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Jefferies Financial Group (JEF) Institutional Ownership

Jefferies Financial Group logo
$45.29 +0.91 (+2.04%)
As of 01:02 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)
345
Total
Institutional Inflows
(last 12 months)
$3.30B
Number of
Institutional Sellers
(last 12 months)
207
Total
Institutional Outflows
(last 12 months)
$1.41B
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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
10/9/2026GAMMA Investing LLC1,709$78K0.0%+86.2%0.001%
10/8/2026Farther Finance Advisors LLC8,671$397K0.0%+4.4%0.004%
10/8/2026Gradient Investments LLC351,573$16.08M0.2%+13.8%0.181%
10/7/2026Kwmg 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%
9/9/2026IFP Advisors Inc4,646$232K0.0%+25.2%0.002%
9/9/2026Beacon 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%
8/23/2026Wedmont Private Capital3,942$205K0.0%N/A0.002%
8/23/2026HB 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%
8/22/2026Concurrent 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%
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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%
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%
8/7/2026Citizens 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%
8/7/2026Deutsche Bank AG660,454$33.01M0.0%N/A0.341%
8/7/2026Trust Co. of Vermont785$39K0.0%N/A0.000%
8/7/2026Trivium Point Advisory LLC4,480$224K0.0%N/A0.002%
8/6/2026Global Retirement Partners LLC727$36K0.0%N/A0.000%
8/6/2026Bank of New York Mellon Corp1,339,953$66.97M0.0%N/A0.692%
8/6/2026Focus Partners Advisor Solutions LLC26,583$1.33M0.0%N/A0.014%
8/6/2026GSA Capital Partners LLP28,889$1.44M0.1%N/A0.015%
7/10/2026Wedge Capital Management L L P NC42,761$2.14M0.0%-2.0%0.021%
7/10/2026Family Wealth Partners LLC4,888$244K0.1%N/A0.002%
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7/10/2026Handelsbanken Fonder AB48,703$2.43M0.0%+3.4%0.024%
7/9/2026Hennion & Walsh Asset Management Inc.6,872$343K0.0%-8.6%0.003%
7/8/2026Gradient Investments LLC308,894$15.44M0.2%+2.5%0.151%
7/8/2026Beacon Investment Advisory Services Inc.6,112$305K0.0%-67.8%0.003%
7/8/2026Kwmg LLC9,906$495K0.0%-2.7%0.005%
7/8/2026Assenagon Asset Management S.A.1,027,771$51.37M0.1%-6.1%0.503%
7/8/2026Sanders 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%
6/24/2026Basecamp Wealth Advisors LLC796$33K0.0%+665.4%0.000%


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 59,994,561 shares in the last 24 months. This purchase volume represents approximately $3.30B in transactions.

Of the 207 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 25,765,294 shares in the last 24 months. This volume of shares sold represents approximately $1.41B 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 10/9/2026. New 13F filings are added each quarter as they're published.
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