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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 4 | $0 | 0.00% | +4 | New |
| Rakuten Securities, Inc. | 1 | $54 | 0.00% | −29−96.7% | Reduced |
| ROSS\JOHNSON & Associates LLC | 2 | $107 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 3 | $161 | 0.00% | +3 | New |
| Wolff Wiese Magana LLC | 5 | $268 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 5 | $268 | 0.00% | +4+400.0% | Added |
| Principia Wealth Advisory, LLC | 6 | $283 | 0.00% | −2−25.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 8 | $428 | 0.00% | +8 | New |
| Financial Management Professionals, Inc. | 12 | $643 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 13 | $697 | 0.00% | +13 | New |
| Cromwell Holdings LLC | 14 | $750 | 0.00% | +14 | New |
| Salem Investment Counselors Inc | 15 | $804 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 15 | $804 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 16 | $857 | 0.00% | +16 | New |
| Rialto Wealth Management, LLC | 17 | $911 | 0.00% | +17 | New |
| SBI Securities Co., Ltd. | 18 | $964 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 18 | $964 | 0.00% | +13+260.0% | Added |
| Hughes Financial Services, LLC | 18 | $964 | 0.00% | +18 | New |
| Hantz Financial Services, Inc. | 27 | $1.00K | 0.00% | +27 | New |
| Colonial Trust Advisors | 20 | $1.07K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 20 | $1.07K | 0.00% | +15+300.0% | Added |
| Global Financial Private Client, LLC | 24 | $1.29K | 0.00% | +8+50.0% | Added |
| Golden State Wealth Management, LLC | 29 | $1.55K | 0.00% | −2−6.5% | Reduced |
| Bare Financial Services, Inc | 30 | $1.61K | 0.00% | +30 | New |
| Whipplewood Advisors, LLC | 188 | $1.77K | 0.00% | +155+469.7% | Added |
| Sachetta, LLC | 35 | $1.88K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 53 | $2.00K | 0.00% | +53 | New |
| Hollencrest Capital Management | 38 | $2.02K | 0.00% | +1+2.7% | Added |
| N.E.W. Advisory Services LLC | 40 | $2.14K | 0.00% | +40 | New |
| SJS Investment Consulting Inc. | 41 | $2.20K | 0.00% | −10−19.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 44 | $2.36K | 0.00% | −3−6.4% | Reduced |
| Private Wealth Management Group, LLC | 48 | $2.57K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 50 | $2.68K | 0.00% | +50 | New |
| Trust Co | 54 | $2.89K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 55 | $2.95K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 57 | $3.05K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 69 | $3.70K | 0.00% | −49−41.5% | Reduced |
| Gen-Wealth Partners Inc | 71 | $3.80K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 74 | $3.96K | 0.00% | +7+10.4% | Added |
| Cornerstone Planning Group LLC | 98 | $4.43K | 0.00% | +98 | New |
| Millstone Evans Group, LLC | 100 | $5.36K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 103 | $5.52K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 104 | $5.57K | 0.00% | +104 | New |
| Hexagon Capital Partners LLC | 109 | $5.84K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 111 | $5.95K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 122 | $6.54K | 0.00% | +52+74.3% | Added |
| Stephens Consulting, LLC | 131 | $7.02K | 0.00% | −233−64.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 132 | $7.07K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 143 | $7.66K | 0.00% | −143−50.0% | Reduced |
| NewSquare Capital LLC | 148 | $7.93K | 0.00% | +141+2,014.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 174 | $9.32K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 181 | $9.70K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 198 | $10.6K | 0.00% | −326−62.2% | Reduced |
| JFS Wealth Advisors, LLC | 198 | $10.6K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 200 | $10.7K | 0.00% | +200 | New |
| Whittier Trust Co | 201 | $10.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 208 | $11.0K | 0.01% | −73−26.0% | Reduced |
| TSFG, LLC | 205 | $11.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 209 | $11.2K | 0.00% | −35,027−99.4% | Reduced |
| Pineridge Advisors LLC | 221 | $11.9K | 0.00% | +1+0.5% | Added |
| CoreCap Advisors, LLC | 226 | $12.1K | 0.00% | −2,616−92.0% | Reduced |
| MAI Capital Management | 231 | $12.4K | 0.00% | +200+645.2% | Added |
| North Star Investment Management Corp. | 240 | $12.9K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 255 | $13.7K | 0.00% | +255 | New |
| Central Trust Co | 290 | $15.5K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 300 | $16.1K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 307 | $16.4K | 0.01% | +307 | New |
| Hemington Wealth Management | 326 | $17.0K | 0.00% | −9−2.7% | Reduced |
| GHP Investment Advisors, Inc. | 320 | $17.1K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 333 | $17.8K | 0.00% | +333 | New |
| ORG Partners LLC | 335 | $17.9K | 0.00% | +300+857.1% | Added |
| Peregrine Capital Management LLC | 340 | $18.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 344 | $18.4K | 0.00% | −2−0.6% | Reduced |
| Rise Advisors, LLC | 360 | $19.3K | 0.01% | −88−19.6% | Reduced |
| Deseret Mutual Benefit Administrators | 362 | $19.4K | 0.01% | −129−26.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 395 | $21.2K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 421 | $22.6K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 425 | $22.8K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 431 | $23.1K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 433 | $23.2K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 436 | $23.4K | 0.01% | +65+17.5% | Added |
| First Horizon Advisors, Inc. | 444 | $23.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 450 | $24.1K | 0.00% | +187+71.1% | Added |
| Optiver Holding B.V. | 466 | $25.0K | 0.00% | +466 | New |
| Rothschild Investment LLC | 526 | $28.2K | 0.00% | +10+1.9% | Added |
| Lindbrook Capital, LLC | 528 | $28.3K | 0.00% | +132+33.3% | Added |
| Elequin Capital LP | 549 | $29.4K | 0.01% | +297+117.9% | Added |
| Jones Financial Companies LLLP | 606 | $31.7K | 0.00% | +593+4,561.5% | Added |
| Aster Capital Management (DIFC) Ltd | 482 | $31.9K | 0.01% | +482 | New |
| Bessemer Group Inc | 613 | $33.0K | 0.00% | −1,417−69.8% | Reduced |
| Private Trust Co NA | 629 | $33.7K | 0.00% | −23−3.5% | Reduced |
| Continuum Advisory, LLC | 666 | $35.7K | 0.00% | −344−34.1% | Reduced |
| Eastern Bank | 679 | $36.4K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 705 | $37.8K | 0.02% | +465+193.8% | Added |
| Walleye Capital LLC | 796 | $42.6K | 0.00% | +796 | New |
| High Note Wealth, LLC | 812 | $43.5K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 575 | $45.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 863 | $46.2K | 0.00% | +239+38.3% | Added |
| Smartleaf Asset Management LLC | 929 | $48.5K | 0.00% | +22+2.4% | Added |