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 |
|---|---|---|---|---|---|
| Shapiro Capital Management LLC | 153,700 | $8.41M | 0.37% | +153,700 | New |
| Allianz Asset Management GmbH | 152,672 | $8.35M | 0.01% | −208,598−57.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 143,469 | $8.17M | 0.01% | +1,940+1.4% | Added |
| Waterfront Wealth Inc. | 146,168 | $7.99M | 1.79% | −90−0.1% | Reduced |
| Magnetar Financial LLC | 144,212 | $7.89M | 0.04% | +144,212 | New |
| California State Teachers Retirement System | 142,496 | $7.79M | 0.01% | −1,370−1.0% | Reduced |
| Boston Partners | 141,433 | $7.74M | 0.01% | −5,033−3.4% | Reduced |
| Lafayette Investments, Inc. | 138,810 | $7.59M | 1.53% | −480.0% | Reduced |
| Cinctive Capital Management LP | 133,237 | $7.29M | 0.41% | +104,884+369.9% | Added |
| Algert Global LLC | 132,426 | $7.24M | 0.15% | +132,426 | New |
| Great West Life Assurance Co | 131,653 | $7.21M | 0.01% | −3,554−2.6% | Reduced |
| Gabelli Funds LLC | 128,710 | $7.04M | 0.05% | −700−0.5% | Reduced |
| Thrivent Financial for Lutherans | 126,015 | $6.97M | 0.02% | +87,841+230.1% | Added |
| Poehling Capital Management, LLC | 124,345 | $6.80M | 1.59% | +5,577+4.7% | Added |
| Wealth High Governance Capital Ltda | 124,000 | $6.78M | 2.10% | +124,000 | New |
| Cambria Investment Management, L.P. | 121,728 | $6.66M | 0.45% | −22,998−15.9% | Reduced |
| State of Wisconsin Investment Board | 121,181 | $6.63M | 0.02% | −5,996−4.7% | Reduced |
| HRT Financial LP | 121,154 | $6.63M | 0.03% | +121,154 | New |
| Price T Rowe Associates Inc | 118,763 | $6.50M | 0.00% | −5,558−4.5% | Reduced |
| Trexquant Investment LP | 114,248 | $6.25M | 0.07% | +114,248 | New |
| Man Group plc | 113,317 | $6.20M | 0.01% | +85,620+309.1% | Added |
| KBC Group NV | 107,253 | $5.87M | 0.02% | −4,951−4.4% | Reduced |
| Manufacturers Life Insurance Company, The | 104,079 | $5.69M | 0.01% | −5,464−5.0% | Reduced |
| CI Private Wealth, LLC | 100,331 | $5.49M | 0.01% | +2,951+3.0% | Added |
| 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 |
| Brandywine Global Investment Management, LLC | 99,981 | $5.47M | 0.04% | −2,570−2.5% | Reduced |
| Lee Danner & Bass Inc | 97,690 | $5.34M | 0.42% | −7,000−6.7% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 97,597 | $5.34M | 0.03% | +35,605+57.4% | Added |
| National Bank of Canada | 96,042 | $5.25M | 0.01% | −29,296−23.4% | Reduced |
| Kera Capital Partners, Inc. | 94,426 | $5.16M | 1.02% | +12,115+14.7% | Added |
| MetLife Investment Management | 92,431 | $5.06M | 0.03% | −3,486−3.6% | Reduced |
| Jane Street Group, LLC | 92,384 | $5.05M | 0.01% | −117,969−56.1% | Reduced |
| Nebula Research & Development LLC | 92,285 | $5.05M | 0.43% | +32,925+55.5% | Added |
| Ervin Investment Management, LLC | 90,145 | $4.93M | 3.08% | +2,660+3.0% | Added |
| 1492 Capital Management LLC | 87,653 | $4.79M | 2.21% | +38,431+78.1% | Added |
| Point72 Asset Management, L.P. | 85,968 | $4.70M | 0.01% | +85,968 | New |
| Commerce Bank | 85,700 | $4.69M | 0.03% | +20.0% | Added |
| American Century Companies Inc | 85,177 | $4.66M | 0.00% | −4,243−4.7% | Reduced |
| Insight Wealth Strategies, LLC | 82,194 | $4.57M | 0.58% | +22,085+36.7% | Added |
| Mutual of America Capital Management LLC | 81,031 | $4.43M | 0.05% | −2,766−3.3% | Reduced |
| New York State Common Retirement Fund | 78,437 | $4.29M | 0.01% | −8,500−9.8% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 78,100 | $4.27M | 0.09% | +59,400+317.6% | Added |
| Stifel Financial Corp | 77,316 | $4.23M | 0.00% | +8,690+12.7% | Added |
| BW Gestao de Investimentos Ltda. | 76,000 | $4.16M | 0.39% | +76,000 | New |
| Amalgamated Bank | 74,754 | $4.09M | 0.03% | −1,310−1.7% | Reduced |
| The PNC Financial Services Group, Inc. | 73,533 | $4.02M | 0.00% | +362+0.5% | Added |
| Aquatic Capital Management LLC | 73,312 | $4.01M | 0.08% | +73,312 | New |
| Prana Capital Management, LP | 72,781 | $3.98M | 0.14% | +72,781 | New |
| Nisa Investment Advisors, LLC | 72,552 | $3.97M | 0.02% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 71,518 | $3.91M | 0.01% | −8,349−10.5% | Reduced |
| Gateway Investment Advisers LLC | 69,289 | $3.79M | 0.04% | +9,717+16.3% | Added |
| Tocqueville Asset Management L.P. | 68,884 | $3.77M | 0.06% | +1,515+2.2% | Added |
| State of Tennessee, Treasury Department | 68,857 | $3.77M | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 68,837 | $3.76M | 0.01% | −7,046−9.3% | Reduced |
| Comerica Bank | 68,013 | $3.72M | 0.01% | +1,564+2.4% | Added |
| DRW Securities, LLC | 67,451 | $3.69M | 0.26% | +67,451 | New |
| Lighthouse Investment Partners, LLC | 64,013 | $3.50M | 0.15% | −70,835−52.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 60,790 | $3.32M | 0.00% | +60,790 | New |
| Susquehanna International Group, LLP | 60,737 | $3.32M | 0.01% | −79,631−56.7% | Reduced |
| Citigroup Inc | 58,953 | $3.22M | 0.00% | −420,610−87.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 58,538 | $3.20M | 0.03% | −5,142−8.1% | Reduced |
| CIBC Private Wealth Group, LLC | 58,202 | $3.18M | 0.01% | +170+0.3% | Added |
| Brevan Howard Capital Management LP | 57,904 | $3.17M | 0.03% | +40,498+232.7% | Added |
| Yousif Capital Management, LLC | 57,570 | $3.15M | 0.03% | −1,365−2.3% | Reduced |
| Commonwealth Equity Services, LLC | 56,058 | $3.07M | 0.00% | +8,894+18.9% | Added |
| Davidson Capital Management Inc. | 55,723 | $3.05M | 0.73% | +16,284+41.3% | Added |
| ACR Alpine Capital Research, LLC | 53,280 | $2.91M | 0.05% | +17,125+47.4% | Added |
| First Wilshire Securities Management Inc | 52,982 | $2.90M | 0.79% | −239−0.4% | Reduced |
| BNP Paribas Arbitrage, SA | 52,237 | $2.86M | 0.00% | +9,683+22.8% | Added |
| Ameritas Investment Partners, Inc. | 50,742 | $2.78M | 0.09% | −398−0.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 50,535 | $2.76M | 0.02% | 00.0% | Unchanged |
| Laurion Capital Management LP | 50,093 | $2.74M | 0.32% | +3,853+8.3% | Added |
| Prudential Financial Inc | 49,238 | $2.69M | 0.00% | +29,430+148.6% | Added |
| Wedge Capital Management L L P | 49,136 | $2.69M | 0.05% | +7,963+19.3% | Added |
| Edgestream Partners, L.P. | 48,693 | $2.66M | 0.07% | −31,607−39.4% | Reduced |
| State of New Jersey Common Pension Fund D | 48,227 | $2.64M | 0.01% | +6,700+16.1% | Added |
| Condor Capital Management | 47,908 | $2.62M | 0.23% | +25,276+111.7% | Added |
| Public Employees Retirement System of Ohio | 47,536 | $2.60M | 0.01% | −9,777−17.1% | Reduced |
| Creative Planning | 47,427 | $2.59M | 0.00% | −1,860−3.8% | Reduced |
| Segall Bryant & Hamill, LLC | 46,064 | $2.52M | 0.04% | −6,000−11.5% | Reduced |
| Louisiana State Employees Retirement System | 45,800 | $2.50M | 0.05% | +200+0.4% | Added |
| Arizona State Retirement System | 45,145 | $2.47M | 0.01% | +935+2.1% | Added |
| Ensign Peak Advisors, Inc | 44,389 | $2.43M | 0.00% | −5,052−10.2% | Reduced |
| Advisor Group Holdings, Inc. | 43,289 | $2.37M | 0.00% | −3,724−7.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 41,865 | $2.29M | 0.01% | +2,946+7.6% | Added |
| Moors & Cabot, Inc. | 41,637 | $2.28M | 0.11% | +13,137+46.1% | Added |
| Handelsbanken Fonder AB | 41,303 | $2.26M | 0.01% | −1,700−4.0% | Reduced |
| AlphaCore Capital LLC | 41,116 | $2.25M | 0.09% | +387+1.0% | Added |
| Safeguard Investment Advisory Group, LLC | 39,437 | $2.16M | 0.54% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 39,369 | $2.15M | 0.00% | +11,525+41.4% | Added |
| State of Michigan Retirement System | 39,216 | $2.14M | 0.01% | +200+0.5% | Added |
| Cubist Systematic Strategies, LLC | 39,021 | $2.13M | 0.02% | −235,785−85.8% | Reduced |
| Wittenberg Investment Management, Inc. | 37,574 | $2.05M | 0.90% | −596−1.6% | Reduced |
| Gradient Investments LLC | 36,610 | $2.00M | 0.04% | +36,610 | New |
| Northwestern Mutual Investment Management Company, LLC | 36,380 | $1.99M | 0.03% | +179+0.5% | Added |
| Acadian Asset Management LLC | 36,167 | $1.98M | 0.00% | −30,769−46.0% | Reduced |
| Intrepid Capital Management Inc | 36,012 | $1.97M | 0.80% | −3,013−7.7% | Reduced |
| Caxton Associates LLP | 36,007 | $1.97M | 0.05% | −2,289−6.0% | Reduced |
| HSBC Holdings PLC | 35,729 | $1.96M | 0.00% | +7,441+26.3% | Added |