Recent Quarter Total Invested
$8.22 B
Recent Quarter Institutional Ownership Percentage
62.25%
Total Invested of Last Quarter
$6.76 B
Ownership Percentage of Last Quarter
61.74%
Jefferies Financial Group Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 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% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 2.78 M | $171.21 M | -2.57% | 1.30% |
| JPMORGAN CHASE & CO | 11/08/2024 | 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% |
| 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% |
| 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% |
| CERITY PARTNERS LLC | 11/12/2024 | 460,847 | $28.37 M | 119.76% | 0.21% |
| GOODHAVEN CAPITAL MANAGEMENT, LLC | 11/12/2024 | 449,558 | $27.67 M | 0.00% | 0.21% |
| BERKSHIRE HATHAWAY INC | 11/14/2024 | 433,558 | $26.69 M | 0.00% | 0.20% |
| MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD. | 11/04/2024 | 425,000 | $26.16 M | 0.00% | 0.20% |
Jefferies Financial Group Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of JEF shares?
During the previous two years, 649 institutional investors and hedge funds held shares of Jefferies Financial Group Inc.. The most heavily invested institutionals were:
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
Invesco Ltd.: 4.17 M
First Pacific Advisors, LP: 3.91 M
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What percentage of Jefferies Financial Group Inc. stock is owned by institutional investors?
62.25% of Jefferies Financial Group Inc. stock is owned by institutional investors.
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How much institutional buying is happening at JEF ?
Institutional investors have bought a total of 139.82 M shares in the last 24 months. This purchase volume represents approximately $10.99 B in transactions.