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 659 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 |
|---|---|---|---|---|---|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
418,639
shares
|
$22 Million
2.95% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2025 Q3 2025 |
401,696
shares
|
$21.1 Million
0.03% of portfolio
|
Q3 2025
Added 26.9%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
399,658
shares
|
$21 Million
0.01% of portfolio
|
Q3 2025
Reduced 31.98%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
385,040
shares
|
$20.2 Million
0.01% of portfolio
|
Q3 2025
Added 10.72%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
375,000
shares
|
$19.7 Million
0.1% of portfolio
|
Q3 2021
Added 19.05%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
368,474
shares
|
$19.3 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.84%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
364,934
shares
|
$19.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.98%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
359,803
shares
|
$18.9 Million
0.01% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
343,068
shares
|
$18 Million
0.11% of portfolio
|
Q3 2025
Added 183.17%
|
|
|
Robotti Robert
New York, NY |
Nov 10, 2025 Q3 2025 |
332,691
shares
|
$17.5 Million
3.9% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
332,349
shares
|
$17.4 Million
0.04% of portfolio
|
Q3 2025
Added 572.21%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
330,581
shares
|
$17.4 Million
0.05% of portfolio
|
Q3 2025
Reduced 7.54%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
328,909
shares
|
$17.3 Million
0.03% of portfolio
|
Q3 2025
Added 46.79%
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
321,604
shares
|
$16.9 Million
0.16% of portfolio
|
Q3 2025
Reduced 49.97%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
320,523
shares
|
$16.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.27%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
305,790
shares
|
$16.1 Million
0.22% of portfolio
|
Q3 2025
Added 167.65%
|
|
|
Swiss National Bank
Zurich, V8 |
Nov 13, 2025 Q3 2025 |
299,900
shares
|
$15.7 Million
0.01% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Burgundy Asset Management Ltd.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
294,896
shares
|
$15.5 Million
0.19% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
Nov 14, 2025 Q3 2025 |
294,445
shares
|
$15.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.17%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
293,716
shares
|
$15.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
288,987
shares
|
$15.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 49.95%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
267,395
shares
|
$14 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.93%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
263,853
shares
|
$13.8 Million
0.15% of portfolio
|
Q3 2023
Added 0.37%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
251,886
shares
|
$13.2 Million
0.05% of portfolio
|
Q3 2025
Added 28.88%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
246,285
shares
|
$12.9 Million
0.0% of portfolio
|
Q3 2025
Added 5.59%
|
|