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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.

Q3 2025 vs. Q2 2025

How the institutions holding Jefferies Financial Group Inc. changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of JEF: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders5575570+18
Shares144.2M2.01M144.7M+2.58M (+1.8%)
Value$7.89B$109.7M$9.44B+$1.66B (+21.3%)

5 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (80)

Institutions that held Jefferies Financial Group Inc. at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to JEF in Q3 2025
InstitutionSharesValue% of portfolio
Alyeska Investment Group, L.P.760,977$49.8M0.15%
Strategic Wealth Partners, Ltd.196,390$12.8M0.96%
Philadelphia Financial Management of San Francisco, LLC181,444$11.9M2.38%
Covea Finance175,600$11.5M0.40%
Jacobs Levy Equity Management, Inc148,843$9.74M0.04%
Interval Partners, LP74,094$4.85M0.10%
Boston Common Asset Management, LLC61,317$4.01M0.11%
Dean Investment Associates, LLC45,308$2.96M0.42%
Worldquant Millennium Advisors LLC37,853$2.48M0.01%
SWP Investment Management LLC34,916$2.28M2.25%
Abn Amro Investment Solutions32,737$2.14M0.04%
Fox Run Management, L.L.C.32,316$2.11M0.33%
Walleye Trading LLC31,784$2.08M0.03%
Nicholas Company, Inc.24,380$1.59M0.03%
Dean Capital Management23,200$1.52M0.59%
Dynamic Technology Lab Private Ltd21,990$1.44M0.24%
Brian Low Financial Group, LLC20,763$1.36M1.05%
Point72 Hong Kong Ltd18,036$1.18M0.05%
Guyasuta Investment Advisors Inc15,000$981.3K0.06%
Fieldview Capital Management, LLC14,332$937.6K0.15%
Bank of Nova Scotia11,954$782.1K0.00%
Alpine Woods Capital Investors, LLC11,851$775.3K0.18%
Voleon Capital Management LP11,499$752.3K0.02%
Entropy Technologies, LP11,484$751.3K0.06%
111 Capital7,744$506.6K0.10%
Buckingham Strategic Partners8,398$484.1K0.01%
Daiwa Securities Group Inc.7,327$479.0K0.00%
Shay Capital LLC7,000$457.9K0.08%
SummitTX Capital, L.P.6,507$425.7K0.02%
Tectonic Advisors LLC6,312$412.9K0.02%
Evergreen Capital Management LLC5,648$369.5K0.01%
Sender Co & Partners, Inc.5,180$338.9K0.13%
Bridgefront Capital, LLC4,974$325.4K0.10%
Empowered Funds, LLC4,844$316.9K0.00%
Syon Capital LLC4,792$313.5K0.02%
Integrated Advisors Network LLC4,368$285.8K0.01%
Qsemble Capital Management, LP4,341$284.0K0.03%
XTX Topco Ltd4,261$278.8K0.01%
Krilogy Financial LLC5,133$276.8K0.01%
Axq Capital, LP4,169$272.7K0.10%
Foundations Investment Advisors, LLC4,097$268.0K0.00%
SLT Holdings LLC4,050$265.0K0.17%
Huber Capital Management LLC4,000$261.7K0.04%
Vestmark Advisory Solutions, Inc.3,776$247.0K0.00%
Profund Advisors LLC3,772$246.8K0.01%
Warren Averett Asset Management, LLC3,617$236.6K0.00%
Lewis Asset Management, LLC3,573$233.7K0.10%
CAPROCK Group, Inc.3,596$233.2K0.01%
Chicago Partners Investment Group LLC4,149$230.3K0.01%
Motley Fool Asset Management LLC3,359$219.7K0.01%
R Squared Ltd3,255$212.9K0.09%
Catalyst Funds Management Pty Ltd3,200$209.3K0.03%
Wedmont Private Capital3,525$208.3K0.01%
U.S. Capital Wealth Advisors, LLC3,112$203.6K0.01%
Mitsubishi UFJ Trust & Banking Corp3,064$200.4K0.00%
Rockefeller Capital Management L.P.2,716$177.7K0.00%
ISAM Funds (UK) Ltd2,031$132.9K0.03%
Oakworth Capital, Inc.1,431$93.6K0.01%
Tripletail Wealth Management, LLC1,140$68.8K0.08%
Harvest Fund Management Co., Ltd985$64.0K0.00%
Group One Trading, L.P.909$59.5K0.00%
Wealthspire Advisors, LLC765$50.0K0.00%
Chilton Capital Management LLC550$36.0K0.00%
Root Financial Partners, LLC463$30.3K0.00%
First Horizon Corp370$24.2K0.00%
JCIC Asset Management Inc.240$15.7K0.00%
Salomon & Ludwin, LLC236$14.7K0.00%
Point72 Europe (London) LLP170$11.1K0.00%
JPL Wealth Management, LLC112$7.33K0.00%
Country Trust Bank76$4.97K0.00%
Transamerica Financial Advisors, Inc.64$4.19K0.00%
Caitlin John, LLC62$4.05K0.00%
Mather Group, LLC.55$3.60K0.00%
Palisade Asset Management, LLC50$3.27K0.00%
Beaird Harris Wealth Management, LLC38$2.49K0.00%
Cloud Capital Management, LLC33$2.00K0.00%
Guerra Advisors Inc30$1.96K0.00%
Rossby Financial, LCC18$1.14K0.00%
Salem Investment Counselors Inc12$7860.00%
Bogart Wealth, LLC8$5230.00%

Sold out (62)

Institutions that held Jefferies Financial Group Inc. at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of JEF in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Holocene Advisors, LP592,341$32.4M
Renaissance Technologies LLC537,589$29.4M
Kettle Hill Capital Management, LLC394,285$21.6M
Natixis166,466$9.10M
Voloridge Investment Management, LLC158,551$8.67M
Magnetar Financial LLC144,212$7.89M
Cambria Investment Management, L.P.121,728$6.66M
Nebula Research & Development LLC92,285$5.05M
Lighthouse Investment Partners, LLC64,013$3.50M
Arrowstreet Capital, Limited Partnership60,790$3.32M
Susquehanna Fundamental Investments, LLC29,540$1.62M
Illinois Municipal Retirement Fund26,079$1.43M
Redwood Investment Management, LLC24,782$1.35M
Secure Asset Management, LLC20,781$1.14M
Aigen Investment Management, LP18,744$1.03M
Oak Thistle LLC13,881$759.2K
Roberts Capital Advisors, LLC12,594$688.8K
Twinbeech Capital LP12,035$658.2K
Am Investment Strategies LLC10,000$546.0K
Altfest L J & Co Inc9,606$525.4K
MorganRosel Wealth Management, LLC9,431$515.8K
DnB Asset Management AS9,305$508.9K
Scientech Research LLC8,405$459.7K
Monetary Management Group Inc8,300$453.9K
Longfellow Investment Management Co LLC7,840$428.8K
Readystate Asset Management LP7,030$384.5K
Net Worth Advisory Group7,002$382.9K
Allianz SE6,919$378.4K
Wolverine Trading, LLC5,841$325.6K
Bayesian Capital Management, LP5,706$312.1K
Infrastructure Capital Advisors, LLC5,193$284.0K
Atom Investors LP4,573$250.1K
GTS Securities LLC4,323$236.4K
Engineers Gate Manager LP4,071$222.6K
Moody Aldrich Partners LLC4,008$219.2K
Pitcairn Co3,948$215.9K
Guggenheim Capital LLC3,756$205.4K
Macquarie Group Ltd3,311$181.1K
Gitterman Wealth Management, LLC2,490$136.2K
Skopos Labs, Inc.2,377$130.0K
Lazard Asset Management LLC1,976$107.0K
Ridgewood Investments LLC1,900$103.9K
Leonteq Securities AG1,899$103.9K
Sierra Ocean, LLC1,598$87.4K
Riggs Asset Managment Co. Inc.508$27.8K
Optiver Holding B.V.472$25.8K
Atticus Wealth Management, LLC425$23.2K
Pineridge Advisors LLC250$13.7K
NewSquare Capital LLC169$9.24K
Total Investment Management Inc133$7.27K
Fuller & Thaler Asset Management, Inc.132$7.22K
Stephens Consulting, LLC114$6.24K
Ameritas Advisory Services, LLC100$5.47K
Twin Peaks Wealth Advisors, LLC72$4.41K
Olistico Wealth, LLC71$3.88K
Walleye Capital LLC54$2.95K
Whipplewood Advisors, LLC33$1.80K
Caitong International Asset Management Co., Ltd31$1.70K
Smallwood Wealth Investment Management, LLC19$1.04K
Mount Yale Investment Advisors, LLC12$656
Arlington Trust Co LLC11$602
FNY Investment Advisers, LLC13$0

Not filed for Q3 2025 yet (5)

Institutions that held Jefferies Financial Group Inc. at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding JEF in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Norges Bank1,962,996$107.4M
Congress Wealth Management LLC26,582$1.45M
Avantax Advisory Services, Inc.9,477$518.3K
Belmont Capital, LLC6,405$350.3K
First Horizon Advisors, Inc.435$23.8K