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Jefferies Financial Group (JEF) Institutional Ownership

Jefferies Financial Group logo
$50.54 -1.42 (-2.73%)
As of 12:36 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)
348
Total
Institutional Inflows
(last 12 months)
$3.74B
Number of
Institutional Sellers
(last 12 months)
212
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
9/9/2026 Sequoia Financial Advisors LLC182,934$9.14M0.0%+5.9%0.094%
9/9/2026 WINTON GROUP Ltd16,770$838K0.0%-37.2%0.009%
9/9/2026 Engineers Gate Manager LP42,286$2.11M0.0%-75.2%0.022%
9/9/2026 Integrated Wealth Concepts LLC19,453$972K0.0%-13.1%0.010%
9/9/2026 NewEdge 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%
9/8/2026 GoodHaven 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%
9/8/2026 Waverly Advisors LLC13,322$666K0.0%+24.4%0.007%
9/8/2026 Nykredit A S629,669$31.47M0.1%N/A0.325%
8/27/2026 Corient Private Wealth LP39,739$1.99M0.0%+1.7%0.021%
8/26/2026 Amundi228,236$11.41M0.0%+378.7%0.118%
8/26/2026 HighTower 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%
8/24/2026 California State Teachers Retirement System8,886,694$444.16M0.0%+4,853.0%4.587%
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%
8/22/2026 AlphaGrep UK Ltd6,632$331K0.1%N/A0.003%
8/22/2026 Copley 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%
8/20/2026 Proficio Capital Partners LLC4,453$223K0.0%N/A0.002%
8/20/2026 Ancora Advisors LLC13,425$671K0.0%-4.7%0.007%
8/20/2026 Susquehanna Fundamental Investments LLC196,580$9.83M0.2%+123.2%0.101%
8/20/2026 Northwestern 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%
8/20/2026 Greenleaf Trust6,347$317K0.0%+5.3%0.003%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC399,309$19.96M0.0%-1.1%0.206%
8/19/2026 Hsbc Holdings PLC58,278$2.93M0.0%-51.6%0.030%
8/18/2026 Valueworks LLC369,053$18.45M3.8%N/A0.190%
8/18/2026 United Capital Financial Advisors LLC11,139$557K0.0%N/A0.006%
8/18/2026Jefferies Financial Group Inc.15,333$766K0.0%N/A0.008%
8/18/2026 Public Employees Retirement System of Ohio43,216$2.16M0.0%N/A0.022%
8/17/2026 Proficio Capital Partners LLC4,453$223K0.0%N/A0.002%
8/17/2026 Pure Financial Advisors LLC4,674$234K0.0%N/A0.002%
8/17/2026 Corient Private Wealth LP32,605$1.63M0.0%N/A0.017%
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8/17/2026 Azora Capital LP211,758$10.58M0.4%N/A0.109%
8/17/2026 Bamco Inc. NY2,141,744$107.04M0.2%N/A1.105%
8/17/2026 Bank of America Corp DE1,012,791$50.62M0.0%N/A0.523%
8/17/2026 Berkshire Hathaway Inc433,558$21.67M0.0%N/A0.224%
8/15/2026 Freestone Grove Partners LP1,591,384$79.54M0.5%N/A0.821%
8/15/2026 Man Group plc654,306$32.70M0.1%N/A0.338%
8/15/2026 Western Wealth Management LLC8,579$429K0.0%N/A0.004%
8/15/2026 Polar Asset Management Partners Inc.42,909$2.15M0.0%N/A0.022%
8/15/2026 Jupiter Topco LLC67,014$3.35M0.0%N/A0.035%
8/14/2026 Hsbc Holdings PLC58,278$2.93M0.0%N/A0.030%
8/14/2026 Ancora Advisors LLC13,425$671K0.0%N/A0.007%
8/14/2026 Canada Pension Plan Investment Board17,000$850K0.0%N/A0.009%
8/14/2026 Legal & General Group Plc236,891$11.84M0.0%N/A0.122%
8/14/2026 The Manufacturers Life Insurance Company144,741$7.23M0.0%N/A0.075%
8/14/2026 Fiduciary Financial Advisors1,471$73K0.0%N/A0.001%
8/14/2026 Algert Global LLC275,086$13.75M0.2%+9.7%0.142%
8/13/2026 Safeguard Investment Advisory Group LLC39,437$1.97M0.5%N/A0.020%
8/13/2026 Sanctuary Advisors LLC7,706$385K0.0%N/A0.004%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.72,820$3.64M0.0%N/A0.038%
8/13/2026 Barrow Hanley Mewhinney & Strauss LLC2,545,859$127.24M0.4%N/A1.314%
8/13/2026 Bank of Nova Scotia70,203$3.51M0.0%N/A0.036%
8/12/2026 Commerce Bank87,675$4.38M0.0%N/A0.045%
8/12/2026 Northwestern Mutual Wealth Management Co.7,579$379K0.0%N/A0.004%
8/12/2026 Chou Associates Management Inc.149,237$7.46M3.4%N/A0.077%
8/12/2026 William Blair Investment Management LLC8,873$443K0.0%N/A0.005%
8/12/2026 Landscape Capital Management L.L.C.8,219$411K0.0%N/A0.004%
8/12/2026 Ieq Capital LLC305,363$15.26M0.1%N/A0.158%
8/11/2026 Allworth Financial LP11,649$582K0.0%N/A0.006%
8/11/2026 Vise Technologies Inc.19,892$994K0.0%N/A0.010%
8/10/2026 Tocqueville Asset Management L.P.66,635$3.33M0.0%N/A0.034%
8/10/2026 West Family Investments Inc.7,367$368K0.1%N/A0.004%
8/10/2026 NewEdge Wealth LLC998,413$49.90M0.5%N/A0.515%
8/10/2026 Robotti Robert328,279$16.41M2.6%N/A0.169%
8/8/2026 First National Bank of Omaha6,200$302K0.0%N/A0.003%
8/8/2026 Meeder Advisory Services Inc.7,383$369K0.0%N/A0.004%
8/7/2026 Citizens Financial Group Inc. RI10,369$518K0.0%N/A0.005%
8/7/2026 BlackRock Inc.16,705,627$834.95M0.0%N/A8.623%
8/7/2026 Pallas Capital Advisors LLC13,020$651K0.0%N/A0.007%
8/7/2026 Deutsche Bank AG660,454$33.01M0.0%N/A0.341%
8/7/2026 Trust Co. of Vermont785$39K0.0%N/A0.000%
8/7/2026 Trivium Point Advisory LLC4,480$224K0.0%N/A0.002%
8/6/2026 Global Retirement Partners LLC727$36K0.0%N/A0.000%
8/6/2026 Bank of New York Mellon Corp1,339,953$66.97M0.0%N/A0.692%
8/6/2026 Focus Partners Advisor Solutions LLC26,583$1.33M0.0%N/A0.014%
8/6/2026 GSA Capital Partners LLP28,889$1.44M0.1%N/A0.015%
7/10/2026 Wedge Capital Management L L P NC42,761$2.14M0.0%-2.0%0.021%
7/10/2026 Family Wealth Partners LLC4,888$244K0.1%N/A0.002%
7/10/2026 Handelsbanken Fonder AB48,703$2.43M0.0%+3.4%0.024%
7/9/2026 Hennion & Walsh Asset Management Inc.6,872$343K0.0%-8.6%0.003%
7/8/2026 Gradient Investments LLC308,894$15.44M0.2%+2.5%0.151%
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7/8/2026 Beacon Investment Advisory Services Inc.6,112$305K0.0%-67.8%0.003%
7/8/2026 Kwmg LLC9,906$495K0.0%-2.7%0.005%
7/8/2026 Assenagon Asset Management S.A.1,027,771$51.37M0.1%-6.1%0.503%
7/8/2026 Sanders Morris Harris LLC4,200$210K0.1%N/A0.002%
7/2/2026 Versant Capital Management Inc928$46K0.0%+300.0%0.000%
7/2/2026 CX Institutional547$27K0.0%+77.6%0.000%
6/24/2026 Basecamp Wealth Advisors LLC796$33K0.0%+665.4%0.000%
6/18/2026 Western Wealth Management LLC8,667$358K0.0%N/A0.004%
6/18/2026 Pacer Advisors Inc.19,504$805K0.0%-1.2%0.010%
6/3/2026 Parallel Advisors LLC16,522$682K0.0%-32.9%0.008%


JEF Institutional Ownership - Frequently Asked Questions

During the previous two years, 662 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), California State Teachers Retirement System ($444.16M), FMR LLC ($421.88M), Alliancebernstein L.P. ($377.83M), and Massachusetts Mutual Life Insurance Co. ($364.97M).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 562 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), California State Teachers Retirement System ($8.74M), FMR LLC ($5.01M), Norges Bank ($4.77M), Massachusetts Mutual Life Insurance Co. ($4.66M), and Alliancebernstein L.P. ($4.50M).

Institutional investors have bought a total of 68,690,140 shares in the last 24 months. This purchase volume represents approximately $3.74B in transactions.

Of the 212 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 26,135,033 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 9/9/2026. New 13F filings are added each quarter as they're published.
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