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Jefferies Financial Group (JEF) Institutional Ownership

Jefferies Financial Group logo
$53.68 -0.56 (-1.04%)
As of 12:02 PM Eastern
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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)
350
Total
Institutional Inflows
(last 12 months)
$3.12B
Number of
Institutional Sellers
(last 12 months)
238
Total
Institutional Outflows
(last 12 months)
$1.94B
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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
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%
5/14/2025Redwood Investment Management LLC24,792$1.33M0.1%+6.2%0.012%
5/14/2025Gabelli Funds LLC129,410$6.93M0.1%-4.6%0.063%
5/14/2025FORA Capital LLC44,721$2.40M0.2%+328.4%0.022%
5/14/2025Corebridge Financial Inc.180,457$9.67M0.1%-2.1%0.087%
5/14/2025Comerica Bank66,449$3.56M0.0%-15.0%0.032%
5/14/2025MetLife Investment Management LLC95,917$5.14M0.0%-1.2%0.047%
5/14/2025Campbell & CO Investment Adviser LLC58,588$3.14M0.2%N/A0.028%
5/14/2025Jump Financial LLC102,100$5.47M0.1%N/A0.050%
5/14/2025Northwestern Mutual Wealth Management Co.7,356$394K0.0%-9.9%0.004%
5/14/2025AlphaQuest LLC7,041$377K0.0%N/A0.003%
5/14/2025Arnhold LLC8,000$429K0.0%-90.0%0.004%
5/14/2025Monetary Management Group Inc.8,300$445K0.1%-20.2%0.004%
5/14/2025CW Advisors LLC8,346$447K0.0%+6.4%0.004%
5/14/2025EntryPoint Capital LLC5,423$291K0.1%N/A0.003%
5/14/2025Credit Agricole S A14,997$803K0.0%-47.0%0.007%
5/14/2025BI Asset Management Fondsmaeglerselskab A S1,454$78K0.0%N/A0.001%
5/14/2025Hsbc Holdings PLC28,288$1.49M0.0%+161.9%0.014%
5/14/2025First Wilshire Securities Management Inc.53,221$2.85M0.8%-1.1%0.026%
5/13/2025 Northern Trust Corp1,551,611$83.12M0.0%-1.9%0.752%
5/13/2025 Elequin Capital LP549$29K0.0%+117.9%0.000%
5/13/2025 Versor Investments LP5,852$313K0.1%N/A0.003%
5/13/2025 Raymond James Financial Inc.285,072$15.27M0.0%-36.4%0.138%
5/13/2025 Cresset Asset Management LLC51,518$2.76M0.0%-5.0%0.025%
5/13/2025 Tocqueville Asset Management L.P.67,369$3.61M0.1%-0.9%0.033%
5/13/2025 State of New Jersey Common Pension Fund D41,527$2.23M0.0%-11.6%0.020%
5/13/2025 American Century Companies Inc.89,420$4.79M0.0%-13.8%0.043%
5/13/2025 Ethic Inc.15,256$817K0.0%-3.3%0.007%
5/13/2025 Brandywine Global Investment Management LLC102,551$5.49M0.0%+2.6%0.050%
5/13/2025 Dimensional Fund Advisors LP2,613,516$139.98M0.0%-16.7%1.267%
5/13/2025 Moerus Capital Management LLC574,253$30.76M13.8%-10.3%0.278%
5/13/2025 Robotti Robert343,528$18.40M3.7%-15.8%0.167%
5/13/2025 Lord Abbett & CO. LLC77,805$4.17M0.0%-14.4%0.038%
5/13/2025 Boston Partners146,466$7.84M0.0%-2.8%0.071%
5/13/2025 Caitong International Asset Management Co. Ltd2,950$158K0.1%N/A0.001%
5/13/2025 Russell Investments Group Ltd.244,589$13.10M0.0%-29.0%0.119%
5/13/2025 Arrowpoint Investment Partners Singapore Pte. Ltd.10,700$573K0.1%+33.5%0.005%
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5/13/2025 HighTower Advisors LLC27,844$1.49M0.0%-9.9%0.013%
5/12/2025 Longfellow Investment Management Co. LLC7,840$420K0.1%N/A0.004%
5/12/2025 Nuveen LLC1,100,843$58.97M0.0%N/A0.534%
5/12/2025 Aigen Investment Management LP21,621$1.16M0.2%N/A0.010%
5/12/2025 Entropy Technologies LP11,380$610K0.1%N/A0.006%
5/12/2025 Invesco Ltd.2,083,808$111.63M0.0%-60.6%1.010%
5/12/2025 JPMorgan Chase & Co.5,126,514$274.63M0.0%+30.1%2.486%
5/12/2025 Condor Capital Management22,632$1.21M0.1%-1.0%0.011%
5/12/2025 Hosking Partners LLP623,813$33.42M1.4%-10.0%0.302%
5/12/2025 Townsquare Capital LLC4,851$260K0.0%+76.0%0.002%
5/12/2025 National Bank of Canada FI125,338$6.71M0.0%+22.7%0.061%
5/12/2025 Citigroup Inc.479,563$25.69M0.0%-94.0%0.233%
5/12/2025 Swiss National Bank298,600$16.00M0.0%-1.5%0.145%
5/12/2025 AlphaCore Capital LLC40,729$2.18M0.2%+1.4%0.020%
5/12/2025 Wittenberg Investment Management Inc.38,170$2.05M0.9%-4.0%0.019%
5/12/2025 Maryland State Retirement & Pension System8,158$437K0.0%-15.5%0.004%
5/9/2025 Headlands Technologies LLC9,982$535K0.1%N/A0.005%
5/9/2025 Deutsche Bank AG442,588$23.71M0.0%-26.7%0.215%
5/9/2025 Charles Schwab Investment Management Inc.1,127,474$60.40M0.0%-2.1%0.547%
5/9/2025 Vanguard Group Inc.15,275,117$818.29M0.0%-0.5%7.406%
5/9/2025 Maxi Investments CY Ltd17,200$921K0.2%-13.9%0.008%
5/9/2025 Encompass More Asset Management11,886$637K0.2%N/A0.006%
5/9/2025 NewEdge Wealth LLC502,900$26.94M0.5%+11.7%0.244%
5/9/2025 Bank of Nova Scotia30,888$1.66M0.0%N/A0.015%
5/9/2025 R Squared Ltd3,920$210K0.2%N/A0.002%
5/9/2025 PNC Financial Services Group Inc.73,171$3.92M0.0%-6.1%0.035%
5/9/2025 LSV Asset Management489,300$26.21M0.1%-35.3%0.237%
5/8/2025 TIAA Trust National Association24,129$1.29M0.0%+522.5%0.012%
5/8/2025 Commerce Bank85,698$4.59M0.0%+0.6%0.042%
5/8/2025 Moors & Cabot Inc.28,500$1.53M0.1%+44.3%0.014%
5/8/2025 US Bancorp DE25,484$1.37M0.0%-13.3%0.012%
5/8/2025 Harbour Investments Inc.2,282$122K0.0%+23.6%0.001%
5/8/2025 Intrinsic Value Partners LLC29,934$1.60M1.6%-2.5%0.015%
5/8/2025 Natixis Advisors LLC40,804$2.19M0.0%+16.8%0.020%
5/8/2025 NorthRock Partners LLC6,198$332K0.0%+8.0%0.003%
5/8/2025 Modera Wealth Management LLC30,324$1.62M0.0%-1.1%0.015%
5/8/2025 Bayforest Capital Ltd5,422$290K0.1%N/A0.003%
5/8/2025 XTX Topco Ltd21,145$1.13M0.1%-20.0%0.010%
5/7/2025 Mackenzie Financial Corp26,001$1.39M0.0%+11.9%0.013%
5/7/2025 LPL Financial LLC346,882$18.58M0.0%-7.6%0.168%
5/7/2025 Zurcher Kantonalbank Zurich Cantonalbank 39,273$2.10M0.0%-3.4%0.019%
5/7/2025 HB Wealth Management LLC5,918$317K0.0%+9.8%0.003%
5/7/2025Equitable Trust Co.8,600$461K0.0%-38.9%0.004%
5/7/2025 Private Management Group Inc.649,540$34.80M1.3%-3.8%0.315%
5/6/2025 Pacer Advisors Inc.13,354$715K0.0%-70.6%0.006%
5/6/2025 Cetera Investment Advisers29,973$1.61M0.0%-8.4%0.015%
5/6/2025 Avantax Advisory Services Inc.8,425$451K0.0%-40.2%0.004%
5/6/2025 First Pacific Advisors LP2,580,823$138.26M2.2%-7.9%1.251%
5/6/2025 Carnegie Investment Counsel9,459$507K0.0%+46.8%0.005%
5/6/2025 ACR Alpine Capital Research LLC36,155$1.94M0.0%-66.2%0.018%
Musk’s Project Colossus could mint millionaires (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the May 1st funding window clos
5/6/2025 Pinnacle Associates Ltd.8,733$468K0.0%+3.8%0.004%
5/6/2025 1492 Capital Management LLC49,222$2.64M1.4%-49.4%0.024%
5/6/2025 Beacon Investment Advisory Services Inc.148,720$7.97M0.4%-13.6%0.072%
5/6/2025 Universal Beteiligungs und Servicegesellschaft mbH30,264$1.62M0.0%N/A0.015%
5/6/2025 Y Intercept Hong Kong Ltd64,054$3.43M0.2%+369.4%0.031%
5/5/2025 HighPoint Advisor Group LLC6,484$347K0.0%-17.5%0.003%
5/5/2025 Allianz Asset Management GmbH361,270$19.35M0.0%-1.3%0.175%
5/5/2025 IFP Advisors Inc1,387$74K0.0%+87.9%0.001%
5/5/2025 Covenant Asset Management LLC54,374$2.91M0.6%+1.6%0.026%
5/5/2025 AMG National Trust Bank18,649$999K0.0%-10.0%0.009%
(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, 563 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), Alliancebernstein L.P. ($469.52M), FMR LLC ($421.88M), Massachusetts Mutual Life Insurance Co. ($364.97M), and TFO Wealth Partners LLC ($353M).Learn more on JEF's institutional investors.

What percentage of Jefferies Financial Group stock is owned by institutional investors?

60.88% 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 460 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. ($9.25M), Allspring Global Investments Holdings LLC ($7.15M), FMR LLC ($5.01M), Massachusetts Mutual Life Insurance Co. ($4.66M), Alliancebernstein L.P. ($3.68M), 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 64,355,903 shares in the last 24 months. This purchase volume represents approximately $3.84B in transactions.

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

Of the 303 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: Citigroup Inc. ($8.03M), Vanguard Group Inc. ($4.72M), LSV Asset Management ($3.25M), Invesco Ltd. ($3.21M), Donald Smith & CO. Inc. ($2.28M), First Pacific Advisors LP ($1.53M), and Dimensional Fund Advisors LP ($1.11M).

How much institutional selling is happening at Jefferies Financial Group?

Institutional investors have sold a total of 49,915,051 shares in the last 24 months. This volume of shares sold represents approximately $2.63B in transactions.



This page (NYSE:JEF) was last updated on 5/15/2025 by MarketBeat.com Staff
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