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 |
|---|---|---|---|---|---|
| TownSquare Capital, LLC | 4,851 | $259.9K | 0.00% | +2,095+76.0% | Added |
| Stephens Inc | 4,832 | $258.9K | 0.00% | −4,248−46.8% | Reduced |
| Signaturefd, LLC | 4,816 | $258.0K | 0.00% | +76+1.6% | Added |
| Paradigm Financial Partners, LLC | 4,730 | $253.4K | 0.03% | 00.0% | Unchanged |
| Pitcairn Co | 4,680 | $250.7K | 0.02% | +184+4.1% | Added |
| Vestor Capital, LLC | 4,646 | $249.0K | 0.02% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 4,490 | $240.5K | 0.01% | −19−0.4% | Reduced |
| Pinnacle Financial Partners Inc | 4,450 | $238.4K | 0.00% | +125+2.9% | Added |
| Sage Capital Management, LLC | 4,407 | $236.0K | 0.13% | +28+0.6% | Added |
| Michael B. Yongue | 4,294 | $230.0K | 0.29% | +4,294 | New |
| Prospera Financial Services Inc | 4,263 | $228.6K | 0.01% | +1,600+60.1% | Added |
| Sanders Morris Harris LLC | 4,200 | $225.0K | 0.03% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 4,150 | $222.3K | 0.00% | +4,150 | New |
| MKT Advisors LLC | 5,275 | $222.3K | 0.10% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 4,140 | $222.0K | 0.00% | −5,047−54.9% | Reduced |
| Buckingham Strategic Partners | 4,106 | $220.0K | 0.00% | −701−14.6% | Reduced |
| Diligent Investors, LLC | 4,100 | $219.6K | 0.05% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 4,074 | $218.2K | 0.05% | −1,587−28.0% | Reduced |
| R Squared Ltd | 3,920 | $210.0K | 0.22% | +3,920 | New |
| Creekside Partners | 3,910 | $209.5K | 0.11% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 3,901 | $209.0K | 0.01% | −61−1.5% | Reduced |
| Aspen Grove Capital, LLC | 3,898 | $208.8K | 0.04% | +3,898 | New |
| Belmont Capital, LLC | 3,863 | $206.9K | 0.04% | 00.0% | Unchanged |
| SMART Wealth LLC | 3,779 | $202.4K | 0.07% | +3,779 | New |
| Profund Advisors LLC | 3,765 | $201.7K | 0.01% | −111−2.9% | Reduced |
| Blankinship & Foster, LLC | 3,741 | $200.4K | 0.05% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 3,741 | $200.4K | 0.00% | +829+28.5% | Added |
| Hamilton Capital Partners Inc. | 3,473 | $186.0K | 0.01% | −99−2.8% | Reduced |
| NBC Securities, Inc. | 3,438 | $184.0K | 0.02% | +3,435+114,500.0% | Added |
| VSM Wealth Advisory, LLC | 3,420 | $183.2K | 0.07% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,022 | $161.9K | 0.00% | −153−4.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 2,950 | $158.0K | 0.12% | +2,950 | New |
| Newbridge Financial Services Group, Inc. | 2,900 | $155.4K | 0.04% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,873 | $153.9K | 0.00% | +349+13.8% | Added |
| Ronald Blue Trust, Inc. | 2,842 | $152.2K | 0.00% | −955−25.2% | Reduced |
| Old Point Trust & Financial Services N A | 2,592 | $138.9K | 0.05% | +2,592 | New |
| Colonial Trust Co | 2,578 | $138.1K | 0.02% | −40−1.5% | Reduced |
| Assetmark, Inc | 2,521 | $135.1K | 0.00% | −63−2.4% | Reduced |
| HM Payson & Co | 2,400 | $128.6K | 0.00% | −1,300−35.1% | Reduced |
| Creative Financial Designs Inc | 2,282 | $122.2K | 0.01% | +1,059+86.6% | Added |
| Harbour Investments, Inc. | 2,282 | $122.2K | 0.00% | +436+23.6% | Added |
| Ridgewood Investments LLC | 2,200 | $117.9K | 0.05% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 2,054 | $110.0K | 0.02% | +2,054 | New |
| Spire Wealth Management | 1,870 | $100.2K | 0.00% | −100−5.1% | Reduced |
| Sierra Ocean, LLC | 1,848 | $99.0K | 0.08% | +1,648+824.0% | Added |
| Glen Eagle Advisors, LLC | 1,720 | $92.1K | 0.02% | −115−6.3% | Reduced |
| Massmutual Trust Co FSB | 1,525 | $81.7K | 0.00% | +783+105.5% | Added |
| Nomura Asset Management Co Ltd | 1,520 | $81.4K | 0.00% | −730−32.4% | Reduced |
| TD Private Client Wealth LLC | 1,492 | $79.9K | 0.00% | −1,216−44.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,454 | $78.0K | 0.00% | +1,454 | New |
| Macquarie Group Ltd | 1,428 | $76.5K | 0.00% | −1,804−55.8% | Reduced |
| Allworth Financial LP | 1,631 | $76.2K | 0.00% | −1,587−49.3% | Reduced |
| CWM, LLC | 1,419 | $76.0K | 0.00% | −263−15.6% | Reduced |
| Geneos Wealth Management Inc. | 1,390 | $74.5K | 0.00% | +53+4.0% | Added |
| IFP Advisors, Inc | 1,387 | $74.3K | 0.00% | +649+87.9% | Added |
| Albion Financial Group | 1,260 | $67.5K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 1,240 | $66.5K | 0.02% | +1,240 | New |
| Huntington National Bank | 1,239 | $66.4K | 0.00% | +1,202+3,248.6% | Added |
| Washington Trust Advisors, Inc. | 1,232 | $66.0K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,151 | $61.7K | 0.00% | +637+123.9% | Added |
| Plato Investment Management Ltd | 1,034 | $56.0K | 0.00% | −8,975−89.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,009 | $54.0K | 0.00% | −292−22.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,000 | $53.6K | 0.00% | −472−32.1% | Reduced |
| Versant Capital Management, Inc | 948 | $50.8K | 0.01% | +160+20.3% | Added |
| Smartleaf Asset Management LLC | 929 | $48.5K | 0.00% | +22+2.4% | Added |
| SRS Capital Advisors, Inc. | 863 | $46.2K | 0.00% | +239+38.3% | Added |
| Principal Securities, Inc. | 575 | $45.1K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 812 | $43.5K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 796 | $42.6K | 0.00% | +796 | New |
| JCIC Asset Management Inc. | 705 | $37.8K | 0.02% | +465+193.8% | Added |
| Eastern Bank | 679 | $36.4K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 666 | $35.7K | 0.00% | −344−34.1% | Reduced |
| Private Trust Co NA | 629 | $33.7K | 0.00% | −23−3.5% | Reduced |
| Bessemer Group Inc | 613 | $33.0K | 0.00% | −1,417−69.8% | Reduced |
| Aster Capital Management (DIFC) Ltd | 482 | $31.9K | 0.01% | +482 | New |
| Jones Financial Companies LLLP | 606 | $31.7K | 0.00% | +593+4,561.5% | Added |
| Elequin Capital LP | 549 | $29.4K | 0.01% | +297+117.9% | Added |
| Lindbrook Capital, LLC | 528 | $28.3K | 0.00% | +132+33.3% | Added |
| Rothschild Investment LLC | 526 | $28.2K | 0.00% | +10+1.9% | Added |
| Optiver Holding B.V. | 466 | $25.0K | 0.00% | +466 | New |
| Parkside Financial Bank & Trust | 450 | $24.1K | 0.00% | +187+71.1% | Added |
| First Horizon Advisors, Inc. | 444 | $23.8K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 436 | $23.4K | 0.01% | +65+17.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 433 | $23.2K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 431 | $23.1K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 425 | $22.8K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 421 | $22.6K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 395 | $21.2K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 362 | $19.4K | 0.01% | −129−26.3% | Reduced |
| Rise Advisors, LLC | 360 | $19.3K | 0.01% | −88−19.6% | Reduced |
| EverSource Wealth Advisors, LLC | 344 | $18.4K | 0.00% | −2−0.6% | Reduced |
| Peregrine Capital Management LLC | 340 | $18.2K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 335 | $17.9K | 0.00% | +300+857.1% | Added |
| Contravisory Investment Management, Inc. | 333 | $17.8K | 0.00% | +333 | New |
| GHP Investment Advisors, Inc. | 320 | $17.1K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 326 | $17.0K | 0.00% | −9−2.7% | Reduced |
| Costello Asset Management, INC | 307 | $16.4K | 0.01% | +307 | New |
| Trust Co of Vermont | 300 | $16.1K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 290 | $15.5K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 255 | $13.7K | 0.00% | +255 | New |