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 |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 948 | $50.8K | 0.01% | +160+20.3% | Added |
| Cullen/Frost Bankers, Inc. | 1,000 | $53.6K | 0.00% | −472−32.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,009 | $54.0K | 0.00% | −292−22.4% | Reduced |
| Plato Investment Management Ltd | 1,034 | $56.0K | 0.00% | −8,975−89.7% | Reduced |
| GAMMA Investing LLC | 1,151 | $61.7K | 0.00% | +637+123.9% | Added |
| Washington Trust Advisors, Inc. | 1,232 | $66.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,239 | $66.4K | 0.00% | +1,202+3,248.6% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 1,240 | $66.5K | 0.02% | +1,240 | New |
| Albion Financial Group | 1,260 | $67.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,387 | $74.3K | 0.00% | +649+87.9% | Added |
| Geneos Wealth Management Inc. | 1,390 | $74.5K | 0.00% | +53+4.0% | Added |
| CWM, LLC | 1,419 | $76.0K | 0.00% | −263−15.6% | Reduced |
| Allworth Financial LP | 1,631 | $76.2K | 0.00% | −1,587−49.3% | Reduced |
| Macquarie Group Ltd | 1,428 | $76.5K | 0.00% | −1,804−55.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,454 | $78.0K | 0.00% | +1,454 | New |
| TD Private Client Wealth LLC | 1,492 | $79.9K | 0.00% | −1,216−44.9% | Reduced |
| Nomura Asset Management Co Ltd | 1,520 | $81.4K | 0.00% | −730−32.4% | Reduced |
| Massmutual Trust Co FSB | 1,525 | $81.7K | 0.00% | +783+105.5% | Added |
| Glen Eagle Advisors, LLC | 1,720 | $92.1K | 0.02% | −115−6.3% | Reduced |
| Sierra Ocean, LLC | 1,848 | $99.0K | 0.08% | +1,648+824.0% | Added |
| Spire Wealth Management | 1,870 | $100.2K | 0.00% | −100−5.1% | Reduced |
| Private Wealth Asset Management, LLC | 2,054 | $110.0K | 0.02% | +2,054 | New |
| Ridgewood Investments LLC | 2,200 | $117.9K | 0.05% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,282 | $122.2K | 0.00% | +436+23.6% | Added |
| Creative Financial Designs Inc | 2,282 | $122.2K | 0.01% | +1,059+86.6% | Added |
| HM Payson & Co | 2,400 | $128.6K | 0.00% | −1,300−35.1% | Reduced |
| Assetmark, Inc | 2,521 | $135.1K | 0.00% | −63−2.4% | Reduced |
| Colonial Trust Co | 2,578 | $138.1K | 0.02% | −40−1.5% | Reduced |
| Old Point Trust & Financial Services N A | 2,592 | $138.9K | 0.05% | +2,592 | New |
| Ronald Blue Trust, Inc. | 2,842 | $152.2K | 0.00% | −955−25.2% | Reduced |
| Fifth Third Bancorp | 2,873 | $153.9K | 0.00% | +349+13.8% | Added |
| Newbridge Financial Services Group, Inc. | 2,900 | $155.4K | 0.04% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 2,950 | $158.0K | 0.12% | +2,950 | New |
| Steward Partners Investment Advisory, LLC | 3,022 | $161.9K | 0.00% | −153−4.8% | Reduced |
| VSM Wealth Advisory, LLC | 3,420 | $183.2K | 0.07% | 00.0% | Unchanged |
| NBC Securities, Inc. | 3,438 | $184.0K | 0.02% | +3,435+114,500.0% | Added |
| Hamilton Capital Partners Inc. | 3,473 | $186.0K | 0.01% | −99−2.8% | Reduced |
| Guggenheim Capital LLC | 3,741 | $200.4K | 0.00% | +829+28.5% | Added |
| Blankinship & Foster, LLC | 3,741 | $200.4K | 0.05% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,765 | $201.7K | 0.01% | −111−2.9% | Reduced |
| SMART Wealth LLC | 3,779 | $202.4K | 0.07% | +3,779 | New |
| Belmont Capital, LLC | 3,863 | $206.9K | 0.04% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 3,898 | $208.8K | 0.04% | +3,898 | New |
| Meiji Yasuda Asset Management Co Ltd. | 3,901 | $209.0K | 0.01% | −61−1.5% | Reduced |
| Creekside Partners | 3,910 | $209.5K | 0.11% | 00.0% | Unchanged |
| R Squared Ltd | 3,920 | $210.0K | 0.22% | +3,920 | New |
| Moody Aldrich Partners LLC | 4,074 | $218.2K | 0.05% | −1,587−28.0% | Reduced |
| Diligent Investors, LLC | 4,100 | $219.6K | 0.05% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 4,106 | $220.0K | 0.00% | −701−14.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,140 | $222.0K | 0.00% | −5,047−54.9% | Reduced |
| MKT Advisors LLC | 5,275 | $222.3K | 0.10% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 4,150 | $222.3K | 0.00% | +4,150 | New |
| Sanders Morris Harris LLC | 4,200 | $225.0K | 0.03% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 4,263 | $228.6K | 0.01% | +1,600+60.1% | Added |
| Michael B. Yongue | 4,294 | $230.0K | 0.29% | +4,294 | New |
| Sage Capital Management, LLC | 4,407 | $236.0K | 0.13% | +28+0.6% | Added |
| Pinnacle Financial Partners Inc | 4,450 | $238.4K | 0.00% | +125+2.9% | Added |
| Ritholtz Wealth Management | 4,490 | $240.5K | 0.01% | −19−0.4% | Reduced |
| Vestor Capital, LLC | 4,646 | $249.0K | 0.02% | 00.0% | Unchanged |
| Pitcairn Co | 4,680 | $250.7K | 0.02% | +184+4.1% | Added |
| Paradigm Financial Partners, LLC | 4,730 | $253.4K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,816 | $258.0K | 0.00% | +76+1.6% | Added |
| Stephens Inc | 4,832 | $258.9K | 0.00% | −4,248−46.8% | Reduced |
| TownSquare Capital, LLC | 4,851 | $259.9K | 0.00% | +2,095+76.0% | Added |
| Oppenheimer Asset Management Inc. | 4,884 | $261.6K | 0.00% | +4,884 | New |
| Alaska Permanent Fund Corp | 5,622 | $262.7K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 4,922 | $264.0K | 0.00% | +768+18.5% | Added |
| Catalyst Funds Management Pty Ltd | 4,980 | $266.8K | 0.07% | −11,470−69.7% | Reduced |
| Sciencast Management LP | 4,983 | $266.9K | 0.06% | +4,983 | New |
| Fifth Third Wealth Advisors LLC | 5,034 | $269.7K | 0.01% | −387−7.1% | Reduced |
| Panagora Asset Management Inc | 5,066 | $271.4K | 0.00% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 5,071 | $271.7K | 0.01% | +68+1.4% | Added |
| Checchi Capital Advisers, LLC | 5,089 | $272.6K | 0.02% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 5,102 | $273.3K | 0.00% | +1,157+29.3% | Added |
| Insigneo Advisory Services, LLC | 5,148 | $275.8K | 0.03% | −190−3.6% | Reduced |
| BFSG, LLC | 5,394 | $288.9K | 0.04% | −370−6.4% | Reduced |
| M.E. Allison & Co., Inc. | 5,400 | $289.3K | 0.29% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 5,422 | $290.5K | 0.13% | +5,422 | New |
| EntryPoint Capital, LLC | 5,423 | $290.5K | 0.13% | +5,423 | New |
| Whitener Capital Management, Inc. | 5,495 | $294.4K | 0.08% | −100−1.8% | Reduced |
| HighPoint Advisor Group LLC | 6,484 | $305.3K | 0.02% | −1,377−17.5% | Reduced |
| Quent Capital, LLC | 5,791 | $310.2K | 0.03% | −490−7.8% | Reduced |
| Shelton Capital Management | 5,830 | $312.3K | 0.01% | −297−4.8% | Reduced |
| Greenleaf Trust | 5,848 | $313.3K | 0.00% | −706−10.8% | Reduced |
| Versor Investments LP | 5,852 | $313.5K | 0.05% | +5,852 | New |
| Whittier Trust Co of Nevada Inc | 5,865 | $314.1K | 0.01% | +41+0.7% | Added |
| PFG Investments, LLC | 5,893 | $315.7K | 0.02% | −185−3.0% | Reduced |
| HB Wealth Management, LLC | 5,918 | $317.1K | 0.00% | +527+9.8% | Added |
| Daymark Wealth Partners, LLC | 5,976 | $320.1K | 0.01% | +29+0.5% | Added |
| Searle & Co. | 6,000 | $321.4K | 0.09% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 6,000 | $321.4K | 0.05% | 00.0% | Unchanged |
| Country Club Bank | 6,200 | $323.8K | 0.02% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 6,051 | $324.2K | 0.01% | −75−1.2% | Reduced |
| Aspiriant, LLC | 6,135 | $328.7K | 0.01% | +59+1.0% | Added |
| NorthRock Partners, LLC | 6,198 | $332.0K | 0.01% | +457+8.0% | Added |
| Maple Capital Management, Inc. | 6,318 | $338.5K | 0.03% | +20.0% | Added |
| Net Worth Advisory Group | 6,614 | $354.3K | 0.11% | +126+1.9% | Added |
| CIBC Asset Management Inc | 6,649 | $356.2K | 0.00% | +142+2.2% | Added |
| Cooper Financial Group | 6,727 | $360.3K | 0.05% | +41+0.6% | Added |
| Point72 (DIFC) Ltd | 6,755 | $361.9K | 0.03% | +6,755 | New |