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 |
|---|---|---|---|---|---|
| Bank of Montreal | 20,889 | $1.14M | 0.00% | −2,020−8.8% | Reduced |
| Xponance, Inc. | 21,238 | $1.16M | 0.01% | −2,551−10.7% | Reduced |
| Gotham Asset Management, LLC | 21,410 | $1.17M | 0.01% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 21,416 | $1.17M | 0.38% | +21,416 | New |
| Storebrand Asset Management AS | 21,670 | $1.19M | 0.00% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 22,068 | $1.21M | 0.05% | −5,826−20.9% | Reduced |
| Summit Financial, LLC | 22,165 | $1.21M | 0.03% | +386+1.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 22,283 | $1.22M | 0.05% | −4,697−17.4% | Reduced |
| Pictet Asset Management Holding SA | 22,390 | $1.22M | 0.00% | +188+0.8% | Added |
| Tiaa Trust, National Association | 22,995 | $1.26M | 0.00% | −1,134−4.7% | Reduced |
| Mackenzie Financial Corp | 23,091 | $1.26M | 0.00% | −2,910−11.2% | Reduced |
| Quantbot Technologies LP | 23,358 | $1.28M | 0.03% | +23,358 | New |
| QRG Capital Management, Inc. | 23,979 | $1.31M | 0.01% | +881+3.8% | Added |
| JustInvest LLC | 24,274 | $1.33M | 0.01% | +2,686+12.4% | Added |
| Centennial Bank | 24,534 | $1.34M | 0.56% | −401−1.6% | Reduced |
| Lecap Asset Management Ltd | 24,584 | $1.34M | 0.48% | +24,584 | New |
| Cresset Asset Management, LLC | 24,605 | $1.35M | 0.01% | −26,913−52.2% | Reduced |
| Mariner, LLC | 24,654 | $1.35M | 0.00% | +10,965+80.1% | Added |
| Parsons Capital Management Inc | 24,743 | $1.35M | 0.08% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 24,782 | $1.35M | 0.14% | −100.0% | Reduced |
| Park Avenue Securities LLC | 24,941 | $1.36M | 0.01% | −588−2.3% | Reduced |
| Prescott Group Capital Management, L.L.C. | 25,000 | $1.37M | 0.16% | 00.0% | Unchanged |
| Verition Fund Management LLC | 25,372 | $1.39M | 0.01% | −183,263−87.8% | Reduced |
| MML Investors Services, LLC | 25,698 | $1.41M | 0.00% | +7,889+44.3% | Added |
| GWM Advisors LLC | 25,970 | $1.42M | 0.01% | +2,751+11.8% | Added |
| Illinois Municipal Retirement Fund | 26,079 | $1.43M | 0.02% | −2,702−9.4% | Reduced |
| Neuberger Berman Group LLC | 26,404 | $1.44M | 0.00% | +3,885+17.3% | Added |
| Congress Wealth Management LLC | 26,582 | $1.45M | 0.01% | +18,236+218.5% | Added |
| Evelyn Partners Investment Management LLP | 26,988 | $1.48M | 0.05% | −11,900−30.6% | Reduced |
| Utah Retirement Systems | 27,570 | $1.51M | 0.02% | −1,214−4.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 27,913 | $1.53M | 0.01% | +27,913 | New |
| Connective Capital Management, LLC | 28,154 | $1.54M | 1.44% | +28,154 | New |
| Farringdon Capital, Ltd. | 28,439 | $1.56M | 0.52% | +21,469+308.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 28,488 | $1.56M | 0.00% | −1,776−5.9% | Reduced |
| Wellington Shields Capital Management, LLC | 28,900 | $1.58M | 0.27% | +900+3.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 29,068 | $1.59M | 0.00% | −10,205−26.0% | Reduced |
| Pathstone Holdings, LLC | 29,214 | $1.60M | 0.01% | +3,599+14.1% | Added |
| US Bancorp | 29,345 | $1.60M | 0.00% | +3,861+15.2% | Added |
| Voya Investment Management LLC | 29,368 | $1.61M | 0.00% | −26,754−47.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 29,540 | $1.62M | 0.04% | −222,655−88.3% | Reduced |
| Cetera Investment Advisers | 29,650 | $1.62M | 0.00% | −323−1.1% | Reduced |
| Intrinsic Value Partners, LLC | 29,873 | $1.63M | 1.45% | −61−0.2% | Reduced |
| Modera Wealth Management, LLC | 30,277 | $1.66M | 0.02% | −47−0.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 30,656 | $1.68M | 0.01% | −1,242−3.9% | Reduced |
| Mercer Global Advisors Inc | 30,836 | $1.69M | 0.00% | +3,990+14.9% | Added |
| Teacher Retirement System of Texas | 30,882 | $1.69M | 0.01% | +1,340+4.5% | Added |
| MBM Wealth Consultants, LLC | 31,099 | $1.70M | 0.46% | +3,472+12.6% | Added |
| KLP Kapitalforvaltning AS | 31,700 | $1.73M | 0.01% | +500+1.6% | Added |
| Radnor Capital Management, LLC | 32,820 | $1.79M | 0.29% | +2,610+8.6% | Added |
| Harbour Capital Advisors, LLC | 31,870 | $1.80M | 0.38% | −2,095−6.2% | Reduced |
| New Mexico Educational Retirement Board | 33,119 | $1.81M | 0.06% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 33,174 | $1.81M | 0.00% | −7,630−18.7% | Reduced |
| Oregon Public Employees Retirement Fund | 33,387 | $1.83M | 0.03% | +400+1.2% | Added |
| M&T Bank Corp | 34,105 | $1.87M | 0.01% | −3,326−8.9% | Reduced |
| SG Americas Securities, LLC | 35,300 | $1.93M | 0.01% | +21,667+158.9% | Added |
| Advisory Research Inc | 35,660 | $1.95M | 0.30% | +35,660 | New |
| Brinker Capital Investments, LLC | 35,891 | $1.96M | 0.02% | −2,983−7.7% | Reduced |
| HSBC Holdings PLC | 35,729 | $1.96M | 0.00% | +7,441+26.3% | Added |
| Caxton Associates LLP | 36,007 | $1.97M | 0.05% | −2,289−6.0% | Reduced |
| Intrepid Capital Management Inc | 36,012 | $1.97M | 0.80% | −3,013−7.7% | Reduced |
| Acadian Asset Management LLC | 36,167 | $1.98M | 0.00% | −30,769−46.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 36,380 | $1.99M | 0.03% | +179+0.5% | Added |
| Gradient Investments LLC | 36,610 | $2.00M | 0.04% | +36,610 | New |
| Wittenberg Investment Management, Inc. | 37,574 | $2.05M | 0.90% | −596−1.6% | Reduced |
| Cubist Systematic Strategies, LLC | 39,021 | $2.13M | 0.02% | −235,785−85.8% | Reduced |
| State of Michigan Retirement System | 39,216 | $2.14M | 0.01% | +200+0.5% | Added |
| HighTower Advisors, LLC | 39,369 | $2.15M | 0.00% | +11,525+41.4% | Added |
| Safeguard Investment Advisory Group, LLC | 39,437 | $2.16M | 0.54% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 41,116 | $2.25M | 0.09% | +387+1.0% | Added |
| Handelsbanken Fonder AB | 41,303 | $2.26M | 0.01% | −1,700−4.0% | Reduced |
| Moors & Cabot, Inc. | 41,637 | $2.28M | 0.11% | +13,137+46.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 41,865 | $2.29M | 0.01% | +2,946+7.6% | Added |
| Advisor Group Holdings, Inc. | 43,289 | $2.37M | 0.00% | −3,724−7.9% | Reduced |
| Ensign Peak Advisors, Inc | 44,389 | $2.43M | 0.00% | −5,052−10.2% | Reduced |
| Arizona State Retirement System | 45,145 | $2.47M | 0.01% | +935+2.1% | Added |
| Louisiana State Employees Retirement System | 45,800 | $2.50M | 0.05% | +200+0.4% | Added |
| Segall Bryant & Hamill, LLC | 46,064 | $2.52M | 0.04% | −6,000−11.5% | Reduced |
| Creative Planning | 47,427 | $2.59M | 0.00% | −1,860−3.8% | Reduced |
| Public Employees Retirement System of Ohio | 47,536 | $2.60M | 0.01% | −9,777−17.1% | Reduced |
| Condor Capital Management | 47,908 | $2.62M | 0.23% | +25,276+111.7% | Added |
| State of New Jersey Common Pension Fund D | 48,227 | $2.64M | 0.01% | +6,700+16.1% | Added |
| Edgestream Partners, L.P. | 48,693 | $2.66M | 0.07% | −31,607−39.4% | Reduced |
| Wedge Capital Management L L P | 49,136 | $2.69M | 0.05% | +7,963+19.3% | Added |
| Prudential Financial Inc | 49,238 | $2.69M | 0.00% | +29,430+148.6% | Added |
| Laurion Capital Management LP | 50,093 | $2.74M | 0.32% | +3,853+8.3% | Added |
| Teachers Retirement System of the State of Kentucky | 50,535 | $2.76M | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 50,742 | $2.78M | 0.09% | −398−0.8% | Reduced |
| BNP Paribas Arbitrage, SA | 52,237 | $2.86M | 0.00% | +9,683+22.8% | Added |
| First Wilshire Securities Management Inc | 52,982 | $2.90M | 0.79% | −239−0.4% | Reduced |
| ACR Alpine Capital Research, LLC | 53,280 | $2.91M | 0.05% | +17,125+47.4% | Added |
| Davidson Capital Management Inc. | 55,723 | $3.05M | 0.73% | +16,284+41.3% | Added |
| Commonwealth Equity Services, LLC | 56,058 | $3.07M | 0.00% | +8,894+18.9% | Added |
| Yousif Capital Management, LLC | 57,570 | $3.15M | 0.03% | −1,365−2.3% | Reduced |
| Brevan Howard Capital Management LP | 57,904 | $3.17M | 0.03% | +40,498+232.7% | Added |
| CIBC Private Wealth Group, LLC | 58,202 | $3.18M | 0.01% | +170+0.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 58,538 | $3.20M | 0.03% | −5,142−8.1% | Reduced |
| Citigroup Inc | 58,953 | $3.22M | 0.00% | −420,610−87.7% | Reduced |
| Susquehanna International Group, LLP | 60,737 | $3.32M | 0.01% | −79,631−56.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 60,790 | $3.32M | 0.00% | +60,790 | New |
| Lighthouse Investment Partners, LLC | 64,013 | $3.50M | 0.15% | −70,835−52.5% | Reduced |