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 658 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 |
|---|---|---|---|---|---|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
11
shares
|
$577
0.0% of portfolio
|
Q3 2025
Added 1000.0%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
11
shares
|
$577
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
10
shares
|
$524
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
9
shares
|
$472
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
8
shares
|
$419
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
8
shares
|
$419
0.0% of portfolio
|
Q3 2025
Reduced 20.0%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
7
shares
|
$367
0.0% of portfolio
|
Q3 2025
Added 75.0%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
6
shares
|
$314
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
5
shares
|
$262
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
5
shares
|
$262
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
3
shares
|
$157
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
2
shares
|
$104
0.0% of portfolio
|
Q2 2023
Reduced 71.43%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Nov 10, 2025 Q3 2025 |
2
shares
|
$104
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
2
shares
|
$104
0.0% of portfolio
|
Q3 2025
Reduced 77.78%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
2
shares
|
$104
0.0% of portfolio
|
Q2 2025
Reduced 60.0%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
1
shares
|
$52
0.0% of portfolio
|
Q2 2025
Reduced 94.44%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|