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 |
|---|---|---|---|---|---|
| Boston Partners | 146,466 | $7.84M | 0.01% | −4,244−2.8% | Reduced |
| Waterfront Wealth Inc. | 146,258 | $7.84M | 1.91% | −397−0.3% | Reduced |
| Cambria Investment Management, L.P. | 144,726 | $7.75M | 0.54% | −14,718−9.2% | Reduced |
| California State Teachers Retirement System | 143,866 | $7.71M | 0.01% | −1,851−1.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 141,529 | $7.58M | 0.01% | +165+0.1% | Added |
| Susquehanna International Group, LLP | 140,368 | $7.52M | 0.01% | +7,161+5.4% | Added |
| Lafayette Investments, Inc. | 138,858 | $7.44M | 1.57% | −38,359−21.6% | Reduced |
| Victory Capital Management Inc | 137,356 | $7.36M | 0.01% | −10,048−6.8% | Reduced |
| Great West Life Assurance Co | 135,207 | $7.24M | 0.01% | −8,119−5.7% | Reduced |
| Lighthouse Investment Partners, LLC | 134,848 | $7.22M | 0.33% | +134,848 | New |
| Gabelli Funds LLC | 129,410 | $6.93M | 0.05% | −6,300−4.6% | Reduced |
| State of Wisconsin Investment Board | 127,177 | $6.81M | 0.02% | −289−0.2% | Reduced |
| National Bank of Canada | 125,338 | $6.71M | 0.01% | +23,152+22.7% | Added |
| Price T Rowe Associates Inc | 124,321 | $6.66M | 0.00% | +9,729+8.5% | Added |
| Bridgewater Associates, LP | 120,103 | $6.43M | 0.03% | +120,103 | New |
| Poehling Capital Management, LLC | 118,768 | $6.36M | 1.61% | +2,220+1.9% | Added |
| KBC Group NV | 112,204 | $6.01M | 0.02% | +2,618+2.4% | Added |
| Manufacturers Life Insurance Company, The | 109,543 | $5.87M | 0.01% | −24,754−18.4% | Reduced |
| Boston Common Asset Management, LLC | 107,399 | $5.75M | 0.17% | −11,906−10.0% | Reduced |
| Lee Danner & Bass Inc | 104,690 | $5.61M | 0.45% | −5,546−5.0% | Reduced |
| Franklin Resources Inc | 103,185 | $5.53M | 0.00% | −172,443−62.6% | Reduced |
| Brandywine Global Investment Management, LLC | 102,551 | $5.49M | 0.04% | +2,605+2.6% | Added |
| Jump Financial, LLC | 102,100 | $5.47M | 0.08% | +102,100 | New |
| Riggs Asset Managment Co. Inc. | 101,885 | $5.46M | 1.56% | +39,704+63.9% | Added |
| 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 |
| CI Private Wealth, LLC | 97,380 | $5.22M | 0.01% | −9,853−9.2% | Reduced |
| MetLife Investment Management | 95,917 | $5.14M | 0.03% | −1,133−1.2% | Reduced |
| American Century Companies Inc | 89,420 | $4.79M | 0.00% | −14,367−13.8% | Reduced |
| Ervin Investment Management, LLC | 87,485 | $4.69M | 3.16% | +52,335+148.9% | Added |
| New York State Common Retirement Fund | 86,937 | $4.66M | 0.01% | −4,800−5.2% | Reduced |
| Commerce Bank | 85,698 | $4.59M | 0.03% | +472+0.6% | Added |
| Mutual of America Capital Management LLC | 83,797 | $4.49M | 0.05% | −1,960−2.3% | Reduced |
| Kera Capital Partners, Inc. | 82,311 | $4.41M | 1.31% | +43,269+110.8% | Added |
| ExodusPoint Capital Management, LP | 81,504 | $4.37M | 0.06% | +81,504 | New |
| Balyasny Asset Management LLC | 80,665 | $4.32M | 0.01% | −53,430−39.8% | Reduced |
| Edgestream Partners, L.P. | 80,300 | $4.30M | 0.15% | +1,658+2.1% | Added |
| Treasurer of the State of North Carolina | 79,867 | $4.28M | 0.02% | +3,120+4.1% | Added |
| Lord, Abbett & Co. LLC | 77,805 | $4.17M | 0.01% | −13,046−14.4% | Reduced |
| Amalgamated Bank | 76,064 | $4.08M | 0.03% | −2,764−3.5% | Reduced |
| Truist Financial Corp | 75,883 | $4.07M | 0.01% | +69,765+1,140.3% | Added |
| The PNC Financial Services Group, Inc. | 73,171 | $3.92M | 0.00% | −4,770−6.1% | Reduced |
| Nisa Investment Advisors, LLC | 72,552 | $3.89M | 0.02% | −3,300−4.4% | Reduced |
| State of Tennessee, Treasury Department | 68,857 | $3.69M | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 68,626 | $3.68M | 0.00% | +39,234+133.5% | Added |
| Tocqueville Asset Management L.P. | 67,369 | $3.61M | 0.06% | −605−0.9% | Reduced |
| Acadian Asset Management LLC | 66,936 | $3.58M | 0.01% | −71,070−51.5% | Reduced |
| Comerica Bank | 66,449 | $3.56M | 0.01% | −11,772−15.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 64,054 | $3.43M | 0.23% | +50,409+369.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 63,680 | $3.41M | 0.03% | +386+0.6% | Added |
| Squarepoint Ops LLC | 63,080 | $3.38M | 0.01% | −45,259−41.8% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 61,992 | $3.32M | 0.02% | +61,992 | New |
| Abn Amro Investment Solutions | 60,422 | $3.24M | 0.07% | +1,989+3.4% | Added |
| Insight Wealth Strategies, LLC | 60,109 | $3.22M | 0.43% | +4,166+7.4% | Added |
| Gateway Investment Advisers LLC | 59,572 | $3.19M | 0.04% | +3,771+6.8% | Added |
| Nebula Research & Development LLC | 59,360 | $3.18M | 0.29% | +59,360 | New |
| Yousif Capital Management, LLC | 58,935 | $3.16M | 0.04% | −1,441−2.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 58,588 | $3.14M | 0.24% | +58,588 | New |
| Public Employees Retirement System of Ohio | 57,313 | $3.07M | 0.01% | −6,203−9.8% | Reduced |
| Voya Investment Management LLC | 56,122 | $3.01M | 0.00% | −44,204−44.1% | Reduced |
| Covenant Asset Management, LLC | 54,374 | $2.91M | 0.73% | +835+1.6% | Added |
| First Wilshire Securities Management Inc | 53,221 | $2.85M | 0.82% | −617−1.1% | Reduced |
| Segall Bryant & Hamill, LLC | 52,064 | $2.79M | 0.04% | 00.0% | Unchanged |
| Marex Group plc | 51,968 | $2.78M | 0.05% | +51,968 | New |
| PEAK6 LLC | 51,652 | $2.77M | 0.11% | +51,652 | New |
| Cresset Asset Management, LLC | 51,518 | $2.76M | 0.01% | −2,709−5.0% | Reduced |
| Ameritas Investment Partners, Inc. | 51,140 | $2.74M | 0.09% | +18,623+57.3% | Added |
| Teachers Retirement System of the State of Kentucky | 50,535 | $2.71M | 0.02% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 49,441 | $2.65M | 0.01% | +1,652+3.5% | Added |
| Creative Planning | 49,287 | $2.64M | 0.00% | +18,346+59.3% | Added |
| 1492 Capital Management LLC | 49,222 | $2.64M | 1.42% | −48,063−49.4% | Reduced |
| PGGM Investments | 48,676 | $2.61M | 0.04% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 47,164 | $2.53M | 0.00% | +603+1.3% | Added |
| Advisor Group Holdings, Inc. | 47,013 | $2.52M | 0.01% | −14,636−23.7% | Reduced |
| Laurion Capital Management LP | 46,240 | $2.48M | 0.19% | −21,798−32.0% | Reduced |
| Richard Bernstein Advisors LLC | 46,051 | $2.47M | 0.06% | +46,051 | New |
| Louisiana State Employees Retirement System | 45,600 | $2.44M | 0.05% | +500+1.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 45,062 | $2.41M | 0.07% | +594+1.3% | Added |
| FORA Capital, LLC | 44,721 | $2.40M | 0.24% | +34,282+328.4% | Added |
| Qsemble Capital Management, LP | 44,661 | $2.39M | 0.25% | +44,661 | New |
| CIBC Private Wealth Group, LLC | 58,032 | $2.38M | 0.01% | +181+0.3% | Added |
| Arizona State Retirement System | 44,210 | $2.37M | 0.02% | −520−1.2% | Reduced |
| Handelsbanken Fonder AB | 43,003 | $2.30M | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 42,554 | $2.28M | 0.00% | +22,268+109.8% | Added |
| State of New Jersey Common Pension Fund D | 41,527 | $2.22M | 0.01% | −5,452−11.6% | Reduced |
| Empowered Funds, LLC | 41,430 | $2.22M | 0.03% | −83,079−66.7% | Reduced |
| Wedge Capital Management L L P | 41,173 | $2.21M | 0.04% | +13,195+47.2% | Added |
| Natixis Advisors, L.P. | 40,804 | $2.19M | 0.00% | +5,871+16.8% | Added |
| AlphaCore Capital LLC | 40,729 | $2.18M | 0.19% | +576+1.4% | Added |
| Schonfeld Strategic Advisors LLC | 39,989 | $2.14M | 0.01% | −14,496−26.6% | Reduced |
| Davidson Capital Management Inc. | 39,439 | $2.11M | 0.57% | +39,439 | New |
| Safeguard Investment Advisory Group, LLC | 39,437 | $2.11M | 0.57% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 39,273 | $2.10M | 0.01% | −1,394−3.4% | Reduced |
| Intrepid Capital Management Inc | 39,025 | $2.09M | 1.02% | −3,860−9.0% | Reduced |
| State of Michigan Retirement System | 39,016 | $2.09M | 0.01% | +600+1.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 38,919 | $2.08M | 0.01% | +3,065+8.5% | Added |
| Evelyn Partners Investment Management LLP | 38,888 | $2.08M | 0.07% | −880−2.2% | Reduced |
| 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 |
| Caxton Associates LLP | 38,296 | $2.05M | 0.07% | +38,296 | New |