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 |
|---|---|---|---|---|---|
| Monetary Management Group Inc | 10,400 | $815.4K | 0.21% | 00.0% | Unchanged |
| Sylvest Advisors, LLC | 10,361 | $812.3K | 0.50% | +10,361 | New |
| United Services Automobile Association | 10,338 | $810.5K | 0.03% | −155−1.5% | Reduced |
| Plato Investment Management Ltd | 10,009 | $787.6K | 0.06% | +10,009 | New |
| HMS Capital Management, LLC | 10,033 | $786.6K | 0.38% | −9−0.1% | Reduced |
| Am Investment Strategies LLC | 10,000 | $784.0K | 0.19% | 00.0% | Unchanged |
| Friedenthal Financial | 9,845 | $771.8K | 0.45% | +9,845 | New |
| Algert Global LLC | 9,748 | $764.2K | 0.02% | −115,134−92.2% | Reduced |
| Man Group plc | 9,688 | $759.5K | 0.00% | −80,912−89.3% | Reduced |
| Maryland State Retirement & Pension System | 9,660 | $757.3K | 0.02% | −614−6.0% | Reduced |
| Winton Group Ltd | 9,511 | $745.7K | 0.05% | +9,511 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,347 | $732.8K | 0.11% | −28−0.3% | Reduced |
| Gsa Capital Partners LLP | 9,245 | $725.0K | 0.05% | +3,851+71.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 9,187 | $720.0K | 0.00% | −1,119−10.9% | Reduced |
| Stephens Inc | 9,080 | $711.9K | 0.01% | +2,471+37.4% | Added |
| WR Wealth Planners, LLC | 9,017 | $706.9K | 0.23% | +9,017 | New |
| Simmons Bank | 8,668 | $679.6K | 0.05% | +351+4.2% | Added |
| Yelin Lapidot Holdings Management Ltd. | 8,652 | $678.3K | 0.12% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 8,416 | $659.8K | 0.01% | −1,801−17.6% | Reduced |
| Ci Investments Inc. | 8,227 | $645.0K | 0.00% | −1,506−15.5% | Reduced |
| Sterling Capital Management LLC | 8,223 | $644.7K | 0.01% | +2,590+46.0% | Added |
| Western Wealth Management, LLC | 8,216 | $644.2K | 0.03% | +32+0.4% | Added |
| Northwestern Mutual Wealth Management Co | 8,166 | $640.2K | 0.00% | +1,381+20.4% | Added |
| Umb Bank N A | 8,069 | $632.6K | 0.01% | −11−0.1% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 8,017 | $628.5K | 0.38% | +8,017 | New |
| Congress Wealth Management LLC | 7,842 | $614.8K | 0.01% | −20,282−72.1% | Reduced |
| DekaBank Deutsche Girozentrale | 7,864 | $614.0K | 0.00% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 7,774 | $609.5K | 0.04% | +289+3.9% | Added |
| Forum Financial Management, LP | 7,722 | $605.4K | 0.01% | +432+5.9% | Added |
| ProShare Advisors LLC | 7,595 | $595.4K | 0.00% | +518+7.3% | Added |
| Alteri Wealth LLC | 7,562 | $592.9K | 0.16% | +7,562 | New |
| Crewe Advisors LLC | 7,546 | $591.6K | 0.08% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 7,500 | $588.0K | 0.00% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 7,581 | $574.0K | 0.01% | +7,581 | New |
| Apexium Financial, LP | 7,263 | $569.4K | 0.03% | +100+1.4% | Added |
| HighPoint Advisor Group LLC | 7,861 | $565.4K | 0.03% | +7,861 | New |
| Shell Asset Management Co | 7,095 | $556.0K | 0.02% | −9−0.1% | Reduced |
| Atomi Financial Group, Inc. | 7,012 | $549.7K | 0.03% | +352+5.3% | Added |
| Petra Financial Advisors Inc | 6,850 | $537.0K | 0.37% | +6,850 | New |
| Farringdon Capital, Ltd. | 6,782 | $531.7K | 0.22% | +6,782 | New |
| Cooper Financial Group | 6,686 | $524.2K | 0.06% | +29+0.4% | Added |
| Greenleaf Trust | 6,554 | $513.8K | 0.00% | +179+2.8% | Added |
| CIBC Asset Management Inc | 6,507 | $510.1K | 0.00% | +345+5.6% | Added |
| AdvisorShares Investments LLC | 6,500 | $509.6K | 0.10% | +6,500 | New |
| Net Worth Advisory Group | 6,488 | $508.7K | 0.15% | +62+1.0% | Added |
| Carnegie Capital Asset Management, LLC | 6,445 | $505.3K | 0.01% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 6,420 | $503.4K | 0.06% | −38,628−85.7% | Reduced |
| Simplex Trading, LLC | 6,397 | $501.0K | 0.01% | +3,488+119.9% | Added |
| Vident Advisory, LLC | 6,367 | $499.2K | 0.01% | −331−4.9% | Reduced |
| First Heartland Consultants, Inc. | 6,320 | $495.5K | 0.05% | +55+0.9% | Added |
| Maple Capital Management, Inc. | 6,316 | $495.2K | 0.04% | 00.0% | Unchanged |
| Quent Capital, LLC | 6,281 | $492.4K | 0.05% | +322+5.4% | Added |
| Country Club Bank | 6,200 | $489.0K | 0.03% | 00.0% | Unchanged |
| Shelton Capital Management | 6,127 | $480.4K | 0.01% | −579−8.6% | Reduced |
| Kingsview Wealth Management, LLC | 6,126 | $480.3K | 0.01% | −15−0.2% | Reduced |
| HRT Financial LP | 6,128 | $480.0K | 0.00% | −140,831−95.8% | Reduced |
| Truist Financial Corp | 6,118 | $479.7K | 0.00% | +1,230+25.2% | Added |
| PFG Investments, LLC | 6,078 | $476.5K | 0.03% | +11+0.2% | Added |
| Aspiriant, LLC | 6,076 | $476.4K | 0.02% | +20.0% | 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 |
| Daymark Wealth Partners, LLC | 5,947 | $466.2K | 0.02% | +22+0.4% | Added |
| Whittier Trust Co of Nevada Inc | 5,824 | $456.6K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 5,764 | $451.9K | 0.05% | −2,592−31.0% | Reduced |
| NorthRock Partners, LLC | 5,741 | $450.1K | 0.01% | +9+0.2% | Added |
| Moody Aldrich Partners LLC | 5,661 | $443.8K | 0.08% | −28−0.5% | Reduced |
| Alaska Permanent Fund Corp | 5,622 | $440.8K | 0.01% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 5,595 | $438.6K | 0.12% | −300−5.1% | Reduced |
| D.A. Davidson & Co. | 5,593 | $438.5K | 0.00% | +5,593 | New |
| Fifth Third Wealth Advisors LLC | 5,421 | $425.0K | 0.02% | 00.0% | Unchanged |
| M.E. Allison & Co., Inc. | 5,400 | $423.4K | 0.47% | +5,400 | New |
| HB Wealth Management, LLC | 5,391 | $422.7K | 0.00% | +5,391 | New |
| Insigneo Advisory Services, LLC | 5,338 | $418.5K | 0.04% | +5,338 | New |
| Penn Mutual Asset Management, LLC | 5,225 | $409.6K | 0.74% | 00.0% | Unchanged |
| Maven Securities LTD | 5,200 | $407.7K | 0.07% | +5,200 | New |
| Bleakley Financial Group, LLC | 5,143 | $403.2K | 0.01% | +1,608+45.5% | Added |
| MKT Advisors LLC | 5,275 | $399.6K | 0.17% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 5,089 | $399.0K | 0.03% | −1,617−24.1% | Reduced |
| Panagora Asset Management Inc | 5,066 | $397.2K | 0.00% | −1,296−20.4% | Reduced |
| Pure Financial Advisors, Inc. | 5,003 | $392.2K | 0.01% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 4,891 | $383.5K | 0.06% | −733−13.0% | Reduced |
| Buckingham Strategic Partners | 4,807 | $376.9K | 0.01% | +4,807 | New |
| Signaturefd, LLC | 4,740 | $371.7K | 0.01% | −252−5.0% | Reduced |
| Paradigm Financial Partners, LLC | 4,730 | $370.8K | 0.05% | +505+12.0% | Added |
| Ellevest, Inc. | 4,663 | $365.6K | 0.02% | +780+20.1% | Added |
| Vestor Capital, LLC | 4,646 | $364.0K | 0.03% | 00.0% | Unchanged |
| Baader Bank INC | 4,576 | $358.1K | 0.03% | +4,576 | New |
| Ritholtz Wealth Management | 4,509 | $353.5K | 0.01% | +794+21.4% | Added |
| Pitcairn Co | 4,496 | $352.5K | 0.02% | −327−6.8% | Reduced |
| Change Path, LLC | 4,462 | $349.8K | 0.01% | +4,462 | New |
| Silver Oak Securities, Inc | 4,361 | $343.9K | 0.03% | +4,361 | New |
| Sage Capital Management, LLC | 4,379 | $343.4K | 0.17% | −2,181−33.2% | Reduced |
| Moneta Group Investment Advisors LLC | 4,327 | $339.2K | 0.00% | −141−3.2% | Reduced |
| Pinnacle Financial Partners Inc | 4,325 | $339.1K | 0.01% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 4,200 | $331.2K | 0.05% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 4,154 | $326.0K | 0.00% | +4,154 | New |
| Diligent Investors, LLC | 4,100 | $321.4K | 0.07% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 4,016 | $314.9K | 0.05% | +4,016 | New |
| Meiji Yasuda Asset Management Co Ltd. | 3,962 | $310.6K | 0.01% | −33−0.8% | Reduced |
| Resources Investment Advisors, LLC. | 3,945 | $309.3K | 0.00% | +3,945 | New |