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 |
|---|---|---|---|---|---|
| Prudential Financial Inc | 19,808 | $1.06M | 0.00% | +7,107+56.0% | Added |
| Twinbeech Capital LP | 19,927 | $1.07M | 0.02% | +19,927 | New |
| Bridgeway Capital Management, LLC | 20,000 | $1.07M | 0.03% | +20,000 | New |
| Bayesian Capital Management, LP | 20,000 | $1.07M | 0.18% | +20,000 | New |
| Bard Financial Services, Inc. | 20,675 | $1.11M | 0.14% | −125−0.6% | Reduced |
| Engineers Gate Manager LP | 20,987 | $1.12M | 0.02% | +20,987 | New |
| XTX Topco Ltd | 21,145 | $1.13M | 0.06% | −5,284−20.0% | Reduced |
| Gotham Asset Management, LLC | 21,410 | $1.15M | 0.01% | −296−1.4% | Reduced |
| JustInvest LLC | 21,588 | $1.16M | 0.02% | +2,057+10.5% | Added |
| Aigen Investment Management, LP | 21,621 | $1.16M | 0.18% | +21,621 | New |
| Storebrand Asset Management AS | 21,670 | $1.16M | 0.00% | −628−2.8% | Reduced |
| Summit Financial, LLC | 21,779 | $1.17M | 0.03% | +72+0.3% | Added |
| Pictet Asset Management Holding SA | 22,202 | $1.19M | 0.00% | +266+1.2% | Added |
| Lazard Asset Management LLC | 22,507 | $1.20M | 0.00% | +7,995+55.1% | Added |
| Neuberger Berman Group LLC | 22,519 | $1.21M | 0.00% | −521,359−95.9% | Reduced |
| Condor Capital Management | 22,632 | $1.21M | 0.11% | −233−1.0% | Reduced |
| Bank of Montreal | 22,909 | $1.23M | 0.00% | +217+1.0% | Added |
| MorganRosel Wealth Management, LLC | 23,039 | $1.23M | 0.37% | +23,039 | New |
| QRG Capital Management, Inc. | 23,098 | $1.24M | 0.01% | −1,726−7.0% | Reduced |
| GWM Advisors LLC | 23,219 | $1.24M | 0.01% | −3,690−13.7% | Reduced |
| Xponance, Inc. | 23,789 | $1.27M | 0.01% | −1,378−5.5% | Reduced |
| Tiaa Trust, National Association | 24,129 | $1.29M | 0.00% | +20,253+522.5% | Added |
| Parsons Capital Management Inc | 24,743 | $1.33M | 0.07% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 24,792 | $1.33M | 0.14% | +1,445+6.2% | Added |
| Centennial Bank | 24,935 | $1.34M | 0.64% | −81−0.3% | Reduced |
| Prescott Group Capital Management, L.L.C. | 25,000 | $1.34M | 0.19% | 00.0% | Unchanged |
| US Bancorp | 25,484 | $1.37M | 0.00% | −3,903−13.3% | Reduced |
| Park Avenue Securities LLC | 25,529 | $1.37M | 0.02% | −8,559−25.1% | Reduced |
| Pathstone Holdings, LLC | 25,615 | $1.38M | 0.01% | +930+3.8% | Added |
| Mackenzie Financial Corp | 26,001 | $1.39M | 0.00% | +2,773+11.9% | Added |
| Mercer Global Advisors Inc | 26,846 | $1.44M | 0.00% | −1,412−5.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 26,980 | $1.45M | 0.06% | −33,088−55.1% | Reduced |
| Epacria Capital Partners, LLC | 27,381 | $1.47M | 1.19% | −13,500−33.0% | Reduced |
| MBM Wealth Consultants, LLC | 27,627 | $1.48M | 0.44% | −216−0.8% | Reduced |
| Man Group plc | 27,697 | $1.48M | 0.00% | +18,009+185.9% | Added |
| HighTower Advisors, LLC | 27,844 | $1.49M | 0.00% | −3,068−9.9% | Reduced |
| HSBC Holdings PLC | 28,288 | $1.49M | 0.00% | +17,486+161.9% | Added |
| VestGen Advisors, LLC | 27,894 | $1.49M | 0.07% | +27,894 | New |
| Wellington Shields Capital Management, LLC | 28,000 | $1.50M | 0.27% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 28,353 | $1.52M | 0.12% | −41,877−59.6% | Reduced |
| Moors & Cabot, Inc. | 28,500 | $1.53M | 0.08% | +8,750+44.3% | Added |
| Illinois Municipal Retirement Fund | 28,781 | $1.54M | 0.02% | 00.0% | Unchanged |
| Utah Retirement Systems | 28,784 | $1.54M | 0.02% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 29,542 | $1.58M | 0.01% | +8,229+38.6% | Added |
| Intrinsic Value Partners, LLC | 29,934 | $1.60M | 1.58% | −759−2.5% | Reduced |
| Cetera Investment Advisers | 29,973 | $1.61M | 0.00% | −2,749−8.4% | Reduced |
| FJ Capital Management LLC | 30,148 | $1.62M | 0.17% | +3,912+14.9% | Added |
| Radnor Capital Management, LLC | 30,210 | $1.62M | 0.27% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 30,264 | $1.62M | 0.00% | +30,264 | New |
| Modera Wealth Management, LLC | 30,324 | $1.62M | 0.02% | −326−1.1% | Reduced |
| Harbour Capital Advisors, LLC | 33,965 | $1.63M | 0.40% | +6,530+23.8% | Added |
| Bank of Nova Scotia | 30,888 | $1.65M | 0.00% | +30,888 | New |
| KLP Kapitalforvaltning AS | 31,200 | $1.67M | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 31,898 | $1.71M | 0.01% | −757−2.3% | Reduced |
| Oregon Public Employees Retirement Fund | 32,987 | $1.77M | 0.03% | −100−0.3% | Reduced |
| New Mexico Educational Retirement Board | 33,119 | $1.77M | 0.06% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 36,965 | $1.93M | 0.26% | +36,965 | New |
| ACR Alpine Capital Research, LLC | 36,155 | $1.94M | 0.04% | −70,659−66.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 36,201 | $1.94M | 0.03% | +120+0.3% | Added |
| M&T Bank Corp | 37,431 | $2.01M | 0.01% | −4,277−10.3% | Reduced |
| Point72 Hong Kong Ltd | 38,042 | $2.04M | 0.15% | +38,042 | New |
| Wittenberg Investment Management, Inc. | 38,170 | $2.04M | 0.92% | −1,600−4.0% | Reduced |
| Thrivent Financial for Lutherans | 38,174 | $2.04M | 0.00% | −14,136−27.0% | Reduced |
| Natixis | 39,344 | $2.05M | 0.01% | +39,344 | New |
| Caxton Associates LLP | 38,296 | $2.05M | 0.07% | +38,296 | New |
| Brinker Capital Investments, LLC | 38,874 | $2.08M | 0.02% | −322−0.8% | Reduced |
| Orion Portfolio Solutions, LLC | 38,874 | $2.08M | 0.02% | −322−0.8% | Reduced |
| Evelyn Partners Investment Management LLP | 38,888 | $2.08M | 0.07% | −880−2.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 38,919 | $2.08M | 0.01% | +3,065+8.5% | Added |
| State of Michigan Retirement System | 39,016 | $2.09M | 0.01% | +600+1.6% | Added |
| Intrepid Capital Management Inc | 39,025 | $2.09M | 1.02% | −3,860−9.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 39,273 | $2.10M | 0.01% | −1,394−3.4% | Reduced |
| Safeguard Investment Advisory Group, LLC | 39,437 | $2.11M | 0.57% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 39,439 | $2.11M | 0.57% | +39,439 | New |
| Schonfeld Strategic Advisors LLC | 39,989 | $2.14M | 0.01% | −14,496−26.6% | Reduced |
| AlphaCore Capital LLC | 40,729 | $2.18M | 0.19% | +576+1.4% | Added |
| Natixis Advisors, L.P. | 40,804 | $2.19M | 0.00% | +5,871+16.8% | Added |
| Wedge Capital Management L L P | 41,173 | $2.21M | 0.04% | +13,195+47.2% | Added |
| Empowered Funds, LLC | 41,430 | $2.22M | 0.03% | −83,079−66.7% | Reduced |
| State of New Jersey Common Pension Fund D | 41,527 | $2.22M | 0.01% | −5,452−11.6% | Reduced |
| BNP Paribas Arbitrage, SA | 42,554 | $2.28M | 0.00% | +22,268+109.8% | Added |
| Handelsbanken Fonder AB | 43,003 | $2.30M | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 44,210 | $2.37M | 0.02% | −520−1.2% | Reduced |
| CIBC Private Wealth Group, LLC | 58,032 | $2.38M | 0.01% | +181+0.3% | Added |
| Qsemble Capital Management, LP | 44,661 | $2.39M | 0.25% | +44,661 | New |
| FORA Capital, LLC | 44,721 | $2.40M | 0.24% | +34,282+328.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 45,062 | $2.41M | 0.07% | +594+1.3% | Added |
| Louisiana State Employees Retirement System | 45,600 | $2.44M | 0.05% | +500+1.1% | Added |
| Richard Bernstein Advisors LLC | 46,051 | $2.47M | 0.06% | +46,051 | New |
| Laurion Capital Management LP | 46,240 | $2.48M | 0.19% | −21,798−32.0% | Reduced |
| Advisor Group Holdings, Inc. | 47,013 | $2.52M | 0.01% | −14,636−23.7% | Reduced |
| Commonwealth Equity Services, LLC | 47,164 | $2.53M | 0.00% | +603+1.3% | Added |
| PGGM Investments | 48,676 | $2.61M | 0.04% | 00.0% | Unchanged |
| 1492 Capital Management LLC | 49,222 | $2.64M | 1.42% | −48,063−49.4% | Reduced |
| Creative Planning | 49,287 | $2.64M | 0.00% | +18,346+59.3% | Added |
| Ensign Peak Advisors, Inc | 49,441 | $2.65M | 0.01% | +1,652+3.5% | Added |
| Teachers Retirement System of the State of Kentucky | 50,535 | $2.71M | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 51,140 | $2.74M | 0.09% | +18,623+57.3% | Added |
| Cresset Asset Management, LLC | 51,518 | $2.76M | 0.01% | −2,709−5.0% | Reduced |
| PEAK6 LLC | 51,652 | $2.77M | 0.11% | +51,652 | New |