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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 48,489 | $3.17M | 0.10% | −2,253−4.4% | Reduced |
| IMC-Chicago, LLC | 49,889 | $3.26M | 0.06% | +34,251+219.0% | Added |
| Voya Investment Management LLC | 50,453 | $3.30M | 0.00% | +21,085+71.8% | Added |
| Teachers Retirement System of the State of Kentucky | 50,535 | $3.31M | 0.03% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 50,643 | $3.31M | 0.01% | +2,416+5.0% | Added |
| Mariner, LLC | 51,246 | $3.35M | 0.00% | +26,592+107.9% | Added |
| First Wilshire Securities Management Inc | 52,259 | $3.42M | 0.91% | −723−1.4% | Reduced |
| Tocqueville Asset Management L.P. | 53,019 | $3.47M | 0.05% | −15,865−23.0% | Reduced |
| ACR Alpine Capital Research, LLC | 53,352 | $3.49M | 0.06% | +72+0.1% | Added |
| Yousif Capital Management, LLC | 54,222 | $3.55M | 0.04% | −3,348−5.8% | Reduced |
| Creative Planning | 54,268 | $3.55M | 0.00% | +6,841+14.4% | Added |
| Advisor Group Holdings, Inc. | 54,198 | $3.58M | 0.01% | +10,909+25.2% | Added |
| Edgestream Partners, L.P. | 55,269 | $3.62M | 0.11% | +6,576+13.5% | Added |
| Davidson Capital Management Inc. | 55,337 | $3.62M | 0.81% | −386−0.7% | Reduced |
| Gsa Capital Partners LLP | 57,621 | $3.77M | 0.31% | +37,530+186.8% | Added |
| CIBC Private Wealth Group, LLC | 58,744 | $3.84M | 0.01% | +542+0.9% | Added |
| Caxton Associates LLP | 60,456 | $3.96M | 0.11% | +24,449+67.9% | Added |
| Cinctive Capital Management LP | 61,021 | $3.99M | 0.20% | −72,216−54.2% | Reduced |
| Boston Common Asset Management, LLC | 61,317 | $4.01M | 0.11% | +61,317 | New |
| State of Tennessee, Treasury Department | 64,357 | $4.21M | 0.01% | −4,500−6.5% | Reduced |
| Comerica Bank | 65,729 | $4.30M | 0.02% | −2,284−3.4% | Reduced |
| Janus Henderson Group PLC | 67,014 | $4.38M | 0.00% | −241,917−78.3% | Reduced |
| Intech Investment Management LLC | 67,581 | $4.42M | 0.04% | −226,854−77.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 68,223 | $4.46M | 0.04% | +9,685+16.5% | Added |
| Treasurer of the State of North Carolina | 68,836 | $4.50M | 0.01% | −2,682−3.8% | Reduced |
| Stifel Financial Corp | 69,302 | $4.53M | 0.00% | −8,014−10.4% | Reduced |
| New York State Common Retirement Fund | 70,837 | $4.63M | 0.01% | −7,600−9.7% | Reduced |
| BNP Paribas Arbitrage, SA | 71,304 | $4.66M | 0.00% | +19,067+36.5% | Added |
| Nisa Investment Advisors, LLC | 72,552 | $4.75M | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 74,084 | $4.85M | 0.00% | +551+0.7% | Added |
| Interval Partners, LP | 74,094 | $4.85M | 0.10% | +74,094 | New |
| Gateway Investment Advisers LLC | 75,501 | $4.94M | 0.05% | +6,212+9.0% | Added |
| Amalgamated Bank | 75,810 | $4.96M | 0.04% | +1,056+1.4% | Added |
| Mutual of America Capital Management LLC | 76,212 | $4.99M | 0.05% | −4,819−5.9% | Reduced |
| ExodusPoint Capital Management, LP | 81,020 | $5.30M | 0.07% | −269,248−76.9% | Reduced |
| Insight Wealth Strategies, LLC | 81,769 | $5.35M | 0.63% | −425−0.5% | Reduced |
| D. E. Shaw & Co., Inc. | 82,242 | $5.38M | 0.00% | −107,285−56.6% | Reduced |
| Laurion Capital Management LP | 82,675 | $5.41M | 0.74% | +32,582+65.0% | Added |
| Commerce Bank | 85,289 | $5.58M | 0.03% | −411−0.5% | Reduced |
| Ervin Investment Management, LLC | 86,698 | $5.67M | 3.25% | −3,447−3.8% | Reduced |
| MetLife Investment Management | 89,543 | $5.86M | 0.03% | −2,888−3.1% | Reduced |
| Lee Danner & Bass Inc | 91,051 | $5.96M | 0.43% | −6,639−6.8% | Reduced |
| Acadian Asset Management LLC | 92,236 | $6.03M | 0.01% | +56,069+155.0% | Added |
| Prana Capital Management, LP | 92,194 | $6.03M | 0.20% | +19,413+26.7% | Added |
| 1492 Capital Management LLC | 93,443 | $6.11M | 2.47% | +5,790+6.6% | Added |
| Allianz Asset Management GmbH | 95,580 | $6.25M | 0.01% | −57,092−37.4% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 97,597 | $6.38M | 0.03% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 98,801 | $6.46M | 0.04% | −1,180−1.2% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 98,966 | $6.47M | 0.10% | +20,866+26.7% | Added |
| RBF Capital, LLC | 100,000 | $6.54M | 0.30% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 100,000 | $6.54M | 0.48% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 100,999 | $6.61M | 0.01% | +61,630+156.5% | Added |
| Kera Capital Partners, Inc. | 104,675 | $6.85M | 1.03% | +10,249+10.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 116,606 | $6.89M | 0.01% | −26,863−18.7% | Reduced |
| KBC Group NV | 107,347 | $7.02M | 0.02% | +94+0.1% | Added |
| Amundi | 123,146 | $7.53M | 0.00% | −102,879−45.5% | Reduced |
| State of Wisconsin Investment Board | 121,158 | $7.93M | 0.02% | −230.0% | Reduced |
| Waterfront Wealth Inc. | 146,135 | $8.03M | 1.64% | −330.0% | Reduced |
| Poehling Capital Management, LLC | 123,817 | $8.10M | 1.70% | −528−0.4% | Reduced |
| Price T Rowe Associates Inc | 126,977 | $8.31M | 0.00% | +8,214+6.9% | Added |
| Manufacturers Life Insurance Company, The | 128,012 | $8.37M | 0.01% | +23,933+23.0% | Added |
| Gabelli Funds LLC | 128,510 | $8.41M | 0.06% | −200−0.2% | Reduced |
| Boston Partners | 129,861 | $8.49M | 0.01% | −11,572−8.2% | Reduced |
| Great West Life Assurance Co | 134,029 | $8.95M | 0.01% | +2,376+1.8% | Added |
| Lafayette Investments, Inc. | 138,052 | $9.03M | 1.73% | −758−0.5% | Reduced |
| California State Teachers Retirement System | 145,826 | $9.54M | 0.01% | +3,330+2.3% | Added |
| Schonfeld Strategic Advisors LLC | 146,689 | $9.60M | 0.07% | +134,344+1,088.2% | Added |
| Jacobs Levy Equity Management, Inc | 148,843 | $9.74M | 0.04% | +148,843 | New |
| Shapiro Capital Management LLC | 153,100 | $10.0M | 0.43% | −600−0.4% | Reduced |
| BW Gestao de Investimentos Ltda. | 160,000 | $10.5M | 0.79% | +84,000+110.5% | Added |
| Colony Group, LLC | 161,430 | $10.6M | 0.02% | −11,673−6.7% | Reduced |
| Squarepoint Ops LLC | 161,728 | $10.6M | 0.02% | −11,836−6.8% | Reduced |
| Capital Fund Management S.A. | 162,570 | $10.6M | 0.11% | −140,575−46.4% | Reduced |
| Beacon Investment Advisory Services, Inc. | 167,013 | $10.9M | 0.46% | +7,053+4.4% | Added |
| Sequoia Financial Advisors, LLC | 170,987 | $11.2M | 0.07% | +1,542+0.9% | Added |
| Assenagon Asset Management S.A. | 171,325 | $11.2M | 0.02% | −303,176−63.9% | Reduced |
| Rock Point Advisors, LLC | 173,234 | $11.3M | 3.00% | −188−0.1% | Reduced |
| New York State Teachers Retirement System | 173,313 | $11.3M | 0.02% | −15,976−8.4% | Reduced |
| Covea Finance | 175,600 | $11.5M | 0.40% | +175,600 | New |
| Algert Global LLC | 176,880 | $11.6M | 0.19% | +44,454+33.6% | Added |
| State Board of Administration of Florida Retirement System | 179,071 | $11.7M | 0.02% | −25,591−12.5% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 181,444 | $11.9M | 2.38% | +181,444 | New |
| Point72 Asset Management, L.P. | 186,470 | $12.2M | 0.03% | +100,502+116.9% | Added |
| First Manhattan Co | 193,391 | $12.7M | 0.03% | −3,640−1.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 196,390 | $12.8M | 0.96% | +196,390 | New |
| Oppenheimer & Co Inc | 200,775 | $13.1M | 0.16% | −52,989−20.9% | Reduced |
| PEAK6 LLC | 200,895 | $13.1M | 0.33% | +13,338+7.1% | Added |
| Merrion Investment Management Co, LLC | 206,702 | $13.5M | 7.76% | −612−0.3% | Reduced |
| American Century Companies Inc | 209,529 | $13.7M | 0.01% | +124,352+146.0% | Added |
| Cubist Systematic Strategies, LLC | 212,789 | $13.9M | 0.20% | +173,768+445.3% | Added |
| Cerity Partners LLC | 217,535 | $14.2M | 0.02% | −13,973−6.0% | Reduced |
| Citigroup Inc | 226,770 | $14.8M | 0.01% | +167,817+284.7% | Added |
| STRS Ohio | 238,161 | $15.6M | 0.06% | −160,943−40.3% | Reduced |
| Wealth High Governance Capital Ltda | 240,000 | $15.7M | 4.51% | +116,000+93.5% | Added |
| Franklin Resources Inc | 240,461 | $15.7M | 0.00% | −19,070−7.3% | Reduced |
| Royal Bank of Canada | 242,300 | $15.9M | 0.00% | −47,999−16.5% | Reduced |
| Envestnet Asset Management Inc | 246,285 | $16.1M | 0.00% | +13,035+5.6% | Added |
| Quantinno Capital Management LP | 251,886 | $16.5M | 0.04% | +56,440+28.9% | Added |
| Raymond James Financial Inc | 267,395 | $17.5M | 0.01% | −26,224−8.9% | Reduced |
| Citadel Advisors LLC | 288,987 | $18.9M | 0.02% | −288,404−49.9% | Reduced |