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 |
|---|---|---|---|---|---|
| North Star Investment Management Corp. | 240 | $15.7K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 240 | $15.7K | 0.00% | +240 | New |
| Salomon & Ludwin, LLC | 236 | $14.7K | 0.00% | +236 | New |
| MAI Capital Management | 225 | $14.7K | 0.00% | −291−56.4% | Reduced |
| New England Capital Financial Advisors LLC | 203 | $13.3K | 0.01% | +1+0.5% | Added |
| TSFG, LLC | 205 | $13.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 201 | $12.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 184 | $12.0K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 181 | $11.8K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 174 | $11.4K | 0.00% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 170 | $11.1K | 0.00% | +170 | New |
| Fortitude Family Office, LLC | 160 | $10.5K | 0.00% | +2+1.3% | Added |
| Quarry LP | 142 | $9.29K | 0.00% | −756−84.2% | Reduced |
| True Wealth Design, LLC | 138 | $9.03K | 0.00% | +57+70.4% | Added |
| Farmers & Merchants Investments Inc | 136 | $8.90K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 112 | $7.33K | 0.00% | +112 | New |
| Brown Brothers Harriman & Co | 106 | $6.93K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 104 | $6.80K | 0.00% | −94−47.5% | Reduced |
| Bruce G. Allen Investments, LLC | 103 | $6.74K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 120 | $6.34K | 0.00% | +47+64.4% | Added |
| Cedar Wealth Management, LLC | 88 | $5.77K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 76 | $4.97K | 0.00% | +76 | New |
| Bare Financial Services, Inc | 74 | $4.84K | 0.00% | −12−14.0% | Reduced |
| Manchester Capital Management LLC | 67 | $4.38K | 0.00% | −7−9.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 64 | $4.19K | 0.00% | +64 | New |
| Caitlin John, LLC | 62 | $4.05K | 0.00% | +62 | New |
| WealthCollab, LLC | 57 | $3.73K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 55 | $3.60K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 55 | $3.60K | 0.00% | +55 | New |
| South State Corp. | 52 | $3.40K | 0.00% | −5−8.8% | Reduced |
| Palisade Asset Management, LLC | 50 | $3.27K | 0.00% | +50 | New |
| Private Wealth Management Group, LLC | 48 | $3.14K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 40 | $2.59K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 38 | $2.50K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 38 | $2.49K | 0.00% | +38 | New |
| Sachetta, LLC | 35 | $2.29K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 35 | $2.29K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 36 | $2.01K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 33 | $2.00K | 0.00% | +33 | New |
| Bell Investment Advisors, Inc | 30 | $1.96K | 0.00% | −93−75.6% | Reduced |
| Guerra Advisors Inc | 30 | $1.96K | 0.00% | +30 | New |
| Cromwell Holdings LLC | 28 | $1.83K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 25 | $1.64K | 0.00% | +4+19.0% | Added |
| SBI Securities Co., Ltd. | 25 | $1.64K | 0.00% | +6+31.6% | Added |
| SJS Investment Consulting Inc. | 21 | $1.37K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 20 | $1.31K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 20 | $1.31K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 18 | $1.14K | 0.00% | +18 | New |
| Financial Network Wealth Advisors LLC | 16 | $1.05K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 16 | $1.05K | 0.00% | +9+128.6% | Added |
| Avion Wealth | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 15 | $982 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 12 | $786 | 0.00% | +12 | New |
| Financial Management Professionals, Inc. | 12 | $785 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 12 | $785 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 12 | $785 | 0.00% | +4+50.0% | Added |
| DecisionPoint Financial, LLC | 12 | $762 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 11 | $720 | 0.00% | +10+1,000.0% | Added |
| Kilter Group LLC | 10 | $655 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 9 | $589 | 0.00% | +3+50.0% | Added |
| American Capital Advisory, LLC | 8 | $524 | 0.00% | −2−20.0% | Reduced |
| Bogart Wealth, LLC | 8 | $523 | 0.00% | +8 | New |
| Tortoise Investment Management, LLC | 7 | $458 | 0.00% | +3+75.0% | Added |
| Quaker Wealth Management, LLC | 5 | $328 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $328 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $131 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 2 | $131 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 2 | $127 | 0.00% | −7−77.8% | Reduced |
| AdvisorNet Financial, Inc | 1 | $65 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −592,341−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −537,589−100.0% | Sold out |
| Kettle Hill Capital Management, LLC | 0 | $0 | 0.00% | −394,285−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −166,466−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −158,551−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −144,212−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −121,728−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −92,285−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −64,013−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −60,790−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −29,540−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −26,079−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −24,782−100.0% | Sold out |
| Secure Asset Management, LLC | 0 | $0 | 0.00% | −20,781−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −18,744−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −13,881−100.0% | Sold out |
| Roberts Capital Advisors, LLC | 0 | $0 | 0.00% | −12,594−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −12,035−100.0% | Sold out |
| Am Investment Strategies LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Altfest L J & Co Inc | 0 | $0 | 0.00% | −9,606−100.0% | Sold out |
| MorganRosel Wealth Management, LLC | 0 | $0 | 0.00% | −9,431−100.0% | Sold out |
| DnB Asset Management AS | 0 | $0 | 0.00% | −9,305−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −8,405−100.0% | Sold out |
| Monetary Management Group Inc | 0 | $0 | 0.00% | −8,300−100.0% | Sold out |
| Longfellow Investment Management Co LLC | 0 | $0 | 0.00% | −7,840−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −7,030−100.0% | Sold out |
| Net Worth Advisory Group | 0 | $0 | 0.00% | −7,002−100.0% | Sold out |
| Allianz SE | 0 | $0 | 0.00% | −6,919−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −5,841−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −5,706−100.0% | Sold out |