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 |
|---|---|---|---|---|---|
| Brinker Capital Investments, LLC | 35,891 | $1.96M | 0.02% | −2,983−7.7% | Reduced |
| Advisory Research Inc | 35,660 | $1.95M | 0.30% | +35,660 | New |
| SG Americas Securities, LLC | 35,300 | $1.93M | 0.01% | +21,667+158.9% | Added |
| M&T Bank Corp | 34,105 | $1.87M | 0.01% | −3,326−8.9% | Reduced |
| Oregon Public Employees Retirement Fund | 33,387 | $1.83M | 0.03% | +400+1.2% | Added |
| Natixis Advisors, L.P. | 33,174 | $1.81M | 0.00% | −7,630−18.7% | Reduced |
| New Mexico Educational Retirement Board | 33,119 | $1.81M | 0.06% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 31,870 | $1.80M | 0.38% | −2,095−6.2% | Reduced |
| Radnor Capital Management, LLC | 32,820 | $1.79M | 0.29% | +2,610+8.6% | Added |
| KLP Kapitalforvaltning AS | 31,700 | $1.73M | 0.01% | +500+1.6% | Added |
| MBM Wealth Consultants, LLC | 31,099 | $1.70M | 0.46% | +3,472+12.6% | Added |
| Teacher Retirement System of Texas | 30,882 | $1.69M | 0.01% | +1,340+4.5% | Added |
| Mercer Global Advisors Inc | 30,836 | $1.69M | 0.00% | +3,990+14.9% | Added |
| O'Shaughnessy Asset Management, LLC | 30,656 | $1.68M | 0.01% | −1,242−3.9% | Reduced |
| Modera Wealth Management, LLC | 30,277 | $1.66M | 0.02% | −47−0.2% | Reduced |
| Intrinsic Value Partners, LLC | 29,873 | $1.63M | 1.45% | −61−0.2% | Reduced |
| Cetera Investment Advisers | 29,650 | $1.62M | 0.00% | −323−1.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 29,540 | $1.62M | 0.04% | −222,655−88.3% | Reduced |
| Voya Investment Management LLC | 29,368 | $1.61M | 0.00% | −26,754−47.7% | Reduced |
| US Bancorp | 29,345 | $1.60M | 0.00% | +3,861+15.2% | Added |
| Pathstone Holdings, LLC | 29,214 | $1.60M | 0.01% | +3,599+14.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 29,068 | $1.59M | 0.00% | −10,205−26.0% | Reduced |
| Wellington Shields Capital Management, LLC | 28,900 | $1.58M | 0.27% | +900+3.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 28,488 | $1.56M | 0.00% | −1,776−5.9% | Reduced |
| Farringdon Capital, Ltd. | 28,439 | $1.56M | 0.52% | +21,469+308.0% | Added |
| Connective Capital Management, LLC | 28,154 | $1.54M | 1.44% | +28,154 | New |
| B. Metzler seel. Sohn & Co. AG | 27,913 | $1.53M | 0.01% | +27,913 | New |
| Utah Retirement Systems | 27,570 | $1.51M | 0.02% | −1,214−4.2% | Reduced |
| Evelyn Partners Investment Management LLP | 26,988 | $1.48M | 0.05% | −11,900−30.6% | Reduced |
| Congress Wealth Management LLC | 26,582 | $1.45M | 0.01% | +18,236+218.5% | Added |
| Neuberger Berman Group LLC | 26,404 | $1.44M | 0.00% | +3,885+17.3% | Added |
| Illinois Municipal Retirement Fund | 26,079 | $1.43M | 0.02% | −2,702−9.4% | Reduced |
| GWM Advisors LLC | 25,970 | $1.42M | 0.01% | +2,751+11.8% | Added |
| MML Investors Services, LLC | 25,698 | $1.41M | 0.00% | +7,889+44.3% | Added |
| Verition Fund Management LLC | 25,372 | $1.39M | 0.01% | −183,263−87.8% | Reduced |
| Prescott Group Capital Management, L.L.C. | 25,000 | $1.37M | 0.16% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 24,941 | $1.36M | 0.01% | −588−2.3% | Reduced |
| Redwood Investment Management, LLC | 24,782 | $1.35M | 0.14% | −100.0% | Reduced |
| Parsons Capital Management Inc | 24,743 | $1.35M | 0.08% | 00.0% | Unchanged |
| Mariner, LLC | 24,654 | $1.35M | 0.00% | +10,965+80.1% | Added |
| Cresset Asset Management, LLC | 24,605 | $1.35M | 0.01% | −26,913−52.2% | Reduced |
| Lecap Asset Management Ltd | 24,584 | $1.34M | 0.48% | +24,584 | New |
| Centennial Bank | 24,534 | $1.34M | 0.56% | −401−1.6% | Reduced |
| JustInvest LLC | 24,274 | $1.33M | 0.01% | +2,686+12.4% | Added |
| QRG Capital Management, Inc. | 23,979 | $1.31M | 0.01% | +881+3.8% | Added |
| Quantbot Technologies LP | 23,358 | $1.28M | 0.03% | +23,358 | New |
| Mackenzie Financial Corp | 23,091 | $1.26M | 0.00% | −2,910−11.2% | Reduced |
| Tiaa Trust, National Association | 22,995 | $1.26M | 0.00% | −1,134−4.7% | Reduced |
| Pictet Asset Management Holding SA | 22,390 | $1.22M | 0.00% | +188+0.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 22,283 | $1.22M | 0.05% | −4,697−17.4% | Reduced |
| Summit Financial, LLC | 22,165 | $1.21M | 0.03% | +386+1.8% | Added |
| VestGen Advisors, LLC | 22,068 | $1.21M | 0.05% | −5,826−20.9% | Reduced |
| Storebrand Asset Management AS | 21,670 | $1.19M | 0.00% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 21,416 | $1.17M | 0.38% | +21,416 | New |
| Gotham Asset Management, LLC | 21,410 | $1.17M | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 21,238 | $1.16M | 0.01% | −2,551−10.7% | Reduced |
| Bank of Montreal | 20,889 | $1.14M | 0.00% | −2,020−8.8% | Reduced |
| Secure Asset Management, LLC | 20,781 | $1.14M | 0.21% | +7,780+59.8% | Added |
| Shelton Wealth Management, LLC | 20,306 | $1.11M | 0.56% | +5,667+38.7% | Added |
| Bard Financial Services, Inc. | 20,175 | $1.10M | 0.13% | −500−2.4% | Reduced |
| Gsa Capital Partners LLP | 20,091 | $1.10M | 0.08% | +20,091 | New |
| Wiley Bros.-Aintree Capital, LLC | 19,931 | $1.09M | 0.01% | +2,632+15.2% | Added |
| NorthCrest Asset Manangement, LLC | 18,342 | $1.04M | 0.03% | +466+2.6% | Added |
| Aigen Investment Management, LP | 18,744 | $1.03M | 0.14% | −2,877−13.3% | Reduced |
| AMG National Trust Bank | 18,665 | $1.02M | 0.03% | +16+0.1% | Added |
| Citadel Investment Advisory, Inc. | 18,420 | $1.01M | 0.49% | +3,135+20.5% | Added |
| State of Alaska, Department of Revenue | 18,329 | $1.00M | 0.01% | −750−3.9% | Reduced |
| Sanctuary Advisors, LLC | 18,111 | $990.5K | 0.01% | −440−2.4% | Reduced |
| Ieq Capital, LLC | 17,565 | $960.7K | 0.01% | +3,865+28.2% | Added |
| Toroso Investments, LLC | 17,412 | $952.3K | 0.01% | +3,565+25.7% | Added |
| Blair William & Co | 16,960 | $927.5K | 0.00% | −81−0.5% | Reduced |
| Public Employees Retirement Association of Colorado | 16,928 | $926.0K | 0.00% | −106−0.6% | Reduced |
| Ofi Invest Asset Management | 18,987 | $884.6K | 0.02% | +2,501+15.2% | Added |
| IMC-Chicago, LLC | 15,638 | $855.2K | 0.02% | +15,638 | New |
| Quadrant Capital Group LLC | 15,605 | $853.4K | 0.03% | +573+3.8% | Added |
| Redmont Wealth Advisors LLC | 15,241 | $833.5K | 1.22% | +5,342+54.0% | Added |
| Joel Isaacson & Co., LLC | 15,025 | $821.7K | 0.03% | 00.0% | Unchanged |
| Harbor Advisors LLC | 15,000 | $820.4K | 0.13% | 00.0% | Unchanged |
| Thoma Capital Management LLC | 14,690 | $803.4K | 0.51% | +866+6.3% | Added |
| King Luther Capital Management Corp | 14,671 | $802.4K | 0.00% | −245−1.6% | Reduced |
| Jefferies Financial Group Inc. | 14,475 | $791.6K | 0.01% | +342+2.4% | Added |
| Catalyst Financial Partners LLC | 14,350 | $784.8K | 0.09% | +206+1.5% | Added |
| Ancora Advisors, LLC | 14,175 | $775.2K | 0.02% | −500−3.4% | Reduced |
| Oak Thistle LLC | 13,881 | $759.2K | 0.11% | +13,881 | New |
| Point72 (DIFC) Ltd | 13,400 | $732.8K | 0.06% | +6,645+98.4% | Added |
| Coldstream Capital Management Inc | 13,319 | $728.4K | 0.01% | −204−1.5% | Reduced |
| Evercore Wealth Management, LLC | 13,108 | $716.9K | 0.01% | +1,145+9.6% | Added |
| KWMG, LLC | 12,956 | $708.6K | 0.07% | −1,183−8.4% | Reduced |
| Silvercrest Asset Management Group LLC | 12,875 | $704.1K | 0.00% | −100−0.8% | Reduced |
| Roberts Capital Advisors, LLC | 12,594 | $688.8K | 0.51% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 12,473 | $682.1K | 0.01% | +61+0.5% | Added |
| Securian Asset Management, Inc | 12,372 | $676.6K | 0.02% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 12,345 | $675.1K | 0.01% | −27,644−69.1% | Reduced |
| Carmel Capital Partners, LLC | 12,233 | $669.0K | 0.23% | −7,165−36.9% | Reduced |
| Twinbeech Capital LP | 12,035 | $658.2K | 0.01% | −7,892−39.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 11,849 | $648.0K | 0.02% | −52,205−81.5% | Reduced |
| Tower Research Capital LLC (TRC) | 11,648 | $637.0K | 0.02% | +3,334+40.1% | Added |
| Sylvest Advisors, LLC | 11,394 | $623.1K | 0.36% | +476+4.4% | Added |
| Connable Office Inc | 11,200 | $612.5K | 0.06% | 00.0% | Unchanged |
| Chou Associates Management Inc.SuperinvestorChou Associates | 10,987 | $600.9K | 0.33% | 00.0% | Unchanged |