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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.

Institutional holdersQ1 2025: 564 institutions
Q1 2021: 451 institutionsQ2 2021: 433 institutionsQ3 2021: 474 institutionsQ4 2021: 505 institutionsQ1 2022: 473 institutionsQ2 2022: 428 institutionsQ3 2022: 423 institutionsQ4 2022: 471 institutionsQ1 2023: 464 institutionsQ2 2023: 429 institutionsQ3 2023: 439 institutionsQ4 2023: 475 institutionsQ1 2024: 480 institutionsQ2 2024: 493 institutionsQ3 2024: 534 institutionsQ4 2024: 584 institutionsQ1 2025: 564 institutionsQ2 2025: 557 institutionsQ3 2025: 570 institutionsQ4 2025: 597 institutionsQ1 2026: 561 institutionsQ2 2026: 590 institutions
Value heldQ1 2025: $7.64B
Q1 2021: $5.16BQ2 2021: $5.85BQ3 2021: $6.34BQ4 2021: $6.48BQ1 2022: $5.46BQ2 2022: $4.35BQ3 2022: $4.51BQ4 2022: $5.20BQ1 2023: $4.69BQ2 2023: $4.50BQ3 2023: $4.80BQ4 2023: $5.22BQ1 2024: $5.74BQ2 2024: $6.76BQ3 2024: $8.94BQ4 2024: $12.0BQ1 2025: $7.64BQ2 2025: $7.89BQ3 2025: $9.44BQ4 2025: $9.16BQ1 2026: $5.89BQ2 2026: $6.83B
Institutions holding JEF and their total value by quarter
QuarterHoldersValue
Q2 2026590$6.83B
Q1 2026561$5.89B
Q4 2025597$9.16B
Q3 2025570$9.44B
Q2 2025557$7.89B
Q1 2025564$7.64B
Q4 2024584$12.0B
Q3 2024534$8.94B
Q2 2024493$6.76B
Q1 2024480$5.74B
Q4 2023475$5.22B
Q3 2023439$4.80B
Q2 2023429$4.50B
Q1 2023464$4.69B
Q4 2022471$5.20B
Q3 2022423$4.51B
Q2 2022428$4.35B
Q1 2022473$5.46B
Q4 2021505$6.48B
Q3 2021474$6.34B
Q2 2021433$5.85B
Q1 2021451$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.

Institutions holding JEF in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Penn Mutual Asset Management, LLC0$00.00%−5,225−100.0%Sold out
Maven Securities LTD0$00.00%−5,200−100.0%Sold out
Bleakley Financial Group, LLC0$00.00%−5,143−100.0%Sold out
USA Financial Portformulas Corp0$00.00%−4,891−100.0%Sold out
Ellevest, Inc.0$00.00%−4,663−100.0%Sold out
Baader Bank INC0$00.00%−4,576−100.0%Sold out
Change Path, LLC0$00.00%−4,462−100.0%Sold out
Silver Oak Securities, Inc0$00.00%−4,361−100.0%Sold out
Moneta Group Investment Advisors LLC0$00.00%−4,327−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−4,016−100.0%Sold out
Kovitz Investment Group Partners, LLC0$00.00%−3,850−100.0%Sold out
CAPROCK Group, Inc.0$00.00%−3,844−100.0%Sold out
RSM US Wealth Management LLC0$00.00%−3,820−100.0%Sold out
West Michigan Advisors, LLC0$00.00%−3,821−100.0%Sold out
Evergreen Capital Management LLC0$00.00%−3,801−100.0%Sold out
Rafferty Asset Management, LLC0$00.00%−3,708−100.0%Sold out
Quantessence Capital LLC0$00.00%−3,623−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−3,570−100.0%Sold out
Ground Swell Capital, LLC0$00.00%−3,564−100.0%Sold out
United Capital Financial Advisers, LLC0$00.00%−3,485−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−3,419−100.0%Sold out
Miracle Mile Advisors, LLC0$00.00%−3,405−100.0%Sold out
Pallas Capital Advisors LLC0$00.00%−3,391−100.0%Sold out
Everence Capital Management Inc0$00.00%−3,340−100.0%Sold out
Harvest Fund Management Co., Ltd0$00.00%−3,306−100.0%Sold out
Advisory Services Network, LLC0$00.00%−3,298−100.0%Sold out
Williamson Legacy Group, LLC0$00.00%−3,229−100.0%Sold out
Atria Investments LLC0$00.00%−3,193−100.0%Sold out
Vestmark Advisory Solutions, Inc.0$00.00%−3,122−100.0%Sold out
111 Capital0$00.00%−3,109−100.0%Sold out
Keystone Investors Pte Ltd0$00.00%−3,102−100.0%Sold out
Nwam LLC0$00.00%−3,030−100.0%Sold out
Motley Fool Asset Management LLC0$00.00%−3,026−100.0%Sold out
Americana Partners, LLC0$00.00%−3,000−100.0%Sold out
Phillips Wealth Planners LLC0$00.00%−3,284−100.0%Sold out
Infrastructure Capital Advisors, LLC0$00.00%−2,961−100.0%Sold out
Wealth Architects, LLC0$00.00%−2,896−100.0%Sold out
Sage Rhino Capital LLC0$00.00%−2,884−100.0%Sold out
Twin Focus Capital Partners, LLC0$00.00%−2,835−100.0%Sold out
Neville Rodie & Shaw Inc0$00.00%−2,813−100.0%Sold out
Altfest L J & Co Inc0$00.00%−2,812−100.0%Sold out
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management0$00.00%−2,788−100.0%Sold out
Lake Street Financial LLC0$00.00%−2,750−100.0%Sold out
Compass Wealth Management LLC0$00.00%−2,700−100.0%Sold out
Wexford Capital LP0$00.00%−2,691−100.0%Sold out
CFC Planning Co LLC0$00.00%−2,640−100.0%Sold out
Williams Jones Wealth Management, LLC.0$00.00%−2,600−100.0%Sold out
Mesirow Financial Investment Management, Inc.0$00.00%−2,559−100.0%Sold out
Gordian Capital Singapore Pte Ltd0$00.00%−1,800−100.0%Sold out
Caas Capital Management LP0$00.00%−1,370−100.0%Sold out
GeoWealth Management, LLC0$00.00%−1,172−100.0%Sold out
Venturi Wealth Management, LLC0$00.00%−881−100.0%Sold out
Montag A & Associates Inc0$00.00%−568−100.0%Sold out
V-Square Quantitative Management LLC0$00.00%−343−100.0%Sold out
Decker Retirement Planning Inc.0$00.00%−176−100.0%Sold out
LGT Financial Advisors LLC0$00.00%−165−100.0%Sold out
Exchange Traded Concepts, LLC0$00.00%−163−100.0%Sold out
Caitlin John, LLC0$00.00%−61−100.0%Sold out
Atwood & Palmer Inc0$00.00%−29−100.0%Sold out
Clearstead Advisors, LLC0$00.00%−19−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−6−100.0%Sold out
HHM Wealth Advisors, LLC0$00.00%−3−100.0%Sold out
New Millennium Group LLC0$00.00%−2−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed
Caxton Associates LP––––Not filed
WR Wealth Planners, LLC––––Not filed
Carlson Capital Management––––Not filed
Global Retirement Partners, LLC––––Not filed
Lakeview Capital Partners, LLC––––Not filed
Eagle Ridge Investment Management––––Not filed
Vise Technologies, Inc.––––Not filed
Lake Street Advisors Group, LLC––––Not filed
Cassady Schiller Wealth Management, LLC––––Not filed