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Jefferies Financial Group (JEF) Institutional Ownership

Jefferies Financial Group logo
$55.14 +0.00 (+0.01%)
Closing price 08/14/2026 03:59 PM Eastern
Extended Trading
$55.25 +0.11 (+0.19%)
As of 08/14/2026 07:34 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Jefferies Financial Group (NYSE:JEF)

Current
Institutional Ownership
Percentage
60.88%
Number of
Institutional Buyers
(last 12 months)
338
Total
Institutional Inflows
(last 12 months)
$2.99B
Number of
Institutional Sellers
(last 12 months)
210
Total
Institutional Outflows
(last 12 months)
$1.42B
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JEF Institutional Buying and Selling by Quarter

Jefferies Financial Group Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2026Freestone Grove Partners LP1,591,384$79.54M0.5%N/A0.821%
8/15/2026Man Group plc654,306$32.70M0.1%N/A0.338%
8/15/2026Western Wealth Management LLC8,579$429K0.0%N/A0.004%
8/15/2026Polar Asset Management Partners Inc.42,909$2.15M0.0%N/A0.022%
8/15/2026Jupiter Topco LLC67,014$3.35M0.0%N/A0.035%
8/14/2026Hsbc Holdings PLC58,278$2.93M0.0%N/A0.030%
8/14/2026Ancora Advisors LLC13,425$671K0.0%N/A0.007%
8/14/2026Canada Pension Plan Investment Board17,000$850K0.0%N/A0.009%
8/14/2026Legal & General Group Plc236,891$11.84M0.0%N/A0.122%
8/14/2026The Manufacturers Life Insurance Company 144,741$7.23M0.0%N/A0.075%
8/14/2026Fiduciary Financial Advisors1,471$73K0.0%N/A0.001%
8/14/2026 Algert Global LLC275,086$13.75M0.2%+9.7%0.142%
8/13/2026 Safeguard Investment Advisory Group LLC39,437$1.97M0.5%N/A0.020%
8/13/2026 Sanctuary Advisors LLC7,706$385K0.0%N/A0.004%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.72,820$3.64M0.0%N/A0.038%
8/13/2026 Barrow Hanley Mewhinney & Strauss LLC2,545,859$127.24M0.4%N/A1.314%
8/13/2026 Bank of Nova Scotia70,203$3.51M0.0%N/A0.036%
8/12/2026 Commerce Bank87,675$4.38M0.0%N/A0.045%
8/12/2026 Northwestern Mutual Wealth Management Co.7,579$379K0.0%N/A0.004%
8/12/2026 Chou Associates Management Inc.149,237$7.46M3.4%N/A0.077%
8/12/2026 William Blair Investment Management LLC8,873$443K0.0%N/A0.005%
8/12/2026 Landscape Capital Management L.L.C.8,219$411K0.0%N/A0.004%
8/12/2026 Ieq Capital LLC305,363$15.26M0.1%N/A0.158%
8/11/2026 Allworth Financial LP11,649$582K0.0%N/A0.006%
8/11/2026 Vise Technologies Inc.19,892$994K0.0%N/A0.010%
8/10/2026 Tocqueville Asset Management L.P.66,635$3.33M0.0%N/A0.034%
8/10/2026 West Family Investments Inc.7,367$368K0.1%N/A0.004%
8/10/2026 NewEdge Wealth LLC998,413$49.90M0.5%N/A0.515%
8/10/2026 Robotti Robert328,279$16.41M2.6%N/A0.169%
8/8/2026 First National Bank of Omaha6,200$302K0.0%N/A0.003%
8/8/2026 Meeder Advisory Services Inc.7,383$369K0.0%N/A0.004%
8/7/2026 Citizens Financial Group Inc. RI10,369$518K0.0%N/A0.005%
8/7/2026 BlackRock Inc.16,705,627$834.95M0.0%N/A8.623%
8/7/2026 Pallas Capital Advisors LLC13,020$651K0.0%N/A0.007%
8/7/2026 Deutsche Bank AG660,454$33.01M0.0%N/A0.341%
8/7/2026 Trust Co. of Vermont785$39K0.0%N/A0.000%
8/7/2026 Trivium Point Advisory LLC4,480$224K0.0%N/A0.002%
8/6/2026 Global Retirement Partners LLC727$36K0.0%N/A0.000%
8/6/2026 Bank of New York Mellon Corp1,339,953$66.97M0.0%N/A0.692%
8/6/2026 Focus Partners Advisor Solutions LLC26,583$1.33M0.0%N/A0.014%
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8/6/2026 GSA Capital Partners LLP28,889$1.44M0.1%N/A0.015%
7/10/2026 Wedge Capital Management L L P NC42,761$2.14M0.0%-2.0%0.021%
7/10/2026 Family Wealth Partners LLC4,888$244K0.1%N/A0.002%
7/10/2026 Handelsbanken Fonder AB48,703$2.43M0.0%+3.4%0.024%
7/9/2026 Hennion & Walsh Asset Management Inc.6,872$343K0.0%-8.6%0.003%
7/8/2026 Gradient Investments LLC308,894$15.44M0.2%+2.5%0.151%
7/8/2026 Beacon Investment Advisory Services Inc.6,112$305K0.0%-67.8%0.003%
7/8/2026 Kwmg LLC9,906$495K0.0%-2.7%0.005%
7/8/2026 Assenagon Asset Management S.A.1,027,771$51.37M0.1%-6.1%0.503%
7/8/2026 Sanders Morris Harris LLC4,200$210K0.1%N/A0.002%
7/2/2026 Versant Capital Management Inc928$46K0.0%+300.0%0.000%
7/2/2026 CX Institutional547$27K0.0%+77.6%0.000%
6/24/2026Basecamp Wealth Advisors LLC796$33K0.0%+665.4%0.000%
6/18/2026Western Wealth Management LLC8,667$358K0.0%N/A0.004%
6/18/2026 Pacer Advisors Inc.19,504$805K0.0%-1.2%0.010%
6/3/2026 Parallel Advisors LLC16,522$682K0.0%-32.9%0.008%
6/3/2026 NewEdge Advisors LLC38,678$1.60M0.0%+6.4%0.019%
6/1/2026Caerus Investment Advisors LLC5,906$244K0.1%-8.6%0.003%
5/22/2026 Segall Bryant & Hamill LLC29,064$1.20M0.0%-12.1%0.014%
5/21/2026 Essential Partners LLC1,473$61K0.0%-69.1%0.001%
5/21/2026 Vestor Capital LLC4,646$192K0.0%+467.3%0.002%
5/19/2026Western Wealth Management LLC8,667$358K0.0%N/A0.004%
5/19/2026Bank of America Corp DE775,985$32.03M0.0%-55.0%0.380%
5/19/2026 Bull Harbor Capital LLC14,911$615K0.2%N/A0.007%
5/18/2026 Amundi47,683$1.97M0.0%-56.2%0.023%
5/18/2026 EverSource Wealth Advisors LLC4,462$184K0.0%+12.6%0.002%
5/18/2026California State Teachers Retirement System179,421$7.41M0.0%+22.3%0.088%
5/18/2026Royal Bank of Canada59,784$2.47M0.0%-56.0%0.029%
5/18/2026Empowered Funds LLC36,498$1.51M0.0%+808.6%0.018%
5/16/2026The Manufacturers Life Insurance Company119,913$4.95M0.0%-2.0%0.059%
5/16/2026 Quantinno Capital Management LP258,350$10.66M0.0%-31.9%0.126%
5/16/2026 Copley Financial Group Inc.7,335$303K0.2%-5.5%0.004%
5/16/2026SummitTX Capital L.P.28,767$1.19M0.0%N/A0.014%
5/15/2026 Endure Capital Management LLC28,828$1.19M0.8%N/A0.014%
5/15/2026Waverly Advisors LLC10,709$442K0.0%+25.8%0.005%
5/15/2026 Entropy Technologies LP124,782$5.15M0.2%+360.1%0.061%
5/14/2026Public Employees Retirement System of Ohio48,297$1.99M0.0%+4.8%0.024%
5/14/2026 Compound Planning Inc.4,883$202K0.0%-31.1%0.002%
5/14/2026 Arrowstreet Capital Limited Partnership72,287$2.98M0.0%N/A0.035%
5/14/2026Caxton Associates LLP42,756$1.77M0.0%+34.4%0.021%
5/14/2026 Moerus Capital Management LLC777,068$32.07M11.8%+27.4%0.380%
5/14/2026 Bank of Nova Scotia207,450$8.56M0.0%N/A0.101%
5/14/2026Sei Investments Co.860,887$35.53M0.0%-12.4%0.421%
5/14/2026 Lido Advisors LLC7,656$316K0.0%N/A0.004%
5/13/2026 NewEdge Wealth LLC1,017,831$42.01M0.5%+10.1%0.498%
5/13/2026 CI Investments Inc.85,677$3.54M0.0%-86.2%0.042%
5/13/2026 First Trust Advisors LP177,049$7.31M0.0%-70.8%0.087%
5/12/2026First Wilshire Securities Management Inc.52,828$2.18M0.5%+1.3%0.026%
5/8/2026 PNC Financial Services Group Inc.71,409$2.95M0.0%-3.7%0.035%
5/7/2026 Meeder Advisory Services Inc.8,947$369K0.0%+6.8%0.004%
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5/7/2026 Dimensional Fund Advisors LP2,666,097$110.02M0.0%+2.2%1.304%
5/7/2026 Parallel Advisors LLC16,522$682K0.0%-32.9%0.008%
5/7/2026 KBC Group NV95,294$3.93M0.0%+0.4%0.047%
5/7/2026 Swiss National Bank306,200$12.64M0.0%+0.4%0.150%
5/6/2026California Public Employees Retirement System266,363$10.99M0.0%-5.8%0.130%
5/6/2026Kera Capital Partners Inc.6,076$251K0.0%N/A0.003%
5/6/2026 Modera Wealth Management LLC25,685$1.06M0.0%-2.3%0.013%
5/6/2026 Allspring Global Investments Holdings LLC12,543$519K0.0%-99.8%0.006%
5/5/2026 Bank of New York Mellon Corp1,404,248$57.95M0.0%-1.7%0.687%
5/5/2026 First National Bank of Hutchinson5,911$244K0.2%N/A0.003%


JEF Institutional Ownership - Frequently Asked Questions

During the previous two years, 655 institutional investors and hedge funds held shares of Jefferies Financial Group. The most heavily invested institutionals were Vanguard Group Inc. ($913.10M), BlackRock Inc. ($834.95M), Sumitomo Mitsui Financial Group Inc. ($724.97M), FMR LLC ($421.88M), Alliancebernstein L.P. ($377.83M), Massachusetts Mutual Life Insurance Co. ($364.97M), and State Street Corp ($295.08M).Learn more on Jefferies Financial Group's institutional investors.

60.88% of Jefferies Financial Group's stock is owned by institutional investors. Learn more on JEF's institutional investor holdings.

Of the 555 institutional investors that purchased Jefferies Financial Group's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($16.71M), Sumitomo Mitsui Financial Group Inc. ($9.25M), FMR LLC ($5.01M), Norges Bank ($4.77M), Massachusetts Mutual Life Insurance Co. ($4.66M), Alliancebernstein L.P. ($4.50M), and Alyeska Investment Group L.P. ($3.98M).

Institutional investors have bought a total of 53,796,033 shares in the last 24 months. This purchase volume represents approximately $2.99B in transactions.

Of the 210 institutional investors that sold Jefferies Financial Group's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($7.34M), JPMorgan Chase & Co. ($2.80M), Artemis Investment Management LLP ($1.40M), Invesco Ltd. ($1.21M), Bank of America Corp DE ($947.16K), Alliancebernstein L.P. ($919.38K), and Qube Research & Technologies Ltd ($730.55K).

Institutional investors have sold a total of 25,907,519 shares in the last 24 months. This volume of shares sold represents approximately $1.42B in transactions.


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Institutional ownership data for NYSE:JEF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/17/2026. New 13F filings are added each quarter as they're published.
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