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 |
|---|---|---|---|---|---|
| Connable Office Inc | 11,200 | $732.7K | 0.07% | 00.0% | Unchanged |
| Chou Associates Management Inc.SuperinvestorChou Associates | 10,987 | $718.8K | 0.35% | 00.0% | Unchanged |
| Sylvest Advisors, LLC | 10,902 | $713.2K | 0.38% | −492−4.3% | Reduced |
| Storebrand Asset Management AS | 10,645 | $696.4K | 0.00% | −11,025−50.9% | Reduced |
| Parallel Advisors, LLC | 10,546 | $689.9K | 0.01% | +187+1.8% | Added |
| Equitable Trust Co | 10,365 | $678.1K | 0.03% | −525−4.8% | Reduced |
| Lynx Capital Group Ltd | 10,000 | $654.2K | 0.30% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 9,970 | $652.2K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 9,807 | $642.0K | 0.00% | +1,932+24.5% | Added |
| Northwestern Mutual Wealth Management Co | 9,666 | $632.4K | 0.00% | +2,086+27.5% | Added |
| Simmons Bank | 9,535 | $623.8K | 0.04% | −337−3.4% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,526 | $623.2K | 0.07% | +66+0.7% | Added |
| Vident Advisory, LLC | 9,437 | $617.4K | 0.01% | −115−1.2% | Reduced |
| Pinnacle Associates Ltd | 9,237 | $604.3K | 0.01% | +20.0% | Added |
| Point72 (DIFC) Ltd | 9,106 | $595.7K | 0.04% | −4,294−32.0% | Reduced |
| Umb Bank N A | 8,850 | $579.0K | 0.01% | −14−0.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 8,750 | $572.4K | 0.15% | −200−2.2% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 8,652 | $566.0K | 0.12% | 00.0% | Unchanged |
| Ethic Inc. | 8,527 | $557.9K | 0.01% | −450−5.0% | Reduced |
| Maryland State Retirement & Pension System | 8,158 | $533.7K | 0.01% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 8,002 | $523.5K | 0.22% | −4,231−34.6% | Reduced |
| Arnhold LLC | 8,000 | $523.4K | 0.04% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 7,864 | $517.0K | 0.00% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 7,885 | $515.8K | 0.02% | −14,398−64.6% | Reduced |
| 111 Capital | 7,744 | $506.6K | 0.10% | +7,744 | New |
| Meeder Advisory Services, Inc. | 7,700 | $503.7K | 0.02% | −30.0% | Reduced |
| HighPoint Advisor Group LLC | 7,698 | $503.6K | 0.02% | +1,095+16.6% | Added |
| Tower Research Capital LLC (TRC) | 7,620 | $498.5K | 0.01% | −4,028−34.6% | Reduced |
| EntryPoint Capital, LLC | 7,598 | $497.1K | 0.19% | −1,583−17.2% | Reduced |
| Alteri Wealth LLC | 7,568 | $495.1K | 0.17% | 00.0% | Unchanged |
| Crewe Advisors LLC | 7,546 | $493.7K | 0.05% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 7,500 | $490.6K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 7,421 | $485.5K | 0.00% | −84,963−92.0% | Reduced |
| Buckingham Strategic Partners | 8,398 | $484.1K | 0.01% | +8,398 | New |
| Daiwa Securities Group Inc. | 7,327 | $479.0K | 0.00% | +7,327 | New |
| Forum Financial Management, LP | 7,234 | $473.2K | 0.01% | +371+5.4% | Added |
| Swiss Life Asset Management Ltd | 7,215 | $472.0K | 0.00% | +3,223+80.7% | Added |
| Sterling Capital Management LLC | 7,211 | $471.7K | 0.01% | −548−7.1% | Reduced |
| ProShare Advisors LLC | 7,018 | $459.1K | 0.00% | −207−2.9% | Reduced |
| Shay Capital LLC | 7,000 | $457.9K | 0.08% | +7,000 | New |
| Atomi Financial Group, Inc. | 6,975 | $456.3K | 0.01% | +987+16.5% | Added |
| NorthRock Partners, LLC | 6,866 | $449.2K | 0.01% | −632−8.4% | Reduced |
| Cooper Financial Group | 6,823 | $446.3K | 0.05% | +42+0.6% | Added |
| Merit Financial Group, LLC | 6,687 | $437.5K | 0.00% | +686+11.4% | Added |
| CIBC Asset Management Inc | 6,649 | $435.0K | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 6,545 | $428.2K | 0.00% | +357+5.8% | Added |
| SummitTX Capital, L.P. | 6,507 | $425.7K | 0.02% | +6,507 | New |
| Maple Capital Management, Inc. | 6,449 | $421.9K | 0.03% | +133+2.1% | Added |
| Country Club Bank | 6,200 | $413.3K | 0.02% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 6,312 | $412.9K | 0.02% | +6,312 | New |
| Aster Capital Management (DIFC) Ltd | 6,247 | $408.7K | 0.21% | +3,031+94.2% | Added |
| Hilltop Holdings Inc. | 6,214 | $406.5K | 0.02% | +433+7.5% | Added |
| Resources Investment Advisors, LLC. | 6,197 | $405.4K | 0.00% | +1,160+23.0% | Added |
| Atria Investments LLC | 6,112 | $399.9K | 0.00% | +595+10.8% | Added |
| Mattson Financial Services, LLC | 6,079 | $397.7K | 0.10% | −193−3.1% | Reduced |
| Aspiriant, LLC | 6,073 | $397.3K | 0.01% | −31−0.5% | Reduced |
| Daymark Wealth Partners, LLC | 6,046 | $395.5K | 0.01% | +31+0.5% | Added |
| Searle & Co. | 6,000 | $392.5K | 0.10% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 6,000 | $392.5K | 0.05% | 00.0% | Unchanged |
| Greenleaf Trust | 5,988 | $391.7K | 0.00% | +44+0.7% | Added |
| PFG Investments, LLC | 5,930 | $387.9K | 0.02% | +16+0.3% | Added |
| Journey Strategic Wealth LLC | 5,926 | $387.7K | 0.01% | +46+0.8% | Added |
| Janney Montgomery Scott LLC | 5,887 | $385.0K | 0.00% | −438−6.9% | Reduced |
| Farringdon Capital, Ltd. | 5,863 | $383.6K | 0.10% | −22,576−79.4% | Reduced |
| Kingsview Wealth Management, LLC | 5,845 | $382.4K | 0.01% | −206−3.4% | Reduced |
| Shelton Capital Management | 5,830 | $381.4K | 0.01% | 00.0% | Unchanged |
| Apexium Financial, LP | 5,814 | $380.3K | 0.02% | −1,549−21.0% | Reduced |
| Advisory Services Network, LLC | 5,810 | $380.1K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 5,770 | $377.5K | 0.03% | +23+0.4% | Added |
| Insigneo Advisory Services, LLC | 5,690 | $372.2K | 0.03% | +579+11.3% | Added |
| Evergreen Capital Management LLC | 5,648 | $369.5K | 0.01% | +5,648 | New |
| Cambridge Investment Research Advisors, Inc. | 5,627 | $368.0K | 0.00% | +254+4.7% | Added |
| Whitener Capital Management, Inc. | 5,615 | $367.3K | 0.09% | +70+1.3% | Added |
| Toroso Investments, LLC | 5,608 | $366.9K | 0.00% | −11,804−67.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,858 | $365.7K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 5,524 | $361.4K | 0.04% | −170−3.0% | Reduced |
| Punch & Associates Investment Management, Inc. | 5,495 | $359.5K | 0.02% | +220+4.2% | Added |
| Pure Financial Advisors, Inc. | 5,440 | $355.9K | 0.01% | −61−1.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 5,423 | $354.8K | 0.01% | +469+9.5% | Added |
| M.E. Allison & Co., Inc. | 5,400 | $353.3K | 0.25% | 00.0% | Unchanged |
| Sender Co & Partners, Inc. | 5,180 | $338.9K | 0.13% | +5,180 | New |
| MKT Advisors LLC | 5,275 | $334.9K | 0.12% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 5,066 | $331.4K | 0.00% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 4,974 | $325.4K | 0.10% | +4,974 | New |
| Signaturefd, LLC | 4,864 | $318.2K | 0.01% | +22+0.5% | Added |
| Empowered Funds, LLC | 4,844 | $316.9K | 0.00% | +4,844 | New |
| Everence Capital Management Inc | 4,831 | $316.0K | 0.02% | −1,429−22.8% | Reduced |
| Syon Capital LLC | 4,792 | $313.5K | 0.02% | +4,792 | New |
| Pallas Capital Advisors LLC | 4,742 | $310.2K | 0.01% | −864−15.4% | Reduced |
| Vise Technologies, Inc. | 4,697 | $307.3K | 0.01% | +658+16.3% | Added |
| Vestor Capital, LLC | 4,646 | $304.0K | 0.02% | +2,324+100.1% | Added |
| Harbour Investments, Inc. | 4,551 | $297.7K | 0.01% | +125+2.8% | Added |
| Checchi Capital Advisers, LLC | 4,530 | $296.4K | 0.02% | −34−0.7% | Reduced |
| Paradigm Financial Partners, LLC | 4,480 | $293.1K | 0.03% | 00.0% | Unchanged |
| Sage Capital Management, LLC | 4,469 | $292.4K | 0.13% | +27+0.6% | Added |
| Integrated Advisors Network LLC | 4,368 | $285.8K | 0.01% | +4,368 | New |
| Qsemble Capital Management, LP | 4,341 | $284.0K | 0.03% | +4,341 | New |
| Headlands Technologies LLC | 4,315 | $282.3K | 0.02% | −3,942−47.7% | Reduced |
| XTX Topco Ltd | 4,261 | $278.8K | 0.01% | +4,261 | New |
| Krilogy Financial LLC | 5,133 | $276.8K | 0.01% | +5,133 | New |