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 |
|---|---|---|---|---|---|
| DRW Securities, LLC | 67,451 | $3.69M | 0.26% | +67,451 | New |
| Comerica Bank | 68,013 | $3.72M | 0.01% | +1,564+2.4% | Added |
| Truist Financial Corp | 68,837 | $3.76M | 0.01% | −7,046−9.3% | Reduced |
| State of Tennessee, Treasury Department | 68,857 | $3.77M | 0.01% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 68,884 | $3.77M | 0.06% | +1,515+2.2% | Added |
| Gateway Investment Advisers LLC | 69,289 | $3.79M | 0.04% | +9,717+16.3% | Added |
| Treasurer of the State of North Carolina | 71,518 | $3.91M | 0.01% | −8,349−10.5% | Reduced |
| Nisa Investment Advisors, LLC | 72,552 | $3.97M | 0.02% | 00.0% | Unchanged |
| Prana Capital Management, LP | 72,781 | $3.98M | 0.14% | +72,781 | New |
| Aquatic Capital Management LLC | 73,312 | $4.01M | 0.08% | +73,312 | New |
| The PNC Financial Services Group, Inc. | 73,533 | $4.02M | 0.00% | +362+0.5% | Added |
| Amalgamated Bank | 74,754 | $4.09M | 0.03% | −1,310−1.7% | Reduced |
| BW Gestao de Investimentos Ltda. | 76,000 | $4.16M | 0.39% | +76,000 | New |
| Stifel Financial Corp | 77,316 | $4.23M | 0.00% | +8,690+12.7% | Added |
| Susquehanna Portfolio Strategies, LLC | 78,100 | $4.27M | 0.09% | +59,400+317.6% | Added |
| New York State Common Retirement Fund | 78,437 | $4.29M | 0.01% | −8,500−9.8% | Reduced |
| Mutual of America Capital Management LLC | 81,031 | $4.43M | 0.05% | −2,766−3.3% | Reduced |
| Insight Wealth Strategies, LLC | 82,194 | $4.57M | 0.58% | +22,085+36.7% | Added |
| American Century Companies Inc | 85,177 | $4.66M | 0.00% | −4,243−4.7% | Reduced |
| Commerce Bank | 85,700 | $4.69M | 0.03% | +20.0% | Added |
| Point72 Asset Management, L.P. | 85,968 | $4.70M | 0.01% | +85,968 | New |
| 1492 Capital Management LLC | 87,653 | $4.79M | 2.21% | +38,431+78.1% | Added |
| Ervin Investment Management, LLC | 90,145 | $4.93M | 3.08% | +2,660+3.0% | Added |
| Nebula Research & Development LLC | 92,285 | $5.05M | 0.43% | +32,925+55.5% | Added |
| Jane Street Group, LLC | 92,384 | $5.05M | 0.01% | −117,969−56.1% | Reduced |
| MetLife Investment Management | 92,431 | $5.06M | 0.03% | −3,486−3.6% | Reduced |
| Kera Capital Partners, Inc. | 94,426 | $5.16M | 1.02% | +12,115+14.7% | Added |
| National Bank of Canada | 96,042 | $5.25M | 0.01% | −29,296−23.4% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 97,597 | $5.34M | 0.03% | +35,605+57.4% | Added |
| Lee Danner & Bass Inc | 97,690 | $5.34M | 0.42% | −7,000−6.7% | Reduced |
| Brandywine Global Investment Management, LLC | 99,981 | $5.47M | 0.04% | −2,570−2.5% | Reduced |
| RBF Capital, LLC | 100,000 | $5.47M | 0.27% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 100,000 | $5.47M | 0.44% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 100,331 | $5.49M | 0.01% | +2,951+3.0% | Added |
| Manufacturers Life Insurance Company, The | 104,079 | $5.69M | 0.01% | −5,464−5.0% | Reduced |
| KBC Group NV | 107,253 | $5.87M | 0.02% | −4,951−4.4% | Reduced |
| Man Group plc | 113,317 | $6.20M | 0.01% | +85,620+309.1% | Added |
| Trexquant Investment LP | 114,248 | $6.25M | 0.07% | +114,248 | New |
| Price T Rowe Associates Inc | 118,763 | $6.50M | 0.00% | −5,558−4.5% | Reduced |
| HRT Financial LP | 121,154 | $6.63M | 0.03% | +121,154 | New |
| State of Wisconsin Investment Board | 121,181 | $6.63M | 0.02% | −5,996−4.7% | Reduced |
| Cambria Investment Management, L.P. | 121,728 | $6.66M | 0.45% | −22,998−15.9% | Reduced |
| Wealth High Governance Capital Ltda | 124,000 | $6.78M | 2.10% | +124,000 | New |
| Poehling Capital Management, LLC | 124,345 | $6.80M | 1.59% | +5,577+4.7% | Added |
| Thrivent Financial for Lutherans | 126,015 | $6.97M | 0.02% | +87,841+230.1% | Added |
| Gabelli Funds LLC | 128,710 | $7.04M | 0.05% | −700−0.5% | Reduced |
| Great West Life Assurance Co | 131,653 | $7.21M | 0.01% | −3,554−2.6% | Reduced |
| Algert Global LLC | 132,426 | $7.24M | 0.15% | +132,426 | New |
| Cinctive Capital Management LP | 133,237 | $7.29M | 0.41% | +104,884+369.9% | Added |
| Lafayette Investments, Inc. | 138,810 | $7.59M | 1.53% | −480.0% | Reduced |
| Boston Partners | 141,433 | $7.74M | 0.01% | −5,033−3.4% | Reduced |
| California State Teachers Retirement System | 142,496 | $7.79M | 0.01% | −1,370−1.0% | Reduced |
| Magnetar Financial LLC | 144,212 | $7.89M | 0.04% | +144,212 | New |
| Waterfront Wealth Inc. | 146,168 | $7.99M | 1.79% | −90−0.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 143,469 | $8.17M | 0.01% | +1,940+1.4% | Added |
| Allianz Asset Management GmbH | 152,672 | $8.35M | 0.01% | −208,598−57.7% | Reduced |
| Shapiro Capital Management LLC | 153,700 | $8.41M | 0.37% | +153,700 | New |
| Voloridge Investment Management, LLC | 158,551 | $8.67M | 0.03% | −472,952−74.9% | Reduced |
| Beacon Investment Advisory Services, Inc. | 159,960 | $8.75M | 0.39% | +11,240+7.6% | Added |
| Natixis | 166,466 | $9.10M | 0.05% | +127,122+323.1% | Added |
| Sequoia Financial Advisors, LLC | 169,445 | $9.27M | 0.06% | +20,728+13.9% | Added |
| Colony Group, LLC | 173,103 | $9.47M | 0.02% | −9,578−5.2% | Reduced |
| Rock Point Advisors, LLC | 173,422 | $9.48M | 2.68% | +2,817+1.7% | Added |
| Squarepoint Ops LLC | 173,564 | $9.49M | 0.02% | +110,484+175.1% | Added |
| PEAK6 LLC | 187,557 | $10.3M | 0.35% | +135,905+263.1% | Added |
| Victory Capital Management Inc | 188,670 | $10.3M | 0.01% | +51,314+37.4% | Added |
| New York State Teachers Retirement System | 189,289 | $10.4M | 0.02% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 189,527 | $10.4M | 0.01% | +189,527 | New |
| Quantinno Capital Management LP | 195,446 | $10.7M | 0.05% | +48,411+32.9% | Added |
| First Manhattan Co | 197,031 | $10.8M | 0.03% | −19,928−9.2% | Reduced |
| State Board of Administration of Florida Retirement System | 204,662 | $11.2M | 0.02% | +2,330+1.2% | Added |
| Merrion Investment Management Co, LLC | 207,314 | $11.3M | 7.36% | −4,300−2.0% | Reduced |
| Russell Investments Group, Ltd. | 224,062 | $12.3M | 0.02% | −20,527−8.4% | Reduced |
| Cerity Partners LLC | 231,508 | $12.7M | 0.02% | +5,053+2.2% | Added |
| Envestnet Asset Management Inc | 233,250 | $12.8M | 0.00% | −6,637−2.8% | Reduced |
| Amundi | 226,025 | $12.8M | 0.00% | +17,935+8.6% | Added |
| Oppenheimer & Co Inc | 253,764 | $13.9M | 0.18% | −10,310−3.9% | Reduced |
| Franklin Resources Inc | 259,531 | $14.2M | 0.00% | +156,346+151.5% | Added |
| Royal Bank of Canada | 290,299 | $15.9M | 0.00% | +134,670+86.5% | Added |
| Raymond James Financial Inc | 293,619 | $16.1M | 0.01% | +8,547+3.0% | Added |
| Intech Investment Management LLC | 294,435 | $16.1M | 0.15% | −26,088−8.1% | Reduced |
| Swiss National Bank | 295,600 | $16.2M | 0.01% | −3,000−1.0% | Reduced |
| Burgundy Asset Management Ltd. | 299,958 | $16.4M | 0.16% | +299,958 | New |
| Capital Fund Management S.A. | 303,145 | $16.6M | 0.18% | +115,971+62.0% | Added |
| Janus Henderson Group PLC | 308,931 | $16.9M | 0.01% | −79,230−20.4% | Reduced |
| California Public Employees Retirement System | 310,508 | $17.0M | 0.01% | −21,896−6.6% | Reduced |
| Loomis Sayles & Co L P | 316,537 | $17.3M | 0.02% | −119,913−27.5% | Reduced |
| Robotti Robert | 341,654 | $18.7M | 3.50% | −1,874−0.5% | Reduced |
| Legal & General Group Plc | 341,981 | $18.7M | 0.00% | −18,506−5.1% | Reduced |
| Ameriprise Financial Inc | 347,771 | $19.0M | 0.00% | −9,999−2.8% | Reduced |
| ExodusPoint Capital Management, LP | 350,268 | $19.2M | 0.23% | +268,764+329.8% | Added |
| LPL Financial LLC | 357,348 | $19.5M | 0.01% | +10,466+3.0% | Added |
| Captrust Financial Advisors | 357,540 | $19.6M | 0.04% | −473,811−57.0% | Reduced |
| Tudor Investment Corp Et Al | 386,821 | $21.2M | 0.16% | +193,994+100.6% | Added |
| Wells Fargo & Company | 388,132 | $21.2M | 0.00% | +61,045+18.7% | Added |
| Kettle Hill Capital Management, LLC | 394,285 | $21.6M | 4.99% | +394,285 | New |
| STRS Ohio | 399,104 | $21.8M | 0.08% | −9,577−2.3% | Reduced |
| First Trust Advisors LP | 399,823 | $21.9M | 0.02% | −115,909−22.5% | Reduced |
| Deutsche Bank AG | 401,024 | $21.9M | 0.01% | −41,564−9.4% | Reduced |
| AQR Capital Management LLC | 410,439 | $22.4M | 0.02% | +174,536+74.0% | Added |