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 |
|---|---|---|---|---|---|
| Marex Group plc | 51,968 | $2.78M | 0.05% | +51,968 | New |
| Segall Bryant & Hamill, LLC | 52,064 | $2.79M | 0.04% | 00.0% | Unchanged |
| First Wilshire Securities Management Inc | 53,221 | $2.85M | 0.82% | −617−1.1% | Reduced |
| Covenant Asset Management, LLC | 54,374 | $2.91M | 0.73% | +835+1.6% | Added |
| Voya Investment Management LLC | 56,122 | $3.01M | 0.00% | −44,204−44.1% | Reduced |
| Public Employees Retirement System of Ohio | 57,313 | $3.07M | 0.01% | −6,203−9.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 58,588 | $3.14M | 0.24% | +58,588 | New |
| Yousif Capital Management, LLC | 58,935 | $3.16M | 0.04% | −1,441−2.4% | Reduced |
| Nebula Research & Development LLC | 59,360 | $3.18M | 0.29% | +59,360 | New |
| Gateway Investment Advisers LLC | 59,572 | $3.19M | 0.04% | +3,771+6.8% | Added |
| Insight Wealth Strategies, LLC | 60,109 | $3.22M | 0.43% | +4,166+7.4% | Added |
| Abn Amro Investment Solutions | 60,422 | $3.24M | 0.07% | +1,989+3.4% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 61,992 | $3.32M | 0.02% | +61,992 | New |
| Squarepoint Ops LLC | 63,080 | $3.38M | 0.01% | −45,259−41.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 63,680 | $3.41M | 0.03% | +386+0.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 64,054 | $3.43M | 0.23% | +50,409+369.4% | Added |
| Comerica Bank | 66,449 | $3.56M | 0.01% | −11,772−15.0% | Reduced |
| Acadian Asset Management LLC | 66,936 | $3.58M | 0.01% | −71,070−51.5% | Reduced |
| Tocqueville Asset Management L.P. | 67,369 | $3.61M | 0.06% | −605−0.9% | Reduced |
| Stifel Financial Corp | 68,626 | $3.68M | 0.00% | +39,234+133.5% | Added |
| State of Tennessee, Treasury Department | 68,857 | $3.69M | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 72,552 | $3.89M | 0.02% | −3,300−4.4% | Reduced |
| The PNC Financial Services Group, Inc. | 73,171 | $3.92M | 0.00% | −4,770−6.1% | Reduced |
| Truist Financial Corp | 75,883 | $4.07M | 0.01% | +69,765+1,140.3% | Added |
| Amalgamated Bank | 76,064 | $4.08M | 0.03% | −2,764−3.5% | Reduced |
| Lord, Abbett & Co. LLC | 77,805 | $4.17M | 0.01% | −13,046−14.4% | Reduced |
| Treasurer of the State of North Carolina | 79,867 | $4.28M | 0.02% | +3,120+4.1% | Added |
| Edgestream Partners, L.P. | 80,300 | $4.30M | 0.15% | +1,658+2.1% | Added |
| Balyasny Asset Management LLC | 80,665 | $4.32M | 0.01% | −53,430−39.8% | Reduced |
| ExodusPoint Capital Management, LP | 81,504 | $4.37M | 0.06% | +81,504 | New |
| Kera Capital Partners, Inc. | 82,311 | $4.41M | 1.31% | +43,269+110.8% | Added |
| Mutual of America Capital Management LLC | 83,797 | $4.49M | 0.05% | −1,960−2.3% | Reduced |
| Commerce Bank | 85,698 | $4.59M | 0.03% | +472+0.6% | Added |
| New York State Common Retirement Fund | 86,937 | $4.66M | 0.01% | −4,800−5.2% | Reduced |
| Ervin Investment Management, LLC | 87,485 | $4.69M | 3.16% | +52,335+148.9% | Added |
| American Century Companies Inc | 89,420 | $4.79M | 0.00% | −14,367−13.8% | Reduced |
| MetLife Investment Management | 95,917 | $5.14M | 0.03% | −1,133−1.2% | Reduced |
| CI Private Wealth, LLC | 97,380 | $5.22M | 0.01% | −9,853−9.2% | Reduced |
| RBF Capital, LLC | 100,000 | $5.36M | 0.34% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 100,000 | $5.36M | 0.47% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 101,885 | $5.46M | 1.56% | +39,704+63.9% | Added |
| Jump Financial, LLC | 102,100 | $5.47M | 0.08% | +102,100 | New |
| Brandywine Global Investment Management, LLC | 102,551 | $5.49M | 0.04% | +2,605+2.6% | Added |
| Franklin Resources Inc | 103,185 | $5.53M | 0.00% | −172,443−62.6% | Reduced |
| Lee Danner & Bass Inc | 104,690 | $5.61M | 0.45% | −5,546−5.0% | Reduced |
| Boston Common Asset Management, LLC | 107,399 | $5.75M | 0.17% | −11,906−10.0% | Reduced |
| Manufacturers Life Insurance Company, The | 109,543 | $5.87M | 0.01% | −24,754−18.4% | Reduced |
| KBC Group NV | 112,204 | $6.01M | 0.02% | +2,618+2.4% | Added |
| Poehling Capital Management, LLC | 118,768 | $6.36M | 1.61% | +2,220+1.9% | Added |
| Bridgewater Associates, LP | 120,103 | $6.43M | 0.03% | +120,103 | New |
| Price T Rowe Associates Inc | 124,321 | $6.66M | 0.00% | +9,729+8.5% | Added |
| National Bank of Canada | 125,338 | $6.71M | 0.01% | +23,152+22.7% | Added |
| State of Wisconsin Investment Board | 127,177 | $6.81M | 0.02% | −289−0.2% | Reduced |
| Gabelli Funds LLC | 129,410 | $6.93M | 0.05% | −6,300−4.6% | Reduced |
| Lighthouse Investment Partners, LLC | 134,848 | $7.22M | 0.33% | +134,848 | New |
| Great West Life Assurance Co | 135,207 | $7.24M | 0.01% | −8,119−5.7% | Reduced |
| Victory Capital Management Inc | 137,356 | $7.36M | 0.01% | −10,048−6.8% | Reduced |
| Lafayette Investments, Inc. | 138,858 | $7.44M | 1.57% | −38,359−21.6% | Reduced |
| Susquehanna International Group, LLP | 140,368 | $7.52M | 0.01% | +7,161+5.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 141,529 | $7.58M | 0.01% | +165+0.1% | Added |
| California State Teachers Retirement System | 143,866 | $7.71M | 0.01% | −1,851−1.3% | Reduced |
| Cambria Investment Management, L.P. | 144,726 | $7.75M | 0.54% | −14,718−9.2% | Reduced |
| Waterfront Wealth Inc. | 146,258 | $7.84M | 1.91% | −397−0.3% | Reduced |
| Boston Partners | 146,466 | $7.84M | 0.01% | −4,244−2.8% | Reduced |
| Quantinno Capital Management LP | 147,035 | $7.88M | 0.05% | +39,596+36.9% | Added |
| Sequoia Financial Advisors, LLC | 148,717 | $7.97M | 0.06% | +4,846+3.4% | Added |
| Beacon Investment Advisory Services, Inc. | 148,720 | $7.97M | 0.37% | −23,431−13.6% | Reduced |
| Royal Bank of Canada | 155,629 | $8.34M | 0.00% | −2,713−1.7% | Reduced |
| Rock Point Advisors, LLC | 170,605 | $9.14M | 2.82% | −36,447−17.6% | Reduced |
| Corebridge Financial, Inc. | 180,457 | $9.67M | 0.06% | −3,890−2.1% | Reduced |
| Colony Group, LLC | 182,681 | $9.79M | 0.02% | −85,661−31.9% | Reduced |
| Amundi | 208,090 | $9.98M | 0.00% | +206,002+9,866.0% | Added |
| Capital Fund Management S.A. | 187,174 | $10.0M | 0.13% | +117,946+170.4% | Added |
| New York State Teachers Retirement System | 189,289 | $10.1M | 0.02% | −20,000−9.6% | Reduced |
| Tudor Investment Corp Et Al | 192,827 | $10.3M | 0.09% | +192,827 | New |
| Kames Capital plc | 202,299 | $10.8M | 0.16% | −53,019−20.8% | Reduced |
| State Board of Administration of Florida Retirement System | 202,332 | $10.8M | 0.02% | −13,390−6.2% | Reduced |
| Verition Fund Management LLC | 208,635 | $11.2M | 0.06% | +179,658+620.0% | Added |
| Jane Street Group, LLC | 210,353 | $11.3M | 0.02% | +35,401+20.2% | Added |
| Merrion Investment Management Co, LLC | 211,614 | $11.3M | 8.14% | −1000.0% | Reduced |
| First Manhattan Co | 216,959 | $11.6M | 0.03% | −440−0.2% | Reduced |
| AQR Capital Management LLC | 235,903 | $12.1M | 0.01% | +90,608+62.4% | Added |
| Cerity Partners LLC | 226,455 | $12.1M | 0.02% | −60,164−21.0% | Reduced |
| Envestnet Asset Management Inc | 239,887 | $12.9M | 0.00% | −27,120−10.2% | Reduced |
| Russell Investments Group, Ltd. | 244,589 | $13.1M | 0.02% | −99,785−29.0% | Reduced |
| Marshall Wace, LLP | 251,570 | $13.5M | 0.02% | +235,050+1,422.8% | Added |
| Susquehanna Fundamental Investments, LLC | 252,195 | $13.5M | 0.23% | −4,740−1.8% | Reduced |
| Ossiam | 254,044 | $13.6M | 0.19% | +251,380+9,436.2% | Added |
| Oppenheimer & Co Inc | 264,074 | $14.1M | 0.21% | −14,004−5.0% | Reduced |
| Cubist Systematic Strategies, LLC | 274,806 | $14.7M | 0.19% | +274,806 | New |
| Tran Capital Management, L.P. | 276,532 | $14.8M | 1.99% | +276,532 | New |
| Raymond James Financial Inc | 285,072 | $15.3M | 0.01% | −162,918−36.4% | Reduced |
| Swiss National Bank | 298,600 | $16.0M | 0.01% | −4,600−1.5% | Reduced |
| Eisler Capital Management Ltd. | 306,250 | $16.4M | 0.49% | +306,250 | New |
| Intech Investment Management LLC | 320,523 | $17.2M | 0.18% | +124,853+63.8% | Added |
| Wells Fargo & Company | 327,087 | $17.5M | 0.00% | +6,632+2.1% | Added |
| California Public Employees Retirement System | 332,404 | $17.8M | 0.01% | −2,386−0.7% | Reduced |
| Robotti Robert | 343,528 | $18.4M | 3.69% | −64,316−15.8% | Reduced |
| LPL Financial LLC | 346,882 | $18.6M | 0.01% | −28,649−7.6% | Reduced |
| Ameriprise Financial Inc | 357,770 | $19.2M | 0.01% | +2,288+0.6% | Added |