Jefferies Financial Group Inc (JEF) Ownership

47.20 ↑0.00 (0.00%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Jefferies Financial Group Inc (JEF), owning a total of 15.8 million shares. Combined, the top 40 institutional holders of JEF own 72.96% of the company with a total of 152.2 million shares.

In the latest ownership report on December 31st 2024, the top 40 institutional holders increased their combined ownership of JEF by 21.2 million shares. 13 institutions bought 25,208,780 total additional shares and increased their ownership by an average of 64.72%. However 8 institutions sold 4,046,451 total shares and decreased their ownership by an average of 14.24%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Jefferies Financial Group increased by a net total of 21,162,329 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	7.652%	3.164%	15,774,133	483,721	2024-12-31
Vanguard Group Inc	7.448%	0.145%	15,354,633	22,287	2024-12-31
Sumitomo Mitsui Financial Group Inc	4.486%	0.000%	9,247,081	9,247,081	2024-12-31
Citigroup Inc	3.878%	397.424%	7,994,877	6,387,621	2024-12-31
Allspring Global Investments Holdings, LLC	2.991%	-5.300%	6,165,589	-345,092	2024-12-31
AllianceBernstein L.P.	2.905%	159.083%	5,988,746	3,677,233	2024-12-31
FMR Inc	2.610%	63.712%	5,381,149	2,094,191	2024-12-31
Amvescap Plc.	2.568%	27.058%	5,293,767	1,127,335	2024-12-31
State Street Corp	2.467%	2.209%	5,085,198	109,907	2024-12-31
Massachusetts Mutual Life Insurance Co	2.258%	0.019%	4,655,231	869	2024-12-31
JPMorgan Chase & Co	1.912%	-21.308%	3,941,692	-1,067,334	2024-12-31
Dimensional Fund Advisors, Inc.	1.522%	-15.770%	3,137,457	-587,422	2024-12-31
First Pacific Advisors, LP	1.359%	-28.429%	2,801,498	-1,112,782	2024-12-31
Geode Capital Management, LLC	1.348%	-0.110%	2,777,952	-3,057	2024-12-31
Morgan Stanley - Brokerage Accounts	1.344%	44.547%	2,769,659	853,565	2024-12-31
Barclays PLC	1.035%	5.959%	2,134,431	120,044	2024-12-31
Barrow Hanley Mewhinney & Strauss LLC	0.994%	-15.748%	2,048,009	-382,816	2024-12-31
Bank of America Corp	0.876%	135.109%	1,805,897	1,037,785	2024-12-31
Bank of New York Mellon Corp	0.838%	-10.945%	1,727,982	-212,360	2024-12-31
Arrowstreet Capital Limited Partnership	0.835%	-16.323%	1,720,327	-335,588	2024-12-31
Principal Financial Group Inc	0.798%	2.949%	1,645,844	47,141	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	7.652%	3.164%	15,774,133	483,721	2024-12-31
Vanguard Group Inc	7.448%	0.145%	15,354,633	22,287	2024-12-31
Sumitomo Mitsui Financial Group Inc	4.486%	0.000%	9,247,081	9,247,081	2024-12-31
Citigroup Inc	3.878%	397.424%	7,994,877	6,387,621	2024-12-31
Allspring Global Investments Holdings, LLC	2.991%	-5.300%	6,165,589	-345,092	2024-12-31
AllianceBernstein L.P.	2.905%	159.083%	5,988,746	3,677,233	2024-12-31
First Trust Advisors L.P.	2.453%	-9.136%	5,675,907	-570,687	2022-12-31
FMR Inc	2.610%	63.712%	5,381,149	2,094,191	2024-12-31
State Street Corporation	2.594%	1.841%	5,329,583	96,333	2024-03-31
Amvescap Plc.	2.568%	27.058%	5,293,767	1,127,335	2024-12-31
State Street Corp	2.467%	2.209%	5,085,198	109,907	2024-12-31
Massachusetts Mutual Life Insurance Co	2.258%	0.019%	4,655,231	869	2024-12-31
Charles Schwab Investment Management Inc	1.778%	8.601%	4,113,544	325,783	2022-12-31
JPMorgan Chase & Co	1.912%	-21.308%	3,941,692	-1,067,334	2024-12-31
Dimensional Fund Advisors, Inc.	1.522%	-15.770%	3,137,457	-587,422	2024-12-31
First Pacific Advisors, LP	1.359%	-28.429%	2,801,498	-1,112,782	2024-12-31
Geode Capital Management, LLC	1.348%	-0.110%	2,777,952	-3,057	2024-12-31
Morgan Stanley - Brokerage Accounts	1.344%	44.547%	2,769,659	853,565	2024-12-31
LSV Asset Management	1.293%	-24.030%	2,739,763	-866,615	2023-09-30
Donald Smith & Co Inc	1.214%	-12.669%	2,494,659	-361,909	2024-06-30
NORGES BANK	1.120%	4.634%	2,300,636	101,882	2024-06-30
Barclays PLC	1.035%	5.959%	2,134,431	120,044	2024-12-31
Barrow Hanley Mewhinney & Strauss LLC	0.994%	-15.748%	2,048,009	-382,816	2024-12-31
Burgundy Asset Management Ltd	0.891%	-45.877%	2,015,354	-1,708,287	2022-09-30
Citadel Advisors Llc	0.948%	-24.027%	2,010,655	-635,872	2023-09-30
Marshall Wace Asset Management Ltd	0.948%	365.864%	1,947,192	1,529,218	2024-06-30
Northern Trust Corp	0.866%	4.202%	1,835,388	74,015	2023-12-31
Bank of America Corp	0.876%	135.109%	1,805,897	1,037,785	2024-12-31
Millennium Management LLC	0.835%	17.847%	1,771,480	268,279	2023-12-31
Alyeska Investment Group, L.P.	0.855%	264.159%	1,757,120	1,274,606	2024-03-31
Bank of New York Mellon Corp	0.838%	-10.945%	1,727,982	-212,360	2024-12-31
Arrowstreet Capital Limited Partnership	0.835%	-16.323%	1,720,327	-335,588	2024-12-31
Beck, Mack & Oliver LLC	0.826%	-2.513%	1,696,418	-43,730	2024-03-31
Principal Financial Group Inc	0.798%	2.949%	1,645,844	47,141	2024-12-31
CapTrust Financial Advisors	0.750%	0.844%	1,590,586	13,313	2023-12-31
Goldman Sachs Group Inc	0.670%	-17.524%	1,563,979	-332,305	2022-12-31
Nuveen Asset Management, LLC	0.743%	-6.683%	1,531,599	-109,686	2024-09-30
HHG PLC	0.704%	18.395%	1,481,744	230,213	2023-06-30
Private Management Group Inc	0.679%	-0.521%	1,438,266	-7,525	2023-09-30
Miller Howard Investments Inc	0.671%	-0.406%	1,421,887	-5,801	2023-09-30

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 5.3 million shares. Combined, the top 44 mutual fund holders of JEF own 42.46% of the company with a total of 89.2 million shares.

In the latest ownership report on February 28th 2025, the top 44 fund holders increased their combined ownership of JEF by 47 thousand shares. 7 funds bought 55,103 total additional shares and increased their ownership by an average of 0.32%. However 1 funds sold 8,465 total shares and decreased their ownership by an average of 0.35%.

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 46,638 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Allspring Special Mid Cap Value Inst	2.577%	0.000%	5,311,650	0	2025-02-28
iShares Core S&P Mid-Cap ETF	2.561%	0.075%	5,278,484	3,956	2025-02-28
Vanguard Total Stock Mkt Idx Inv	2.196%	0.562%	4,526,825	25,316	2025-02-28
Vanguard Small Cap Index	1.782%	0.082%	3,672,702	3,015	2025-02-28
Vanguard Institutional Extnd Mkt Idx Tr	1.196%	0.277%	2,464,860	6,806	2025-02-28
Vanguard Small Cap Value Index Inv	1.173%	-0.349%	2,418,901	-8,465	2025-02-28
SPDR® S&P MIDCAP 400 ETF Trust	0.636%	0.960%	1,311,547	12,470	2025-02-28
Bridge Builder Large Cap Value	0.601%	0.000%	1,239,468	0	2025-02-28
Invesco S&P MidCap Momentum ETF	0.546%	0.288%	1,126,491	3,240	2025-02-28
State St Russell Sm/Mid Cp® Indx NL Cl C	0.513%	0.028%	1,058,272	300	2025-02-28
Artemis US Smaller Companies I Acc GBP	0.434%	0.000%	894,986	0	2025-02-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Allspring Special Mid Cap Value Inst	2.577%	0.000%	5,311,650	0	2025-02-28
iShares Core S&P Mid-Cap ETF	2.561%	0.075%	5,278,484	3,956	2025-02-28
Allspring Mid Value SMA	2.470%	988,628.000%	5,091,950	5,091,435	2024-12-31
Allspring Special US Mid Cap Value Eq	2.470%	-5.798%	5,091,950	-313,400	2024-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.341%	0.942%	4,925,138	45,942	2023-03-31
First Trust Rising Dividend Achiev ETF	2.025%	-0.057%	4,609,091	-2,618	2023-02-28
Vanguard Total Stock Mkt Idx Inv	2.196%	0.562%	4,526,825	25,316	2025-02-28
Vanguard Small Cap Index	1.782%	0.082%	3,672,702	3,015	2025-02-28
FPA Contrarian Value	1.643%	-27.904%	3,386,756	-1,310,827	2024-09-30
Schwab US Dividend Equity ETF™	1.359%	0.056%	3,093,369	1,722	2023-02-28
Vanguard Extended Market Index Investor	1.178%	0.397%	2,601,866	10,286	2023-08-31
FPA Crescent	1.199%	-27.041%	2,470,929	-915,827	2024-12-31
Vanguard Institutional Extnd Mkt Idx Tr	1.196%	0.277%	2,464,860	6,806	2025-02-28
Vanguard Small Cap Value Index Inv	1.173%	-0.349%	2,418,901	-8,465	2025-02-28
HGK Fixed Income Pension Co	0.937%	0.000%	1,925,000	0	2024-03-31
Vanguard Equity-Income Inv	0.782%	-13.314%	1,657,595	-254,581	2023-12-31
Fidelity Global Innovators Cl F	0.701%	3.371%	1,444,861	47,116	2024-12-31
Vanguard Selected Value Inv	0.690%	-4.490%	1,418,778	-66,700	2024-06-30
Donald Smith & Co. Md-Cap Val Eq	0.690%	-4.490%	1,418,778	-66,700	2024-06-30
JPMorgan Mid Cap Growth I	0.643%	14.067%	1,326,348	163,564	2025-01-31
SPDR® S&P MIDCAP 400 ETF Trust	0.636%	0.960%	1,311,547	12,470	2025-02-28
Strategic Advisers® Large Cap	0.611%	0.341%	1,287,527	4,371	2023-11-30
Bridge Builder Large Cap Value	0.601%	0.000%	1,239,468	0	2025-02-28
Invesco Mid Cap Growth	0.595%	52.044%	1,226,912	419,969	2024-12-31
Invesco Discovery Mid Cap Growth Y	0.595%	0.000%	1,226,912	0	2025-01-31
JPM US Mid Cap Growth-Composite	0.564%	0.000%	1,162,784	1,162,784	2024-12-31
Donald Smith & Co. All Eq Accounts Comp	0.553%	-53.921%	1,138,834	-1,332,670	2024-09-30
Invesco S&P MidCap Momentum ETF	0.546%	0.288%	1,126,491	3,240	2025-02-28
iShares S&P Mid-Cap 400 Growth ETF	0.518%	0.000%	1,088,980	0	2023-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.513%	0.028%	1,058,272	300	2025-02-28
Strategic Advisers Large Cap	0.512%	-17.491%	1,051,885	-222,986	2024-05-31
Virtus Ceredex Mid-Cap Value Equity I	0.482%	0.000%	1,015,000	0	2023-11-30
Janus Henderson Mid Cap Value L	0.457%	22.433%	1,009,255	184,922	2023-06-30
DFA US Targeted Value I	0.454%	0.000%	1,002,496	0	2023-05-31
AB Select US Equity S1 USD	0.447%	4.898%	986,608	46,065	2023-05-31
Ceredex Mid Cap Value Equity	0.458%	-18.853%	970,400	-225,450	2023-12-31
State St S&P Midcap® Indx SL Cl II	0.416%	0.000%	962,322	0	2023-05-31
WEDGE QVM-Large Cap Value	0.401%	9.014%	937,217	77,492	2023-03-31
Fidelity® Extended Market Index	0.401%	0.056%	935,239	524	2023-02-28
Fidelity Extended Market Index	0.436%	-0.095%	899,362	-856	2024-12-31
Artemis US Smaller Companies I Acc GBP	0.434%	0.000%	894,986	0	2025-02-28
iShares S&P Mid-Cap 400 Value ETF	0.433%	0.000%	889,293	0	2024-11-30
Spiltan Globalfond Investmentbolag	0.397%	0.000%	814,742	0	2024-12-31
Strategic Advisers U.S. Total Stock{mg}	0.390%	-3.108%	801,674	-25,716	2024-09-30