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 |
|---|---|---|---|---|---|
| Sanders Morris Harris LLC | 4,200 | $274.8K | 0.04% | 00.0% | Unchanged |
| Axq Capital, LP | 4,169 | $272.7K | 0.10% | +4,169 | New |
| Foundations Investment Advisors, LLC | 4,097 | $268.0K | 0.00% | +4,097 | New |
| SLT Holdings LLC | 4,050 | $265.0K | 0.17% | +4,050 | New |
| Man Group plc | 4,000 | $261.7K | 0.00% | −109,317−96.5% | Reduced |
| Huber Capital Management LLC | 4,000 | $261.7K | 0.04% | +4,000 | New |
| Essex Financial Services, Inc. | 3,953 | $258.6K | 0.02% | +246+6.6% | Added |
| Creekside Partners | 3,910 | $255.8K | 0.11% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 3,896 | $254.9K | 0.00% | +234+6.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 3,835 | $250.9K | 0.01% | −66−1.7% | Reduced |
| Brevan Howard Capital Management LP | 3,798 | $248.5K | 0.00% | −54,106−93.4% | Reduced |
| Stephens Inc | 3,777 | $247.1K | 0.00% | −576−13.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,776 | $247.0K | 0.00% | +3,776 | New |
| Prospera Financial Services Inc | 3,771 | $246.8K | 0.00% | −246−6.1% | Reduced |
| Profund Advisors LLC | 3,772 | $246.8K | 0.01% | +3,772 | New |
| Blankinship & Foster, LLC | 3,741 | $244.7K | 0.05% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 3,617 | $236.6K | 0.00% | +3,617 | New |
| Lewis Asset Management, LLC | 3,573 | $233.7K | 0.10% | +3,573 | New |
| CAPROCK Group, Inc. | 3,596 | $233.2K | 0.01% | +3,596 | New |
| Chicago Partners Investment Group LLC | 4,149 | $230.3K | 0.01% | +4,149 | New |
| NBC Securities, Inc. | 3,477 | $227.5K | 0.02% | +14+0.4% | Added |
| Hamilton Capital Partners Inc. | 3,473 | $227.2K | 0.01% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 3,359 | $219.7K | 0.01% | +3,359 | New |
| Ronald Blue Trust, Inc. | 3,271 | $214.0K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 3,255 | $212.9K | 0.09% | +3,255 | New |
| Ritholtz Wealth Management | 3,249 | $212.6K | 0.00% | −1,330−29.0% | Reduced |
| QRG Capital Management, Inc. | 3,247 | $212.4K | 0.00% | −20,732−86.5% | Reduced |
| Catalyst Funds Management Pty Ltd | 3,200 | $209.3K | 0.03% | +3,200 | New |
| Wedmont Private Capital | 3,525 | $208.3K | 0.01% | +3,525 | New |
| Assetmark, Inc | 3,153 | $206.3K | 0.00% | +527+20.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 3,112 | $203.6K | 0.01% | +3,112 | New |
| Creative Financial Designs Inc | 3,102 | $203.0K | 0.01% | +240+8.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 3,064 | $200.4K | 0.00% | +3,064 | New |
| Global Retirement Partners, LLC | 3,042 | $199.0K | 0.00% | +461+17.9% | Added |
| Newbridge Financial Services Group, Inc. | 2,900 | $189.7K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,746 | $179.6K | 0.00% | −585−17.6% | Reduced |
| Rockefeller Capital Management L.P. | 2,716 | $177.7K | 0.00% | +2,716 | New |
| Fifth Third Bancorp | 2,702 | $176.8K | 0.00% | −196−6.8% | Reduced |
| Old Point Trust & Financial Services N A | 2,592 | $169.6K | 0.05% | 00.0% | Unchanged |
| Colonial Trust Co | 2,578 | $168.7K | 0.02% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,564 | $168.0K | 0.02% | −3,204−55.5% | Reduced |
| HM Payson & Co | 2,500 | $163.6K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,261 | $147.9K | 0.01% | +386+20.6% | Added |
| Covestor Ltd | 2,204 | $144.0K | 0.08% | −1,267−36.5% | Reduced |
| Allworth Financial LP | 2,159 | $141.2K | 0.00% | +217+11.2% | Added |
| Private Wealth Asset Management, LLC | 2,040 | $133.5K | 0.02% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 2,031 | $132.9K | 0.03% | +2,031 | New |
| Danske Bank A/S | 1,900 | $124.3K | 0.00% | −792−29.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,872 | $122.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,825 | $119.4K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,723 | $112.7K | 0.02% | +1+0.1% | Added |
| VSM Wealth Advisory, LLC | 1,710 | $111.9K | 0.03% | −1,710−50.0% | Reduced |
| Hantz Financial Services, Inc. | 1,682 | $110.0K | 0.00% | +689+69.4% | Added |
| Versant Capital Management, Inc | 1,597 | $104.5K | 0.01% | +84+5.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,554 | $102.0K | 0.00% | +206+15.3% | Added |
| Nomura Asset Management Co Ltd | 1,520 | $99.4K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,431 | $93.6K | 0.01% | +1,431 | New |
| TD Private Client Wealth LLC | 1,394 | $91.2K | 0.00% | −102−6.8% | Reduced |
| Smartleaf Asset Management LLC | 1,364 | $90.9K | 0.01% | +422+44.8% | Added |
| Albion Financial Group | 1,260 | $82.4K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,260 | $82.4K | 0.00% | −130−9.4% | Reduced |
| IFP Advisors, Inc | 1,258 | $82.3K | 0.00% | +642+104.2% | Added |
| Huntington National Bank | 1,228 | $80.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,187 | $77.7K | 0.00% | −153−11.4% | Reduced |
| Tripletail Wealth Management, LLC | 1,140 | $68.8K | 0.08% | +1,140 | New |
| Bessemer Group Inc | 1,040 | $68.0K | 0.00% | +128+14.0% | Added |
| Harvest Fund Management Co., Ltd | 985 | $64.0K | 0.00% | +985 | New |
| Essential Partners LLC | 942 | $61.6K | 0.02% | +290+44.5% | Added |
| Washington Trust Advisors, Inc. | 932 | $61.0K | 0.00% | −300−24.4% | Reduced |
| Group One Trading, L.P. | 909 | $59.5K | 0.00% | +909 | New |
| Principal Securities, Inc. | 838 | $54.8K | 0.00% | +314+59.9% | Added |
| EverSource Wealth Advisors, LLC | 816 | $53.4K | 0.00% | −76−8.5% | Reduced |
| High Note Wealth, LLC | 807 | $52.8K | 0.01% | +35+4.5% | Added |
| Wealthspire Advisors, LLC | 765 | $50.0K | 0.00% | +765 | New |
| Rothschild Investment LLC | 741 | $48.5K | 0.00% | +191+34.7% | Added |
| Jones Financial Companies LLLP | 670 | $44.7K | 0.00% | +14+2.1% | Added |
| Eastern Bank | 679 | $44.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 667 | $43.6K | 0.00% | +78+13.2% | Added |
| Chilton Capital Management LLC | 550 | $36.0K | 0.00% | +550 | New |
| Bayforest Capital Ltd | 508 | $33.2K | 0.02% | −9,564−95.0% | Reduced |
| Alerus Financial NA | 498 | $32.6K | 0.00% | −80−13.8% | Reduced |
| Root Financial Partners, LLC | 463 | $30.3K | 0.00% | +463 | New |
| Parkside Financial Bank & Trust | 448 | $29.3K | 0.00% | −13−2.8% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 433 | $28.3K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 431 | $28.2K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 422 | $27.6K | 0.00% | +62+17.2% | Added |
| Westside Investment Management, Inc. | 421 | $27.5K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 395 | $25.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 370 | $24.2K | 0.00% | +370 | New |
| Rise Advisors, LLC | 365 | $23.9K | 0.01% | +2+0.6% | Added |
| Larson Financial Group LLC | 364 | $23.8K | 0.00% | +174+91.6% | Added |
| Deseret Mutual Benefit Administrators | 362 | $23.7K | 0.01% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 340 | $22.2K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 335 | $21.9K | 0.00% | −8,363−96.1% | Reduced |
| Clearstead Advisors, LLC | 326 | $21.3K | 0.00% | −11−3.3% | Reduced |
| GHP Investment Advisors, Inc. | 320 | $20.9K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 300 | $19.6K | 0.01% | −7−2.3% | Reduced |
| Trust Co of Vermont | 300 | $19.6K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 263 | $17.0K | 0.00% | +25+10.5% | Added |
| Central Trust Co | 250 | $16.4K | 0.00% | −40−13.8% | Reduced |