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Jefferies Financial Group Ownership | Who Owns Jefferies Financial Group?

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Jefferies Financial Group Ownership Summary

Jefferies Financial Group is owned by 58.36% institutional investors, 26.08% insiders, and 15.57% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 7.36% of JEF shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 2.58% of its assets in Jefferies Financial Group shares.

JEF Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockJefferies Financial Group58.36%26.08%15.57%
SectorFinancial Services Stocks 40.29%14.61%45.11%
IndustryCapital Markets Stocks34.70%18.00%47.30%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de15.77M7.36%$1.24B
Blackrock16.04M7.29%$797.99M
Vanguard group15.35M7.16%$1.20B
Sumitomo mitsui financial group9.25M4.31%$724.97M
Citigroup7.99M3.73%$626.80M
Allspring global investments6.17M2.88%$487.18M
Alliancebernstein5.99M2.79%$469.52M
Fmr5.38M2.51%$421.88M
Invesco5.29M2.47%$415.03M
State street5.12M2.33%$255.00M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Massachusetts mutual life insurance4.66M20.43%$364.97M
Moerus capital management640.20K18.32%$50.19M
Merrion investment management211.71K11.55%$16.60M
Goodhaven capital management449.56K11.37%$35.25M
Sumitomo mitsui financial group9.25M9.66%$724.97M
Mraz, amerine & associates538.70K7.52%$42.23M
Robotti robert407.84K5.61%$31.97M
Rock point advisors207.05K4.73%$16.23M
Ervin investment management35.15K4.29%$6.65M
Private capital management516.02K4.24%$40.46M

Top Buyers

HolderShares% AssetsChange
Sumitomo mitsui financial group9.25M9.66%9.25M
Citigroup7.99M0.37%6.39M
Alliancebernstein5.99M0.16%3.68M
Fmr5.38M0.03%2.09M
Jpmorgan chase3.94M0.02%1.44M

Top Sellers

HolderShares% AssetsChange
Donald smith---1.15M
First pacific advisors, lp2.80M3.14%-1.11M
Burgundy asset management---1.07M
Balyasny asset management134.09K0.02%-745.42K
Dimensional fund advisors lp3.14M0.06%-587.42K

New Positions

HolderShares% AssetsChangeValue
Sumitomo mitsui financial group9.25M9.66%9.25M$724.97M
Amundi1.11M0.02%1.11M$56.61M
Norges bank453.06K0.00%453.06K$35.52M
Raymond james financial447.99K0.01%447.99K$35.12M
Migdal insurance & financial425.00K0.35%425.00K$21.15M

Sold Out

HolderChange
Cape investment advisory-1.00
Transamerica financial advisors-1.00
Mendota financial group-2.00
Raleigh capital management-5.00
Creekmur asset management-6.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2024418-24.28%125,146,184-6.76%581.49%199-13.10%141-27.69%
Sep 30, 202454610.08%133,503,585-1.71%621.63%2282.70%19333.10%
Jun 30, 2024491-0.20%135,611,8915.95%611.82%2196.83%144-12.20%
Mar 31, 20244922.07%128,001,766-0.66%581.90%2051.99%164-7.34%
Dec 31, 20234828.56%128,847,5870.20%551.75%20114.86%17714.19%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Mid-Cap ETF5.32M2.58%9.31K
Allspring Special Mid Cap Value Inst5.31M2.58%-
Allspring Mid Value SMA5.09M2.48%5.09M
Allspring Special US Mid Cap Value Eq5.09M2.48%-313.40K
Vanguard US Total Market Shares ETF4.59M2.22%-100.47K
Vanguard Total Stock Mkt Idx Inv4.53M2.19%25.32K
Vanguard Small Cap Index3.67M1.78%3.02K
FPA Contrarian Value3.39M1.64%-1.31M
FPA Crescent2.47M1.20%-915.83K
Vanguard Institutional Extnd Mkt Idx Tr2.46M1.20%6.81K

Recent Insider Transactions

DateNameRoleActivityValue
Nov 14, 2024STEINBERG JOSEPH S Chairman of the BoardBuy$7.45K
Nov 06, 2024FRIEDMAN BRIAN P PresidentSell$25.20M
Nov 06, 2024FRIEDMAN BRIAN P PresidentSell$3.19M
Nov 06, 2024HANDLER RICHARD B CEOSell$28.90M
Oct 31, 2024BEYER ROBERT D-Sell$2.96M

Insider Transactions Trends

DateBuySell
2025 Q1--
2024 Q416
2024 Q31-
2024 Q2-4
2024 Q1--

JEF Ownership FAQ

Who Owns Jefferies Financial Group?

Jefferies Financial Group shareholders are primarily institutional investors at 58.36%, followed by 26.08% insiders and 15.56% retail investors. The average institutional ownership in Jefferies Financial Group's industry, Capital Markets Stocks, is 34.70%, which Jefferies Financial Group exceeds.

Who owns the most shares of Jefferies Financial Group?

Jefferies Financial Group’s largest shareholders are Blackrock funding, inc. /de (15.77M shares, 7.36%), Blackrock (16.04M shares, 7.29%), and Vanguard group (15.35M shares, 7.16%). Together, they hold 21.81% of Jefferies Financial Group’s total shares outstanding.

Does Blackrock own Jefferies Financial Group?

Yes, BlackRock owns 7.29% of Jefferies Financial Group, totaling 16.04M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 797.99M$. In the last quarter, BlackRock increased its holdings by 293.79K shares, a 1.87% change.

Who is Jefferies Financial Group’s biggest shareholder by percentage of total assets invested?

Massachusetts mutual life insurance is Jefferies Financial Group’s biggest shareholder by percentage of total assets invested, with 20.43% of its assets in 4.66M Jefferies Financial Group shares, valued at 364.97M$.

Who is the top mutual fund holder of Jefferies Financial Group shares?

iShares Core S&P Mid-Cap ETF is the top mutual fund holder of Jefferies Financial Group shares, with 2.58% of its total shares outstanding invested in 5.32M Jefferies Financial Group shares.

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