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, Q4 2025
Institutional positions in Jefferies Financial Group Inc. as of Dec 31, 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
- 597
- +39 vs. Q3 2025
- Shares held
- 147.7M
- +3.53M (+2.4%) vs. Q3 2025
- Total value
- $9.16B
- −$239.1M (−2.5%) vs. Q3 2025
- New holders
- 107
- 192 more added
- Sold out
- 68
- 201 more reduced
12 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Jefferies Financial Group Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 16,351,672 | $1.01B | 0.02% | +805,853+5.2% | Added |
| Vanguard Group Inc | 14,734,593 | $913.1M | 0.01% | −140,786−0.9% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 9,247,081 | $573.0M | 10.26% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 7,152,838 | $453.9M | 0.74% | −200,561−2.7% | Reduced |
| Alliancebernstein L.P. | 5,576,734 | $345.6M | 0.11% | −198,731−3.4% | Reduced |
| State Street Corp | 4,761,720 | $295.1M | 0.01% | −65,557−1.4% | Reduced |
| Massachusetts Mutual Life Insurance Co | 4,654,362 | $288.4M | 11.89% | −8690.0% | Reduced |
| Alyeska Investment Group, L.P. | 3,972,352 | $246.2M | 0.70% | +3,211,375+422.0% | Added |
| Eminence Capital, LP | 3,812,615 | $236.3M | 3.74% | +454,054+13.5% | Added |
| AQR Capital Management LLC | 3,412,301 | $211.5M | 0.11% | +2,984,055+696.8% | Added |
| Geode Capital Management, LLC | 2,942,554 | $182.4M | 0.01% | +24,171+0.8% | Added |
| Dimensional Fund Advisors LP | 2,607,512 | $161.6M | 0.03% | +29,092+1.1% | Added |
| First Pacific Advisors, LP | 2,580,283 | $159.9M | 2.11% | 00.0% | Unchanged |
| Morgan Stanley | 2,524,669 | $156.5M | 0.01% | −257,514−9.3% | Reduced |
| Norges Bank | 2,349,258 | $145.6M | 0.02% | +2,349,258 | New |
| Fisher Asset Management, LLC | 2,115,316 | $131.1M | 0.04% | −2320.0% | Reduced |
| JPMorgan Chase & Co | 1,959,827 | $121.5M | 0.01% | −3,026,185−60.7% | Reduced |
| Goldman Sachs Group Inc | 1,761,888 | $109.2M | 0.02% | −65,113−3.6% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,755,057 | $108.8M | 0.36% | −239,865−12.0% | Reduced |
| Bank of America Corp | 1,723,143 | $106.8M | 0.01% | −54,026−3.0% | Reduced |
| FMR LLC | 1,560,292 | $96.7M | 0.00% | +61,402+4.1% | Added |
| Citadel Advisors LLC | 1,468,373 | $91.0M | 0.06% | +1,179,386+408.1% | Added |
| Barclays PLC | 1,434,218 | $88.9M | 0.04% | −94,781−6.2% | Reduced |
| Bank of New York Mellon Corp | 1,428,431 | $88.5M | 0.02% | −141,865−9.0% | Reduced |
| Northern Trust Corp | 1,417,172 | $87.8M | 0.01% | −42,149−2.9% | Reduced |
| Beck Mack & Oliver LLC | 1,232,297 | $76.4M | 1.39% | −34,983−2.8% | Reduced |
| Charles Schwab Investment Management Inc | 1,173,560 | $72.7M | 0.01% | +23,186+2.0% | Added |
| D. E. Shaw & Co., Inc. | 1,107,070 | $68.6M | 0.05% | +1,024,828+1,246.1% | Added |
| Jacobs Levy Equity Management, Inc | 1,016,854 | $63.0M | 0.24% | +868,011+583.2% | Added |
| UBS Group AG | 991,817 | $61.5M | 0.01% | −69,891−6.6% | Reduced |
| Artemis Investment Management LLP | 984,103 | $61.0M | 0.74% | −1,395,476−58.6% | Reduced |
| SEI Investments Co | 982,398 | $60.9M | 0.06% | +408,279+71.1% | Added |
| Munro Partners | 975,795 | $60.5M | 1.69% | +975,795 | New |
| Federated Hermes, Inc. | 968,551 | $60.0M | 0.10% | −513,442−34.6% | Reduced |
| Freestone Grove Partners LP | 959,288 | $59.4M | 0.43% | +637,684+198.3% | Added |
| Deutsche Bank AG | 954,291 | $59.1M | 0.02% | +324,515+51.5% | Added |
| Nuveen, LLC | 932,357 | $57.8M | 0.02% | −15,121−1.6% | Reduced |
| NewEdge Wealth, LLC | 924,615 | $57.3M | 0.65% | +14,812+1.6% | Added |
| Victory Capital Management Inc | 698,492 | $43.3M | 0.02% | +47,276+7.3% | Added |
| Marshall Wace, LLP | 678,550 | $42.0M | 0.04% | −108,406−13.8% | Reduced |
| Private Management Group Inc | 657,900 | $40.8M | 1.19% | −4,994−0.8% | Reduced |
| Ci Investments Inc. | 620,911 | $38.5M | 0.17% | +572,966+1,195.0% | Added |
| Moerus Capital Management LLC | 609,721 | $37.8M | 16.29% | −70,122−10.3% | Reduced |
| First Trust Advisors LP | 605,317 | $37.5M | 0.03% | +236,843+64.3% | Added |
| Bamco Inc | 596,528 | $37.0M | 0.10% | +77,000+14.8% | Added |
| Mraz, Amerine & Associates, Inc. | 578,763 | $35.9M | 5.33% | +10,047+1.8% | Added |
| Russell Investments Group, Ltd. | 500,965 | $31.0M | 0.03% | +172,056+52.3% | Added |
| Hosking Partners LLP | 486,332 | $30.1M | 1.02% | −1,813−0.4% | Reduced |
| Retirement Systems of Alabama | 470,130 | $29.1M | 0.09% | −1,468−0.3% | Reduced |
| Check Capital Management Inc | 452,487 | $28.0M | 1.68% | +452,487 | New |
| GoodHaven Capital Management, LLC | 442,487 | $27.4M | 8.88% | +500+0.1% | Added |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 433,558 | $26.9M | 0.01% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 427,365 | $26.5M | 0.05% | −461,175−51.9% | Reduced |
| Rhumbline Advisers | 424,335 | $26.3M | 0.02% | −2,435−0.6% | Reduced |
| Private Capital Management, LLC | 419,429 | $26.0M | 2.47% | +790+0.2% | Added |
| UBS Asset Management Americas Inc | 411,175 | $25.5M | 0.01% | +11,517+2.9% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 398,000 | $24.7M | 0.21% | −400,000−50.1% | Reduced |
| Capital Fund Management S.A. | 388,042 | $24.0M | 0.23% | +225,472+138.7% | Added |
| Quantinno Capital Management LP | 379,121 | $23.5M | 0.05% | +127,235+50.5% | Added |
| Principal Financial Group Inc | 363,350 | $22.5M | 0.01% | −1,111,949−75.4% | Reduced |
| Invesco Ltd. | 349,958 | $21.7M | 0.00% | −148,353−29.8% | Reduced |
| Loomis Sayles & Co L P | 349,783 | $21.7M | 0.03% | −51,913−12.9% | Reduced |
| Captrust Financial Advisors | 348,333 | $21.6M | 0.04% | +17,752+5.4% | Added |
| Ameriprise Financial Inc | 335,467 | $20.8M | 0.00% | −49,573−12.9% | Reduced |
| Robotti Robert | 328,934 | $20.4M | 3.66% | −3,757−1.1% | Reduced |
| LPL Financial LLC | 325,092 | $20.1M | 0.01% | −34,711−9.6% | Reduced |
| SG Americas Securities, LLC | 311,419 | $19.3M | 0.03% | +291,714+1,480.4% | Added |
| Swiss National Bank | 305,000 | $18.9M | 0.01% | +5,100+1.7% | Added |
| Gradient Investments LLC | 291,780 | $18.1M | 0.29% | +259,615+807.1% | Added |
| Cerity Partners LLC | 282,934 | $17.5M | 0.03% | +65,399+30.1% | Added |
| California Public Employees Retirement System | 282,893 | $17.5M | 0.01% | −11,552−3.9% | Reduced |
| Strategic Wealth Partners, Ltd. | 279,809 | $17.3M | 1.19% | +83,419+42.5% | Added |
| Squarepoint Ops LLC | 271,568 | $16.8M | 0.03% | +109,840+67.9% | Added |
| Ensign Peak Advisors, Inc | 261,245 | $16.2M | 0.03% | −71,104−21.4% | Reduced |
| Legal & General Group Plc | 258,358 | $16.0M | 0.00% | −62,165−19.4% | Reduced |
| Two Sigma Advisers, LP | 255,400 | $15.8M | 0.03% | −1,039,300−80.3% | Reduced |
| Valueworks LLC | 251,259 | $15.6M | 4.10% | +251,259 | New |
| Two Sigma Investments, LP | 231,537 | $14.3M | 0.02% | −1,221,305−84.1% | Reduced |
| Ieq Capital, LLC | 215,762 | $13.4M | 0.04% | +203,305+1,632.1% | Added |
| Oppenheimer & Co Inc | 206,430 | $12.8M | 0.18% | +5,655+2.8% | Added |
| Tudor Investment Corp Et Al | 201,999 | $12.5M | 0.07% | +167,494+485.4% | Added |
| Merrion Investment Management Co, LLC | 199,695 | $12.4M | 6.67% | −7,007−3.4% | Reduced |
| Wells Fargo & Company | 196,328 | $12.2M | 0.00% | −168,606−46.2% | Reduced |
| First Manhattan Co | 193,639 | $12.0M | 0.03% | +248+0.1% | Added |
| Millennium Management LLC | 188,162 | $11.7M | 0.01% | −1,343,937−87.7% | Reduced |
| Mercer Global Advisors Inc | 185,791 | $11.5M | 0.02% | +159,016+593.9% | Added |
| Colony Group, LLC | 182,502 | $11.3M | 0.01% | +21,072+13.1% | Added |
| Algert Global LLC | 181,670 | $11.3M | 0.18% | +4,790+2.7% | Added |
| Rock Point Advisors, LLC | 180,372 | $11.2M | 2.80% | +7,138+4.1% | Added |
| Sequoia Financial Advisors, LLC | 176,605 | $10.9M | 0.06% | +5,618+3.3% | Added |
| Beacon Investment Advisory Services, Inc. | 173,596 | $10.8M | 0.44% | +6,583+3.9% | Added |
| New York State Teachers Retirement System | 173,313 | $10.7M | 0.02% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 170,297 | $10.6M | 0.02% | +49,139+40.6% | Added |
| PEAK6 LLC | 169,729 | $10.5M | 0.29% | −31,166−15.5% | Reduced |
| Man Group plc | 166,585 | $10.3M | 0.02% | +162,585+4,064.6% | Added |
| MetLife Investment Management | 160,957 | $9.97M | 0.05% | +71,414+79.8% | Added |
| Jump Financial, LLC | 159,200 | $9.87M | 0.12% | +159,200 | New |
| Wealth Enhancement Advisory Services, LLC | 147,894 | $9.85M | 0.01% | +31,288+26.8% | Added |
| State Board of Administration of Florida Retirement System | 155,157 | $9.62M | 0.02% | −23,914−13.4% | Reduced |
| American Century Companies Inc | 155,050 | $9.61M | 0.00% | −54,479−26.0% | Reduced |