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 |
|---|---|---|---|---|---|
| Creekside Partners | 3,910 | $306.5K | 0.16% | 00.0% | Unchanged |
| 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 |
| Belmont Capital, LLC | 3,863 | $302.9K | 0.05% | −157−3.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 3,850 | $301.9K | 0.00% | −62−1.6% | Reduced |
| CAPROCK Group, Inc. | 3,844 | $301.4K | 0.01% | +165+4.5% | Added |
| RSM US Wealth Management LLC | 3,820 | $301.3K | 0.00% | −1,237−24.5% | Reduced |
| West Michigan Advisors, LLC | 3,821 | $299.6K | 0.09% | +3,821 | New |
| Evergreen Capital Management LLC | 3,801 | $298.0K | 0.01% | +3,801 | New |
| Ronald Blue Trust, Inc. | 3,797 | $297.7K | 0.00% | −1,253−24.8% | Reduced |
| Blankinship & Foster, LLC | 3,741 | $293.3K | 0.07% | −405−9.8% | Reduced |
| Rafferty Asset Management, LLC | 3,708 | $290.7K | 0.00% | −35−0.9% | Reduced |
| HM Payson & Co | 3,700 | $290.1K | 0.00% | −100−2.6% | Reduced |
| Quantessence Capital LLC | 3,623 | $284.0K | 0.12% | +3,623 | New |
| Ieq Capital, LLC | 3,616 | $283.5K | 0.00% | +3,616 | New |
| Hamilton Capital Partners Inc. | 3,572 | $280.0K | 0.02% | −558−13.5% | Reduced |
| Capstone Investment Advisors, LLC | 3,570 | $279.9K | 0.00% | −414−10.4% | Reduced |
| Ground Swell Capital, LLC | 3,564 | $279.4K | 0.61% | +3,564 | New |
| United Capital Financial Advisers, LLC | 3,485 | $273.2K | 0.00% | +16+0.5% | Added |
| VSM Wealth Advisory, LLC | 3,420 | $268.1K | 0.10% | +3,420 | New |
| Fox Run Management, L.L.C. | 3,419 | $268.1K | 0.05% | −8,608−71.6% | Reduced |
| Miracle Mile Advisors, LLC | 3,405 | $266.9K | 0.01% | +3,405 | New |
| Pallas Capital Advisors LLC | 3,391 | $265.9K | 0.01% | 00.0% | Unchanged |
| Everence Capital Management Inc | 3,340 | $262.0K | 0.02% | +3,340 | New |
| Harvest Fund Management Co., Ltd | 3,306 | $259.0K | 0.01% | +3,230+4,250.0% | Added |
| Advisory Services Network, LLC | 3,298 | $258.6K | 0.00% | +3,298 | New |
| Williamson Legacy Group, LLC | 3,229 | $253.2K | 0.17% | +3,229 | New |
| Atria Investments LLC | 3,193 | $250.3K | 0.00% | +3,193 | New |
| Steward Partners Investment Advisory, LLC | 3,175 | $248.9K | 0.00% | +375+13.4% | Added |
| Allworth Financial LP | 3,218 | $247.4K | 0.00% | +1,995+163.1% | Added |
| Vestmark Advisory Solutions, Inc. | 3,122 | $244.8K | 0.01% | +3,122 | New |
| 111 Capital | 3,109 | $243.7K | 0.05% | +3,109 | New |
| Keystone Investors Pte Ltd | 3,102 | $243.2K | 0.02% | +3,102 | New |
| DnB Asset Management AS | 3,039 | $238.3K | 0.00% | +3,039 | New |
| Nwam LLC | 3,030 | $237.6K | 0.01% | +3,030 | New |
| Motley Fool Asset Management LLC | 3,026 | $237.2K | 0.01% | +3,026 | New |
| Americana Partners, LLC | 3,000 | $235.2K | 0.01% | −561−15.8% | Reduced |
| Phillips Wealth Planners LLC | 3,284 | $234.7K | 0.23% | −7−0.2% | Reduced |
| Infrastructure Capital Advisors, LLC | 2,961 | $232.1K | 0.03% | +2,961 | New |
| Quadrant Capital Group LLC | 2,960 | $232.1K | 0.02% | +161+5.8% | Added |
| Guggenheim Capital LLC | 2,912 | $228.3K | 0.00% | −300,079−99.0% | Reduced |
| Global Retirement Partners, LLC | 2,911 | $228.2K | 0.01% | +2,839+3,943.1% | Added |
| Newbridge Financial Services Group, Inc. | 2,900 | $227.4K | 0.06% | 00.0% | Unchanged |
| Wealth Architects, LLC | 2,896 | $227.0K | 0.03% | +2,896 | New |
| Sage Rhino Capital LLC | 2,884 | $226.1K | 0.05% | +2,884 | New |
| Lakeview Capital Partners, LLC | 2,856 | $223.9K | 0.05% | +2,856 | New |
| Eagle Ridge Investment Management | 2,850 | $223.4K | 0.02% | +2,850 | New |
| CoreCap Advisors, LLC | 2,842 | $222.8K | 0.01% | +200+7.6% | Added |
| Twin Focus Capital Partners, LLC | 2,835 | $222.3K | 0.03% | +2,835 | New |
| Neville Rodie & Shaw Inc | 2,813 | $221.0K | 0.02% | +2,813 | New |
| Altfest L J & Co Inc | 2,812 | $220.5K | 0.03% | +2,812 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,788 | $218.6K | 0.01% | +2,788 | New |
| Vise Technologies, Inc. | 2,785 | $218.3K | 0.02% | +2,785 | New |
| TownSquare Capital, LLC | 2,756 | $216.1K | 0.00% | +2,756 | New |
| Lake Street Financial LLC | 2,750 | $215.6K | 0.03% | +2,750 | New |
| TD Private Client Wealth LLC | 2,708 | $212.3K | 0.01% | +2,708 | New |
| Compass Wealth Management LLC | 2,700 | $211.7K | 0.05% | −300−10.0% | Reduced |
| Wexford Capital LP | 2,691 | $211.0K | 0.05% | +2,691 | New |
| Prospera Financial Services Inc | 2,663 | $208.9K | 0.00% | +2,663 | New |
| Ossiam | 2,664 | $208.9K | 0.00% | −465−14.9% | Reduced |
| CFC Planning Co LLC | 2,640 | $207.0K | 0.22% | +2,640 | New |
| Colonial Trust Co | 2,618 | $205.3K | 0.03% | +40+1.6% | Added |
| Williams Jones Wealth Management, LLC. | 2,600 | $203.8K | 0.00% | −2,101−44.7% | Reduced |
| Lake Street Advisors Group, LLC | 2,594 | $203.4K | 0.01% | +2,594 | New |
| Assetmark, Inc | 2,584 | $202.6K | 0.00% | +2,332+925.4% | Added |
| Mesirow Financial Investment Management, Inc. | 2,559 | $200.6K | 0.00% | +2,559 | New |
| Fifth Third Bancorp | 2,524 | $197.9K | 0.00% | −245−8.8% | Reduced |
| Nomura Asset Management Co Ltd | 2,250 | $176.4K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 2,200 | $172.5K | 0.08% | 00.0% | Unchanged |
| Amundi | 2,088 | $166.4K | 0.00% | −639,893−99.7% | Reduced |
| Bessemer Group Inc | 2,030 | $159.0K | 0.00% | +230+12.8% | Added |
| Spire Wealth Management | 1,970 | $154.4K | 0.00% | −840−29.9% | Reduced |
| Harbour Investments, Inc. | 1,846 | $144.7K | 0.00% | +120+7.0% | Added |
| Glen Eagle Advisors, LLC | 1,835 | $143.9K | 0.02% | −199−9.8% | Reduced |
| Gordian Capital Singapore Pte Ltd | 1,800 | $141.1K | 0.07% | +1,800 | New |
| Parallel Advisors, LLC | 1,776 | $139.2K | 0.00% | −16−0.9% | Reduced |
| SG Americas Securities, LLC | 1,732 | $136.0K | 0.00% | −8,940−83.8% | Reduced |
| CWM, LLC | 1,682 | $132.0K | 0.00% | −116−6.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,472 | $115.4K | 0.00% | 00.0% | Unchanged |
| Caas Capital Management LP | 1,370 | $107.4K | 0.09% | +1,370 | New |
| Geneos Wealth Management Inc. | 1,337 | $104.8K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,301 | $102.0K | 0.00% | −218−14.4% | Reduced |
| Albion Financial Group | 1,260 | $98.8K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,232 | $96.6K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,223 | $95.9K | 0.01% | +152+14.2% | Added |
| GeoWealth Management, LLC | 1,172 | $91.9K | 0.00% | −68−5.5% | Reduced |
| Continuum Advisory, LLC | 1,010 | $79.2K | 0.01% | +10+1.0% | Added |
| Smartleaf Asset Management LLC | 907 | $71.5K | 0.01% | +284+45.6% | Added |
| Venturi Wealth Management, LLC | 881 | $69.1K | 0.00% | +110+14.3% | Added |
| High Note Wealth, LLC | 812 | $63.7K | 0.02% | +812 | New |
| Versant Capital Management, Inc | 788 | $61.8K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 742 | $58.2K | 0.00% | +127+20.7% | Added |
| IFP Advisors, Inc | 738 | $57.9K | 0.00% | +652+758.1% | Added |
| Eastern Bank | 679 | $53.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 652 | $51.1K | 0.01% | +506+346.6% | Added |
| SRS Capital Advisors, Inc. | 624 | $48.9K | 0.00% | +29+4.9% | Added |
| Principal Securities, Inc. | 575 | $45.1K | 0.00% | +355+161.4% | Added |
| Montag A & Associates Inc | 568 | $44.5K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 524 | $41.1K | 0.00% | 00.0% | Unchanged |