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 |
|---|---|---|---|---|---|
| Natixis | 39,344 | $2.05M | 0.01% | +39,344 | New |
| Thrivent Financial for Lutherans | 38,174 | $2.04M | 0.00% | −14,136−27.0% | Reduced |
| Wittenberg Investment Management, Inc. | 38,170 | $2.04M | 0.92% | −1,600−4.0% | Reduced |
| Point72 Hong Kong Ltd | 38,042 | $2.04M | 0.15% | +38,042 | New |
| M&T Bank Corp | 37,431 | $2.01M | 0.01% | −4,277−10.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 36,201 | $1.94M | 0.03% | +120+0.3% | Added |
| ACR Alpine Capital Research, LLC | 36,155 | $1.94M | 0.04% | −70,659−66.2% | Reduced |
| Occudo Quantitative Strategies LP | 36,965 | $1.93M | 0.26% | +36,965 | New |
| New Mexico Educational Retirement Board | 33,119 | $1.77M | 0.06% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 32,987 | $1.77M | 0.03% | −100−0.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 31,898 | $1.71M | 0.01% | −757−2.3% | Reduced |
| KLP Kapitalforvaltning AS | 31,200 | $1.67M | 0.01% | 00.0% | Unchanged |
| Bank of Nova Scotia | 30,888 | $1.65M | 0.00% | +30,888 | New |
| Harbour Capital Advisors, LLC | 33,965 | $1.63M | 0.40% | +6,530+23.8% | Added |
| Modera Wealth Management, LLC | 30,324 | $1.62M | 0.02% | −326−1.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 30,264 | $1.62M | 0.00% | +30,264 | New |
| Radnor Capital Management, LLC | 30,210 | $1.62M | 0.27% | 00.0% | Unchanged |
| FJ Capital Management LLC | 30,148 | $1.62M | 0.17% | +3,912+14.9% | Added |
| Cetera Investment Advisers | 29,973 | $1.61M | 0.00% | −2,749−8.4% | Reduced |
| Intrinsic Value Partners, LLC | 29,934 | $1.60M | 1.58% | −759−2.5% | Reduced |
| Teacher Retirement System of Texas | 29,542 | $1.58M | 0.01% | +8,229+38.6% | Added |
| Utah Retirement Systems | 28,784 | $1.54M | 0.02% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 28,781 | $1.54M | 0.02% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 28,500 | $1.53M | 0.08% | +8,750+44.3% | Added |
| Cinctive Capital Management LP | 28,353 | $1.52M | 0.12% | −41,877−59.6% | Reduced |
| Wellington Shields Capital Management, LLC | 28,000 | $1.50M | 0.27% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 27,894 | $1.49M | 0.07% | +27,894 | New |
| HSBC Holdings PLC | 28,288 | $1.49M | 0.00% | +17,486+161.9% | Added |
| HighTower Advisors, LLC | 27,844 | $1.49M | 0.00% | −3,068−9.9% | Reduced |
| Man Group plc | 27,697 | $1.48M | 0.00% | +18,009+185.9% | Added |
| MBM Wealth Consultants, LLC | 27,627 | $1.48M | 0.44% | −216−0.8% | Reduced |
| Epacria Capital Partners, LLC | 27,381 | $1.47M | 1.19% | −13,500−33.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 26,980 | $1.45M | 0.06% | −33,088−55.1% | Reduced |
| Mercer Global Advisors Inc | 26,846 | $1.44M | 0.00% | −1,412−5.0% | Reduced |
| Mackenzie Financial Corp | 26,001 | $1.39M | 0.00% | +2,773+11.9% | Added |
| Pathstone Holdings, LLC | 25,615 | $1.38M | 0.01% | +930+3.8% | Added |
| Park Avenue Securities LLC | 25,529 | $1.37M | 0.02% | −8,559−25.1% | Reduced |
| US Bancorp | 25,484 | $1.37M | 0.00% | −3,903−13.3% | Reduced |
| Prescott Group Capital Management, L.L.C. | 25,000 | $1.34M | 0.19% | 00.0% | Unchanged |
| Centennial Bank | 24,935 | $1.34M | 0.64% | −81−0.3% | Reduced |
| Redwood Investment Management, LLC | 24,792 | $1.33M | 0.14% | +1,445+6.2% | Added |
| Parsons Capital Management Inc | 24,743 | $1.33M | 0.07% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 24,129 | $1.29M | 0.00% | +20,253+522.5% | Added |
| Xponance, Inc. | 23,789 | $1.27M | 0.01% | −1,378−5.5% | Reduced |
| GWM Advisors LLC | 23,219 | $1.24M | 0.01% | −3,690−13.7% | Reduced |
| QRG Capital Management, Inc. | 23,098 | $1.24M | 0.01% | −1,726−7.0% | Reduced |
| MorganRosel Wealth Management, LLC | 23,039 | $1.23M | 0.37% | +23,039 | New |
| Bank of Montreal | 22,909 | $1.23M | 0.00% | +217+1.0% | Added |
| Condor Capital Management | 22,632 | $1.21M | 0.11% | −233−1.0% | Reduced |
| Neuberger Berman Group LLC | 22,519 | $1.21M | 0.00% | −521,359−95.9% | Reduced |
| Lazard Asset Management LLC | 22,507 | $1.20M | 0.00% | +7,995+55.1% | Added |
| Pictet Asset Management Holding SA | 22,202 | $1.19M | 0.00% | +266+1.2% | Added |
| Summit Financial, LLC | 21,779 | $1.17M | 0.03% | +72+0.3% | Added |
| Storebrand Asset Management AS | 21,670 | $1.16M | 0.00% | −628−2.8% | Reduced |
| Aigen Investment Management, LP | 21,621 | $1.16M | 0.18% | +21,621 | New |
| JustInvest LLC | 21,588 | $1.16M | 0.02% | +2,057+10.5% | Added |
| Gotham Asset Management, LLC | 21,410 | $1.15M | 0.01% | −296−1.4% | Reduced |
| XTX Topco Ltd | 21,145 | $1.13M | 0.06% | −5,284−20.0% | Reduced |
| Engineers Gate Manager LP | 20,987 | $1.12M | 0.02% | +20,987 | New |
| Bard Financial Services, Inc. | 20,675 | $1.11M | 0.14% | −125−0.6% | Reduced |
| 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 |
| Twinbeech Capital LP | 19,927 | $1.07M | 0.02% | +19,927 | New |
| Prudential Financial Inc | 19,808 | $1.06M | 0.00% | +7,107+56.0% | Added |
| Carmel Capital Partners, LLC | 19,398 | $1.04M | 0.41% | −12−0.1% | Reduced |
| State of Alaska, Department of Revenue | 19,079 | $1.02M | 0.01% | +570+3.1% | Added |
| Highland Capital Management, LLC | 19,015 | $1.02M | 0.06% | +437+2.4% | Added |
| Susquehanna Portfolio Strategies, LLC | 18,700 | $1.00M | 0.43% | +18,700 | New |
| AMG National Trust Bank | 18,649 | $999.0K | 0.03% | −2,075−10.0% | Reduced |
| Elo Mutual Pension Insurance Co | 18,569 | $994.7K | 0.02% | +18,569 | New |
| Sanctuary Advisors, LLC | 18,551 | $993.8K | 0.01% | −12,854−40.9% | Reduced |
| Virginia Retirement Systems Et Al | 18,100 | $969.6K | 0.01% | +18,100 | New |
| NorthCrest Asset Manangement, LLC | 17,876 | $957.6K | 0.03% | +26+0.1% | Added |
| MML Investors Services, LLC | 17,809 | $954.0K | 0.00% | +96+0.5% | Added |
| Brevan Howard Capital Management LP | 17,406 | $932.4K | 0.03% | +17,406 | New |
| Maxi Investments CY Ltd | 17,200 | $921.0K | 0.18% | −2,784−13.9% | Reduced |
| Custom Index Systems, LLC | 17,077 | $914.8K | 0.46% | −98−0.6% | Reduced |
| Public Employees Retirement Association of Colorado | 17,034 | $913.0K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 17,041 | $912.9K | 0.00% | +10.0% | Added |
| Wolverine Trading, LLC | 16,870 | $881.0K | 0.03% | +16,870 | New |
| Wiley Bros.-Aintree Capital, LLC | 17,299 | $876.5K | 0.01% | +2,708+18.6% | Added |
| Federated Hermes, Inc. | 15,417 | $825.9K | 0.00% | −22−0.1% | Reduced |
| Fulton Bank, N.A. | 15,414 | $825.7K | 0.03% | +602+4.1% | Added |
| Citadel Investment Advisory, Inc. | 15,285 | $819.0K | 0.40% | +500+3.4% | Added |
| Ofi Invest Asset Management | 16,486 | $817.6K | 0.02% | +8,905+117.5% | Added |
| Ethic Inc. | 15,256 | $816.8K | 0.02% | −525−3.3% | Reduced |
| Quadrant Capital Group LLC | 15,032 | $805.3K | 0.03% | +12,072+407.8% | Added |
| Joel Isaacson & Co., LLC | 15,025 | $804.9K | 0.04% | 00.0% | Unchanged |
| Harbor Advisors LLC | 15,000 | $803.5K | 0.14% | 00.0% | Unchanged |
| Credit Agricole S A | 14,997 | $803.4K | 0.00% | −13,274−47.0% | Reduced |
| King Luther Capital Management Corp | 14,916 | $799.0K | 0.00% | −110−0.7% | Reduced |
| Ancora Advisors, LLC | 14,675 | $786.1K | 0.02% | −100−0.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 14,643 | $784.4K | 0.00% | −82,601−84.9% | Reduced |
| Shelton Wealth Management, LLC | 14,639 | $784.2K | 0.45% | −226−1.5% | Reduced |
| Catalyst Financial Partners LLC | 14,144 | $757.7K | 0.14% | +42+0.3% | Added |
| KWMG, LLC | 14,139 | $757.4K | 0.08% | −338−2.3% | Reduced |
| Jefferies Financial Group Inc. | 14,133 | $757.1K | 0.01% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 13,928 | $746.1K | 0.01% | −31,031−69.0% | Reduced |
| Toroso Investments, LLC | 13,847 | $741.8K | 0.01% | −6,321−31.3% | Reduced |
| Thoma Capital Management LLC | 13,824 | $740.6K | 0.52% | −589−4.1% | Reduced |