Jefferies Financial Group Ownership | Who Owns Jefferies Financial Group?
Jefferies Financial Group Ownership Summary
Jefferies Financial Group is owned by 65.73% institutional investors, 25.91% insiders, and 8.37% retail investors. Blackrock is the largest institutional shareholder, holding 7.29% of JEF shares. Allspring Special Mid Cap Value Inst is the top mutual fund, with 2.87% of its assets in Jefferies Financial Group shares.
JEF Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Jefferies Financial Group | 65.73% | 25.91% | 8.37% |
| Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
| Industry | Capital Markets Stocks | 37.11% | 19.98% | 42.91% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 16.04M | 7.29% | $797.99M |
| Vanguard group | 15.35M | 7.16% | $1.20B |
| Blackrock funding, inc. /de | 15.40M | 7.16% | $842.01M |
| Sumitomo mitsui financial group | 9.25M | 4.30% | $505.72M |
| Citigroup | 7.99M | 3.73% | $626.80M |
| Allspring global investments | 6.17M | 2.88% | $487.18M |
| Alliancebernstein | 5.99M | 2.79% | $469.52M |
| Fmr | 5.38M | 2.51% | $421.88M |
| Invesco | 5.29M | 2.47% | $415.03M |
| State street | 5.12M | 2.33% | $255.00M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Massachusetts mutual life insurance | 4.66M | 20.43% | $364.97M |
| Moerus capital management | 665.85K | 15.54% | $36.42M |
| Goodhaven capital management | 442.29K | 8.40% | $24.19M |
| Sumitomo mitsui financial group | 9.25M | 8.24% | $505.72M |
| Merrion investment management | 207.31K | 7.36% | $11.34M |
| Mraz, amerine & associates | 571.33K | 5.01% | $31.25M |
| Kettle hill capital management | 394.29K | 4.99% | $21.56M |
| Ervin investment management | 35.15K | 4.29% | $6.65M |
| Robotti robert | 341.65K | 3.14% | $18.69M |
| Rock point advisors | 173.42K | 2.68% | $9.48M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Citigroup | 7.99M | 0.37% | 6.39M |
| Alliancebernstein | 5.99M | 0.16% | 3.68M |
| Fmr | 5.38M | 0.03% | 2.09M |
| Eminence capital, lp | 1.46M | 0.96% | 1.46M |
| Jpmorgan chase | 3.94M | 0.02% | 1.44M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Donald smith | - | - | -1.15M |
| Dimensional fund advisors lp | 3.14M | 0.06% | -587.42K |
| Captrust financial advisors | 357.54K | 0.04% | -473.81K |
| Voloridge investment management | 158.55K | 0.03% | -472.95K |
| Millennium management | 132.39K | 0.01% | -442.31K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Eminence capital, lp | 1.46M | 0.96% | 1.46M | $79.96M |
| Holocene advisors, lp | 592.34K | 0.08% | 592.34K | $32.40M |
| Norges bank | 453.06K | 0.00% | 453.06K | $35.52M |
| Kettle hill capital management | 394.29K | 4.99% | 394.29K | $21.56M |
| Burgundy asset management | 299.96K | 0.16% | 299.96K | $16.40M |
Sold Out
| Holder | Change |
|---|---|
| Transamerica financial advisors | -1.00 |
| Activest wealth management | -1.00 |
| Cape investment advisory | -1.00 |
| New millennium group | -2.00 |
| Mendota financial group | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 582 | -4.59% | 141,003,874 | -7.21% | 65 | 1.33% | 253 | -11.23% | 211 | 0.96% |
| Dec 31, 2024 | 418 | -24.28% | 125,146,184 | -6.76% | 58 | 1.49% | 199 | -13.10% | 141 | -27.69% |
| Sep 30, 2024 | 546 | 10.08% | 133,503,585 | -1.71% | 62 | 1.63% | 228 | 2.70% | 193 | 33.10% |
| Jun 30, 2024 | 491 | -0.20% | 135,611,891 | 5.95% | 61 | 1.82% | 219 | 6.83% | 144 | -12.20% |
| Mar 31, 2024 | 492 | 2.07% | 128,001,766 | -0.66% | 58 | 1.90% | 205 | 1.99% | 164 | -7.34% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Allspring Special Mid Cap Value Inst | 5.92M | 2.87% | 215.69K |
| Allspring Mid Value SMA | 5.71M | 2.77% | 5.71M |
| Allspring Special US Mid Cap Value Eq | 5.71M | 2.77% | 395.70K |
| iShares Core S&P Mid-Cap ETF | 5.31M | 2.57% | -9.57K |
| Vanguard US Total Market Shares ETF | 4.59M | 2.22% | -100.47K |
| Vanguard Total Stock Mkt Idx Inv | 4.55M | 2.20% | -110.38K |
| Vanguard Small Cap Index | 3.51M | 1.70% | -21.84K |
| FPA Contrarian Value | 3.39M | 1.64% | -1.31M |
| FPA Crescent | 2.28M | 1.10% | - |
| Vanguard Small Cap Value Index Inv | 2.26M | 1.09% | 6.89K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 14, 2024 | STEINBERG JOSEPH S | Chairman of the Board | Buy | $7.45K |
| Nov 06, 2024 | FRIEDMAN BRIAN P | President | Sell | $25.20M |
| Nov 06, 2024 | FRIEDMAN BRIAN P | President | Sell | $3.19M |
| Nov 06, 2024 | HANDLER RICHARD B | CEO | Sell | $28.90M |
| Oct 31, 2024 | BEYER ROBERT D | - | Sell | $2.96M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | 1 | 6 |
| 2024 Q3 | 1 | - |
| 2024 Q2 | - | 4 |
JEF Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools