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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 32,517 | $2.55M | 0.08% | −788−2.4% | Reduced |
| KLP Kapitalforvaltning AS | 31,200 | $2.45M | 0.01% | +31,200 | New |
| Creative Planning | 30,941 | $2.43M | 0.00% | +2,668+9.4% | Added |
| HighTower Advisors, LLC | 30,912 | $2.42M | 0.00% | −499−1.6% | Reduced |
| Sanctuary Advisors, LLC | 31,405 | $2.42M | 0.02% | +1,914+6.5% | Added |
| Intrinsic Value Partners, LLC | 30,693 | $2.41M | 2.42% | −670−2.1% | Reduced |
| Modera Wealth Management, LLC | 30,650 | $2.40M | 0.03% | +95+0.3% | Added |
| Radnor Capital Management, LLC | 30,210 | $2.37M | 0.40% | 00.0% | Unchanged |
| Lisanti Capital Growth, LLC | 29,575 | $2.32M | 0.56% | +1,655+5.9% | Added |
| Stifel Financial Corp | 29,392 | $2.30M | 0.00% | +19,157+187.2% | Added |
| US Bancorp | 29,387 | $2.30M | 0.00% | −1,262−4.1% | Reduced |
| Verition Fund Management LLC | 28,977 | $2.27M | 0.01% | −7,973−21.6% | Reduced |
| Utah Retirement Systems | 28,784 | $2.26M | 0.02% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 28,781 | $2.26M | 0.03% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 27,435 | $2.22M | 0.50% | +5,890+27.3% | Added |
| Centiva Capital, LP | 28,335 | $2.22M | 0.08% | +4,805+20.4% | Added |
| Credit Agricole S A | 28,271 | $2.22M | 0.01% | +13,273+88.5% | Added |
| Mercer Global Advisors Inc | 28,258 | $2.22M | 0.01% | −6,219−18.0% | Reduced |
| MBM Wealth Consultants, LLC | 27,843 | $2.20M | 0.65% | −334−1.2% | Reduced |
| Wellington Shields Capital Management, LLC | 28,000 | $2.20M | 0.39% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 27,978 | $2.19M | 0.04% | −5,477−16.4% | Reduced |
| Diversified Trust Co | 27,088 | $2.12M | 0.05% | +27,088 | New |
| GWM Advisors LLC | 26,909 | $2.11M | 0.01% | +12,071+81.4% | Added |
| XTX Topco Ltd | 26,429 | $2.07M | 0.17% | +13,618+106.3% | Added |
| FJ Capital Management LLC | 26,236 | $2.06M | 0.24% | +4,395+20.1% | Added |
| Hudson Bay Capital Management LP | 25,885 | $2.03M | 0.01% | −89,029−77.5% | Reduced |
| Xponance, Inc. | 25,167 | $1.97M | 0.02% | +1,001+4.1% | Added |
| Centennial Bank | 25,016 | $1.96M | 0.92% | −719−2.8% | Reduced |
| Prescott Group Capital Management, L.L.C. | 25,000 | $1.96M | 0.27% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 24,824 | $1.95M | 0.02% | +334+1.4% | Added |
| Parsons Capital Management Inc | 24,743 | $1.94M | 0.11% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 24,685 | $1.94M | 0.01% | −4,793−16.3% | Reduced |
| Redwood Investment Management, LLC | 23,347 | $1.83M | 0.18% | −59,734−71.9% | Reduced |
| Mackenzie Financial Corp | 23,228 | $1.82M | 0.00% | −2,013−8.0% | Reduced |
| Condor Capital Management | 22,865 | $1.79M | 0.16% | −212−0.9% | Reduced |
| Bank of Montreal | 22,692 | $1.78M | 0.00% | −110,096−82.9% | Reduced |
| Storebrand Asset Management AS | 22,298 | $1.75M | 0.01% | −515−2.3% | Reduced |
| Pictet Asset Management Holding SA | 21,936 | $1.72M | 0.00% | +1,255+6.1% | Added |
| Summit Financial, LLC | 21,707 | $1.70M | 0.06% | +104+0.5% | Added |
| Gotham Asset Management, LLC | 21,706 | $1.70M | 0.02% | −44−0.2% | Reduced |
| Nomura Holdings Inc | 21,541 | $1.69M | 0.01% | +21,541 | New |
| Teacher Retirement System of Texas | 21,313 | $1.67M | 0.01% | −11,347−34.7% | Reduced |
| Caxton Associates LP | 21,243 | $1.67M | 0.05% | 00.0% | Unchanged |
| AMG National Trust Bank | 20,724 | $1.63M | 0.05% | −7,390−26.3% | Reduced |
| Bard Financial Services, Inc. | 20,800 | $1.63M | 0.20% | −750−3.5% | Reduced |
| BNP Paribas Arbitrage, SA | 20,286 | $1.59M | 0.00% | +2,555+14.4% | Added |
| Toroso Investments, LLC | 20,168 | $1.58M | 0.01% | +16,070+392.1% | Added |
| Maxi Investments CY Ltd | 19,984 | $1.57M | 0.30% | +19,984 | New |
| Moors & Cabot, Inc. | 19,750 | $1.55M | 0.07% | −4,350−18.0% | Reduced |
| JustInvest LLC | 19,531 | $1.53M | 0.02% | +733+3.9% | Added |
| Carmel Capital Partners, LLC | 19,410 | $1.52M | 0.61% | −64−0.3% | Reduced |
| Highland Capital Management, LLC | 18,578 | $1.46M | 0.08% | −518−2.7% | Reduced |
| State of Alaska, Department of Revenue | 18,509 | $1.45M | 0.02% | −350−1.9% | Reduced |
| NorthCrest Asset Manangement, LLC | 17,850 | $1.40M | 0.04% | 00.0% | Unchanged |
| MML Investors Services, LLC | 17,713 | $1.39M | 0.00% | +11,226+173.1% | Added |
| Group One Trading, L.P. | 17,334 | $1.36M | 0.05% | +17,334 | New |
| Custom Index Systems, LLC | 17,175 | $1.35M | 0.72% | +334+2.0% | Added |
| Blair William & Co | 17,040 | $1.34M | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 17,034 | $1.33M | 0.01% | −119−0.7% | Reduced |
| Evercore Wealth Management, LLC | 16,663 | $1.31M | 0.02% | −1,270−7.1% | Reduced |
| Marshall Wace, LLP | 16,520 | $1.30M | 0.00% | +16,520 | New |
| Catalyst Funds Management Pty Ltd | 16,450 | $1.29M | 0.32% | +14,650+813.9% | Added |
| Jain Global LLC | 16,336 | $1.28M | 0.04% | +16,336 | New |
| Ethic Inc. | 15,781 | $1.24M | 0.02% | +10,484+197.9% | Added |
| Federated Hermes, Inc. | 15,439 | $1.21M | 0.00% | +1,245+8.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 14,591 | $1.18M | 0.01% | +9,717+199.4% | Added |
| King Luther Capital Management Corp | 15,026 | $1.18M | 0.01% | −388−2.5% | Reduced |
| Joel Isaacson & Co., LLC | 15,025 | $1.18M | 0.05% | 00.0% | Unchanged |
| Harbor Advisors LLC | 15,000 | $1.18M | 0.18% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 14,865 | $1.17M | 0.64% | −995−6.3% | Reduced |
| Fulton Bank, N.A. | 14,812 | $1.16M | 0.04% | −12−0.1% | Reduced |
| Citadel Investment Advisory, Inc. | 14,785 | $1.16M | 0.60% | −100−0.7% | Reduced |
| Ancora Advisors, LLC | 14,775 | $1.16M | 0.03% | −325−2.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 14,496 | $1.14M | 0.00% | +14,496 | New |
| Lazard Asset Management LLC | 14,512 | $1.14M | 0.00% | −61−0.4% | Reduced |
| KWMG, LLC | 14,477 | $1.14M | 0.12% | −1,090−7.0% | Reduced |
| Thoma Capital Management LLC | 14,413 | $1.13M | 0.77% | +14,413 | New |
| Jefferies Financial Group Inc. | 14,133 | $1.11M | 0.01% | +1,090+8.4% | Added |
| Catalyst Financial Partners LLC | 14,102 | $1.11M | 0.21% | +45+0.3% | Added |
| Avantax Advisory Services, Inc. | 14,088 | $1.10M | 0.01% | +6,159+77.7% | Added |
| Equitable Trust Co | 14,085 | $1.10M | 0.06% | −2,835−16.8% | Reduced |
| Tower Research Capital LLC (TRC) | 13,998 | $1.10M | 0.02% | −1,653−10.6% | Reduced |
| Redmont Wealth Advisors LLC | 13,829 | $1.08M | 1.87% | −1,401−9.2% | Reduced |
| Calamos Advisors LLC | 13,818 | $1.08M | 0.00% | +3,091+28.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 13,645 | $1.07M | 0.07% | +13,645 | New |
| Coldstream Capital Management Inc | 13,553 | $1.06M | 0.02% | +2,463+22.2% | Added |
| Mariner, LLC | 13,273 | $1.04M | 0.00% | +1,487+12.6% | Added |
| Prudential Financial Inc | 12,701 | $995.8K | 0.00% | −1,799−12.4% | Reduced |
| Silvercrest Asset Management Group LLC | 12,600 | $987.8K | 0.01% | −1,745−12.2% | Reduced |
| Roberts Capital Advisors, LLC | 12,594 | $987.4K | 0.83% | 00.0% | Unchanged |
| Danske Bank A/S | 12,388 | $971.2K | 0.00% | −493−3.8% | Reduced |
| Securian Asset Management, Inc | 12,272 | $962.1K | 0.03% | −351−2.8% | Reduced |
| Scientech Research LLC | 12,194 | $956.0K | 0.27% | +12,194 | New |
| Crossmark Global Holdings, Inc. | 12,202 | $956.0K | 0.02% | +361+3.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 11,967 | $938.2K | 0.00% | +11,967 | New |
| Connable Office Inc | 11,200 | $878.1K | 0.09% | 00.0% | Unchanged |
| Chou Associates Management Inc.SuperinvestorChou Associates | 10,987 | $861.4K | 0.59% | 00.0% | Unchanged |
| HSBC Holdings PLC | 10,802 | $852.0K | 0.00% | +7,120+193.4% | Added |
| Farther Finance Advisors, LLC | 10,645 | $834.6K | 0.03% | −341−3.1% | Reduced |
| FORA Capital, LLC | 10,439 | $818.4K | 0.09% | +10,439 | New |