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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.

Institutional holdersQ2 2025: 557 institutions
Q1 2021: 451 institutionsQ2 2021: 433 institutionsQ3 2021: 474 institutionsQ4 2021: 505 institutionsQ1 2022: 473 institutionsQ2 2022: 428 institutionsQ3 2022: 423 institutionsQ4 2022: 471 institutionsQ1 2023: 464 institutionsQ2 2023: 429 institutionsQ3 2023: 439 institutionsQ4 2023: 475 institutionsQ1 2024: 480 institutionsQ2 2024: 493 institutionsQ3 2024: 534 institutionsQ4 2024: 584 institutionsQ1 2025: 564 institutionsQ2 2025: 557 institutionsQ3 2025: 570 institutionsQ4 2025: 597 institutionsQ1 2026: 561 institutionsQ2 2026: 590 institutions
Value heldQ2 2025: $7.89B
Q1 2021: $5.16BQ2 2021: $5.85BQ3 2021: $6.34BQ4 2021: $6.48BQ1 2022: $5.46BQ2 2022: $4.35BQ3 2022: $4.51BQ4 2022: $5.20BQ1 2023: $4.69BQ2 2023: $4.50BQ3 2023: $4.80BQ4 2023: $5.22BQ1 2024: $5.74BQ2 2024: $6.76BQ3 2024: $8.94BQ4 2024: $12.0BQ1 2025: $7.64BQ2 2025: $7.89BQ3 2025: $9.44BQ4 2025: $9.16BQ1 2026: $5.89BQ2 2026: $6.83B
Institutions holding JEF and their total value by quarter
QuarterHoldersValue
Q2 2026590$6.83B
Q1 2026561$5.89B
Q4 2025597$9.16B
Q3 2025570$9.44B
Q2 2025557$7.89B
Q1 2025564$7.64B
Q4 2024584$12.0B
Q3 2024534$8.94B
Q2 2024493$6.76B
Q1 2024480$5.74B
Q4 2023475$5.22B
Q3 2023439$4.80B
Q2 2023429$4.50B
Q1 2023464$4.69B
Q4 2022471$5.20B
Q3 2022423$4.51B
Q2 2022428$4.35B
Q1 2022473$5.46B
Q4 2021505$6.48B
Q3 2021474$6.34B
Q2 2021433$5.85B
Q1 2021451$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.

Institutions holding JEF in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC2$00.00%00.0%Unchanged
FNY Investment Advisers, LLC13$00.00%+13New
AdvisorNet Financial, Inc1$550.00%−17−94.4%Reduced
Rakuten Securities, Inc.1$550.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC2$1090.00%00.0%Unchanged
MV Capital Management, Inc.2$1100.00%−3−60.0%Reduced
Tortoise Investment Management, LLC4$2190.00%+4New
Wolff Wiese Magana LLC5$2740.00%00.0%Unchanged
Quaker Wealth Management, LLC5$2740.00%+5New
Principia Wealth Advisory, LLC6$3280.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC7$3820.00%−1−12.5%Reduced
HFM Investment Advisors, LLC8$4380.00%+5+166.7%Added
TD Waterhouse Canada Inc.9$5000.00%−200−95.7%Reduced
American Capital Advisory, LLC10$5470.00%+10New
Kilter Group LLC10$5470.00%+10New
Arlington Trust Co LLC11$6020.00%+11New
Financial Management Professionals, Inc.12$6560.00%00.0%Unchanged
Mount Yale Investment Advisors, LLC12$6560.00%+12New
CVA Family Office, LLC12$6560.00%+12New
DecisionPoint Financial, LLC12$6670.00%+12New
Prestige Wealth Management Group LLC15$8210.00%00.0%Unchanged
Financial Network Wealth Advisors LLC16$8750.00%00.0%Unchanged
Avion Wealth30$1.00K0.00%+26+650.0%Added
SBI Securities Co., Ltd.19$1.04K0.00%+1+5.6%Added
Smallwood Wealth Investment Management, LLC19$1.04K0.00%+19New
N.E.W. Advisory Services LLC20$1.09K0.00%−20−50.0%Reduced
Colonial Trust Advisors20$1.09K0.00%00.0%Unchanged
SJS Investment Consulting Inc.21$1.15K0.00%−20−48.8%Reduced
Rialto Wealth Management, LLC21$1.15K0.00%+4+23.5%Added
Cromwell Holdings LLC28$1.53K0.00%+14+100.0%Added
Caitong International Asset Management Co., Ltd31$1.70K0.00%−2,919−98.9%Reduced
Whipplewood Advisors, LLC33$1.80K0.00%−155−82.4%Reduced
Sachetta, LLC35$1.92K0.00%00.0%Unchanged
ORG Partners LLC35$1.94K0.00%−300−89.6%Reduced
Hollencrest Capital Management38$2.08K0.00%00.0%Unchanged
Hughes Financial Services, LLC36$2.08K0.00%+18+100.0%Added
DiNuzzo Private Wealth, Inc.40$2.19K0.00%−4−9.1%Reduced
Private Wealth Management Group, LLC48$2.63K0.00%00.0%Unchanged
Walleye Capital LLC54$2.95K0.00%−742−93.2%Reduced
Webster Bank, N. A.55$3.01K0.00%+55New
WealthCollab, LLC57$3.12K0.00%00.0%Unchanged
South State Corp.57$3.12K0.00%+7+14.0%Added
Olistico Wealth, LLC71$3.88K0.00%+71New
Manchester Capital Management LLC74$4.05K0.00%00.0%Unchanged
Cornerstone Planning Group LLC73$4.23K0.00%−25−25.5%Reduced
Twin Peaks Wealth Advisors, LLC72$4.41K0.00%+72New
True Wealth Design, LLC81$4.43K0.00%+68+523.1%Added
Bare Financial Services, Inc86$4.70K0.00%+56+186.7%Added
Cedar Wealth Management, LLC88$4.82K0.00%+88New
Ameritas Advisory Services, LLC100$5.47K0.00%+100New
Bruce G. Allen Investments, LLC103$5.63K0.00%00.0%Unchanged
Brown Brothers Harriman & Co106$5.80K0.00%+37+53.6%Added
Stephens Consulting, LLC114$6.24K0.00%−17−13.0%Reduced
Bell Investment Advisors, Inc123$6.73K0.00%+12+10.8%Added
Fuller & Thaler Asset Management, Inc.132$7.22K0.00%00.0%Unchanged
Total Investment Management Inc133$7.27K0.00%+133New
Farmers & Merchants Investments Inc136$7.44K0.00%+14+11.5%Added
Fortitude Family Office, LLC158$8.64K0.00%+158New
NewSquare Capital LLC169$9.24K0.00%+21+14.2%Added
Annis Gardner Whiting Capital Advisors, LLC174$9.52K0.00%00.0%Unchanged
LRI Investments, LLC181$9.90K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC184$10.1K0.00%−14−7.1%Reduced
Larson Financial Group LLC190$10.4K0.00%+47+32.9%Added
Bryn Mawr Trust Co198$10.8K0.00%00.0%Unchanged
Whittier Trust Co201$11.0K0.00%00.0%Unchanged
TSFG, LLC205$11.0K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC202$11.0K0.01%+202New
Hemington Wealth Management238$13.0K0.00%−88−27.0%Reduced
North Star Investment Management Corp.240$13.1K0.00%00.0%Unchanged
Pineridge Advisors LLC250$13.7K0.00%+29+13.1%Added
Central Trust Co290$15.9K0.00%00.0%Unchanged
Trust Co of Vermont300$16.4K0.00%00.0%Unchanged
Costello Asset Management, INC307$16.8K0.01%00.0%Unchanged
GHP Investment Advisors, Inc.320$17.5K0.00%00.0%Unchanged
Clearstead Advisors, LLC337$18.4K0.00%+337New
Peregrine Capital Management LLC340$18.6K0.00%00.0%Unchanged
Altshuler Shaham Ltd360$19.7K0.00%+360New
Deseret Mutual Benefit Administrators362$19.8K0.01%00.0%Unchanged
Rise Advisors, LLC363$19.8K0.01%+3+0.8%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.395$21.6K0.00%00.0%Unchanged
Westside Investment Management, Inc.421$23.0K0.00%00.0%Unchanged
Atticus Wealth Management, LLC425$23.2K0.01%00.0%Unchanged
Legacy Bridge, LLC431$23.6K0.01%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC433$23.7K0.00%00.0%Unchanged
First Horizon Advisors, Inc.435$23.8K0.00%−9−2.0%Reduced
Parkside Financial Bank & Trust461$25.2K0.00%+11+2.4%Added
Optiver Holding B.V.472$25.8K0.00%+6+1.3%Added
Riggs Asset Managment Co. Inc.508$27.8K0.01%−101,377−99.5%Reduced
MAI Capital Management516$28.2K0.00%+285+123.4%Added
Principal Securities, Inc.524$28.6K0.00%−51−8.9%Reduced
Rothschild Investment LLC550$30.1K0.00%+24+4.6%Added
Alerus Financial NA578$31.6K0.00%+578New
Private Trust Co NA589$32.2K0.00%−40−6.4%Reduced
Essential Partners LLC652$35.7K0.01%+652New
Jones Financial Companies LLLP656$36.6K0.00%+50+8.3%Added
IFP Advisors, Inc616$36.6K0.00%−771−55.6%Reduced
Eastern Bank679$37.1K0.00%00.0%Unchanged
High Note Wealth, LLC772$42.2K0.01%−40−4.9%Reduced
EverSource Wealth Advisors, LLC892$48.8K0.00%+548+159.3%Added
Simplex Trading, LLC910$49.0K0.00%−6,485−87.7%Reduced