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 |
|---|---|---|---|---|---|
| North Star Investment Management Corp. | 240 | $12.9K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 231 | $12.4K | 0.00% | +200+645.2% | Added |
| CoreCap Advisors, LLC | 226 | $12.1K | 0.00% | −2,616−92.0% | Reduced |
| Pineridge Advisors LLC | 221 | $11.9K | 0.00% | +1+0.5% | Added |
| TD Waterhouse Canada Inc. | 209 | $11.2K | 0.00% | −35,027−99.4% | Reduced |
| Covestor Ltd | 208 | $11.0K | 0.01% | −73−26.0% | Reduced |
| TSFG, LLC | 205 | $11.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 201 | $10.8K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 200 | $10.7K | 0.00% | +200 | New |
| Bryn Mawr Trust Co | 198 | $10.6K | 0.00% | −326−62.2% | Reduced |
| JFS Wealth Advisors, LLC | 198 | $10.6K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 181 | $9.70K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 174 | $9.32K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 148 | $7.93K | 0.00% | +141+2,014.3% | Added |
| Larson Financial Group LLC | 143 | $7.66K | 0.00% | −143−50.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 132 | $7.07K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 131 | $7.02K | 0.00% | −233−64.0% | Reduced |
| Farmers & Merchants Investments Inc | 122 | $6.54K | 0.00% | +52+74.3% | Added |
| Bell Investment Advisors, Inc | 111 | $5.95K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 109 | $5.84K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 104 | $5.57K | 0.00% | +104 | New |
| Bruce G. Allen Investments, LLC | 103 | $5.52K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 100 | $5.36K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 98 | $4.43K | 0.00% | +98 | New |
| Manchester Capital Management LLC | 74 | $3.96K | 0.00% | +7+10.4% | Added |
| Gen-Wealth Partners Inc | 71 | $3.80K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 69 | $3.70K | 0.00% | −49−41.5% | Reduced |
| WealthCollab, LLC | 57 | $3.05K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 55 | $2.95K | 0.00% | 00.0% | Unchanged |
| Trust Co | 54 | $2.89K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 50 | $2.68K | 0.00% | +50 | New |
| Private Wealth Management Group, LLC | 48 | $2.57K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 44 | $2.36K | 0.00% | −3−6.4% | Reduced |
| SJS Investment Consulting Inc. | 41 | $2.20K | 0.00% | −10−19.6% | Reduced |
| N.E.W. Advisory Services LLC | 40 | $2.14K | 0.00% | +40 | New |
| Hollencrest Capital Management | 38 | $2.02K | 0.00% | +1+2.7% | Added |
| Ogorek Anthony Joseph | 53 | $2.00K | 0.00% | +53 | New |
| Sachetta, LLC | 35 | $1.88K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 188 | $1.77K | 0.00% | +155+469.7% | Added |
| Bare Financial Services, Inc | 30 | $1.61K | 0.00% | +30 | New |
| Golden State Wealth Management, LLC | 29 | $1.55K | 0.00% | −2−6.5% | Reduced |
| Global Financial Private Client, LLC | 24 | $1.29K | 0.00% | +8+50.0% | Added |
| WealthTrak Capital Management LLC | 20 | $1.07K | 0.00% | +15+300.0% | Added |
| Colonial Trust Advisors | 20 | $1.07K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 27 | $1.00K | 0.00% | +27 | New |
| SBI Securities Co., Ltd. | 18 | $964 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 18 | $964 | 0.00% | +13+260.0% | Added |
| Hughes Financial Services, LLC | 18 | $964 | 0.00% | +18 | New |
| Rialto Wealth Management, LLC | 17 | $911 | 0.00% | +17 | New |
| Financial Network Wealth Advisors LLC | 16 | $857 | 0.00% | +16 | New |
| Salem Investment Counselors Inc | 15 | $804 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 15 | $804 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 14 | $750 | 0.00% | +14 | New |
| True Wealth Design, LLC | 13 | $697 | 0.00% | +13 | New |
| Financial Management Professionals, Inc. | 12 | $643 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $428 | 0.00% | +8 | New |
| Principia Wealth Advisory, LLC | 6 | $283 | 0.00% | −2−25.0% | Reduced |
| Wolff Wiese Magana LLC | 5 | $268 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 5 | $268 | 0.00% | +4+400.0% | Added |
| HFM Investment Advisors, LLC | 3 | $161 | 0.00% | +3 | New |
| ROSS\JOHNSON & Associates LLC | 2 | $107 | 0.00% | +2 | New |
| Rakuten Securities, Inc. | 1 | $54 | 0.00% | −29−96.7% | Reduced |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 4 | $0 | 0.00% | +4 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −237−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −1,720,327−100.0% | Sold out |
| Trivest Advisors Ltd | 0 | $0 | 0.00% | −178,640−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −84,248−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −57,026−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −52,876−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −49,735−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −41,433−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −39,776−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −38,338−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −36,579−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −35,424−100.0% | Sold out |
| HWG Holdings LP | 0 | $0 | 0.00% | −35,333−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −29,575−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −27,088−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −25,885−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −21,541−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −17,334−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −16,336−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −14,496−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −13,818−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −12,194−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −11,967−100.0% | Sold out |
| HMS Capital Management, LLC | 0 | $0 | 0.00% | −10,033−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −9,845−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −9,748−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −9,511−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −9,245−100.0% | Sold out |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −8,216−100.0% | Sold out |
| Petra Financial Advisors Inc | 0 | $0 | 0.00% | −6,850−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −6,420−100.0% | Sold out |
| First Heartland Consultants, Inc. | 0 | $0 | 0.00% | −6,320−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −6,128−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −5,593−100.0% | Sold out |