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 |
|---|---|---|---|---|---|
| Calamos Advisors LLC | 13,818 | $1.08M | 0.00% | +3,091+28.8% | Added |
| Redmont Wealth Advisors LLC | 13,829 | $1.08M | 1.87% | −1,401−9.2% | Reduced |
| Tower Research Capital LLC (TRC) | 13,998 | $1.10M | 0.02% | −1,653−10.6% | Reduced |
| Equitable Trust Co | 14,085 | $1.10M | 0.06% | −2,835−16.8% | Reduced |
| Avantax Advisory Services, Inc. | 14,088 | $1.10M | 0.01% | +6,159+77.7% | Added |
| Catalyst Financial Partners LLC | 14,102 | $1.11M | 0.21% | +45+0.3% | Added |
| Jefferies Financial Group Inc. | 14,133 | $1.11M | 0.01% | +1,090+8.4% | Added |
| Thoma Capital Management LLC | 14,413 | $1.13M | 0.77% | +14,413 | New |
| KWMG, LLC | 14,477 | $1.14M | 0.12% | −1,090−7.0% | Reduced |
| Lazard Asset Management LLC | 14,512 | $1.14M | 0.00% | −61−0.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 14,496 | $1.14M | 0.00% | +14,496 | New |
| Ancora Advisors, LLC | 14,775 | $1.16M | 0.03% | −325−2.2% | Reduced |
| Citadel Investment Advisory, Inc. | 14,785 | $1.16M | 0.60% | −100−0.7% | Reduced |
| Fulton Bank, N.A. | 14,812 | $1.16M | 0.04% | −12−0.1% | Reduced |
| Shelton Wealth Management, LLC | 14,865 | $1.17M | 0.64% | −995−6.3% | Reduced |
| Harbor Advisors LLC | 15,000 | $1.18M | 0.18% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 15,025 | $1.18M | 0.05% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 15,026 | $1.18M | 0.01% | −388−2.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 14,591 | $1.18M | 0.01% | +9,717+199.4% | Added |
| Federated Hermes, Inc. | 15,439 | $1.21M | 0.00% | +1,245+8.8% | Added |
| Ethic Inc. | 15,781 | $1.24M | 0.02% | +10,484+197.9% | Added |
| Jain Global LLC | 16,336 | $1.28M | 0.04% | +16,336 | New |
| Catalyst Funds Management Pty Ltd | 16,450 | $1.29M | 0.32% | +14,650+813.9% | Added |
| Marshall Wace, LLP | 16,520 | $1.30M | 0.00% | +16,520 | New |
| Evercore Wealth Management, LLC | 16,663 | $1.31M | 0.02% | −1,270−7.1% | Reduced |
| Public Employees Retirement Association of Colorado | 17,034 | $1.33M | 0.01% | −119−0.7% | Reduced |
| Blair William & Co | 17,040 | $1.34M | 0.00% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 17,175 | $1.35M | 0.72% | +334+2.0% | Added |
| Group One Trading, L.P. | 17,334 | $1.36M | 0.05% | +17,334 | New |
| MML Investors Services, LLC | 17,713 | $1.39M | 0.00% | +11,226+173.1% | Added |
| NorthCrest Asset Manangement, LLC | 17,850 | $1.40M | 0.04% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 18,509 | $1.45M | 0.02% | −350−1.9% | Reduced |
| Highland Capital Management, LLC | 18,578 | $1.46M | 0.08% | −518−2.7% | Reduced |
| Carmel Capital Partners, LLC | 19,410 | $1.52M | 0.61% | −64−0.3% | Reduced |
| JustInvest LLC | 19,531 | $1.53M | 0.02% | +733+3.9% | Added |
| Moors & Cabot, Inc. | 19,750 | $1.55M | 0.07% | −4,350−18.0% | Reduced |
| Maxi Investments CY Ltd | 19,984 | $1.57M | 0.30% | +19,984 | New |
| Toroso Investments, LLC | 20,168 | $1.58M | 0.01% | +16,070+392.1% | Added |
| BNP Paribas Arbitrage, SA | 20,286 | $1.59M | 0.00% | +2,555+14.4% | Added |
| Bard Financial Services, Inc. | 20,800 | $1.63M | 0.20% | −750−3.5% | Reduced |
| AMG National Trust Bank | 20,724 | $1.63M | 0.05% | −7,390−26.3% | Reduced |
| Caxton Associates LP | 21,243 | $1.67M | 0.05% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 21,313 | $1.67M | 0.01% | −11,347−34.7% | Reduced |
| Nomura Holdings Inc | 21,541 | $1.69M | 0.01% | +21,541 | New |
| Gotham Asset Management, LLC | 21,706 | $1.70M | 0.02% | −44−0.2% | Reduced |
| Summit Financial, LLC | 21,707 | $1.70M | 0.06% | +104+0.5% | Added |
| Pictet Asset Management Holding SA | 21,936 | $1.72M | 0.00% | +1,255+6.1% | Added |
| Storebrand Asset Management AS | 22,298 | $1.75M | 0.01% | −515−2.3% | Reduced |
| Bank of Montreal | 22,692 | $1.78M | 0.00% | −110,096−82.9% | Reduced |
| Condor Capital Management | 22,865 | $1.79M | 0.16% | −212−0.9% | Reduced |
| Mackenzie Financial Corp | 23,228 | $1.82M | 0.00% | −2,013−8.0% | Reduced |
| Redwood Investment Management, LLC | 23,347 | $1.83M | 0.18% | −59,734−71.9% | Reduced |
| Pathstone Holdings, LLC | 24,685 | $1.94M | 0.01% | −4,793−16.3% | Reduced |
| Parsons Capital Management Inc | 24,743 | $1.94M | 0.11% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 24,824 | $1.95M | 0.02% | +334+1.4% | Added |
| Prescott Group Capital Management, L.L.C. | 25,000 | $1.96M | 0.27% | 00.0% | Unchanged |
| Centennial Bank | 25,016 | $1.96M | 0.92% | −719−2.8% | Reduced |
| Xponance, Inc. | 25,167 | $1.97M | 0.02% | +1,001+4.1% | Added |
| Hudson Bay Capital Management LP | 25,885 | $2.03M | 0.01% | −89,029−77.5% | Reduced |
| FJ Capital Management LLC | 26,236 | $2.06M | 0.24% | +4,395+20.1% | Added |
| XTX Topco Ltd | 26,429 | $2.07M | 0.17% | +13,618+106.3% | Added |
| GWM Advisors LLC | 26,909 | $2.11M | 0.01% | +12,071+81.4% | Added |
| Diversified Trust Co | 27,088 | $2.12M | 0.05% | +27,088 | New |
| Wedge Capital Management L L P | 27,978 | $2.19M | 0.04% | −5,477−16.4% | Reduced |
| Wellington Shields Capital Management, LLC | 28,000 | $2.20M | 0.39% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 27,843 | $2.20M | 0.65% | −334−1.2% | Reduced |
| Mercer Global Advisors Inc | 28,258 | $2.22M | 0.01% | −6,219−18.0% | Reduced |
| Credit Agricole S A | 28,271 | $2.22M | 0.01% | +13,273+88.5% | Added |
| Centiva Capital, LP | 28,335 | $2.22M | 0.08% | +4,805+20.4% | Added |
| Harbour Capital Advisors, LLC | 27,435 | $2.22M | 0.50% | +5,890+27.3% | Added |
| Illinois Municipal Retirement Fund | 28,781 | $2.26M | 0.03% | 00.0% | Unchanged |
| Utah Retirement Systems | 28,784 | $2.26M | 0.02% | 00.0% | Unchanged |
| Verition Fund Management LLC | 28,977 | $2.27M | 0.01% | −7,973−21.6% | Reduced |
| US Bancorp | 29,387 | $2.30M | 0.00% | −1,262−4.1% | Reduced |
| Stifel Financial Corp | 29,392 | $2.30M | 0.00% | +19,157+187.2% | Added |
| Lisanti Capital Growth, LLC | 29,575 | $2.32M | 0.56% | +1,655+5.9% | Added |
| Radnor Capital Management, LLC | 30,210 | $2.37M | 0.40% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 30,650 | $2.40M | 0.03% | +95+0.3% | Added |
| Intrinsic Value Partners, LLC | 30,693 | $2.41M | 2.42% | −670−2.1% | Reduced |
| Sanctuary Advisors, LLC | 31,405 | $2.42M | 0.02% | +1,914+6.5% | Added |
| HighTower Advisors, LLC | 30,912 | $2.42M | 0.00% | −499−1.6% | Reduced |
| Creative Planning | 30,941 | $2.43M | 0.00% | +2,668+9.4% | Added |
| KLP Kapitalforvaltning AS | 31,200 | $2.45M | 0.01% | +31,200 | New |
| Ameritas Investment Partners, Inc. | 32,517 | $2.55M | 0.08% | −788−2.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 32,655 | $2.56M | 0.02% | +2,763+9.2% | Added |
| Cetera Investment Advisers | 32,722 | $2.57M | 0.01% | +14,809+82.7% | Added |
| Oregon Public Employees Retirement Fund | 33,087 | $2.59M | 0.05% | +234+0.7% | Added |
| New Mexico Educational Retirement Board | 33,119 | $2.60M | 0.09% | −3,881−10.5% | Reduced |
| Park Avenue Securities LLC | 34,088 | $2.67M | 0.03% | +9,582+39.1% | Added |
| Natixis Advisors, L.P. | 34,933 | $2.74M | 0.01% | +371+1.1% | Added |
| TD Waterhouse Canada Inc. | 35,236 | $2.76M | 0.02% | +32,849+1,376.2% | Added |
| HWG Holdings LP | 35,333 | $2.77M | 0.91% | −18,173−34.0% | Reduced |
| LMR Partners LLP | 35,424 | $2.78M | 0.05% | +27,624+354.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 35,854 | $2.81M | 0.02% | +69+0.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 36,081 | $2.83M | 0.06% | +65+0.2% | Added |
| D. E. Shaw & Co., Inc. | 36,579 | $2.87M | 0.00% | −221,332−85.8% | Reduced |
| Rockefeller Capital Management L.P. | 38,338 | $3.01M | 0.01% | −217−0.6% | Reduced |
| State of Michigan Retirement System | 38,416 | $3.01M | 0.02% | −100−0.3% | Reduced |
| Kera Capital Partners, Inc. | 39,042 | $3.06M | 0.88% | +39,042 | New |
| Brinker Capital Investments, LLC | 39,196 | $3.07M | 0.03% | +24,388+164.7% | Added |