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 |
|---|---|---|---|---|---|
| Ieq Capital, LLC | 13,700 | $733.9K | 0.01% | +10,084+278.9% | Added |
| Mariner, LLC | 13,689 | $733.3K | 0.00% | +416+3.1% | Added |
| SG Americas Securities, LLC | 13,633 | $730.0K | 0.00% | +11,901+687.1% | Added |
| Coldstream Capital Management Inc | 13,523 | $724.4K | 0.02% | −30−0.2% | Reduced |
| Pacer Advisors, Inc. | 13,354 | $715.4K | 0.00% | −31,996−70.6% | Reduced |
| Secure Asset Management, LLC | 13,001 | $696.5K | 0.14% | +13,001 | New |
| Silvercrest Asset Management Group LLC | 12,975 | $695.1K | 0.00% | +375+3.0% | Added |
| Roberts Capital Advisors, LLC | 12,594 | $674.7K | 0.59% | 00.0% | Unchanged |
| Danske Bank A/S | 12,542 | $671.9K | 0.00% | +154+1.2% | Added |
| Crossmark Global Holdings, Inc. | 12,412 | $664.9K | 0.01% | +210+1.7% | Added |
| Securian Asset Management, Inc | 12,372 | $662.8K | 0.02% | +100+0.8% | Added |
| Evercore Wealth Management, LLC | 11,963 | $640.9K | 0.01% | −4,700−28.2% | Reduced |
| Encompass More Asset Management | 11,886 | $636.7K | 0.19% | +11,886 | New |
| Banque Pictet & Cie SA | 11,498 | $615.9K | 0.01% | +11,498 | New |
| Entropy Technologies, LP | 11,380 | $609.6K | 0.06% | +11,380 | New |
| Connable Office Inc | 11,200 | $600.0K | 0.06% | 00.0% | Unchanged |
| Chou Associates Management Inc.SuperinvestorChou Associates | 10,987 | $588.6K | 0.32% | 00.0% | Unchanged |
| Sylvest Advisors, LLC | 10,918 | $584.9K | 0.37% | +557+5.4% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 10,700 | $573.2K | 0.27% | +2,683+33.5% | Added |
| United Services Automobile Association | 10,338 | $539.9K | 0.02% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 10,000 | $536.0K | 0.13% | 00.0% | Unchanged |
| Headlands Technologies LLC | 9,982 | $534.7K | 0.06% | +9,982 | New |
| Redmont Wealth Advisors LLC | 9,899 | $530.3K | 1.03% | −3,930−28.4% | Reduced |
| Canada Pension Plan Investment Board | 9,600 | $514.3K | 0.00% | −70,400−88.0% | Reduced |
| Farther Finance Advisors, LLC | 9,594 | $513.7K | 0.01% | −1,051−9.9% | Reduced |
| Prelude Capital Management, LLC | 9,513 | $509.6K | 0.05% | +9,513 | New |
| Alyeska Investment Group, L.P. | 9,468 | $507.2K | 0.00% | +9,468 | New |
| DnB Asset Management AS | 9,305 | $498.5K | 0.00% | +6,266+206.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,450 | $493.5K | 0.08% | +103+1.1% | Added |
| Ci Investments Inc. | 9,205 | $493.0K | 0.00% | +978+11.9% | Added |
| Simmons Bank | 8,970 | $480.5K | 0.04% | +302+3.5% | Added |
| Pinnacle Associates Ltd | 8,733 | $467.8K | 0.01% | +317+3.8% | Added |
| Yelin Lapidot Holdings Management Ltd. | 8,652 | $463.5K | 0.09% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 8,625 | $462.0K | 0.01% | +8,625 | New |
| Bokf, NA | 8,613 | $461.4K | 0.01% | +8,613 | New |
| Equitable Trust Co | 8,600 | $460.7K | 0.03% | −5,485−38.9% | Reduced |
| Umb Bank N A | 8,534 | $457.2K | 0.01% | +465+5.8% | Added |
| Avantax Advisory Services, Inc. | 8,425 | $451.4K | 0.00% | −5,663−40.2% | Reduced |
| Vident Advisory, LLC | 8,371 | $448.5K | 0.01% | +2,004+31.5% | Added |
| Congress Wealth Management LLC | 8,346 | $447.1K | 0.01% | +504+6.4% | Added |
| Tower Research Capital LLC (TRC) | 8,314 | $445.4K | 0.01% | −5,684−40.6% | Reduced |
| Monetary Management Group Inc | 8,300 | $444.6K | 0.12% | −2,100−20.2% | Reduced |
| Maryland State Retirement & Pension System | 8,158 | $437.0K | 0.01% | −1,502−15.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 9,459 | $431.2K | 0.01% | +3,014+46.8% | Added |
| Arnhold LLC | 8,000 | $428.6K | 0.04% | −71,820−90.0% | Reduced |
| Meeder Advisory Services, Inc. | 7,967 | $426.8K | 0.03% | +193+2.5% | Added |
| Longfellow Investment Management Co LLC | 7,840 | $420.0K | 0.10% | +7,840 | New |
| Forum Financial Management, LP | 7,628 | $408.6K | 0.01% | −94−1.2% | Reduced |
| DekaBank Deutsche Girozentrale | 7,864 | $407.0K | 0.00% | 00.0% | Unchanged |
| Permanens Capital L.P. | 7,580 | $406.1K | 0.07% | +7,580 | New |
| Alteri Wealth LLC | 7,562 | $405.1K | 0.18% | 00.0% | Unchanged |
| Crewe Advisors LLC | 7,546 | $404.2K | 0.06% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 7,500 | $401.8K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 7,395 | $396.0K | 0.01% | +998+15.6% | Added |
| Northwestern Mutual Wealth Management Co | 7,356 | $394.1K | 0.00% | −810−9.9% | Reduced |
| Apexium Financial, LP | 7,263 | $389.1K | 0.02% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 7,128 | $381.8K | 0.01% | −1,095−13.3% | Reduced |
| Quest Partners LLC | 7,041 | $377.2K | 0.04% | +7,041 | New |
| Atomi Financial Group, Inc. | 7,034 | $376.8K | 0.02% | +22+0.3% | Added |
| Farringdon Capital, Ltd. | 6,970 | $373.4K | 0.19% | +188+2.8% | Added |
| ProShare Advisors LLC | 6,936 | $371.6K | 0.00% | −659−8.7% | Reduced |
| Parallel Advisors, LLC | 6,851 | $366.9K | 0.01% | +5,075+285.8% | Added |
| Centiva Capital, LP | 6,847 | $366.8K | 0.02% | −21,488−75.8% | Reduced |
| Shell Asset Management Co | 6,768 | $363.0K | 0.02% | −327−4.6% | Reduced |
| Point72 (DIFC) Ltd | 6,755 | $361.9K | 0.03% | +6,755 | New |
| Cooper Financial Group | 6,727 | $360.3K | 0.05% | +41+0.6% | Added |
| CIBC Asset Management Inc | 6,649 | $356.2K | 0.00% | +142+2.2% | Added |
| Net Worth Advisory Group | 6,614 | $354.3K | 0.11% | +126+1.9% | Added |
| Maple Capital Management, Inc. | 6,318 | $338.5K | 0.03% | +20.0% | Added |
| NorthRock Partners, LLC | 6,198 | $332.0K | 0.01% | +457+8.0% | Added |
| Aspiriant, LLC | 6,135 | $328.7K | 0.01% | +59+1.0% | Added |
| Kingsview Wealth Management, LLC | 6,051 | $324.2K | 0.01% | −75−1.2% | Reduced |
| Country Club Bank | 6,200 | $323.8K | 0.02% | 00.0% | Unchanged |
| Searle & Co. | 6,000 | $321.4K | 0.09% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 6,000 | $321.4K | 0.05% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 5,976 | $320.1K | 0.01% | +29+0.5% | Added |
| HB Wealth Management, LLC | 5,918 | $317.1K | 0.00% | +527+9.8% | Added |
| PFG Investments, LLC | 5,893 | $315.7K | 0.02% | −185−3.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,865 | $314.1K | 0.01% | +41+0.7% | Added |
| Versor Investments LP | 5,852 | $313.5K | 0.05% | +5,852 | New |
| Greenleaf Trust | 5,848 | $313.3K | 0.00% | −706−10.8% | Reduced |
| Shelton Capital Management | 5,830 | $312.3K | 0.01% | −297−4.8% | Reduced |
| Quent Capital, LLC | 5,791 | $310.2K | 0.03% | −490−7.8% | Reduced |
| HighPoint Advisor Group LLC | 6,484 | $305.3K | 0.02% | −1,377−17.5% | Reduced |
| Whitener Capital Management, Inc. | 5,495 | $294.4K | 0.08% | −100−1.8% | Reduced |
| EntryPoint Capital, LLC | 5,423 | $290.5K | 0.13% | +5,423 | New |
| Bayforest Capital Ltd | 5,422 | $290.5K | 0.13% | +5,422 | New |
| M.E. Allison & Co., Inc. | 5,400 | $289.3K | 0.29% | 00.0% | Unchanged |
| BFSG, LLC | 5,394 | $288.9K | 0.04% | −370−6.4% | Reduced |
| Insigneo Advisory Services, LLC | 5,148 | $275.8K | 0.03% | −190−3.6% | Reduced |
| Resources Investment Advisors, LLC. | 5,102 | $273.3K | 0.00% | +1,157+29.3% | Added |
| Checchi Capital Advisers, LLC | 5,089 | $272.6K | 0.02% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 5,071 | $271.7K | 0.01% | +68+1.4% | Added |
| Panagora Asset Management Inc | 5,066 | $271.4K | 0.00% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 5,034 | $269.7K | 0.01% | −387−7.1% | Reduced |
| Sciencast Management LP | 4,983 | $266.9K | 0.06% | +4,983 | New |
| Catalyst Funds Management Pty Ltd | 4,980 | $266.8K | 0.07% | −11,470−69.7% | Reduced |
| Janney Montgomery Scott LLC | 4,922 | $264.0K | 0.00% | +768+18.5% | Added |
| Alaska Permanent Fund Corp | 5,622 | $262.7K | 0.00% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 4,884 | $261.6K | 0.00% | +4,884 | New |