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 |
|---|---|---|---|---|---|
| Burgundy Asset Management Ltd. | 294,896 | $19.1M | 0.18% | −5,062−1.7% | Reduced |
| California Public Employees Retirement System | 294,445 | $19.3M | 0.01% | −16,063−5.2% | Reduced |
| Swiss National Bank | 299,900 | $19.6M | 0.01% | +4,300+1.5% | Added |
| Trexquant Investment LP | 305,790 | $20.0M | 0.21% | +191,542+167.7% | Added |
| Legal & General Group Plc | 320,523 | $21.0M | 0.00% | −21,458−6.3% | Reduced |
| Freestone Grove Partners LP | 321,604 | $21.0M | 0.16% | −321,245−50.0% | Reduced |
| Russell Investments Group, Ltd. | 328,909 | $21.5M | 0.02% | +104,847+46.8% | Added |
| Captrust Financial Advisors | 330,581 | $21.6M | 0.04% | −26,959−7.5% | Reduced |
| Ensign Peak Advisors, Inc | 332,349 | $21.7M | 0.04% | +287,960+648.7% | Added |
| Robotti Robert | 332,691 | $21.8M | 3.78% | −8,963−2.6% | Reduced |
| HRT Financial LP | 343,068 | $22.4M | 0.08% | +221,914+183.2% | Added |
| LPL Financial LLC | 359,803 | $23.5M | 0.01% | +2,455+0.7% | Added |
| Wells Fargo & Company | 364,934 | $23.9M | 0.00% | −23,198−6.0% | Reduced |
| First Trust Advisors LP | 368,474 | $24.1M | 0.02% | −31,349−7.8% | Reduced |
| Ameriprise Financial Inc | 385,040 | $25.2M | 0.01% | +37,269+10.7% | Added |
| UBS Asset Management Americas Inc | 399,658 | $26.1M | 0.01% | −187,927−32.0% | Reduced |
| Loomis Sayles & Co L P | 401,696 | $26.3M | 0.03% | +85,159+26.9% | Added |
| Private Capital Management, LLC | 418,639 | $27.4M | 2.53% | −3,030−0.7% | Reduced |
| Rhumbline Advisers | 426,770 | $27.9M | 0.02% | −4,481−1.0% | Reduced |
| AQR Capital Management LLC | 428,246 | $28.0M | 0.02% | +17,807+4.3% | Added |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 433,558 | $28.4M | 0.01% | 00.0% | Unchanged |
| GoodHaven Capital Management, LLC | 441,987 | $28.9M | 9.31% | −300−0.1% | Reduced |
| Retirement Systems of Alabama | 471,598 | $30.9M | 0.10% | −26,549−5.3% | Reduced |
| Hosking Partners LLP | 488,145 | $31.9M | 1.16% | −3,484−0.7% | Reduced |
| Invesco Ltd. | 498,311 | $32.6M | 0.01% | −1,063,544−68.1% | Reduced |
| Bamco Inc | 519,528 | $34.0M | 0.09% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 522,294 | $34.2M | 1.04% | +1,254+0.2% | Added |
| Mraz, Amerine & Associates, Inc. | 568,716 | $37.2M | 5.80% | −2,611−0.5% | Reduced |
| SEI Investments Co | 574,119 | $37.6M | 0.04% | +76,894+15.5% | Added |
| Qube Research & Technologies Ltd | 607,919 | $39.8M | 0.06% | −730,547−54.6% | Reduced |
| Deutsche Bank AG | 629,776 | $41.2M | 0.01% | +228,752+57.0% | Added |
| Victory Capital Management Inc | 651,216 | $42.6M | 0.03% | +462,546+245.2% | Added |
| Private Management Group Inc | 662,894 | $43.4M | 1.29% | −9,094−1.4% | Reduced |
| Moerus Capital Management LLC | 679,843 | $44.5M | 18.08% | +13,989+2.1% | Added |
| NewEdge Wealth, LLC | 909,803 | $49.1M | 0.70% | +128,255+16.4% | Added |
| Alyeska Investment Group, L.P. | 760,977 | $49.8M | 0.15% | +760,977 | New |
| Marshall Wace, LLP | 786,956 | $51.5M | 0.06% | +142,958+22.2% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 798,000 | $52.2M | 0.56% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 888,540 | $58.1M | 0.12% | +166,437+23.0% | Added |
| Nuveen, LLC | 947,478 | $62.0M | 0.02% | −43,631−4.4% | Reduced |
| UBS Group AG | 1,061,708 | $69.5M | 0.01% | +643,754+154.0% | Added |
| Charles Schwab Investment Management Inc | 1,150,374 | $75.3M | 0.01% | +16,593+1.5% | Added |
| Beck Mack & Oliver LLC | 1,267,280 | $82.9M | 1.51% | −16,074−1.3% | Reduced |
| Two Sigma Advisers, LP | 1,294,700 | $84.7M | 0.17% | +221,200+20.6% | Added |
| Two Sigma Investments, LP | 1,452,842 | $95.0M | 0.15% | −14,444−1.0% | Reduced |
| Northern Trust Corp | 1,459,321 | $95.5M | 0.01% | −2,176−0.1% | Reduced |
| Principal Financial Group Inc | 1,475,299 | $96.5M | 0.05% | −98,558−6.3% | Reduced |
| Federated Hermes, Inc. | 1,481,993 | $97.0M | 0.17% | +532,923+56.2% | Added |
| FMR LLC | 1,498,890 | $98.1M | 0.01% | +782,987+109.4% | Added |
| Barclays PLC | 1,528,999 | $100.0M | 0.04% | −144,725−8.6% | Reduced |
| Millennium Management LLC | 1,532,099 | $100.2M | 0.08% | +824,731+116.6% | Added |
| Bank of New York Mellon Corp | 1,570,296 | $102.7M | 0.02% | −17,727−1.1% | Reduced |
| Bank of America Corp | 1,777,169 | $116.3M | 0.01% | +88,384+5.2% | Added |
| Goldman Sachs Group Inc | 1,827,001 | $119.5M | 0.02% | +297,612+19.5% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,994,922 | $130.5M | 0.42% | +1,694+0.1% | Added |
| Fisher Asset Management, LLC | 2,115,548 | $138.4M | 0.05% | +32,708+1.6% | Added |
| Artemis Investment Management LLP | 2,379,579 | $155.7M | 1.94% | +1,087,393+84.2% | Added |
| Dimensional Fund Advisors LP | 2,578,420 | $168.7M | 0.04% | −354,322−12.1% | Reduced |
| First Pacific Advisors, LP | 2,580,283 | $168.8M | 2.33% | 00.0% | Unchanged |
| Morgan Stanley | 2,782,183 | $182.0M | 0.01% | −98,112−3.4% | Reduced |
| Geode Capital Management, LLC | 2,918,383 | $191.0M | 0.01% | +52,631+1.8% | Added |
| Eminence Capital, LP | 3,358,561 | $219.7M | 3.23% | +1,896,547+129.7% | Added |
| Massachusetts Mutual Life Insurance Co | 4,655,231 | $304.5M | 14.03% | 00.0% | Unchanged |
| State Street Corp | 4,827,277 | $315.8M | 0.01% | −9,870−0.2% | Reduced |
| JPMorgan Chase & Co | 4,986,012 | $326.2M | 0.02% | +487,858+10.8% | Added |
| Alliancebernstein L.P. | 5,775,465 | $377.8M | 0.12% | −919,378−13.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 7,353,399 | $466.9M | 0.75% | +363,219+5.2% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 9,247,081 | $604.9M | 10.61% | 00.0% | Unchanged |
| Vanguard Group Inc | 14,875,379 | $973.1M | 0.01% | −77,399−0.5% | Reduced |
| BlackRock, Inc. | 15,545,819 | $1.02B | 0.02% | +149,693+1.0% | Added |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −592,341−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −537,589−100.0% | Sold out |
| Kettle Hill Capital Management, LLC | 0 | $0 | 0.00% | −394,285−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −166,466−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −158,551−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −144,212−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −121,728−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −92,285−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −64,013−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −60,790−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −29,540−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −26,079−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −24,782−100.0% | Sold out |
| Secure Asset Management, LLC | 0 | $0 | 0.00% | −20,781−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −18,744−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −13,881−100.0% | Sold out |
| Roberts Capital Advisors, LLC | 0 | $0 | 0.00% | −12,594−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −12,035−100.0% | Sold out |
| Am Investment Strategies LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Altfest L J & Co Inc | 0 | $0 | 0.00% | −9,606−100.0% | Sold out |
| MorganRosel Wealth Management, LLC | 0 | $0 | 0.00% | −9,431−100.0% | Sold out |
| DnB Asset Management AS | 0 | $0 | 0.00% | −9,305−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −8,405−100.0% | Sold out |
| Monetary Management Group Inc | 0 | $0 | 0.00% | −8,300−100.0% | Sold out |
| Longfellow Investment Management Co LLC | 0 | $0 | 0.00% | −7,840−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −7,030−100.0% | Sold out |
| Net Worth Advisory Group | 0 | $0 | 0.00% | −7,002−100.0% | Sold out |
| Allianz SE | 0 | $0 | 0.00% | −6,919−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −5,841−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −5,706−100.0% | Sold out |