JEFFERIES FINANCIAL GROUP IN (JEF) Institutional Ownership Changes & 13F Activity

JEFFERIES FINANCIAL GROUP IN (JEF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Alliancebernstein L.P., Eminence Capital, Lp, Aqr Capital Management Llc, First Pacific Advisors, Lp, and Bank Of America Corp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Ensign Peak Advisors, IncSell-71,104-21.4%261,245$16.19MQ4 2025Aug 18, 2026
Algert Global LlcBuy+4,790+2.7%181,670$11.26MQ4 2025Aug 11, 2026
Strategic Wealth Partners, Ltd.Buy+279,809—279,809$17.34MQ4 2025May 12, 2026
1015 Capital Partners, LlcBuy+3—3$186.00Q4 2025May 11, 2026
Alessandra Capital Management, LlcBuy+64,960—64,960$4.03MQ4 2025Apr 30, 2026
Purpose Unlimited Inc.Buy+850—850$52.67KQ4 2025Mar 20, 2026
Hsbc Holdings PlcBuy+12,084—12,084$750.03KQ4 2025Mar 06, 2026
BaybanBuy+67—67$4.15KQ4 2025Mar 05, 2026
Shp Wealth ManagementBuy+49—49$3.04KQ4 2025Mar 04, 2026
Midfirst BankBuy+100—100$6.20KQ4 2025Feb 25, 2026
Bell Investment Advisors, IncBuy+30—30$1.86KQ4 2025Feb 24, 2026
Beaird Harris Wealth Management, LlcBuy+5—5$310.00Q4 2025Feb 23, 2026
Dean Capital ManagementBuy+29,603—29,603$1.83MQ4 2025Feb 20, 2026
Corient Private Wealth LlcBuy+44,583—44,583$2.76MQ4 2025Feb 19, 2026
Compound Planning, Inc.Buy+7,090—7,090$439.38KQ4 2025Feb 19, 2026
Connective Capital Management, LlcBuy+3,820—3,820$236.72KQ4 2025Feb 19, 2026
Mcguire Capital Advisors IncBuy+20—20$1.24KQ4 2025Feb 19, 2026
Mercer Global Advisors IncBuy+185,791—185,791$11.51MQ4 2025Feb 18, 2026
Raymond James Financial IncBuy+72,638—72,638$4.50MQ4 2025Feb 18, 2026
State Of Tennessee, Department Of TreasuryBuy+61,714—61,714$3.78MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+36,347—36,347$2.25MQ4 2025Feb 18, 2026
Vident Advisory, LlcBuy+6,644—6,644$411.75KQ4 2025Feb 18, 2026
Ep Wealth Advisors, LlcBuy+4,339—4,339$268.89KQ4 2025Feb 18, 2026
Caitlin John, LlcBuy+62—62$3.86KQ4 2025Feb 18, 2026
Alliancebernstein L.P.Buy+5,576,734—5,576,734$345.59MQ4 2025Feb 17, 2026
Eminence Capital, LpBuy+3,812,615—3,812,615$236.27MQ4 2025Feb 17, 2026
Aqr Capital Management LlcBuy+3,412,301—3,412,301$211.46MQ4 2025Feb 17, 2026
First Pacific Advisors, LpBuy+2,580,283—2,580,283$159.90MQ4 2025Feb 17, 2026
Bank Of America CorpBuy+1,723,143—1,723,143$106.78MQ4 2025Feb 17, 2026
Fmr LlcBuy+1,560,292—1,560,292$96.69MQ4 2025Feb 17, 2026
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Frequently asked questions about JEF activity

  • Which institutional owners are buying JEF?

    Institutional owners buying JEF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in JEF activity?

    "Buy" means an investor increased their reported position in JEF compared to the prior reporting period. This reflects growing exposure to JEFFERIES FINANCIAL GROUP IN (JEF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in JEF increasing?

    Institutional interest in JEF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.