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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.

Institutional holdersQ2 2025: 557 institutions
Q1 2021: 451 institutionsQ2 2021: 433 institutionsQ3 2021: 474 institutionsQ4 2021: 505 institutionsQ1 2022: 473 institutionsQ2 2022: 428 institutionsQ3 2022: 423 institutionsQ4 2022: 471 institutionsQ1 2023: 464 institutionsQ2 2023: 429 institutionsQ3 2023: 439 institutionsQ4 2023: 475 institutionsQ1 2024: 480 institutionsQ2 2024: 493 institutionsQ3 2024: 534 institutionsQ4 2024: 584 institutionsQ1 2025: 564 institutionsQ2 2025: 557 institutionsQ3 2025: 570 institutionsQ4 2025: 597 institutionsQ1 2026: 561 institutionsQ2 2026: 590 institutions
Value heldQ2 2025: $7.89B
Q1 2021: $5.16BQ2 2021: $5.85BQ3 2021: $6.34BQ4 2021: $6.48BQ1 2022: $5.46BQ2 2022: $4.35BQ3 2022: $4.51BQ4 2022: $5.20BQ1 2023: $4.69BQ2 2023: $4.50BQ3 2023: $4.80BQ4 2023: $5.22BQ1 2024: $5.74BQ2 2024: $6.76BQ3 2024: $8.94BQ4 2024: $12.0BQ1 2025: $7.64BQ2 2025: $7.89BQ3 2025: $9.44BQ4 2025: $9.16BQ1 2026: $5.89BQ2 2026: $6.83B
Institutions holding JEF and their total value by quarter
QuarterHoldersValue
Q2 2026590$6.83B
Q1 2026561$5.89B
Q4 2025597$9.16B
Q3 2025570$9.44B
Q2 2025557$7.89B
Q1 2025564$7.64B
Q4 2024584$12.0B
Q3 2024534$8.94B
Q2 2024493$6.76B
Q1 2024480$5.74B
Q4 2023475$5.22B
Q3 2023439$4.80B
Q2 2023429$4.50B
Q1 2023464$4.69B
Q4 2022471$5.20B
Q3 2022423$4.51B
Q2 2022428$4.35B
Q1 2022473$5.46B
Q4 2021505$6.48B
Q3 2021474$6.34B
Q2 2021433$5.85B
Q1 2021451$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.

Institutions holding JEF in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Farmers & Merchants Investments Inc136$7.44K0.00%+14+11.5%Added
Total Investment Management Inc133$7.27K0.00%+133New
Fuller & Thaler Asset Management, Inc.132$7.22K0.00%00.0%Unchanged
Bell Investment Advisors, Inc123$6.73K0.00%+12+10.8%Added
Stephens Consulting, LLC114$6.24K0.00%−17−13.0%Reduced
Brown Brothers Harriman & Co106$5.80K0.00%+37+53.6%Added
Bruce G. Allen Investments, LLC103$5.63K0.00%00.0%Unchanged
Ameritas Advisory Services, LLC100$5.47K0.00%+100New
Cedar Wealth Management, LLC88$4.82K0.00%+88New
Bare Financial Services, Inc86$4.70K0.00%+56+186.7%Added
True Wealth Design, LLC81$4.43K0.00%+68+523.1%Added
Twin Peaks Wealth Advisors, LLC72$4.41K0.00%+72New
Cornerstone Planning Group LLC73$4.23K0.00%−25−25.5%Reduced
Manchester Capital Management LLC74$4.05K0.00%00.0%Unchanged
Olistico Wealth, LLC71$3.88K0.00%+71New
WealthCollab, LLC57$3.12K0.00%00.0%Unchanged
South State Corp.57$3.12K0.00%+7+14.0%Added
Webster Bank, N. A.55$3.01K0.00%+55New
Walleye Capital LLC54$2.95K0.00%−742−93.2%Reduced
Private Wealth Management Group, LLC48$2.63K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.40$2.19K0.00%−4−9.1%Reduced
Hughes Financial Services, LLC36$2.08K0.00%+18+100.0%Added
Hollencrest Capital Management38$2.08K0.00%00.0%Unchanged
ORG Partners LLC35$1.94K0.00%−300−89.6%Reduced
Sachetta, LLC35$1.92K0.00%00.0%Unchanged
Whipplewood Advisors, LLC33$1.80K0.00%−155−82.4%Reduced
Caitong International Asset Management Co., Ltd31$1.70K0.00%−2,919−98.9%Reduced
Cromwell Holdings LLC28$1.53K0.00%+14+100.0%Added
SJS Investment Consulting Inc.21$1.15K0.00%−20−48.8%Reduced
Rialto Wealth Management, LLC21$1.15K0.00%+4+23.5%Added
N.E.W. Advisory Services LLC20$1.09K0.00%−20−50.0%Reduced
Colonial Trust Advisors20$1.09K0.00%00.0%Unchanged
SBI Securities Co., Ltd.19$1.04K0.00%+1+5.6%Added
Smallwood Wealth Investment Management, LLC19$1.04K0.00%+19New
Avion Wealth30$1.00K0.00%+26+650.0%Added
Financial Network Wealth Advisors LLC16$8750.00%00.0%Unchanged
Prestige Wealth Management Group LLC15$8210.00%00.0%Unchanged
DecisionPoint Financial, LLC12$6670.00%+12New
Financial Management Professionals, Inc.12$6560.00%00.0%Unchanged
Mount Yale Investment Advisors, LLC12$6560.00%+12New
CVA Family Office, LLC12$6560.00%+12New
Arlington Trust Co LLC11$6020.00%+11New
American Capital Advisory, LLC10$5470.00%+10New
Kilter Group LLC10$5470.00%+10New
TD Waterhouse Canada Inc.9$5000.00%−200−95.7%Reduced
HFM Investment Advisors, LLC8$4380.00%+5+166.7%Added
Bay Harbor Wealth Management, LLC7$3820.00%−1−12.5%Reduced
Principia Wealth Advisory, LLC6$3280.00%00.0%Unchanged
Wolff Wiese Magana LLC5$2740.00%00.0%Unchanged
Quaker Wealth Management, LLC5$2740.00%+5New
Tortoise Investment Management, LLC4$2190.00%+4New
MV Capital Management, Inc.2$1100.00%−3−60.0%Reduced
ROSS\JOHNSON & Associates LLC2$1090.00%00.0%Unchanged
AdvisorNet Financial, Inc1$550.00%−17−94.4%Reduced
Rakuten Securities, Inc.1$550.00%00.0%Unchanged
Capital Advisors, Ltd. LLC2$00.00%00.0%Unchanged
FNY Investment Advisers, LLC13$00.00%+13New
Zurich Insurance Group Ltd0$00.00%−424,434−100.0%Sold out
Spears Abacus Advisors LLC0$00.00%−380,243−100.0%Sold out
Eisler Capital Management Ltd.0$00.00%−306,250−100.0%Sold out
Tran Capital Management, L.P.0$00.00%−276,532−100.0%Sold out
Ossiam0$00.00%−254,044−100.0%Sold out
Kames Capital plc0$00.00%−202,299−100.0%Sold out
Corebridge Financial, Inc.0$00.00%−180,457−100.0%Sold out
Bridgewater Associates, LP0$00.00%−120,103−100.0%Sold out
Boston Common Asset Management, LLC0$00.00%−107,399−100.0%Sold out
Jump Financial, LLC0$00.00%−102,100−100.0%Sold out
Lord, Abbett & Co. LLC0$00.00%−77,805−100.0%Sold out
Abn Amro Investment Solutions0$00.00%−60,422−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−58,588−100.0%Sold out
Covenant Asset Management, LLC0$00.00%−54,374−100.0%Sold out
Marex Group plc0$00.00%−51,968−100.0%Sold out
PGGM Investments0$00.00%−48,676−100.0%Sold out
Richard Bernstein Advisors LLC0$00.00%−46,051−100.0%Sold out
U.S. Capital Wealth Advisors, LLC0$00.00%−45,062−100.0%Sold out
FORA Capital, LLC0$00.00%−44,721−100.0%Sold out
Qsemble Capital Management, LP0$00.00%−44,661−100.0%Sold out
Empowered Funds, LLC0$00.00%−41,430−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−38,042−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−36,965−100.0%Sold out
Bank of Nova Scotia0$00.00%−30,888−100.0%Sold out
FJ Capital Management LLC0$00.00%−30,148−100.0%Sold out
Epacria Capital Partners, LLC0$00.00%−27,381−100.0%Sold out
XTX Topco Ltd0$00.00%−21,145−100.0%Sold out
Bridgeway Capital Management, LLC0$00.00%−20,000−100.0%Sold out
Highland Capital Management, LLC0$00.00%−19,015−100.0%Sold out
Elo Mutual Pension Insurance Co0$00.00%−18,569−100.0%Sold out
Virginia Retirement Systems Et Al0$00.00%−18,100−100.0%Sold out
Maxi Investments CY Ltd0$00.00%−17,200−100.0%Sold out
Custom Index Systems, LLC0$00.00%−17,077−100.0%Sold out
Fulton Bank, N.A.0$00.00%−15,414−100.0%Sold out
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main0$00.00%−14,643−100.0%Sold out
Pinebridge Investments, L.P.0$00.00%−13,928−100.0%Sold out
Encompass More Asset Management0$00.00%−11,886−100.0%Sold out
Entropy Technologies, LP0$00.00%−11,380−100.0%Sold out
Arrowpoint Investment Partners (Singapore) Pte. Ltd.0$00.00%−10,700−100.0%Sold out
United Services Automobile Association0$00.00%−10,338−100.0%Sold out
Canada Pension Plan Investment Board0$00.00%−9,600−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−9,513−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−9,468−100.0%Sold out