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Jefferies Financial Group (JEF) Institutional Ownership

Jefferies Financial Group logo
$52.62 +0.00 (+0.01%)
Closing price 07/2/2026 03:59 PM Eastern
Extended Trading
$52.62 +0.00 (+0.00%)
As of 04:05 AM 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 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)
366
Total
Institutional Inflows
(last 12 months)
$2.16B
Number of
Institutional Sellers
(last 12 months)
244
Total
Institutional Outflows
(last 12 months)
$1.60B
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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
7/2/2026 Versant Capital Management Inc928$46K0.0%+300.0%0.000%
7/2/2026 CX Institutional547$27K0.0%+77.6%0.000%
6/24/2026Basecamp Wealth Advisors LLC796$33K0.0%+665.4%0.000%
6/18/2026Western Wealth Management LLC8,667$358K0.0%N/A0.004%
6/18/2026Pacer Advisors Inc.19,504$805K0.0%-1.2%0.010%
6/3/2026Parallel Advisors LLC16,522$682K0.0%-32.9%0.008%
6/3/2026NewEdge Advisors LLC38,678$1.60M0.0%+6.4%0.019%
6/1/2026Caerus Investment Advisors LLC5,906$244K0.1%-8.6%0.003%
5/22/2026Segall Bryant & Hamill LLC29,064$1.20M0.0%-12.1%0.014%
5/21/2026Essential Partners LLC1,473$61K0.0%-69.1%0.001%
5/21/2026Vestor Capital LLC4,646$192K0.0%+467.3%0.002%
5/19/2026Western Wealth Management LLC8,667$358K0.0%N/A0.004%
5/19/2026Bank of America Corp DE775,985$32.03M0.0%-55.0%0.380%
5/19/2026Bull Harbor Capital LLC14,911$615K0.2%N/A0.007%
5/18/2026Amundi47,683$1.97M0.0%-56.2%0.023%
5/18/2026EverSource Wealth Advisors LLC4,462$184K0.0%+12.6%0.002%
5/18/2026California State Teachers Retirement System179,421$7.41M0.0%+22.3%0.088%
5/18/2026Royal Bank of Canada59,784$2.47M0.0%-56.0%0.029%
5/18/2026Empowered Funds LLC36,498$1.51M0.0%+808.6%0.018%
5/16/2026The Manufacturers Life Insurance Company 119,913$4.95M0.0%-2.0%0.059%
5/16/2026Quantinno Capital Management LP258,350$10.66M0.0%-31.9%0.126%
5/16/2026Copley Financial Group Inc.7,335$303K0.2%-5.5%0.004%
5/16/2026SummitTX Capital L.P.28,767$1.19M0.0%N/A0.014%
5/15/2026Endure Capital Management LLC28,828$1.19M0.8%N/A0.014%
5/15/2026Waverly Advisors LLC10,709$442K0.0%+25.8%0.005%
5/15/2026Entropy Technologies LP124,782$5.15M0.2%+360.1%0.061%
5/14/2026Public Employees Retirement System of Ohio48,297$1.99M0.0%+4.8%0.024%
5/14/2026Compound Planning Inc.4,883$202K0.0%-31.1%0.002%
5/14/2026Arrowstreet Capital Limited Partnership72,287$2.98M0.0%N/A0.035%
5/14/2026Caxton Associates LLP42,756$1.77M0.0%+34.4%0.021%
5/14/2026Moerus Capital Management LLC777,068$32.07M11.8%+27.4%0.380%
5/14/2026Bank of Nova Scotia207,450$8.56M0.0%N/A0.101%
5/14/2026Sei Investments Co.860,887$35.53M0.0%-12.4%0.421%
5/14/2026Lido Advisors LLC7,656$316K0.0%N/A0.004%
5/13/2026NewEdge Wealth LLC1,017,831$42.01M0.5%+10.1%0.498%
5/13/2026CI Investments Inc.85,677$3.54M0.0%-86.2%0.042%
5/13/2026First Trust Advisors LP177,049$7.31M0.0%-70.8%0.087%
5/12/2026First Wilshire Securities Management Inc.52,828$2.18M0.5%+1.3%0.026%
5/8/2026PNC Financial Services Group Inc.71,409$2.95M0.0%-3.7%0.035%
5/7/2026Meeder Advisory Services Inc.8,947$369K0.0%+6.8%0.004%
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5/7/2026Dimensional Fund Advisors LP2,666,097$110.02M0.0%+2.2%1.304%
5/7/2026Parallel Advisors LLC16,522$682K0.0%-32.9%0.008%
5/7/2026KBC Group NV95,294$3.93M0.0%+0.4%0.047%
5/7/2026Swiss National Bank306,200$12.64M0.0%+0.4%0.150%
5/6/2026California Public Employees Retirement System266,363$10.99M0.0%-5.8%0.130%
5/6/2026Kera Capital Partners Inc.6,076$251K0.0%N/A0.003%
5/6/2026Modera Wealth Management LLC25,685$1.06M0.0%-2.3%0.013%
5/6/2026Allspring Global Investments Holdings LLC12,543$519K0.0%-99.8%0.006%
5/5/2026Bank of New York Mellon Corp1,404,248$57.95M0.0%-1.7%0.687%
5/5/2026First National Bank of Hutchinson5,911$244K0.2%N/A0.003%
5/4/2026Calamos Wealth Management LLC7,284$301K0.0%N/A0.004%
5/4/2026Calamos Advisors LLC7,284$301K0.0%N/A0.004%
5/4/2026Check Capital Management Inc. CA680,171$28.07M0.8%+50.3%0.333%
5/4/2026State of Michigan Retirement System39,816$1.64M0.0%+2.1%0.019%
5/4/2026Principal Financial Group Inc.369,710$15.26M0.0%+1.8%0.181%
5/4/2026Chicago Partners Investment Group LLC13,455$555K0.0%+67.5%0.007%
5/2/2026International Assets Investment Management LLC3,400$141K0.0%N/A0.002%
5/2/2026Carnegie Investment Counsel7,701$318K0.0%-16.8%0.004%
5/1/2026Fifth Third Bancorp53,115$2.19M0.0%+1,953.9%0.026%
5/1/2026ACR Alpine Capital Research LLC124,770$5.15M0.1%+30.3%0.061%
5/1/2026Sequoia Financial Advisors LLC172,670$7.13M0.0%-2.2%0.084%
4/30/2026Equitable Trust Co.14,710$607K0.0%+41.9%0.007%
4/30/2026Hsbc Holdings PLC120,326$4.97M0.0%+895.7%0.059%
4/30/2026Waterfront Wealth Inc.146,608$6.05M1.1%+0.3%0.072%
4/30/2026Oregon Public Employees Retirement Fund33,891$1.40M0.0%+3.4%0.017%
4/29/2026R Squared Ltd6,799$281K0.2%+25.3%0.003%
4/29/2026Shelton Wealth Management LLC6,797$280K0.1%-70.5%0.003%
4/28/2026Intrinsic Value Partners LLC31,781$1.31M1.0%+10.1%0.016%
4/28/2026Whittier Trust Co. of Nevada Inc.25,315$1.06M0.0%+357.9%0.012%
4/28/2026Lee Danner & Bass Inc.148,811$6.14M0.4%+77.6%0.073%
4/27/2026HB Wealth Management LLC11,767$486K0.0%+16.8%0.006%
4/27/2026Counterpoint Mutual Funds LLC21,734$897K0.1%N/A0.011%
4/27/2026New York State Teachers Retirement System182,140$7.52M0.0%+5.1%0.089%
4/27/2026Y Intercept Hong Kong Ltd93,264$3.85M0.1%+142.2%0.046%
4/27/2026Leonteq Securities AG8,141$336K0.0%+234.9%0.004%
4/27/2026Fideuram Intesa Sanpaolo Private Banking S.P.A.71,260$2.94M0.1%N/A0.035%
4/22/2026Janney Montgomery Scott LLC6,589$272K0.0%+17.0%0.003%
4/22/2026Sylvest Advisors LLC10,356$427K0.2%+12.8%0.005%
4/22/20261492 Capital Management LLC107,773$4.45M1.7%+13.5%0.053%
4/22/2026Pictet Asset Management Holding SA24,959$1.03M0.0%+10.2%0.012%
4/22/2026Union Bancaire Privee UBP SA6,444$246K0.0%N/A0.003%
4/22/2026Sterling Capital Management LLC4,150$171K0.0%-41.7%0.002%
4/21/2026Pinnacle Wealth Management Advisory Group LLC5,039$208K0.0%+19.9%0.002%
4/21/2026Poehling Capital Management INC.122,632$5.06M1.1%-0.3%0.060%
4/21/2026Louisiana State Employees Retirement System47,900$1.98M0.0%N/A0.023%
4/20/2026MBM Wealth Consultants LLC32,353$1.34M0.3%+20.9%0.016%
4/20/2026OP Asset Management Ltd3,610$149K0.0%N/A0.002%
4/20/2026Assenagon Asset Management S.A.1,094,164$45.16M0.1%+740.1%0.535%
4/20/2026Miller Howard Investments Inc. NY11,843$489K0.0%-58.6%0.006%
4/16/2026SG Americas Securities LLC20,552$848K0.0%-93.4%0.010%
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4/16/2026Diversified Trust Co24,391$1.01M0.0%N/A0.012%
3/20/2026Purpose Unlimited Inc.850$53K0.0%N/A0.000%
3/20/2026Hsbc Holdings PLC12,084$750K0.0%-62.2%0.006%
3/17/2026Rockefeller Capital Management L.P.4,257$264K0.0%+56.7%0.002%
3/9/2026Corient Private Wealth LLC45,661$2.83M0.0%-3.6%0.022%
3/4/2026Pure Financial Advisors LLC4,929$305K0.0%-9.4%0.002%
2/24/2026Pacer Advisors Inc.19,735$1.22M0.0%-9.7%0.010%
2/20/2026Dean Capital Management29,603$1.83M0.8%+27.6%0.014%
2/19/2026Connective Capital Management LLC3,820$237K0.1%-86.4%0.002%
2/19/2026Invesco Ltd.349,958$21.69M0.0%-29.8%0.169%


JEF Institutional Ownership - Frequently Asked Questions

During the previous two years, 656 institutional investors and hedge funds held shares of Jefferies Financial Group. The most heavily invested institutionals were Vanguard Group Inc. ($913.10M), Sumitomo Mitsui Financial Group Inc. ($724.97M), FMR LLC ($421.88M), Alliancebernstein L.P. ($377.83M), Massachusetts Mutual Life Insurance Co. ($364.97M), State Street Corp ($295.08M), and Alyeska Investment Group L.P. ($246.17M).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 557 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), FMR LLC ($5.01M), Norges Bank ($4.77M), Massachusetts Mutual Life Insurance Co. ($4.66M), Alliancebernstein L.P. ($4.50M), Alyeska Investment Group L.P. ($3.98M), and Eminence Capital LP ($3.81M).

Institutional investors have bought a total of 36,327,730 shares in the last 24 months. This purchase volume represents approximately $2.16B in transactions.

Of the 244 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. ($3.43M), Invesco Ltd. ($1.73M), Artemis Investment Management LLP ($1.40M), Alliancebernstein L.P. ($1.03M), Bank of America Corp DE ($953.42K), and Qube Research & Technologies Ltd ($730.55K).

Institutional investors have sold a total of 29,166,807 shares in the last 24 months. This volume of shares sold represents approximately $1.60B in transactions.


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This page (NYSE:JEF) was last updated on 7/6/2026 by MarketBeat.com Staff.
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