Jefferies Financial Group Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/13/2024 | 15.33 M | $943.71 M | -2.30% | 7.15% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 15.29 M | $941.12 M | 100.00% | 7.13% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/18/2024 | 6.51 M | $400.73 M | -7.65% | 3.04% |
| STATE STREET CORP | 11/14/2024 | 4.98 M | $306.23 M | -2.91% | 2.32% |
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 11/15/2024 | 4.65 M | $286.48 B | 100.00% | 2.17% |
| INVESCO LTD. | 11/12/2024 | 4.17 M | $256.44 M | 107.67% | 1.94% |
| FIRST PACIFIC ADVISORS, LP | 11/04/2024 | 3.91 M | $240.92 M | -27.65% | 1.83% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 3.72 M | $229.26 M | -11.99% | 1.74% |
| FMR LLC | 11/13/2024 | 3.29 M | $202.31 M | 782.51% | 1.53% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 2.78 M | $171.21 M | -2.57% | 1.30% |
| JPMORGAN CHASE & CO | 12/26/2024 | 2.50 M | $154.15 M | 7.16% | 1.17% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 11/13/2024 | 2.43 M | $149.62 M | -28.43% | 1.13% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2024 | 2.31 M | $142.27 M | -6.44% | 1.08% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/14/2024 | 2.06 M | $126.54 M | 23.84% | 0.96% |
| BARCLAYS PLC | 11/19/2024 | 2.01 M | $123.99 M | 30.47% | 0.94% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 1.94 M | $119.43 M | -10.54% | 0.90% |
| MORGAN STANLEY | 11/14/2024 | 1.92 M | $117.94 M | 12.35% | 0.89% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 1.60 M | $98.41 M | -4.30% | 0.75% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 1.53 M | $94.27 M | -6.68% | 0.71% |
| BECK MACK & OLIVER LLC | 11/13/2024 | 1.40 M | $85.87 M | -5.59% | 0.65% |
| MILLER HOWARD INVESTMENTS INC /NY | 11/05/2024 | 1.34 M | $82.32 M | -1.70% | 0.62% |
| ARTEMIS INVESTMENT MANAGEMENT LLP | 10/08/2024 | 1.28 M | $78.53 M | 9.07% | 0.60% |
| CITADEL ADVISORS LLC | 11/14/2024 | 1.26 M | $77.51 M | 87.84% | 0.59% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 1.18 M | $72.58 M | 54.95% | 0.55% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 1.17 M | $72.05 M | -4.55% | 0.55% |
| DONALD SMITH & CO., INC. | 10/25/2024 | 1.15 M | $70.96 M | -53.79% | 0.54% |
| MOERUS CAPITAL MANAGEMENT LLC | 11/14/2024 | 983,288 | $60.52 M | -8.12% | 0.46% |
| LSV ASSET MANAGEMENT | 11/12/2024 | 979,500 | $60.29 M | -0.18% | 0.46% |
| PRIVATE MANAGEMENT GROUP INC | 10/29/2024 | 911,070 | $56.08 M | -20.63% | 0.42% |
| BALYASNY ASSET MANAGEMENT L.P. | 11/14/2024 | 879,519 | $54.13 M | 248.32% | 0.41% |
| JANE STREET GROUP, LLC | 11/15/2024 | 877,700 | $54.02 M | 100.00% | 0.41% |
| CAPTRUST FINANCIAL ADVISORS | 11/14/2024 | 833,695 | $51.31 M | -46.82% | 0.39% |
| FISHER ASSET MANAGEMENT, LLC | 11/12/2024 | 780,877 | $48.06 M | 95.72% | 0.36% |
| HOSKING PARTNERS LLP | 11/13/2024 | 778,935 | $47.94 M | -4.50% | 0.36% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 768,112 | $47.28 M | 10.12% | 0.36% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 691,996 | $42.59 M | -14.70% | 0.32% |
| ZURICH INSURANCE GROUP LTD/FI | 11/14/2024 | 665,696 | $40.97 M | -44.72% | 0.31% |
| AMUNDI | 11/13/2024 | 641,981 | $40.87 M | -42.10% | 0.30% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 11/14/2024 | 625,740 | $38.51 M | 68.20% | 0.29% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 597,691 | $36.79 M | -4.21% | 0.28% |
| PRIVATE CAPITAL MANAGEMENT, LLC | 11/14/2024 | 582,025 | $35.82 M | -24.52% | 0.27% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 574,697 | $35.37 M | -16.66% | 0.27% |
| NEUBERGER BERMAN GROUP LLC | 11/14/2024 | 549,542 | $33.82 M | -26.16% | 0.26% |
| MRAZ, AMERINE & ASSOCIATES, INC. | 10/23/2024 | 546,278 | $33.62 M | -1.62% | 0.25% |
| STRS OHIO | 11/01/2024 | 529,768 | $32.61 M | -1.67% | 0.25% |
| JANUS HENDERSON GROUP PLC | 11/14/2024 | 512,100 | $31.52 M | -14.11% | 0.24% |
| LOOMIS SAYLES & CO L P | 11/13/2024 | 503,052 | $30.96 M | -15.35% | 0.23% |
| RETIREMENT SYSTEMS OF ALABAMA | 12/06/2024 | 496,197 | $30.54 M | -2.39% | 0.23% |
| RHUMBLINE ADVISERS | 11/12/2024 | 477,134 | $29.37 M | -4.43% | 0.22% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 465,300 | $28.64 M | 486.02% | 0.22% |
Jefferies Financial Group Inc.institutional Ownership - FAQ's
During the previous two years, 639 institutional investors and hedge funds held shares of Jefferies Financial Group Inc.. The most heavily invested institutionals were:
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: 0
VANGUARD GROUP INC: 15.33 M
BlackRock Funding, Inc. /DE: 15.29 M
Allspring Global Investments Holdings, LLC: 6.51 M
STATE STREET CORP: 4.98 M
MASSACHUSETTS MUTUAL LIFE INSURANCE CO: 4.65 M
62.50% of Jefferies Financial Group Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 158.38 M shares in the last 24 months. This purchase volume represents approximately $11.33 B in transactions.