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 |
|---|---|---|---|---|---|
| UBS Group AG | 417,954 | $22.9M | 0.00% | +14,487+3.6% | Added |
| Private Capital Management, LLC | 421,669 | $23.1M | 2.34% | +23,210+5.8% | Added |
| Rhumbline Advisers | 431,251 | $23.6M | 0.02% | −23,981−5.3% | Reduced |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 433,558 | $23.7M | 0.01% | 00.0% | Unchanged |
| GoodHaven Capital Management, LLC | 442,287 | $24.2M | 8.40% | +2,300+0.5% | Added |
| Assenagon Asset Management S.A. | 474,501 | $26.0M | 0.04% | +73,047+18.2% | Added |
| LSV Asset Management | 486,300 | $26.6M | 0.06% | −3,000−0.6% | Reduced |
| Hosking Partners LLP | 491,629 | $26.9M | 1.07% | −132,184−21.2% | Reduced |
| SEI Investments Co | 497,225 | $27.2M | 0.03% | +119,835+31.8% | Added |
| Retirement Systems of Alabama | 498,147 | $27.2M | 0.10% | +986+0.2% | Added |
| Bamco Inc | 519,528 | $28.4M | 0.08% | +140,000+36.9% | Added |
| Miller Howard Investments Inc | 521,040 | $28.5M | 0.90% | +690+0.1% | Added |
| Renaissance Technologies LLC | 537,589 | $29.4M | 0.04% | −140,848−20.8% | Reduced |
| Mraz, Amerine & Associates, Inc. | 571,327 | $31.2M | 5.01% | +28,929+5.3% | Added |
| Citadel Advisors LLC | 577,391 | $31.6M | 0.03% | −42,312−6.8% | Reduced |
| UBS Asset Management Americas Inc | 587,585 | $32.1M | 0.01% | +149,746+34.2% | Added |
| Holocene Advisors, LP | 592,341 | $32.4M | 0.08% | +592,341 | New |
| Freestone Grove Partners LP | 642,849 | $35.2M | 0.27% | +47,712+8.0% | Added |
| Marshall Wace, LLP | 643,998 | $35.2M | 0.04% | +392,428+156.0% | Added |
| Moerus Capital Management LLC | 665,854 | $36.4M | 15.54% | +91,601+16.0% | Added |
| Private Management Group Inc | 671,988 | $36.8M | 1.19% | +22,448+3.5% | Added |
| Millennium Management LLC | 707,368 | $38.7M | 0.03% | −924,585−56.7% | Reduced |
| FMR LLC | 715,903 | $39.2M | 0.00% | −32,492−4.3% | Reduced |
| Balyasny Asset Management LLC | 722,103 | $39.5M | 0.09% | +641,438+795.2% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 798,000 | $43.6M | 0.52% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 781,548 | $45.0M | 0.70% | +278,648+55.4% | Added |
| Federated Hermes, Inc. | 949,070 | $51.9M | 0.10% | +933,653+6,056.0% | Added |
| Nuveen, LLC | 991,109 | $54.2M | 0.01% | −109,734−10.0% | Reduced |
| Two Sigma Advisers, LP | 1,073,500 | $58.7M | 0.12% | +473,700+79.0% | Added |
| Charles Schwab Investment Management Inc | 1,133,781 | $62.0M | 0.01% | +6,307+0.6% | Added |
| Beck Mack & Oliver LLC | 1,283,354 | $70.2M | 1.34% | −29,550−2.3% | Reduced |
| Artemis Investment Management LLP | 1,292,186 | $70.7M | 0.91% | +842,143+187.1% | Added |
| Qube Research & Technologies Ltd | 1,338,466 | $73.2M | 0.10% | +111,031+9.0% | Added |
| Northern Trust Corp | 1,461,497 | $79.9M | 0.01% | −90,114−5.8% | Reduced |
| Eminence Capital, LP | 1,462,014 | $80.0M | 1.18% | +1,462,014 | New |
| Two Sigma Investments, LP | 1,467,286 | $80.2M | 0.14% | +407,514+38.5% | Added |
| Goldman Sachs Group Inc | 1,529,389 | $83.6M | 0.01% | −50,008−3.2% | Reduced |
| Invesco Ltd. | 1,561,855 | $85.4M | 0.01% | −521,953−25.0% | Reduced |
| Principal Financial Group Inc | 1,573,857 | $86.1M | 0.05% | −13,922−0.9% | Reduced |
| Bank of New York Mellon Corp | 1,588,023 | $86.8M | 0.02% | −115,323−6.8% | Reduced |
| Barclays PLC | 1,673,724 | $91.5M | 0.04% | −1,127,601−40.3% | Reduced |
| Bank of America Corp | 1,688,785 | $92.4M | 0.01% | −6,265−0.4% | Reduced |
| Norges Bank | 1,962,996 | $107.4M | 0.01% | −156,723−7.4% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,993,228 | $109.0M | 0.37% | +18,936+1.0% | Added |
| Fisher Asset Management, LLC | 2,082,840 | $113.9M | 0.05% | +648,762+45.2% | Added |
| First Pacific Advisors, LP | 2,580,283 | $141.1M | 2.02% | −5400.0% | Reduced |
| Geode Capital Management, LLC | 2,865,752 | $156.8M | 0.01% | −100,696−3.4% | Reduced |
| Morgan Stanley | 2,880,295 | $157.5M | 0.01% | +540,974+23.1% | Added |
| Dimensional Fund Advisors LP | 2,932,742 | $160.4M | 0.04% | +319,226+12.2% | Added |
| JPMorgan Chase & Co | 4,498,154 | $246.0M | 0.02% | −628,360−12.3% | Reduced |
| Massachusetts Mutual Life Insurance Co | 4,655,231 | $254.6M | 16.56% | 00.0% | Unchanged |
| State Street Corp | 4,837,147 | $264.5M | 0.01% | −255,813−5.0% | Reduced |
| Alliancebernstein L.P. | 6,694,843 | $366.1M | 0.12% | −113,497−1.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 6,990,180 | $388.4M | 0.65% | +578,013+9.0% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 9,247,081 | $505.7M | 8.25% | 00.0% | Unchanged |
| Vanguard Group Inc | 14,952,778 | $817.8M | 0.01% | −322,339−2.1% | Reduced |
| BlackRock, Inc. | 15,396,126 | $842.0M | 0.02% | −437,073−2.8% | Reduced |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −424,434−100.0% | Sold out |
| Spears Abacus Advisors LLC | 0 | $0 | 0.00% | −380,243−100.0% | Sold out |
| Eisler Capital Management Ltd. | 0 | $0 | 0.00% | −306,250−100.0% | Sold out |
| Tran Capital Management, L.P. | 0 | $0 | 0.00% | −276,532−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −254,044−100.0% | Sold out |
| Kames Capital plc | 0 | $0 | 0.00% | −202,299−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −180,457−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −120,103−100.0% | Sold out |
| Boston Common Asset Management, LLC | 0 | $0 | 0.00% | −107,399−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −102,100−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −77,805−100.0% | Sold out |
| Abn Amro Investment Solutions | 0 | $0 | 0.00% | −60,422−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −58,588−100.0% | Sold out |
| Covenant Asset Management, LLC | 0 | $0 | 0.00% | −54,374−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −51,968−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −48,676−100.0% | Sold out |
| Richard Bernstein Advisors LLC | 0 | $0 | 0.00% | −46,051−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −45,062−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −44,721−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −44,661−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −41,430−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −38,042−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −36,965−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −30,888−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −30,148−100.0% | Sold out |
| Epacria Capital Partners, LLC | 0 | $0 | 0.00% | −27,381−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −21,145−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −19,015−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −18,569−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −18,100−100.0% | Sold out |
| Maxi Investments CY Ltd | 0 | $0 | 0.00% | −17,200−100.0% | Sold out |
| Custom Index Systems, LLC | 0 | $0 | 0.00% | −17,077−100.0% | Sold out |
| Fulton Bank, N.A. | 0 | $0 | 0.00% | −15,414−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −14,643−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −13,928−100.0% | Sold out |
| Encompass More Asset Management | 0 | $0 | 0.00% | −11,886−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −11,380−100.0% | Sold out |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −10,700−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −10,338−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −9,600−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −9,513−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −9,468−100.0% | Sold out |