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Jefferies Financial Group (JEF) Institutional Ownership

Jefferies Financial Group logo
$50.07 +1.50 (+3.09%)
Closing price 03:59 PM Eastern
Extended Trading
$50.13 +0.06 (+0.12%)
As of 05:34 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)
382
Total
Institutional Inflows
(last 12 months)
$2.38B
Number of
Institutional Sellers
(last 12 months)
263
Total
Institutional Outflows
(last 12 months)
$1.93B
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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
5/5/2026Bank of New York Mellon Corp1,404,248$57.95M0.0%-1.7%0.687%
5/5/2026First 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%
5/4/2026State of Michigan Retirement System39,816$1.64M0.0%+2.1%0.019%
5/4/2026Principal 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%
3/20/2026Purpose Unlimited Inc.850$53K0.0%N/A0.000%
3/20/2026 Hsbc Holdings PLC12,084$750K0.0%-62.2%0.006%
3/17/2026Rockefeller Capital Management L.P.4,257$264K0.0%+56.7%0.002%
3/9/2026Corient 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%
2/24/2026Pacer Advisors Inc.19,735$1.22M0.0%-9.7%0.010%
2/20/2026Dean Capital Management29,603$1.83M0.8%+27.6%0.014%
2/19/2026Connective Capital Management LLC3,820$237K0.1%-86.4%0.002%
2/19/2026Invesco Ltd.349,958$21.69M0.0%-29.8%0.169%
2/19/2026Corient 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%
2/18/2026Mercer Global Advisors Inc. ADV185,791$11.51M0.0%+593.9%0.090%
2/18/2026Vident Advisory LLC6,644$412K0.0%-29.6%0.003%
2/18/2026State of Tennessee Department of Treasury61,714$3.78M0.0%-4.1%0.030%
2/18/2026EP Wealth Advisors LLC4,339$269K0.0%N/A0.002%
2/18/2026NewEdge Advisors LLC36,347$2.25M0.0%+8.3%0.018%
2/18/2026Empowered Funds LLC4,017$249K0.0%-17.1%0.002%
2/18/2026XTX Topco Ltd21,870$1.36M0.0%+413.3%0.011%
2/18/2026VR Advisory Services Ltd108,747$6.74M1.3%N/A0.053%
2/18/2026Verdad Advisers LP7,009$434K0.2%N/A0.003%
2/18/2026VestGen Advisors LLC16,595$1.03M0.0%-21.4%0.008%
2/18/2026Susquehanna Portfolio Strategies LLC82,700$5.13M0.1%-16.4%0.040%
2/18/2026Susquehanna Fundamental Investments LLC90,346$5.60M0.2%N/A0.044%
2/18/2026Prana Capital Management LP93,171$5.77M0.2%+1.1%0.045%
2/18/2026Private Capital Management LLC419,429$25.99M2.4%+0.2%0.203%
2/18/2026Man Group plc166,585$10.32M0.0%+4,064.6%0.081%
2/18/2026Eminence Capital LP3,812,615$236.27M3.7%+13.5%1.846%
2/18/2026 Evolve Private Wealth LLC5,793$359K0.0%N/A0.003%
2/18/2026Engineers Gate Manager LP40,260$2.50M0.0%N/A0.019%
2/18/2026First Manhattan CO. LLC.193,639$12M0.0%+0.1%0.094%
2/18/2026Capitolis Liquid Global Markets LLC153,000$9.48M0.1%N/A0.074%
2/18/2026Cinctive Capital Management LP10,000$620K0.0%-83.6%0.005%
2/18/2026Balyasny Asset Management L.P.427,365$26.48M0.0%-51.9%0.207%
2/18/2026Bamco Inc. NY596,528$36.97M0.1%+14.8%0.289%
2/17/2026Freestone Grove Partners LP959,288$59.45M0.4%+198.3%0.464%
2/17/2026Guggenheim Capital LLC3,719$230K0.0%N/A0.002%
2/17/2026Caisse de depot et placement du Quebec45,370$2.81M0.0%N/A0.022%
2/17/2026Schonfeld Strategic Advisors LLC78,767$4.88M0.0%-46.3%0.038%
2/17/2026Polar Asset Management Partners Inc.50,787$3.15M0.0%N/A0.025%
2/17/2026AQR Capital Management LLC3,412,301$211.46M0.1%+696.8%1.652%
2/17/2026Lazard Asset Management LLC3,337$207K0.0%N/A0.002%
2/17/2026Cetera Investment Advisers52,560$3.26M0.0%+17.7%0.025%
2/17/2026Colter Lewis Investment Partners LLC4,532$281K0.3%N/A0.002%
2/17/2026Hilltop Holdings Inc.7,982$495K0.0%+28.5%0.004%
2/17/2026Trexquant Investment LP41,663$2.58M0.0%-86.4%0.020%
2/17/2026Amundi108,844$6.75M0.0%-11.6%0.053%
2/17/2026Jump Financial LLC159,200$9.87M0.1%N/A0.077%
2/17/2026Laurion Capital Management LP14,180$879K0.0%-82.8%0.007%
2/17/2026Price T Rowe Associates Inc. MD134,377$8.33M0.0%+5.8%0.065%
2/17/2026Dean Investment Associates LLC55,962$3.47M0.5%+23.5%0.027%
2/17/2026Public Employees Retirement System of Ohio46,085$2.86M0.0%-3.7%0.022%
2/17/2026American Alpha Advisors LLC17,500$1.08M0.7%N/A0.008%
2/17/2026California State Teachers Retirement System146,671$9.09M0.0%+0.6%0.071%
2/17/2026Evercore Wealth Management LLC11,963$741K0.0%-13.0%0.006%
2/17/2026Russell Investments Group Ltd.500,965$31.05M0.0%+52.3%0.243%
2/17/2026Punch & Associates Investment Management Inc.3,685$228K0.0%-32.9%0.002%
2/17/2026State of Wisconsin Investment Board170,297$10.55M0.0%+40.6%0.082%


JEF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JEF shares?

During the previous two years, 659 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), Allspring Global Investments Holdings LLC ($453.92M), 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.

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 557 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).

How much institutional buying is happening at Jefferies Financial Group?

Institutional investors have bought a total of 40,381,264 shares in the last 24 months. This purchase volume represents approximately $2.38B in transactions.

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

Of the 262 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. ($7.52M), Invesco Ltd. ($4.94M), JPMorgan Chase & Co. ($3.43M), Artemis Investment Management LLP ($1.40M), Alliancebernstein L.P. ($1.03M), Dimensional Fund Advisors LP ($878.26K), and LSV Asset Management ($738.10K).

How much institutional selling is happening at Jefferies Financial Group?

Institutional investors have sold a total of 33,117,899 shares in the last 24 months. This volume of shares sold represents approximately $1.93B in transactions.


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This page (NYSE:JEF) was last updated on 5/5/2026 by MarketBeat.com Staff.
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