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 |
|---|---|---|---|---|---|
| BW Gestao de Investimentos Ltda. | 160,000 | $10.5M | 0.79% | +84,000+110.5% | Added |
| Shapiro Capital Management LLC | 153,100 | $10.0M | 0.43% | −600−0.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 148,843 | $9.74M | 0.04% | +148,843 | New |
| Schonfeld Strategic Advisors LLC | 146,689 | $9.60M | 0.07% | +134,344+1,088.2% | Added |
| California State Teachers Retirement System | 145,826 | $9.54M | 0.01% | +3,330+2.3% | Added |
| Lafayette Investments, Inc. | 138,052 | $9.03M | 1.73% | −758−0.5% | Reduced |
| Great West Life Assurance Co | 134,029 | $8.95M | 0.01% | +2,376+1.8% | Added |
| Boston Partners | 129,861 | $8.49M | 0.01% | −11,572−8.2% | Reduced |
| Gabelli Funds LLC | 128,510 | $8.41M | 0.06% | −200−0.2% | Reduced |
| Manufacturers Life Insurance Company, The | 128,012 | $8.37M | 0.01% | +23,933+23.0% | Added |
| Price T Rowe Associates Inc | 126,977 | $8.31M | 0.00% | +8,214+6.9% | Added |
| Poehling Capital Management, LLC | 123,817 | $8.10M | 1.70% | −528−0.4% | Reduced |
| Waterfront Wealth Inc. | 146,135 | $8.03M | 1.64% | −330.0% | Reduced |
| State of Wisconsin Investment Board | 121,158 | $7.93M | 0.02% | −230.0% | Reduced |
| Amundi | 123,146 | $7.53M | 0.00% | −102,879−45.5% | Reduced |
| KBC Group NV | 107,347 | $7.02M | 0.02% | +94+0.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 116,606 | $6.89M | 0.01% | −26,863−18.7% | Reduced |
| Kera Capital Partners, Inc. | 104,675 | $6.85M | 1.03% | +10,249+10.9% | Added |
| HighTower Advisors, LLC | 100,999 | $6.61M | 0.01% | +61,630+156.5% | 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 |
| Susquehanna Portfolio Strategies, LLC | 98,966 | $6.47M | 0.10% | +20,866+26.7% | Added |
| Brandywine Global Investment Management, LLC | 98,801 | $6.46M | 0.04% | −1,180−1.2% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 97,597 | $6.38M | 0.03% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 95,580 | $6.25M | 0.01% | −57,092−37.4% | Reduced |
| 1492 Capital Management LLC | 93,443 | $6.11M | 2.47% | +5,790+6.6% | Added |
| Prana Capital Management, LP | 92,194 | $6.03M | 0.20% | +19,413+26.7% | Added |
| Acadian Asset Management LLC | 92,236 | $6.03M | 0.01% | +56,069+155.0% | Added |
| Lee Danner & Bass Inc | 91,051 | $5.96M | 0.43% | −6,639−6.8% | Reduced |
| MetLife Investment Management | 89,543 | $5.86M | 0.03% | −2,888−3.1% | Reduced |
| Ervin Investment Management, LLC | 86,698 | $5.67M | 3.25% | −3,447−3.8% | Reduced |
| Commerce Bank | 85,289 | $5.58M | 0.03% | −411−0.5% | Reduced |
| Laurion Capital Management LP | 82,675 | $5.41M | 0.74% | +32,582+65.0% | Added |
| D. E. Shaw & Co., Inc. | 82,242 | $5.38M | 0.00% | −107,285−56.6% | Reduced |
| Insight Wealth Strategies, LLC | 81,769 | $5.35M | 0.63% | −425−0.5% | Reduced |
| ExodusPoint Capital Management, LP | 81,020 | $5.30M | 0.07% | −269,248−76.9% | Reduced |
| Mutual of America Capital Management LLC | 76,212 | $4.99M | 0.05% | −4,819−5.9% | Reduced |
| Amalgamated Bank | 75,810 | $4.96M | 0.04% | +1,056+1.4% | Added |
| Gateway Investment Advisers LLC | 75,501 | $4.94M | 0.05% | +6,212+9.0% | Added |
| Interval Partners, LP | 74,094 | $4.85M | 0.10% | +74,094 | New |
| The PNC Financial Services Group, Inc. | 74,084 | $4.85M | 0.00% | +551+0.7% | Added |
| Nisa Investment Advisors, LLC | 72,552 | $4.75M | 0.02% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 71,304 | $4.66M | 0.00% | +19,067+36.5% | Added |
| New York State Common Retirement Fund | 70,837 | $4.63M | 0.01% | −7,600−9.7% | Reduced |
| Stifel Financial Corp | 69,302 | $4.53M | 0.00% | −8,014−10.4% | Reduced |
| Treasurer of the State of North Carolina | 68,836 | $4.50M | 0.01% | −2,682−3.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 68,223 | $4.46M | 0.04% | +9,685+16.5% | Added |
| Intech Investment Management LLC | 67,581 | $4.42M | 0.04% | −226,854−77.0% | Reduced |
| Janus Henderson Group PLC | 67,014 | $4.38M | 0.00% | −241,917−78.3% | Reduced |
| Comerica Bank | 65,729 | $4.30M | 0.02% | −2,284−3.4% | Reduced |
| State of Tennessee, Treasury Department | 64,357 | $4.21M | 0.01% | −4,500−6.5% | Reduced |
| Boston Common Asset Management, LLC | 61,317 | $4.01M | 0.11% | +61,317 | New |
| Cinctive Capital Management LP | 61,021 | $3.99M | 0.20% | −72,216−54.2% | Reduced |
| Caxton Associates LLP | 60,456 | $3.96M | 0.11% | +24,449+67.9% | Added |
| CIBC Private Wealth Group, LLC | 58,744 | $3.84M | 0.01% | +542+0.9% | Added |
| Gsa Capital Partners LLP | 57,621 | $3.77M | 0.31% | +37,530+186.8% | Added |
| Davidson Capital Management Inc. | 55,337 | $3.62M | 0.81% | −386−0.7% | Reduced |
| Edgestream Partners, L.P. | 55,269 | $3.62M | 0.11% | +6,576+13.5% | Added |
| Advisor Group Holdings, Inc. | 54,198 | $3.58M | 0.01% | +10,909+25.2% | Added |
| Creative Planning | 54,268 | $3.55M | 0.00% | +6,841+14.4% | Added |
| Yousif Capital Management, LLC | 54,222 | $3.55M | 0.04% | −3,348−5.8% | Reduced |
| ACR Alpine Capital Research, LLC | 53,352 | $3.49M | 0.06% | +72+0.1% | Added |
| Tocqueville Asset Management L.P. | 53,019 | $3.47M | 0.05% | −15,865−23.0% | Reduced |
| First Wilshire Securities Management Inc | 52,259 | $3.42M | 0.91% | −723−1.4% | Reduced |
| Mariner, LLC | 51,246 | $3.35M | 0.00% | +26,592+107.9% | Added |
| State of New Jersey Common Pension Fund D | 50,643 | $3.31M | 0.01% | +2,416+5.0% | Added |
| Teachers Retirement System of the State of Kentucky | 50,535 | $3.31M | 0.03% | 00.0% | Unchanged |
| Voya Investment Management LLC | 50,453 | $3.30M | 0.00% | +21,085+71.8% | Added |
| IMC-Chicago, LLC | 49,889 | $3.26M | 0.06% | +34,251+219.0% | Added |
| Ameritas Investment Partners, Inc. | 48,489 | $3.17M | 0.10% | −2,253−4.4% | Reduced |
| Prudential Financial Inc | 48,083 | $3.15M | 0.00% | −1,155−2.3% | Reduced |
| Ci Investments Inc. | 47,945 | $3.14M | 0.01% | +38,891+429.5% | Added |
| Public Employees Retirement System of Ohio | 47,833 | $3.13M | 0.01% | +297+0.6% | Added |
| Condor Capital Management | 47,765 | $3.12M | 0.26% | −143−0.3% | Reduced |
| CI Private Wealth, LLC | 47,364 | $3.10M | 0.00% | −52,967−52.8% | Reduced |
| Louisiana State Employees Retirement System | 45,900 | $3.00M | 0.05% | +100+0.2% | Added |
| Arizona State Retirement System | 45,780 | $2.99M | 0.02% | +635+1.4% | Added |
| Dean Investment Associates, LLC | 45,308 | $2.96M | 0.42% | +45,308 | New |
| Cetera Investment Advisers | 44,641 | $2.92M | 0.00% | +14,991+50.6% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 44,473 | $2.91M | 0.00% | +15,985+56.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 42,353 | $2.77M | 0.01% | +488+1.2% | Added |
| Thrivent Financial for Lutherans | 42,121 | $2.76M | 0.01% | −83,894−66.6% | Reduced |
| Wedge Capital Management L L P | 41,333 | $2.70M | 0.05% | −7,803−15.9% | Reduced |
| Handelsbanken Fonder AB | 41,303 | $2.70M | 0.01% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 41,243 | $2.70M | 0.09% | +127+0.3% | Added |
| Segall Bryant & Hamill, LLC | 41,064 | $2.69M | 0.04% | −5,000−10.9% | Reduced |
| Safeguard Investment Advisory Group, LLC | 39,437 | $2.58M | 0.64% | 00.0% | Unchanged |
| State of Michigan Retirement System | 39,316 | $2.57M | 0.01% | +100+0.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 38,449 | $2.52M | 0.06% | +26,600+224.5% | Added |
| Worldquant Millennium Advisors LLC | 37,853 | $2.48M | 0.01% | +37,853 | New |
| Brinker Capital Investments, LLC | 37,393 | $2.45M | 0.02% | +1,502+4.2% | Added |
| Wittenberg Investment Management, Inc. | 37,274 | $2.44M | 0.97% | −300−0.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 36,784 | $2.41M | 0.03% | +404+1.1% | Added |
| Moors & Cabot, Inc. | 36,175 | $2.37M | 0.10% | −5,462−13.1% | Reduced |
| Intrepid Capital Management Inc | 36,012 | $2.36M | 0.93% | 00.0% | Unchanged |
| Advisory Research Inc | 35,660 | $2.33M | 0.31% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 35,266 | $2.31M | 0.00% | −20,792−37.1% | Reduced |
| SWP Investment Management LLC | 34,916 | $2.28M | 2.25% | +34,916 | New |
| Natixis Advisors, L.P. | 34,708 | $2.27M | 0.00% | +1,534+4.6% | Added |
| Tudor Investment Corp Et Al | 34,505 | $2.26M | 0.01% | −352,316−91.1% | Reduced |