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 646 institutions that hold shares in the stock, with a total of 143 Million shares, which have been reported (via 13F filing form) to have a value of $9.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
57
shares
|
$3,740
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
55
shares
|
$3,609
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
54
shares
|
$3,543
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
51
shares
|
$3,346
0.0% of portfolio
|
Q4 2024
Reduced 15.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
48
shares
|
$3,149
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
47
shares
|
$3,084
0.0% of portfolio
|
Q4 2024
Added 14.63%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
37
shares
|
$2,427
0.0% of portfolio
|
Q4 2024
Reduced 97.1%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
37
shares
|
$2,427
0.0% of portfolio
|
Q4 2023
Added 2.78%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
35
shares
|
$2,296
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
35
shares
|
$2,296
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
33
shares
|
$2,165
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
31
shares
|
$2,034
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
31
shares
|
$2,034
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
30
shares
|
$1,968
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
29
shares
|
$1,902
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
20
shares
|
$1,312
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
19
shares
|
$1,246
0.0% of portfolio
|
Q4 2024
Reduced 82.08%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
18
shares
|
$1,181
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
16
shares
|
$1,049
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
15
shares
|
$984
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
15
shares
|
$984
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
13
shares
|
$853
0.0% of portfolio
|
Q4 2024
Reduced 90.71%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
12
shares
|
$787
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
11
shares
|
$721
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
9
shares
|
$590
0.0% of portfolio
|
Q4 2024
New holding
|