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Jefferies Financial Group (JEF) Institutional Ownership

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$55.93 -1.73 (-3.00%)
Closing price 08/1/2025 03:59 PM Eastern
Extended Trading
$55.88 -0.05 (-0.10%)
As of 08/1/2025 06:57 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.

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

Current
Institutional Ownership
Percentage
60.88%
Number of
Institutional Buyers
(last 12 months)
347
Total
Institutional Inflows
(last 12 months)
$3.09B
Number of
Institutional Sellers
(last 12 months)
249
Total
Institutional Outflows
(last 12 months)
$1.96B
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JEF Institutional Buying and Selling by Quarter

Jefferies Financial Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025 First Pacific Advisors LP2,580,283$141.12M2.0%0.0%1.251%
8/1/2025 Teacher Retirement System of Texas30,882$1.69M0.0%+4.5%0.015%
8/1/2025 Y Intercept Hong Kong Ltd11,849$648K0.0%-81.5%0.006%
8/1/2025 Bessemer Group Inc.912$50K0.0%+48.8%0.000%
8/1/2025 MorganRosel Wealth Management LLC9,431$516K0.1%-59.1%0.005%
8/1/2025 Envestnet Asset Management Inc.233,250$12.76M0.0%-2.8%0.113%
7/31/2025 State of New Jersey Common Pension Fund D48,227$2.64M0.0%+16.1%0.023%
7/31/2025 Lee Danner & Bass Inc.97,690$5.34M0.4%-6.7%0.047%
7/31/2025 AlphaQuest LLC2,530$138K0.0%-64.1%0.001%
7/31/2025 Carnegie Investment Counsel9,970$545K0.0%+5.4%0.005%
7/30/2025 Forum Financial Management LP6,863$375K0.0%-10.0%0.003%
7/30/2025 Ethic Inc.8,977$500K0.0%-41.2%0.004%
7/29/2025 Stephens Inc. AR4,353$238K0.0%-9.9%0.002%
7/29/2025 Mutual of America Capital Management LLC81,031$4.43M0.0%-3.3%0.039%
7/29/2025 Carmel Capital Partners LLC12,233$669K0.2%-36.9%0.006%
7/29/2025 Mattson Financial Services LLC6,272$343K0.1%N/A0.003%
7/29/2025 Praxis Investment Management Inc.6,260$342K0.0%N/A0.003%
7/28/2025 Allianz Asset Management GmbH152,672$8.35M0.0%-57.7%0.074%
7/28/2025 Harbour Investments Inc.4,426$242K0.0%+94.0%0.002%
7/28/2025 Bayforest Capital Ltd10,072$551K0.2%+85.8%0.005%
7/28/2025Equitable Trust Co.10,890$596K0.0%+26.6%0.005%
7/25/2025 NorthRock Partners LLC7,498$410K0.0%+21.0%0.004%
7/25/2025 Sequoia Financial Advisors LLC169,445$9.27M0.1%+13.9%0.082%
7/25/2025 Total Clarity Wealth Management Inc.8,950$489K0.1%N/A0.004%
7/25/2025 Yousif Capital Management LLC57,570$3.15M0.0%-2.3%0.028%
7/25/2025 Allspring Global Investments Holdings LLC6,990,180$388.37M0.6%+9.0%3.389%
7/25/2025 CWM LLC7,875$431K0.0%+455.0%0.004%
7/25/2025 OFI Invest Asset Management18,987$1.04M0.0%+15.2%0.009%
7/25/2025 Vanguard Personalized Indexing Management LLC24,274$1.33M0.0%+12.4%0.012%
7/24/2025 Blue Trust Inc.3,271$179K0.0%+15.1%0.002%
7/24/2025 IFP Advisors Inc616$37K0.0%-55.6%0.000%
7/24/2025 US Bancorp DE29,345$1.61M0.0%+15.2%0.014%
7/23/2025 Louisiana State Employees Retirement System45,800$2.51M0.0%+0.4%0.022%
7/23/2025 KLP Kapitalforvaltning AS31,700$1.73M0.0%+1.6%0.015%
7/23/2025 Mraz Amerine & Associates Inc.571,327$31.25M5.0%+5.3%0.277%
7/22/2025 Checchi Capital Advisers LLC4,564$250K0.0%-10.3%0.002%
7/21/2025 QRG Capital Management Inc.23,979$1.31M0.0%+3.8%0.012%
7/21/2025 Lecap Asset Management Ltd.24,584$1.34M0.5%N/A0.012%
7/18/2025 Pure Financial Advisors LLC5,501$301K0.0%+8.5%0.003%
7/18/2025 Truist Financial Corp68,837$3.77M0.0%-9.3%0.033%
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7/17/2025 Trivium Point Advisory LLC4,480$245K0.0%-5.3%0.002%
7/17/2025 HB Wealth Management LLC6,188$338K0.0%+4.6%0.003%
7/17/2025 Janney Montgomery Scott LLC6,325$346K0.0%+28.5%0.003%
7/16/2025 State of Alaska Department of Revenue18,329$1.00M0.0%-3.9%0.009%
7/16/2025 Banque Pictet & Cie SA10,776$589K0.0%-6.3%0.005%
7/16/2025 Sylvest Advisors LLC11,394$623K0.4%+4.4%0.006%
7/15/2025 Beacon Investment Advisory Services Inc.159,960$8.75M0.4%+7.6%0.078%
7/15/2025 Public Employees Retirement System of Ohio47,536$2.60M0.0%-17.1%0.023%
7/15/2025 Kwmg LLC12,956$709K0.1%-8.4%0.006%
7/15/2025 Bfsg LLC5,694$311K0.0%+5.6%0.003%
7/14/2025 GAMMA Investing LLC1,875$103K0.0%+62.9%0.001%
7/14/2025 Ridgewood Investments LLC1,900$104K0.0%-13.6%0.001%
7/14/2025 Park Avenue Securities LLC24,941$1.36M0.0%-2.3%0.012%
7/11/2025 Farther Finance Advisors LLC9,932$543K0.0%+3.5%0.005%
7/11/2025 Wedge Capital Management L L P NC49,136$2.69M0.0%+19.3%0.024%
7/11/2025 Harbour Capital Advisors LLC31,870$1.80M0.4%-6.2%0.015%
7/11/2025 UMB Bank n.a.8,864$485K0.0%+3.9%0.004%
7/11/2025 Shelton Wealth Management LLC20,306$1.11M0.5%+38.7%0.010%
7/11/2025 Miller Howard Investments Inc. NY521,040$28.50M0.9%+0.1%0.253%
7/11/2025 Assenagon Asset Management S.A.474,501$25.95M0.0%+18.2%0.230%
7/10/2025 NorthCrest Asset Manangement LLC18,342$1.04M0.0%+2.6%0.009%
7/10/2025 Wealth Enhancement Advisory Services LLC143,469$8.17M0.0%+1.4%0.070%
7/10/2025 Secure Asset Management LLC20,781$1.14M0.2%+59.8%0.010%
7/9/2025 Radnor Capital Management LLC32,820$1.80M0.3%+8.6%0.016%
7/9/2025 Pallas Capital Advisors LLC5,606$307K0.0%N/A0.003%
7/9/2025 Gateway Investment Advisers LLC69,289$3.79M0.0%+16.3%0.034%
7/9/2025 MassMutual Private Wealth & Trust FSB1,340$73K0.0%-12.1%0.001%
7/8/2025 Bard Financial Services Inc.20,175$1.10M0.1%-2.4%0.010%
7/8/2025 Gradient Investments LLC36,610$2.00M0.0%N/A0.018%
7/8/2025 Parallel 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%
5/19/2025 Bayforest 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%
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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%
5/15/2025 Focus 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%
(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, 565 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), Allspring Global Investments Holdings LLC ($388.37M), Massachusetts Mutual Life Insurance Co. ($364.97M), and Alliancebernstein L.P. ($364.72M).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 457 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), 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 45,019,960 shares in the last 24 months. This purchase volume represents approximately $3.09B in transactions.

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

Of the 249 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 ($1.33M), 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 31,973,010 shares in the last 24 months. This volume of shares sold represents approximately $1.96B in transactions.



This page (NYSE:JEF) was last updated on 8/3/2025 by MarketBeat.com Staff
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