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 |
|---|---|---|---|---|---|
| GF Fund Management Co. Ltd. | 0 | $0 | 0.00% | −8,625−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −8,613−100.0% | Sold out |
| Permanens Capital L.P. | 0 | $0 | 0.00% | −7,580−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −6,847−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −5,852−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −4,983−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −4,980−100.0% | Sold out |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −5,622−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −4,884−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −4,851−100.0% | Sold out |
| Pinnacle Financial Partners Inc | 0 | $0 | 0.00% | −4,450−100.0% | Sold out |
| Michael B. Yongue | 0 | $0 | 0.00% | −4,294−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −4,106−100.0% | Sold out |
| Diligent Investors, LLC | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −3,920−100.0% | Sold out |
| Aspen Grove Capital, LLC | 0 | $0 | 0.00% | −3,898−100.0% | Sold out |
| SMART Wealth LLC | 0 | $0 | 0.00% | −3,779−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −3,765−100.0% | Sold out |
| Plato Investment Management Ltd | 0 | $0 | 0.00% | −1,034−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −666−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −549−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −333−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −255−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −226−100.0% | Sold out |
| Ramirez Asset Management, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −109−100.0% | Sold out |
| Marshall & Sterling Wealth Advisors Inc. | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| Millstone Evans Group, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Gen-Wealth Partners Inc | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Trust Co | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Ogorek Anthony Joseph | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Golden State Wealth Management, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| WealthTrak Capital Management LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Orion Portfolio Solutions, LLC | – | – | – | – | Not filed |
| Credit Agricole S A | – | – | – | – | Not filed |
| Glenmede Trust Co NA | – | – | – | – | Not filed |
| JCIC Asset Management Inc. | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |