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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Ensign Peak Advisors, Inc | Sell | -71,104 | -21.4% | 261,245 | $16.19M | Q4 2025 | Aug 18, 2026 |
| Algert Global Llc | Buy | +4,790 | +2.7% | 181,670 | $11.26M | Q4 2025 | Aug 11, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +279,809 | — | 279,809 | $17.34M | Q4 2025 | May 12, 2026 |
| 1015 Capital Partners, Llc | Buy | +3 | — | 3 | $186.00 | Q4 2025 | May 11, 2026 |
| Alessandra Capital Management, Llc | Buy | +64,960 | — | 64,960 | $4.03M | Q4 2025 | Apr 30, 2026 |
| Purpose Unlimited Inc. | Buy | +850 | — | 850 | $52.67K | Q4 2025 | Mar 20, 2026 |
| Hsbc Holdings Plc | Buy | +12,084 | — | 12,084 | $750.03K | Q4 2025 | Mar 06, 2026 |
| Bayban | Buy | +67 | — | 67 | $4.15K | Q4 2025 | Mar 05, 2026 |
| Shp Wealth Management | Buy | +49 | — | 49 | $3.04K | Q4 2025 | Mar 04, 2026 |
| Midfirst Bank | Buy | +100 | — | 100 | $6.20K | Q4 2025 | Feb 25, 2026 |
| Bell Investment Advisors, Inc | Buy | +30 | — | 30 | $1.86K | Q4 2025 | Feb 24, 2026 |
| Beaird Harris Wealth Management, Llc | Buy | +5 | — | 5 | $310.00 | Q4 2025 | Feb 23, 2026 |
| Dean Capital Management | Buy | +29,603 | — | 29,603 | $1.83M | Q4 2025 | Feb 20, 2026 |
| Corient Private Wealth Llc | Buy | +44,583 | — | 44,583 | $2.76M | Q4 2025 | Feb 19, 2026 |
| Compound Planning, Inc. | Buy | +7,090 | — | 7,090 | $439.38K | Q4 2025 | Feb 19, 2026 |
| Connective Capital Management, Llc | Buy | +3,820 | — | 3,820 | $236.72K | Q4 2025 | Feb 19, 2026 |
| Mcguire Capital Advisors Inc | Buy | +20 | — | 20 | $1.24K | Q4 2025 | Feb 19, 2026 |
| Mercer Global Advisors Inc | Buy | +185,791 | — | 185,791 | $11.51M | Q4 2025 | Feb 18, 2026 |
| Raymond James Financial Inc | Buy | +72,638 | — | 72,638 | $4.50M | Q4 2025 | Feb 18, 2026 |
| State Of Tennessee, Department Of Treasury | Buy | +61,714 | — | 61,714 | $3.78M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +36,347 | — | 36,347 | $2.25M | Q4 2025 | Feb 18, 2026 |
| Vident Advisory, Llc | Buy | +6,644 | — | 6,644 | $411.75K | Q4 2025 | Feb 18, 2026 |
| Ep Wealth Advisors, Llc | Buy | +4,339 | — | 4,339 | $268.89K | Q4 2025 | Feb 18, 2026 |
| Caitlin John, Llc | Buy | +62 | — | 62 | $3.86K | Q4 2025 | Feb 18, 2026 |
| Alliancebernstein L.P. | Buy | +5,576,734 | — | 5,576,734 | $345.59M | Q4 2025 | Feb 17, 2026 |
| Eminence Capital, Lp | Buy | +3,812,615 | — | 3,812,615 | $236.27M | Q4 2025 | Feb 17, 2026 |
| Aqr Capital Management Llc | Buy | +3,412,301 | — | 3,412,301 | $211.46M | Q4 2025 | Feb 17, 2026 |
| First Pacific Advisors, Lp | Buy | +2,580,283 | — | 2,580,283 | $159.90M | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +1,723,143 | — | 1,723,143 | $106.78M | Q4 2025 | Feb 17, 2026 |
| Fmr Llc | Buy | +1,560,292 | — | 1,560,292 | $96.69M | Q4 2025 | Feb 17, 2026 |
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.
Related JEF Institutional Insights
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