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 |
|---|---|---|---|---|---|
| Quarry LP | 898 | $49.1K | 0.01% | +898 | New |
| Bessemer Group Inc | 912 | $50.0K | 0.00% | +299+48.8% | Added |
| Smartleaf Asset Management LLC | 942 | $52.5K | 0.00% | +13+1.4% | Added |
| SRS Capital Advisors, Inc. | 978 | $53.5K | 0.00% | +115+13.3% | Added |
| Hantz Financial Services, Inc. | 993 | $54.0K | 0.00% | +966+3,577.8% | Added |
| Federation des caisses Desjardins du Quebec | 1,009 | $55.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,228 | $67.2K | 0.00% | −11−0.9% | Reduced |
| Washington Trust Advisors, Inc. | 1,232 | $67.4K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 1,260 | $68.9K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,340 | $73.3K | 0.00% | −185−12.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,348 | $74.0K | 0.00% | +1,348 | New |
| Geneos Wealth Management Inc. | 1,390 | $76.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,496 | $81.8K | 0.00% | +4+0.3% | Added |
| Versant Capital Management, Inc | 1,513 | $82.7K | 0.01% | +565+59.6% | Added |
| Nomura Asset Management Co Ltd | 1,520 | $83.1K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 1,598 | $87.4K | 0.06% | −250−13.5% | Reduced |
| Glen Eagle Advisors, LLC | 1,722 | $94.2K | 0.01% | +2+0.1% | Added |
| Spire Wealth Management | 1,825 | $99.8K | 0.00% | −45−2.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,872 | $102.0K | 0.00% | +418+28.7% | Added |
| GAMMA Investing LLC | 1,875 | $102.5K | 0.01% | +724+62.9% | Added |
| Leonteq Securities AG | 1,899 | $103.9K | 0.01% | +1,899 | New |
| Ridgewood Investments LLC | 1,900 | $103.9K | 0.04% | −300−13.6% | Reduced |
| Allworth Financial LP | 1,942 | $106.2K | 0.00% | +311+19.1% | Added |
| Lazard Asset Management LLC | 1,976 | $107.0K | 0.00% | −20,531−91.2% | Reduced |
| Private Wealth Asset Management, LLC | 2,040 | $111.6K | 0.01% | −14−0.7% | Reduced |
| Skopos Labs, Inc. | 2,377 | $130.0K | 0.02% | +1,941+445.2% | Added |
| Gitterman Wealth Management, LLC | 2,490 | $136.2K | 0.03% | +2,490 | New |
| HM Payson & Co | 2,500 | $136.7K | 0.00% | +100+4.2% | Added |
| Quest Partners LLC | 2,530 | $138.4K | 0.01% | −4,511−64.1% | Reduced |
| Colonial Trust Co | 2,578 | $141.0K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,581 | $141.2K | 0.00% | +2,581 | New |
| Old Point Trust & Financial Services N A | 2,592 | $141.8K | 0.05% | 00.0% | Unchanged |
| Assetmark, Inc | 2,626 | $143.6K | 0.00% | +105+4.2% | Added |
| Danske Bank A/S | 2,692 | $147.2K | 0.00% | −9,850−78.5% | Reduced |
| Creative Financial Designs Inc | 2,862 | $156.5K | 0.01% | +580+25.4% | Added |
| Fifth Third Bancorp | 2,898 | $158.5K | 0.00% | +25+0.9% | Added |
| Newbridge Financial Services Group, Inc. | 2,900 | $158.6K | 0.03% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 3,216 | $175.9K | 0.04% | +2,734+567.2% | Added |
| Ronald Blue Trust, Inc. | 3,271 | $178.9K | 0.00% | +429+15.1% | Added |
| Macquarie Group Ltd | 3,311 | $181.1K | 0.00% | +1,883+131.9% | Added |
| Steward Partners Investment Advisory, LLC | 3,331 | $182.2K | 0.00% | +309+10.2% | Added |
| VSM Wealth Advisory, LLC | 3,420 | $187.0K | 0.06% | 00.0% | Unchanged |
| NBC Securities, Inc. | 3,463 | $189.0K | 0.02% | +25+0.7% | Added |
| Hamilton Capital Partners Inc. | 3,473 | $189.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 3,471 | $190.0K | 0.11% | +3,263+1,568.8% | Added |
| United Capital Financial Advisers, LLC | 3,662 | $200.3K | 0.00% | +3,662 | New |
| Essex Financial Services, Inc. | 3,707 | $202.7K | 0.01% | +3,707 | New |
| Blankinship & Foster, LLC | 3,741 | $204.6K | 0.05% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 3,756 | $205.4K | 0.00% | +15+0.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 3,901 | $213.3K | 0.01% | 00.0% | Unchanged |
| Creekside Partners | 3,910 | $213.8K | 0.10% | 00.0% | Unchanged |
| Pitcairn Co | 3,948 | $215.9K | 0.01% | −732−15.6% | Reduced |
| Swiss Life Asset Management Ltd | 3,992 | $218.3K | 0.00% | +3,992 | New |
| Moody Aldrich Partners LLC | 4,008 | $219.2K | 0.04% | −66−1.6% | Reduced |
| Prospera Financial Services Inc | 4,017 | $219.8K | 0.00% | −246−5.8% | Reduced |
| Vise Technologies, Inc. | 4,039 | $220.9K | 0.01% | +4,039 | New |
| Engineers Gate Manager LP | 4,071 | $222.6K | 0.00% | −16,916−80.6% | Reduced |
| Sanders Morris Harris LLC | 4,200 | $229.7K | 0.05% | 00.0% | Unchanged |
| GTS Securities LLC | 4,323 | $236.4K | 0.01% | +4,323 | New |
| Stephens Inc | 4,353 | $238.1K | 0.00% | −479−9.9% | Reduced |
| Harbour Investments, Inc. | 4,426 | $242.1K | 0.01% | +2,144+94.0% | Added |
| Sage Capital Management, LLC | 4,442 | $242.9K | 0.12% | +35+0.8% | Added |
| Paradigm Financial Partners, LLC | 4,480 | $245.0K | 0.03% | −250−5.3% | Reduced |
| Checchi Capital Advisers, LLC | 4,564 | $249.6K | 0.02% | −525−10.3% | Reduced |
| Atom Investors LP | 4,573 | $250.1K | 0.02% | +4,573 | New |
| Ritholtz Wealth Management | 4,579 | $250.4K | 0.01% | +89+2.0% | Added |
| Signaturefd, LLC | 4,842 | $264.8K | 0.00% | +26+0.5% | Added |
| Fifth Third Wealth Advisors LLC | 4,954 | $270.9K | 0.01% | −80−1.6% | Reduced |
| Resources Investment Advisors, LLC. | 5,037 | $275.5K | 0.00% | −65−1.3% | Reduced |
| Vestor Capital, LLC | 2,322 | $277.0K | 0.03% | −2,324−50.0% | Reduced |
| Panagora Asset Management Inc | 5,066 | $277.1K | 0.00% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 5,111 | $279.5K | 0.02% | −37−0.7% | Reduced |
| Infrastructure Capital Advisors, LLC | 5,193 | $284.0K | 0.03% | +5,193 | New |
| Punch & Associates Investment Management, Inc. | 5,275 | $288.5K | 0.02% | +5,275 | New |
| Summit Trail Advisors, LLC | 5,318 | $290.8K | 0.00% | +5,318 | New |
| MKT Advisors LLC | 5,275 | $293.1K | 0.12% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 5,373 | $294.0K | 0.00% | +1,233+29.8% | Added |
| M.E. Allison & Co., Inc. | 5,400 | $295.3K | 0.24% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 5,501 | $300.9K | 0.01% | +430+8.5% | Added |
| Atria Investments LLC | 5,517 | $301.7K | 0.00% | +5,517 | New |
| Whitener Capital Management, Inc. | 5,545 | $303.3K | 0.08% | +50+0.9% | Added |
| Pallas Capital Advisors LLC | 5,606 | $306.6K | 0.01% | +5,606 | New |
| BFSG, LLC | 5,694 | $311.4K | 0.03% | +300+5.6% | Added |
| Bayesian Capital Management, LP | 5,706 | $312.1K | 0.05% | −14,294−71.5% | Reduced |
| Quent Capital, LLC | 5,747 | $314.3K | 0.03% | −44−0.8% | Reduced |
| Shell Asset Management Co | 5,768 | $315.0K | 0.01% | −1,000−14.8% | Reduced |
| Hilltop Holdings Inc. | 5,781 | $316.2K | 0.02% | +5,781 | New |
| Shelton Capital Management | 5,830 | $318.8K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 5,858 | $320.3K | 0.01% | −7−0.1% | Reduced |
| Journey Strategic Wealth LLC | 5,880 | $321.6K | 0.01% | +5,880 | New |
| PFG Investments, LLC | 5,914 | $323.4K | 0.02% | +21+0.4% | Added |
| Greenleaf Trust | 5,944 | $325.1K | 0.00% | +96+1.6% | Added |
| Wolverine Trading, LLC | 5,841 | $325.6K | 0.01% | −11,029−65.4% | Reduced |
| Atomi Financial Group, Inc. | 5,988 | $327.5K | 0.01% | −1,046−14.9% | Reduced |
| Searle & Co. | 6,000 | $328.1K | 0.09% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 6,000 | $328.1K | 0.05% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 6,001 | $328.2K | 0.00% | +6,001 | New |
| Daymark Wealth Partners, LLC | 6,015 | $329.0K | 0.01% | +39+0.7% | Added |
| Kingsview Wealth Management, LLC | 6,051 | $330.9K | 0.01% | 00.0% | Unchanged |
| Aspiriant, LLC | 6,104 | $333.8K | 0.01% | −31−0.5% | Reduced |