Jefferies Financial Group Inc.
JEF- Exchange
- NYSE
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000096223
In the last 90 days, Jefferies Financial Group Inc. insiders filed 1 open-market purchase and 0 sales; 590 institutions reported holding it in 13F filings for Q2 2026, worth $6.83B in total; superinvestors Berkshire Hathaway and Chou Associates hold it.
13F holders, Q4 2024
Institutional positions in Jefferies Financial Group Inc. as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 584
- +57 vs. Q3 2024
- Shares held
- 152.5M
- +7.47M (+5.1%) vs. Q3 2024
- Total value
- $12.0B
- +$3.04B (+34.1%) vs. Q3 2024
- New holders
- 107
- 168 more added
- Sold out
- 50
- 213 more reduced
7 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting JEF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 590 | $6.83B |
| Q1 2026 | 561 | $5.89B |
| Q4 2025 | 597 | $9.16B |
| Q3 2025 | 570 | $9.44B |
| Q2 2025 | 557 | $7.89B |
| Q1 2025 | 564 | $7.64B |
| Q4 2024 | 584 | $12.0B |
| Q3 2024 | 534 | $8.94B |
| Q2 2024 | 493 | $6.76B |
| Q1 2024 | 480 | $5.74B |
| Q4 2023 | 475 | $5.22B |
| Q3 2023 | 439 | $4.80B |
| Q2 2023 | 429 | $4.50B |
| Q1 2023 | 464 | $4.69B |
| Q4 2022 | 471 | $5.20B |
| Q3 2022 | 423 | $4.51B |
| Q2 2022 | 428 | $4.35B |
| Q1 2022 | 473 | $5.46B |
| Q4 2021 | 505 | $6.48B |
| Q3 2021 | 474 | $6.34B |
| Q2 2021 | 433 | $5.85B |
| Q1 2021 | 451 | $5.16B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Jefferies Financial Group Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Albion Financial Group | 1,260 | $98.8K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,301 | $102.0K | 0.00% | −218−14.4% | Reduced |
| Geneos Wealth Management Inc. | 1,337 | $104.8K | 0.00% | 00.0% | Unchanged |
| Caas Capital Management LP | 1,370 | $107.4K | 0.09% | +1,370 | New |
| Cullen/Frost Bankers, Inc. | 1,472 | $115.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,682 | $132.0K | 0.00% | −116−6.5% | Reduced |
| SG Americas Securities, LLC | 1,732 | $136.0K | 0.00% | −8,940−83.8% | Reduced |
| Parallel Advisors, LLC | 1,776 | $139.2K | 0.00% | −16−0.9% | Reduced |
| Gordian Capital Singapore Pte Ltd | 1,800 | $141.1K | 0.07% | +1,800 | New |
| Glen Eagle Advisors, LLC | 1,835 | $143.9K | 0.02% | −199−9.8% | Reduced |
| Harbour Investments, Inc. | 1,846 | $144.7K | 0.00% | +120+7.0% | Added |
| Spire Wealth Management | 1,970 | $154.4K | 0.00% | −840−29.9% | Reduced |
| Bessemer Group Inc | 2,030 | $159.0K | 0.00% | +230+12.8% | Added |
| Amundi | 2,088 | $166.4K | 0.00% | −639,893−99.7% | Reduced |
| Ridgewood Investments LLC | 2,200 | $172.5K | 0.08% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 2,250 | $176.4K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,524 | $197.9K | 0.00% | −245−8.8% | Reduced |
| Mesirow Financial Investment Management, Inc. | 2,559 | $200.6K | 0.00% | +2,559 | New |
| Assetmark, Inc | 2,584 | $202.6K | 0.00% | +2,332+925.4% | Added |
| Lake Street Advisors Group, LLC | 2,594 | $203.4K | 0.01% | +2,594 | New |
| Williams Jones Wealth Management, LLC. | 2,600 | $203.8K | 0.00% | −2,101−44.7% | Reduced |
| Colonial Trust Co | 2,618 | $205.3K | 0.03% | +40+1.6% | Added |
| CFC Planning Co LLC | 2,640 | $207.0K | 0.22% | +2,640 | New |
| Ossiam | 2,664 | $208.9K | 0.00% | −465−14.9% | Reduced |
| Prospera Financial Services Inc | 2,663 | $208.9K | 0.00% | +2,663 | New |
| Wexford Capital LP | 2,691 | $211.0K | 0.05% | +2,691 | New |
| Compass Wealth Management LLC | 2,700 | $211.7K | 0.05% | −300−10.0% | Reduced |
| TD Private Client Wealth LLC | 2,708 | $212.3K | 0.01% | +2,708 | New |
| Lake Street Financial LLC | 2,750 | $215.6K | 0.03% | +2,750 | New |
| TownSquare Capital, LLC | 2,756 | $216.1K | 0.00% | +2,756 | New |
| Vise Technologies, Inc. | 2,785 | $218.3K | 0.02% | +2,785 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,788 | $218.6K | 0.01% | +2,788 | New |
| Altfest L J & Co Inc | 2,812 | $220.5K | 0.03% | +2,812 | New |
| Neville Rodie & Shaw Inc | 2,813 | $221.0K | 0.02% | +2,813 | New |
| Twin Focus Capital Partners, LLC | 2,835 | $222.3K | 0.03% | +2,835 | New |
| CoreCap Advisors, LLC | 2,842 | $222.8K | 0.01% | +200+7.6% | Added |
| Eagle Ridge Investment Management | 2,850 | $223.4K | 0.02% | +2,850 | New |
| Lakeview Capital Partners, LLC | 2,856 | $223.9K | 0.05% | +2,856 | New |
| Sage Rhino Capital LLC | 2,884 | $226.1K | 0.05% | +2,884 | New |
| Wealth Architects, LLC | 2,896 | $227.0K | 0.03% | +2,896 | New |
| Newbridge Financial Services Group, Inc. | 2,900 | $227.4K | 0.06% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,911 | $228.2K | 0.01% | +2,839+3,943.1% | Added |
| Guggenheim Capital LLC | 2,912 | $228.3K | 0.00% | −300,079−99.0% | Reduced |
| Quadrant Capital Group LLC | 2,960 | $232.1K | 0.02% | +161+5.8% | Added |
| Infrastructure Capital Advisors, LLC | 2,961 | $232.1K | 0.03% | +2,961 | New |
| Phillips Wealth Planners LLC | 3,284 | $234.7K | 0.23% | −7−0.2% | Reduced |
| Americana Partners, LLC | 3,000 | $235.2K | 0.01% | −561−15.8% | Reduced |
| Motley Fool Asset Management LLC | 3,026 | $237.2K | 0.01% | +3,026 | New |
| Nwam LLC | 3,030 | $237.6K | 0.01% | +3,030 | New |
| DnB Asset Management AS | 3,039 | $238.3K | 0.00% | +3,039 | New |
| Keystone Investors Pte Ltd | 3,102 | $243.2K | 0.02% | +3,102 | New |
| 111 Capital | 3,109 | $243.7K | 0.05% | +3,109 | New |
| Vestmark Advisory Solutions, Inc. | 3,122 | $244.8K | 0.01% | +3,122 | New |
| Allworth Financial LP | 3,218 | $247.4K | 0.00% | +1,995+163.1% | Added |
| Steward Partners Investment Advisory, LLC | 3,175 | $248.9K | 0.00% | +375+13.4% | Added |
| Atria Investments LLC | 3,193 | $250.3K | 0.00% | +3,193 | New |
| Williamson Legacy Group, LLC | 3,229 | $253.2K | 0.17% | +3,229 | New |
| Advisory Services Network, LLC | 3,298 | $258.6K | 0.00% | +3,298 | New |
| Harvest Fund Management Co., Ltd | 3,306 | $259.0K | 0.01% | +3,230+4,250.0% | Added |
| Everence Capital Management Inc | 3,340 | $262.0K | 0.02% | +3,340 | New |
| Pallas Capital Advisors LLC | 3,391 | $265.9K | 0.01% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 3,405 | $266.9K | 0.01% | +3,405 | New |
| Fox Run Management, L.L.C. | 3,419 | $268.1K | 0.05% | −8,608−71.6% | Reduced |
| VSM Wealth Advisory, LLC | 3,420 | $268.1K | 0.10% | +3,420 | New |
| United Capital Financial Advisers, LLC | 3,485 | $273.2K | 0.00% | +16+0.5% | Added |
| Ground Swell Capital, LLC | 3,564 | $279.4K | 0.61% | +3,564 | New |
| Capstone Investment Advisors, LLC | 3,570 | $279.9K | 0.00% | −414−10.4% | Reduced |
| Hamilton Capital Partners Inc. | 3,572 | $280.0K | 0.02% | −558−13.5% | Reduced |
| Ieq Capital, LLC | 3,616 | $283.5K | 0.00% | +3,616 | New |
| Quantessence Capital LLC | 3,623 | $284.0K | 0.12% | +3,623 | New |
| HM Payson & Co | 3,700 | $290.1K | 0.00% | −100−2.6% | Reduced |
| Rafferty Asset Management, LLC | 3,708 | $290.7K | 0.00% | −35−0.9% | Reduced |
| Blankinship & Foster, LLC | 3,741 | $293.3K | 0.07% | −405−9.8% | Reduced |
| Ronald Blue Trust, Inc. | 3,797 | $297.7K | 0.00% | −1,253−24.8% | Reduced |
| Evergreen Capital Management LLC | 3,801 | $298.0K | 0.01% | +3,801 | New |
| West Michigan Advisors, LLC | 3,821 | $299.6K | 0.09% | +3,821 | New |
| RSM US Wealth Management LLC | 3,820 | $301.3K | 0.00% | −1,237−24.5% | Reduced |
| CAPROCK Group, Inc. | 3,844 | $301.4K | 0.01% | +165+4.5% | Added |
| Kovitz Investment Group Partners, LLC | 3,850 | $301.9K | 0.00% | −62−1.6% | Reduced |
| Belmont Capital, LLC | 3,863 | $302.9K | 0.05% | −157−3.9% | Reduced |
| Profund Advisors LLC | 3,876 | $303.9K | 0.01% | −238−5.8% | Reduced |
| Carlson Capital Management | 3,876 | $303.9K | 0.01% | −124−3.1% | Reduced |
| Tiaa Trust, National Association | 3,876 | $303.9K | 0.00% | −114−2.9% | Reduced |
| Creekside Partners | 3,910 | $306.5K | 0.16% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 3,945 | $309.3K | 0.00% | +3,945 | New |
| Meiji Yasuda Asset Management Co Ltd. | 3,962 | $310.6K | 0.01% | −33−0.8% | Reduced |
| Dark Forest Capital Management LP | 4,016 | $314.9K | 0.05% | +4,016 | New |
| Diligent Investors, LLC | 4,100 | $321.4K | 0.07% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 4,154 | $326.0K | 0.00% | +4,154 | New |
| Sanders Morris Harris LLC | 4,200 | $331.2K | 0.05% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 4,325 | $339.1K | 0.01% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 4,327 | $339.2K | 0.00% | −141−3.2% | Reduced |
| Sage Capital Management, LLC | 4,379 | $343.4K | 0.17% | −2,181−33.2% | Reduced |
| Silver Oak Securities, Inc | 4,361 | $343.9K | 0.03% | +4,361 | New |
| Change Path, LLC | 4,462 | $349.8K | 0.01% | +4,462 | New |
| Pitcairn Co | 4,496 | $352.5K | 0.02% | −327−6.8% | Reduced |
| Ritholtz Wealth Management | 4,509 | $353.5K | 0.01% | +794+21.4% | Added |
| Baader Bank INC | 4,576 | $358.1K | 0.03% | +4,576 | New |
| Vestor Capital, LLC | 4,646 | $364.0K | 0.03% | 00.0% | Unchanged |
| Ellevest, Inc. | 4,663 | $365.6K | 0.02% | +780+20.1% | Added |