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 |
|---|---|---|---|---|---|
| Legal & General Group Plc | 360,487 | $19.3M | 0.01% | −53,320−12.9% | Reduced |
| Allianz Asset Management GmbH | 361,270 | $19.4M | 0.03% | −4,636−1.3% | Reduced |
| SEI Investments Co | 377,390 | $20.2M | 0.03% | −45,643−10.8% | Reduced |
| Janus Henderson Group PLC | 388,161 | $20.3M | 0.01% | −86,936−18.3% | Reduced |
| Bamco Inc | 379,528 | $20.3M | 0.06% | +100,000+35.8% | Added |
| Spears Abacus Advisors LLC | 380,243 | $20.4M | 0.44% | +380,243 | New |
| Private Capital Management, LLC | 398,459 | $21.3M | 2.38% | −117,561−22.8% | Reduced |
| Assenagon Asset Management S.A. | 401,454 | $21.5M | 0.04% | −400,912−50.0% | Reduced |
| UBS Group AG | 403,467 | $21.6M | 0.00% | +138,506+52.3% | Added |
| STRS Ohio | 408,681 | $21.9M | 0.09% | −34,279−7.7% | Reduced |
| Zurich Insurance Group Ltd | 424,434 | $22.7M | 0.18% | −122,726−22.4% | Reduced |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 433,558 | $23.2M | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 436,450 | $23.4M | 0.03% | −9,997−2.2% | Reduced |
| UBS Asset Management Americas Inc | 437,839 | $23.5M | 0.01% | −25,738−5.6% | Reduced |
| GoodHaven Capital Management, LLC | 439,987 | $23.6M | 7.98% | −9,571−2.1% | Reduced |
| Deutsche Bank AG | 442,588 | $23.7M | 0.01% | −161,514−26.7% | Reduced |
| Artemis Investment Management LLP | 450,043 | $24.1M | 0.37% | −944,762−67.7% | Reduced |
| Rhumbline Advisers | 455,232 | $24.4M | 0.02% | −6,655−1.4% | Reduced |
| Citigroup Inc | 479,563 | $25.7M | 0.02% | −7,515,314−94.0% | Reduced |
| LSV Asset Management | 489,300 | $26.2M | 0.06% | −266,800−35.3% | Reduced |
| Retirement Systems of Alabama | 497,161 | $26.6M | 0.10% | +769+0.2% | Added |
| NewEdge Wealth, LLC | 502,900 | $26.9M | 0.49% | +52,761+11.7% | Added |
| First Trust Advisors LP | 515,732 | $27.6M | 0.02% | −70,619−12.0% | Reduced |
| Miller Howard Investments Inc | 520,350 | $27.9M | 0.89% | −797,841−60.5% | Reduced |
| Mraz, Amerine & Associates, Inc. | 542,398 | $28.3M | 4.87% | +3,699+0.7% | Added |
| Moerus Capital Management LLC | 574,253 | $30.8M | 13.76% | −65,951−10.3% | Reduced |
| Freestone Grove Partners LP | 595,137 | $31.9M | 0.33% | +595,137 | New |
| Two Sigma Advisers, LP | 599,800 | $32.1M | 0.07% | +167,600+38.8% | Added |
| Citadel Advisors LLC | 619,703 | $33.2M | 0.03% | +427,846+223.0% | Added |
| Hosking Partners LLP | 623,813 | $33.4M | 1.41% | −69,304−10.0% | Reduced |
| Voloridge Investment Management, LLC | 631,503 | $33.8M | 0.13% | +169,957+36.8% | Added |
| Private Management Group Inc | 649,540 | $34.8M | 1.24% | −25,472−3.8% | Reduced |
| Renaissance Technologies LLC | 678,437 | $36.3M | 0.06% | +678,437 | New |
| FMR LLC | 748,395 | $40.1M | 0.00% | −4,632,754−86.1% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 798,000 | $42.7M | 0.60% | +373,000+87.8% | Added |
| Captrust Financial Advisors | 831,351 | $44.5M | 0.11% | −2,795−0.3% | Reduced |
| Two Sigma Investments, LP | 1,059,772 | $56.8M | 0.12% | +404,117+61.6% | Added |
| Nuveen, LLC | 1,100,843 | $59.0M | 0.02% | +1,100,843 | New |
| Charles Schwab Investment Management Inc | 1,127,474 | $60.4M | 0.01% | −23,697−2.1% | Reduced |
| Qube Research & Technologies Ltd | 1,227,435 | $65.8M | 0.10% | +949,102+341.0% | Added |
| Beck Mack & Oliver LLC | 1,312,904 | $70.3M | 1.40% | −44,930−3.3% | Reduced |
| Fisher Asset Management, LLC | 1,434,078 | $76.8M | 0.03% | +655,315+84.1% | Added |
| Northern Trust Corp | 1,551,611 | $83.1M | 0.01% | −30,464−1.9% | Reduced |
| Goldman Sachs Group Inc | 1,579,397 | $84.6M | 0.02% | +345,927+28.0% | Added |
| Principal Financial Group Inc | 1,587,779 | $85.1M | 0.05% | −58,065−3.5% | Reduced |
| Millennium Management LLC | 1,631,953 | $87.4M | 0.08% | +1,499,563+1,132.7% | Added |
| Bank of America Corp | 1,695,050 | $90.8M | 0.01% | −110,847−6.1% | Reduced |
| Bank of New York Mellon Corp | 1,703,346 | $91.2M | 0.02% | −24,636−1.4% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,974,292 | $105.8M | 0.38% | −73,717−3.6% | Reduced |
| Invesco Ltd. | 2,083,808 | $111.6M | 0.02% | −3,209,959−60.6% | Reduced |
| Norges Bank | 2,119,719 | $113.6M | 0.02% | +1,666,660+367.9% | Added |
| Morgan Stanley | 2,339,321 | $125.3M | 0.01% | −430,338−15.5% | Reduced |
| First Pacific Advisors, LP | 2,580,823 | $138.3M | 2.22% | −220,675−7.9% | Reduced |
| Dimensional Fund Advisors LP | 2,613,516 | $140.0M | 0.03% | −523,941−16.7% | Reduced |
| Barclays PLC | 2,801,325 | $150.1M | 0.07% | +666,894+31.2% | Added |
| Geode Capital Management, LLC | 2,966,448 | $159.0M | 0.01% | +188,496+6.8% | Added |
| Massachusetts Mutual Life Insurance Co | 4,655,231 | $249.4M | 16.81% | 00.0% | Unchanged |
| State Street Corp | 5,092,960 | $272.8M | 0.01% | +7,762+0.2% | Added |
| JPMorgan Chase & Co | 5,126,514 | $274.6M | 0.02% | +1,184,822+30.1% | Added |
| Allspring Global Investments Holdings, LLC | 6,412,167 | $343.3M | 0.60% | +246,578+4.0% | Added |
| Alliancebernstein L.P. | 6,808,340 | $364.7M | 0.13% | +819,594+13.7% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 9,247,081 | $495.4M | 9.08% | 00.0% | Unchanged |
| Vanguard Group Inc | 15,275,117 | $818.3M | 0.01% | −79,516−0.5% | Reduced |
| BlackRock, Inc. | 15,833,199 | $848.2M | 0.02% | +59,066+0.4% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −237−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −1,720,327−100.0% | Sold out |
| Trivest Advisors Ltd | 0 | $0 | 0.00% | −178,640−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −84,248−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −57,026−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −52,876−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −49,735−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −41,433−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −39,776−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −38,338−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −36,579−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −35,424−100.0% | Sold out |
| HWG Holdings LP | 0 | $0 | 0.00% | −35,333−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −29,575−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −27,088−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −25,885−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −21,541−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −17,334−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −16,336−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −14,496−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −13,818−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −12,194−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −11,967−100.0% | Sold out |
| HMS Capital Management, LLC | 0 | $0 | 0.00% | −10,033−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −9,845−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −9,748−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −9,511−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −9,245−100.0% | Sold out |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −8,216−100.0% | Sold out |
| Petra Financial Advisors Inc | 0 | $0 | 0.00% | −6,850−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −6,420−100.0% | Sold out |
| First Heartland Consultants, Inc. | 0 | $0 | 0.00% | −6,320−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −6,128−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −5,593−100.0% | Sold out |