Jefferies Financial Group Inc (JEF) Ownership

59.04 ↓0.08 (-0.14%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Jefferies Financial Group Inc (JEF), owning a total of 15.4 million shares. Combined, the top 41 institutional holders of JEF own 71.91% of the company with a total of 149.8 million shares.

In the latest ownership report on June 30th 2025, the top 41 institutional holders decreased their combined ownership of JEF by 28 thousand shares. 6 institutions bought 3,615,848 total additional shares and increased their ownership by an average of 70.64%. However 12 institutions sold 3,643,382 total shares and decreased their ownership by an average of 8.38%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Jefferies Financial Group decreased by a net total of -27,534 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc7.464%-2.761%15,396,126-437,0732025-06-30
Vanguard Group Inc7.249%-2.110%14,952,778-322,3392025-06-30
Sumitomo Mitsui Financial Group Inc4.483%0.000%9,247,08102025-06-30
Allspring Global Investments Holdings, LLC3.389%9.014%6,990,180578,0132025-06-30
AllianceBernstein L.P.3.246%-1.667%6,694,843-113,4972025-06-30
State Street Corp2.345%-5.023%4,837,147-255,8132025-06-30
Massachusetts Mutual Life Insurance Co2.257%0.000%4,655,23102025-06-30
JPMorgan Chase & Co2.181%-12.257%4,498,154-628,3602025-06-30
Dimensional Fund Advisors, Inc.1.422%12.214%2,932,742319,2262025-06-30
Morgan Stanley - Brokerage Accounts1.396%23.125%2,880,295540,9742025-06-30
Geode Capital Management, LLC1.389%-3.395%2,865,752-100,6962025-06-30
First Pacific Advisors, LP1.251%-0.021%2,580,283-5402025-06-30
Fisher Asset Management, LLC1.010%45.239%2,082,840648,7622025-06-30
Barrow Hanley Mewhinney & Strauss LLC0.966%0.959%1,993,22818,9362025-06-30
NORGES BANK0.952%333.276%1,962,9961,509,9372025-06-30
Bank of America Corp0.819%-0.370%1,688,785-6,2652025-06-30
Barclays PLC0.811%-40.252%1,673,724-1,127,6012025-06-30
Bank of New York Mellon Corp0.770%-6.770%1,588,023-115,3232025-06-30
Principal Financial Group Inc0.763%-0.877%1,573,857-13,9222025-06-30
Amvescap Plc.0.757%-25.048%1,561,855-521,9532025-06-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc7.464%-2.761%15,396,126-437,0732025-06-30
Vanguard Group Inc7.249%-2.110%14,952,778-322,3392025-06-30
Sumitomo Mitsui Financial Group Inc4.483%0.000%9,247,08102025-06-30
Citigroup Inc3.876%397.424%7,994,8776,387,6212024-12-31
Allspring Global Investments Holdings, LLC3.389%9.014%6,990,180578,0132025-06-30
AllianceBernstein L.P.3.246%-1.667%6,694,843-113,4972025-06-30
First Trust Advisors L.P.2.453%-9.136%5,675,907-570,6872022-12-31
FMR Inc2.609%63.712%5,381,1492,094,1912024-12-31
State Street Corporation2.594%1.841%5,329,58396,3332024-03-31
State Street Corp2.345%-5.023%4,837,147-255,8132025-06-30
Massachusetts Mutual Life Insurance Co2.257%0.000%4,655,23102025-06-30
JPMorgan Chase & Co2.181%-12.257%4,498,154-628,3602025-06-30
Charles Schwab Investment Management Inc1.778%8.601%4,113,544325,7832022-12-31
Dimensional Fund Advisors, Inc.1.422%12.214%2,932,742319,2262025-06-30
Morgan Stanley - Brokerage Accounts1.396%23.125%2,880,295540,9742025-06-30
Geode Capital Management, LLC1.389%-3.395%2,865,752-100,6962025-06-30
LSV Asset Management1.293%-24.030%2,739,763-866,6152023-09-30
First Pacific Advisors, LP1.251%-0.021%2,580,283-5402025-06-30
Donald Smith & Co Inc1.214%-12.669%2,494,659-361,9092024-06-30
Fisher Asset Management, LLC1.010%45.239%2,082,840648,7622025-06-30
Burgundy Asset Management Ltd0.891%-45.877%2,015,354-1,708,2872022-09-30
Citadel Advisors Llc0.948%-24.027%2,010,655-635,8722023-09-30
Barrow Hanley Mewhinney & Strauss LLC0.966%0.959%1,993,22818,9362025-06-30
NORGES BANK0.952%333.276%1,962,9961,509,9372025-06-30
Marshall Wace Asset Management Ltd0.948%365.864%1,947,1921,529,2182024-06-30
Alyeska Investment Group, L.P.0.855%264.159%1,757,1201,274,6062024-03-31
Arrowstreet Capital Limited Partnership0.834%-16.323%1,720,327-335,5882024-12-31
Beck, Mack & Oliver LLC0.826%-2.513%1,696,418-43,7302024-03-31
Bank of America Corp0.819%-0.370%1,688,785-6,2652025-06-30
Barclays PLC0.811%-40.252%1,673,724-1,127,6012025-06-30
Millennium Management LLC0.791%1,132.690%1,631,9531,499,5632025-03-31
CapTrust Financial Advisors0.750%0.844%1,590,58613,3132023-12-31
Bank of New York Mellon Corp0.770%-6.770%1,588,023-115,3232025-06-30
Northern Trust Corp0.767%17.205%1,582,075232,2372024-12-31
Goldman Sachs Group Inc0.766%28.045%1,579,397345,9272025-03-31
Principal Financial Group Inc0.763%-0.877%1,573,857-13,9222025-06-30
Amvescap Plc.0.757%-25.048%1,561,855-521,9532025-06-30
Nuveen Asset Management, LLC0.743%-6.683%1,531,599-109,6862024-09-30
HHG PLC0.704%18.395%1,481,744230,2132023-06-30
Private Management Group Inc0.679%-0.521%1,438,266-7,5252023-09-30
Miller Howard Investments Inc0.671%-0.406%1,421,887-5,8012023-09-30

Mutual Fund Ownership

Allspring Special Mid Cap Value Inst is the biggest individual fund holder of Jefferies Financial Group Inc (JEF), owning a total of 6.1 million shares. Combined, the top 47 mutual fund holders of JEF own 44.70% of the company with a total of 93.8 million shares.

In the latest ownership report on August 31st 2025, the top 47 fund holders increased their combined ownership of JEF by 110 thousand shares. 1 funds bought 169,515 total additional shares and increased their ownership by an average of 2.86%. However 1 funds sold 60,000 total shares and decreased their ownership by an average of 4.39%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Jefferies Financial Group increased by a net total of 109,515 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Allspring Special Mid Cap Value Inst2.954%2.862%6,092,550169,5152025-08-31
iShares Core S&P Mid-Cap ETF2.571%0.000%5,303,79502025-08-31
Spiltan Globalfond Investmentbolag0.634%-4.389%1,307,000-60,0002025-08-31
Bridge Builder Large Cap Value0.614%0.000%1,265,75102025-08-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Allspring Special Mid Cap Value Inst2.954%2.862%6,092,550169,5152025-08-31
Allspring Mid Value SMA2.767%1,103,840.000%5,707,3505,706,8332025-06-30
Allspring Special US Mid Cap Value Eq2.767%7.450%5,707,350395,7002025-06-30
iShares Core S&P Mid-Cap ETF2.571%0.000%5,303,79502025-08-31
Vanguard Instl Ttl Stck Mkt Idx Tr2.341%0.942%4,925,13845,9422023-03-31
First Trust Rising Dividend Achiev ETF2.025%-0.057%4,609,091-2,6182023-02-28
Vanguard Total Stock Mkt Idx Inv2.204%-2.370%4,546,947-110,3752025-07-31
Vanguard Small Cap Index1.700%-0.619%3,505,912-21,8372025-07-31
Schwab US Dividend Equity ETF™1.359%0.056%3,093,3691,7222023-02-28
Vanguard Extended Market Index Investor1.178%0.397%2,601,86610,2862023-08-31
FPA Crescent1.104%0.000%2,277,24802025-06-30
FPA Contrarian Value1.104%0.000%2,277,24802025-06-30
Vanguard Small Cap Value Index Inv1.095%0.306%2,257,8966,8892025-07-31
HGK Fixed Income Pension Co0.933%0.000%1,925,00002025-03-31
Hudson Edge Fixed Income Pension Co0.933%0.000%1,925,00002025-03-31
Vanguard Institutional Extnd Mkt Idx Tr0.849%-30.304%1,751,898-761,7182025-07-31
Vanguard Equity-Income Inv0.782%-13.314%1,657,595-254,5812023-12-31
JPM US Mid Cap Growth-Composite0.708%10.114%1,460,494134,1462025-06-30
JPMorgan Mid Cap Growth I0.706%-0.316%1,455,877-4,6172025-07-31
Fidelity Global Innovators Cl F0.701%3.371%1,444,86147,1162024-12-31
Donald Smith & Co. Md-Cap Val Eq0.690%-4.490%1,418,778-66,7002024-06-30
Vanguard Selected Value Inv0.690%-4.490%1,418,778-66,7002024-06-30
Invesco S&P MidCap Momentum ETF0.646%0.490%1,331,9206,4962025-08-29
Spiltan Globalfond Investmentbolag0.634%-4.389%1,307,000-60,0002025-08-31
Strategic Advisers® Large Cap0.611%0.341%1,287,5274,3712023-11-30
Bridge Builder Large Cap Value0.614%0.000%1,265,75102025-08-31
SPDR® S&P MIDCAP 400 ETF Trust0.605%-2.441%1,248,149-31,2252025-07-31
Invesco Mid Cap Growth0.595%52.044%1,226,912419,9692024-12-31
Invesco Discovery Mid Cap Growth Y0.595%0.000%1,226,91202025-02-28
Donald Smith & Co. All Eq Accounts Comp0.553%-53.921%1,138,834-1,332,6702024-09-30
Artemis US Smaller Companies I Acc GBP0.541%29.802%1,115,096256,0212025-07-31
iShares S&P Mid-Cap 400 Growth ETF0.518%0.000%1,088,98002023-11-30
Strategic Advisers Large Cap0.512%-17.491%1,051,885-222,9862024-05-31
Virtus Ceredex Mid-Cap Value Equity I0.482%0.000%1,015,00002023-11-30
Janus Henderson Mid Cap Value L0.457%22.433%1,009,255184,9222023-06-30
DFA US Targeted Value I0.454%0.000%1,002,49602023-05-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.484%0.450%998,2404,4682025-04-30
Ceredex Mid Cap Value Equity0.458%-18.853%970,400-225,4502023-12-31
State St S&P Midcap® Indx SL Cl II0.416%0.000%962,32202023-05-31
WEDGE QVM-Large Cap Value0.401%9.014%937,21777,4922023-03-31
AB Select US Equity S1 USD0.454%5.709%936,90350,6012025-07-31
Fidelity® Extended Market Index0.401%0.056%935,2395242023-02-28
Strategic Advisers U.S. Total Stock0.436%-3.067%898,887-28,4412025-07-31
State St Russell Sm/Mid Cp® Indx SL Cl I0.433%0.000%893,34002025-07-31
iShares S&P Mid-Cap 400 Value ETF0.433%0.000%889,29302024-11-30
Fidelity Extended Market Index0.422%-2.119%870,446-18,8472025-06-30
Strategic Advisers U.S. Total Stock{mg}0.390%-3.108%801,674-25,7162024-09-30

Discussions

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bredjohnson4/5/25 07:01pm

$JEF Shorts are calling in all the favors

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