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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 5,810 | $335.0K | 0.01% | +5,810 | New |
| HB Wealth Management, LLC | 6,188 | $338.4K | 0.00% | +270+4.6% | Added |
| Everence Capital Management Inc | 6,260 | $342.0K | 0.02% | +6,260 | New |
| Mattson Financial Services, LLC | 6,272 | $343.0K | 0.09% | +6,272 | New |
| Maple Capital Management, Inc. | 6,316 | $345.4K | 0.02% | −20.0% | Reduced |
| Country Club Bank | 6,200 | $345.6K | 0.02% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 6,325 | $346.0K | 0.00% | +1,403+28.5% | Added |
| Belmont Capital, LLC | 6,405 | $350.3K | 0.05% | +2,542+65.8% | Added |
| Dark Forest Capital Management LP | 6,485 | $354.7K | 0.01% | +6,485 | New |
| HighPoint Advisor Group LLC | 6,603 | $361.1K | 0.02% | +119+1.8% | Added |
| CIBC Asset Management Inc | 6,649 | $363.6K | 0.00% | 00.0% | Unchanged |
| Cooper Financial Group | 6,781 | $370.9K | 0.04% | +54+0.8% | Added |
| Forum Financial Management, LP | 6,863 | $375.3K | 0.01% | −765−10.0% | Reduced |
| Allianz SE | 6,919 | $378.4K | 0.01% | +6,919 | New |
| Net Worth Advisory Group | 7,002 | $382.9K | 0.08% | +388+5.9% | Added |
| Readystate Asset Management LP | 7,030 | $384.5K | 0.02% | +7,030 | New |
| ProShare Advisors LLC | 7,225 | $395.1K | 0.00% | +289+4.2% | Added |
| Apexium Financial, LP | 7,363 | $402.7K | 0.02% | +100+1.4% | Added |
| NorthRock Partners, LLC | 7,498 | $410.1K | 0.01% | +1,300+21.0% | Added |
| Boston Trust Walden Corp | 7,500 | $410.2K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 7,546 | $412.7K | 0.06% | 00.0% | Unchanged |
| Alteri Wealth LLC | 7,568 | $413.9K | 0.16% | +6+0.1% | Added |
| Northwestern Mutual Wealth Management Co | 7,580 | $414.6K | 0.00% | +224+3.0% | Added |
| Meeder Advisory Services, Inc. | 7,703 | $421.3K | 0.02% | −264−3.3% | Reduced |
| Sterling Capital Management LLC | 7,759 | $424.3K | 0.01% | +631+8.9% | Added |
| Longfellow Investment Management Co LLC | 7,840 | $428.8K | 0.11% | 00.0% | Unchanged |
| CWM, LLC | 7,875 | $431.0K | 0.00% | +6,456+455.0% | Added |
| Arnhold LLC | 8,000 | $437.5K | 0.04% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 7,864 | $440.0K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 8,158 | $446.2K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 8,257 | $451.6K | 0.05% | −1,725−17.3% | Reduced |
| Monetary Management Group Inc | 8,300 | $453.9K | 0.11% | 00.0% | Unchanged |
| Scientech Research LLC | 8,405 | $459.7K | 0.11% | +8,405 | New |
| Yelin Lapidot Holdings Management Ltd. | 8,652 | $473.2K | 0.09% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 8,698 | $475.7K | 0.08% | +7,458+601.5% | Added |
| Umb Bank N A | 8,864 | $484.8K | 0.01% | +330+3.9% | Added |
| Total Clarity Wealth Management, Inc. | 8,950 | $489.5K | 0.14% | +8,950 | New |
| Ci Investments Inc. | 9,054 | $495.0K | 0.00% | −151−1.6% | Reduced |
| Ethic Inc. | 8,977 | $500.5K | 0.01% | −6,279−41.2% | Reduced |
| EntryPoint Capital, LLC | 9,181 | $502.1K | 0.25% | +3,758+69.3% | Added |
| Pinnacle Associates Ltd | 9,235 | $505.1K | 0.01% | +502+5.7% | Added |
| DnB Asset Management AS | 9,305 | $508.9K | 0.00% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 9,431 | $515.8K | 0.14% | −13,608−59.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,460 | $517.4K | 0.07% | +10+0.1% | Added |
| Avantax Advisory Services, Inc. | 9,477 | $518.3K | 0.00% | +1,052+12.5% | Added |
| Vident Advisory, LLC | 9,552 | $522.4K | 0.01% | +1,181+14.1% | Added |
| Altfest L J & Co Inc | 9,606 | $525.4K | 0.06% | +9,606 | New |
| Simmons Bank | 9,872 | $539.9K | 0.04% | +902+10.1% | Added |
| Pacer Advisors, Inc. | 9,898 | $541.3K | 0.00% | −3,456−25.9% | Reduced |
| Farther Finance Advisors, LLC | 9,932 | $543.2K | 0.01% | +338+3.5% | Added |
| Carnegie Capital Asset Management, LLC | 9,970 | $545.3K | 0.01% | +511+5.4% | Added |
| Am Investment Strategies LLC | 10,000 | $546.0K | 0.13% | 00.0% | Unchanged |
| Lynx Capital Group Ltd | 10,000 | $546.9K | 0.26% | +10,000 | New |
| Bayforest Capital Ltd | 10,072 | $550.8K | 0.24% | +4,650+85.8% | Added |
| Parallel Advisors, LLC | 10,359 | $566.5K | 0.01% | +3,508+51.2% | Added |
| Banque Pictet & Cie SA | 10,776 | $589.3K | 0.01% | −722−6.3% | Reduced |
| Equitable Trust Co | 10,890 | $595.6K | 0.03% | +2,290+26.6% | Added |
| Chou Associates Management Inc.SuperinvestorChou Associates | 10,987 | $600.9K | 0.33% | 00.0% | Unchanged |
| Connable Office Inc | 11,200 | $612.5K | 0.06% | 00.0% | Unchanged |
| Sylvest Advisors, LLC | 11,394 | $623.1K | 0.36% | +476+4.4% | Added |
| Tower Research Capital LLC (TRC) | 11,648 | $637.0K | 0.02% | +3,334+40.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 11,849 | $648.0K | 0.02% | −52,205−81.5% | Reduced |
| Twinbeech Capital LP | 12,035 | $658.2K | 0.01% | −7,892−39.6% | Reduced |
| Carmel Capital Partners, LLC | 12,233 | $669.0K | 0.23% | −7,165−36.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 12,345 | $675.1K | 0.01% | −27,644−69.1% | Reduced |
| Securian Asset Management, Inc | 12,372 | $676.6K | 0.02% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 12,473 | $682.1K | 0.01% | +61+0.5% | Added |
| Roberts Capital Advisors, LLC | 12,594 | $688.8K | 0.51% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 12,875 | $704.1K | 0.00% | −100−0.8% | Reduced |
| KWMG, LLC | 12,956 | $708.6K | 0.07% | −1,183−8.4% | Reduced |
| Evercore Wealth Management, LLC | 13,108 | $716.9K | 0.01% | +1,145+9.6% | Added |
| Coldstream Capital Management Inc | 13,319 | $728.4K | 0.01% | −204−1.5% | Reduced |
| Point72 (DIFC) Ltd | 13,400 | $732.8K | 0.06% | +6,645+98.4% | Added |
| Oak Thistle LLC | 13,881 | $759.2K | 0.11% | +13,881 | New |
| Ancora Advisors, LLC | 14,175 | $775.2K | 0.02% | −500−3.4% | Reduced |
| Catalyst Financial Partners LLC | 14,350 | $784.8K | 0.09% | +206+1.5% | Added |
| Jefferies Financial Group Inc. | 14,475 | $791.6K | 0.01% | +342+2.4% | Added |
| King Luther Capital Management Corp | 14,671 | $802.4K | 0.00% | −245−1.6% | Reduced |
| Thoma Capital Management LLC | 14,690 | $803.4K | 0.51% | +866+6.3% | Added |
| Harbor Advisors LLC | 15,000 | $820.4K | 0.13% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 15,025 | $821.7K | 0.03% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 15,241 | $833.5K | 1.22% | +5,342+54.0% | Added |
| Quadrant Capital Group LLC | 15,605 | $853.4K | 0.03% | +573+3.8% | Added |
| IMC-Chicago, LLC | 15,638 | $855.2K | 0.02% | +15,638 | New |
| Ofi Invest Asset Management | 18,987 | $884.6K | 0.02% | +2,501+15.2% | Added |
| Public Employees Retirement Association of Colorado | 16,928 | $926.0K | 0.00% | −106−0.6% | Reduced |
| Blair William & Co | 16,960 | $927.5K | 0.00% | −81−0.5% | Reduced |
| Toroso Investments, LLC | 17,412 | $952.3K | 0.01% | +3,565+25.7% | Added |
| Ieq Capital, LLC | 17,565 | $960.7K | 0.01% | +3,865+28.2% | Added |
| Sanctuary Advisors, LLC | 18,111 | $990.5K | 0.01% | −440−2.4% | Reduced |
| State of Alaska, Department of Revenue | 18,329 | $1.00M | 0.01% | −750−3.9% | Reduced |
| Citadel Investment Advisory, Inc. | 18,420 | $1.01M | 0.49% | +3,135+20.5% | Added |
| AMG National Trust Bank | 18,665 | $1.02M | 0.03% | +16+0.1% | Added |
| Aigen Investment Management, LP | 18,744 | $1.03M | 0.14% | −2,877−13.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 18,342 | $1.04M | 0.03% | +466+2.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 19,931 | $1.09M | 0.01% | +2,632+15.2% | Added |
| Gsa Capital Partners LLP | 20,091 | $1.10M | 0.08% | +20,091 | New |
| Bard Financial Services, Inc. | 20,175 | $1.10M | 0.13% | −500−2.4% | Reduced |
| Shelton Wealth Management, LLC | 20,306 | $1.11M | 0.56% | +5,667+38.7% | Added |
| Secure Asset Management, LLC | 20,781 | $1.14M | 0.21% | +7,780+59.8% | Added |