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 |
|---|---|---|---|---|---|
| Shell Asset Management Co | 6,768 | $363.0K | 0.02% | −327−4.6% | Reduced |
| Centiva Capital, LP | 6,847 | $366.8K | 0.02% | −21,488−75.8% | Reduced |
| Parallel Advisors, LLC | 6,851 | $366.9K | 0.01% | +5,075+285.8% | Added |
| ProShare Advisors LLC | 6,936 | $371.6K | 0.00% | −659−8.7% | Reduced |
| Farringdon Capital, Ltd. | 6,970 | $373.4K | 0.19% | +188+2.8% | Added |
| Atomi Financial Group, Inc. | 7,034 | $376.8K | 0.02% | +22+0.3% | Added |
| Quest Partners LLC | 7,041 | $377.2K | 0.04% | +7,041 | New |
| Sterling Capital Management LLC | 7,128 | $381.8K | 0.01% | −1,095−13.3% | Reduced |
| Apexium Financial, LP | 7,263 | $389.1K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 7,356 | $394.1K | 0.00% | −810−9.9% | Reduced |
| Simplex Trading, LLC | 7,395 | $396.0K | 0.01% | +998+15.6% | Added |
| Boston Trust Walden Corp | 7,500 | $401.8K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 7,546 | $404.2K | 0.06% | 00.0% | Unchanged |
| Alteri Wealth LLC | 7,562 | $405.1K | 0.18% | 00.0% | Unchanged |
| Permanens Capital L.P. | 7,580 | $406.1K | 0.07% | +7,580 | New |
| DekaBank Deutsche Girozentrale | 7,864 | $407.0K | 0.00% | 00.0% | Unchanged |
| Forum Financial Management, LP | 7,628 | $408.6K | 0.01% | −94−1.2% | Reduced |
| Longfellow Investment Management Co LLC | 7,840 | $420.0K | 0.10% | +7,840 | New |
| Meeder Advisory Services, Inc. | 7,967 | $426.8K | 0.03% | +193+2.5% | Added |
| Arnhold LLC | 8,000 | $428.6K | 0.04% | −71,820−90.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 9,459 | $431.2K | 0.01% | +3,014+46.8% | Added |
| Maryland State Retirement & Pension System | 8,158 | $437.0K | 0.01% | −1,502−15.5% | Reduced |
| Monetary Management Group Inc | 8,300 | $444.6K | 0.12% | −2,100−20.2% | Reduced |
| Tower Research Capital LLC (TRC) | 8,314 | $445.4K | 0.01% | −5,684−40.6% | Reduced |
| Congress Wealth Management LLC | 8,346 | $447.1K | 0.01% | +504+6.4% | Added |
| Vident Advisory, LLC | 8,371 | $448.5K | 0.01% | +2,004+31.5% | Added |
| Avantax Advisory Services, Inc. | 8,425 | $451.4K | 0.00% | −5,663−40.2% | Reduced |
| Umb Bank N A | 8,534 | $457.2K | 0.01% | +465+5.8% | Added |
| Equitable Trust Co | 8,600 | $460.7K | 0.03% | −5,485−38.9% | Reduced |
| Bokf, NA | 8,613 | $461.4K | 0.01% | +8,613 | New |
| GF Fund Management Co. Ltd. | 8,625 | $462.0K | 0.01% | +8,625 | New |
| Yelin Lapidot Holdings Management Ltd. | 8,652 | $463.5K | 0.09% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 8,733 | $467.8K | 0.01% | +317+3.8% | Added |
| Simmons Bank | 8,970 | $480.5K | 0.04% | +302+3.5% | Added |
| Ci Investments Inc. | 9,205 | $493.0K | 0.00% | +978+11.9% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,450 | $493.5K | 0.08% | +103+1.1% | Added |
| DnB Asset Management AS | 9,305 | $498.5K | 0.00% | +6,266+206.2% | Added |
| Alyeska Investment Group, L.P. | 9,468 | $507.2K | 0.00% | +9,468 | New |
| Prelude Capital Management, LLC | 9,513 | $509.6K | 0.05% | +9,513 | New |
| Farther Finance Advisors, LLC | 9,594 | $513.7K | 0.01% | −1,051−9.9% | Reduced |
| Canada Pension Plan Investment Board | 9,600 | $514.3K | 0.00% | −70,400−88.0% | Reduced |
| Redmont Wealth Advisors LLC | 9,899 | $530.3K | 1.03% | −3,930−28.4% | Reduced |
| Headlands Technologies LLC | 9,982 | $534.7K | 0.06% | +9,982 | New |
| Am Investment Strategies LLC | 10,000 | $536.0K | 0.13% | 00.0% | Unchanged |
| United Services Automobile Association | 10,338 | $539.9K | 0.02% | 00.0% | Unchanged |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 10,700 | $573.2K | 0.27% | +2,683+33.5% | Added |
| Sylvest Advisors, LLC | 10,918 | $584.9K | 0.37% | +557+5.4% | Added |
| Chou Associates Management Inc.SuperinvestorChou Associates | 10,987 | $588.6K | 0.32% | 00.0% | Unchanged |
| Connable Office Inc | 11,200 | $600.0K | 0.06% | 00.0% | Unchanged |
| Entropy Technologies, LP | 11,380 | $609.6K | 0.06% | +11,380 | New |
| Banque Pictet & Cie SA | 11,498 | $615.9K | 0.01% | +11,498 | New |
| Encompass More Asset Management | 11,886 | $636.7K | 0.19% | +11,886 | New |
| Evercore Wealth Management, LLC | 11,963 | $640.9K | 0.01% | −4,700−28.2% | Reduced |
| Securian Asset Management, Inc | 12,372 | $662.8K | 0.02% | +100+0.8% | Added |
| Crossmark Global Holdings, Inc. | 12,412 | $664.9K | 0.01% | +210+1.7% | Added |
| Danske Bank A/S | 12,542 | $671.9K | 0.00% | +154+1.2% | Added |
| Roberts Capital Advisors, LLC | 12,594 | $674.7K | 0.59% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 12,975 | $695.1K | 0.00% | +375+3.0% | Added |
| Secure Asset Management, LLC | 13,001 | $696.5K | 0.14% | +13,001 | New |
| Pacer Advisors, Inc. | 13,354 | $715.4K | 0.00% | −31,996−70.6% | Reduced |
| Coldstream Capital Management Inc | 13,523 | $724.4K | 0.02% | −30−0.2% | Reduced |
| SG Americas Securities, LLC | 13,633 | $730.0K | 0.00% | +11,901+687.1% | Added |
| Mariner, LLC | 13,689 | $733.3K | 0.00% | +416+3.1% | Added |
| Ieq Capital, LLC | 13,700 | $733.9K | 0.01% | +10,084+278.9% | Added |
| Thoma Capital Management LLC | 13,824 | $740.6K | 0.52% | −589−4.1% | Reduced |
| Toroso Investments, LLC | 13,847 | $741.8K | 0.01% | −6,321−31.3% | Reduced |
| Pinebridge Investments, L.P. | 13,928 | $746.1K | 0.01% | −31,031−69.0% | Reduced |
| Jefferies Financial Group Inc. | 14,133 | $757.1K | 0.01% | 00.0% | Unchanged |
| KWMG, LLC | 14,139 | $757.4K | 0.08% | −338−2.3% | Reduced |
| Catalyst Financial Partners LLC | 14,144 | $757.7K | 0.14% | +42+0.3% | Added |
| Shelton Wealth Management, LLC | 14,639 | $784.2K | 0.45% | −226−1.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 14,643 | $784.4K | 0.00% | −82,601−84.9% | Reduced |
| Ancora Advisors, LLC | 14,675 | $786.1K | 0.02% | −100−0.7% | Reduced |
| King Luther Capital Management Corp | 14,916 | $799.0K | 0.00% | −110−0.7% | Reduced |
| Credit Agricole S A | 14,997 | $803.4K | 0.00% | −13,274−47.0% | Reduced |
| Harbor Advisors LLC | 15,000 | $803.5K | 0.14% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 15,025 | $804.9K | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 15,032 | $805.3K | 0.03% | +12,072+407.8% | Added |
| Ethic Inc. | 15,256 | $816.8K | 0.02% | −525−3.3% | Reduced |
| Ofi Invest Asset Management | 16,486 | $817.6K | 0.02% | +8,905+117.5% | Added |
| Citadel Investment Advisory, Inc. | 15,285 | $819.0K | 0.40% | +500+3.4% | Added |
| Fulton Bank, N.A. | 15,414 | $825.7K | 0.03% | +602+4.1% | Added |
| Federated Hermes, Inc. | 15,417 | $825.9K | 0.00% | −22−0.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 17,299 | $876.5K | 0.01% | +2,708+18.6% | Added |
| Wolverine Trading, LLC | 16,870 | $881.0K | 0.03% | +16,870 | New |
| Blair William & Co | 17,041 | $912.9K | 0.00% | +10.0% | Added |
| Public Employees Retirement Association of Colorado | 17,034 | $913.0K | 0.00% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 17,077 | $914.8K | 0.46% | −98−0.6% | Reduced |
| Maxi Investments CY Ltd | 17,200 | $921.0K | 0.18% | −2,784−13.9% | Reduced |
| Brevan Howard Capital Management LP | 17,406 | $932.4K | 0.03% | +17,406 | New |
| MML Investors Services, LLC | 17,809 | $954.0K | 0.00% | +96+0.5% | Added |
| NorthCrest Asset Manangement, LLC | 17,876 | $957.6K | 0.03% | +26+0.1% | Added |
| Virginia Retirement Systems Et Al | 18,100 | $969.6K | 0.01% | +18,100 | New |
| Sanctuary Advisors, LLC | 18,551 | $993.8K | 0.01% | −12,854−40.9% | Reduced |
| Elo Mutual Pension Insurance Co | 18,569 | $994.7K | 0.02% | +18,569 | New |
| AMG National Trust Bank | 18,649 | $999.0K | 0.03% | −2,075−10.0% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 18,700 | $1.00M | 0.43% | +18,700 | New |
| Highland Capital Management, LLC | 19,015 | $1.02M | 0.06% | +437+2.4% | Added |
| State of Alaska, Department of Revenue | 19,079 | $1.02M | 0.01% | +570+3.1% | Added |
| Carmel Capital Partners, LLC | 19,398 | $1.04M | 0.41% | −12−0.1% | Reduced |