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Jefferies Financial Group (JEF) Institutional Ownership

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$47.22 +0.49 (+1.05%)
Closing price 05/1/2025 03:59 PM Eastern
Extended Trading
$46.68 -0.54 (-1.14%)
As of 05:10 AM Eastern
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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)
331
Total
Institutional Inflows
(last 12 months)
$2.95B
Number of
Institutional Sellers
(last 12 months)
231
Total
Institutional Outflows
(last 12 months)
$1.36B
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JEF Institutional Buying and Selling by Quarter

Jefferies Financial Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2025CWM LLC1,419$76K0.0%-15.6%0.001%
5/1/2025Louisiana State Employees Retirement System45,600$2.44M0.0%+1.1%0.022%
5/1/2025Stephens Inc. AR4,832$259K0.0%-46.8%0.002%
5/1/2025New York State Common Retirement Fund86,937$4.66M0.0%-5.2%0.042%
5/1/2025Mutual of America Capital Management LLC83,797$4.49M0.1%-2.3%0.041%
5/1/2025Arizona State Retirement System44,210$2.37M0.0%-1.2%0.021%
5/1/2025Xponance Inc.23,789$1.27M0.0%-5.5%0.012%
4/30/2025 State of Michigan Retirement System39,016$2.09M0.0%+1.6%0.019%
4/30/2025 Cerity Partners LLC226,455$12.13M0.0%-21.0%0.110%
4/30/2025 Allworth Financial LP1,631$87K0.0%-49.3%0.001%
4/30/2025 Rock Point Advisors LLC170,605$9.14M2.8%-17.6%0.083%
4/30/2025 Mraz Amerine & Associates Inc.542,398$28.32M4.9%+0.7%0.263%
4/30/2025 Nisa Investment Advisors LLC72,552$3.89M0.0%-4.4%0.035%
4/30/2025 Banque Pictet & Cie SA11,498$616K0.0%N/A0.006%
4/30/2025 Greenleaf Trust5,848$313K0.0%-10.8%0.003%
4/30/2025 M&T Bank Corp37,431$2.01M0.0%-10.3%0.018%
4/29/2025 U.S. Capital Wealth Advisors LLC45,062$2.41M0.1%+1.3%0.022%
4/29/2025 Richard Bernstein Advisors LLC46,051$2.47M0.1%N/A0.022%
4/29/2025 TD Private Client Wealth LLC1,492$80K0.0%-44.9%0.001%
4/29/2025 Envestnet Asset Management Inc.239,887$12.85M0.0%-10.2%0.116%
4/29/2025 Sierra Ocean LLC1,848$99K0.1%+824.0%0.001%
4/29/2025 Lee Danner & Bass Inc.104,690$5.61M0.5%-5.0%0.051%
4/29/2025 Riggs Asset Managment Co. Inc.101,885$5.46M1.6%+63.9%0.049%
4/29/2025 Simmons Bank8,970$481K0.0%+3.5%0.004%
4/29/2025 HM Payson & Co.2,400$129K0.0%-35.1%0.001%
4/29/2025 Bank of New York Mellon Corp1,703,346$91.25M0.0%-1.4%0.826%
4/29/2025 SMART Wealth LLC3,779$202K0.1%N/A0.002%
4/29/2025 GF Fund Management CO. LTD.8,625$462K0.0%N/A0.004%
4/29/2025 OneDigital Investment Advisors LLC5,102$273K0.0%+29.3%0.002%
4/29/2025 Moody Aldrich Partners LLC4,074$218K0.0%-28.0%0.002%
4/28/2025 Principal Financial Group Inc.1,587,779$85.06M0.0%-3.5%0.770%
4/28/2025 MBM Wealth Consultants LLC27,627$1.48M0.4%-0.8%0.013%
4/28/2025 Teacher Retirement System of Texas29,542$1.58M0.0%+38.6%0.014%
4/28/2025 Miller Howard Investments Inc. NY520,350$27.88M0.9%-60.5%0.252%
4/28/2025 Redmont Wealth Advisors LLC9,899$530K1.0%-28.4%0.005%
4/25/2025 MorganRosel Wealth Management LLC23,039$1.23M0.4%N/A0.011%
4/25/2025 New York State Teachers Retirement System189,289$10.14M0.0%-9.6%0.092%
4/25/2025 Amalgamated Bank76,064$4.08M0.0%-3.5%0.037%
4/25/2025 Waterfront Wealth Inc.146,258$7.84M1.9%-0.3%0.071%
4/25/2025 KBC Group NV112,204$6.01M0.0%+2.4%0.054%
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4/24/2025 Allspring Global Investments Holdings LLC6,412,167$343.31M0.6%+4.0%3.109%
4/24/2025 Highland Capital Management LLC19,015$1.02M0.1%+2.4%0.009%
4/24/2025 Lafayette Investments Inc.138,858$7.44M1.6%-21.6%0.067%
4/24/2025 Artemis Investment Management LLP450,043$24.11M0.4%-67.7%0.218%
4/23/2025 Creative Financial Designs Inc. ADV2,282$122K0.0%+86.6%0.001%
4/23/2025 Sequoia Financial Advisors LLC148,717$7.97M0.1%+3.4%0.072%
4/23/2025 Sylvest Advisors LLC10,918$585K0.4%+5.4%0.005%
4/23/2025 Bessemer Group Inc.613$33K0.0%-69.8%0.000%
4/23/2025 JCIC Asset Management Inc.705$38K0.0%+193.8%0.000%
4/23/2025 Harbour Capital Advisors LLC33,965$1.82M0.4%+23.8%0.016%
4/23/2025 Oppenheimer Asset Management Inc.4,884$262K0.0%N/A0.002%
4/23/2025 Oppenheimer & Co. Inc.264,074$14.15M0.2%-5.0%0.128%
4/23/2025 Continuum Advisory LLC666$36K0.0%-34.1%0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.4,140$222K0.0%-54.9%0.002%
4/21/2025 Retirement Systems of Alabama497,161$26.63M0.1%+0.2%0.241%
4/21/2025 Blue Trust Inc.2,842$152K0.0%-25.2%0.001%
4/21/2025 Davidson Capital Management Inc.39,439$2.11M0.6%N/A0.019%
4/21/2025 State of Alaska Department of Revenue19,079$1.02M0.0%+3.1%0.009%
4/18/2025 Bfsg LLC5,394$289K0.0%-6.4%0.003%
4/17/2025 QRG Capital Management Inc.23,098$1.24M0.0%-7.0%0.011%
4/17/2025 Janney Montgomery Scott LLC4,922$264K0.0%+18.5%0.002%
4/17/2025 Citadel Investment Advisory Inc.15,285$819K0.4%+3.4%0.007%
4/15/2025 Tran Capital Management L.P.276,532$14.81M2.0%N/A0.134%
4/15/2025 Fifth Third Bancorp2,873$154K0.0%+13.8%0.001%
4/15/2025 Assenagon Asset Management S.A.401,454$21.51M0.0%-50.0%0.195%
4/15/2025 SG Americas Securities LLC13,633$730K0.0%+687.1%0.007%
4/15/2025 GAMMA Investing LLC1,151$62K0.0%+123.9%0.001%
4/14/2025 Yousif Capital Management LLC58,935$3.16M0.0%-2.4%0.029%
4/14/2025 Farther Finance Advisors LLC9,594$514K0.0%-9.9%0.005%
4/14/2025 GoodHaven Capital Management LLC439,987$23.57M8.0%-2.1%0.213%
4/14/2025 Wedge Capital Management L L P NC41,173$2.21M0.0%+47.2%0.020%
4/14/2025 Park Avenue Securities LLC25,529$1.37M0.0%-25.1%0.012%
4/14/2025 UMB Bank n.a.8,534$457K0.0%+5.8%0.004%
4/11/2025 Gateway Investment Advisers LLC59,572$3.19M0.0%+6.8%0.029%
4/10/2025 Secure Asset Management LLC13,001$696K0.1%N/A0.006%
4/10/2025 Hennion & Walsh Asset Management Inc.26,980$1.45M0.1%-55.1%0.013%
4/10/2025 AEGON ASSET MANAGEMENT UK Plc202,299$10.83M0.2%-20.8%0.098%
4/9/2025 Kwmg LLC14,139$757K0.1%-2.3%0.007%
4/9/2025 Fulton Bank N.A.15,414$826K0.0%+4.1%0.007%
4/9/2025 NBC Securities Inc.3,438$184K0.0%+114,500.0%0.002%
4/9/2025 Ervin Investment Management LLC87,485$4.69M3.1%+148.9%0.042%
4/8/2025 Rhumbline Advisers455,232$24.39M0.0%-1.4%0.221%
4/8/2025 Fifth Third Wealth Advisors LLC5,034$270K0.0%-7.1%0.002%
4/8/2025 Parallel Advisors LLC6,851$367K0.0%+285.8%0.003%
4/7/2025 GAMMA Investing LLC61,659$3.30M0.0%+11,895.9%0.030%
4/4/2025 Quent Capital LLC5,791$310K0.0%-7.8%0.003%
4/3/2025 Boston Common Asset Management LLC107,399$5.75M0.2%-10.0%0.052%
4/3/2025 Insight Wealth Strategies LLC60,109$3.22M0.4%+7.4%0.029%
4/2/2025 Kera Capital Partners Inc.82,311$4.41M1.3%+110.8%0.040%
4/1/2025 MassMutual Private Wealth & Trust FSB1,525$82K0.0%+105.5%0.001%
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3/18/2025California State Teachers Retirement System145,717$11.42M0.0%-7.8%0.071%
3/18/2025111 Capital3,109$244K0.1%N/A0.002%
3/18/2025Thoma Capital Management LLC14,413$1.13M0.8%N/A0.007%
3/17/2025 Wealth Enhancement Advisory Services LLC141,364$11.08M0.0%-1.2%0.069%
2/27/2025Jefferies Financial Group Inc.14,133$1.11M0.0%+8.4%0.007%
2/27/2025 HWG Holdings LP35,333$2.77M0.9%-34.0%0.017%
2/21/2025AlphaCore Capital LLC40,153$3.15M0.7%-0.6%0.019%
2/20/2025Mackenzie Financial Corp23,228$1.82M0.0%-8.0%0.011%
2/20/2025Forum Financial Management LP7,722$605K0.0%+5.9%0.004%
2/19/2025Public Employees Retirement System of Ohio63,516$4.98M0.0%-6.6%0.031%
(Data available from 1/1/2016 forward)

JEF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JEF shares?

During the previous two years, 559 institutional investors and hedge funds held shares of Jefferies Financial Group. The most heavily invested institutionals were Vanguard Group Inc. ($1.20B), Sumitomo Mitsui Financial Group Inc. ($724.97M), BlackRock Inc. ($585.52M), Alliancebernstein L.P. ($469.52M), FMR LLC ($421.88M), Invesco Ltd. ($415.03M), and Massachusetts Mutual Life Insurance Co. ($364.97M).Learn more on JEF's institutional investors.

What percentage of Jefferies Financial Group stock is owned by institutional investors?

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

Which institutional investors have been buying Jefferies Financial Group stock?

Of the 455 institutional investors that purchased Jefferies Financial Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sumitomo Mitsui Financial Group Inc. ($9.25M), Allspring Global Investments Holdings LLC ($7.15M), FMR LLC ($5.01M), Massachusetts Mutual Life Insurance Co. ($4.66M), Alliancebernstein L.P. ($3.68M), Norges Bank ($2.65M), and Invesco Ltd. ($1.77M).

How much institutional buying is happening at Jefferies Financial Group?

Institutional investors have bought a total of 63,511,642 shares in the last 24 months. This purchase volume represents approximately $3.73B in transactions.

Which Jefferies Financial Group major shareholders have been selling company stock?

Of the 300 institutional investors that sold Jefferies Financial Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Vanguard Group Inc. ($4.64M), LSV Asset Management ($3.14M), Donald Smith & CO. Inc. ($2.28M), First Pacific Advisors LP ($1.40M), Artemis Investment Management LLP ($944.76K), Wedge Capital Management L L P NC ($933.41K), and Private Management Group Inc. ($889.39K).

How much institutional selling is happening at Jefferies Financial Group?

Institutional investors have sold a total of 38,664,922 shares in the last 24 months. This volume of shares sold represents approximately $1.99B in transactions.



This page (NYSE:JEF) was last updated on 5/2/2025 by MarketBeat.com Staff
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