Free Trial
→ Elon’s BIGGEST warning yet? (From Brownstone Research) (Ad) Free JEF Stock Alerts

Jefferies Financial Group (JEF) Institutional Ownership

Jefferies Financial Group logo
$54.68 -0.93 (-1.67%)
Closing price 07/8/2025 03:59 PM Eastern
Extended Trading
$54.80 +0.13 (+0.23%)
As of 07/8/2025 07:58 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 Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Jefferies Financial Group (NYSE:JEF)

Current
Institutional Ownership
Percentage
60.88%
Number of
Institutional Buyers
(last 12 months)
351
Total
Institutional Inflows
(last 12 months)
$3.20B
Number of
Institutional Sellers
(last 12 months)
242
Total
Institutional Outflows
(last 12 months)
$1.96B
Get JEF Insider Trade Alerts

Want to know when executives and insiders are buying or selling Jefferies Financial Group stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

JEF Institutional Buying and Selling by Quarter

Jefferies Financial Group Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/8/2025Bard Financial Services Inc.20,175$1.10M0.1%-2.4%0.010%
7/8/2025Gradient Investments LLC36,610$2.00M0.0%N/A0.018%
7/8/2025Parallel Advisors LLC10,359$567K0.0%+51.2%0.005%
7/7/2025 Insight Wealth Strategies LLC82,194$4.57M0.6%+36.7%0.040%
7/1/2025 Kera Capital Partners Inc.94,426$5.16M1.0%+14.7%0.046%
6/18/2025Voya Investment Management LLC56,122$3.01M0.0%-44.1%0.027%
5/28/2025Strs Ohio408,681$21.89M0.1%N/A0.198%
5/21/2025Acadian Asset Management LLC66,936$3.59M0.0%-51.5%0.032%
5/20/2025Intech Investment Management LLC320,523$17.17M0.2%+63.8%0.155%
5/20/2025Focus Partners Wealth182,681$9.79M0.0%-31.9%0.089%
5/20/2025Plato Investment Management Ltd1,034$56K0.0%-89.7%0.001%
5/19/2025Bayforest Capital Ltd5,422$290K0.1%N/A0.003%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC437,839$23.46M0.0%-5.6%0.212%
5/16/2025Zurich Insurance Group Ltd FI424,434$22.74M0.2%-22.4%0.206%
5/16/2025Empowered Funds LLC41,430$2.22M0.0%-66.7%0.020%
5/16/2025Caxton Associates LLP38,296$2.05M0.1%N/A0.019%
5/16/2025Sciencast Management LP4,983$267K0.1%N/A0.002%
5/16/2025Permanens Capital L.P.7,580$406K0.1%N/A0.004%
5/16/2025NewEdge Advisors LLC23,219$1.24M0.0%-13.7%0.011%
5/16/2025Cinctive Capital Management LP28,353$1.52M0.1%-59.6%0.014%
5/16/2025Alliancebernstein L.P.6,808,340$364.72M0.1%+13.7%3.301%
5/16/2025AQR Capital Management LLC235,903$12.10M0.0%+62.4%0.114%
5/16/2025Alyeska Investment Group L.P.9,468$507K0.0%N/A0.005%
5/16/2025Amundi208,090$11.15M0.0%+9,866.0%0.101%
5/15/2025First Manhattan CO. LLC.216,959$11.62M0.0%-0.2%0.105%
5/15/2025Focus Partners Advisor Solutions LLC4,106$220K0.0%-14.6%0.002%
5/15/2025FJ Capital Management LLC30,148$1.62M0.2%+14.9%0.015%
5/15/2025Royal Bank of Canada155,629$8.34M0.0%-1.7%0.075%
5/15/2025Beck Mack & Oliver LLC1,312,904$70.33M1.4%-3.3%0.637%
5/15/2025Vident Advisory LLC8,371$448K0.0%+31.5%0.004%
5/15/2025Lansforsakringar Fondforvaltning AB publ 61,992$3.32M0.0%N/A0.030%
5/15/2025Eisler Capital Management Ltd.306,250$16.39M0.1%N/A0.148%
5/14/2025Ieq Capital LLC13,700$734K0.0%+278.9%0.007%
5/14/2025Redwood Investment Management LLC24,792$1.33M0.1%+6.2%0.012%
5/14/2025Gabelli Funds LLC129,410$6.93M0.1%-4.6%0.063%
5/14/2025FORA Capital LLC44,721$2.40M0.2%+328.4%0.022%
5/14/2025Corebridge Financial Inc.180,457$9.67M0.1%-2.1%0.087%
5/14/2025Comerica Bank66,449$3.56M0.0%-15.0%0.032%
5/14/2025MetLife Investment Management LLC95,917$5.14M0.0%-1.2%0.047%
5/14/2025Campbell & CO Investment Adviser LLC58,588$3.14M0.2%N/A0.028%
Is Elon's empire crumbling? (Ad)

The Tesla Shock Nobody Sees Coming While headlines scream "Tesla is doomed"... Jeff Brown has uncovered a revolutionary AI breakthrough buried inside Tesla's labs. One that is helping AI escape from our computer screens and manifest itself here in the real world all while creating a 25,000% growth market explosion starting as early as July 23rd.

Click here to see the Tesla shock that could blindside everyone.
5/14/2025Jump Financial LLC102,100$5.47M0.1%N/A0.050%
5/14/2025Northwestern Mutual Wealth Management Co.7,356$394K0.0%-9.9%0.004%
5/14/2025AlphaQuest LLC7,041$377K0.0%N/A0.003%
5/14/2025Arnhold LLC8,000$429K0.0%-90.0%0.004%
5/14/2025Monetary Management Group Inc.8,300$445K0.1%-20.2%0.004%
5/14/2025CW Advisors LLC8,346$447K0.0%+6.4%0.004%
5/14/2025EntryPoint Capital LLC5,423$291K0.1%N/A0.003%
5/14/2025Credit Agricole S A14,997$803K0.0%-47.0%0.007%
5/14/2025BI Asset Management Fondsmaeglerselskab A S1,454$78K0.0%N/A0.001%
5/14/2025Hsbc Holdings PLC28,288$1.49M0.0%+161.9%0.014%
5/14/2025First Wilshire Securities Management Inc.53,221$2.85M0.8%-1.1%0.026%
5/13/2025Northern Trust Corp1,551,611$83.12M0.0%-1.9%0.752%
5/13/2025Elequin Capital LP549$29K0.0%+117.9%0.000%
5/13/2025Versor Investments LP5,852$313K0.1%N/A0.003%
5/13/2025Raymond James Financial Inc.285,072$15.27M0.0%-36.4%0.138%
5/13/2025Cresset Asset Management LLC51,518$2.76M0.0%-5.0%0.025%
5/13/2025Tocqueville Asset Management L.P.67,369$3.61M0.1%-0.9%0.033%
5/13/2025State of New Jersey Common Pension Fund D41,527$2.23M0.0%-11.6%0.020%
5/13/2025American Century Companies Inc.89,420$4.79M0.0%-13.8%0.043%
5/13/2025Ethic Inc.15,256$817K0.0%-3.3%0.007%
5/13/2025Brandywine Global Investment Management LLC102,551$5.49M0.0%+2.6%0.050%
5/13/2025Dimensional Fund Advisors LP2,613,516$139.98M0.0%-16.7%1.267%
5/13/2025Moerus Capital Management LLC574,253$30.76M13.8%-10.3%0.278%
5/13/2025Robotti Robert343,528$18.40M3.7%-15.8%0.167%
5/13/2025Lord Abbett & CO. LLC77,805$4.17M0.0%-14.4%0.038%
5/13/2025Boston Partners146,466$7.84M0.0%-2.8%0.071%
5/13/2025Caitong International Asset Management Co. Ltd2,950$158K0.1%N/A0.001%
5/13/2025Russell Investments Group Ltd.244,589$13.10M0.0%-29.0%0.119%
5/13/2025Arrowpoint Investment Partners Singapore Pte. Ltd.10,700$573K0.1%+33.5%0.005%
5/13/2025HighTower Advisors LLC27,844$1.49M0.0%-9.9%0.013%
5/12/2025Longfellow Investment Management Co. LLC7,840$420K0.1%N/A0.004%
5/12/2025Nuveen LLC1,100,843$58.97M0.0%N/A0.534%
5/12/2025Aigen Investment Management LP21,621$1.16M0.2%N/A0.010%
5/12/2025Entropy Technologies LP11,380$610K0.1%N/A0.006%
5/12/2025Invesco Ltd.2,083,808$111.63M0.0%-60.6%1.010%
5/12/2025JPMorgan Chase & Co.5,126,514$274.63M0.0%+30.1%2.486%
5/12/2025Condor Capital Management22,632$1.21M0.1%-1.0%0.011%
5/12/2025Hosking Partners LLP623,813$33.42M1.4%-10.0%0.302%
5/12/2025Townsquare Capital LLC4,851$260K0.0%+76.0%0.002%
5/12/2025National Bank of Canada FI125,338$6.71M0.0%+22.7%0.061%
5/12/2025Citigroup Inc.479,563$25.69M0.0%-94.0%0.233%
5/12/2025Swiss National Bank298,600$16.00M0.0%-1.5%0.145%
5/12/2025AlphaCore Capital LLC40,729$2.18M0.2%+1.4%0.020%
5/12/2025Wittenberg Investment Management Inc.38,170$2.05M0.9%-4.0%0.019%
5/12/2025Maryland State Retirement & Pension System8,158$437K0.0%-15.5%0.004%
5/9/2025Headlands Technologies LLC9,982$535K0.1%N/A0.005%
5/9/2025Deutsche Bank AG442,588$23.71M0.0%-26.7%0.215%
5/9/2025Charles Schwab Investment Management Inc.1,127,474$60.40M0.0%-2.1%0.547%
5/9/2025Vanguard Group Inc.15,275,117$818.29M0.0%-0.5%7.406%
5/9/2025Maxi Investments CY Ltd17,200$921K0.2%-13.9%0.008%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.

For the moment, you can watch this interview free of charge – just click here.
5/9/2025Encompass More Asset Management11,886$637K0.2%N/A0.006%
5/9/2025NewEdge Wealth LLC502,900$26.94M0.5%+11.7%0.244%
5/9/2025Bank of Nova Scotia30,888$1.66M0.0%N/A0.015%
5/9/2025R Squared Ltd3,920$210K0.2%N/A0.002%
5/9/2025PNC Financial Services Group Inc.73,171$3.92M0.0%-6.1%0.035%
5/9/2025LSV Asset Management489,300$26.21M0.1%-35.3%0.237%
5/8/2025TIAA Trust National Association24,129$1.29M0.0%+522.5%0.012%
5/8/2025Commerce Bank85,698$4.59M0.0%+0.6%0.042%
5/8/2025Moors & Cabot Inc.28,500$1.53M0.1%+44.3%0.014%
5/8/2025US Bancorp DE25,484$1.37M0.0%-13.3%0.012%
(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, 567 institutional investors and hedge funds held shares of Jefferies Financial Group. The most heavily invested institutionals were Vanguard Group Inc. ($818.29M), Sumitomo Mitsui Financial Group Inc. ($724.97M), BlackRock Inc. ($585.52M), FMR LLC ($421.88M), Massachusetts Mutual Life Insurance Co. ($364.97M), Alliancebernstein L.P. ($364.72M), and TFO Wealth Partners LLC ($353M).Learn more on Jefferies Financial Group's institutional investors.

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

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

Which institutional investors have been buying Jefferies Financial Group's stock?

Of the 464 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: 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. ($4.50M), JPMorgan Chase & Co. ($2.81M), and Norges Bank ($2.65M).

How much institutional buying is happening at Jefferies Financial Group?

Institutional investors have bought a total of 47,297,082 shares in the last 24 months. This purchase volume represents approximately $3.20B in transactions.

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

Of the 242 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: Citigroup Inc. ($8.03M), Invesco Ltd. ($3.21M), Donald Smith & CO. Inc. ($1.70M), First Pacific Advisors LP ($1.34M), Dimensional Fund Advisors LP ($1.11M), Artemis Investment Management LLP ($944.76K), and Allspring Global Investments Holdings LLC ($884.23K).

How much institutional selling is happening at Jefferies Financial Group?

Institutional investors have sold a total of 31,916,931 shares in the last 24 months. This volume of shares sold represents approximately $1.96B in transactions.


Related Companies

This page (NYSE:JEF) was last updated on 7/9/2025 by MarketBeat.com Staff
From Our Partners
A grave, grave error.
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored
This Signal Only Flashes Once Every 4 Years – And It Just Triggered
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer?
Something extraordinary is happening in Washington. For the first time in over a century, a sitting Preside...
Paradigm Press | Sponsored
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsored
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
Banks aren’t ready for this altcoin—are you?
Our expert analysts have identified a $100 billion gap in the crypto market. Only one project is perfectly ...
Crypto 101 Media | Sponsored
Is Elon's empire crumbling?
The Tesla Shock Nobody Sees Coming While headlines scream "Tesla is doomed"... Jeff Brown has uncovered ...
Brownstone Research | Sponsored
Trump’s New Order Could Boost Social Security Benefits by 400%
If you collect—or plan to collect—Social Security, you need to see this. A new initiative tied to President...
InvestorPlace | Sponsored