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, Q3 2025
Institutional positions in Jefferies Financial Group Inc. as of Sep 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
- 570
- +18 vs. Q2 2025
- Shares held
- 144.7M
- +2.58M (+1.8%) vs. Q2 2025
- Total value
- $9.44B
- +$1.66B (+21.3%) vs. Q2 2025
- New holders
- 80
- 184 more added
- Sold out
- 62
- 197 more reduced
5 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Jefferies Financial Group Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 15,545,819 | $1.02B | 0.02% | +149,693+1.0% | Added |
| Vanguard Group Inc | 14,875,379 | $973.1M | 0.01% | −77,399−0.5% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 9,247,081 | $604.9M | 10.61% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 7,353,399 | $466.9M | 0.75% | +363,219+5.2% | Added |
| Alliancebernstein L.P. | 5,775,465 | $377.8M | 0.12% | −919,378−13.7% | Reduced |
| JPMorgan Chase & Co | 4,986,012 | $326.2M | 0.02% | +487,858+10.8% | Added |
| State Street Corp | 4,827,277 | $315.8M | 0.01% | −9,870−0.2% | Reduced |
| Massachusetts Mutual Life Insurance Co | 4,655,231 | $304.5M | 14.03% | 00.0% | Unchanged |
| Eminence Capital, LP | 3,358,561 | $219.7M | 3.23% | +1,896,547+129.7% | Added |
| Geode Capital Management, LLC | 2,918,383 | $191.0M | 0.01% | +52,631+1.8% | Added |
| Morgan Stanley | 2,782,183 | $182.0M | 0.01% | −98,112−3.4% | Reduced |
| First Pacific Advisors, LP | 2,580,283 | $168.8M | 2.33% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 2,578,420 | $168.7M | 0.04% | −354,322−12.1% | Reduced |
| Artemis Investment Management LLP | 2,379,579 | $155.7M | 1.94% | +1,087,393+84.2% | Added |
| Fisher Asset Management, LLC | 2,115,548 | $138.4M | 0.05% | +32,708+1.6% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,994,922 | $130.5M | 0.42% | +1,694+0.1% | Added |
| Goldman Sachs Group Inc | 1,827,001 | $119.5M | 0.02% | +297,612+19.5% | Added |
| Bank of America Corp | 1,777,169 | $116.3M | 0.01% | +88,384+5.2% | Added |
| Bank of New York Mellon Corp | 1,570,296 | $102.7M | 0.02% | −17,727−1.1% | Reduced |
| Millennium Management LLC | 1,532,099 | $100.2M | 0.08% | +824,731+116.6% | Added |
| Barclays PLC | 1,528,999 | $100.0M | 0.04% | −144,725−8.6% | Reduced |
| FMR LLC | 1,498,890 | $98.1M | 0.01% | +782,987+109.4% | Added |
| Federated Hermes, Inc. | 1,481,993 | $97.0M | 0.17% | +532,923+56.2% | Added |
| Principal Financial Group Inc | 1,475,299 | $96.5M | 0.05% | −98,558−6.3% | Reduced |
| Northern Trust Corp | 1,459,321 | $95.5M | 0.01% | −2,176−0.1% | Reduced |
| Two Sigma Investments, LP | 1,452,842 | $95.0M | 0.15% | −14,444−1.0% | Reduced |
| Two Sigma Advisers, LP | 1,294,700 | $84.7M | 0.17% | +221,200+20.6% | Added |
| Beck Mack & Oliver LLC | 1,267,280 | $82.9M | 1.51% | −16,074−1.3% | Reduced |
| Charles Schwab Investment Management Inc | 1,150,374 | $75.3M | 0.01% | +16,593+1.5% | Added |
| UBS Group AG | 1,061,708 | $69.5M | 0.01% | +643,754+154.0% | Added |
| Nuveen, LLC | 947,478 | $62.0M | 0.02% | −43,631−4.4% | Reduced |
| Balyasny Asset Management LLC | 888,540 | $58.1M | 0.12% | +166,437+23.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 798,000 | $52.2M | 0.56% | 00.0% | Unchanged |
| Marshall Wace, LLP | 786,956 | $51.5M | 0.06% | +142,958+22.2% | Added |
| Alyeska Investment Group, L.P. | 760,977 | $49.8M | 0.15% | +760,977 | New |
| NewEdge Wealth, LLC | 909,803 | $49.1M | 0.70% | +128,255+16.4% | Added |
| Moerus Capital Management LLC | 679,843 | $44.5M | 18.08% | +13,989+2.1% | Added |
| Private Management Group Inc | 662,894 | $43.4M | 1.29% | −9,094−1.4% | Reduced |
| Victory Capital Management Inc | 651,216 | $42.6M | 0.03% | +462,546+245.2% | Added |
| Deutsche Bank AG | 629,776 | $41.2M | 0.01% | +228,752+57.0% | Added |
| Qube Research & Technologies Ltd | 607,919 | $39.8M | 0.06% | −730,547−54.6% | Reduced |
| SEI Investments Co | 574,119 | $37.6M | 0.04% | +76,894+15.5% | Added |
| Mraz, Amerine & Associates, Inc. | 568,716 | $37.2M | 5.80% | −2,611−0.5% | Reduced |
| Miller Howard Investments Inc | 522,294 | $34.2M | 1.04% | +1,254+0.2% | Added |
| Bamco Inc | 519,528 | $34.0M | 0.09% | 00.0% | Unchanged |
| Invesco Ltd. | 498,311 | $32.6M | 0.01% | −1,063,544−68.1% | Reduced |
| Hosking Partners LLP | 488,145 | $31.9M | 1.16% | −3,484−0.7% | Reduced |
| Retirement Systems of Alabama | 471,598 | $30.9M | 0.10% | −26,549−5.3% | Reduced |
| GoodHaven Capital Management, LLC | 441,987 | $28.9M | 9.31% | −300−0.1% | Reduced |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 433,558 | $28.4M | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 428,246 | $28.0M | 0.02% | +17,807+4.3% | Added |
| Rhumbline Advisers | 426,770 | $27.9M | 0.02% | −4,481−1.0% | Reduced |
| Private Capital Management, LLC | 418,639 | $27.4M | 2.53% | −3,030−0.7% | Reduced |
| Loomis Sayles & Co L P | 401,696 | $26.3M | 0.03% | +85,159+26.9% | Added |
| UBS Asset Management Americas Inc | 399,658 | $26.1M | 0.01% | −187,927−32.0% | Reduced |
| Ameriprise Financial Inc | 385,040 | $25.2M | 0.01% | +37,269+10.7% | Added |
| First Trust Advisors LP | 368,474 | $24.1M | 0.02% | −31,349−7.8% | Reduced |
| Wells Fargo & Company | 364,934 | $23.9M | 0.00% | −23,198−6.0% | Reduced |
| LPL Financial LLC | 359,803 | $23.5M | 0.01% | +2,455+0.7% | Added |
| HRT Financial LP | 343,068 | $22.4M | 0.08% | +221,914+183.2% | Added |
| Robotti Robert | 332,691 | $21.8M | 3.78% | −8,963−2.6% | Reduced |
| Ensign Peak Advisors, Inc | 332,349 | $21.7M | 0.04% | +287,960+648.7% | Added |
| Captrust Financial Advisors | 330,581 | $21.6M | 0.04% | −26,959−7.5% | Reduced |
| Russell Investments Group, Ltd. | 328,909 | $21.5M | 0.02% | +104,847+46.8% | Added |
| Freestone Grove Partners LP | 321,604 | $21.0M | 0.16% | −321,245−50.0% | Reduced |
| Legal & General Group Plc | 320,523 | $21.0M | 0.00% | −21,458−6.3% | Reduced |
| Trexquant Investment LP | 305,790 | $20.0M | 0.21% | +191,542+167.7% | Added |
| Swiss National Bank | 299,900 | $19.6M | 0.01% | +4,300+1.5% | Added |
| California Public Employees Retirement System | 294,445 | $19.3M | 0.01% | −16,063−5.2% | Reduced |
| Burgundy Asset Management Ltd. | 294,896 | $19.1M | 0.18% | −5,062−1.7% | Reduced |
| Citadel Advisors LLC | 288,987 | $18.9M | 0.02% | −288,404−49.9% | Reduced |
| Raymond James Financial Inc | 267,395 | $17.5M | 0.01% | −26,224−8.9% | Reduced |
| Quantinno Capital Management LP | 251,886 | $16.5M | 0.04% | +56,440+28.9% | Added |
| Envestnet Asset Management Inc | 246,285 | $16.1M | 0.00% | +13,035+5.6% | Added |
| Royal Bank of Canada | 242,300 | $15.9M | 0.00% | −47,999−16.5% | Reduced |
| Franklin Resources Inc | 240,461 | $15.7M | 0.00% | −19,070−7.3% | Reduced |
| Wealth High Governance Capital Ltda | 240,000 | $15.7M | 4.51% | +116,000+93.5% | Added |
| STRS Ohio | 238,161 | $15.6M | 0.06% | −160,943−40.3% | Reduced |
| Citigroup Inc | 226,770 | $14.8M | 0.01% | +167,817+284.7% | Added |
| Cerity Partners LLC | 217,535 | $14.2M | 0.02% | −13,973−6.0% | Reduced |
| Cubist Systematic Strategies, LLC | 212,789 | $13.9M | 0.20% | +173,768+445.3% | Added |
| American Century Companies Inc | 209,529 | $13.7M | 0.01% | +124,352+146.0% | Added |
| Merrion Investment Management Co, LLC | 206,702 | $13.5M | 7.76% | −612−0.3% | Reduced |
| PEAK6 LLC | 200,895 | $13.1M | 0.33% | +13,338+7.1% | Added |
| Oppenheimer & Co Inc | 200,775 | $13.1M | 0.16% | −52,989−20.9% | Reduced |
| Strategic Wealth Partners, Ltd. | 196,390 | $12.8M | 0.96% | +196,390 | New |
| First Manhattan Co | 193,391 | $12.7M | 0.03% | −3,640−1.8% | Reduced |
| Point72 Asset Management, L.P. | 186,470 | $12.2M | 0.03% | +100,502+116.9% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 181,444 | $11.9M | 2.38% | +181,444 | New |
| State Board of Administration of Florida Retirement System | 179,071 | $11.7M | 0.02% | −25,591−12.5% | Reduced |
| Algert Global LLC | 176,880 | $11.6M | 0.19% | +44,454+33.6% | Added |
| Covea Finance | 175,600 | $11.5M | 0.40% | +175,600 | New |
| New York State Teachers Retirement System | 173,313 | $11.3M | 0.02% | −15,976−8.4% | Reduced |
| Rock Point Advisors, LLC | 173,234 | $11.3M | 3.00% | −188−0.1% | Reduced |
| Assenagon Asset Management S.A. | 171,325 | $11.2M | 0.02% | −303,176−63.9% | Reduced |
| Sequoia Financial Advisors, LLC | 170,987 | $11.2M | 0.07% | +1,542+0.9% | Added |
| Beacon Investment Advisory Services, Inc. | 167,013 | $10.9M | 0.46% | +7,053+4.4% | Added |
| Capital Fund Management S.A. | 162,570 | $10.6M | 0.11% | −140,575−46.4% | Reduced |
| Squarepoint Ops LLC | 161,728 | $10.6M | 0.02% | −11,836−6.8% | Reduced |
| Colony Group, LLC | 161,430 | $10.6M | 0.02% | −11,673−6.7% | Reduced |