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Jefferies Financial Group (JEF) Institutional Ownership

Jefferies Financial Group logo
$48.80 -5.80 (-10.62%)
Closing price 10/16/2025 03:59 PM Eastern
Extended Trading
$49.50 +0.71 (+1.44%)
As of 10/16/2025 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.
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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)
359
Total
Institutional Inflows
(last 12 months)
$3.40B
Number of
Institutional Sellers
(last 12 months)
268
Total
Institutional Outflows
(last 12 months)
$2.07B
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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
10/16/2025Beacon Investment Advisory Services Inc.167,013$10.93M0.5%+4.4%0.081%
10/16/2025Brian Low Financial Group LLC20,763$1.36M1.1%N/A0.010%
10/16/2025Covea Finance175,600$11.49M0.4%N/A0.085%
10/15/2025 CWM LLC9,807$642K0.0%+24.5%0.005%
10/15/2025 Pacer Advisors Inc.21,861$1.43M0.0%+120.9%0.011%
10/15/2025 Alpine Woods Capital Investors LLC11,851$775K0.2%N/A0.006%
10/15/2025 Merrion Investment Management Co LLC206,702$13.52M7.8%-0.3%0.100%
10/14/2025 Yousif Capital Management LLC54,222$3.55M0.0%-5.8%0.026%
10/14/2025 Farther Finance Advisors LLC11,303$739K0.0%+13.8%0.005%
10/14/2025 OFI Invest Asset Management14,483$947K0.0%-23.7%0.007%
10/10/2025 Wedge Capital Management L L P NC41,333$2.70M0.0%-15.9%0.020%
10/9/2025 Shelton Wealth Management LLC21,390$1.40M0.6%+5.3%0.010%
10/9/2025 U.S. Capital Wealth Advisors LLC3,112$204K0.0%N/A0.002%
10/9/2025 Voya Investment Management LLC50,453$3.30M0.0%+71.8%0.024%
10/9/2025 Harbour Capital Advisors LLC29,265$1.92M0.4%-8.2%0.014%
10/8/2025 Kwmg LLC12,479$816K0.1%-3.7%0.006%
10/8/2025 Wedmont Private Capital3,525$231K0.0%N/A0.002%
10/7/2025 Ervin Investment Management LLC86,698$5.67M3.2%-3.8%0.042%
10/7/2025 Assenagon Asset Management S.A.171,325$11.21M0.0%-63.9%0.083%
10/6/2025 Gradient Investments LLC32,165$2.10M0.0%-12.1%0.016%
10/6/2025 Insight Wealth Strategies LLC81,769$5.35M0.6%-0.5%0.040%
10/2/2025 GAMMA Investing LLC2,261$148K0.0%+20.6%0.001%
10/1/2025 Praxis Investment Management Inc.4,831$316K0.0%-22.8%0.002%
9/26/2025Corient Private Wealth LLC100,331$5.49M0.0%+3.0%0.049%
9/24/2025Texas Permanent School Fund Corp361,491$19.77M0.2%-11.5%0.175%
8/27/2025Orion Porfolio Solutions LLC35,891$1.96M0.0%-7.7%0.017%
8/26/2025Thrivent Financial for Lutherans126,015$6.97M0.0%+230.1%0.061%
8/19/2025Pitcairn Co.3,948$216K0.0%-15.6%0.002%
8/18/2025Caxton Associates LLP36,007$1.97M0.0%-6.0%0.017%
8/16/2025Headlands Technologies LLC8,257$452K0.1%-17.3%0.004%
8/15/2025CANADA LIFE ASSURANCE Co131,653$7.21M0.0%-2.6%0.064%
8/15/2025Tower Research Capital LLC TRC 11,648$637K0.0%+40.1%0.006%
8/15/2025Corient Private Wealth LLC100,331$5.65M0.0%+3.0%0.049%
8/15/2025Captrust Financial Advisors357,540$19.55M0.0%-57.0%0.173%
8/15/2025Vident Advisory LLC9,552$522K0.0%+14.1%0.005%
8/15/2025Tidal Investments LLC17,412$952K0.0%+25.7%0.008%
8/15/2025Riggs Asset Managment Co. Inc.508$28K0.0%-99.5%0.000%
8/15/2025Oxford Asset Management LLP21,416$1.17M0.4%N/A0.010%
8/15/2025Orion Porfolio Solutions LLC36,536$2.00M0.0%-6.0%0.018%
8/15/2025MML Investors Services LLC25,698$1.41M0.0%+44.3%0.012%
8/15/2025Man Group plc113,317$6.20M0.0%+309.1%0.055%
8/15/2025Lazard Asset Management LLC1,976$107K0.0%-91.2%0.001%
8/15/2025HRT Financial LP121,154$6.63M0.0%N/A0.059%
8/15/2025Holocene Advisors LP592,341$32.40M0.1%N/A0.287%
8/15/2025Eminence Capital LP1,462,014$79.96M1.0%N/A0.709%
8/15/2025Engineers Gate Manager LP4,071$223K0.0%-80.6%0.002%
8/15/2025Beck Mack & Oliver LLC1,283,354$70.19M1.3%-2.3%0.622%
8/15/2025BI Asset Management Fondsmaeglerselskab A S1,872$102K0.0%+28.7%0.001%
8/15/2025BNP Paribas Financial Markets52,237$2.86M0.0%+22.8%0.025%
8/15/2025Brevan Howard Capital Management LP57,904$3.17M0.0%+232.7%0.028%
8/15/2025Bamco Inc. NY519,528$28.41M0.1%+36.9%0.252%
8/15/2025Bank of America Corp DE1,688,785$92.36M0.0%-0.4%0.819%
8/15/2025Ameriprise Financial Inc.347,771$19.02M0.0%-2.8%0.169%
8/15/2025AQR Capital Management LLC410,439$22.45M0.0%+74.0%0.199%
8/14/2025Lighthouse Investment Partners LLC64,013$3.50M0.1%-52.5%0.031%
8/14/2025BW Gestao de Investimentos Ltda.76,000$4.16M0.2%N/A0.037%
8/14/2025California State Teachers Retirement System142,496$7.79M0.0%-1.0%0.069%
8/14/2025Raymond James Financial Inc.293,619$16.06M0.0%+3.0%0.142%
8/14/2025Bayesian Capital Management LP5,706$312K0.0%-71.5%0.003%
8/14/2025Quantinno Capital Management LP195,446$10.69M0.0%+32.9%0.095%
8/14/2025Alliancebernstein L.P.6,694,843$366.14M0.1%-1.7%3.246%
8/14/2025Treasurer of the State of North Carolina71,518$3.91M0.0%-10.5%0.035%
8/14/2025The Manufacturers Life Insurance Company 104,079$5.69M0.0%-5.0%0.050%
8/14/2025Sei Investments Co.497,225$27.19M0.0%+19.0%0.241%
8/14/2025Nebula Research & Development LLC92,285$5.05M0.4%+55.5%0.045%
8/14/2025NewEdge Advisors LLC25,970$1.42M0.0%+11.8%0.013%
8/14/2025Qube Research & Technologies Ltd1,338,466$73.20M0.1%+9.0%0.649%
8/14/2025State Street Corp4,837,147$264.54M0.0%-5.0%2.345%
8/14/2025First Wilshire Securities Management Inc.52,982$2.90M0.8%-0.4%0.026%
8/14/2025Natixis166,466$9.10M0.0%+323.1%0.081%
8/14/2025Burgundy Asset Management Ltd.299,958$16.41M0.2%N/A0.145%
8/14/2025California Public Employees Retirement System310,508$16.98M0.0%-6.6%0.151%
8/14/2025Cerity Partners LLC231,508$12.66M0.0%+2.2%0.112%
8/14/2025Federated Hermes Inc.949,070$51.91M0.1%+6,056.0%0.460%
8/13/2025Gabelli Funds LLC128,710$7.04M0.0%-0.5%0.062%
8/13/2025Cresset Asset Management LLC52,042$2.85M0.0%+1.0%0.025%
8/13/2025Amundi226,025$12.80M0.0%+8.6%0.110%
8/13/2025Marshall Wace LLP643,998$35.22M0.0%+156.0%0.312%
8/13/2025First Trust Advisors LP399,823$21.87M0.0%-22.5%0.194%
8/13/2025EverSource Wealth Advisors LLC892$49K0.0%+159.3%0.000%
8/13/2025Invesco Ltd.1,561,855$85.42M0.0%-25.0%0.757%
8/13/2025CW Advisors LLC26,582$1.45M0.0%+218.5%0.013%
8/13/2025Arrowstreet Capital Limited Partnership60,790$3.33M0.0%N/A0.029%
8/13/2025Quantbot Technologies LP23,358$1.28M0.0%N/A0.011%
8/13/2025M&T Bank Corp34,105$1.87M0.0%-8.9%0.017%
8/13/2025Robotti Robert341,654$18.69M3.6%-0.5%0.166%
8/13/2025MBM Wealth Consultants LLC31,099$1.70M0.5%+12.6%0.015%
8/13/2025Fisher Asset Management LLC2,082,840$113.91M0.0%+45.2%1.010%
8/13/2025Edgestream Partners L.P.48,693$2.66M0.1%-39.4%0.024%
8/13/2025VestGen Advisors LLC22,068$1.21M0.0%-20.9%0.011%
8/13/2025GoodHaven Capital Management LLC442,287$24.19M8.4%+0.5%0.214%
8/13/2025New York State Common Retirement Fund78,437$4.29M0.0%-9.8%0.038%
8/13/2025Loomis Sayles & Co. L P316,537$17.31M0.0%-27.5%0.153%
8/13/2025Norges Bank1,962,996$107.36M0.0%N/A0.952%
8/13/2025Hsbc Holdings PLC35,729$1.96M0.0%+26.3%0.017%
8/13/2025Northwestern Mutual Wealth Management Co.7,580$415K0.0%+3.0%0.004%
8/13/2025State Board of Administration of Florida Retirement System204,662$11.19M0.0%+1.2%0.099%
8/13/2025Quadrant Capital Group LLC15,605$853K0.0%+3.8%0.008%
8/13/2025Connective Capital Management LLC28,154$1.54M1.4%N/A0.014%
8/13/2025Russell Investments Group Ltd.224,062$12.26M0.0%-8.4%0.109%
(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, 577 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), FMR LLC ($421.88M), Allspring Global Investments Holdings LLC ($388.37M), Alliancebernstein L.P. ($366.14M), Massachusetts Mutual Life Insurance Co. ($364.97M), 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 466 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 ($7.72M), FMR LLC ($5.01M), Massachusetts Mutual Life Insurance Co. ($4.66M), Norges Bank ($4.61M), Alliancebernstein L.P. ($4.50M), and JPMorgan Chase & Co. ($2.79M).

How much institutional buying is happening at Jefferies Financial Group?

Institutional investors have bought a total of 50,453,212 shares in the last 24 months. This purchase volume represents approximately $3.40B in transactions.

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

Of the 268 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. ($3.73M), Donald Smith & CO. Inc. ($1.34M), First Pacific Advisors LP ($1.33M), Captrust Financial Advisors ($1.21M), Dimensional Fund Advisors LP ($1.11M), and Artemis Investment Management LLP ($944.76K).

How much institutional selling is happening at Jefferies Financial Group?

Institutional investors have sold a total of 33,793,731 shares in the last 24 months. This volume of shares sold represents approximately $2.07B in transactions.


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This page (NYSE:JEF) was last updated on 10/17/2025 by MarketBeat.com Staff
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