Jefferies Financial Group Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 11/12/2025 | 15.55 M | $1.02 B | 0.97% | 7.22% |
| VANGUARD GROUP INC | 11/07/2025 | 14.88 M | $973.15 M | -0.52% | 6.91% |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 11/12/2025 | 9.25 M | $604.94 M | 0.00% | 4.30% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/20/2025 | 7.35 M | $466.87 M | 5.20% | 3.42% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 5.78 M | $377.83 M | -13.73% | 2.68% |
| JPMORGAN CHASE & CO | 11/26/2025 | 4.99 M | $326.18 M | 10.85% | 2.32% |
| STATE STREET CORP | 11/14/2025 | 4.83 M | $315.80 M | -0.20% | 2.24% |
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 11/04/2025 | 4.66 M | $304.55 M | 0.00% | 2.16% |
| EMINENCE CAPITAL, LP | 11/14/2025 | 3.36 M | $219.72 M | 129.72% | 1.56% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 2.92 M | $190.96 M | 1.84% | 1.36% |
| MORGAN STANLEY | 11/14/2025 | 2.78 M | $182.01 M | -3.41% | 1.29% |
| FIRST PACIFIC ADVISORS, LP | 11/13/2025 | 2.58 M | $168.80 M | 0.00% | 1.20% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 2.58 M | $168.70 M | -12.08% | 1.20% |
| ARTEMIS INVESTMENT MANAGEMENT LLP | 11/13/2025 | 2.38 M | $155.67 M | 84.15% | 1.11% |
| FISHER ASSET MANAGEMENT, LLC | 11/12/2025 | 2.12 M | $138.40 M | 1.57% | 0.98% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 11/13/2025 | 1.99 M | $130.51 M | 0.09% | 0.93% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 1.83 M | $119.52 M | 19.46% | 0.85% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 1.78 M | $116.26 M | 5.23% | 0.83% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 1.57 M | $102.73 M | -1.12% | 0.73% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 1.53 M | $100.23 M | 116.59% | 0.71% |
| BARCLAYS PLC | 11/12/2025 | 1.53 M | $100.03 M | -8.65% | 0.71% |
| FMR LLC | 11/13/2025 | 1.50 M | $98.06 M | 109.37% | 0.70% |
| FEDERATED HERMES, INC. | 11/03/2025 | 1.48 M | $96.95 M | 56.15% | 0.69% |
| PRINCIPAL FINANCIAL GROUP INC | 11/04/2025 | 1.48 M | $96.51 M | -6.26% | 0.69% |
| NORTHERN TRUST CORP | 11/14/2025 | 1.46 M | $95.47 M | -0.15% | 0.68% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 1.45 M | $95.04 M | -0.98% | 0.67% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 1.29 M | $84.70 M | 20.61% | 0.60% |
| BECK MACK & OLIVER LLC | 11/14/2025 | 1.27 M | $82.91 M | -1.25% | 0.59% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 1.15 M | $75.26 M | 1.46% | 0.53% |
| UBS GROUP AG | 11/13/2025 | 1.06 M | $69.46 M | 154.03% | 0.49% |
| NUVEEN, LLC | 11/12/2025 | 947.48 K | $61.98 M | -4.40% | 0.44% |
| NEWEDGE WEALTH, LLC | 11/07/2025 | 909.80 K | $49.07 M | 16.41% | 0.42% |
| BALYASNY ASSET MANAGEMENT L.P. | 11/14/2025 | 888.54 K | $58.13 M | 23.05% | 0.41% |
| MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD. | 10/30/2025 | 798.00 K | $52.21 M | 0.00% | 0.37% |
| MARSHALL WACE, LLP | 11/13/2025 | 786.96 K | $51.48 M | 22.20% | 0.37% |
| ALYESKA INVESTMENT GROUP, L.P. | 11/17/2025 | 760.98 K | $49.78 M | 100.00% | 0.35% |
| MOERUS CAPITAL MANAGEMENT LLC | 11/13/2025 | 679.84 K | $44.48 M | 2.10% | 0.32% |
| PRIVATE MANAGEMENT GROUP INC | 11/13/2025 | 662.89 K | $43.37 M | -1.35% | 0.31% |
| VICTORY CAPITAL MANAGEMENT INC | 11/12/2025 | 651.22 K | $42.60 M | 245.16% | 0.30% |
| DEUTSCHE BANK AG\ | 11/13/2025 | 629.78 K | $41.20 M | 57.04% | 0.29% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2025 | 607.92 K | $39.77 M | -54.58% | 0.28% |
| SEI INVESTMENTS CO | 11/13/2025 | 574.12 K | $37.56 M | 15.46% | 0.27% |
| MRAZ, AMERINE & ASSOCIATES, INC. | 11/06/2025 | 568.72 K | $37.21 M | -0.46% | 0.26% |
| MILLER HOWARD INVESTMENTS INC /NY | 10/24/2025 | 522.29 K | $34.17 M | 0.24% | 0.24% |
| BAMCO INC /NY/ | 11/14/2025 | 519.53 K | $33.99 M | 0.00% | 0.24% |
| INVESCO LTD. | 11/13/2025 | 498.31 K | $32.60 M | -68.09% | 0.23% |
| HOSKING PARTNERS LLP | 10/23/2025 | 488.15 K | $31.93 M | -0.71% | 0.23% |
| RETIREMENT SYSTEMS OF ALABAMA | 10/31/2025 | 471.60 K | $30.85 M | -5.33% | 0.22% |
| GOODHAVEN CAPITAL MANAGEMENT, LLC | 11/07/2025 | 441.99 K | $28.91 M | -0.07% | 0.21% |
| BERKSHIRE HATHAWAY INC | 11/14/2025 | 433.56 K | $28.36 M | 0.00% | 0.20% |
Jefferies Financial Group Inc. institutional Ownership - FAQ's
During the previous two years, 754 institutional investors and hedge funds held shares of Jefferies Financial Group Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 15.55 M
VANGUARD GROUP INC: 14.88 M
SUMITOMO MITSUI FINANCIAL GROUP, INC.: 9.25 M
Allspring Global Investments Holdings, LLC: 7.35 M
ALLIANCEBERNSTEIN L.P.: 5.78 M
JPMORGAN CHASE & CO: 4.99 M
67.22% of Jefferies Financial Group Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 175.44 M shares in the last 24 months. This purchase volume represents approximately $10.95 B in transactions.