Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2025: 597 institutions
Q1 2021: 451 institutionsQ2 2021: 433 institutionsQ3 2021: 474 institutionsQ4 2021: 505 institutionsQ1 2022: 473 institutionsQ2 2022: 428 institutionsQ3 2022: 423 institutionsQ4 2022: 471 institutionsQ1 2023: 464 institutionsQ2 2023: 429 institutionsQ3 2023: 439 institutionsQ4 2023: 475 institutionsQ1 2024: 480 institutionsQ2 2024: 493 institutionsQ3 2024: 534 institutionsQ4 2024: 584 institutionsQ1 2025: 564 institutionsQ2 2025: 557 institutionsQ3 2025: 570 institutionsQ4 2025: 597 institutionsQ1 2026: 561 institutionsQ2 2026: 590 institutions
Value heldQ4 2025: $9.16B
Q1 2021: $5.16BQ2 2021: $5.85BQ3 2021: $6.34BQ4 2021: $6.48BQ1 2022: $5.46BQ2 2022: $4.35BQ3 2022: $4.51BQ4 2022: $5.20BQ1 2023: $4.69BQ2 2023: $4.50BQ3 2023: $4.80BQ4 2023: $5.22BQ1 2024: $5.74BQ2 2024: $6.76BQ3 2024: $8.94BQ4 2024: $12.0BQ1 2025: $7.64BQ2 2025: $7.89BQ3 2025: $9.44BQ4 2025: $9.16BQ1 2026: $5.89BQ2 2026: $6.83B
Institutions holding JEF and their total value by quarter
QuarterHoldersValue
Q2 2026590$6.83B
Q1 2026561$5.89B
Q4 2025597$9.16B
Q3 2025570$9.44B
Q2 2025557$7.89B
Q1 2025564$7.64B
Q4 2024584$12.0B
Q3 2024534$8.94B
Q2 2024493$6.76B
Q1 2024480$5.74B
Q4 2023475$5.22B
Q3 2023439$4.80B
Q2 2023429$4.50B
Q1 2023464$4.69B
Q4 2022471$5.20B
Q3 2022423$4.51B
Q2 2022428$4.35B
Q1 2022473$5.46B
Q4 2021505$6.48B
Q3 2021474$6.34B
Q2 2021433$5.85B
Q1 2021451$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.

Institutions holding JEF in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC2$00.00%00.0%Unchanged
Rakuten Securities, Inc.1$620.00%−10−90.9%Reduced
AdvisorNet Financial, Inc1$620.00%00.0%Unchanged
MV Capital Management, Inc.2$1240.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC2$1240.00%00.0%Unchanged
1015 Capital Partners, LLC3$1860.00%+3New
Toronto Dominion Bank3$1920.00%+3New
Dunhill Financial, LLC3$1990.00%+3New
Beaird Harris Wealth Management, LLC5$3100.00%−33−86.8%Reduced
Quaker Wealth Management, LLC5$3100.00%00.0%Unchanged
Wolff Wiese Magana LLC5$3100.00%00.0%Unchanged
Wealth Enhancement Trust Services, Inc.6$3720.00%+6New
Pinnacle Wealth Planning Services, Inc.7$4340.00%+7New
HFM Investment Advisors, LLC8$4960.00%−4−33.3%Reduced
American Capital Advisory, LLC8$4960.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.8$4960.00%+8New
Bogart Wealth, LLC9$5580.00%+1+12.5%Added
Kilter Group LLC10$6200.00%00.0%Unchanged
Principia Wealth Advisory, LLC10$6200.00%+1+11.1%Added
Zions Bancorporation, National Association10$6200.00%+10New
Optima Capital LLC10$6200.00%+10New
Financial Management Professionals, Inc.12$7440.00%00.0%Unchanged
CVA Family Office, LLC12$7440.00%00.0%Unchanged
DecisionPoint Financial, LLC12$7440.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC13$8050.00%−3−18.8%Reduced
Rachor Investment Advisory Services, LLC13$8250.00%+13New
Prestige Wealth Management Group LLC15$9300.00%00.0%Unchanged
Hilton Head Capital Partners, LLC15$9300.00%+15New
Financial Network Wealth Advisors LLC16$9920.00%00.0%Unchanged
Colonial Trust Advisors20$1.24K0.00%00.0%Unchanged
N.E.W. Advisory Services LLC20$1.24K0.00%00.0%Unchanged
McGuire Capital Advisors Inc20$1.24K0.00%+20New
SBI Securities Co., Ltd.27$1.67K0.00%+2+8.0%Added
Rialto Wealth Management, LLC27$1.67K0.00%+2+8.0%Added
Cromwell Holdings LLC28$1.74K0.00%00.0%Unchanged
Bell Investment Advisors, Inc30$1.86K0.00%00.0%Unchanged
South State Corp.32$1.98K0.00%−20−38.5%Reduced
Avion Wealth39$2.00K0.00%+9+30.0%Added
ORG Partners LLC35$2.17K0.00%00.0%Unchanged
Sachetta, LLC35$2.17K0.00%00.0%Unchanged
Hughes Financial Services, LLC36$2.23K0.00%00.0%Unchanged
Brown Brothers Harriman & Co37$2.29K0.00%−69−65.1%Reduced
DiNuzzo Private Wealth, Inc.38$2.35K0.00%−2−5.0%Reduced
Hollencrest Capital Management38$2.38K0.00%00.0%Unchanged
Private Wealth Management Group, LLC48$2.98K0.00%00.0%Unchanged
SHP Wealth Management49$3.04K0.00%+49New
Armstrong Advisory Group, Inc50$3.10K0.00%+50New
Transamerica Financial Advisors, Inc.53$3.30K0.00%−11−17.2%Reduced
Webster Bank, N. A.55$3.41K0.00%00.0%Unchanged
WealthCollab, LLC57$3.53K0.00%00.0%Unchanged
Flagship Harbor Advisors, LLC60$3.72K0.00%+60New
Caitlin John, LLC62$3.86K0.00%00.0%Unchanged
Bayban67$4.15K0.00%+67New
Manchester Capital Management LLC70$4.34K0.00%+3+4.5%Added
Bare Financial Services, Inc74$4.59K0.00%00.0%Unchanged
Country Trust Bank76$4.71K0.00%00.0%Unchanged
Rossby Financial, LCC76$4.71K0.00%+58+322.2%Added
Cedar Wealth Management, LLC88$5.46K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC95$5.89K0.00%+95New
Cornerstone Planning Group LLC96$5.93K0.00%−24−20.0%Reduced
MidFirst Bank100$6.20K0.00%+100New
Bruce G. Allen Investments, LLC103$6.38K0.00%00.0%Unchanged
Basecamp Wealth Advisors LLC104$6.45K0.00%+104New
SageView Advisory Group, LLC115$7.13K0.00%+115New
Fortitude Family Office, LLC139$8.61K0.00%−21−13.1%Reduced
Farmers & Merchants Investments Inc146$9.05K0.00%+10+7.4%Added
Annis Gardner Whiting Capital Advisors, LLC174$10.8K0.00%00.0%Unchanged
LRI Investments, LLC181$11.2K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.185$11.5K0.00%+185New
New England Capital Financial Advisors LLC204$12.7K0.00%+1+0.5%Added
TSFG, LLC205$13.0K0.00%00.0%Unchanged
Torren Management, LLC231$14.3K0.01%+231New
North Star Investment Management Corp.240$14.9K0.00%00.0%Unchanged
JCIC Asset Management Inc.240$14.9K0.00%00.0%Unchanged
MAI Capital Management245$15.2K0.00%+20+8.9%Added
JFS Wealth Advisors, LLC246$15.2K0.00%+62+33.7%Added
Essential Investment Partners LLC250$15.5K0.01%+250New
Signature Equity Partners, LLC263$16.3K0.01%+263New
Central Trust Co270$16.7K0.00%+20+8.0%Added
Clear Street Markets LLC285$17.7K0.00%+285New
Trust Co of Vermont300$18.6K0.00%00.0%Unchanged
Activest Wealth Management311$19.3K0.00%+311New
GHP Investment Advisors, Inc.320$19.8K0.00%00.0%Unchanged
Aster Capital Management (DIFC) Ltd334$20.7K0.01%−5,913−94.7%Reduced
Peregrine Capital Management LLC340$21.1K0.00%00.0%Unchanged
Larson Financial Group LLC361$22.4K0.00%−3−0.8%Reduced
Deseret Mutual Benefit Administrators362$22.4K0.01%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.395$25.1K0.00%00.0%Unchanged
Westside Investment Management, Inc.421$26.1K0.00%00.0%Unchanged
Salomon & Ludwin, LLC413$26.6K0.00%+177+75.0%Added
Legacy Bridge, LLC431$26.7K0.01%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC433$26.8K0.00%00.0%Unchanged
Smithfield Trust Co439$27.0K0.00%+439New
Root Financial Partners, LLC440$27.3K0.00%−23−5.0%Reduced
Alerus Financial NA448$27.8K0.00%−50−10.0%Reduced
Elyxium Wealth, LLC453$28.1K0.01%+453New
NVWM, LLC500$31.0K0.01%+500New
Ramirez Asset Management, Inc.500$31.0K0.00%+500New
Spire Wealth Management510$31.6K0.00%−1,315−72.1%Reduced
Chilton Capital Management LLC550$34.1K0.00%00.0%Unchanged