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, Q2 2025
Institutional positions in Jefferies Financial Group Inc. as of Jun 30, 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
- 557
- −2 vs. Q1 2025
- Shares held
- 144.2M
- +1.57M (+1.1%) vs. Q1 2025
- Total value
- $7.89B
- +$259.6M (+3.4%) vs. Q1 2025
- New holders
- 78
- 206 more added
- Sold out
- 80
- 184 more reduced
5 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Jefferies Financial Group Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 15,396,126 | $842.0M | 0.02% | −437,073−2.8% | Reduced |
| Vanguard Group Inc | 14,952,778 | $817.8M | 0.01% | −322,339−2.1% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 9,247,081 | $505.7M | 8.25% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 6,990,180 | $388.4M | 0.65% | +578,013+9.0% | Added |
| Alliancebernstein L.P. | 6,694,843 | $366.1M | 0.12% | −113,497−1.7% | Reduced |
| State Street Corp | 4,837,147 | $264.5M | 0.01% | −255,813−5.0% | Reduced |
| Massachusetts Mutual Life Insurance Co | 4,655,231 | $254.6M | 16.56% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 4,498,154 | $246.0M | 0.02% | −628,360−12.3% | Reduced |
| Dimensional Fund Advisors LP | 2,932,742 | $160.4M | 0.04% | +319,226+12.2% | Added |
| Morgan Stanley | 2,880,295 | $157.5M | 0.01% | +540,974+23.1% | Added |
| Geode Capital Management, LLC | 2,865,752 | $156.8M | 0.01% | −100,696−3.4% | Reduced |
| First Pacific Advisors, LP | 2,580,283 | $141.1M | 2.02% | −5400.0% | Reduced |
| Fisher Asset Management, LLC | 2,082,840 | $113.9M | 0.05% | +648,762+45.2% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,993,228 | $109.0M | 0.37% | +18,936+1.0% | Added |
| Norges Bank | 1,962,996 | $107.4M | 0.01% | −156,723−7.4% | Reduced |
| Bank of America Corp | 1,688,785 | $92.4M | 0.01% | −6,265−0.4% | Reduced |
| Barclays PLC | 1,673,724 | $91.5M | 0.04% | −1,127,601−40.3% | Reduced |
| Bank of New York Mellon Corp | 1,588,023 | $86.8M | 0.02% | −115,323−6.8% | Reduced |
| Principal Financial Group Inc | 1,573,857 | $86.1M | 0.05% | −13,922−0.9% | Reduced |
| Invesco Ltd. | 1,561,855 | $85.4M | 0.01% | −521,953−25.0% | Reduced |
| Goldman Sachs Group Inc | 1,529,389 | $83.6M | 0.01% | −50,008−3.2% | Reduced |
| Two Sigma Investments, LP | 1,467,286 | $80.2M | 0.14% | +407,514+38.5% | Added |
| Eminence Capital, LP | 1,462,014 | $80.0M | 1.18% | +1,462,014 | New |
| Northern Trust Corp | 1,461,497 | $79.9M | 0.01% | −90,114−5.8% | Reduced |
| Qube Research & Technologies Ltd | 1,338,466 | $73.2M | 0.10% | +111,031+9.0% | Added |
| Artemis Investment Management LLP | 1,292,186 | $70.7M | 0.91% | +842,143+187.1% | Added |
| Beck Mack & Oliver LLC | 1,283,354 | $70.2M | 1.34% | −29,550−2.3% | Reduced |
| Charles Schwab Investment Management Inc | 1,133,781 | $62.0M | 0.01% | +6,307+0.6% | Added |
| Two Sigma Advisers, LP | 1,073,500 | $58.7M | 0.12% | +473,700+79.0% | Added |
| Nuveen, LLC | 991,109 | $54.2M | 0.01% | −109,734−10.0% | Reduced |
| Federated Hermes, Inc. | 949,070 | $51.9M | 0.10% | +933,653+6,056.0% | Added |
| NewEdge Wealth, LLC | 781,548 | $45.0M | 0.70% | +278,648+55.4% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 798,000 | $43.6M | 0.52% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 722,103 | $39.5M | 0.09% | +641,438+795.2% | Added |
| FMR LLC | 715,903 | $39.2M | 0.00% | −32,492−4.3% | Reduced |
| Millennium Management LLC | 707,368 | $38.7M | 0.03% | −924,585−56.7% | Reduced |
| Private Management Group Inc | 671,988 | $36.8M | 1.19% | +22,448+3.5% | Added |
| Moerus Capital Management LLC | 665,854 | $36.4M | 15.54% | +91,601+16.0% | Added |
| Marshall Wace, LLP | 643,998 | $35.2M | 0.04% | +392,428+156.0% | Added |
| Freestone Grove Partners LP | 642,849 | $35.2M | 0.27% | +47,712+8.0% | Added |
| Holocene Advisors, LP | 592,341 | $32.4M | 0.08% | +592,341 | New |
| UBS Asset Management Americas Inc | 587,585 | $32.1M | 0.01% | +149,746+34.2% | Added |
| Citadel Advisors LLC | 577,391 | $31.6M | 0.03% | −42,312−6.8% | Reduced |
| Mraz, Amerine & Associates, Inc. | 571,327 | $31.2M | 5.01% | +28,929+5.3% | Added |
| Renaissance Technologies LLC | 537,589 | $29.4M | 0.04% | −140,848−20.8% | Reduced |
| Miller Howard Investments Inc | 521,040 | $28.5M | 0.90% | +690+0.1% | Added |
| Bamco Inc | 519,528 | $28.4M | 0.08% | +140,000+36.9% | Added |
| Retirement Systems of Alabama | 498,147 | $27.2M | 0.10% | +986+0.2% | Added |
| SEI Investments Co | 497,225 | $27.2M | 0.03% | +119,835+31.8% | Added |
| Hosking Partners LLP | 491,629 | $26.9M | 1.07% | −132,184−21.2% | Reduced |
| LSV Asset Management | 486,300 | $26.6M | 0.06% | −3,000−0.6% | Reduced |
| Assenagon Asset Management S.A. | 474,501 | $26.0M | 0.04% | +73,047+18.2% | Added |
| GoodHaven Capital Management, LLC | 442,287 | $24.2M | 8.40% | +2,300+0.5% | Added |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 433,558 | $23.7M | 0.01% | 00.0% | Unchanged |
| Rhumbline Advisers | 431,251 | $23.6M | 0.02% | −23,981−5.3% | Reduced |
| Private Capital Management, LLC | 421,669 | $23.1M | 2.34% | +23,210+5.8% | Added |
| UBS Group AG | 417,954 | $22.9M | 0.00% | +14,487+3.6% | Added |
| AQR Capital Management LLC | 410,439 | $22.4M | 0.02% | +174,536+74.0% | Added |
| Deutsche Bank AG | 401,024 | $21.9M | 0.01% | −41,564−9.4% | Reduced |
| First Trust Advisors LP | 399,823 | $21.9M | 0.02% | −115,909−22.5% | Reduced |
| STRS Ohio | 399,104 | $21.8M | 0.08% | −9,577−2.3% | Reduced |
| Kettle Hill Capital Management, LLC | 394,285 | $21.6M | 4.99% | +394,285 | New |
| Wells Fargo & Company | 388,132 | $21.2M | 0.00% | +61,045+18.7% | Added |
| Tudor Investment Corp Et Al | 386,821 | $21.2M | 0.16% | +193,994+100.6% | Added |
| Captrust Financial Advisors | 357,540 | $19.6M | 0.04% | −473,811−57.0% | Reduced |
| LPL Financial LLC | 357,348 | $19.5M | 0.01% | +10,466+3.0% | Added |
| ExodusPoint Capital Management, LP | 350,268 | $19.2M | 0.23% | +268,764+329.8% | Added |
| Ameriprise Financial Inc | 347,771 | $19.0M | 0.00% | −9,999−2.8% | Reduced |
| Legal & General Group Plc | 341,981 | $18.7M | 0.00% | −18,506−5.1% | Reduced |
| Robotti Robert | 341,654 | $18.7M | 3.50% | −1,874−0.5% | Reduced |
| Loomis Sayles & Co L P | 316,537 | $17.3M | 0.02% | −119,913−27.5% | Reduced |
| California Public Employees Retirement System | 310,508 | $17.0M | 0.01% | −21,896−6.6% | Reduced |
| Janus Henderson Group PLC | 308,931 | $16.9M | 0.01% | −79,230−20.4% | Reduced |
| Capital Fund Management S.A. | 303,145 | $16.6M | 0.18% | +115,971+62.0% | Added |
| Burgundy Asset Management Ltd. | 299,958 | $16.4M | 0.16% | +299,958 | New |
| Swiss National Bank | 295,600 | $16.2M | 0.01% | −3,000−1.0% | Reduced |
| Intech Investment Management LLC | 294,435 | $16.1M | 0.15% | −26,088−8.1% | Reduced |
| Raymond James Financial Inc | 293,619 | $16.1M | 0.01% | +8,547+3.0% | Added |
| Royal Bank of Canada | 290,299 | $15.9M | 0.00% | +134,670+86.5% | Added |
| Franklin Resources Inc | 259,531 | $14.2M | 0.00% | +156,346+151.5% | Added |
| Oppenheimer & Co Inc | 253,764 | $13.9M | 0.18% | −10,310−3.9% | Reduced |
| Amundi | 226,025 | $12.8M | 0.00% | +17,935+8.6% | Added |
| Envestnet Asset Management Inc | 233,250 | $12.8M | 0.00% | −6,637−2.8% | Reduced |
| Cerity Partners LLC | 231,508 | $12.7M | 0.02% | +5,053+2.2% | Added |
| Russell Investments Group, Ltd. | 224,062 | $12.3M | 0.02% | −20,527−8.4% | Reduced |
| Merrion Investment Management Co, LLC | 207,314 | $11.3M | 7.36% | −4,300−2.0% | Reduced |
| State Board of Administration of Florida Retirement System | 204,662 | $11.2M | 0.02% | +2,330+1.2% | Added |
| First Manhattan Co | 197,031 | $10.8M | 0.03% | −19,928−9.2% | Reduced |
| Quantinno Capital Management LP | 195,446 | $10.7M | 0.05% | +48,411+32.9% | Added |
| D. E. Shaw & Co., Inc. | 189,527 | $10.4M | 0.01% | +189,527 | New |
| New York State Teachers Retirement System | 189,289 | $10.4M | 0.02% | 00.0% | Unchanged |
| Victory Capital Management Inc | 188,670 | $10.3M | 0.01% | +51,314+37.4% | Added |
| PEAK6 LLC | 187,557 | $10.3M | 0.35% | +135,905+263.1% | Added |
| Squarepoint Ops LLC | 173,564 | $9.49M | 0.02% | +110,484+175.1% | Added |
| Rock Point Advisors, LLC | 173,422 | $9.48M | 2.68% | +2,817+1.7% | Added |
| Colony Group, LLC | 173,103 | $9.47M | 0.02% | −9,578−5.2% | Reduced |
| Sequoia Financial Advisors, LLC | 169,445 | $9.27M | 0.06% | +20,728+13.9% | Added |
| Natixis | 166,466 | $9.10M | 0.05% | +127,122+323.1% | Added |
| Beacon Investment Advisory Services, Inc. | 159,960 | $8.75M | 0.39% | +11,240+7.6% | Added |
| Voloridge Investment Management, LLC | 158,551 | $8.67M | 0.03% | −472,952−74.9% | Reduced |