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Jefferies Financial Group (JEF) Institutional Ownership

Jefferies Financial Group logo
$49.71 +2.33 (+4.92%)
As of 01:57 PM 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)
326
Total
Institutional Inflows
(last 12 months)
$3.22B
Number of
Institutional Sellers
(last 12 months)
195
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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/9/2026Bessemer Group Inc.1,156$53K0.0%-22.8%0.001%
11/9/2026Hantz Financial Services Inc.5,899$270K0.0%-15.3%0.003%
11/6/2026 Moors & Cabot Inc.25,975$1.19M0.0%-4.0%0.014%
11/6/2026 William Blair Investment Management LLC9,311$426K0.0%+4.9%0.005%
11/6/2026 Fisher Asset Management LLC5,221$239K0.0%-55.7%0.003%
11/6/2026 Russell Investments Group Ltd.536,789$24.55M0.0%+138.5%0.284%
11/6/2026 R Squared Ltd7,314$334K0.2%N/A0.004%
11/6/2026 Fifth Third Bancorp44,288$2.03M0.0%-11.2%0.023%
11/5/2026 Ritholtz Wealth Management6,951$318K0.0%+27.7%0.004%
11/5/2026 Joel Isaacson & Co. LLC20,600$942K0.0%+3.4%0.011%
11/5/2026 Jacobi Capital Management LLC1,253$57K0.0%N/A0.001%
11/5/2026 Lido Advisors LLC14,912$682K0.0%-1.8%0.008%
11/4/2026 Vestor Capital LLC22,471$1.03M0.0%-61.7%0.012%
11/4/2026 AlphaCore Capital LLC48,791$2.23M0.0%-1.3%0.026%
11/4/2026 Retirement Systems of Alabama449,803$20.57M0.1%+1.9%0.238%
11/4/2026 Private Management Group Inc.767,534$35.10M0.9%+1.9%0.406%
11/4/2026 Fulcrum Asset Management LLP9,161$426K0.0%N/A0.005%
11/4/2026 Allspring Global Investments Holdings LLC7,204$326K0.0%-5.1%0.004%
11/4/2026 Brighton Jones LLC26,827$1.23M0.0%-22.6%0.014%
11/3/2026 Ethic Inc.5,857$268K0.0%+4.5%0.003%
11/3/2026 Parallel Advisors LLC3,545$162K0.0%-63.2%0.002%
11/3/2026 Carmel Capital Partners LLC6,439$294K0.1%-18.9%0.003%
11/3/2026 CenterBook Partners LP22,003$1.01M0.0%N/A0.012%
11/2/2026 ACR Alpine Capital Research LLC144,095$6.59M0.1%+11.2%0.076%
11/2/2026 Kestra Advisory Services LLC10,635$486K0.0%+18.1%0.006%
11/2/2026 Inscription Capital LLC5,383$246K0.0%+20.1%0.003%
11/2/2026 Commonwealth Equity Services LLC16,121$737K0.0%-4.0%0.009%
10/31/2026 Chicago Partners Investment Group LLC18,646$835K0.0%-36.3%0.010%
10/31/2026 Covestor Ltd869$40K0.0%-25.5%0.000%
10/30/2026 Mraz Amerine & Associates Inc.619,917$28.35M4.4%+0.5%0.328%
10/30/2026 Provenance Wealth Advisors LLC916$42K0.0%N/A0.000%
10/30/2026 Oregon Public Employees Retirement Fund31,691$1.45M0.0%-6.2%0.017%
10/29/2026 ProShare Advisors LLC5,816$266K0.0%-9.9%0.003%
10/29/2026 Vise Technologies Inc.27,882$1.28M0.0%+40.2%0.015%
10/29/2026 Americana Partners LLC4,896$224K0.0%-7.8%0.003%
10/28/2026 VIRGINIA RETIREMENT SYSTEMS ET Al10,200$466K0.0%-60.8%0.005%
10/28/2026 Soltis Investment Advisors LLC5,219$239K0.0%+30.0%0.003%
10/26/2026 Miller Howard Investments Inc. NY8,357$382K0.0%-16.5%0.004%
10/24/2026 Paladin Wealth LLC6,875$314K0.2%N/A0.004%
10/23/2026 Ervin Investment Management LLC92,693$4.24M2.3%+0.6%0.049%
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10/23/2026 Fifth Third Wealth Advisors LLC4,815$220K0.0%-8.1%0.003%
10/23/2026 Sterling Capital Management LLC3,930$180K0.0%-13.8%0.002%
10/23/2026 Inspire Investing LLC14,404$659K0.0%-33.7%0.008%
10/22/2026 Yousif Capital Management LLC41,762$1.91M0.0%-11.6%0.022%
10/22/2026 MBL Wealth LLC6,124$280K0.0%N/A0.003%
10/22/2026 Root Financial Partners LLC2,109$96K0.0%N/A0.001%
10/22/2026 Vest Financial LLC74,402$3.40M0.0%+108.9%0.039%
10/21/2026 Wavvest Wealth LLC11,091$507K0.4%N/A0.006%
10/21/2026 Hosking Partners LLP473,389$21.65M0.8%-6.0%0.250%
10/21/2026 Quadrant Capital Group LLC14,135$634K0.0%-1.8%0.007%
10/21/2026 Nisa Investment Advisors LLC65,437$2.99M0.0%+0.3%0.035%
10/17/2026 IFP Advisors Inc3,438$157K0.0%-26.0%0.002%
10/15/2026 Assenagon Asset Management S.A.516,185$23.61M0.0%-49.8%0.273%
10/15/2026 State of Alaska Department of Revenue14,499$663K0.0%-9.5%0.008%
10/15/2026 Curated Wealth Partners LLC4,487$205K0.0%N/A0.002%
10/14/2026 Krilogy Financial LLC13,430$604K0.0%-16.1%0.007%
10/13/2026 NorthCrest Asset Manangement LLC25,462$1.13M0.0%-10.4%0.013%
10/9/2026 GAMMA Investing LLC1,709$78K0.0%+86.2%0.001%
10/8/2026 Farther Finance Advisors LLC8,671$397K0.0%+4.4%0.004%
10/8/2026 Gradient Investments LLC351,573$16.08M0.2%+13.8%0.181%
10/7/2026 Kwmg LLC8,942$409K0.0%-9.7%0.005%
9/9/2026Sequoia Financial Advisors LLC182,934$9.14M0.0%+5.9%0.094%
9/9/2026WINTON GROUP Ltd16,770$838K0.0%-37.2%0.009%
9/9/2026Engineers Gate Manager LP42,286$2.11M0.0%-75.2%0.022%
9/9/2026Integrated Wealth Concepts LLC19,453$972K0.0%-13.1%0.010%
9/9/2026NewEdge Advisors LLC68,577$3.43M0.0%+77.3%0.035%
9/9/2026 IFP Advisors Inc4,646$232K0.0%+25.2%0.002%
9/9/2026 Beacon Investment Advisory Services Inc.6,112$305K0.0%-67.8%0.003%
9/8/2026GoodHaven Capital Management LLC445,942$22.29M7.0%+0.2%0.230%
9/8/2026 Mraz Amerine & Associates Inc.617,122$30.84M4.3%+0.5%0.319%
9/8/2026 Allworth Financial LP11,649$582K0.0%+84.7%0.006%
9/8/2026 Arizona State Retirement System42,307$2.12M0.0%-0.5%0.022%
9/8/2026Waverly Advisors LLC13,322$666K0.0%+24.4%0.007%
9/8/2026 Nykredit A S629,669$31.47M0.1%N/A0.325%
8/27/2026Corient Private Wealth LP39,739$1.99M0.0%+1.7%0.021%
8/26/2026 Amundi228,236$11.41M0.0%+378.7%0.118%
8/26/2026HighTower Advisors LLC35,158$1.76M0.0%-11.5%0.018%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al26,000$1.30M0.0%N/A0.013%
8/23/2026 Wedmont Private Capital3,942$205K0.0%N/A0.002%
8/23/2026 HB Wealth Management LLC20,962$1.05M0.0%+78.1%0.011%
8/22/2026 Rose Capital Advisors LLC25,657$1.28M0.6%N/A0.013%
8/22/2026AlphaGrep UK Ltd6,632$331K0.1%N/A0.003%
8/22/2026Copley Financial Group Inc.4,650$232K0.1%-36.6%0.002%
8/22/2026 Concurrent Investment Advisors LLC4,341$217K0.0%N/A0.002%
8/21/2026 Nykredit A S941,443$47.05M0.1%N/A0.486%
8/20/2026Proficio Capital Partners LLC4,453$223K0.0%N/A0.002%
8/20/2026Ancora Advisors LLC13,425$671K0.0%-4.7%0.007%
8/20/2026Susquehanna Fundamental Investments LLC196,580$9.83M0.2%+123.2%0.101%
8/20/2026Northwestern Mutual Wealth Management Co.7,579$379K0.0%-21.5%0.004%
8/20/2026 Private Management Group Inc.752,918$37.63M1.0%-0.4%0.389%
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8/20/2026 Greenleaf Trust6,347$317K0.0%+5.3%0.003%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC399,309$19.96M0.0%-1.1%0.206%
8/19/2026Hsbc Holdings PLC58,278$2.93M0.0%-51.6%0.030%
8/18/2026Valueworks LLC369,053$18.45M3.8%N/A0.190%
8/18/2026United Capital Financial Advisors LLC11,139$557K0.0%N/A0.006%
8/18/2026Jefferies Financial Group Inc.15,333$766K0.0%N/A0.008%
8/18/2026Public Employees Retirement System of Ohio43,216$2.16M0.0%N/A0.022%
8/17/2026Proficio Capital Partners LLC4,453$223K0.0%N/A0.002%
8/17/2026Pure Financial Advisors LLC4,674$234K0.0%N/A0.002%
8/17/2026Corient Private Wealth LP32,605$1.63M0.0%N/A0.017%


JEF Institutional Ownership - Frequently Asked Questions

During the previous two years, 664 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 559 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 58,831,096 shares in the last 24 months. This purchase volume represents approximately $3.22B in transactions.

Of the 193 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 25,133,859 shares in the last 24 months. This volume of shares sold represents approximately $1.36B 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 11/9/2026. New 13F filings are added each quarter as they're published.
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