Jefferies Financial Group Ownership 2024 | Who Owns Jefferies Financial Group Now?


OverviewForecastRevenueFinancialsChart

Institutional Ownership

19.95%

Insider Ownership

21.83%

Retail Ownership

58.23%

Institutional Holders

253.00

Jefferies Financial Group Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.7.29%0.02%16,036,731293,7921.87%797,987,725Jun 30, 2024
VANGUARD GROUP INC7.13%0.01%15,693,507-340,278-2.12%780,908,907Jun 30, 2024
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC3.20%0.57%7,049,815936,42415.32%350,798,786Jun 30, 2024
FIRST PACIFIC ADVISORS, LP2.46%3.64%5,410,210-10,160-0.19%269,212,050Jun 30, 2024
STATE STREET CORP2.33%0.01%5,124,609-204,974-3.85%255,000,544,000Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP1.92%0.06%4,232,28076,3271.84%210,590,950Jun 30, 2024
BARROW HANLEY MEWHINNEY & STRAUSS LLC1.54%0.58%3,396,255389,38512.95%168,997,649Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC1.30%0.01%2,854,33270,8322.54%142,069,726Jun 30, 2024
DONALD SMITH & CO., INC.1.13%3.16%2,494,659-361,909-12.67%124,134,232Jun 30, 2024
ALLIANCEBERNSTEIN L.P.1.12%0.04%2,470,493-780,065-24.00%122,931,732Jun 30, 2024
JPMORGAN CHASE & CO1.06%0.01%2,337,243326,31116.23%116,301,253Jun 30, 2024
NORGES BANK1.05%0.02%2,300,6362,300,636100.00%114,479,647Jun 30, 2024
BANK OF NEW YORK MELLON CORP0.99%0.02%2,168,90934,2951.61%107,924,910Jun 30, 2024
INVESCO LTD.0.91%0.02%2,006,237-244,268-10.85%99,830,353Jun 30, 2024
MARSHALL WACE, LLP0.89%0.13%1,947,1921,529,218365.86%96,892,275Jun 30, 2024
MORGAN STANLEY0.78%0.01%1,705,395-117,019-6.42%84,860,551Jun 30, 2024
PRINCIPAL FINANCIAL GROUP INC0.76%0.05%1,670,584-36,849-2.16%83,130,103,000Jun 30, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP0.75%0.07%1,660,084-230,038-12.17%82,606,000Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC0.75%0.02%1,641,285-42,608-2.53%81,670,342Jun 30, 2024
CAPTRUST FINANCIAL ADVISORS0.71%0.25%1,567,71144,0402.89%78,009,298Jun 30, 2024

Jefferies Financial Group's largest institutional shareholder is BLACKROCK INC., holding 7.29% of the company's total share outstanding, currently valued at $797.99M. The top 10 institutional shareholders own together 29.44% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
MOERUS CAPITAL MANAGEMENT LLC0.49%19.22%1,070,2247,1950.68%53,254,346Jun 30, 2024
GOODHAVEN CAPITAL MANAGEMENT, LLC0.20%8.21%449,558--22,370,006Jun 30, 2024
MERRION INVESTMENT MANAGEMENT CO, LLC0.10%7.33%214,314--10,664,265Jun 30, 2024
MRAZ, AMERINE & ASSOCIATES, INC.0.25%5.68%555,249-4,824-0.86%27,629,198Jun 30, 2024
PRIVATE CAPITAL MANAGEMENT, LLC0.35%4.46%771,125-41,300-5.08%38,371,158Jun 30, 2024
EPACRIA CAPITAL PARTNERS, LLC0.05%3.92%107,481--5,348,255Jun 30, 2024
ROCK POINT ADVISORS, LLC0.12%3.92%262,523-54,215-17.12%13,063,162Jun 30, 2024
FIRST PACIFIC ADVISORS, LP2.46%3.64%5,410,210-10,160-0.19%269,212,050Jun 30, 2024
ERVIN INVESTMENT MANAGEMENT, LLC0.04%3.28%95,149-1,463-1.51%4,734,614Jun 30, 2024
ROBOTTI ROBERT0.19%3.21%411,210-6,019-1.44%20,461,810Jun 30, 2024
DONALD SMITH & CO., INC.1.13%3.16%2,494,659-361,909-12.67%124,134,232Jun 30, 2024
1492 CAPITAL MANAGEMENT LLC0.05%2.81%100,061-536-0.53%4,979,035Jun 30, 2024
INTREPID CAPITAL MANAGEMENT INC0.04%2.56%80,861-11,041-12.01%4,023,644Jun 30, 2024
MILLER HOWARD INVESTMENTS INC /NY0.62%2.25%1,360,614-22,509-1.63%67,704,131Jun 30, 2024
PRIVATE MANAGEMENT GROUP INC0.52%2.20%1,147,855-128,018-10.03%57,117,265Jun 30, 2024
LAFAYETTE INVESTMENTS, INC.0.08%2.07%182,576-2,147-1.16%9,085,004Jun 30, 2024
WATERFRONT WEALTH INC.0.07%2.02%149,772-1,033-0.69%7,452,646Jun 30, 2024
KARPAS STRATEGIES, LLC0.05%1.74%111,775-1,522-1.34%5,561,924Jun 30, 2024
POEHLING CAPITAL MANAGEMENT, INC.0.05%1.64%120,217-2,064-1.69%5,981,998Jun 30, 2024
INTRINSIC VALUE PARTNERS, LLC0.01%1.64%31,538-100-0.32%1,569,331Jun 30, 2024

The largest Jefferies Financial Group shareholder by % of total assets is MOERUS CAPITAL MANAGEMENT LLC. The company owns 1.07M shares of Jefferies Financial Group (JEF), representing 19.22% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK1.05%0.02%2,300,6362,300,636100.00%114,479,647Jun 30, 2024
MARSHALL WACE, LLP0.89%0.13%1,947,1921,529,218365.86%96,892,275Jun 30, 2024
ARTEMIS INVESTMENT MANAGEMENT LLP0.53%0.78%1,169,8431,169,843100.00%58,211,388Jun 30, 2024
AMUNDI0.50%0.02%1,108,8461,108,846100.00%56,606,588Jun 30, 2024
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC3.20%0.57%7,049,815936,42415.32%350,798,786Jun 30, 2024
TWO SIGMA INVESTMENTS, LP0.28%0.07%623,949438,495236.44%31,047,702Jun 30, 2024
MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD.0.19%0.35%425,000425,000100.00%21,148,000Jun 30, 2024
AEGON ASSET MANAGEMENT UK PLC0.21%0.32%456,623398,145680.85%22,722,000Jun 30, 2024
BARROW HANLEY MEWHINNEY & STRAUSS LLC1.54%0.58%3,396,255389,38512.95%168,997,649Jun 30, 2024
JPMORGAN CHASE & CO1.06%0.01%2,337,243326,31116.23%116,301,253Jun 30, 2024
NEUBERGER BERMAN GROUP LLC0.34%0.03%744,274312,60172.42%37,035,074Jun 30, 2024
BLACKROCK INC.7.29%0.02%16,036,731293,7921.87%797,987,725Jun 30, 2024
TREXQUANT INVESTMENT LP0.12%0.19%255,860249,2483769.63%12,731,594Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.10%0.06%215,267215,267100.00%10,711,686Jun 30, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC0.17%0.07%372,022191,550106.14%18,511,815Jun 30, 2024
MAN GROUP PLC0.10%0.03%214,023162,871318.41%10,649,785Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.22%0.01%485,046158,47848.53%24,135,888Jun 30, 2024
ZURICH INSURANCE GROUP LTD/FI0.55%0.52%1,204,176145,38213.73%59,919,798Jun 30, 2024
D. E. SHAW & CO., INC.0.08%0.01%165,555139,882544.86%8,238,017Jun 30, 2024
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC0.06%0.02%141,963132,4141386.68%7,064,078Jun 30, 2024

As of Jun 30 2024, Jefferies Financial Group's largest institutional buyer is NORGES BANK. The company purchased 2.30M stocks of JEF, valued at $114.48M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ALLIANCEBERNSTEIN L.P.1.12%0.04%2,470,493-780,065-24.00%122,931,732Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.31%0.02%689,560-586,511-45.96%34,312,506Jun 30, 2024
CINCTIVE CAPITAL MANAGEMENT LP0.03%0.15%61,354-499,624-89.06%3,052,975Jun 30, 2024
ALYESKA INVESTMENT GROUP, L.P.0.59%0.37%1,301,893-455,227-25.91%64,782,196Jun 30, 2024
JANUS HENDERSON GROUP PLC0.27%0.02%596,251-404,408-40.41%29,669,850Jun 30, 2024
DONALD SMITH & CO., INC.1.13%3.16%2,494,659-361,909-12.67%124,134,232Jun 30, 2024
IAT REINSURANCE CO LTD.----360,872-100.00%-Jun 30, 2024
VANGUARD GROUP INC7.13%0.01%15,693,507-340,278-2.12%780,908,907Jun 30, 2024
INVESCO LTD.0.91%0.02%2,006,237-244,268-10.85%99,830,353Jun 30, 2024
CERITY PARTNERS LLC0.10%0.03%209,701-239,298-53.30%10,434,724Jun 30, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP0.75%0.07%1,660,084-230,038-12.17%82,606,000Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----224,530-100.00%-Jun 30, 2024
BECK MACK & OLIVER LLC0.67%1.52%1,477,766-218,652-12.89%73,533,636Jun 30, 2024
STATE STREET CORP2.33%0.01%5,124,609-204,974-3.85%255,000,544,000Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.0.11%0.02%252,506-142,982-36.15%12,564,699Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP----135,034-100.00%-Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC----128,943-100.00%-Jun 30, 2024
PRIVATE MANAGEMENT GROUP INC0.52%2.20%1,147,855-128,018-10.03%57,117,265Jun 30, 2024
SUSQUEHANNA PORTFOLIO STRATEGIES, LLC0.01%0.04%20,954-126,801-85.82%1,042,671Jun 30, 2024
INTERVAL PARTNERS, LP0.05%0.12%113,471-124,800-52.38%5,646,317Jun 30, 2024

As of Jun 30 2024, Jefferies Financial Group's biggest institutional seller is ALLIANCEBERNSTEIN L.P.. The company sold -0.78M shares of JEF, valued at $122.93M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK1.05%0.02%2,300,6362,300,636100.00%114,479,647Jun 30, 2024
ARTEMIS INVESTMENT MANAGEMENT LLP0.53%0.78%1,169,8431,169,843100.00%58,211,388Jun 30, 2024
AMUNDI0.50%0.02%1,108,8461,108,846100.00%56,606,588Jun 30, 2024
MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD.0.19%0.35%425,000425,000100.00%21,148,000Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.10%0.06%215,267215,267100.00%10,711,686Jun 30, 2024
LEE DANNER & BASS INC0.05%0.45%117,740117,740100.00%5,859,000Jun 30, 2024
ASSENAGON ASSET MANAGEMENT S.A.0.03%0.01%67,10367,103100.00%3,339,045Jun 30, 2024
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND0.02%0.01%35,80035,800100.00%1,781,408Jun 30, 2024
ROCKEFELLER CAPITAL MANAGEMENT L.P.0.01%0.00%26,11426,114100.00%1,299,437Jun 30, 2024
AIGEN INVESTMENT MANAGEMENT, LP0.01%0.23%23,76723,767100.00%1,182,646Jun 30, 2024
SUMMIT FINANCIAL, LLC0.01%0.05%21,55821,558100.00%1,072,726Jun 30, 2024
CONGRESS WEALTH MANAGEMENT LLC / DE /0.01%0.02%20,11220,112100.00%1,000,773Jun 30, 2024
HARBOUR CAPITAL ADVISORS, LLC0.01%0.24%19,97519,975100.00%998,151Jun 30, 2024
STEVENS CAPITAL MANAGEMENT LP0.01%0.30%17,69017,690100.00%880,000Jun 30, 2024
OFI INVEST ASSET MANAGEMENT0.01%0.02%17,26417,264100.00%801,546Jun 30, 2024
MIRABELLA FINANCIAL SERVICES LLP0.01%0.06%16,28216,282100.00%810,193Jun 30, 2024
FULTON BANK, N.A.0.01%0.03%14,60014,600100.00%726,495Jun 30, 2024
CAPITAL FUND MANAGEMENT S.A.0.01%0.00%12,10012,100100.00%602,096Jun 30, 2024
CHOU ASSOCIATES MANAGEMENT INC.0.01%0.39%10,98710,987100.00%546,713Jun 30, 2024
BLACK SWIFT GROUP, LLC0.00%0.11%10,00010,000100.00%497,600Jun 30, 2024
XTX TOPCO LTD0.00%0.04%8,8828,882100.00%441,968Jun 30, 2024
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.0.00%0.00%8,5358,535100.00%424,699Jun 30, 2024
TWO SIGMA SECURITIES, LLC0.00%0.01%8,3758,375100.00%416,740Jun 30, 2024
NVERSES CAPITAL, LLC0.00%0.21%6,9006,900100.00%343,343Jun 30, 2024
FIFTH THIRD WEALTH ADVISORS LLC0.00%0.02%6,3876,387100.00%317,817Jun 30, 2024
VERSOR INVESTMENTS LP0.00%0.06%6,2866,286100.00%312,791Jun 30, 2024
VIDENT ADVISORY, LLC0.00%0.01%5,4565,456100.00%271,509Jun 30, 2024
PENN MUTUAL ASSET MANAGEMENT, LLC0.00%0.55%5,2255,225100.00%259,996Jun 30, 2024
DAYMARK WEALTH PARTNERS, LLC0.00%0.01%4,8754,875100.00%242,575Jun 30, 2024
MACHINA CAPITAL S.A.S.0.00%0.10%4,6324,632100.00%230,488Jun 30, 2024
MONETA GROUP INVESTMENT ADVISORS LLC0.00%0.00%4,5194,519100.00%224,865Jun 30, 2024
PINNACLE FINANCIAL PARTNERS INC0.00%0.00%4,3254,325100.00%215,212Jun 30, 2024
MEIJI YASUDA ASSET MANAGEMENT CO LTD.0.00%0.01%4,2734,273100.00%212,624Jun 30, 2024
PARADIGM FINANCIAL PARTNERS, LLC0.00%0.03%4,2254,225100.00%210,236Jun 30, 2024
SANDERS MORRIS HARRIS LLC0.00%0.03%4,2004,200100.00%208,992Jun 30, 2024
RAFFERTY ASSET MANAGEMENT, LLC0.00%0.00%4,1824,182100.00%208,096Jun 30, 2024
BLANKINSHIP & FOSTER, LLC0.00%0.05%4,1464,146100.00%206,305Jun 30, 2024
DILIGENT INVESTORS, LLC0.00%0.05%4,1004,100100.00%204,016Jun 30, 2024
ESSEX FINANCIAL SERVICES, INC.0.00%0.02%4,0634,063100.00%224,773Jun 30, 2024
RIDGEWOOD INVESTMENTS LLC0.00%0.05%2,2002,200100.00%109,472Jun 30, 2024
FAMILY FIRM, INC.0.00%0.02%1,6261,626100.00%80,910Jun 30, 2024
DAIWA SECURITIES GROUP INC.0.00%0.00%1,6001,600100.00%80,000Jun 30, 2024
ASHTON THOMAS PRIVATE WEALTH, LLC0.00%0.00%960960100.00%47,791Jun 30, 2024
SRS CAPITAL ADVISORS, INC.0.00%0.00%455455100.00%22,641Jun 30, 2024
SMARTLEAF ASSET MANAGEMENT LLC0.00%0.00%416416100.00%20,350Jun 30, 2024
INNEALTA CAPITAL, LLC0.00%0.01%414414100.00%20,600Jun 30, 2024
ELEQUIN SECURITIES, LLC0.00%0.00%302302100.00%15,028Jun 30, 2024
CLEARSTEAD ADVISORS, LLC-0.00%9595100.00%4,728Jun 30, 2024
TRIAD WEALTH PARTNERS, LLC-0.00%6868100.00%3,406Jun 30, 2024
MATHER GROUP, LLC.--5555100.00%2,426Jun 30, 2024
OPAL WEALTH ADVISORS, LLC-0.00%3939100.00%1,941Jun 30, 2024
SACHETTA, LLC-0.00%3535100.00%2,020Jun 30, 2024
TWIN TREE MANAGEMENT, LP--3333100.00%1,642Jun 30, 2024
MACQUARIE GROUP LTD--22100.00%100Jun 30, 2024

Jefferies Financial Group's largest new institutional shareholder by number of shares is NORGES BANK, purchased 2.30M shares, valued at $114.48M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
IAT REINSURANCE CO LTD.----360,872-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----224,530-100.00%-Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP----135,034-100.00%-Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC----128,943-100.00%-Jun 30, 2024
BARCLAYS PLC----100,000-100.00%-Jun 30, 2024
JUMP FINANCIAL, LLC----91,435-100.00%-Jun 30, 2024
CEREDEX VALUE ADVISORS LLC----83,048-100.00%-Jun 30, 2024
D. E. SHAW & CO., INC.----79,900-100.00%-Jun 30, 2024
POINT72 HONG KONG LTD----59,437-100.00%-Jun 30, 2024
ALGEBRIS (UK) LTD----52,667-100.00%-Jun 30, 2024
ELKHORN PARTNERS LIMITED PARTNERSHIP----32,800-100.00%-Jun 30, 2024
POINT72 (DIFC) LTD----31,184-100.00%-Jun 30, 2024
Y-INTERCEPT (HONG KONG) LTD----26,496-100.00%-Jun 30, 2024
PACIFICA CAPITAL INVESTMENTS, LLC----25,600-100.00%-Jun 30, 2024
GSA CAPITAL PARTNERS LLP----21,712-100.00%-Jun 30, 2024
LECAP ASSET MANAGEMENT LTD----16,031-100.00%-Jun 30, 2024
SHAY CAPITAL LLC----15,000-100.00%-Jun 30, 2024
MOTLEY FOOL ASSET MANAGEMENT LLC----13,196-100.00%-Jun 30, 2024
ONTARIO TEACHERS PENSION PLAN BOARD----12,448-100.00%-Jun 30, 2024
SCIENCAST MANAGEMENT LP----11,996-100.00%-Jun 30, 2024
COOKSON PEIRCE & CO INC----11,087-100.00%-Jun 30, 2024
CAMPBELL & CO INVESTMENT ADVISER LLC----10,754-100.00%-Jun 30, 2024
YORKTOWN MANAGEMENT & RESEARCH CO INC----10,700-100.00%-Jun 30, 2024
LINCOLN NATIONAL CORP----9,386-100.00%-Jun 30, 2024
HARTLINE INVESTMENT CORP/----9,375-100.00%-Jun 30, 2024
VIRTU FINANCIAL LLC----9,160-100.00%-Jun 30, 2024
OAK THISTLE LLC----8,744-100.00%-Jun 30, 2024
BOOTHBAY FUND MANAGEMENT, LLC----7,714-100.00%-Jun 30, 2024
PERMANENS CAPITAL L.P.----7,580-100.00%-Jun 30, 2024
PEAK6 INVESTMENTS LLC----7,300-100.00%-Jun 30, 2024
VONTOBEL HOLDING LTD.----6,374-100.00%-Jun 30, 2024
BRIDGEFRONT CAPITAL, LLC----5,964-100.00%-Jun 30, 2024
ATOM INVESTORS LP----5,657-100.00%-Jun 30, 2024
MATHES COMPANY, INC.----4,810-100.00%-Jun 30, 2024
PERENNIAL INVESTMENT ADVISORS, LLC----4,592-100.00%-Jun 30, 2024
POINT72 ASIA (SINGAPORE) PTE. LTD.----4,481-100.00%-Jun 30, 2024
QUARRY LP----1,030-100.00%-Jun 30, 2024
ALTSHULER SHAHAM LTD----775-100.00%-Jun 30, 2024
VIMA LLC----768-100.00%-Jun 30, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC----549-100.00%-Jun 30, 2024
FERNWOOD INVESTMENT MANAGEMENT, LLC----500-100.00%-Jun 30, 2024
BNP PARIBAS ARBITRAGE, SNC----251-100.00%-Jun 30, 2024
HEADLANDS TECHNOLOGIES LLC----227-100.00%-Jun 30, 2024
YHB INVESTMENT ADVISORS, INC.----200-100.00%-Jun 30, 2024
ATLAS CAPITAL ADVISORS LLC----196-100.00%-Jun 30, 2024
ZIONS BANCORPORATION, N.A.----42-100.00%-Jun 30, 2024
TFO-TDC, LLC----14-100.00%-Jun 30, 2024
SANDY SPRING BANK----12-100.00%-Jun 30, 2024
CREEKMUR ASSET MANAGEMENT LLC----6-100.00%-Jun 30, 2024
CAPE INVESTMENT ADVISORY, INC.----1-100.00%-Jun 30, 2024

Jefferies Financial Group's largest sold out institutional shareholder by shares sold is IAT REINSURANCE CO LTD., sold -0.36M shares, valued at -, as of undefined.

Jefferies Financial Group Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
BARRETT OPPORTUNITY FUND, INC.4.00%54,064--Aug 31, 2023
COPLEY FUND INC /NV/1.32%17,979--Nov 30, 2022
BNY MELLON SHORT TERM MUNICIPAL BOND FUND1.32%1,800,000--Mar 31, 2024
AGF Investments Trust1.29%-24,4157,892-24.43%Mar 31, 2024
CALDWELL & ORKIN FUNDS INC1.21%16,500--Jan 31, 2024
VANGUARD VALLEY FORGE FUNDS1.15%600,000--Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS0.96%500,000--Mar 31, 2024
Nuveen Core Equity Alpha Fund0.62%43,648--Mar 31, 2024
SEI Exchange Traded Funds0.57%7,97076710.65%Dec 31, 2023
DELAWARE GROUP EQUITY FUNDS IV0.44%510,000--Mar 28, 2024
SPDR S&P MIDCAP 400 ETF TRUST0.35%1,386,23521,5001.58%Mar 28, 2024
Vanguard Montgomery Funds0.31%74,642--Mar 31, 2024
GoodHaven Funds Trust0.30%242,512--Feb 29, 2024
SCHRODER GLOBAL SERIES TRUST0.30%605-28,934-97.95%Jan 31, 2021
BlackRock Advantage SMID Cap Fund, Inc.0.29%55,820--Mar 28, 2024
BNY Mellon Municipal Bond Funds, Inc.0.28%2,500,0002,500,000-Feb 29, 2024
Miller/Howard High Income Equity Fund0.27%150,000--Jan 31, 2024
CALVERT VARIABLE SERIES INC0.26%496,000--Mar 31, 2024
PIONEER SERIES TRUST X0.25%13,910,00013,910,000-Mar 28, 2024
BNY MELLON MIDCAP INDEX FUND, INC.0.24%104,096-11,112-9.65%Jan 31, 2024
HENNESSY FUNDS TRUST0.24%472,700--Jan 31, 2024
Core Bond Portfolio0.23%1,764,000--Mar 31, 2024
BNY Mellon Opportunistic Municipal Securities Fund0.22%1,000,000--Jan 31, 2024
CALVERT SOCIAL INVESTMENT FUND0.21%9,409,000--Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS0.20%106,321--Mar 31, 2024
Federated Hermes Investment Series Funds, Inc.0.20%2,250,000--Feb 29, 2024
T. Rowe Price Tax-Free Short-Intermediate Fund, Inc.0.19%2,900,000--Feb 29, 2024
CALVERT FUND0.19%11,406,000--Mar 31, 2024
RMB INVESTORS TRUST0.19%100,000--Dec 31, 2023
PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC.0.19%16,570,000--Mar 28, 2024
FundVantage Trust0.18%2,800,000--Mar 28, 2024
BNY MELLON MUNICIPAL FUNDS, INC.0.18%2,665,0002,665,000-Feb 29, 2024
DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS0.16%1,430,0001,430,000-Mar 28, 2024
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.16%361,229--Mar 31, 2024
Guardian Variable Products Trust0.15%2,500,000--Mar 31, 2024
PFM Multi-Manager Series Trust0.14%113,000--Dec 31, 2023
Calvert Management Series0.13%1,378,000--Mar 31, 2024
Federated Hermes ETF Trust0.13%105,000--Jan 31, 2024
BNY MELLON FUNDS TRUST0.13%10,000,000--Aug 31, 2023
Guardian Variable Products Trust0.12%2,000,000--Mar 31, 2024
Collaborative Investment Series Trust0.12%18,681--Mar 31, 2024
Ivy Variable Insurance Portfolios0.12%2,735,0002,735,000-Mar 28, 2024
DEUTSCHE DWS INTERNATIONAL FUND, INC.0.12%324,399--Feb 29, 2024
OSI ETF Trust0.12%20,488--Mar 31, 2022
TARGET PORTFOLIO TRUST0.12%2,460,000--Jan 31, 2024
PROSPECTOR FUNDS, INC.0.11%32,750--Mar 31, 2024
DELAWARE GROUP ADVISER FUNDS0.11%4,600,000--Jan 31, 2024
JOHN HANCOCK INCOME SECURITIES TRUST0.11%365,000--Jan 31, 2024
Federated Hermes Index Trust0.10%23,5222,21810.41%Jan 31, 2024
NUVEEN INVESTMENT TRUST0.10%55,500--Mar 31, 2024
Absolute Shares Trust0.10%37,712--Mar 31, 2024
GABELLI ASSET FUND0.09%31,500--Dec 29, 2023
DELAWARE GROUP INCOME FUNDS0.09%2,765,000--Jan 31, 2024
JOHN HANCOCK SOVEREIGN BOND FUND0.08%24,170,000--Feb 29, 2024
VANGUARD ADMIRAL FUNDS0.08%342,491-21,032-5.79%Feb 29, 2024
BLACKROCK MID-CAP VALUE SERIES, INC.0.08%94,665--Jan 31, 2024
Nuveen S&P 500 BuyWrite Income Fund0.08%53,398--Mar 31, 2024
GUGGENHEIM FUNDS TRUST0.08%43,362,000--Dec 31, 2023
Guggenheim Variable Funds Trust0.07%300,000--Dec 31, 2023
Natixis ETF Trust0.07%15,000-25,000-62.50%Mar 31, 2024
SEI TAX EXEMPT TRUST0.07%3,400,000--Feb 29, 2024
GABELLI EQUITY TRUST INC0.07%87,300-700-0.80%Dec 29, 2023
DELAWARE GROUP INCOME FUNDS0.07%2,160,000--Jan 31, 2024
JOHN HANCOCK INCOME SECURITIES TRUST0.07%225,000--Jan 31, 2024
Ivy Variable Insurance Portfolios0.07%1,554,000-360,000-18.81%Mar 28, 2024
JOHN HANCOCK SOVEREIGN BOND FUND0.07%19,804,000--Feb 29, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 170.06%39,020,000--Jan 31, 2024
JOHN HANCOCK INCOME SECURITIES TRUST0.06%212,000--Jan 31, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS, INC.0.06%610,000--Mar 28, 2024
JOHN HANCOCK INCOME SECURITIES TRUST0.06%205,000--Jan 31, 2024
DEUTSCHE DWS INCOME TRUST0.06%2,070,000--Mar 31, 2024
Nuveen S&P 500 Dynamic Overwrite Fund0.06%1,763--Mar 31, 2024
Fidelity Commonwealth Trust II0.06%398,247--Aug 31, 2023
DEUTSCHE DWS SECURITIES TRUST0.06%2,060,000--Mar 31, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 100.06%12,800--Jan 31, 2024
AEGIS FUNDS0.05%128,854--Dec 31, 2023
JOHN HANCOCK SOVEREIGN BOND FUND0.05%15,718,000--Feb 29, 2024
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST0.05%96,92729,64744.07%Mar 31, 2024
Calvert Responsible Index Series, Inc.0.05%85,459--Mar 31, 2024
AB BOND FUND, INC.0.05%5,380,000--Jan 31, 2024
FINANCIAL INVESTORS TRUST0.05%4,000,000--Jan 31, 2024
DELAWARE VIP TRUST0.05%175,000175,000-Mar 28, 2024
THOMPSON IM FUNDS INC0.05%750,000--Feb 29, 2024
GABELLI EQUITY SERIES FUNDS INC0.05%37,810-300-0.79%Dec 29, 2023
ELFUN INCOME FUND0.05%89,000-30,000-25.21%Mar 31, 2024
ELFUN DIVERSIFIED FUND0.05%36,000-7,000-16.28%Mar 31, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS 120.05%134,300--Jan 31, 2024
AIM FUNDS GROUP (INVESCO FUNDS GROUP)0.04%228,837--Mar 31, 2024
Federated Hermes Managed Pool Series0.04%575,000--Mar 31, 2024
SUNAMERICA SERIES, INC.0.04%67,924--Apr 30, 2021
JOHN HANCOCK BOND TRUST0.04%2,902,000--Feb 29, 2024
STATE FARM ASSOCIATES FUNDS TRUSTS0.04%800,000800,000-May 31, 2021
CENTAUR MUTUAL FUNDS TRUST0.04%6,223--Jan 31, 2024
Federated Hermes Total Return Series, Inc.0.04%5,163,000--Feb 29, 2024
STATE FARM ASSOCIATES FUNDS TRUSTS0.04%770,000770,000-May 31, 2021
OPTIMUM FUND TRUST0.04%1,761,000-210,000-10.65%Mar 28, 2024
JOHN HANCOCK BOND TRUST0.04%2,651,000--Feb 29, 2024
VICTORY PORTFOLIOS0.04%1,200,000--Mar 31, 2024
DEUTSCHE DWS VARIABLE SERIES I0.04%13,652-13,576-49.86%Mar 31, 2024
VIRTUS ASSET TRUST0.04%1,000,000--Mar 28, 2024

Jefferies Financial Group's largest mutual fund holder by % of total assets is "BARRETT OPPORTUNITY FUND, INC.", owning 54.06K shares, compromising 4.00% of its total assets.

Jefferies Financial Group Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 24253-48.26%
31 Mar, 244892.09%
31 Dec, 234798.62%
30 Sep, 234411.85%
30 Jun, 23433-7.68%
31 Mar, 23469-0.85%
31 Dec, 2247310.77%
30 Sep, 22427-0.47%
30 Jun, 22429-10.63%
31 Mar, 22480-5.51%
31 Dec, 215084.10%
30 Sep, 214889.42%
30 Jun, 21446-3.88%
31 Mar, 2146416.29%
31 Dec, 2039911.45%
30 Sep, 20358-3.24%
30 Jun, 20370-5.85%
31 Mar, 20393-4.15%
31 Dec, 194100.24%
30 Sep, 19409-4.66%
30 Jun, 19429-6.13%
31 Mar, 19457-0.44%
31 Dec, 18459-2.34%
30 Sep, 184703.98%
30 Jun, 18452-
31 Mar, 161-

As of 30 Jun 24, 253 institutions are holding Jefferies Financial Group's shares, representing a decrease of -48.26% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 2443,874,041-65.69%
31 Mar, 24127,884,226-0.72%
31 Dec, 23128,815,0560.20%
30 Sep, 23128,553,422-4.15%
30 Jun, 23134,121,082-9.71%
31 Mar, 23148,539,115-1.99%
31 Dec, 22151,553,439-0.90%
30 Sep, 22152,935,185-2.90%
30 Jun, 22157,506,677-5.19%
31 Mar, 22166,131,500-0.48%
31 Dec, 21166,931,332-2.10%
30 Sep, 21170,518,799-0.30%
30 Jun, 21171,031,634-0.06%
31 Mar, 21171,139,6820.78%
31 Dec, 20169,822,150-7.42%
30 Sep, 20183,441,347-4.43%
30 Jun, 20191,948,643-1.82%
31 Mar, 20195,509,161-7.48%
31 Dec, 19211,326,077-3.49%
30 Sep, 19218,960,0341.52%
30 Jun, 19215,678,540-5.71%
31 Mar, 19228,732,168-4.63%
31 Dec, 18239,825,019-4.48%
30 Sep, 18251,060,8120.88%
30 Jun, 18248,866,491-
31 Mar, 164,328-

Jefferies Financial Group (JEF) has 43.87M shares outstanding as of 30 Jun 24, down -65.69% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2419.95%0.59%
31 Mar, 2458.12%1.90%
31 Dec, 2355.38%1.75%
30 Sep, 2356.30%1.84%
30 Jun, 2355.29%1.43%
31 Mar, 2362.12%1.66%
31 Dec, 2261.26%1.56%
30 Sep, 2262.72%1.57%
30 Jun, 2263.22%1.52%
31 Mar, 2264.50%1.58%
31 Dec, 2163.80%1.52%
30 Sep, 2164.81%1.54%
30 Jun, 2164.96%1.57%
31 Mar, 2164.25%1.66%
31 Dec, 2062.23%1.46%
30 Sep, 2065.35%1.46%
30 Jun, 2066.94%1.60%
31 Mar, 2064.65%1.39%
31 Dec, 1968.11%1.37%
30 Sep, 1970.57%1.43%
30 Jun, 1970.25%1.33%
31 Mar, 1972.57%1.19%
31 Dec, 1877.99%1.44%
30 Sep, 1873.53%1.47%
30 Jun, 1870.69%-
31 Mar, 160.00%-

As of 30 Jun 24, Jefferies Financial Group is held by 19.95% institutional shareholders, representing a 0.59% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 24103-49.26%
31 Mar, 242031.50%
31 Dec, 2320014.94%
30 Sep, 231744.19%
30 Jun, 23167-14.36%
31 Mar, 23195-10.96%
31 Dec, 2221931.93%
30 Sep, 22166-4.60%
30 Jun, 22174-23.35%
31 Mar, 22227-5.81%
31 Dec, 2124121.11%
30 Sep, 211999.94%
30 Jun, 21181-17.73%
31 Mar, 2122025.00%
31 Dec, 2017638.58%
30 Sep, 20127-14.77%
30 Jun, 201495.67%
31 Mar, 20141-22.10%
31 Dec, 19181-5.73%
30 Sep, 1919218.52%
30 Jun, 19162-11.96%
31 Mar, 19184-6.12%
31 Dec, 181962.08%
30 Sep, 18192-55.86%
30 Jun, 18435-
31 Mar, 161-

103 institutional shareholders have increased their position in JEF stock as of 30 Jun 24 compared to 203 in the previous quarter (a -49.26% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 2465-60.12%
31 Mar, 24163-6.86%
31 Dec, 2317514.38%
30 Sep, 23153-5.56%
30 Jun, 23162-4.71%
31 Mar, 231700.59%
31 Dec, 22169-3.98%
30 Sep, 221763.53%
30 Jun, 22170-2.86%
31 Mar, 221754.79%
31 Dec, 21167-13.02%
30 Sep, 2119218.52%
30 Jun, 211622.53%
31 Mar, 211586.76%
31 Dec, 20148-8.64%
30 Sep, 201627.28%
30 Jun, 20151-17.03%
31 Mar, 2018224.66%
31 Dec, 191460.69%
30 Sep, 19145-14.20%
30 Jun, 19169-2.31%
31 Mar, 19173-7.49%
31 Dec, 181873.31%
30 Sep, 18181-
30 Jun, 18--
31 Mar, 16--

65 institutional shareholders have reduced their position in JEF stock as of 30 Jun 24 compared to 163 in the previous quarter (a -60.12% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 24253-48.26%43,874,041-65.69%19.95%0.59%103-49.26%65-60.12%
31 Mar, 244892.09%127,884,226-0.72%58.12%1.90%2031.50%163-6.86%
31 Dec, 234798.62%128,815,0560.20%55.38%1.75%20014.94%17514.38%
30 Sep, 234411.85%128,553,422-4.15%56.30%1.84%1744.19%153-5.56%
30 Jun, 23433-7.68%134,121,082-9.71%55.29%1.43%167-14.36%162-4.71%
31 Mar, 23469-0.85%148,539,115-1.99%62.12%1.66%195-10.96%1700.59%
31 Dec, 2247310.77%151,553,439-0.90%61.26%1.56%21931.93%169-3.98%
30 Sep, 22427-0.47%152,935,185-2.90%62.72%1.57%166-4.60%1763.53%
30 Jun, 22429-10.63%157,506,677-5.19%63.22%1.52%174-23.35%170-2.86%
31 Mar, 22480-5.51%166,131,500-0.48%64.50%1.58%227-5.81%1754.79%
31 Dec, 215084.10%166,931,332-2.10%63.80%1.52%24121.11%167-13.02%
30 Sep, 214889.42%170,518,799-0.30%64.81%1.54%1999.94%19218.52%
30 Jun, 21446-3.88%171,031,634-0.06%64.96%1.57%181-17.73%1622.53%
31 Mar, 2146416.29%171,139,6820.78%64.25%1.66%22025.00%1586.76%
31 Dec, 2039911.45%169,822,150-7.42%62.23%1.46%17638.58%148-8.64%
30 Sep, 20358-3.24%183,441,347-4.43%65.35%1.46%127-14.77%1627.28%
30 Jun, 20370-5.85%191,948,643-1.82%66.94%1.60%1495.67%151-17.03%
31 Mar, 20393-4.15%195,509,161-7.48%64.65%1.39%141-22.10%18224.66%
31 Dec, 194100.24%211,326,077-3.49%68.11%1.37%181-5.73%1460.69%
30 Sep, 19409-4.66%218,960,0341.52%70.57%1.43%19218.52%145-14.20%
30 Jun, 19429-6.13%215,678,540-5.71%70.25%1.33%162-11.96%169-2.31%
31 Mar, 19457-0.44%228,732,168-4.63%72.57%1.19%184-6.12%173-7.49%
31 Dec, 18459-2.34%239,825,019-4.48%77.99%1.44%1962.08%1873.31%
30 Sep, 184703.98%251,060,8120.88%73.53%1.47%192-55.86%181-
30 Jun, 18452-248,866,491-70.69%-435---
31 Mar, 161-4,328-0.00%-1---

Jefferies Financial Group Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 14, 2024FRIEDMAN BRIAN Pdirector, officer PresidentS-SaleSell55,000$46.30$2.55M2,591,350
May 14, 2024FRIEDMAN BRIAN Pdirector, officer PresidentS-SaleSell165,396$46.25$7.65M2,425,954
May 14, 2024FRIEDMAN BRIAN Pdirector, officer PresidentS-SaleSell60,000$46.30$2.78M496,780
Apr 24, 2024HANDLER RICHARD Bdirector, officer CEOS-SaleSell1,500,000$43.50$65.25M15,314,150

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 31, 2024STEINBERG JOSEPH Sdirector, 10 percent owner, officer Chairman of the BoardG-GiftSell100,000--2,338,979
Jul 31, 2024FRIEDMAN BRIAN Pdirector, officer PresidentG-GiftSell100,000--2,352,069
Jul 31, 2024HANDLER RICHARD Bdirector, officer CEOG-GiftSell100,000--15,296,554
May 14, 2024FRIEDMAN BRIAN Pdirector, officer PresidentS-SaleSell55,000$46.30$2.55M2,591,350
May 14, 2024FRIEDMAN BRIAN Pdirector, officer PresidentS-SaleSell165,396$46.25$7.65M2,425,954
May 14, 2024FRIEDMAN BRIAN Pdirector, officer PresidentS-SaleSell60,000$46.30$2.78M496,780
Apr 24, 2024HANDLER RICHARD Bdirector, officer CEOS-SaleSell1,500,000$43.50$65.25M15,314,150

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 13, 2024SUMITOMO MITSUI FINANCIAL GROUP, INC.director-Buy27,562,500---
Aug 12, 2024Nakashima Toru-Buy----
Jul 31, 2024STEINBERG JOSEPH Sdirector, 10 percent owner, officer Chairman of the BoardG-GiftSell100,000--2,338,979
Jul 31, 2024FRIEDMAN BRIAN Pdirector, officer PresidentG-GiftSell100,000--2,352,069
Jul 31, 2024HANDLER RICHARD Bdirector, officer CEOG-GiftSell100,000--15,296,554
May 31, 2024FRIEDMAN BRIAN Pdirector, officer PresidentA-AwardBuy26,115$45.79$1.20M2,452,069
May 31, 2024HANDLER RICHARD Bdirector, officer CEOA-AwardBuy82,404$45.79$3.77M15,396,554
May 31, 2024Weiler Melissadirector-A-AwardBuy75$45.79$3.43K29,635
May 31, 2024Ellis-Kirk Matricedirector-A-AwardBuy75$45.79$3.43K21,635
May 31, 2024O Kane Michael Tdirector-A-AwardBuy441$45.79$20.19K119,222
May 31, 2024BEYER ROBERT Ddirector-A-AwardBuy350$45.79$16.03K146,260
May 14, 2024FRIEDMAN BRIAN Pdirector, officer PresidentS-SaleSell55,000$46.30$2.55M2,591,350
May 14, 2024FRIEDMAN BRIAN Pdirector, officer PresidentS-SaleSell165,396$46.25$7.65M2,425,954
May 14, 2024FRIEDMAN BRIAN Pdirector, officer PresidentS-SaleSell60,000$46.30$2.78M496,780
Apr 24, 2024HANDLER RICHARD Bdirector, officer CEOS-SaleSell1,500,000$43.50$65.25M15,314,150
Mar 28, 2024Weiler Melissadirector-A-AwardBuy4,648$44.10$204.98K29,560
Mar 28, 2024Ellis-Kirk Matricedirector-A-AwardBuy4,648$44.10$204.98K21,560
Mar 28, 2024O Kane Michael Tdirector-A-AwardBuy4,648$44.10$204.98K118,781
Mar 28, 2024Katz Jacob Mdirector-A-AwardBuy4,648$44.10$204.98K47,785
Mar 28, 2024JONES THOMAS Wdirector-A-AwardBuy4,648$44.10$204.98K67,193

The last insider sell of Jefferies Financial Group's stock was made by STEINBERG JOSEPH S on Jul 31 2024, selling 100,000 shares at - per share (valued at -).

Jefferies Financial Group Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024-3-
Q2 202464150.00%
Q1 20242310230.00%
Q4 2023133433.33%
Q3 202387114.29%
Q2 20236--
Q1 20232514178.57%
Q4 2022146233.33%
Q3 202276116.67%
Q2 20221311300.00%
Q1 2022217300.00%
Q4 2021135260.00%
Q3 202164150.00%
Q2 202154125.00%
Q1 202192450.00%
Q4 202081800.00%
Q3 202013--
Q2 20201811800.00%
Q1 202093300.00%
Q4 2019113366.67%

0 total buy trades, and 3 total sell trades (buy/sell ratio of 0.00%) were made by Jefferies Financial Group's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024---
Q2 2024-4-
Q1 2024---
Q4 2023---
Q3 2023-5-
Q2 2023---
Q1 2023---
Q4 2022-2-
Q3 20221250.00%
Q2 2022-1-
Q1 20222--
Q4 2021-1-
Q3 20211250.00%
Q2 2021-3-
Q1 2021-1-
Q4 2020---
Q3 20201--
Q2 2020---
Q1 2020---
Q4 2019-2-

As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Jefferies Financial Group's stocks.

Jefferies Financial Group Peer Ownership


TickerCompany
EVREvercore Inc.
HLIHoulihan Lokey, Inc.
PWPPerella Weinberg Partners
LAZLazard Ltd
PJTPJT Partners Inc.
MCMoelis & Company
PIPRPiper Sandler Companies

JEF Ownership FAQ


Jefferies Financial Group is owned by institutional shareholders (19.95%), insiders (21.83%), and public (58.23%). The largest institutional shareholder of Jefferies Financial Group is BLACKROCK INC. (7.29% of total shares) and the top mutual fund owner is BARRETT OPPORTUNITY FUND, INC. (4.00% of total shares).

Jefferies Financial Group's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC, FIRST PACIFIC ADVISORS, LP, and STATE STREET CORP. The top five shareholders own together 22.42% of the company's share outstanding.

As of Jun 2024, there are 253 institutional shareholders of Jefferies Financial Group.

BLACKROCK INC owns 16.04M shares of Jefferies Financial Group, representing 7.29% of the company's total shares outstanding, valued at $797.99M (as of Jun 2024).

As of Jun 2024, VANGUARD GROUP INC holds 15.69M shares of Jefferies Financial Group (JEF), compromising 7.13% of the company, valued at $780.91M.

ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC is the third largest holder of Jefferies Financial Group. The company owns 7.05M of the company's shares outstanding (worth $350.8M).