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S&P 500   3,970.99
DOW   32,237.53
QQQ   310.89
Ruling halts oil exports from Iraq's Kurdish area via Turkey
My No. 1 dividend stock for a LIFETIME of income. (Ad)
Venezuela: 21 officials, businessmen arrested in oil scheme
Finnish leadership condemns attack on veteran lawmaker
My No. 1 dividend stock for a LIFETIME of income. (Ad)
Challenger wins close race to lead United Auto Workers union
Canada pledges Great Lakes funding after Trudeau-Biden talks
Forbes mag says this strategy "like finding money in the street" (Ad)pixel
Travel disruption hits Germany on eve of transport strike
Technical issues at Lufthansa cause delays in Frankfurt
S&P 500   3,970.99
DOW   32,237.53
QQQ   310.89
Ruling halts oil exports from Iraq's Kurdish area via Turkey
My No. 1 dividend stock for a LIFETIME of income. (Ad)
Venezuela: 21 officials, businessmen arrested in oil scheme
Finnish leadership condemns attack on veteran lawmaker
My No. 1 dividend stock for a LIFETIME of income. (Ad)
Challenger wins close race to lead United Auto Workers union
Canada pledges Great Lakes funding after Trudeau-Biden talks
Forbes mag says this strategy "like finding money in the street" (Ad)pixel
Travel disruption hits Germany on eve of transport strike
Technical issues at Lufthansa cause delays in Frankfurt
S&P 500   3,970.99
DOW   32,237.53
QQQ   310.89
Ruling halts oil exports from Iraq's Kurdish area via Turkey
My No. 1 dividend stock for a LIFETIME of income. (Ad)
Venezuela: 21 officials, businessmen arrested in oil scheme
Finnish leadership condemns attack on veteran lawmaker
My No. 1 dividend stock for a LIFETIME of income. (Ad)
Challenger wins close race to lead United Auto Workers union
Canada pledges Great Lakes funding after Trudeau-Biden talks
Forbes mag says this strategy "like finding money in the street" (Ad)pixel
Travel disruption hits Germany on eve of transport strike
Technical issues at Lufthansa cause delays in Frankfurt
NYSE:JEF

Jefferies Financial Group - JEF Institutional Ownership

$29.42
-0.46 (-1.54%)
(As of 03/24/2023 12:00 AM ET)
Add
Compare
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 Changes (13F Filings) for Jefferies Financial Group (NYSE:JEF)

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
Skip Chart & View Institutional Buying and Selling Data

JEF Institutional Buying and Selling by Quarter

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Jefferies Financial Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/15/2023B. Riley Wealth Advisors Inc.11,568$0.40M0.0%+6.5%0.005%
3/6/2023OLD Mission Capital LLC807$28K0.0%N/A0.000%
3/3/2023Robotti Robert432,698$14.83M2.2%-0.5%0.190%
2/28/2023Voya Investment Management LLC164,901$5.65M0.0%-21.4%0.072%
2/21/2023Macquarie Group Ltd.77,400$2.65M0.0%+21.5%0.034%
2/21/2023Northwestern Mutual Wealth Management Co.5,960$0.20M0.0%+28.6%0.003%
2/21/2023B. Riley Wealth Advisors Inc.11,568$0.40M0.0%+6.5%0.005%
2/21/2023Northwestern Mutual Investment Management Company LLC16,953$0.58M0.0%-36.9%0.007%
2/17/2023Truist Financial Corp86,812$2.98M0.0%+15.7%0.038%
2/17/2023Compass Wealth Management LLC3,025$0.10M0.0%N/A0.001%
2/16/2023DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main21,846$0.75M0.0%N/A0.010%
2/16/2023Alliancebernstein L.P.2,687,855$92.14M0.0%+27.5%1.188%
2/16/2023Altshuler Shaham Ltd3,079$0.11M0.0%-24.2%0.001%
2/16/2023First Wilshire Securities Management Inc.690,069$23.66M8.3%-1.2%0.305%
2/15/2023Retirement Group LLC106,122$3.64M1.8%+27.8%0.047%
2/15/2023Public Employees Retirement System of Ohio112,773$3.87M0.0%-2.9%0.050%
2/15/2023CI Private Wealth LLC92,399$3.17M0.0%N/A0.041%
2/15/2023MetLife Investment Management LLC118,847$4.07M0.0%-3.3%0.052%
2/15/2023Atlas Capital Advisors LLC9,704$0.33M0.1%N/A0.004%
2/15/2023MBM Wealth Consultants LLC15,312$0.52M0.2%N/A0.007%
2/15/2023Utah Retirement Systems35,584$1.22M0.0%-2.2%0.016%
2/15/2023Captrust Financial Advisors2,390,933$81.96M0.4%+2.2%1.057%
2/15/2023Kiwi Wealth Investments Limited Partnership94,543$3.24M0.2%-9.5%0.042%
2/15/2023Epacria Capital Partners LLC147,462$5.06M4.0%N/A0.065%
2/15/2023PFS Investments Inc.100,101$3.43M0.1%+11.9%0.044%
2/15/2023State of Wisconsin Investment Board196,283$6.73M0.0%-5.9%0.087%
2/15/2023Susquehanna Fundamental Investments LLC133,377$4.57M0.1%-24.0%0.059%
2/15/2023Schonfeld Strategic Advisors LLC124,952$4.28M0.0%-42.3%0.055%
2/15/2023Squarepoint Ops LLC14,541$0.50M0.0%-70.3%0.006%
2/15/2023Stonebridge Capital Advisors LLC3,000$0.10M0.0%N/A0.001%
2/15/2023Legal & General Group Plc479,838$16.45M0.0%-1.1%0.212%
2/15/2023Mackenzie Financial Corp307,521$10.54M0.0%-1.4%0.136%
2/15/2023Millennium Management LLC199,314$6.83M0.0%-68.6%0.088%
2/15/2023Morgan Stanley1,327,326$45.50M0.0%+26.3%0.587%
2/15/2023Man Group plc194,177$6.66M0.0%+58.7%0.086%
2/15/2023Norges Bank1,991,310$68.26M0.0%N/A0.880%
2/15/2023Evergreen Capital Management LLC7,456$0.26M0.0%N/A0.003%
2/15/2023First Manhattan Co.401,468$13.76M0.1%-1.1%0.178%
2/15/2023Algert Global LLC45,994$1.58M0.1%-56.6%0.020%
2/15/2023AQR Capital Management LLC1,234,525$41.89M0.1%-11.9%0.546%
2/15/2023Ancora Advisors LLC15,100$0.52M0.0%+65.9%0.007%
2/15/2023Barrow Hanley Mewhinney & Strauss LLC2,458,676$84.28M0.3%-11.4%1.087%
2/15/2023Boothbay Fund Management LLC171,129$5.87M0.1%N/A0.076%
2/15/2023Jefferies Financial Group Inc.12,173$0.42M0.0%N/A0.005%
2/14/2023Advisor Partners II LLC21,196$0.73M0.0%-1.8%0.009%
2/14/2023DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main21,846$0.75M0.0%N/A0.010%
2/14/2023Price T Rowe Associates Inc. MD123,506$4.23M0.0%+30.6%0.055%
2/14/2023Verition Fund Management LLC7,611$0.26M0.0%-96.4%0.003%
2/14/2023Cetera Investment Advisers33,047$1.13M0.0%+158.1%0.015%
2/14/2023Amundi3,052$0.12M0.0%+5,658.5%0.001%
2/14/2023Two Sigma Advisers LP552,900$18.95M0.1%-0.1%0.244%
2/14/2023Beck Mack & Oliver LLC1,924,667$65.98M1.9%-1.6%0.851%
2/14/2023Two Sigma Investments LP429,223$14.71M0.0%-46.2%0.190%
2/14/2023Arrowstreet Capital Limited Partnership1,669,271$57.22M0.1%+6.9%0.738%
2/14/2023Engineers Gate Manager LP11,691$0.40M0.0%N/A0.005%
2/14/2023Quantinno Capital Management LP19,717$0.68M0.1%+26.3%0.009%
2/13/2023Pathstone Family Office LLC18,427$0.63M0.0%-2.2%0.008%
2/13/2023First Republic Investment Management Inc.31,571$1.08M0.0%+21.3%0.014%
2/13/2023Charles Schwab Investment Management Inc.4,113,544$141.01M0.0%+8.6%1.819%
2/13/2023Deutsche Bank AG137,363$4.71M0.0%-0.4%0.061%
2/13/2023Gabelli Funds LLC161,110$5.52M0.0%-7.8%0.071%
2/13/2023Baird Financial Group Inc.42,640$1.46M0.0%-18.1%0.019%
2/13/2023Kingsview Wealth Management LLC104,751$3.59M0.2%+17.1%0.046%
2/13/2023BOKF NA128,276$4.40M0.1%+0.3%0.057%
2/13/2023CIBC Asset Management Inc7,144$0.25M0.0%-33.5%0.003%
2/13/2023Shelton Capital Management9,522$0.33M0.0%-5.4%0.004%
2/13/2023AXS Investments LLC3,130$0.11M0.0%N/A0.001%
2/13/2023Wells Fargo & Company MN143,172$4.91M0.0%+25.0%0.063%
2/13/2023Barclays PLC98,022$3.36M0.0%-14.3%0.043%
2/13/2023Renaissance Technologies LLC228,089$7.82M0.0%-34.0%0.101%
2/13/2023Edgestream Partners L.P.81,471$2.79M0.3%-30.1%0.036%
2/13/2023The Manufacturers Life Insurance Company 149,245$5.12M0.0%-1.8%0.066%
2/13/2023Credit Suisse AG175,304$6.01M0.0%-6.5%0.078%
2/13/2023Eubel Brady & Suttman Asset Management Inc.430,778$14.77M2.4%+0.2%0.190%
2/13/2023Geode Capital Management LLC2,598,936$89.09M0.0%+1.4%1.149%
2/13/2023Hosking Partners LLP835,543$28.64M1.2%+34.8%0.369%
2/13/2023American Century Companies Inc.45,613$1.56M0.0%+1.9%0.020%
2/13/2023Commonwealth of Pennsylvania Public School Empls Retrmt SYS82,411$2.83M0.0%+11.8%0.036%
2/13/2023Fuller & Thaler Asset Management Inc.256,410$8.79M0.1%-8.7%0.113%
2/13/2023CIBC Private Wealth Group LLC53,582$1.76M0.0%-15.7%0.024%
2/13/2023JPMorgan Chase & Co.1,962,019$67.26M0.0%+3.7%0.868%
2/13/2023Virtus Family Office LLC33,516$1.15M2.6%+12.1%0.015%
2/13/2023Poehling Capital Management INC.122,472$4.20M1.6%-1.1%0.054%
2/13/2023Teacher Retirement System of Texas47,671$1.63M0.0%-1.1%0.021%
2/10/2023Bank of America Corp DE606,552$20.79M0.0%+23.8%0.268%
2/10/2023American International Group Inc.285,487$9.79M0.1%-2.8%0.126%
2/10/2023Wade G W & Inc.9,248$0.32M0.0%+4.6%0.004%
2/10/2023Prescott Group Capital Management L.L.C.10,000$0.34M0.1%N/A0.004%
2/10/2023Amalgamated Bank168,028$5.76M0.1%+22.9%0.074%
2/10/2023Pacifica Capital Investments LLC759,482$26.04M8.4%-1.6%0.336%
2/10/2023Checchi Capital Advisers LLC6,277$0.22M0.0%N/A0.003%
2/10/2023Sei Investments Co.54,931$1.88M0.0%-14.3%0.024%
2/10/2023Elgethun Capital Management77,185$2.63M0.9%-0.6%0.034%
2/10/2023Assetmark Inc.6,546$0.22M0.0%-50.4%0.003%
2/10/2023Aviva PLC88,661$17.70M0.1%-11.5%0.039%
2/10/2023Victory Capital Management Inc.780,803$26.77M0.0%+0.0%0.345%
2/10/2023Rehmann Capital Advisory Group29,986$1.03M0.1%-7.7%0.013%
2/10/2023Franklin Resources Inc.234,037$8.02M0.0%+2,034.4%0.103%
2/10/2023HRT Financial LP139,483$4.78M0.1%-70.5%0.062%
2/10/2023O Shaughnessy Asset Management LLC206,627$7.08M0.1%+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