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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 62.25% institutional investors, 21.56% insiders, and 16.19% retail investors. Blackrock is the largest institutional shareholder, holding 7.29% of JEF shares. Allspring Special US Mid Cap Value Eq is the top mutual fund, with 2.63% of its assets in Jefferies Financial Group shares.

JEF Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockJefferies Financial Group62.25%21.56%16.19%
SectorFinancial Services Stocks 49.66%13.98%36.36%
IndustryCapital Markets Stocks43.37%15.77%40.86%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock16.04M7.29%$797.99M
Vanguard group15.69M7.13%$780.91M
Allspring global investments7.05M3.20%$350.80M
First pacific advisors, lp5.41M2.46%$269.21M
State street5.12M2.33%$255.00M
Dimensional fund advisors lp4.23M1.92%$210.59M
Barrow hanley mewhinney & strauss3.40M1.54%$169.00M
Geode capital management2.85M1.30%$142.07M
Donald smith2.49M1.13%$124.13M
Alliancebernstein2.47M1.12%$122.93M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Moerus capital management1.07M19.22%$53.25M
Goodhaven capital management449.56K8.21%$22.37M
Merrion investment management214.31K7.33%$10.66M
Mraz, amerine & associates555.25K5.68%$27.63M
Private capital management771.13K4.46%$38.37M
Epacria capital partners107.48K3.92%$5.35M
Rock point advisors262.52K3.92%$13.06M
First pacific advisors, lp5.41M3.64%$269.21M
Ervin investment management95.15K3.28%$4.73M
Robotti robert411.21K3.21%$20.46M

Top Buyers

HolderShares% AssetsChange
Norges bank2.30M0.02%2.30M
Citigroup2.12M0.07%2.11M
Artemis investment management llp1.17M0.78%1.17M
Amundi1.11M0.02%1.11M
Allspring global investments7.05M0.57%936.42K

Top Sellers

HolderShares% AssetsChange
Marshall wace, llp---1.95M
Burgundy asset management---1.07M
Alliancebernstein2.47M0.04%-780.07K
Millennium management689.56K0.02%-586.51K
Cinctive capital management lp61.35K0.15%-499.62K

New Positions

HolderShares% AssetsChangeValue
Norges bank2.30M0.02%2.30M$114.48M
Artemis investment management llp1.17M0.78%1.17M$58.21M
Amundi1.11M0.02%1.11M$56.61M
Migdal insurance & financial425.00K0.35%425.00K$21.15M
Corebridge financial215.27K0.06%215.27K$10.71M

Sold Out

HolderChange
Transamerica financial advisors-1.00
Cape investment advisory-1.00
Creekmur asset management-6.00
Sandy spring bank-12.00
Tfo-tdc-14.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Sep 30, 20234441.37%128,589,454-5.62%561.78%1753.55%155-4.91%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Allspring Special US Mid Cap Value Eq5.41M2.63%-420.50K
Allspring Special Mid Cap Value Inst5.41M2.63%-
iShares Core S&P Mid-Cap ETF5.11M2.49%2.77K
FPA Contrarian Value4.70M2.29%-
Vanguard Total Stock Mkt Idx Inv4.57M2.22%-17.24K
Vanguard Small Cap Index3.61M1.76%7.05K
FPA Crescent3.39M1.65%-1.31M
Vanguard Small Cap Value Index Inv2.44M1.19%-840.00
Vanguard Institutional Extnd Mkt Idx Tr2.41M1.17%-13.68K
HGK Fixed Income Pension Co1.93M0.94%-

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
2024 Q416
2024 Q31-
2024 Q2-4
2024 Q1--
2023 Q4--

JEF Ownership FAQ

Who Owns Jefferies Financial Group?

Jefferies Financial Group shareholders are primarily institutional investors at 62.25%, followed by 21.56% insiders and 16.19% retail investors. The average institutional ownership in Jefferies Financial Group's industry, Capital Markets Stocks, is 43.37%, which Jefferies Financial Group exceeds.

Who owns the most shares of Jefferies Financial Group?

Jefferies Financial Group’s largest shareholders are Blackrock (16.04M shares, 7.29%), Vanguard group (15.69M shares, 7.13%), and Allspring global investments (7.05M shares, 3.20%). Together, they hold 17.63% 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?

Moerus capital management is Jefferies Financial Group’s biggest shareholder by percentage of total assets invested, with 19.22% of its assets in 1.07M Jefferies Financial Group shares, valued at 53.25M$.

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

Allspring Special US Mid Cap Value Eq is the top mutual fund holder of Jefferies Financial Group shares, with 2.63% of its total shares outstanding invested in 5.41M Jefferies Financial Group shares.

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