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| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/10/2024 | VANGUARD GROUP INC | 16.03 M | $707.09 M | -8.33% | 7.29% |
| 05/10/2024 | BLACKROCK INC. | 15.74 M | $694.26 M | -0.06% | 7.15% |
| 04/29/2024 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 6.11 M | $269.60 M | 88.87% | 2.78% |
| 05/02/2024 | FIRST PACIFIC ADVISORS, LP | 5.42 M | $239.04 M | -0.06% | 2.46% |
| 05/15/2024 | STATE STREET CORP | 5.33 M | $235.03 M | 1.84% | 2.42% |
| 05/10/2024 | DIMENSIONAL FUND ADVISORS LP | 4.16 M | $183.28 M | -5.67% | 1.89% |
| 05/14/2024 | ALLIANCEBERNSTEIN L.P. | 3.25 M | $143.35 M | -10.79% | 1.48% |
| 05/13/2024 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 3.01 M | $132.60 M | -0.55% | 1.37% |
| 05/10/2024 | DONALD SMITH & CO., INC. | 2.86 M | $125.97 M | -12.70% | 1.30% |
| 05/13/2024 | GEODE CAPITAL MANAGEMENT, LLC | 2.78 M | $122.78 M | 4.80% | 1.27% |
| 05/14/2024 | INVESCO LTD. | 2.25 M | $99.25 M | 5.45% | 1.02% |
| 04/25/2024 | BANK OF NEW YORK MELLON CORP | 2.13 M | $94.14 M | -3.48% | 0.97% |
| 05/10/2024 | JPMORGAN CHASE & CO | 2.01 M | $88.68 M | 4.97% | 0.91% |
| 05/15/2024 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.89 M | $83.35 M | 22.57% | 0.86% |
| 05/15/2024 | MORGAN STANLEY | 1.82 M | $80.37 M | 24.37% | 0.83% |
| 05/15/2024 | ALYESKA INVESTMENT GROUP, L.P. | 1.76 M | $77.49 M | 118.40% | 0.80% |
| 04/29/2024 | PRINCIPAL FINANCIAL GROUP INC | 1.71 M | $75.30 M | 13.24% | 0.78% |
| 05/14/2024 | BECK MACK & OLIVER LLC | 1.70 M | $74.81 M | -2.51% | 0.77% |
| 05/13/2024 | NUVEEN ASSET MANAGEMENT, LLC | 1.68 M | $74.26 M | 70.17% | 0.77% |
| 05/15/2024 | BARCLAYS PLC | 1.63 M | $72.03 M | 198.87% | 0.74% |
| 05/15/2024 | CAPTRUST FINANCIAL ADVISORS | 1.52 M | $67.19 M | -4.21% | 0.69% |
| 05/14/2024 | NORTHERN TRUST CORP | 1.41 M | $62.03 M | -23.37% | 0.64% |
| 04/12/2024 | MILLER HOWARD INVESTMENTS INC /NY | 1.38 M | $61.00 M | -1.29% | 0.63% |
| 05/15/2024 | MILLENNIUM MANAGEMENT LLC | 1.28 M | $56.27 M | -27.97% | 0.58% |
| 05/08/2024 | PRIVATE MANAGEMENT GROUP INC | 1.28 M | $56.27 M | -9.96% | 0.58% |
| 05/09/2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.23 M | $54.04 M | 2.32% | 0.56% |
| 05/15/2024 | MOERUS CAPITAL MANAGEMENT LLC | 1.06 M | $46.88 M | -9.85% | 0.48% |
| 05/15/2024 | ZURICH INSURANCE GROUP LTD/FI | 1.06 M | $46.69 M | 4.47% | 0.48% |
| 05/13/2024 | BURGUNDY ASSET MANAGEMENT LTD. | 1.05 M | $46.39 M | 1.10% | 0.48% |
| 05/06/2024 | LSV ASSET MANAGEMENT | 1.04 M | $45.89 M | -12.59% | 0.47% |
| 05/15/2024 | JANUS HENDERSON GROUP PLC | 1.00 M | $44.13 M | -15.08% | 0.45% |
| 05/15/2024 | PRIVATE CAPITAL MANAGEMENT, LLC | 812,425 | $35.83 M | -14.02% | 0.37% |
| 05/02/2024 | HOSKING PARTNERS LLP | 784,140 | $34.58 M | -0.30% | 0.36% |
| 05/14/2024 | QUBE RESEARCH & TECHNOLOGIES LTD | 732,538 | $32.30 M | 73.35% | 0.33% |
| 05/15/2024 | GOLDMAN SACHS GROUP INC | 711,074 | $31.36 M | 7.34% | 0.32% |
| 05/14/2024 | LOOMIS SAYLES & CO L P | 665,950 | $29.37 M | 59.91% | 0.30% |
| 05/15/2024 | BANK OF AMERICA CORP /DE/ | 597,428 | $26.35 M | 19.04% | 0.27% |
| 05/13/2024 | STRS OHIO | 591,742 | $26.10 M | 0.74% | 0.27% |
| 05/15/2024 | CINCTIVE CAPITAL MANAGEMENT LP | 560,978 | $24.74 M | 68.86% | 0.25% |
| 05/15/2024 | MRAZ, AMERINE & ASSOCIATES, INC. | 560,073 | $24.70 M | -1.39% | 0.25% |
| 04/30/2024 | RETIREMENT SYSTEMS OF ALABAMA | 511,907 | $22.58 M | 2.72% | 0.23% |
| 05/09/2024 | RHUMBLINE ADVISERS | 495,093 | $21.83 M | -4.92% | 0.23% |
| 05/15/2024 | AMERIPRISE FINANCIAL INC | 468,085 | $20.64 M | -9.77% | 0.21% |
| 05/14/2024 | GOODHAVEN CAPITAL MANAGEMENT, LLC | 449,558 | $19.83 M | 0.00% | 0.20% |
| 05/14/2024 | CERITY PARTNERS LLC | 448,999 | $19.80 M | 128.43% | 0.20% |
| 05/13/2024 | FMR LLC | 441,638 | $19.48 M | -37.24% | 0.20% |
| 05/15/2024 | BERKSHIRE HATHAWAY INC | 433,558 | $19.12 M | 0.00% | 0.20% |
| 05/13/2024 | NEUBERGER BERMAN GROUP LLC | 431,673 | $19.04 M | 37.24% | 0.20% |
| 05/15/2024 | MARSHALL WACE, LLP | 417,974 | $18.43 M | 100.00% | 0.19% |
| 05/14/2024 | GUGGENHEIM CAPITAL LLC | 417,545 | $18.41 M | 38.93% | 0.19% |
A. During the previous two years, 627 institutional investors and hedge funds held shares of Jefferies Financial Group Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 16.03 M
BlackRock Inc.: 15.74 M
Allspring Global Investments Holdings, LLC: 6.11 M
First Pacific Advisors, LP: 5.42 M
STATE STREET CORP: 5.33 M
DIMENSIONAL FUND ADVISORS LP: 4.16 M
A. 58.11% of Jefferies Financial Group Inc. stock is owned by institutional investors.
A. Institutional investors have bought a total of 174.49 M shares in the last 24 months. This purchase volume represents approximately $8.91 B in transactions.
