NYSE:JEF

Jefferies Financial Group - JEF Institutional Ownership

$29.42

-0.46 (-1.54%)

(As of 03/24/2023 12:00 AM ET)

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Today's Range: $28.34
▼
$29.43
50-Day Range: $29.42
▼
$40.47
52-Week Range: $25.88
▼
$40.80

Volume: 2.55 million shs
Average Volume: 2.25 million shs
Market Capitalization: $6.70 billion

P/E Ratio: 9.71
Dividend Yield: 4.08%
Price Target: $36.75

Institutional Ownership

Current Institutional Ownership Percentage: 66.04%
Number of Institutional Buyers (last 12 months): 298
Total Institutional Inflows (last 12 months): $683.13 M
Number of Institutional Sellers (last 12 months): 245
Total Institutional Outflows (last 12 months): $822.81 M

JEF Institutional Buying and Selling by Quarter

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Jefferies Financial Group Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
3/15/2023	B. Riley Wealth Advisors Inc.	11,568	$0.40M	0.0%	+6.5%	0.005%
3/6/2023	OLD Mission Capital LLC	807	$28K	0.0%	N/A	0.000%
3/3/2023	Robotti Robert	432,698	$14.83M	2.2%	-0.5%	0.190%
2/28/2023	Voya Investment Management LLC	164,901	$5.65M	0.0%	-21.4%	0.072%
2/21/2023	Macquarie Group Ltd.	77,400	$2.65M	0.0%	+21.5%	0.034%
2/21/2023	Northwestern Mutual Wealth Management Co.	5,960	$0.20M	0.0%	+28.6%	0.003%

2/21/2023	B. Riley Wealth Advisors Inc.	11,568	$0.40M	0.0%	+6.5%	0.005%
2/21/2023	Northwestern Mutual Investment Management Company LLC	16,953	$0.58M	0.0%	-36.9%	0.007%
2/17/2023	Truist Financial Corp	86,812	$2.98M	0.0%	+15.7%	0.038%
2/17/2023	Compass Wealth Management LLC	3,025	$0.10M	0.0%	N/A	0.001%
2/16/2023	DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main	21,846	$0.75M	0.0%	N/A	0.010%
2/16/2023	Alliancebernstein L.P.	2,687,855	$92.14M	0.0%	+27.5%	1.188%
2/16/2023	Altshuler Shaham Ltd	3,079	$0.11M	0.0%	-24.2%	0.001%
2/16/2023	First Wilshire Securities Management Inc.	690,069	$23.66M	8.3%	-1.2%	0.305%
2/15/2023	Retirement Group LLC	106,122	$3.64M	1.8%	+27.8%	0.047%
2/15/2023	Public Employees Retirement System of Ohio	112,773	$3.87M	0.0%	-2.9%	0.050%
2/15/2023	CI Private Wealth LLC	92,399	$3.17M	0.0%	N/A	0.041%
2/15/2023	MetLife Investment Management LLC	118,847	$4.07M	0.0%	-3.3%	0.052%
2/15/2023	Atlas Capital Advisors LLC	9,704	$0.33M	0.1%	N/A	0.004%
2/15/2023	MBM Wealth Consultants LLC	15,312	$0.52M	0.2%	N/A	0.007%
2/15/2023	Utah Retirement Systems	35,584	$1.22M	0.0%	-2.2%	0.016%
2/15/2023	Captrust Financial Advisors	2,390,933	$81.96M	0.4%	+2.2%	1.057%
2/15/2023	Kiwi Wealth Investments Limited Partnership	94,543	$3.24M	0.2%	-9.5%	0.042%
2/15/2023	Epacria Capital Partners LLC	147,462	$5.06M	4.0%	N/A	0.065%
2/15/2023	PFS Investments Inc.	100,101	$3.43M	0.1%	+11.9%	0.044%
2/15/2023	State of Wisconsin Investment Board	196,283	$6.73M	0.0%	-5.9%	0.087%
2/15/2023	Susquehanna Fundamental Investments LLC	133,377	$4.57M	0.1%	-24.0%	0.059%
2/15/2023	Schonfeld Strategic Advisors LLC	124,952	$4.28M	0.0%	-42.3%	0.055%
2/15/2023	Squarepoint Ops LLC	14,541	$0.50M	0.0%	-70.3%	0.006%
2/15/2023	Stonebridge Capital Advisors LLC	3,000	$0.10M	0.0%	N/A	0.001%
2/15/2023	Legal & General Group Plc	479,838	$16.45M	0.0%	-1.1%	0.212%
2/15/2023	Mackenzie Financial Corp	307,521	$10.54M	0.0%	-1.4%	0.136%
2/15/2023	Millennium Management LLC	199,314	$6.83M	0.0%	-68.6%	0.088%
2/15/2023	Morgan Stanley	1,327,326	$45.50M	0.0%	+26.3%	0.587%
2/15/2023	Man Group plc	194,177	$6.66M	0.0%	+58.7%	0.086%
2/15/2023	Norges Bank	1,991,310	$68.26M	0.0%	N/A	0.880%
2/15/2023	Evergreen Capital Management LLC	7,456	$0.26M	0.0%	N/A	0.003%
2/15/2023	First Manhattan Co.	401,468	$13.76M	0.1%	-1.1%	0.178%
2/15/2023	Algert Global LLC	45,994	$1.58M	0.1%	-56.6%	0.020%
2/15/2023	AQR Capital Management LLC	1,234,525	$41.89M	0.1%	-11.9%	0.546%

2/15/2023	Ancora Advisors LLC	15,100	$0.52M	0.0%	+65.9%	0.007%
2/15/2023	Barrow Hanley Mewhinney & Strauss LLC	2,458,676	$84.28M	0.3%	-11.4%	1.087%
2/15/2023	Boothbay Fund Management LLC	171,129	$5.87M	0.1%	N/A	0.076%
2/15/2023	Jefferies Financial Group Inc.	12,173	$0.42M	0.0%	N/A	0.005%
2/14/2023	Advisor Partners II LLC	21,196	$0.73M	0.0%	-1.8%	0.009%
2/14/2023	DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main	21,846	$0.75M	0.0%	N/A	0.010%
2/14/2023	Price T Rowe Associates Inc. MD	123,506	$4.23M	0.0%	+30.6%	0.055%
2/14/2023	Verition Fund Management LLC	7,611	$0.26M	0.0%	-96.4%	0.003%
2/14/2023	Cetera Investment Advisers	33,047	$1.13M	0.0%	+158.1%	0.015%
2/14/2023	Amundi	3,052	$0.12M	0.0%	+5,658.5%	0.001%
2/14/2023	Two Sigma Advisers LP	552,900	$18.95M	0.1%	-0.1%	0.244%
2/14/2023	Beck Mack & Oliver LLC	1,924,667	$65.98M	1.9%	-1.6%	0.851%
2/14/2023	Two Sigma Investments LP	429,223	$14.71M	0.0%	-46.2%	0.190%
2/14/2023	Arrowstreet Capital Limited Partnership	1,669,271	$57.22M	0.1%	+6.9%	0.738%
2/14/2023	Engineers Gate Manager LP	11,691	$0.40M	0.0%	N/A	0.005%
2/14/2023	Quantinno Capital Management LP	19,717	$0.68M	0.1%	+26.3%	0.009%
2/13/2023	Pathstone Family Office LLC	18,427	$0.63M	0.0%	-2.2%	0.008%
2/13/2023	First Republic Investment Management Inc.	31,571	$1.08M	0.0%	+21.3%	0.014%
2/13/2023	Charles Schwab Investment Management Inc.	4,113,544	$141.01M	0.0%	+8.6%	1.819%
2/13/2023	Deutsche Bank AG	137,363	$4.71M	0.0%	-0.4%	0.061%
2/13/2023	Gabelli Funds LLC	161,110	$5.52M	0.0%	-7.8%	0.071%
2/13/2023	Baird Financial Group Inc.	42,640	$1.46M	0.0%	-18.1%	0.019%
2/13/2023	Kingsview Wealth Management LLC	104,751	$3.59M	0.2%	+17.1%	0.046%
2/13/2023	BOKF NA	128,276	$4.40M	0.1%	+0.3%	0.057%
2/13/2023	CIBC Asset Management Inc	7,144	$0.25M	0.0%	-33.5%	0.003%
2/13/2023	Shelton Capital Management	9,522	$0.33M	0.0%	-5.4%	0.004%
2/13/2023	AXS Investments LLC	3,130	$0.11M	0.0%	N/A	0.001%
2/13/2023	Wells Fargo & Company MN	143,172	$4.91M	0.0%	+25.0%	0.063%
2/13/2023	Barclays PLC	98,022	$3.36M	0.0%	-14.3%	0.043%
2/13/2023	Renaissance Technologies LLC	228,089	$7.82M	0.0%	-34.0%	0.101%
2/13/2023	Edgestream Partners L.P.	81,471	$2.79M	0.3%	-30.1%	0.036%
2/13/2023	The Manufacturers Life Insurance Company	149,245	$5.12M	0.0%	-1.8%	0.066%
2/13/2023	Credit Suisse AG	175,304	$6.01M	0.0%	-6.5%	0.078%
2/13/2023	Eubel Brady & Suttman Asset Management Inc.	430,778	$14.77M	2.4%	+0.2%	0.190%
2/13/2023	Geode Capital Management LLC	2,598,936	$89.09M	0.0%	+1.4%	1.149%
2/13/2023	Hosking Partners LLP	835,543	$28.64M	1.2%	+34.8%	0.369%
2/13/2023	American Century Companies Inc.	45,613	$1.56M	0.0%	+1.9%	0.020%
2/13/2023	Commonwealth of Pennsylvania Public School Empls Retrmt SYS	82,411	$2.83M	0.0%	+11.8%	0.036%
2/13/2023	Fuller & Thaler Asset Management Inc.	256,410	$8.79M	0.1%	-8.7%	0.113%
2/13/2023	CIBC Private Wealth Group LLC	53,582	$1.76M	0.0%	-15.7%	0.024%
2/13/2023	JPMorgan Chase & Co.	1,962,019	$67.26M	0.0%	+3.7%	0.868%
2/13/2023	Virtus Family Office LLC	33,516	$1.15M	2.6%	+12.1%	0.015%
2/13/2023	Poehling Capital Management INC.	122,472	$4.20M	1.6%	-1.1%	0.054%
2/13/2023	Teacher Retirement System of Texas	47,671	$1.63M	0.0%	-1.1%	0.021%
2/10/2023	Bank of America Corp DE	606,552	$20.79M	0.0%	+23.8%	0.268%
2/10/2023	American International Group Inc.	285,487	$9.79M	0.1%	-2.8%	0.126%
2/10/2023	Wade G W & Inc.	9,248	$0.32M	0.0%	+4.6%	0.004%
2/10/2023	Prescott Group Capital Management L.L.C.	10,000	$0.34M	0.1%	N/A	0.004%
2/10/2023	Amalgamated Bank	168,028	$5.76M	0.1%	+22.9%	0.074%
2/10/2023	Pacifica Capital Investments LLC	759,482	$26.04M	8.4%	-1.6%	0.336%

2/10/2023	Checchi Capital Advisers LLC	6,277	$0.22M	0.0%	N/A	0.003%
2/10/2023	Sei Investments Co.	54,931	$1.88M	0.0%	-14.3%	0.024%
2/10/2023	Elgethun Capital Management	77,185	$2.63M	0.9%	-0.6%	0.034%
2/10/2023	Assetmark Inc.	6,546	$0.22M	0.0%	-50.4%	0.003%
2/10/2023	Aviva PLC	88,661	$17.70M	0.1%	-11.5%	0.039%
2/10/2023	Victory Capital Management Inc.	780,803	$26.77M	0.0%	+0.0%	0.345%
2/10/2023	Rehmann Capital Advisory Group	29,986	$1.03M	0.1%	-7.7%	0.013%
2/10/2023	Franklin Resources Inc.	234,037	$8.02M	0.0%	+2,034.4%	0.103%
2/10/2023	HRT Financial LP	139,483	$4.78M	0.1%	-70.5%	0.062%
2/10/2023	O Shaughnessy Asset Management LLC	206,627	$7.08M	0.1%	+2.1%	0.091%

(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, 562 institutional investors and hedge funds held shares of Jefferies Financial Group. The most heavily invested institutionals were Vanguard Group Inc. ($584.31M), BlackRock Inc. ($528.52M), Sumitomo Mitsui Financial Group Inc. ($389.87M), First Pacific Advisors LP ($195.44M), First Trust Advisors LP ($194.61M), State Street Corp ($166.54M), and Dimensional Fund Advisors LP ($148.71M).Learn more on JEF's institutional investors.
What percentage of Jefferies Financial Group stock is owned by institutional investors?: 66.04% of Jefferies Financial Group stock is owned by institutional investors. Learn more on JEF's institutional investor holdings.
Which institutional investors have been buying Jefferies Financial Group stock?: Of the 484 institutional investors that purchased Jefferies Financial Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sumitomo Mitsui Financial Group Inc. ($10.50M), Alliancebernstein L.P. ($5.80M), First Trust Advisors LP ($4.57M), LSV Asset Management ($3.71M), Charles Schwab Investment Management Inc. ($2.55M), Norges Bank ($1.99M), and BlackRock Inc. ($1.79M).

How much institutional buying is happening at Jefferies Financial Group?: Institutional investors have bought a total of 76,351,209 shares in the last 24 months. This purchase volume represents approximately $2.58B in transactions.
Which Jefferies Financial Group major shareholders have been selling company stock?: Of the 339 institutional investors that sold Jefferies Financial Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: First Pacific Advisors LP ($8.42M), Goldman Sachs Group Inc. ($5.60M), Burgundy Asset Management Ltd. ($3.64M), Arrowstreet Capital Limited Partnership ($2.37M), Captrust Financial Advisors ($2.27M), Alliancebernstein L.P. ($2.15M), and Citigroup Inc. ($1.95M).
How much institutional selling is happening at Jefferies Financial Group?: Institutional investors have sold a total of 70,548,186 shares in the last 24 months. This volume of shares sold represents approximately $2.35B in transactions.

This page (NYSE:JEF) was last updated on 3/26/2023 by MarketBeat.com Staff

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Jefferies Financial Group - JEF Institutional Ownership

JEF Institutional Buying and Selling by Quarter

Jefferies Financial Group Major Shareholders & Ownership History

JEF Institutional Ownership - Frequently Asked Questions

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Jefferies Financial Group - JEF Institutional Ownership

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

JEF Institutional Buying and Selling by Quarter

Jefferies Financial Group Major Shareholders & Ownership History

JEF Institutional Ownership - Frequently Asked Questions