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 |
|---|---|---|---|---|---|
| Infrastructure Capital Advisors, LLC | 0 | $0 | 0.00% | −5,193−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −4,573−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −4,323−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −4,071−100.0% | Sold out |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −4,008−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −3,948−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −3,756−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −3,311−100.0% | Sold out |
| Gitterman Wealth Management, LLC | 0 | $0 | 0.00% | −2,490−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −2,377−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −1,976−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −1,899−100.0% | Sold out |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −1,598−100.0% | Sold out |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −508−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −472−100.0% | Sold out |
| Atticus Wealth Management, LLC | 0 | $0 | 0.00% | −425−100.0% | Sold out |
| Pineridge Advisors LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −169−100.0% | Sold out |
| Total Investment Management Inc | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −132−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Olistico Wealth, LLC | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Smallwood Wealth Investment Management, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| Congress Wealth Management LLC | – | – | – | – | Not filed |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| Belmont Capital, LLC | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |