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 | 02/07/2025 | 15.77 M | $1.24 B | 3.16% | 7.31% |
VANGUARD GROUP INC | 02/11/2025 | 15.35 M | $1.20 B | 0.15% | 7.16% |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 02/13/2025 | 9.25 M | $724.97 M | 100.00% | 4.29% |
CITIGROUP INC | 02/12/2025 | 7.99 M | $626.80 M | 397.42% | 3.73% |
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/29/2025 | 6.17 M | $487.18 M | -5.30% | 2.86% |
ALLIANCEBERNSTEIN L.P. | 02/12/2025 | 5.99 M | $469.52 M | 159.08% | 2.79% |
FMR LLC | 02/13/2025 | 5.38 M | $421.88 M | 63.71% | 2.51% |
INVESCO LTD. | 02/13/2025 | 5.29 M | $415.03 M | 27.06% | 2.47% |
MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 02/13/2025 | 4.66 M | $364.97 M | 0.02% | 2.16% |
JPMORGAN CHASE & CO | 02/12/2025 | 3.94 M | $309.03 M | 57.38% | 1.84% |
DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 3.14 M | $245.99 M | -15.77% | 1.46% |
FIRST PACIFIC ADVISORS, LP | 02/07/2025 | 2.80 M | $219.64 M | -28.43% | 1.30% |
GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 2.78 M | $217.86 M | -0.11% | 1.30% |
BARCLAYS PLC | 02/13/2025 | 2.13 M | $167.34 M | 5.96% | 1.00% |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 02/18/2025 | 2.05 M | $160.56 M | -15.75% | 0.96% |
BANK OF NEW YORK MELLON CORP | 02/04/2025 | 1.73 M | $135.47 M | -10.94% | 0.81% |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/12/2025 | 1.72 M | $134.87 M | -16.32% | 0.80% |
PRINCIPAL FINANCIAL GROUP INC | 01/31/2025 | 1.65 M | $129.03 M | 2.95% | 0.77% |
NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 1.41 M | $110.92 M | -7.63% | 0.66% |
ARTEMIS INVESTMENT MANAGEMENT LLP | 01/16/2025 | 1.39 M | $109.35 M | 9.32% | 0.65% |
BECK MACK & OLIVER LLC | 02/13/2025 | 1.36 M | $106.45 M | -2.67% | 0.63% |
MILLER HOWARD INVESTMENTS INC /NY | 01/28/2025 | 1.32 M | $103.35 M | -1.44% | 0.61% |
GOLDMAN SACHS GROUP INC | 02/11/2025 | 1.23 M | $96.70 M | 4.60% | 0.58% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 1.15 M | $90.25 M | -1.66% | 0.54% |
CAPTRUST FINANCIAL ADVISORS | 02/14/2025 | 834,146 | $65.40 M | 0.05% | 0.39% |
ASSENAGON ASSET MANAGEMENT S.A. | 01/14/2025 | 802,366 | $62.91 M | 157.19% | 0.37% |
FISHER ASSET MANAGEMENT, LLC | 02/05/2025 | 778,763 | $61.06 M | -0.27% | 0.36% |
LSV ASSET MANAGEMENT | 02/13/2025 | 756,100 | $59.28 M | -22.81% | 0.35% |
HOSKING PARTNERS LLP | 02/05/2025 | 693,117 | $54.34 M | -11.02% | 0.32% |
PRIVATE MANAGEMENT GROUP INC | 01/27/2025 | 675,012 | $52.92 M | -25.91% | 0.31% |
TWO SIGMA INVESTMENTS, LP | 02/14/2025 | 655,655 | $51.40 M | 9.70% | 0.31% |
MOERUS CAPITAL MANAGEMENT LLC | 02/13/2025 | 640,204 | $50.19 M | -34.89% | 0.30% |
DEUTSCHE BANK AG\ | 02/14/2025 | 604,102 | $47.36 M | -12.48% | 0.28% |
FIRST TRUST ADVISORS LP | 02/13/2025 | 586,351 | $45.97 M | 62.66% | 0.27% |
NEUBERGER BERMAN GROUP LLC | 02/13/2025 | 543,878 | $42.64 M | -1.03% | 0.25% |
ZURICH INSURANCE GROUP LTD/FI | 02/14/2025 | 547,160 | $42.90 M | -17.81% | 0.25% |
MRAZ, AMERINE & ASSOCIATES, INC. | 01/31/2025 | 538,699 | $42.23 M | -1.39% | 0.25% |
PRIVATE CAPITAL MANAGEMENT, LLC | 02/14/2025 | 516,020 | $40.46 M | -11.34% | 0.24% |
RETIREMENT SYSTEMS OF ALABAMA | 01/27/2025 | 496,392 | $38.92 M | 0.04% | 0.23% |
JANUS HENDERSON GROUP PLC | 02/14/2025 | 475,097 | $37.25 M | -7.23% | 0.22% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 467,000 | $36.61 M | 61.31% | 0.22% |
UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 463,577 | $36.34 M | 7.10% | 0.22% |
RHUMBLINE ADVISERS | 01/30/2025 | 461,887 | $36.21 M | -3.20% | 0.22% |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 02/14/2025 | 461,546 | $36.19 M | -26.24% | 0.21% |
NORGES BANK | 02/12/2025 | 453,059 | $35.52 M | 100.00% | 0.21% |
NEWEDGE WEALTH, LLC | 02/05/2025 | 450,139 | $35.29 M | 6.49% | 0.21% |
GOODHAVEN CAPITAL MANAGEMENT, LLC | 02/11/2025 | 449,558 | $35.25 M | 0.00% | 0.21% |
RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 447,990 | $35.12 M | 100.00% | 0.21% |
LOOMIS SAYLES & CO L P | 02/12/2025 | 446,447 | $35.00 M | -11.25% | 0.21% |
TWO SIGMA ADVISERS, LP | 02/14/2025 | 432,200 | $33.88 M | 53.92% | 0.20% |
Jefferies Financial Group Inc. institutional Ownership - FAQ's
During the previous two years, 708 institutional investors and hedge funds held shares of Jefferies Financial Group Inc.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 15.77 M
VANGUARD GROUP INC: 15.35 M
SUMITOMO MITSUI FINANCIAL GROUP, INC.: 9.25 M
CITIGROUP INC: 7.99 M
Allspring Global Investments Holdings, LLC: 6.17 M
ALLIANCEBERNSTEIN L.P.: 5.99 M
70.42% of Jefferies Financial Group Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 172.66 M shares in the last 24 months. This purchase volume represents approximately $14.04 B in transactions.