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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. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 2.57% 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 86.48%14.02%-0.50%
IndustryCapital Markets Stocks44.07%16.08%39.86%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock16.04M7.29%$797.99M
Vanguard group15.69M7.13%$780.91M
Allspring global investments6.17M2.88%$487.18M
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
Merrion investment management211.71K11.55%$16.60M
Goodhaven capital management449.56K8.21%$22.37M
Mraz, amerine & associates555.25K5.68%$27.63M
Private capital management771.13K4.46%$38.37M
Ervin investment management35.15K4.29%$6.65M
Epacria capital partners107.48K3.92%$5.35M
Rock point advisors262.52K3.92%$13.06M
First pacific advisors, lp5.41M3.64%$269.21M
Miller howard investments inc /ny1.32M3.40%$103.35M

Top Buyers

HolderShares% AssetsChange
Norges bank2.30M0.02%2.30M
Citigroup2.12M0.07%2.11M
Amundi1.11M0.02%1.11M
Assenagon asset management802.37K0.10%490.39K
Two sigma investments, lp623.95K0.07%438.50K

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
Amundi1.11M0.02%1.11M$56.61M
Migdal insurance & financial425.00K0.35%425.00K$21.15M
Corebridge financial215.27K0.06%215.27K$10.71M
Lee danner & bass117.74K0.45%117.74K$5.86M

Sold Out

HolderChange
Transamerica financial advisors-1.00
Cape investment advisory-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 %
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
iShares Core S&P Mid-Cap ETF5.29M2.57%17.47K
Allspring Mid Value SMA5.09M2.48%5.09M
Allspring Special US Mid Cap Value Eq5.09M2.48%-313.40K
Allspring Special Mid Cap Value Inst5.09M2.48%-313.40K
FPA Contrarian Value4.70M2.29%-
Vanguard Total Stock Mkt Idx Inv4.49M2.18%-58.91K
Vanguard Small Cap Index3.66M1.78%33.24K
FPA Crescent2.47M1.20%-915.83K
Vanguard Institutional Extnd Mkt Idx Tr2.45M1.19%15.66K
Vanguard Small Cap Value Index Inv2.43M1.18%-21.41K

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 44.07%, 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 (6.17M shares, 2.88%). Together, they hold 17.30% 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?

iShares Core S&P Mid-Cap ETF is the top mutual fund holder of Jefferies Financial Group shares, with 2.57% of its total shares outstanding invested in 5.29M Jefferies Financial Group shares.

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