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 |
|---|---|---|---|---|---|
| Group One Trading, L.P. | 909 | $59.5K | 0.00% | +909 | New |
| Washington Trust Advisors, Inc. | 932 | $61.0K | 0.00% | −300−24.4% | Reduced |
| Essential Partners LLC | 942 | $61.6K | 0.02% | +290+44.5% | Added |
| Harvest Fund Management Co., Ltd | 985 | $64.0K | 0.00% | +985 | New |
| Bessemer Group Inc | 1,040 | $68.0K | 0.00% | +128+14.0% | Added |
| Tripletail Wealth Management, LLC | 1,140 | $68.8K | 0.08% | +1,140 | New |
| Massmutual Trust Co FSB | 1,187 | $77.7K | 0.00% | −153−11.4% | Reduced |
| Huntington National Bank | 1,228 | $80.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,258 | $82.3K | 0.00% | +642+104.2% | Added |
| Geneos Wealth Management Inc. | 1,260 | $82.4K | 0.00% | −130−9.4% | Reduced |
| Albion Financial Group | 1,260 | $82.4K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,364 | $90.9K | 0.01% | +422+44.8% | Added |
| TD Private Client Wealth LLC | 1,394 | $91.2K | 0.00% | −102−6.8% | Reduced |
| Oakworth Capital, Inc. | 1,431 | $93.6K | 0.01% | +1,431 | New |
| Nomura Asset Management Co Ltd | 1,520 | $99.4K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,554 | $102.0K | 0.00% | +206+15.3% | Added |
| Versant Capital Management, Inc | 1,597 | $104.5K | 0.01% | +84+5.6% | Added |
| Hantz Financial Services, Inc. | 1,682 | $110.0K | 0.00% | +689+69.4% | Added |
| VSM Wealth Advisory, LLC | 1,710 | $111.9K | 0.03% | −1,710−50.0% | Reduced |
| Glen Eagle Advisors, LLC | 1,723 | $112.7K | 0.02% | +1+0.1% | Added |
| Spire Wealth Management | 1,825 | $119.4K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 1,872 | $122.0K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 1,900 | $124.3K | 0.00% | −792−29.4% | Reduced |
| ISAM Funds (UK) Ltd | 2,031 | $132.9K | 0.03% | +2,031 | New |
| Private Wealth Asset Management, LLC | 2,040 | $133.5K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 2,159 | $141.2K | 0.00% | +217+11.2% | Added |
| Covestor Ltd | 2,204 | $144.0K | 0.08% | −1,267−36.5% | Reduced |
| GAMMA Investing LLC | 2,261 | $147.9K | 0.01% | +386+20.6% | Added |
| HM Payson & Co | 2,500 | $163.6K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,564 | $168.0K | 0.02% | −3,204−55.5% | Reduced |
| Colonial Trust Co | 2,578 | $168.7K | 0.02% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 2,592 | $169.6K | 0.05% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,702 | $176.8K | 0.00% | −196−6.8% | Reduced |
| Rockefeller Capital Management L.P. | 2,716 | $177.7K | 0.00% | +2,716 | New |
| Steward Partners Investment Advisory, LLC | 2,746 | $179.6K | 0.00% | −585−17.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,900 | $189.7K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,042 | $199.0K | 0.00% | +461+17.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 3,064 | $200.4K | 0.00% | +3,064 | New |
| Creative Financial Designs Inc | 3,102 | $203.0K | 0.01% | +240+8.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 3,112 | $203.6K | 0.01% | +3,112 | New |
| Assetmark, Inc | 3,153 | $206.3K | 0.00% | +527+20.1% | Added |
| Wedmont Private Capital | 3,525 | $208.3K | 0.01% | +3,525 | New |
| Catalyst Funds Management Pty Ltd | 3,200 | $209.3K | 0.03% | +3,200 | New |
| QRG Capital Management, Inc. | 3,247 | $212.4K | 0.00% | −20,732−86.5% | Reduced |
| Ritholtz Wealth Management | 3,249 | $212.6K | 0.00% | −1,330−29.0% | Reduced |
| R Squared Ltd | 3,255 | $212.9K | 0.09% | +3,255 | New |
| Ronald Blue Trust, Inc. | 3,271 | $214.0K | 0.00% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 3,359 | $219.7K | 0.01% | +3,359 | New |
| Hamilton Capital Partners Inc. | 3,473 | $227.2K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 3,477 | $227.5K | 0.02% | +14+0.4% | Added |
| Chicago Partners Investment Group LLC | 4,149 | $230.3K | 0.01% | +4,149 | New |
| CAPROCK Group, Inc. | 3,596 | $233.2K | 0.01% | +3,596 | New |
| Lewis Asset Management, LLC | 3,573 | $233.7K | 0.10% | +3,573 | New |
| Warren Averett Asset Management, LLC | 3,617 | $236.6K | 0.00% | +3,617 | New |
| Blankinship & Foster, LLC | 3,741 | $244.7K | 0.05% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,772 | $246.8K | 0.01% | +3,772 | New |
| Prospera Financial Services Inc | 3,771 | $246.8K | 0.00% | −246−6.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,776 | $247.0K | 0.00% | +3,776 | New |
| Stephens Inc | 3,777 | $247.1K | 0.00% | −576−13.2% | Reduced |
| Brevan Howard Capital Management LP | 3,798 | $248.5K | 0.00% | −54,106−93.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 3,835 | $250.9K | 0.01% | −66−1.7% | Reduced |
| United Capital Financial Advisers, LLC | 3,896 | $254.9K | 0.00% | +234+6.4% | Added |
| Creekside Partners | 3,910 | $255.8K | 0.11% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 3,953 | $258.6K | 0.02% | +246+6.6% | Added |
| Man Group plc | 4,000 | $261.7K | 0.00% | −109,317−96.5% | Reduced |
| Huber Capital Management LLC | 4,000 | $261.7K | 0.04% | +4,000 | New |
| SLT Holdings LLC | 4,050 | $265.0K | 0.17% | +4,050 | New |
| Foundations Investment Advisors, LLC | 4,097 | $268.0K | 0.00% | +4,097 | New |
| Axq Capital, LP | 4,169 | $272.7K | 0.10% | +4,169 | New |
| Sanders Morris Harris LLC | 4,200 | $274.8K | 0.04% | 00.0% | Unchanged |
| Krilogy Financial LLC | 5,133 | $276.8K | 0.01% | +5,133 | New |
| XTX Topco Ltd | 4,261 | $278.8K | 0.01% | +4,261 | New |
| Headlands Technologies LLC | 4,315 | $282.3K | 0.02% | −3,942−47.7% | Reduced |
| Qsemble Capital Management, LP | 4,341 | $284.0K | 0.03% | +4,341 | New |
| Integrated Advisors Network LLC | 4,368 | $285.8K | 0.01% | +4,368 | New |
| Sage Capital Management, LLC | 4,469 | $292.4K | 0.13% | +27+0.6% | Added |
| Paradigm Financial Partners, LLC | 4,480 | $293.1K | 0.03% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 4,530 | $296.4K | 0.02% | −34−0.7% | Reduced |
| Harbour Investments, Inc. | 4,551 | $297.7K | 0.01% | +125+2.8% | Added |
| Vestor Capital, LLC | 4,646 | $304.0K | 0.02% | +2,324+100.1% | Added |
| Vise Technologies, Inc. | 4,697 | $307.3K | 0.01% | +658+16.3% | Added |
| Pallas Capital Advisors LLC | 4,742 | $310.2K | 0.01% | −864−15.4% | Reduced |
| Syon Capital LLC | 4,792 | $313.5K | 0.02% | +4,792 | New |
| Everence Capital Management Inc | 4,831 | $316.0K | 0.02% | −1,429−22.8% | Reduced |
| Empowered Funds, LLC | 4,844 | $316.9K | 0.00% | +4,844 | New |
| Signaturefd, LLC | 4,864 | $318.2K | 0.01% | +22+0.5% | Added |
| Bridgefront Capital, LLC | 4,974 | $325.4K | 0.10% | +4,974 | New |
| Panagora Asset Management Inc | 5,066 | $331.4K | 0.00% | 00.0% | Unchanged |
| MKT Advisors LLC | 5,275 | $334.9K | 0.12% | 00.0% | Unchanged |
| Sender Co & Partners, Inc. | 5,180 | $338.9K | 0.13% | +5,180 | New |
| M.E. Allison & Co., Inc. | 5,400 | $353.3K | 0.25% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 5,423 | $354.8K | 0.01% | +469+9.5% | Added |
| Pure Financial Advisors, Inc. | 5,440 | $355.9K | 0.01% | −61−1.1% | Reduced |
| Punch & Associates Investment Management, Inc. | 5,495 | $359.5K | 0.02% | +220+4.2% | Added |
| BFSG, LLC | 5,524 | $361.4K | 0.04% | −170−3.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,858 | $365.7K | 0.01% | 00.0% | Unchanged |
| Toroso Investments, LLC | 5,608 | $366.9K | 0.00% | −11,804−67.8% | Reduced |
| Whitener Capital Management, Inc. | 5,615 | $367.3K | 0.09% | +70+1.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 5,627 | $368.0K | 0.00% | +254+4.7% | Added |
| Evergreen Capital Management LLC | 5,648 | $369.5K | 0.01% | +5,648 | New |