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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1 | $65 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 2 | $127 | 0.00% | −7−77.8% | Reduced |
| MV Capital Management, Inc. | 2 | $131 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 2 | $131 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 5 | $328 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $328 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 7 | $458 | 0.00% | +3+75.0% | Added |
| Bogart Wealth, LLC | 8 | $523 | 0.00% | +8 | New |
| American Capital Advisory, LLC | 8 | $524 | 0.00% | −2−20.0% | Reduced |
| Principia Wealth Advisory, LLC | 9 | $589 | 0.00% | +3+50.0% | Added |
| Kilter Group LLC | 10 | $655 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 11 | $720 | 0.00% | +10+1,000.0% | Added |
| DecisionPoint Financial, LLC | 12 | $762 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 12 | $785 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 12 | $785 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 12 | $785 | 0.00% | +4+50.0% | Added |
| Salem Investment Counselors Inc | 12 | $786 | 0.00% | +12 | New |
| Prestige Wealth Management Group LLC | 15 | $982 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 16 | $1.05K | 0.00% | +9+128.6% | Added |
| Financial Network Wealth Advisors LLC | 16 | $1.05K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 18 | $1.14K | 0.00% | +18 | New |
| Colonial Trust Advisors | 20 | $1.31K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 20 | $1.31K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 21 | $1.37K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 25 | $1.64K | 0.00% | +4+19.0% | Added |
| SBI Securities Co., Ltd. | 25 | $1.64K | 0.00% | +6+31.6% | Added |
| Cromwell Holdings LLC | 28 | $1.83K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 30 | $1.96K | 0.00% | −93−75.6% | Reduced |
| Guerra Advisors Inc | 30 | $1.96K | 0.00% | +30 | New |
| Cloud Capital Management, LLC | 33 | $2.00K | 0.00% | +33 | New |
| Hughes Financial Services, LLC | 36 | $2.01K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 35 | $2.29K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 35 | $2.29K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 38 | $2.49K | 0.00% | +38 | New |
| Hollencrest Capital Management | 38 | $2.50K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 40 | $2.59K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 48 | $3.14K | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 50 | $3.27K | 0.00% | +50 | New |
| South State Corp. | 52 | $3.40K | 0.00% | −5−8.8% | Reduced |
| Webster Bank, N. A. | 55 | $3.60K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 55 | $3.60K | 0.00% | +55 | New |
| WealthCollab, LLC | 57 | $3.73K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 62 | $4.05K | 0.00% | +62 | New |
| Transamerica Financial Advisors, Inc. | 64 | $4.19K | 0.00% | +64 | New |
| Manchester Capital Management LLC | 67 | $4.38K | 0.00% | −7−9.5% | Reduced |
| Bare Financial Services, Inc | 74 | $4.84K | 0.00% | −12−14.0% | Reduced |
| Country Trust Bank | 76 | $4.97K | 0.00% | +76 | New |
| Cedar Wealth Management, LLC | 88 | $5.77K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 120 | $6.34K | 0.00% | +47+64.4% | Added |
| Bruce G. Allen Investments, LLC | 103 | $6.74K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 104 | $6.80K | 0.00% | −94−47.5% | Reduced |
| Brown Brothers Harriman & Co | 106 | $6.93K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 112 | $7.33K | 0.00% | +112 | New |
| Farmers & Merchants Investments Inc | 136 | $8.90K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 138 | $9.03K | 0.00% | +57+70.4% | Added |
| Quarry LP | 142 | $9.29K | 0.00% | −756−84.2% | Reduced |
| Fortitude Family Office, LLC | 160 | $10.5K | 0.00% | +2+1.3% | Added |
| Point72 Europe (London) LLP | 170 | $11.1K | 0.00% | +170 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 174 | $11.4K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 181 | $11.8K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 184 | $12.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 201 | $12.5K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 205 | $13.0K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 203 | $13.3K | 0.01% | +1+0.5% | Added |
| MAI Capital Management | 225 | $14.7K | 0.00% | −291−56.4% | Reduced |
| Salomon & Ludwin, LLC | 236 | $14.7K | 0.00% | +236 | New |
| North Star Investment Management Corp. | 240 | $15.7K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 240 | $15.7K | 0.00% | +240 | New |
| Central Trust Co | 250 | $16.4K | 0.00% | −40−13.8% | Reduced |
| Hemington Wealth Management | 263 | $17.0K | 0.00% | +25+10.5% | Added |
| Costello Asset Management, INC | 300 | $19.6K | 0.01% | −7−2.3% | Reduced |
| Trust Co of Vermont | 300 | $19.6K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 320 | $20.9K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 326 | $21.3K | 0.00% | −11−3.3% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 335 | $21.9K | 0.00% | −8,363−96.1% | Reduced |
| Peregrine Capital Management LLC | 340 | $22.2K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 362 | $23.7K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 364 | $23.8K | 0.00% | +174+91.6% | Added |
| Rise Advisors, LLC | 365 | $23.9K | 0.01% | +2+0.6% | Added |
| First Horizon Corp | 370 | $24.2K | 0.00% | +370 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 395 | $25.8K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 421 | $27.5K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 422 | $27.6K | 0.00% | +62+17.2% | Added |
| Legacy Bridge, LLC | 431 | $28.2K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 433 | $28.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 448 | $29.3K | 0.00% | −13−2.8% | Reduced |
| Root Financial Partners, LLC | 463 | $30.3K | 0.00% | +463 | New |
| Alerus Financial NA | 498 | $32.6K | 0.00% | −80−13.8% | Reduced |
| Bayforest Capital Ltd | 508 | $33.2K | 0.02% | −9,564−95.0% | Reduced |
| Chilton Capital Management LLC | 550 | $36.0K | 0.00% | +550 | New |
| Private Trust Co NA | 667 | $43.6K | 0.00% | +78+13.2% | Added |
| Eastern Bank | 679 | $44.4K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 670 | $44.7K | 0.00% | +14+2.1% | Added |
| Rothschild Investment LLC | 741 | $48.5K | 0.00% | +191+34.7% | Added |
| Wealthspire Advisors, LLC | 765 | $50.0K | 0.00% | +765 | New |
| High Note Wealth, LLC | 807 | $52.8K | 0.01% | +35+4.5% | Added |
| EverSource Wealth Advisors, LLC | 816 | $53.4K | 0.00% | −76−8.5% | Reduced |
| Principal Securities, Inc. | 838 | $54.8K | 0.00% | +314+59.9% | Added |