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Jefferies Financial Group (JEF) Institutional Ownership

Jefferies Financial Group logo
$45.74 +0.96 (+2.13%)
As of 01:07 PM Eastern
This is a fair market value 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)
335
Total
Institutional Inflows
(last 12 months)
$3.26B
Number of
Institutional Sellers
(last 12 months)
205
Total
Institutional Outflows
(last 12 months)
$1.43B
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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
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%
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%
9/8/2026Mraz Amerine & Associates Inc.617,122$30.84M4.3%+0.5%0.319%
9/8/2026Allworth Financial LP11,649$582K0.0%+84.7%0.006%
9/8/2026Arizona State Retirement System42,307$2.12M0.0%-0.5%0.022%
9/8/2026Waverly Advisors LLC13,322$666K0.0%+24.4%0.007%
9/8/2026Nykredit A S629,669$31.47M0.1%N/A0.325%
8/27/2026Corient Private Wealth LP39,739$1.99M0.0%+1.7%0.021%
8/26/2026Amundi228,236$11.41M0.0%+378.7%0.118%
8/26/2026HighTower Advisors LLC35,158$1.76M0.0%-11.5%0.018%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al26,000$1.30M0.0%N/A0.013%
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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%
8/22/2026Rose 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%
8/21/2026Nykredit 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%
8/20/2026Private Management Group Inc.752,918$37.63M1.0%-0.4%0.389%
8/20/2026Greenleaf 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%
8/17/2026Azora Capital LP211,758$10.58M0.4%N/A0.109%
8/17/2026Bamco Inc. NY2,141,744$107.04M0.2%N/A1.105%
8/17/2026Bank of America Corp DE1,012,791$50.62M0.0%N/A0.523%
8/17/2026Berkshire Hathaway Inc433,558$21.67M0.0%N/A0.224%
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 Company144,741$7.23M0.0%N/A0.075%
8/14/2026Fiduciary Financial Advisors1,471$73K0.0%N/A0.001%
8/14/2026Algert Global LLC275,086$13.75M0.2%+9.7%0.142%
8/13/2026Safeguard Investment Advisory Group LLC39,437$1.97M0.5%N/A0.020%
8/13/2026Sanctuary Advisors LLC7,706$385K0.0%N/A0.004%
8/13/2026Connor Clark & Lunn Investment Management Ltd.72,820$3.64M0.0%N/A0.038%
8/13/2026Barrow Hanley Mewhinney & Strauss LLC2,545,859$127.24M0.4%N/A1.314%
8/13/2026Bank of Nova Scotia70,203$3.51M0.0%N/A0.036%
8/12/2026Commerce Bank87,675$4.38M0.0%N/A0.045%
8/12/2026Northwestern Mutual Wealth Management Co.7,579$379K0.0%N/A0.004%
8/12/2026Chou Associates Management Inc.149,237$7.46M3.4%N/A0.077%
8/12/2026William Blair Investment Management LLC8,873$443K0.0%N/A0.005%
8/12/2026Landscape Capital Management L.L.C.8,219$411K0.0%N/A0.004%
8/12/2026Ieq Capital LLC305,363$15.26M0.1%N/A0.158%
8/11/2026Allworth Financial LP11,649$582K0.0%N/A0.006%
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8/11/2026Vise Technologies Inc.19,892$994K0.0%N/A0.010%
8/10/2026Tocqueville Asset Management L.P.66,635$3.33M0.0%N/A0.034%
8/10/2026West Family Investments Inc.7,367$368K0.1%N/A0.004%
8/10/2026NewEdge Wealth LLC998,413$49.90M0.5%N/A0.515%
8/10/2026Robotti Robert328,279$16.41M2.6%N/A0.169%
8/8/2026First National Bank of Omaha6,200$302K0.0%N/A0.003%
8/8/2026Meeder Advisory Services Inc.7,383$369K0.0%N/A0.004%
8/7/2026 Citizens Financial Group Inc. RI10,369$518K0.0%N/A0.005%
8/7/2026BlackRock Inc.16,705,627$834.95M0.0%N/A8.623%
8/7/2026Pallas Capital Advisors LLC13,020$651K0.0%N/A0.007%


JEF Institutional Ownership - Frequently Asked Questions

During the previous two years, 661 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 59,429,697 shares in the last 24 months. This purchase volume represents approximately $3.26B in transactions.

Of the 205 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 26,233,437 shares in the last 24 months. This volume of shares sold represents approximately $1.43B 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 10/26/2026. New 13F filings are added each quarter as they're published.
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