Jefferies Financial Group (JEF) Institutional Ownership

$47.32
+0.34 (+0.72%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for Jefferies Financial Group (NYSE:JEF)

Current
Institutional Ownership
Percentage
60.88%
Number of
Institutional Buyers
(last 12 months)
206
Total
Institutional Inflows
(last 12 months)
$708.90M
Number of
Institutional Sellers
(last 12 months)
162
Total
Institutional Outflows
(last 12 months)
$671.89M
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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
5/17/2024 Comerica Bank90,034$3.97M0.0%+11.0%0.042%
5/17/2024 Motley Fool Asset Management LLC13,196$582K0.0%N/A0.006%
5/16/2024 Redwood Investment Management LLC156,723$6.91M0.7%+37.0%0.074%
5/16/2024 California State Teachers Retirement System171,755$7.57M0.0%-5.6%0.081%
5/16/2024 Elkhorn Partners Limited Partnership32,800$1.45M0.9%N/A0.015%
5/16/2024 Janus Henderson Group PLC1,000,659$44.13M0.0%-15.1%0.472%
5/16/2024 Bayesian Capital Management LP6,661$294K0.0%N/A0.003%
5/16/2024 Captrust Financial Advisors1,523,671$67.19M0.2%-4.2%0.719%
5/16/2024 Zurich Insurance Group Ltd FI1,058,794$46.69M0.4%+4.5%0.499%
5/16/2024 Caxton Associates LP40,331$1.78M0.1%N/A0.019%
5/16/2024 Robotti Robert417,229$18.40M2.5%-0.9%0.197%
5/15/2024 Public Employees Retirement System of Ohio69,318$3.06M0.0%-8.6%0.033%
5/15/2024 Public Employees Retirement Association of Colorado17,153$756K0.0%-5.7%0.008%
5/15/2024 Price T Rowe Associates Inc. MD101,079$4.46M0.0%-27.0%0.048%
5/15/2024 Elkhorn Partners Limited Partnership32,800$1.45M1.1%N/A0.015%
5/15/2024 Quadrature Capital Ltd12,817$565K0.0%-39.6%0.006%
5/15/2024 Gabelli Funds LLC147,110$6.49M0.0%-6.1%0.069%
5/14/2024 Shell Asset Management Co.10,927$482K0.0%-3.3%0.005%
5/14/2024 CANADA LIFE ASSURANCE Co150,582$6.64M0.0%+3.0%0.071%
5/14/2024 American International Group Inc.224,530$9.90M0.0%-1.3%0.106%
5/14/2024 Burgundy Asset Management Ltd.1,051,969$46.39M0.5%+1.1%0.496%
5/13/2024 Seven Eight Capital LP27,541$1.22M0.1%+199.1%0.013%
5/13/2024 O Shaughnessy Asset Management LLC30,748$1.36M0.0%-8.7%0.015%
5/11/2024 Covestor Ltd608$27K0.0%-50.4%0.000%
5/11/2024 Edgestream Partners L.P.30,918$1.36M0.1%-52.3%0.015%
5/10/2024 Donald Smith & CO. Inc.2,856,568$125.98M2.9%-12.7%1.347%
5/10/2024 Ontario Teachers Pension Plan Board12,448$549K0.0%-11.0%0.006%
5/10/2024 Acadian Asset Management LLC2,218$97K0.0%-47.6%0.001%
5/10/2024 Vanguard Group Inc.16,033,785$707.09M0.0%-8.3%7.562%
5/10/2024 Tocqueville Asset Management L.P.61,730$2.72M0.0%N/A0.029%
5/9/2024 Maple Capital Management Inc.6,316$279K0.0%-4.3%0.003%
5/9/2024 Kingsview Wealth Management LLC6,279$277K0.0%+16.7%0.003%
5/9/2024 Beacon Investment Advisory Services Inc.158,630$7.00M0.3%+5.7%0.075%
5/9/2024 Private Management Group Inc.1,275,873$56.27M2.1%-10.0%0.602%
5/9/2024 State Board of Administration of Florida Retirement System263,504$11.62M0.0%+5.9%0.124%
5/8/2024 Motley Fool Asset Management LLC13,196$582K0.0%N/A0.006%
5/8/2024 ProShare Advisors LLC8,271$365K0.0%-6.6%0.004%
5/8/2024 Avantax Advisory Services Inc.6,946$306K0.0%-12.4%0.003%
5/8/2024 US Bancorp DE35,596$1.57M0.0%-5.6%0.017%
5/8/2024 Russell Investments Group Ltd.410,988$18.13M0.0%+4.3%0.194%
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5/8/2024 Qsemble Capital Management LP27,965$1.23M0.3%N/A0.013%
5/8/2024 QRG Capital Management Inc.27,228$1.20M0.0%+5.6%0.013%
5/8/2024 Williams Jones Wealth Management LLC.4,700$207K0.0%N/A0.002%
5/7/2024 Meeder Advisory Services Inc.4,753$210K0.0%N/A0.002%
5/7/2024 Sei Investments Co.376,597$16.61M0.0%+92.2%0.178%
5/7/2024 Atomi Financial Group Inc.4,578$202K0.0%N/A0.002%
5/7/2024Susquehanna Fundamental Investments LLC18,101$798K0.0%N/A0.009%
5/7/2024 Swiss National Bank332,400$14.66M0.0%+0.2%0.157%
5/7/2024 Illinois Municipal Retirement Fund28,781$1.27M0.0%-58.8%0.014%
5/7/2024 Algebris UK Ltd52,667$2.15M0.6%N/A0.025%
5/7/2024 Oppenheimer & Co. Inc.293,559$12.95M0.2%-35.6%0.138%
5/7/2024 Karpas Strategies LLC113,297$5.00M1.6%-0.4%0.053%
5/7/2024 SG Americas Securities LLC2,351$104K0.0%-87.3%0.001%
5/7/2024 Sciencast Management LP11,996$529K0.3%N/A0.006%
5/6/2024 Quantbot Technologies LP21,934$967K0.1%-61.9%0.010%
5/6/2024 LSV Asset Management1,040,600$45.89M0.1%-12.6%0.491%
5/6/2024 Bard Financial Services Inc.22,050$972K0.1%-13.3%0.010%
5/6/2024 ACR Alpine Capital Research LLC237,381$10.47M0.3%+2.4%0.112%
5/6/2024 Texas Permanent School Fund Corp148,388$6.54M0.1%+2.0%0.070%
5/4/2024 Geneos Wealth Management Inc.1,260$56K0.0%-22.7%0.001%
5/3/2024 Pacifica Capital Investments LLC25,600$1.13M0.3%-73.8%0.012%
5/3/2024 GSA Capital Partners LLP21,712$957K0.1%+147.2%0.010%
5/2/2024 Mutual of America Capital Management LLC101,023$4.46M0.0%-3.2%0.048%
5/2/2024 Hosking Partners LLP784,140$34.58M1.3%-0.3%0.370%
5/2/2024 First 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%
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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%
4/11/2024 Private 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%
3/25/2024 Quadrature Capital Ltd21,218$857K0.0%+249.0%0.010%
3/22/2024 PNC Financial Services Group Inc.78,222$3.16M0.0%+1.4%0.037%
(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, 427 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 ($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 344 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. ($1.03M), Barclays PLC ($780.62K), Azora Capital LP ($659.36K), and Two Sigma Investments LP ($647.07K).

How much institutional buying is happening at Jefferies Financial Group?

Institutional investors have bought a total of 31,116,749 shares in the last 24 months. This purchase volume represents approximately $1.11B in transactions.

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

Of the 249 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 31,613,211 shares in the last 24 months. This volume of shares sold represents approximately $1.10B in transactions.


This page (NYSE:JEF) was last updated on 5/19/2024 by MarketBeat.com Staff

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