced 65.96%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
236
shares
|
$12,387
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
225
shares
|
$11,810
0.0% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
212
shares
|
$11,127
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
205
shares
|
$10,760
0.0% of portfolio
|
Q4 2023
Reduced 30.51%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
203
shares
|
$10,655
0.01% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
201
shares
|
$10,550
0.0% of portfolio
|
Q4 2022
Reduced 69.12%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
184
shares
|
$9,658
0.0% of portfolio
|
Q2 2025
Reduced 7.07%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
181
shares
|
$9,500
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
174
shares
|
$9,133
0.0% of portfolio
|
Q3 2023
New holding
|
|