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, Q1 2025
Institutional positions in Jefferies Financial Group Inc. as of Mar 31, 2025. 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
- 564
- −10 vs. Q4 2024
- Shares held
- 142.7M
- −8.43M (−5.6%) vs. Q4 2024
- Total value
- $7.64B
- −$4.21B (−35.5%) vs. Q4 2024
- New holders
- 89
- 171 more added
- Sold out
- 99
- 213 more reduced
10 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Jefferies Financial Group Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 15,833,199 | $848.2M | 0.02% | +59,066+0.4% | Added |
| Vanguard Group Inc | 15,275,117 | $818.3M | 0.01% | −79,516−0.5% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 9,247,081 | $495.4M | 9.08% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 6,808,340 | $364.7M | 0.13% | +819,594+13.7% | Added |
| Allspring Global Investments Holdings, LLC | 6,412,167 | $343.3M | 0.60% | +246,578+4.0% | Added |
| JPMorgan Chase & Co | 5,126,514 | $274.6M | 0.02% | +1,184,822+30.1% | Added |
| State Street Corp | 5,092,960 | $272.8M | 0.01% | +7,762+0.2% | Added |
| Massachusetts Mutual Life Insurance Co | 4,655,231 | $249.4M | 16.81% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 2,966,448 | $159.0M | 0.01% | +188,496+6.8% | Added |
| Barclays PLC | 2,801,325 | $150.1M | 0.07% | +666,894+31.2% | Added |
| Dimensional Fund Advisors LP | 2,613,516 | $140.0M | 0.03% | −523,941−16.7% | Reduced |
| First Pacific Advisors, LP | 2,580,823 | $138.3M | 2.22% | −220,675−7.9% | Reduced |
| Morgan Stanley | 2,339,321 | $125.3M | 0.01% | −430,338−15.5% | Reduced |
| Norges Bank | 2,119,719 | $113.6M | 0.02% | +1,666,660+367.9% | Added |
| Invesco Ltd. | 2,083,808 | $111.6M | 0.02% | −3,209,959−60.6% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,974,292 | $105.8M | 0.38% | −73,717−3.6% | Reduced |
| Bank of New York Mellon Corp | 1,703,346 | $91.2M | 0.02% | −24,636−1.4% | Reduced |
| Bank of America Corp | 1,695,050 | $90.8M | 0.01% | −110,847−6.1% | Reduced |
| Millennium Management LLC | 1,631,953 | $87.4M | 0.08% | +1,499,563+1,132.7% | Added |
| Principal Financial Group Inc | 1,587,779 | $85.1M | 0.05% | −58,065−3.5% | Reduced |
| Goldman Sachs Group Inc | 1,579,397 | $84.6M | 0.02% | +345,927+28.0% | Added |
| Northern Trust Corp | 1,551,611 | $83.1M | 0.01% | −30,464−1.9% | Reduced |
| Fisher Asset Management, LLC | 1,434,078 | $76.8M | 0.03% | +655,315+84.1% | Added |
| Beck Mack & Oliver LLC | 1,312,904 | $70.3M | 1.40% | −44,930−3.3% | Reduced |
| Qube Research & Technologies Ltd | 1,227,435 | $65.8M | 0.10% | +949,102+341.0% | Added |
| Charles Schwab Investment Management Inc | 1,127,474 | $60.4M | 0.01% | −23,697−2.1% | Reduced |
| Nuveen, LLC | 1,100,843 | $59.0M | 0.02% | +1,100,843 | New |
| Two Sigma Investments, LP | 1,059,772 | $56.8M | 0.12% | +404,117+61.6% | Added |
| Captrust Financial Advisors | 831,351 | $44.5M | 0.11% | −2,795−0.3% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 798,000 | $42.7M | 0.60% | +373,000+87.8% | Added |
| FMR LLC | 748,395 | $40.1M | 0.00% | −4,632,754−86.1% | Reduced |
| Renaissance Technologies LLC | 678,437 | $36.3M | 0.06% | +678,437 | New |
| Private Management Group Inc | 649,540 | $34.8M | 1.24% | −25,472−3.8% | Reduced |
| Voloridge Investment Management, LLC | 631,503 | $33.8M | 0.13% | +169,957+36.8% | Added |
| Hosking Partners LLP | 623,813 | $33.4M | 1.41% | −69,304−10.0% | Reduced |
| Citadel Advisors LLC | 619,703 | $33.2M | 0.03% | +427,846+223.0% | Added |
| Two Sigma Advisers, LP | 599,800 | $32.1M | 0.07% | +167,600+38.8% | Added |
| Freestone Grove Partners LP | 595,137 | $31.9M | 0.33% | +595,137 | New |
| Moerus Capital Management LLC | 574,253 | $30.8M | 13.76% | −65,951−10.3% | Reduced |
| Mraz, Amerine & Associates, Inc. | 542,398 | $28.3M | 4.87% | +3,699+0.7% | Added |
| Miller Howard Investments Inc | 520,350 | $27.9M | 0.89% | −797,841−60.5% | Reduced |
| First Trust Advisors LP | 515,732 | $27.6M | 0.02% | −70,619−12.0% | Reduced |
| NewEdge Wealth, LLC | 502,900 | $26.9M | 0.49% | +52,761+11.7% | Added |
| Retirement Systems of Alabama | 497,161 | $26.6M | 0.10% | +769+0.2% | Added |
| LSV Asset Management | 489,300 | $26.2M | 0.06% | −266,800−35.3% | Reduced |
| Citigroup Inc | 479,563 | $25.7M | 0.02% | −7,515,314−94.0% | Reduced |
| Rhumbline Advisers | 455,232 | $24.4M | 0.02% | −6,655−1.4% | Reduced |
| Artemis Investment Management LLP | 450,043 | $24.1M | 0.37% | −944,762−67.7% | Reduced |
| Deutsche Bank AG | 442,588 | $23.7M | 0.01% | −161,514−26.7% | Reduced |
| GoodHaven Capital Management, LLC | 439,987 | $23.6M | 7.98% | −9,571−2.1% | Reduced |
| UBS Asset Management Americas Inc | 437,839 | $23.5M | 0.01% | −25,738−5.6% | Reduced |
| Loomis Sayles & Co L P | 436,450 | $23.4M | 0.03% | −9,997−2.2% | Reduced |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 433,558 | $23.2M | 0.01% | 00.0% | Unchanged |
| Zurich Insurance Group Ltd | 424,434 | $22.7M | 0.18% | −122,726−22.4% | Reduced |
| STRS Ohio | 408,681 | $21.9M | 0.09% | −34,279−7.7% | Reduced |
| UBS Group AG | 403,467 | $21.6M | 0.00% | +138,506+52.3% | Added |
| Assenagon Asset Management S.A. | 401,454 | $21.5M | 0.04% | −400,912−50.0% | Reduced |
| Private Capital Management, LLC | 398,459 | $21.3M | 2.38% | −117,561−22.8% | Reduced |
| Spears Abacus Advisors LLC | 380,243 | $20.4M | 0.44% | +380,243 | New |
| Bamco Inc | 379,528 | $20.3M | 0.06% | +100,000+35.8% | Added |
| Janus Henderson Group PLC | 388,161 | $20.3M | 0.01% | −86,936−18.3% | Reduced |
| SEI Investments Co | 377,390 | $20.2M | 0.03% | −45,643−10.8% | Reduced |
| Allianz Asset Management GmbH | 361,270 | $19.4M | 0.03% | −4,636−1.3% | Reduced |
| Legal & General Group Plc | 360,487 | $19.3M | 0.01% | −53,320−12.9% | Reduced |
| Ameriprise Financial Inc | 357,770 | $19.2M | 0.01% | +2,288+0.6% | Added |
| LPL Financial LLC | 346,882 | $18.6M | 0.01% | −28,649−7.6% | Reduced |
| Robotti Robert | 343,528 | $18.4M | 3.69% | −64,316−15.8% | Reduced |
| California Public Employees Retirement System | 332,404 | $17.8M | 0.01% | −2,386−0.7% | Reduced |
| Wells Fargo & Company | 327,087 | $17.5M | 0.00% | +6,632+2.1% | Added |
| Intech Investment Management LLC | 320,523 | $17.2M | 0.18% | +124,853+63.8% | Added |
| Eisler Capital Management Ltd. | 306,250 | $16.4M | 0.49% | +306,250 | New |
| Swiss National Bank | 298,600 | $16.0M | 0.01% | −4,600−1.5% | Reduced |
| Raymond James Financial Inc | 285,072 | $15.3M | 0.01% | −162,918−36.4% | Reduced |
| Tran Capital Management, L.P. | 276,532 | $14.8M | 1.99% | +276,532 | New |
| Cubist Systematic Strategies, LLC | 274,806 | $14.7M | 0.19% | +274,806 | New |
| Oppenheimer & Co Inc | 264,074 | $14.1M | 0.21% | −14,004−5.0% | Reduced |
| Ossiam | 254,044 | $13.6M | 0.19% | +251,380+9,436.2% | Added |
| Susquehanna Fundamental Investments, LLC | 252,195 | $13.5M | 0.23% | −4,740−1.8% | Reduced |
| Marshall Wace, LLP | 251,570 | $13.5M | 0.02% | +235,050+1,422.8% | Added |
| Russell Investments Group, Ltd. | 244,589 | $13.1M | 0.02% | −99,785−29.0% | Reduced |
| Envestnet Asset Management Inc | 239,887 | $12.9M | 0.00% | −27,120−10.2% | Reduced |
| Cerity Partners LLC | 226,455 | $12.1M | 0.02% | −60,164−21.0% | Reduced |
| AQR Capital Management LLC | 235,903 | $12.1M | 0.01% | +90,608+62.4% | Added |
| First Manhattan Co | 216,959 | $11.6M | 0.03% | −440−0.2% | Reduced |
| Merrion Investment Management Co, LLC | 211,614 | $11.3M | 8.14% | −1000.0% | Reduced |
| Jane Street Group, LLC | 210,353 | $11.3M | 0.02% | +35,401+20.2% | Added |
| Verition Fund Management LLC | 208,635 | $11.2M | 0.06% | +179,658+620.0% | Added |
| State Board of Administration of Florida Retirement System | 202,332 | $10.8M | 0.02% | −13,390−6.2% | Reduced |
| Kames Capital plc | 202,299 | $10.8M | 0.16% | −53,019−20.8% | Reduced |
| Tudor Investment Corp Et Al | 192,827 | $10.3M | 0.09% | +192,827 | New |
| New York State Teachers Retirement System | 189,289 | $10.1M | 0.02% | −20,000−9.6% | Reduced |
| Capital Fund Management S.A. | 187,174 | $10.0M | 0.13% | +117,946+170.4% | Added |
| Amundi | 208,090 | $9.98M | 0.00% | +206,002+9,866.0% | Added |
| Colony Group, LLC | 182,681 | $9.79M | 0.02% | −85,661−31.9% | Reduced |
| Corebridge Financial, Inc. | 180,457 | $9.67M | 0.06% | −3,890−2.1% | Reduced |
| Rock Point Advisors, LLC | 170,605 | $9.14M | 2.82% | −36,447−17.6% | Reduced |
| Royal Bank of Canada | 155,629 | $8.34M | 0.00% | −2,713−1.7% | Reduced |
| Beacon Investment Advisory Services, Inc. | 148,720 | $7.97M | 0.37% | −23,431−13.6% | Reduced |
| Sequoia Financial Advisors, LLC | 148,717 | $7.97M | 0.06% | +4,846+3.4% | Added |
| Quantinno Capital Management LP | 147,035 | $7.88M | 0.05% | +39,596+36.9% | Added |