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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 33,575 | $2.20M | 0.01% | +7,605+29.3% | Added |
| Oregon Public Employees Retirement Fund | 33,187 | $2.17M | 0.03% | −200−0.6% | Reduced |
| New Mexico Educational Retirement Board | 33,119 | $2.17M | 0.07% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 32,737 | $2.14M | 0.04% | +32,737 | New |
| Radnor Capital Management, LLC | 32,630 | $2.13M | 0.32% | −190−0.6% | Reduced |
| Fox Run Management, L.L.C. | 32,316 | $2.11M | 0.33% | +32,316 | New |
| KLP Kapitalforvaltning AS | 32,300 | $2.11M | 0.01% | +600+1.9% | Added |
| Gradient Investments LLC | 32,165 | $2.10M | 0.04% | −4,445−12.1% | Reduced |
| HSBC Holdings PLC | 31,993 | $2.08M | 0.00% | −3,736−10.5% | Reduced |
| Walleye Trading LLC | 31,784 | $2.08M | 0.03% | +31,784 | New |
| Susquehanna International Group, LLP | 31,677 | $2.07M | 0.00% | −29,060−47.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 30,632 | $2.00M | 0.01% | −24−0.1% | Reduced |
| M&T Bank Corp | 30,601 | $2.00M | 0.01% | −3,504−10.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,057 | $1.97M | 0.00% | +989+3.4% | Added |
| Intrinsic Value Partners, LLC | 29,621 | $1.94M | 1.57% | −252−0.8% | Reduced |
| US Bancorp | 29,570 | $1.93M | 0.00% | +225+0.8% | Added |
| Pathstone Holdings, LLC | 29,054 | $1.90M | 0.01% | −160−0.5% | Reduced |
| Wellington Shields Capital Management, LLC | 28,900 | $1.89M | 0.29% | 00.0% | Unchanged |
| Connective Capital Management, LLC | 28,154 | $1.84M | 1.69% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 27,913 | $1.83M | 0.02% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 27,011 | $1.77M | 0.02% | −3,266−10.8% | Reduced |
| DRW Securities, LLC | 26,864 | $1.76M | 0.09% | −40,587−60.2% | Reduced |
| Mercer Global Advisors Inc | 26,775 | $1.75M | 0.00% | −4,061−13.2% | Reduced |
| Evelyn Partners Investment Management LLP | 26,741 | $1.75M | 0.05% | −247−0.9% | Reduced |
| Neuberger Berman Group LLC | 26,456 | $1.73M | 0.00% | +52+0.2% | Added |
| Harbour Capital Advisors, LLC | 29,265 | $1.73M | 0.35% | −2,605−8.2% | Reduced |
| MBM Wealth Consultants, LLC | 26,395 | $1.73M | 0.43% | −4,704−15.1% | Reduced |
| Quest Partners LLC | 26,004 | $1.70M | 0.11% | +23,474+927.8% | Added |
| Utah Retirement Systems | 25,267 | $1.65M | 0.02% | −2,303−8.4% | Reduced |
| Prescott Group Capital Management, L.L.C. | 25,000 | $1.64M | 0.17% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 24,743 | $1.62M | 0.09% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 24,653 | $1.61M | 0.01% | −288−1.2% | Reduced |
| Cresset Asset Management, LLC | 24,437 | $1.60M | 0.01% | −168−0.7% | Reduced |
| Nicholas Company, Inc. | 24,380 | $1.59M | 0.03% | +24,380 | New |
| Quantbot Technologies LP | 24,175 | $1.58M | 0.04% | +817+3.5% | Added |
| JustInvest LLC | 23,826 | $1.56M | 0.02% | −448−1.8% | Reduced |
| Dean Capital Management | 23,200 | $1.52M | 0.59% | +23,200 | New |
| Tiaa Trust, National Association | 23,131 | $1.51M | 0.00% | +136+0.6% | Added |
| Mackenzie Financial Corp | 22,924 | $1.50M | 0.00% | −167−0.7% | Reduced |
| Verition Fund Management LLC | 22,515 | $1.47M | 0.01% | −2,857−11.3% | Reduced |
| Summit Financial, LLC | 22,307 | $1.46M | 0.02% | +142+0.6% | Added |
| Aquatic Capital Management LLC | 22,199 | $1.45M | 0.03% | −51,113−69.7% | Reduced |
| Dark Forest Capital Management LP | 22,148 | $1.45M | 0.05% | +15,663+241.5% | Added |
| Dynamic Technology Lab Private Ltd | 21,990 | $1.44M | 0.24% | +21,990 | New |
| Oxford Asset Management LLP | 21,913 | $1.43M | 0.47% | +497+2.3% | Added |
| Pacer Advisors, Inc. | 21,861 | $1.43M | 0.00% | +11,963+120.9% | Added |
| Pictet Asset Management Holding SA | 21,729 | $1.42M | 0.00% | −661−3.0% | Reduced |
| Gotham Asset Management, LLC | 21,410 | $1.40M | 0.01% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 21,390 | $1.40M | 0.65% | +1,084+5.3% | Added |
| Xponance, Inc. | 21,357 | $1.40M | 0.01% | +119+0.6% | Added |
| VestGen Advisors, LLC | 21,122 | $1.38M | 0.05% | −946−4.3% | Reduced |
| Brian Low Financial Group, LLC | 20,763 | $1.36M | 1.05% | +20,763 | New |
| Teacher Retirement System of Texas | 20,267 | $1.33M | 0.01% | −10,615−34.4% | Reduced |
| Joel Isaacson & Co., LLC | 19,835 | $1.30M | 0.05% | +4,810+32.0% | Added |
| SG Americas Securities, LLC | 19,705 | $1.29M | 0.00% | −15,595−44.2% | Reduced |
| Bank of Montreal | 19,491 | $1.28M | 0.00% | −1,398−6.7% | Reduced |
| Sanctuary Advisors, LLC | 19,246 | $1.26M | 0.01% | +1,135+6.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 19,070 | $1.25M | 0.01% | −861−4.3% | Reduced |
| Bard Financial Services, Inc. | 19,050 | $1.25M | 0.14% | −1,125−5.6% | Reduced |
| AMG National Trust Bank | 18,788 | $1.23M | 0.03% | +123+0.7% | Added |
| Citadel Investment Advisory, Inc. | 18,420 | $1.21M | 0.55% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 18,036 | $1.18M | 0.05% | +18,036 | New |
| LSV Asset Management | 18,000 | $1.18M | 0.00% | −468,300−96.3% | Reduced |
| State of Alaska, Department of Revenue | 17,978 | $1.18M | 0.01% | −351−1.9% | Reduced |
| Simplex Trading, LLC | 17,777 | $1.16M | 0.03% | +16,867+1,853.5% | Added |
| NorthCrest Asset Manangement, LLC | 19,091 | $1.13M | 0.03% | +749+4.1% | Added |
| Summit Trail Advisors, LLC | 17,162 | $1.12M | 0.02% | +11,844+222.7% | Added |
| Banque Pictet & Cie SA | 16,997 | $1.11M | 0.01% | +6,221+57.7% | Added |
| Blair William & Co | 16,960 | $1.11M | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 15,811 | $1.03M | 0.03% | +206+1.3% | Added |
| Thoma Capital Management LLC | 15,524 | $1.02M | 0.58% | +834+5.7% | Added |
| Harbor Advisors LLC | 15,000 | $981.3K | 0.15% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 15,000 | $981.3K | 0.06% | +15,000 | New |
| King Luther Capital Management Corp | 14,671 | $959.8K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 14,534 | $950.8K | 0.37% | −10,000−40.8% | Reduced |
| Redmont Wealth Advisors LLC | 14,499 | $948.5K | 1.32% | −742−4.9% | Reduced |
| Jefferies Financial Group Inc. | 14,475 | $947.0K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 14,405 | $942.4K | 0.00% | −11,293−43.9% | Reduced |
| Catalyst Financial Partners LLC | 14,370 | $940.1K | 0.11% | +20+0.1% | Added |
| Fieldview Capital Management, LLC | 14,332 | $937.6K | 0.15% | +14,332 | New |
| Ancora Advisors, LLC | 14,175 | $927.3K | 0.02% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 13,753 | $899.7K | 0.01% | +645+4.9% | Added |
| National Bank of Canada | 13,463 | $880.7K | 0.00% | −82,579−86.0% | Reduced |
| Coldstream Capital Management Inc | 13,261 | $867.5K | 0.01% | −58−0.4% | Reduced |
| Truist Financial Corp | 13,108 | $857.5K | 0.00% | −55,729−81.0% | Reduced |
| Silvercrest Asset Management Group LLC | 13,026 | $852.2K | 0.01% | +151+1.2% | Added |
| Public Employees Retirement Association of Colorado | 12,896 | $844.0K | 0.00% | −4,032−23.8% | Reduced |
| Lecap Asset Management Ltd | 12,569 | $822.3K | 0.29% | −12,015−48.9% | Reduced |
| KWMG, LLC | 12,479 | $816.4K | 0.07% | −477−3.7% | Reduced |
| Ieq Capital, LLC | 12,457 | $814.9K | 0.00% | −5,108−29.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 12,441 | $813.9K | 0.00% | +11,432+1,133.0% | Added |
| Securian Asset Management, Inc | 12,343 | $807.5K | 0.02% | −29−0.2% | Reduced |
| Ofi Invest Asset Management | 14,483 | $806.4K | 0.02% | −4,504−23.7% | Reduced |
| Crossmark Global Holdings, Inc. | 12,074 | $789.9K | 0.01% | −399−3.2% | Reduced |
| Bank of Nova Scotia | 11,954 | $782.1K | 0.00% | +11,954 | New |
| Alpine Woods Capital Investors, LLC | 11,851 | $775.3K | 0.18% | +11,851 | New |
| Voleon Capital Management LP | 11,499 | $752.3K | 0.02% | +11,499 | New |
| Entropy Technologies, LP | 11,484 | $751.3K | 0.06% | +11,484 | New |
| SRS Capital Advisors, Inc. | 11,322 | $740.7K | 0.01% | +10,344+1,057.7% | Added |
| Farther Finance Advisors, LLC | 11,303 | $739.4K | 0.01% | +1,371+13.8% | Added |