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 |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 516 | $40.5K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 514 | $40.3K | 0.00% | +315+158.3% | Added |
| Deseret Mutual Benefit Administrators | 491 | $38.5K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 448 | $35.1K | 0.02% | +2+0.4% | Added |
| First Horizon Advisors, Inc. | 444 | $34.9K | 0.00% | +64+16.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 433 | $33.9K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 431 | $33.8K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 425 | $33.3K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 421 | $33.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 395 | $32.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 396 | $31.0K | 0.00% | +109+38.0% | Added |
| Skopos Labs, Inc. | 371 | $29.1K | 0.01% | +59+18.9% | Added |
| Stephens Consulting, LLC | 364 | $28.5K | 0.01% | +364 | New |
| EverSource Wealth Advisors, LLC | 346 | $27.1K | 0.00% | +92+36.2% | Added |
| V-Square Quantitative Management LLC | 343 | $26.9K | 0.00% | +343 | New |
| Peregrine Capital Management LLC | 340 | $26.7K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 335 | $26.0K | 0.01% | +140+71.8% | Added |
| GHP Investment Advisors, Inc. | 320 | $25.1K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 300 | $23.5K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 290 | $22.7K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 286 | $22.4K | 0.00% | +39+15.8% | Added |
| Covestor Ltd | 281 | $22.0K | 0.01% | +17+6.4% | Added |
| Parkside Financial Bank & Trust | 263 | $20.6K | 0.00% | +64+32.2% | Added |
| Elequin Capital LP | 252 | $19.8K | 0.00% | −402−61.5% | Reduced |
| North Star Investment Management Corp. | 240 | $18.8K | 0.00% | −80−25.0% | Reduced |
| JCIC Asset Management Inc. | 240 | $18.8K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 237 | $18.2K | 0.00% | +136+134.7% | Added |
| Pineridge Advisors LLC | 220 | $17.2K | 0.01% | +1+0.5% | Added |
| TSFG, LLC | 205 | $16.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 201 | $15.8K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 200 | $15.7K | 0.01% | +200 | New |
| JFS Wealth Advisors, LLC | 198 | $15.5K | 0.00% | +12+6.5% | Added |
| LRI Investments, LLC | 181 | $14.2K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 176 | $13.8K | 0.01% | +176 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 174 | $13.6K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 165 | $12.9K | 0.03% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 163 | $12.8K | 0.00% | +139+579.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 132 | $10.3K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 118 | $9.25K | 0.00% | +49+71.0% | Added |
| Bell Investment Advisors, Inc | 111 | $8.70K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 109 | $8.55K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 103 | $8.07K | 0.01% | −13−11.2% | Reduced |
| Millstone Evans Group, LLC | 100 | $7.84K | 0.01% | +100 | New |
| Gen-Wealth Partners Inc | 71 | $5.57K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 70 | $5.49K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 67 | $5.25K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 61 | $4.76K | 0.00% | +1+1.7% | Added |
| WealthCollab, LLC | 57 | $4.47K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 55 | $4.31K | 0.00% | 00.0% | Unchanged |
| Trust Co | 54 | $4.23K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 51 | $4.00K | 0.00% | −9−15.0% | Reduced |
| Private Wealth Management Group, LLC | 48 | $3.76K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 47 | $3.69K | 0.00% | +6+14.6% | Added |
| Hollencrest Capital Management | 37 | $2.94K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 37 | $2.90K | 0.00% | −1,237−97.1% | Reduced |
| Sachetta, LLC | 35 | $2.74K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 35 | $2.74K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 33 | $2.59K | 0.00% | +33 | New |
| Golden State Wealth Management, LLC | 31 | $2.45K | 0.00% | +31 | New |
| MAI Capital Management | 31 | $2.43K | 0.00% | +31 | New |
| Rakuten Securities, Inc. | 30 | $2.35K | 0.00% | +30 | New |
| Atwood & Palmer Inc | 29 | $2.27K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 20 | $1.57K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 19 | $1.49K | 0.00% | −87−82.1% | Reduced |
| SBI Securities Co., Ltd. | 18 | $1.41K | 0.00% | +18 | New |
| Global Financial Private Client, LLC | 16 | $1.25K | 0.00% | +16 | New |
| Prestige Wealth Management Group LLC | 15 | $1.18K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 15 | $1.18K | 0.00% | +15 | New |
| Jones Financial Companies LLLP | 13 | $1.02K | 0.00% | −127−90.7% | Reduced |
| Financial Management Professionals, Inc. | 12 | $941 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 9 | $706 | 0.00% | +9 | New |
| Principia Wealth Advisory, LLC | 8 | $627 | 0.00% | +8 | New |
| NewSquare Capital LLC | 7 | $549 | 0.00% | +7 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $470 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $392 | 0.00% | −26−83.9% | Reduced |
| Wolff Wiese Magana LLC | 5 | $392 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 5 | $392 | 0.00% | +5 | New |
| NBC Securities, Inc. | 3 | $272 | 0.02% | −3,505−99.9% | Reduced |
| Macquarie Group Ltd | 3,232 | $253 | 0.00% | +3,232 | New |
| HHM Wealth Advisors, LLC | 3 | $236 | 0.00% | +3 | New |
| New Millennium Group LLC | 2 | $138 | 0.00% | −55−96.5% | Reduced |
| MV Capital Management, Inc. | 1 | $79 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $78 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Donald Smith & Co., Inc. | 0 | $0 | 0.00% | −1,152,846−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −274,627−100.0% | Sold out |
| Wealth High Governance Capital Ltda | 0 | $0 | 0.00% | −180,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −141,662−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −115,689−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −110,682−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −56,839−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −56,256−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −40,129−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −36,553−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −29,488−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −27,121−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −24,854−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −24,001−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −23,139−100.0% | Sold out |