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 |
|---|---|---|---|---|---|
| Paradigm Financial Partners, LLC | 4,730 | $370.8K | 0.05% | +505+12.0% | Added |
| Signaturefd, LLC | 4,740 | $371.7K | 0.01% | −252−5.0% | Reduced |
| Buckingham Strategic Partners | 4,807 | $376.9K | 0.01% | +4,807 | New |
| USA Financial Portformulas Corp | 4,891 | $383.5K | 0.06% | −733−13.0% | Reduced |
| Pure Financial Advisors, Inc. | 5,003 | $392.2K | 0.01% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 5,066 | $397.2K | 0.00% | −1,296−20.4% | Reduced |
| Checchi Capital Advisers, LLC | 5,089 | $399.0K | 0.03% | −1,617−24.1% | Reduced |
| MKT Advisors LLC | 5,275 | $399.6K | 0.17% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 5,143 | $403.2K | 0.01% | +1,608+45.5% | Added |
| Maven Securities LTD | 5,200 | $407.7K | 0.07% | +5,200 | New |
| Penn Mutual Asset Management, LLC | 5,225 | $409.6K | 0.74% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 5,338 | $418.5K | 0.04% | +5,338 | New |
| HB Wealth Management, LLC | 5,391 | $422.7K | 0.00% | +5,391 | New |
| M.E. Allison & Co., Inc. | 5,400 | $423.4K | 0.47% | +5,400 | New |
| Fifth Third Wealth Advisors LLC | 5,421 | $425.0K | 0.02% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 5,593 | $438.5K | 0.00% | +5,593 | New |
| Whitener Capital Management, Inc. | 5,595 | $438.6K | 0.12% | −300−5.1% | Reduced |
| Alaska Permanent Fund Corp | 5,622 | $440.8K | 0.01% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 5,661 | $443.8K | 0.08% | −28−0.5% | Reduced |
| NorthRock Partners, LLC | 5,741 | $450.1K | 0.01% | +9+0.2% | Added |
| BFSG, LLC | 5,764 | $451.9K | 0.05% | −2,592−31.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,824 | $456.6K | 0.01% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 5,947 | $466.2K | 0.02% | +22+0.4% | Added |
| Searle & Co. | 6,000 | $470.4K | 0.14% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 6,000 | $470.4K | 0.07% | 00.0% | Unchanged |
| Aspiriant, LLC | 6,076 | $476.4K | 0.02% | +20.0% | Added |
| PFG Investments, LLC | 6,078 | $476.5K | 0.03% | +11+0.2% | Added |
| Truist Financial Corp | 6,118 | $479.7K | 0.00% | +1,230+25.2% | Added |
| HRT Financial LP | 6,128 | $480.0K | 0.00% | −140,831−95.8% | Reduced |
| Kingsview Wealth Management, LLC | 6,126 | $480.3K | 0.01% | −15−0.2% | Reduced |
| Shelton Capital Management | 6,127 | $480.4K | 0.01% | −579−8.6% | Reduced |
| Country Club Bank | 6,200 | $489.0K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 6,281 | $492.4K | 0.05% | +322+5.4% | Added |
| Maple Capital Management, Inc. | 6,316 | $495.2K | 0.04% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 6,320 | $495.5K | 0.05% | +55+0.9% | Added |
| Vident Advisory, LLC | 6,367 | $499.2K | 0.01% | −331−4.9% | Reduced |
| Simplex Trading, LLC | 6,397 | $501.0K | 0.01% | +3,488+119.9% | Added |
| Ibex Wealth Advisors | 6,420 | $503.4K | 0.06% | −38,628−85.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 6,445 | $505.3K | 0.01% | 00.0% | Unchanged |
| Net Worth Advisory Group | 6,488 | $508.7K | 0.15% | +62+1.0% | Added |
| AdvisorShares Investments LLC | 6,500 | $509.6K | 0.10% | +6,500 | New |
| CIBC Asset Management Inc | 6,507 | $510.1K | 0.00% | +345+5.6% | Added |
| Greenleaf Trust | 6,554 | $513.8K | 0.00% | +179+2.8% | Added |
| Cooper Financial Group | 6,686 | $524.2K | 0.06% | +29+0.4% | Added |
| Farringdon Capital, Ltd. | 6,782 | $531.7K | 0.22% | +6,782 | New |
| Petra Financial Advisors Inc | 6,850 | $537.0K | 0.37% | +6,850 | New |
| Atomi Financial Group, Inc. | 7,012 | $549.7K | 0.03% | +352+5.3% | Added |
| Shell Asset Management Co | 7,095 | $556.0K | 0.02% | −9−0.1% | Reduced |
| HighPoint Advisor Group LLC | 7,861 | $565.4K | 0.03% | +7,861 | New |
| Apexium Financial, LP | 7,263 | $569.4K | 0.03% | +100+1.4% | Added |
| Ofi Invest Asset Management | 7,581 | $574.0K | 0.01% | +7,581 | New |
| Boston Trust Walden Corp | 7,500 | $588.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 7,546 | $591.6K | 0.08% | 00.0% | Unchanged |
| Alteri Wealth LLC | 7,562 | $592.9K | 0.16% | +7,562 | New |
| ProShare Advisors LLC | 7,595 | $595.4K | 0.00% | +518+7.3% | Added |
| Forum Financial Management, LP | 7,722 | $605.4K | 0.01% | +432+5.9% | Added |
| Meeder Advisory Services, Inc. | 7,774 | $609.5K | 0.04% | +289+3.9% | Added |
| DekaBank Deutsche Girozentrale | 7,864 | $614.0K | 0.00% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 7,842 | $614.8K | 0.01% | −20,282−72.1% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 8,017 | $628.5K | 0.38% | +8,017 | New |
| Umb Bank N A | 8,069 | $632.6K | 0.01% | −11−0.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 8,166 | $640.2K | 0.00% | +1,381+20.4% | Added |
| Western Wealth Management, LLC | 8,216 | $644.2K | 0.03% | +32+0.4% | Added |
| Sterling Capital Management LLC | 8,223 | $644.7K | 0.01% | +2,590+46.0% | Added |
| Ci Investments Inc. | 8,227 | $645.0K | 0.00% | −1,506−15.5% | Reduced |
| Pinnacle Associates Ltd | 8,416 | $659.8K | 0.01% | −1,801−17.6% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 8,652 | $678.3K | 0.12% | 00.0% | Unchanged |
| Simmons Bank | 8,668 | $679.6K | 0.05% | +351+4.2% | Added |
| WR Wealth Planners, LLC | 9,017 | $706.9K | 0.23% | +9,017 | New |
| Stephens Inc | 9,080 | $711.9K | 0.01% | +2,471+37.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 9,187 | $720.0K | 0.00% | −1,119−10.9% | Reduced |
| Gsa Capital Partners LLP | 9,245 | $725.0K | 0.05% | +3,851+71.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,347 | $732.8K | 0.11% | −28−0.3% | Reduced |
| Winton Group Ltd | 9,511 | $745.7K | 0.05% | +9,511 | New |
| Maryland State Retirement & Pension System | 9,660 | $757.3K | 0.02% | −614−6.0% | Reduced |
| Man Group plc | 9,688 | $759.5K | 0.00% | −80,912−89.3% | Reduced |
| Algert Global LLC | 9,748 | $764.2K | 0.02% | −115,134−92.2% | Reduced |
| Friedenthal Financial | 9,845 | $771.8K | 0.45% | +9,845 | New |
| Am Investment Strategies LLC | 10,000 | $784.0K | 0.19% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 10,033 | $786.6K | 0.38% | −9−0.1% | Reduced |
| Plato Investment Management Ltd | 10,009 | $787.6K | 0.06% | +10,009 | New |
| United Services Automobile Association | 10,338 | $810.5K | 0.03% | −155−1.5% | Reduced |
| Sylvest Advisors, LLC | 10,361 | $812.3K | 0.50% | +10,361 | New |
| Monetary Management Group Inc | 10,400 | $815.4K | 0.21% | 00.0% | Unchanged |
| FORA Capital, LLC | 10,439 | $818.4K | 0.09% | +10,439 | New |
| Farther Finance Advisors, LLC | 10,645 | $834.6K | 0.03% | −341−3.1% | Reduced |
| HSBC Holdings PLC | 10,802 | $852.0K | 0.00% | +7,120+193.4% | Added |
| Chou Associates Management Inc.SuperinvestorChou Associates | 10,987 | $861.4K | 0.59% | 00.0% | Unchanged |
| Connable Office Inc | 11,200 | $878.1K | 0.09% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 11,967 | $938.2K | 0.00% | +11,967 | New |
| Crossmark Global Holdings, Inc. | 12,202 | $956.0K | 0.02% | +361+3.0% | Added |
| Scientech Research LLC | 12,194 | $956.0K | 0.27% | +12,194 | New |
| Securian Asset Management, Inc | 12,272 | $962.1K | 0.03% | −351−2.8% | Reduced |
| Danske Bank A/S | 12,388 | $971.2K | 0.00% | −493−3.8% | Reduced |
| Roberts Capital Advisors, LLC | 12,594 | $987.4K | 0.83% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 12,600 | $987.8K | 0.01% | −1,745−12.2% | Reduced |
| Prudential Financial Inc | 12,701 | $995.8K | 0.00% | −1,799−12.4% | Reduced |
| Mariner, LLC | 13,273 | $1.04M | 0.00% | +1,487+12.6% | Added |
| Coldstream Capital Management Inc | 13,553 | $1.06M | 0.02% | +2,463+22.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 13,645 | $1.07M | 0.07% | +13,645 | New |