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Jefferies Financial Group (JEF) Institutional Ownership

Jefferies Financial Group logo
$53.09 +0.62 (+1.18%)
As of 01:11 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)
363
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
5/22/2026 Segall Bryant & Hamill LLC29,064$1.20M0.0%-12.1%0.014%
5/21/2026 Essential Partners LLC1,473$61K0.0%-69.1%0.001%
5/21/2026 Vestor Capital LLC4,646$192K0.0%+467.3%0.002%
5/19/2026 Western Wealth Management LLC8,667$358K0.0%N/A0.004%
5/19/2026 Bank of America Corp DE775,985$32.03M0.0%-55.0%0.380%
5/19/2026 Bull Harbor Capital LLC14,911$615K0.2%N/A0.007%
5/18/2026 Amundi47,683$1.97M0.0%-56.2%0.023%
5/18/2026 EverSource Wealth Advisors LLC4,462$184K0.0%+12.6%0.002%
5/18/2026 California State Teachers Retirement System179,421$7.41M0.0%+22.3%0.088%
5/18/2026 Royal Bank of Canada59,784$2.47M0.0%-56.0%0.029%
5/18/2026 Empowered Funds LLC36,498$1.51M0.0%+808.6%0.018%
5/16/2026 The Manufacturers Life Insurance Company 119,913$4.95M0.0%-2.0%0.059%
5/16/2026 Quantinno Capital Management LP258,350$10.66M0.0%-31.9%0.126%
5/16/2026 Copley Financial Group Inc.7,335$303K0.2%-5.5%0.004%
5/16/2026 SummitTX Capital L.P.28,767$1.19M0.0%N/A0.014%
5/15/2026 Endure Capital Management LLC28,828$1.19M0.8%N/A0.014%
5/15/2026 Waverly Advisors LLC10,709$442K0.0%+25.8%0.005%
5/15/2026 Entropy Technologies LP124,782$5.15M0.2%+360.1%0.061%
5/14/2026 Public Employees Retirement System of Ohio48,297$1.99M0.0%+4.8%0.024%
5/14/2026 Compound Planning Inc.4,883$202K0.0%-31.1%0.002%
5/14/2026 Arrowstreet Capital Limited Partnership72,287$2.98M0.0%N/A0.035%
5/14/2026 Caxton Associates LLP42,756$1.77M0.0%+34.4%0.021%
5/14/2026 Moerus Capital Management LLC777,068$32.07M11.8%+27.4%0.380%
5/14/2026 Bank of Nova Scotia207,450$8.56M0.0%N/A0.101%
5/14/2026 Sei Investments Co.860,887$35.53M0.0%-12.4%0.421%
5/14/2026 Lido Advisors LLC7,656$316K0.0%N/A0.004%
5/13/2026 NewEdge Wealth LLC1,017,831$42.01M0.5%+10.1%0.498%
5/13/2026 CI Investments Inc.85,677$3.54M0.0%-86.2%0.042%
5/13/2026 First Trust Advisors LP177,049$7.31M0.0%-70.8%0.087%
5/12/2026 First Wilshire Securities Management Inc.52,828$2.18M0.5%+1.3%0.026%
5/8/2026 PNC Financial Services Group Inc.71,409$2.95M0.0%-3.7%0.035%
5/7/2026 Meeder Advisory Services Inc.8,947$369K0.0%+6.8%0.004%
5/7/2026 Dimensional Fund Advisors LP2,666,097$110.02M0.0%+2.2%1.304%
5/7/2026 Parallel Advisors LLC16,522$682K0.0%-32.9%0.008%
5/7/2026 KBC Group NV95,294$3.93M0.0%+0.4%0.047%
5/7/2026 Swiss National Bank306,200$12.64M0.0%+0.4%0.150%
5/6/2026 California Public Employees Retirement System266,363$10.99M0.0%-5.8%0.130%
5/6/2026 Kera Capital Partners Inc.6,076$251K0.0%N/A0.003%
5/6/2026 Modera Wealth Management LLC25,685$1.06M0.0%-2.3%0.013%
5/6/2026 Allspring Global Investments Holdings LLC12,543$519K0.0%-99.8%0.006%
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5/5/2026 Bank of New York Mellon Corp1,404,248$57.95M0.0%-1.7%0.687%
5/5/2026 First National Bank of Hutchinson5,911$244K0.2%N/A0.003%
5/4/2026 Calamos Wealth Management LLC7,284$301K0.0%N/A0.004%
5/4/2026 Calamos Advisors LLC7,284$301K0.0%N/A0.004%
5/4/2026 Check Capital Management Inc. CA680,171$28.07M0.8%+50.3%0.333%
5/4/2026 State of Michigan Retirement System39,816$1.64M0.0%+2.1%0.019%
5/4/2026 Principal Financial Group Inc.369,710$15.26M0.0%+1.8%0.181%
5/4/2026 Chicago Partners Investment Group LLC13,455$555K0.0%+67.5%0.007%
5/2/2026 International Assets Investment Management LLC3,400$141K0.0%N/A0.002%
5/2/2026 Carnegie Investment Counsel7,701$318K0.0%-16.8%0.004%
5/1/2026 Fifth Third Bancorp53,115$2.19M0.0%+1,953.9%0.026%
5/1/2026 ACR Alpine Capital Research LLC124,770$5.15M0.1%+30.3%0.061%
5/1/2026 Sequoia Financial Advisors LLC172,670$7.13M0.0%-2.2%0.084%
4/30/2026 Equitable Trust Co.14,710$607K0.0%+41.9%0.007%
4/30/2026 Hsbc Holdings PLC120,326$4.97M0.0%+895.7%0.059%
4/30/2026 Waterfront Wealth Inc.146,608$6.05M1.1%+0.3%0.072%
4/30/2026 Oregon Public Employees Retirement Fund33,891$1.40M0.0%+3.4%0.017%
4/29/2026 R Squared Ltd6,799$281K0.2%+25.3%0.003%
4/29/2026 Shelton Wealth Management LLC6,797$280K0.1%-70.5%0.003%
4/28/2026 Intrinsic Value Partners LLC31,781$1.31M1.0%+10.1%0.016%
4/28/2026 Whittier Trust Co. of Nevada Inc.25,315$1.06M0.0%+357.9%0.012%
4/28/2026 Lee Danner & Bass Inc.148,811$6.14M0.4%+77.6%0.073%
4/27/2026 HB Wealth Management LLC11,767$486K0.0%+16.8%0.006%
4/27/2026 Counterpoint Mutual Funds LLC21,734$897K0.1%N/A0.011%
4/27/2026 New York State Teachers Retirement System182,140$7.52M0.0%+5.1%0.089%
4/27/2026 Y Intercept Hong Kong Ltd93,264$3.85M0.1%+142.2%0.046%
4/27/2026 Leonteq Securities AG8,141$336K0.0%+234.9%0.004%
4/27/2026 Fideuram Intesa Sanpaolo Private Banking S.P.A.71,260$2.94M0.1%N/A0.035%
4/22/2026 Janney Montgomery Scott LLC6,589$272K0.0%+17.0%0.003%
4/22/2026 Sylvest Advisors LLC10,356$427K0.2%+12.8%0.005%
4/22/2026 1492 Capital Management LLC107,773$4.45M1.7%+13.5%0.053%
4/22/2026 Pictet Asset Management Holding SA24,959$1.03M0.0%+10.2%0.012%
4/22/2026 Union Bancaire Privee UBP SA6,444$246K0.0%N/A0.003%
4/22/2026 Sterling Capital Management LLC4,150$171K0.0%-41.7%0.002%
4/21/2026 Pinnacle Wealth Management Advisory Group LLC5,039$208K0.0%+19.9%0.002%
4/21/2026 Poehling Capital Management INC.122,632$5.06M1.1%-0.3%0.060%
4/21/2026 Louisiana State Employees Retirement System47,900$1.98M0.0%N/A0.023%
4/20/2026 MBM Wealth Consultants LLC32,353$1.34M0.3%+20.9%0.016%
4/20/2026 OP Asset Management Ltd3,610$149K0.0%N/A0.002%
4/20/2026 Assenagon Asset Management S.A.1,094,164$45.16M0.1%+740.1%0.535%
4/20/2026 Miller Howard Investments Inc. NY11,843$489K0.0%-58.6%0.006%
4/16/2026 SG Americas Securities LLC20,552$848K0.0%-93.4%0.010%
4/16/2026 Diversified Trust Co24,391$1.01M0.0%N/A0.012%
3/20/2026 Purpose Unlimited Inc.850$53K0.0%N/A0.000%
3/20/2026 Hsbc Holdings PLC12,084$750K0.0%-62.2%0.006%
3/17/2026 Rockefeller Capital Management L.P.4,257$264K0.0%+56.7%0.002%
3/9/2026 Corient Private Wealth LLC45,661$2.83M0.0%-3.6%0.022%
3/4/2026 Pure Financial Advisors LLC4,929$305K0.0%-9.4%0.002%
2/24/2026 Pacer Advisors Inc.19,735$1.22M0.0%-9.7%0.010%
2/20/2026 Dean Capital Management29,603$1.83M0.8%+27.6%0.014%
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2/19/2026 Connective Capital Management LLC3,820$237K0.1%-86.4%0.002%
2/19/2026 Invesco Ltd.349,958$21.69M0.0%-29.8%0.169%
2/19/2026 Corient Private Wealth LLC44,583$2.76M0.0%-5.9%0.022%
2/19/2026 Alberta Investment Management Corp25,400$1.57M0.0%N/A0.012%
2/18/2026 Mercer Global Advisors Inc. ADV185,791$11.51M0.0%+593.9%0.090%
2/18/2026 Vident Advisory LLC6,644$412K0.0%-29.6%0.003%
2/18/2026 State of Tennessee Department of Treasury61,714$3.78M0.0%-4.1%0.030%
2/18/2026 EP Wealth Advisors LLC4,339$269K0.0%N/A0.002%
2/18/2026 NewEdge Advisors LLC36,347$2.25M0.0%+8.3%0.018%
2/18/2026 Empowered Funds LLC4,017$249K0.0%-17.1%0.002%


JEF Institutional Ownership - Frequently Asked Questions

During the previous two years, 655 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 556 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 36,327,220 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 29,202,125 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 5/29/2026 by MarketBeat.com Staff.
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