Jefferies Financial Group (JEF) Institutional Ownership

$56.97

+0.77 (+1.37%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 60.88%
Number of Institutional Buyers (last 12 months): 209
Total Institutional Inflows (last 12 months): $816.26M

Number of Institutional Sellers (last 12 months): 166
Total Institutional Outflows (last 12 months): $648.13M

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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
7/26/2024	BLB&B Advisors LLC	4,619	$230K	0.0%	-4.2%	0.002%
7/26/2024	Simmons Bank	6,427	$320K	0.0%	-6.9%	0.003%
7/26/2024	Atomi Financial Group Inc.	5,399	$269K	0.0%	+17.9%	0.003%
7/26/2024	State of Michigan Retirement System	40,816	$2.03M	0.0%	-1.9%	0.020%
7/26/2024	Allspring Global Investments Holdings LLC	7,049,815	$350.80M	0.6%	+15.3%	3.431%
7/26/2024	Bank of New York Mellon Corp	2,168,909	$107.93M	0.0%	+1.6%	1.055%
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7/25/2024	Raymond James Trust N.A.	16,800	$836K	0.0%	+1.9%	0.008%
7/25/2024	AMG National Trust Bank	36,626	$1.82M	0.0%	-1.9%	0.018%
7/24/2024	Family Firm Inc.	1,626	$81K	0.0%	N/A	0.001%
7/24/2024	Retirement Systems of Alabama	508,366	$25.30M	0.1%	-0.7%	0.247%
7/24/2024	New York State Teachers Retirement System	229,417	$11.42M	0.0%	-7.0%	0.112%
7/24/2024	Louisiana State Employees Retirement System	48,000	$2.39M	0.0%	-1.6%	0.023%
7/23/2024	Shelton Wealth Management LLC	17,718	$882K	0.5%	+35.5%	0.009%
7/23/2024	Fifth Third Wealth Advisors LLC	6,387	$318K	0.0%	N/A	0.003%
7/22/2024	Fifth Third Bancorp	3,088	$154K	0.0%	+23.5%	0.002%
7/20/2024	Nisa Investment Advisors LLC	76,352	$3.80M	0.0%	-6.6%	0.037%
7/20/2024	Hennion & Walsh Asset Management Inc.	52,025	$2.59M	0.1%	-0.9%	0.025%
7/19/2024	Raymond James & Associates	297,280	$14.79M	0.0%	+4.9%	0.145%
7/19/2024	OFI Invest Asset Management	17,264	$802K	0.0%	N/A	0.008%
7/18/2024	Blue Trust Inc.	2,491	$124K	0.0%	+89.7%	0.001%
7/18/2024	Private Capital Management LLC	812,425	$35.83M	6.5%	-14.0%	0.395%
7/18/2024	Assenagon Asset Management S.A.	67,103	$3.34M	0.0%	N/A	0.033%
7/17/2024	Wedge Capital Management L L P NC	40,598	$2.02M	0.0%	+3.8%	0.020%
7/16/2024	PGGM Investments	73,393	$3.65M	0.1%	+11.4%	0.036%
7/16/2024	Wealth Enhancement Advisory Services LLC	141,963	$7.06M	0.0%	+1,386.7%	0.069%
7/15/2024	Securian Asset Management Inc.	13,529	$673K	0.0%	-2.4%	0.007%
7/15/2024	Artemis Investment Management LLP	1,169,843	$58.21M	0.8%	N/A	0.569%
7/12/2024	SG Americas Securities LLC	58,587	$2.92M	0.0%	+2,392.0%	0.029%
7/12/2024	Kwmg LLC	16,641	$828K	0.1%	-1.9%	0.008%
7/12/2024	QRG Capital Management Inc.	26,336	$1.31M	0.0%	-3.3%	0.013%
7/12/2024	Sanders Morris Harris LLC	4,200	$209K	0.0%	N/A	0.002%
7/10/2024	Redmont Wealth Advisors LLC	19,129	$952K	1.5%	-18.6%	0.009%
7/9/2024	Park Avenue Securities LLC	24,963	$1.24M	0.0%	+1.9%	0.012%
7/9/2024	Bard Financial Services Inc.	21,800	$1.09M	0.1%	-1.1%	0.010%
7/9/2024	Fulton Bank N.A.	14,600	$726K	0.0%	N/A	0.007%
7/8/2024	Boston Common Asset Management LLC	159,553	$7.94M	0.2%	+66.6%	0.075%
7/8/2024	Versant Capital Management Inc	670	$33K	0.0%	+1,993.8%	0.000%
7/2/2024	Massmutual Trust Co. FSB ADV	520	$26K	0.0%	+75.7%	0.000%
6/20/2024	HM Payson & Co.	4,400	$194K	0.0%	-17.4%	0.002%
5/28/2024	Boston Partners	235,066	$10.37M	0.0%	-17.1%	0.111%
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5/24/2024	Cetera Advisors LLC	6,059	$267K	0.0%	N/A	0.003%
5/24/2024	PGGM Investments	65,874	$2.91M	0.0%	+41.8%	0.031%
5/20/2024	Virtu Financial LLC	9,160	$404K	0.0%	N/A	0.004%
5/20/2024	Algebris UK Ltd	52,667	$2.15M	1.0%	N/A	0.025%
5/17/2024	Comerica Bank	90,034	$3.97M	0.0%	+11.0%	0.042%
5/17/2024	Motley Fool Asset Management LLC	13,196	$582K	0.0%	N/A	0.006%
5/16/2024	Redwood Investment Management LLC	156,723	$6.91M	0.7%	+37.0%	0.074%
5/16/2024	California State Teachers Retirement System	171,755	$7.57M	0.0%	-5.6%	0.081%
5/16/2024	Elkhorn Partners Limited Partnership	32,800	$1.45M	0.9%	N/A	0.015%
5/16/2024	Janus Henderson Group PLC	1,000,659	$44.13M	0.0%	-15.1%	0.472%
5/16/2024	Bayesian Capital Management LP	6,661	$294K	0.0%	N/A	0.003%
5/16/2024	Captrust Financial Advisors	1,523,671	$67.19M	0.2%	-4.2%	0.719%
5/16/2024	Zurich Insurance Group Ltd FI	1,058,794	$46.69M	0.4%	+4.5%	0.499%
5/16/2024	Caxton Associates LP	40,331	$1.78M	0.1%	N/A	0.019%
5/16/2024	Robotti Robert	417,229	$18.40M	2.5%	-0.9%	0.197%
5/15/2024	Public Employees Retirement System of Ohio	69,318	$3.06M	0.0%	-8.6%	0.033%
5/15/2024	Public Employees Retirement Association of Colorado	17,153	$756K	0.0%	-5.7%	0.008%
5/15/2024	Price T Rowe Associates Inc. MD	101,079	$4.46M	0.0%	-27.0%	0.048%
5/15/2024	Elkhorn Partners Limited Partnership	32,800	$1.45M	1.1%	N/A	0.015%
5/15/2024	Quadrature Capital Ltd	12,817	$565K	0.0%	-39.6%	0.006%
5/15/2024	Gabelli Funds LLC	147,110	$6.49M	0.0%	-6.1%	0.069%
5/14/2024	Shell Asset Management Co.	10,927	$482K	0.0%	-3.3%	0.005%
5/14/2024	CANADA LIFE ASSURANCE Co	150,582	$6.64M	0.0%	+3.0%	0.071%
5/14/2024	American International Group Inc.	224,530	$9.90M	0.0%	-1.3%	0.106%
5/14/2024	Burgundy Asset Management Ltd.	1,051,969	$46.39M	0.5%	+1.1%	0.496%
5/13/2024	Seven Eight Capital LP	27,541	$1.22M	0.1%	+199.1%	0.013%
5/13/2024	O Shaughnessy Asset Management LLC	30,748	$1.36M	0.0%	-8.7%	0.015%
5/11/2024	Covestor Ltd	608	$27K	0.0%	-50.4%	0.000%
5/11/2024	Edgestream Partners L.P.	30,918	$1.36M	0.1%	-52.3%	0.015%
5/10/2024	Donald Smith & CO. Inc.	2,856,568	$125.98M	2.9%	-12.7%	1.347%
5/10/2024	Ontario Teachers Pension Plan Board	12,448	$549K	0.0%	-11.0%	0.006%
5/10/2024	Acadian Asset Management LLC	2,218	$97K	0.0%	-47.6%	0.001%
5/10/2024	Vanguard Group Inc.	16,033,785	$707.09M	0.0%	-8.3%	7.562%
5/10/2024	Tocqueville Asset Management L.P.	61,730	$2.72M	0.0%	N/A	0.029%
5/9/2024	Maple Capital Management Inc.	6,316	$279K	0.0%	-4.3%	0.003%
5/9/2024	Kingsview Wealth Management LLC	6,279	$277K	0.0%	+16.7%	0.003%
5/9/2024	Beacon Investment Advisory Services Inc.	158,630	$7.00M	0.3%	+5.7%	0.075%
5/9/2024	Private Management Group Inc.	1,275,873	$56.27M	2.1%	-10.0%	0.602%
5/9/2024	State Board of Administration of Florida Retirement System	263,504	$11.62M	0.0%	+5.9%	0.124%
5/8/2024	Motley Fool Asset Management LLC	13,196	$582K	0.0%	N/A	0.006%
5/8/2024	ProShare Advisors LLC	8,271	$365K	0.0%	-6.6%	0.004%
5/8/2024	Avantax Advisory Services Inc.	6,946	$306K	0.0%	-12.4%	0.003%
5/8/2024	US Bancorp DE	35,596	$1.57M	0.0%	-5.6%	0.017%
5/8/2024	Russell Investments Group Ltd.	410,988	$18.13M	0.0%	+4.3%	0.194%
5/8/2024	Qsemble Capital Management LP	27,965	$1.23M	0.3%	N/A	0.013%
5/8/2024	QRG Capital Management Inc.	27,228	$1.20M	0.0%	+5.6%	0.013%
5/8/2024	Williams Jones Wealth Management LLC.	4,700	$207K	0.0%	N/A	0.002%
5/7/2024	Meeder Advisory Services Inc.	4,753	$210K	0.0%	N/A	0.002%
5/7/2024	Sei Investments Co.	376,597	$16.61M	0.0%	+92.2%	0.178%
5/7/2024	Atomi Financial Group Inc.	4,578	$202K	0.0%	N/A	0.002%
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5/7/2024	Susquehanna Fundamental Investments LLC	18,101	$798K	0.0%	N/A	0.009%
5/7/2024	Swiss National Bank	332,400	$14.66M	0.0%	+0.2%	0.157%
5/7/2024	Illinois Municipal Retirement Fund	28,781	$1.27M	0.0%	-58.8%	0.014%
5/7/2024	Algebris UK Ltd	52,667	$2.15M	0.6%	N/A	0.025%
5/7/2024	Oppenheimer & Co. Inc.	293,559	$12.95M	0.2%	-35.6%	0.138%
5/7/2024	Karpas Strategies LLC	113,297	$5.00M	1.6%	-0.4%	0.053%
5/7/2024	SG Americas Securities LLC	2,351	$104K	0.0%	-87.3%	0.001%
5/7/2024	Sciencast Management LP	11,996	$529K	0.3%	N/A	0.006%
5/6/2024	Quantbot Technologies LP	21,934	$967K	0.1%	-61.9%	0.010%
5/6/2024	LSV Asset Management	1,040,600	$45.89M	0.1%	-12.6%	0.491%

(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, 437 institutional investors and hedge funds held shares of Jefferies Financial Group. The most heavily invested institutionals were Vanguard Group Inc. ($707.09M), BlackRock Inc. ($585.52M), TFO Wealth Partners LLC ($353M), Allspring Global Investments Holdings LLC ($350.80M), Scissortail Wealth Management LLC ($244.90M), First Pacific Advisors LP ($239.04M), and First Trust Advisors LP ($194.61M).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 353 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: Allspring Global Investments Holdings LLC ($6.98M), Norges Bank ($2.20M), Ceredex Value Advisors LLC ($1.20M), Artemis Investment Management LLP ($1.17M), Principal Financial Group Inc. ($1.03M), Barclays PLC ($780.62K), and Azora Capital LP ($659.36K).

How much institutional buying is happening at Jefferies Financial Group?: Institutional investors have bought a total of 33,499,035 shares in the last 24 months. This purchase volume represents approximately $1.23B in transactions.
Which Jefferies Financial Group major shareholders have been selling company stock?: Of the 250 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: Vanguard Group Inc. ($4.64M), LSV Asset Management ($2.86M), Burgundy Asset Management Ltd. ($2.76M), First Trust Advisors LP ($1.69M), Assetmark Inc. ($1.09M), Wedge Capital Management L L P NC ($1.01M), and Envestnet Asset Management Inc. ($913.69K).
How much institutional selling is happening at Jefferies Financial Group?: Institutional investors have sold a total of 31,279,858 shares in the last 24 months. This volume of shares sold represents approximately $1.09B in transactions.