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 $7.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
160
shares
|
$8,398
0.0% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
150
shares
|
$7,873
0.0% of portfolio
|
Q2 2022
Reduced 80.39%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
142
shares
|
$7,453
0.0% of portfolio
|
Q3 2025
Reduced 84.19%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
136
shares
|
$7,138
0.0% of portfolio
|
Q2 2025
Added 11.48%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
120
shares
|
$6,298
0.0% of portfolio
|
Q3 2025
Added 64.38%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
112
shares
|
$5,878
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
106
shares
|
$5,563
0.0% of portfolio
|
Q2 2025
Added 53.62%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
104
shares
|
$5,458
0.0% of portfolio
|
Q3 2025
Reduced 65.56%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
103
shares
|
$5,406
0.0% of portfolio
|
Q4 2024
Reduced 11.21%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
88
shares
|
$4,619
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
76
shares
|
$3,989
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
74
shares
|
$3,884
0.0% of portfolio
|
Q3 2025
Reduced 13.95%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
67
shares
|
$3,516
0.0% of portfolio
|
Q3 2025
Reduced 9.46%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
64
shares
|
$3,359
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
62
shares
|
$3,254
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
57
shares
|
$2,991
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
55
shares
|
$2,886
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
52
shares
|
$2,729
0.0% of portfolio
|
Q3 2025
Reduced 8.77%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
50
shares
|
$2,624
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
50
shares
|
$2,624
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
48
shares
|
$2,519
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
40
shares
|
$2,099
0.0% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
38
shares
|
$1,994
0.0% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
38
shares
|
$1,994
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
36
shares
|
$1,889
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|