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 |
|---|---|---|---|---|---|
| Engineers Gate Manager LP | 4,071 | $222.6K | 0.00% | −16,916−80.6% | Reduced |
| Vise Technologies, Inc. | 4,039 | $220.9K | 0.01% | +4,039 | New |
| Prospera Financial Services Inc | 4,017 | $219.8K | 0.00% | −246−5.8% | Reduced |
| Moody Aldrich Partners LLC | 4,008 | $219.2K | 0.04% | −66−1.6% | Reduced |
| Swiss Life Asset Management Ltd | 3,992 | $218.3K | 0.00% | +3,992 | New |
| Pitcairn Co | 3,948 | $215.9K | 0.01% | −732−15.6% | Reduced |
| Creekside Partners | 3,910 | $213.8K | 0.10% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 3,901 | $213.3K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 3,756 | $205.4K | 0.00% | +15+0.4% | Added |
| Blankinship & Foster, LLC | 3,741 | $204.6K | 0.05% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 3,707 | $202.7K | 0.01% | +3,707 | New |
| United Capital Financial Advisers, LLC | 3,662 | $200.3K | 0.00% | +3,662 | New |
| Covestor Ltd | 3,471 | $190.0K | 0.11% | +3,263+1,568.8% | Added |
| Hamilton Capital Partners Inc. | 3,473 | $189.9K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 3,463 | $189.0K | 0.02% | +25+0.7% | Added |
| VSM Wealth Advisory, LLC | 3,420 | $187.0K | 0.06% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,331 | $182.2K | 0.00% | +309+10.2% | Added |
| Macquarie Group Ltd | 3,311 | $181.1K | 0.00% | +1,883+131.9% | Added |
| Ronald Blue Trust, Inc. | 3,271 | $178.9K | 0.00% | +429+15.1% | Added |
| Aster Capital Management (DIFC) Ltd | 3,216 | $175.9K | 0.04% | +2,734+567.2% | Added |
| Newbridge Financial Services Group, Inc. | 2,900 | $158.6K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,898 | $158.5K | 0.00% | +25+0.9% | Added |
| Creative Financial Designs Inc | 2,862 | $156.5K | 0.01% | +580+25.4% | Added |
| Danske Bank A/S | 2,692 | $147.2K | 0.00% | −9,850−78.5% | Reduced |
| Assetmark, Inc | 2,626 | $143.6K | 0.00% | +105+4.2% | Added |
| Old Point Trust & Financial Services N A | 2,592 | $141.8K | 0.05% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,581 | $141.2K | 0.00% | +2,581 | New |
| Colonial Trust Co | 2,578 | $141.0K | 0.02% | 00.0% | Unchanged |
| Quest Partners LLC | 2,530 | $138.4K | 0.01% | −4,511−64.1% | Reduced |
| HM Payson & Co | 2,500 | $136.7K | 0.00% | +100+4.2% | Added |
| Gitterman Wealth Management, LLC | 2,490 | $136.2K | 0.03% | +2,490 | New |
| Skopos Labs, Inc. | 2,377 | $130.0K | 0.02% | +1,941+445.2% | Added |
| Private Wealth Asset Management, LLC | 2,040 | $111.6K | 0.01% | −14−0.7% | Reduced |
| Lazard Asset Management LLC | 1,976 | $107.0K | 0.00% | −20,531−91.2% | Reduced |
| Allworth Financial LP | 1,942 | $106.2K | 0.00% | +311+19.1% | Added |
| Ridgewood Investments LLC | 1,900 | $103.9K | 0.04% | −300−13.6% | Reduced |
| Leonteq Securities AG | 1,899 | $103.9K | 0.01% | +1,899 | New |
| GAMMA Investing LLC | 1,875 | $102.5K | 0.01% | +724+62.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 1,872 | $102.0K | 0.00% | +418+28.7% | Added |
| Spire Wealth Management | 1,825 | $99.8K | 0.00% | −45−2.4% | Reduced |
| Glen Eagle Advisors, LLC | 1,722 | $94.2K | 0.01% | +2+0.1% | Added |
| Sierra Ocean, LLC | 1,598 | $87.4K | 0.06% | −250−13.5% | Reduced |
| Nomura Asset Management Co Ltd | 1,520 | $83.1K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,513 | $82.7K | 0.01% | +565+59.6% | Added |
| TD Private Client Wealth LLC | 1,496 | $81.8K | 0.00% | +4+0.3% | Added |
| Geneos Wealth Management Inc. | 1,390 | $76.0K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,348 | $74.0K | 0.00% | +1,348 | New |
| Massmutual Trust Co FSB | 1,340 | $73.3K | 0.00% | −185−12.1% | Reduced |
| Albion Financial Group | 1,260 | $68.9K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,232 | $67.4K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,228 | $67.2K | 0.00% | −11−0.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,009 | $55.2K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 993 | $54.0K | 0.00% | +966+3,577.8% | Added |
| SRS Capital Advisors, Inc. | 978 | $53.5K | 0.00% | +115+13.3% | Added |
| Smartleaf Asset Management LLC | 942 | $52.5K | 0.00% | +13+1.4% | Added |
| Bessemer Group Inc | 912 | $50.0K | 0.00% | +299+48.8% | Added |
| Quarry LP | 898 | $49.1K | 0.01% | +898 | New |
| Simplex Trading, LLC | 910 | $49.0K | 0.00% | −6,485−87.7% | Reduced |
| EverSource Wealth Advisors, LLC | 892 | $48.8K | 0.00% | +548+159.3% | Added |
| High Note Wealth, LLC | 772 | $42.2K | 0.01% | −40−4.9% | Reduced |
| Eastern Bank | 679 | $37.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 616 | $36.6K | 0.00% | −771−55.6% | Reduced |
| Jones Financial Companies LLLP | 656 | $36.6K | 0.00% | +50+8.3% | Added |
| Essential Partners LLC | 652 | $35.7K | 0.01% | +652 | New |
| Private Trust Co NA | 589 | $32.2K | 0.00% | −40−6.4% | Reduced |
| Alerus Financial NA | 578 | $31.6K | 0.00% | +578 | New |
| Rothschild Investment LLC | 550 | $30.1K | 0.00% | +24+4.6% | Added |
| Principal Securities, Inc. | 524 | $28.6K | 0.00% | −51−8.9% | Reduced |
| MAI Capital Management | 516 | $28.2K | 0.00% | +285+123.4% | Added |
| Riggs Asset Managment Co. Inc. | 508 | $27.8K | 0.01% | −101,377−99.5% | Reduced |
| Optiver Holding B.V. | 472 | $25.8K | 0.00% | +6+1.3% | Added |
| Parkside Financial Bank & Trust | 461 | $25.2K | 0.00% | +11+2.4% | Added |
| First Horizon Advisors, Inc. | 435 | $23.8K | 0.00% | −9−2.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 433 | $23.7K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 431 | $23.6K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 425 | $23.2K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 421 | $23.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 395 | $21.6K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 363 | $19.8K | 0.01% | +3+0.8% | Added |
| Deseret Mutual Benefit Administrators | 362 | $19.8K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 360 | $19.7K | 0.00% | +360 | New |
| Peregrine Capital Management LLC | 340 | $18.6K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 337 | $18.4K | 0.00% | +337 | New |
| GHP Investment Advisors, Inc. | 320 | $17.5K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 307 | $16.8K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 300 | $16.4K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 290 | $15.9K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 250 | $13.7K | 0.00% | +29+13.1% | Added |
| North Star Investment Management Corp. | 240 | $13.1K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 238 | $13.0K | 0.00% | −88−27.0% | Reduced |
| New England Capital Financial Advisors LLC | 202 | $11.0K | 0.01% | +202 | New |
| TSFG, LLC | 205 | $11.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 201 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 198 | $10.8K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 190 | $10.4K | 0.00% | +47+32.9% | Added |
| JFS Wealth Advisors, LLC | 184 | $10.1K | 0.00% | −14−7.1% | Reduced |
| LRI Investments, LLC | 181 | $9.90K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 174 | $9.52K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 169 | $9.24K | 0.00% | +21+14.2% | Added |
| Fortitude Family Office, LLC | 158 | $8.64K | 0.00% | +158 | New |