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 |
|---|---|---|---|---|---|
| Insigneo Advisory Services, LLC | 5,690 | $372.2K | 0.03% | +579+11.3% | Added |
| Quent Capital, LLC | 5,770 | $377.5K | 0.03% | +23+0.4% | Added |
| Advisory Services Network, LLC | 5,810 | $380.1K | 0.01% | 00.0% | Unchanged |
| Apexium Financial, LP | 5,814 | $380.3K | 0.02% | −1,549−21.0% | Reduced |
| Shelton Capital Management | 5,830 | $381.4K | 0.01% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 5,845 | $382.4K | 0.01% | −206−3.4% | Reduced |
| Farringdon Capital, Ltd. | 5,863 | $383.6K | 0.10% | −22,576−79.4% | Reduced |
| Janney Montgomery Scott LLC | 5,887 | $385.0K | 0.00% | −438−6.9% | Reduced |
| Journey Strategic Wealth LLC | 5,926 | $387.7K | 0.01% | +46+0.8% | Added |
| PFG Investments, LLC | 5,930 | $387.9K | 0.02% | +16+0.3% | Added |
| Greenleaf Trust | 5,988 | $391.7K | 0.00% | +44+0.7% | Added |
| Searle & Co. | 6,000 | $392.5K | 0.10% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 6,000 | $392.5K | 0.05% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 6,046 | $395.5K | 0.01% | +31+0.5% | Added |
| Aspiriant, LLC | 6,073 | $397.3K | 0.01% | −31−0.5% | Reduced |
| Mattson Financial Services, LLC | 6,079 | $397.7K | 0.10% | −193−3.1% | Reduced |
| Atria Investments LLC | 6,112 | $399.9K | 0.00% | +595+10.8% | Added |
| Resources Investment Advisors, LLC. | 6,197 | $405.4K | 0.00% | +1,160+23.0% | Added |
| Hilltop Holdings Inc. | 6,214 | $406.5K | 0.02% | +433+7.5% | Added |
| Aster Capital Management (DIFC) Ltd | 6,247 | $408.7K | 0.21% | +3,031+94.2% | Added |
| Tectonic Advisors LLC | 6,312 | $412.9K | 0.02% | +6,312 | New |
| Country Club Bank | 6,200 | $413.3K | 0.02% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 6,449 | $421.9K | 0.03% | +133+2.1% | Added |
| SummitTX Capital, L.P. | 6,507 | $425.7K | 0.02% | +6,507 | New |
| HB Wealth Management, LLC | 6,545 | $428.2K | 0.00% | +357+5.8% | Added |
| CIBC Asset Management Inc | 6,649 | $435.0K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 6,687 | $437.5K | 0.00% | +686+11.4% | Added |
| Cooper Financial Group | 6,823 | $446.3K | 0.05% | +42+0.6% | Added |
| NorthRock Partners, LLC | 6,866 | $449.2K | 0.01% | −632−8.4% | Reduced |
| Atomi Financial Group, Inc. | 6,975 | $456.3K | 0.01% | +987+16.5% | Added |
| Shay Capital LLC | 7,000 | $457.9K | 0.08% | +7,000 | New |
| ProShare Advisors LLC | 7,018 | $459.1K | 0.00% | −207−2.9% | Reduced |
| Sterling Capital Management LLC | 7,211 | $471.7K | 0.01% | −548−7.1% | Reduced |
| Swiss Life Asset Management Ltd | 7,215 | $472.0K | 0.00% | +3,223+80.7% | Added |
| Forum Financial Management, LP | 7,234 | $473.2K | 0.01% | +371+5.4% | Added |
| Daiwa Securities Group Inc. | 7,327 | $479.0K | 0.00% | +7,327 | New |
| Buckingham Strategic Partners | 8,398 | $484.1K | 0.01% | +8,398 | New |
| Jane Street Group, LLC | 7,421 | $485.5K | 0.00% | −84,963−92.0% | Reduced |
| Boston Trust Walden Corp | 7,500 | $490.6K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 7,546 | $493.7K | 0.05% | 00.0% | Unchanged |
| Alteri Wealth LLC | 7,568 | $495.1K | 0.17% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 7,598 | $497.1K | 0.19% | −1,583−17.2% | Reduced |
| Tower Research Capital LLC (TRC) | 7,620 | $498.5K | 0.01% | −4,028−34.6% | Reduced |
| HighPoint Advisor Group LLC | 7,698 | $503.6K | 0.02% | +1,095+16.6% | Added |
| Meeder Advisory Services, Inc. | 7,700 | $503.7K | 0.02% | −30.0% | Reduced |
| 111 Capital | 7,744 | $506.6K | 0.10% | +7,744 | New |
| Hennion & Walsh Asset Management, Inc. | 7,885 | $515.8K | 0.02% | −14,398−64.6% | Reduced |
| DekaBank Deutsche Girozentrale | 7,864 | $517.0K | 0.00% | 00.0% | Unchanged |
| Arnhold LLC | 8,000 | $523.4K | 0.04% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 8,002 | $523.5K | 0.22% | −4,231−34.6% | Reduced |
| Maryland State Retirement & Pension System | 8,158 | $533.7K | 0.01% | 00.0% | Unchanged |
| Ethic Inc. | 8,527 | $557.9K | 0.01% | −450−5.0% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 8,652 | $566.0K | 0.12% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 8,750 | $572.4K | 0.15% | −200−2.2% | Reduced |
| Umb Bank N A | 8,850 | $579.0K | 0.01% | −14−0.2% | Reduced |
| Point72 (DIFC) Ltd | 9,106 | $595.7K | 0.04% | −4,294−32.0% | Reduced |
| Pinnacle Associates Ltd | 9,237 | $604.3K | 0.01% | +20.0% | Added |
| Vident Advisory, LLC | 9,437 | $617.4K | 0.01% | −115−1.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,526 | $623.2K | 0.07% | +66+0.7% | Added |
| Simmons Bank | 9,535 | $623.8K | 0.04% | −337−3.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,666 | $632.4K | 0.00% | +2,086+27.5% | Added |
| CWM, LLC | 9,807 | $642.0K | 0.00% | +1,932+24.5% | Added |
| Carnegie Capital Asset Management, LLC | 9,970 | $652.2K | 0.01% | 00.0% | Unchanged |
| Lynx Capital Group Ltd | 10,000 | $654.2K | 0.30% | 00.0% | Unchanged |
| Equitable Trust Co | 10,365 | $678.1K | 0.03% | −525−4.8% | Reduced |
| Parallel Advisors, LLC | 10,546 | $689.9K | 0.01% | +187+1.8% | Added |
| Storebrand Asset Management AS | 10,645 | $696.4K | 0.00% | −11,025−50.9% | Reduced |
| Sylvest Advisors, LLC | 10,902 | $713.2K | 0.38% | −492−4.3% | Reduced |
| Chou Associates Management Inc.SuperinvestorChou Associates | 10,987 | $718.8K | 0.35% | 00.0% | Unchanged |
| Connable Office Inc | 11,200 | $732.7K | 0.07% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 11,303 | $739.4K | 0.01% | +1,371+13.8% | Added |
| SRS Capital Advisors, Inc. | 11,322 | $740.7K | 0.01% | +10,344+1,057.7% | Added |
| Entropy Technologies, LP | 11,484 | $751.3K | 0.06% | +11,484 | New |
| Voleon Capital Management LP | 11,499 | $752.3K | 0.02% | +11,499 | New |
| Alpine Woods Capital Investors, LLC | 11,851 | $775.3K | 0.18% | +11,851 | New |
| Bank of Nova Scotia | 11,954 | $782.1K | 0.00% | +11,954 | New |
| Crossmark Global Holdings, Inc. | 12,074 | $789.9K | 0.01% | −399−3.2% | Reduced |
| Ofi Invest Asset Management | 14,483 | $806.4K | 0.02% | −4,504−23.7% | Reduced |
| Securian Asset Management, Inc | 12,343 | $807.5K | 0.02% | −29−0.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 12,441 | $813.9K | 0.00% | +11,432+1,133.0% | Added |
| Ieq Capital, LLC | 12,457 | $814.9K | 0.00% | −5,108−29.1% | Reduced |
| KWMG, LLC | 12,479 | $816.4K | 0.07% | −477−3.7% | Reduced |
| Lecap Asset Management Ltd | 12,569 | $822.3K | 0.29% | −12,015−48.9% | Reduced |
| Public Employees Retirement Association of Colorado | 12,896 | $844.0K | 0.00% | −4,032−23.8% | Reduced |
| Silvercrest Asset Management Group LLC | 13,026 | $852.2K | 0.01% | +151+1.2% | Added |
| Truist Financial Corp | 13,108 | $857.5K | 0.00% | −55,729−81.0% | Reduced |
| Coldstream Capital Management Inc | 13,261 | $867.5K | 0.01% | −58−0.4% | Reduced |
| National Bank of Canada | 13,463 | $880.7K | 0.00% | −82,579−86.0% | Reduced |
| Evercore Wealth Management, LLC | 13,753 | $899.7K | 0.01% | +645+4.9% | Added |
| Ancora Advisors, LLC | 14,175 | $927.3K | 0.02% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 14,332 | $937.6K | 0.15% | +14,332 | New |
| Catalyst Financial Partners LLC | 14,370 | $940.1K | 0.11% | +20+0.1% | Added |
| MML Investors Services, LLC | 14,405 | $942.4K | 0.00% | −11,293−43.9% | Reduced |
| Jefferies Financial Group Inc. | 14,475 | $947.0K | 0.01% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 14,499 | $948.5K | 1.32% | −742−4.9% | Reduced |
| Centennial Bank | 14,534 | $950.8K | 0.37% | −10,000−40.8% | Reduced |
| King Luther Capital Management Corp | 14,671 | $959.8K | 0.00% | 00.0% | Unchanged |
| Harbor Advisors LLC | 15,000 | $981.3K | 0.15% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 15,000 | $981.3K | 0.06% | +15,000 | New |
| Thoma Capital Management LLC | 15,524 | $1.02M | 0.58% | +834+5.7% | Added |