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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 15,811 | $1.03M | 0.03% | +206+1.3% | Added |
| Blair William & Co | 16,960 | $1.11M | 0.00% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 16,997 | $1.11M | 0.01% | +6,221+57.7% | Added |
| Summit Trail Advisors, LLC | 17,162 | $1.12M | 0.02% | +11,844+222.7% | Added |
| NorthCrest Asset Manangement, LLC | 19,091 | $1.13M | 0.03% | +749+4.1% | Added |
| Simplex Trading, LLC | 17,777 | $1.16M | 0.03% | +16,867+1,853.5% | Added |
| State of Alaska, Department of Revenue | 17,978 | $1.18M | 0.01% | −351−1.9% | Reduced |
| LSV Asset Management | 18,000 | $1.18M | 0.00% | −468,300−96.3% | Reduced |
| Point72 Hong Kong Ltd | 18,036 | $1.18M | 0.05% | +18,036 | New |
| Citadel Investment Advisory, Inc. | 18,420 | $1.21M | 0.55% | 00.0% | Unchanged |
| AMG National Trust Bank | 18,788 | $1.23M | 0.03% | +123+0.7% | Added |
| Bard Financial Services, Inc. | 19,050 | $1.25M | 0.14% | −1,125−5.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 19,070 | $1.25M | 0.01% | −861−4.3% | Reduced |
| Sanctuary Advisors, LLC | 19,246 | $1.26M | 0.01% | +1,135+6.3% | Added |
| Bank of Montreal | 19,491 | $1.28M | 0.00% | −1,398−6.7% | Reduced |
| SG Americas Securities, LLC | 19,705 | $1.29M | 0.00% | −15,595−44.2% | Reduced |
| Joel Isaacson & Co., LLC | 19,835 | $1.30M | 0.05% | +4,810+32.0% | Added |
| Teacher Retirement System of Texas | 20,267 | $1.33M | 0.01% | −10,615−34.4% | Reduced |
| Brian Low Financial Group, LLC | 20,763 | $1.36M | 1.05% | +20,763 | New |
| VestGen Advisors, LLC | 21,122 | $1.38M | 0.05% | −946−4.3% | Reduced |
| Xponance, Inc. | 21,357 | $1.40M | 0.01% | +119+0.6% | Added |
| Shelton Wealth Management, LLC | 21,390 | $1.40M | 0.65% | +1,084+5.3% | Added |
| Gotham Asset Management, LLC | 21,410 | $1.40M | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 21,729 | $1.42M | 0.00% | −661−3.0% | Reduced |
| Pacer Advisors, Inc. | 21,861 | $1.43M | 0.00% | +11,963+120.9% | Added |
| Oxford Asset Management LLP | 21,913 | $1.43M | 0.47% | +497+2.3% | Added |
| Dynamic Technology Lab Private Ltd | 21,990 | $1.44M | 0.24% | +21,990 | New |
| Dark Forest Capital Management LP | 22,148 | $1.45M | 0.05% | +15,663+241.5% | Added |
| Aquatic Capital Management LLC | 22,199 | $1.45M | 0.03% | −51,113−69.7% | Reduced |
| Summit Financial, LLC | 22,307 | $1.46M | 0.02% | +142+0.6% | Added |
| Verition Fund Management LLC | 22,515 | $1.47M | 0.01% | −2,857−11.3% | Reduced |
| Mackenzie Financial Corp | 22,924 | $1.50M | 0.00% | −167−0.7% | Reduced |
| Tiaa Trust, National Association | 23,131 | $1.51M | 0.00% | +136+0.6% | Added |
| Dean Capital Management | 23,200 | $1.52M | 0.59% | +23,200 | New |
| JustInvest LLC | 23,826 | $1.56M | 0.02% | −448−1.8% | Reduced |
| Quantbot Technologies LP | 24,175 | $1.58M | 0.04% | +817+3.5% | Added |
| Nicholas Company, Inc. | 24,380 | $1.59M | 0.03% | +24,380 | New |
| Cresset Asset Management, LLC | 24,437 | $1.60M | 0.01% | −168−0.7% | Reduced |
| Park Avenue Securities LLC | 24,653 | $1.61M | 0.01% | −288−1.2% | Reduced |
| Parsons Capital Management Inc | 24,743 | $1.62M | 0.09% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 25,000 | $1.64M | 0.17% | 00.0% | Unchanged |
| Utah Retirement Systems | 25,267 | $1.65M | 0.02% | −2,303−8.4% | Reduced |
| Quest Partners LLC | 26,004 | $1.70M | 0.11% | +23,474+927.8% | Added |
| MBM Wealth Consultants, LLC | 26,395 | $1.73M | 0.43% | −4,704−15.1% | Reduced |
| Harbour Capital Advisors, LLC | 29,265 | $1.73M | 0.35% | −2,605−8.2% | Reduced |
| Neuberger Berman Group LLC | 26,456 | $1.73M | 0.00% | +52+0.2% | Added |
| Evelyn Partners Investment Management LLP | 26,741 | $1.75M | 0.05% | −247−0.9% | Reduced |
| Mercer Global Advisors Inc | 26,775 | $1.75M | 0.00% | −4,061−13.2% | Reduced |
| DRW Securities, LLC | 26,864 | $1.76M | 0.09% | −40,587−60.2% | Reduced |
| Modera Wealth Management, LLC | 27,011 | $1.77M | 0.02% | −3,266−10.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 27,913 | $1.83M | 0.02% | 00.0% | Unchanged |
| Connective Capital Management, LLC | 28,154 | $1.84M | 1.69% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 28,900 | $1.89M | 0.29% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 29,054 | $1.90M | 0.01% | −160−0.5% | Reduced |
| US Bancorp | 29,570 | $1.93M | 0.00% | +225+0.8% | Added |
| Intrinsic Value Partners, LLC | 29,621 | $1.94M | 1.57% | −252−0.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,057 | $1.97M | 0.00% | +989+3.4% | Added |
| M&T Bank Corp | 30,601 | $2.00M | 0.01% | −3,504−10.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 30,632 | $2.00M | 0.01% | −24−0.1% | Reduced |
| Susquehanna International Group, LLP | 31,677 | $2.07M | 0.00% | −29,060−47.8% | Reduced |
| Walleye Trading LLC | 31,784 | $2.08M | 0.03% | +31,784 | New |
| HSBC Holdings PLC | 31,993 | $2.08M | 0.00% | −3,736−10.5% | Reduced |
| Gradient Investments LLC | 32,165 | $2.10M | 0.04% | −4,445−12.1% | Reduced |
| KLP Kapitalforvaltning AS | 32,300 | $2.11M | 0.01% | +600+1.9% | Added |
| Fox Run Management, L.L.C. | 32,316 | $2.11M | 0.33% | +32,316 | New |
| Radnor Capital Management, LLC | 32,630 | $2.13M | 0.32% | −190−0.6% | Reduced |
| Abn Amro Investment Solutions | 32,737 | $2.14M | 0.04% | +32,737 | New |
| New Mexico Educational Retirement Board | 33,119 | $2.17M | 0.07% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 33,187 | $2.17M | 0.03% | −200−0.6% | Reduced |
| GWM Advisors LLC | 33,575 | $2.20M | 0.01% | +7,605+29.3% | Added |
| Tudor Investment Corp Et Al | 34,505 | $2.26M | 0.01% | −352,316−91.1% | Reduced |
| Natixis Advisors, L.P. | 34,708 | $2.27M | 0.00% | +1,534+4.6% | Added |
| SWP Investment Management LLC | 34,916 | $2.28M | 2.25% | +34,916 | New |
| Commonwealth Equity Services, LLC | 35,266 | $2.31M | 0.00% | −20,792−37.1% | Reduced |
| Advisory Research Inc | 35,660 | $2.33M | 0.31% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 36,012 | $2.36M | 0.93% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 36,175 | $2.37M | 0.10% | −5,462−13.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 36,784 | $2.41M | 0.03% | +404+1.1% | Added |
| Wittenberg Investment Management, Inc. | 37,274 | $2.44M | 0.97% | −300−0.8% | Reduced |
| Brinker Capital Investments, LLC | 37,393 | $2.45M | 0.02% | +1,502+4.2% | Added |
| Worldquant Millennium Advisors LLC | 37,853 | $2.48M | 0.01% | +37,853 | New |
| Y-Intercept (Hong Kong) Ltd | 38,449 | $2.52M | 0.06% | +26,600+224.5% | Added |
| State of Michigan Retirement System | 39,316 | $2.57M | 0.01% | +100+0.3% | Added |
| Safeguard Investment Advisory Group, LLC | 39,437 | $2.58M | 0.64% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 41,064 | $2.69M | 0.04% | −5,000−10.9% | Reduced |
| AlphaCore Capital LLC | 41,243 | $2.70M | 0.09% | +127+0.3% | Added |
| Handelsbanken Fonder AB | 41,303 | $2.70M | 0.01% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 41,333 | $2.70M | 0.05% | −7,803−15.9% | Reduced |
| Thrivent Financial for Lutherans | 42,121 | $2.76M | 0.01% | −83,894−66.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 42,353 | $2.77M | 0.01% | +488+1.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 44,473 | $2.91M | 0.00% | +15,985+56.1% | Added |
| Cetera Investment Advisers | 44,641 | $2.92M | 0.00% | +14,991+50.6% | Added |
| Dean Investment Associates, LLC | 45,308 | $2.96M | 0.42% | +45,308 | New |
| Arizona State Retirement System | 45,780 | $2.99M | 0.02% | +635+1.4% | Added |
| Louisiana State Employees Retirement System | 45,900 | $3.00M | 0.05% | +100+0.2% | Added |
| CI Private Wealth, LLC | 47,364 | $3.10M | 0.00% | −52,967−52.8% | Reduced |
| Condor Capital Management | 47,765 | $3.12M | 0.26% | −143−0.3% | Reduced |
| Public Employees Retirement System of Ohio | 47,833 | $3.13M | 0.01% | +297+0.6% | Added |
| Ci Investments Inc. | 47,945 | $3.14M | 0.01% | +38,891+429.5% | Added |
| Prudential Financial Inc | 48,083 | $3.15M | 0.00% | −1,155−2.3% | Reduced |