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Jefferies Financial Group (JEF) Institutional Ownership

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+0.95 (+2.16%)
(As of 05/3/2024 ET)
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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)
210
Total
Institutional Inflows
(last 12 months)
$780.53M
Number of
Institutional Sellers
(last 12 months)
164
Total
Institutional Outflows
(last 12 months)
$617.01M
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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
5/4/2024Geneos Wealth Management Inc.1,260$56K0.0%-22.7%0.001%
5/3/2024Pacifica Capital Investments LLC25,600$1.13M0.3%-73.8%0.012%
5/3/2024GSA Capital Partners LLP21,712$957K0.1%+147.2%0.010%
5/2/2024Mutual of America Capital Management LLC101,023$4.46M0.0%-3.2%0.048%
5/2/2024Hosking Partners LLP784,140$34.58M1.3%-0.3%0.370%
5/2/2024First Pacific Advisors LP5,420,370$239.04M3.4%-0.1%2.556%
5/1/2024 Retirement Group LLC133,962$5.91M2.1%+0.3%0.063%
5/1/2024 Sequoia Financial Advisors LLC7,326$323K0.0%-10.6%0.003%
4/30/2024 Hartline Investment Corp9,375$413K0.1%N/A0.004%
4/30/2024 Retirement Systems of Alabama511,907$22.58M0.1%+2.7%0.241%
4/29/2024Commonwealth Equity Services LLC41,898$1.85M0.0%+23.6%0.020%
4/29/2024 Principal Financial Group Inc.1,707,433$75.30M0.0%+13.2%0.805%
4/26/2024 Pinnacle Associates Ltd.8,823$389K0.0%-13.6%0.004%
4/26/2024 Securian Asset Management Inc.13,863$611K0.0%-2.4%0.007%
4/26/2024 BLB&B Advisors LLC4,819$213K0.0%N/A0.002%
4/26/2024 UMB Bank n.a.7,640$337K0.0%+5.0%0.004%
4/26/2024 Yousif Capital Management LLC80,955$3.57M0.0%-1.8%0.038%
4/25/2024 New York State Teachers Retirement System246,645$10.88M0.0%-3.3%0.116%
4/25/2024 Equitable Trust Co.20,630$910K0.1%-9.5%0.010%
4/24/2024 HMS Capital Management LLC10,038$443K0.2%+3.7%0.005%
4/23/2024 Bfsg LLC11,811$521K0.1%-9.3%0.006%
4/23/2024 Louisiana State Employees Retirement System48,800$2.15M0.0%+3.2%0.023%
4/23/2024 Amalgamated Bank100,859$4.45M0.0%-7.7%0.048%
4/22/2024 Intrinsic Value Partners LLC31,638$1.40M1.5%-2.5%0.015%
4/22/2024 PFG Investments LLC6,035$266K0.0%N/A0.003%
4/22/2024 Raymond James & Associates283,479$12.50M0.0%+21.1%0.134%
4/19/2024 Handelsinvest Investeringsforvaltning7,080$312K0.1%-34.2%0.003%
4/18/2024 MBM Wealth Consultants LLC26,018$1.15M0.4%+3.6%0.012%
4/18/2024 State of Michigan Retirement System41,616$1.84M0.0%+3.0%0.020%
4/18/2024 Allspring Global Investments Holdings LLC6,113,391$269.60M0.4%+88.9%2.883%
4/18/2024 Oak Thistle LLC8,744$386K0.3%N/A0.004%
4/17/2024Baker Ellis Asset Management LLC6,000$265K0.0%-14.3%0.003%
4/17/2024 Hennion & Walsh Asset Management Inc.52,493$2.32M0.1%-16.5%0.025%
4/16/2024 Ervin Investment Management LLC96,612$4.26M3.0%-1.2%0.046%
4/12/2024 Miller Howard Investments Inc. NY1,383,123$61.00M2.0%-1.3%0.652%
4/11/2024Private Capital Management LLC944,925$38.18M7.7%+0.4%0.446%
4/10/2024 Park Avenue Securities LLC24,495$1.08M0.0%N/A0.012%
4/5/2024 NBC Securities Inc.3,490$153K0.0%-11.8%0.002%
4/5/2024 CWM LLC2,139$94K0.0%+105.7%0.001%
3/25/2024Quadrature Capital Ltd21,218$857K0.0%+249.0%0.010%
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3/22/2024PNC Financial Services Group Inc.78,222$3.16M0.0%+1.4%0.037%
3/11/2024Vanguard Group Inc.17,489,993$706.77M0.0%-4.5%8.251%
3/5/2024Fisher Asset Management LLC330,059$13.34M0.0%-4.1%0.156%
3/1/2024Goldman Sachs Group Inc.662,459$26.77M0.0%-9.6%0.313%
2/28/2024American International Group Inc.227,497$9.19M0.0%-8.7%0.107%
2/26/2024Teachers Retirement System of The State of Kentucky61,705$2.49M0.0%-4.3%0.029%
2/14/2024Redwood Investment Management LLC114,400$4.62M0.4%N/A0.054%
2/14/2024Azora Capital LP134,107$5.42M0.5%N/A0.063%
2/14/2024Intrepid Capital Management Inc.104,542$4.23M2.9%-3.4%0.049%
2/14/2024Wittenberg Investment Management Inc.55,165$2.23M0.8%-4.9%0.026%
2/13/2024American International Group Inc.227,497$9.19M0.1%-8.7%0.107%
2/13/2024Gabelli Funds LLC156,610$6.33M0.0%-0.6%0.074%
2/13/2024Oppenheimer & Co. Inc.455,962$18.43M0.3%-2.6%0.215%
2/13/2024Burgundy Asset Management Ltd.1,040,504$42.05M0.5%+3.8%0.491%
2/13/2024CIBC Private Wealth Group LLC59,046$2.39M0.0%+0.8%0.028%
2/13/2024Poehling Capital Management INC.122,396$4.95M1.5%-0.4%0.058%
2/13/2024KBC Group NV106,130$4.29M0.0%+2.8%0.050%
2/13/2024Campbell & CO Investment Adviser LLC53,585$2.17M0.2%N/A0.025%
2/13/2024California State Teachers Retirement System181,906$7.35M0.0%-4.6%0.086%
2/13/2024GoodHaven Capital Management LLC449,558$18.17M7.9%-0.7%0.212%
2/12/2024First Wilshire Securities Management Inc.144,088$5.82M1.9%-3.5%0.068%
2/12/2024First Pacific Advisors LP5,423,750$219.17M3.3%-0.1%2.559%
2/12/2024 Capstone Investment Advisors LLC5,163$209K0.0%N/A0.002%
2/12/2024TFO Wealth Partners LLC8,736$353M0.1%+62,300.0%0.004%
2/12/2024Treasurer of the State of North Carolina80,337$3.25M0.0%-6.9%0.038%
2/12/2024Allianz Asset Management GmbH33,876$1.37M0.0%-56.7%0.016%
2/12/2024United Services Automobile Association12,955$524K0.0%+11.9%0.006%
2/12/20241492 Capital Management LLC94,382$3.81M2.2%+54.4%0.045%
2/12/2024Parallel Advisors LLC1,341$54K0.0%-22.8%0.001%
2/12/2024Hsbc Holdings PLC24,905$1.01M0.0%N/A0.012%
2/9/2024Intech Investment Management LLC15,320$619K0.0%-51.0%0.007%
2/9/2024Johnson Financial Group Inc.14,417$583K0.0%-7.0%0.007%
2/9/2024Oxford Asset Management LLP7,872$318K0.6%N/A0.004%
2/9/2024US Bancorp DE37,719$1.52M0.0%+24.0%0.018%
2/9/2024Pacifica Capital Investments LLC97,789$3.95M1.2%-47.5%0.046%
2/9/2024Ontario Teachers Pension Plan Board13,981$565K0.0%N/A0.007%
2/9/2024King Luther Capital Management Corp15,238$616K0.0%-2.7%0.007%
2/9/2024Franklin Resources Inc.171,904$6.95M0.0%+138.7%0.081%
2/9/2024Bard Financial Services Inc.25,425$1.03M0.1%-29.2%0.012%
2/9/2024Quest Partners LLC44,193$1.79M0.4%N/A0.021%
2/9/2024Corient Private Wealth LLC102,662$4.15M0.0%+0.4%0.048%
2/9/2024Wells Fargo & Company MN262,379$10.60M0.0%+49.4%0.124%
2/9/2024Coldstream Capital Management Inc.9,384$379K0.0%+29.6%0.004%
2/9/2024PNC Financial Services Group Inc.78,222$3.16M0.0%+1.4%0.037%
2/9/2024Norges Bank2,198,754$88.85M0.0%N/A1.037%
2/8/2024 Robeco Institutional Asset Management B.V.293,957$11.88M0.1%-23.2%0.139%
2/8/2024 Securian Asset Management Inc.14,206$574K0.0%-5.1%0.007%
2/8/2024Kingsview Wealth Management LLC5,382$218K0.0%-95.8%0.003%
2/8/2024Panagora Asset Management Inc.5,312$215K0.0%-88.6%0.003%
2/8/2024Quadrant Capital Group LLC2,709$109K0.0%-15.9%0.001%
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2/8/2024Rock Point Advisors LLC353,377$14.28M4.3%+0.4%0.167%
2/8/2024Wade G W & Inc.10,876$440K0.0%N/A0.005%
2/8/2024Vanguard Personalized Indexing Management LLC22,345$903K0.0%-12.2%0.011%
2/7/2024Avantax Advisory Services Inc.7,925$320K0.0%-5.2%0.004%
2/7/2024Boston Partners283,712$11.47M0.0%+57.9%0.134%
2/7/2024 Principal Financial Group Inc.1,507,771$60.93M0.0%+19.2%0.711%
2/7/2024Dimensional Fund Advisors LP4,405,866$178.05M0.1%+1.2%2.079%
2/7/2024Jump Financial LLC40,534$1.64M0.1%N/A0.019%
2/7/2024Teacher Retirement System of Texas49,614$2.01M0.0%+20.5%0.023%
2/7/2024Karpas Strategies LLC113,775$4.60M1.5%-2.9%0.054%
(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, 431 institutional investors and hedge funds held shares of Jefferies Financial Group. The most heavily invested institutionals were Vanguard Group Inc. ($706.77M), BlackRock Inc. ($585.52M), TFO Wealth Partners LLC ($353M), Allspring Global Investments Holdings LLC ($269.60M), 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 348 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 ($6.04M), Norges Bank ($2.20M), Ceredex Value Advisors LLC ($1.20M), Principal Financial Group Inc. ($1.05M), Donald Smith & CO. 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 32,903,331 shares in the last 24 months. This purchase volume represents approximately $1.16B in transactions.

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

Of the 256 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. ($3.18M), Burgundy Asset Management Ltd. ($2.76M), LSV Asset Management ($2.71M), First Trust Advisors LP ($1.69M), Ceredex Value Advisors LLC ($1.12M), Assetmark Inc. ($1.09M), and Wedge Capital Management L L P NC ($1.01M).

How much institutional selling is happening at Jefferies Financial Group?

Institutional investors have sold a total of 29,953,022 shares in the last 24 months. This volume of shares sold represents approximately $1.01B in transactions.


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This page (NYSE:JEF) was last updated on 5/5/2024 by MarketBeat.com Staff

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