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 |
|---|---|---|---|---|---|
| Equitable Trust Co | 10,890 | $595.6K | 0.03% | +2,290+26.6% | Added |
| Banque Pictet & Cie SA | 10,776 | $589.3K | 0.01% | −722−6.3% | Reduced |
| Parallel Advisors, LLC | 10,359 | $566.5K | 0.01% | +3,508+51.2% | Added |
| Bayforest Capital Ltd | 10,072 | $550.8K | 0.24% | +4,650+85.8% | Added |
| Lynx Capital Group Ltd | 10,000 | $546.9K | 0.26% | +10,000 | New |
| Am Investment Strategies LLC | 10,000 | $546.0K | 0.13% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 9,970 | $545.3K | 0.01% | +511+5.4% | Added |
| Farther Finance Advisors, LLC | 9,932 | $543.2K | 0.01% | +338+3.5% | Added |
| Pacer Advisors, Inc. | 9,898 | $541.3K | 0.00% | −3,456−25.9% | Reduced |
| Simmons Bank | 9,872 | $539.9K | 0.04% | +902+10.1% | Added |
| Altfest L J & Co Inc | 9,606 | $525.4K | 0.06% | +9,606 | New |
| Vident Advisory, LLC | 9,552 | $522.4K | 0.01% | +1,181+14.1% | Added |
| Avantax Advisory Services, Inc. | 9,477 | $518.3K | 0.00% | +1,052+12.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,460 | $517.4K | 0.07% | +10+0.1% | Added |
| MorganRosel Wealth Management, LLC | 9,431 | $515.8K | 0.14% | −13,608−59.1% | Reduced |
| DnB Asset Management AS | 9,305 | $508.9K | 0.00% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 9,235 | $505.1K | 0.01% | +502+5.7% | Added |
| EntryPoint Capital, LLC | 9,181 | $502.1K | 0.25% | +3,758+69.3% | Added |
| Ethic Inc. | 8,977 | $500.5K | 0.01% | −6,279−41.2% | Reduced |
| Ci Investments Inc. | 9,054 | $495.0K | 0.00% | −151−1.6% | Reduced |
| Total Clarity Wealth Management, Inc. | 8,950 | $489.5K | 0.14% | +8,950 | New |
| Umb Bank N A | 8,864 | $484.8K | 0.01% | +330+3.9% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 8,698 | $475.7K | 0.08% | +7,458+601.5% | Added |
| Yelin Lapidot Holdings Management Ltd. | 8,652 | $473.2K | 0.09% | 00.0% | Unchanged |
| Scientech Research LLC | 8,405 | $459.7K | 0.11% | +8,405 | New |
| Monetary Management Group Inc | 8,300 | $453.9K | 0.11% | 00.0% | Unchanged |
| Headlands Technologies LLC | 8,257 | $451.6K | 0.05% | −1,725−17.3% | Reduced |
| Maryland State Retirement & Pension System | 8,158 | $446.2K | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 7,864 | $440.0K | 0.00% | 00.0% | Unchanged |
| Arnhold LLC | 8,000 | $437.5K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 7,875 | $431.0K | 0.00% | +6,456+455.0% | Added |
| Longfellow Investment Management Co LLC | 7,840 | $428.8K | 0.11% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 7,759 | $424.3K | 0.01% | +631+8.9% | Added |
| Meeder Advisory Services, Inc. | 7,703 | $421.3K | 0.02% | −264−3.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 7,580 | $414.6K | 0.00% | +224+3.0% | Added |
| Alteri Wealth LLC | 7,568 | $413.9K | 0.16% | +6+0.1% | Added |
| Crewe Advisors LLC | 7,546 | $412.7K | 0.06% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 7,500 | $410.2K | 0.00% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 7,498 | $410.1K | 0.01% | +1,300+21.0% | Added |
| Apexium Financial, LP | 7,363 | $402.7K | 0.02% | +100+1.4% | Added |
| ProShare Advisors LLC | 7,225 | $395.1K | 0.00% | +289+4.2% | Added |
| Readystate Asset Management LP | 7,030 | $384.5K | 0.02% | +7,030 | New |
| Net Worth Advisory Group | 7,002 | $382.9K | 0.08% | +388+5.9% | Added |
| Allianz SE | 6,919 | $378.4K | 0.01% | +6,919 | New |
| Forum Financial Management, LP | 6,863 | $375.3K | 0.01% | −765−10.0% | Reduced |
| Cooper Financial Group | 6,781 | $370.9K | 0.04% | +54+0.8% | Added |
| CIBC Asset Management Inc | 6,649 | $363.6K | 0.00% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 6,603 | $361.1K | 0.02% | +119+1.8% | Added |
| Dark Forest Capital Management LP | 6,485 | $354.7K | 0.01% | +6,485 | New |
| Belmont Capital, LLC | 6,405 | $350.3K | 0.05% | +2,542+65.8% | Added |
| Janney Montgomery Scott LLC | 6,325 | $346.0K | 0.00% | +1,403+28.5% | Added |
| Country Club Bank | 6,200 | $345.6K | 0.02% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 6,316 | $345.4K | 0.02% | −20.0% | Reduced |
| Mattson Financial Services, LLC | 6,272 | $343.0K | 0.09% | +6,272 | New |
| Everence Capital Management Inc | 6,260 | $342.0K | 0.02% | +6,260 | New |
| HB Wealth Management, LLC | 6,188 | $338.4K | 0.00% | +270+4.6% | Added |
| Advisory Services Network, LLC | 5,810 | $335.0K | 0.01% | +5,810 | New |
| Aspiriant, LLC | 6,104 | $333.8K | 0.01% | −31−0.5% | Reduced |
| Kingsview Wealth Management, LLC | 6,051 | $330.9K | 0.01% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 6,015 | $329.0K | 0.01% | +39+0.7% | Added |
| Merit Financial Group, LLC | 6,001 | $328.2K | 0.00% | +6,001 | New |
| Searle & Co. | 6,000 | $328.1K | 0.09% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 6,000 | $328.1K | 0.05% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 5,988 | $327.5K | 0.01% | −1,046−14.9% | Reduced |
| Wolverine Trading, LLC | 5,841 | $325.6K | 0.01% | −11,029−65.4% | Reduced |
| Greenleaf Trust | 5,944 | $325.1K | 0.00% | +96+1.6% | Added |
| PFG Investments, LLC | 5,914 | $323.4K | 0.02% | +21+0.4% | Added |
| Journey Strategic Wealth LLC | 5,880 | $321.6K | 0.01% | +5,880 | New |
| Whittier Trust Co of Nevada Inc | 5,858 | $320.3K | 0.01% | −7−0.1% | Reduced |
| Shelton Capital Management | 5,830 | $318.8K | 0.01% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 5,781 | $316.2K | 0.02% | +5,781 | New |
| Shell Asset Management Co | 5,768 | $315.0K | 0.01% | −1,000−14.8% | Reduced |
| Quent Capital, LLC | 5,747 | $314.3K | 0.03% | −44−0.8% | Reduced |
| Bayesian Capital Management, LP | 5,706 | $312.1K | 0.05% | −14,294−71.5% | Reduced |
| BFSG, LLC | 5,694 | $311.4K | 0.03% | +300+5.6% | Added |
| Pallas Capital Advisors LLC | 5,606 | $306.6K | 0.01% | +5,606 | New |
| Whitener Capital Management, Inc. | 5,545 | $303.3K | 0.08% | +50+0.9% | Added |
| Atria Investments LLC | 5,517 | $301.7K | 0.00% | +5,517 | New |
| Pure Financial Advisors, Inc. | 5,501 | $300.9K | 0.01% | +430+8.5% | Added |
| M.E. Allison & Co., Inc. | 5,400 | $295.3K | 0.24% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 5,373 | $294.0K | 0.00% | +1,233+29.8% | Added |
| MKT Advisors LLC | 5,275 | $293.1K | 0.12% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 5,318 | $290.8K | 0.00% | +5,318 | New |
| Punch & Associates Investment Management, Inc. | 5,275 | $288.5K | 0.02% | +5,275 | New |
| Infrastructure Capital Advisors, LLC | 5,193 | $284.0K | 0.03% | +5,193 | New |
| Insigneo Advisory Services, LLC | 5,111 | $279.5K | 0.02% | −37−0.7% | Reduced |
| Panagora Asset Management Inc | 5,066 | $277.1K | 0.00% | 00.0% | Unchanged |
| Vestor Capital, LLC | 2,322 | $277.0K | 0.03% | −2,324−50.0% | Reduced |
| Resources Investment Advisors, LLC. | 5,037 | $275.5K | 0.00% | −65−1.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,954 | $270.9K | 0.01% | −80−1.6% | Reduced |
| Signaturefd, LLC | 4,842 | $264.8K | 0.00% | +26+0.5% | Added |
| Ritholtz Wealth Management | 4,579 | $250.4K | 0.01% | +89+2.0% | Added |
| Atom Investors LP | 4,573 | $250.1K | 0.02% | +4,573 | New |
| Checchi Capital Advisers, LLC | 4,564 | $249.6K | 0.02% | −525−10.3% | Reduced |
| Paradigm Financial Partners, LLC | 4,480 | $245.0K | 0.03% | −250−5.3% | Reduced |
| Sage Capital Management, LLC | 4,442 | $242.9K | 0.12% | +35+0.8% | Added |
| Harbour Investments, Inc. | 4,426 | $242.1K | 0.01% | +2,144+94.0% | Added |
| Stephens Inc | 4,353 | $238.1K | 0.00% | −479−9.9% | Reduced |
| GTS Securities LLC | 4,323 | $236.4K | 0.01% | +4,323 | New |
| Sanders Morris Harris LLC | 4,200 | $229.7K | 0.05% | 00.0% | Unchanged |