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 |
|---|---|---|---|---|---|
| Los Angeles Capital Management LLC | 682 | $36.2K | 0.00% | +682 | New |
| First Horizon Corp | 622 | $38.5K | 0.00% | +252+68.1% | Added |
| Private Trust Co NA | 667 | $41.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 672 | $41.6K | 0.00% | +224+50.0% | Added |
| Eastern Bank | 679 | $42.1K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 736 | $45.6K | 0.01% | +598+433.3% | Added |
| Whittier Trust Co | 701 | $46.4K | 0.00% | +500+248.8% | Added |
| High Note Wealth, LLC | 770 | $47.7K | 0.01% | −37−4.6% | Reduced |
| Purpose Unlimited Inc. | 850 | $52.7K | 0.00% | +850 | New |
| Washington Trust Advisors, Inc. | 932 | $57.8K | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 1,000 | $62.0K | 0.01% | +1,000 | New |
| Bessemer Group Inc | 1,006 | $62.0K | 0.00% | −34−3.3% | Reduced |
| Tripletail Wealth Management, LLC | 1,140 | $62.7K | 0.08% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 1,000 | $63.5K | 0.01% | +1,000 | New |
| SJS Investment Consulting Inc. | 1,133 | $70.2K | 0.01% | +1,112+5,295.2% | Added |
| Massmutual Trust Co FSB | 1,187 | $73.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,207 | $74.8K | 0.00% | −21−1.7% | Reduced |
| Albion Financial Group | 1,260 | $78.1K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,330 | $83.4K | 0.00% | −34−2.5% | Reduced |
| TD Private Client Wealth LLC | 1,359 | $84.2K | 0.00% | −35−2.5% | Reduced |
| Jones Financial Companies LLLP | 1,409 | $87.3K | 0.00% | +739+110.3% | Added |
| Oakworth Capital, Inc. | 1,431 | $88.7K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,452 | $90.0K | 0.01% | −271−15.7% | Reduced |
| Nomura Asset Management Co Ltd | 1,520 | $94.2K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,631 | $101.1K | 0.00% | +371+29.4% | Added |
| Aquatic Capital Management LLC | 1,654 | $102.5K | 0.00% | −20,545−92.5% | Reduced |
| VSM Wealth Advisory, LLC | 1,710 | $106.0K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,784 | $110.6K | 0.00% | −2,767−60.8% | Reduced |
| Versant Capital Management, Inc | 1,866 | $115.6K | 0.01% | +269+16.8% | Added |
| Danske Bank A/S | 1,900 | $117.7K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 2,040 | $126.4K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,104 | $130.4K | 0.01% | −157−6.9% | Reduced |
| Covestor Ltd | 2,180 | $135.0K | 0.07% | −24−1.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,223 | $138.0K | 0.00% | +669+43.1% | Added |
| HM Payson & Co | 2,288 | $141.8K | 0.00% | −212−8.5% | Reduced |
| Rothschild Investment LLC | 2,295 | $142.2K | 0.01% | +1,554+209.7% | Added |
| Leonteq Securities AG | 2,431 | $150.6K | 0.01% | +2,431 | New |
| Steward Partners Investment Advisory, LLC | 2,522 | $156.3K | 0.00% | −224−8.2% | Reduced |
| Colonial Trust Co | 2,578 | $159.8K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,586 | $160.3K | 0.00% | −116−4.3% | Reduced |
| Old Point Trust & Financial Services N A | 2,592 | $160.6K | 0.05% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,704 | $167.6K | 0.00% | +1,446+114.9% | Added |
| Newbridge Financial Services Group, Inc. | 2,900 | $179.7K | 0.03% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,941 | $182.0K | 0.00% | +1,259+74.9% | Added |
| Paladin Wealth, LLC | 3,241 | $200.8K | 0.14% | +3,241 | New |
| Assetmark, Inc | 3,252 | $201.5K | 0.00% | +99+3.1% | Added |
| Wedmont Private Capital | 3,119 | $201.7K | 0.01% | −406−11.5% | Reduced |
| Motley Fool Asset Management LLC | 3,269 | $202.6K | 0.01% | −90−2.7% | Reduced |
| Teza Capital Management LLC | 3,269 | $202.6K | 0.65% | +3,269 | New |
| Ronald Blue Trust, Inc. | 3,287 | $203.7K | 0.00% | +16+0.5% | Added |
| AlphaGrep UK Ltd | 3,290 | $203.9K | 0.07% | +3,290 | New |
| Lazard Asset Management LLC | 3,337 | $206.8K | 0.00% | +3,337 | New |
| Profund Advisors LLC | 3,349 | $207.5K | 0.01% | −423−11.2% | Reduced |
| Seeds Investor LLC | 3,426 | $212.3K | 0.04% | +3,426 | New |
| Carret Asset Management, LLC | 3,435 | $212.9K | 0.02% | +3,435 | New |
| Creative Financial Designs Inc | 3,438 | $213.1K | 0.01% | +336+10.8% | Added |
| Prelude Capital Management, LLC | 3,655 | $226.5K | 0.02% | +3,655 | New |
| Global Retirement Partners, LLC | 3,657 | $226.6K | 0.00% | +615+20.2% | Added |
| STRS Ohio | 3,668 | $227.3K | 0.00% | −234,493−98.5% | Reduced |
| Punch & Associates Investment Management, Inc. | 3,685 | $228.4K | 0.01% | −1,810−32.9% | Reduced |
| Guggenheim Capital LLC | 3,719 | $230.5K | 0.00% | +3,719 | New |
| Meiji Yasuda Asset Management Co Ltd. | 3,787 | $234.7K | 0.01% | −48−1.3% | Reduced |
| Jackson Thornton Asset Management, LLC | 3,543 | $234.8K | 0.02% | +3,543 | New |
| Beese Fulmer Investment Management, Inc. | 3,810 | $236.1K | 0.02% | +3,810 | New |
| Blankinship & Foster, LLC | 3,817 | $236.5K | 0.05% | +76+2.0% | Added |
| Connective Capital Management, LLC | 3,820 | $236.7K | 0.14% | −24,334−86.4% | Reduced |
| Creekside Partners | 3,910 | $242.3K | 0.10% | 00.0% | Unchanged |
| Steinberganna Wealth Management | 3,925 | $243.2K | 0.11% | +3,925 | New |
| EverSource Wealth Advisors, LLC | 3,963 | $245.6K | 0.01% | +3,147+385.7% | Added |
| QTR Family Wealth, LLC | 4,108 | $246.8K | 0.11% | +4,108 | New |
| Levin Capital Strategies, L.P. | 4,000 | $247.9K | 0.02% | +4,000 | New |
| Empowered Funds, LLC | 4,017 | $248.9K | 0.00% | −827−17.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,204 | $260.5K | 0.02% | +4,204 | New |
| Perigon Wealth Management, LLC | 4,216 | $261.3K | 0.00% | +4,216 | New |
| Rockefeller Capital Management L.P. | 4,257 | $263.8K | 0.00% | +1,541+56.7% | Added |
| Storgate, LLC | 4,309 | $267.0K | 0.22% | +4,309 | New |
| EP Wealth Advisors, LLC | 4,339 | $268.9K | 0.00% | +4,339 | New |
| A4 Wealth Advisors LLC | 4,358 | $270.1K | 0.23% | +4,358 | New |
| Paradigm Financial Partners, LLC | 4,480 | $277.6K | 0.03% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 4,484 | $277.9K | 0.05% | +4,484 | New |
| Sage Capital Management, LLC | 4,500 | $278.9K | 0.13% | +31+0.7% | Added |
| Colter Lewis Investment Partners LLC | 4,532 | $280.9K | 0.32% | +4,532 | New |
| SRS Capital Advisors, Inc. | 4,546 | $281.7K | 0.01% | −6,776−59.8% | Reduced |
| Hamilton Capital Partners Inc. | 4,577 | $283.6K | 0.01% | +1,104+31.8% | Added |
| Checchi Capital Advisers, LLC | 4,631 | $287.0K | 0.02% | +101+2.2% | Added |
| Vestor Capital, LLC | 819 | $288.0K | 0.02% | −3,827−82.4% | Reduced |
| Lecap Asset Management Ltd | 4,668 | $289.3K | 0.12% | −7,901−62.9% | Reduced |
| Essex Financial Services, Inc. | 4,673 | $289.6K | 0.02% | +720+18.2% | Added |
| Resources Investment Advisors, LLC. | 4,723 | $292.7K | 0.00% | −1,474−23.8% | Reduced |
| Syon Capital LLC | 4,751 | $294.4K | 0.01% | −41−0.9% | Reduced |
| Essential Partners LLC | 4,768 | $295.5K | 0.09% | +3,826+406.2% | Added |
| Sentinus, LLC | 4,818 | $298.6K | 0.03% | +4,818 | New |
| Everence Capital Management Inc | 4,831 | $299.0K | 0.02% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 4,832 | $299.4K | 0.02% | −858−15.1% | Reduced |
| Pure Financial Advisors, Inc. | 4,929 | $305.4K | 0.00% | −511−9.4% | Reduced |
| Signaturefd, LLC | 4,989 | $309.2K | 0.00% | +125+2.6% | Added |
| Panagora Asset Management Inc | 5,102 | $316.2K | 0.00% | +36+0.7% | Added |
| Teacher Retirement System of Texas | 5,118 | $317.2K | 0.00% | −15,149−74.7% | Reduced |
| Allworth Financial LP | 5,129 | $317.9K | 0.00% | +2,970+137.6% | Added |
| Ritholtz Wealth Management | 5,221 | $323.5K | 0.01% | +1,972+60.7% | Added |