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 |
|---|---|---|---|---|---|
| HSBC Holdings PLC | 12,084 | $750.0K | 0.00% | −19,909−62.2% | Reduced |
| Public Employees Retirement Association of Colorado | 12,896 | $799.0K | 0.00% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 13,010 | $806.2K | 0.01% | −16−0.1% | Reduced |
| Sanctuary Advisors, LLC | 13,098 | $811.7K | 0.00% | −6,148−31.9% | Reduced |
| National Bank of Canada | 13,141 | $814.6K | 0.00% | −322−2.4% | Reduced |
| Pallas Capital Advisors LLC | 13,349 | $827.2K | 0.03% | +8,607+181.5% | Added |
| Ofi Invest Asset Management | 15,956 | $841.9K | 0.01% | +1,473+10.2% | Added |
| EntryPoint Capital, LLC | 13,641 | $845.3K | 0.33% | +6,043+79.5% | Added |
| Banque Pictet & Cie SA | 13,763 | $852.9K | 0.01% | −3,234−19.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 13,780 | $854.0K | 0.00% | +1,339+10.8% | Added |
| Ancora Advisors, LLC | 14,010 | $868.2K | 0.02% | −165−1.2% | Reduced |
| Farther Finance Advisors, LLC | 14,158 | $877.4K | 0.01% | +2,855+25.3% | Added |
| Laurion Capital Management LP | 14,180 | $878.7K | 0.06% | −68,495−82.8% | Reduced |
| King Luther Capital Management Corp | 14,365 | $890.2K | 0.00% | −306−2.1% | Reduced |
| Catalyst Financial Partners LLC | 14,367 | $890.3K | 0.10% | −30.0% | Reduced |
| Centennial Bank | 14,534 | $900.7K | 0.36% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 14,794 | $916.8K | 0.01% | +14,794 | New |
| Coldstream Capital Management Inc | 14,823 | $918.6K | 0.01% | +1,562+11.8% | Added |
| Redmont Wealth Advisors LLC | 14,832 | $919.1K | 1.39% | +333+2.3% | Added |
| Harbor Advisors LLC | 15,000 | $929.5K | 0.14% | 00.0% | Unchanged |
| Arena Capital Advisors, LLC- CA | 15,000 | $929.5K | 0.56% | +15,000 | New |
| Blueshift Asset Management, LLC | 15,006 | $929.9K | 0.27% | +15,006 | New |
| Jefferies Financial Group Inc. | 15,333 | $950.2K | 0.01% | +858+5.9% | Added |
| Lansing Street Advisors | 15,723 | $974.4K | 0.25% | +15,723 | New |
| Pinnacle Associates Ltd | 16,178 | $1.00M | 0.01% | +6,941+75.1% | Added |
| Quadrant Capital Group LLC | 16,214 | $1.00M | 0.03% | +403+2.5% | Added |
| Merit Financial Group, LLC | 16,472 | $1.02M | 0.01% | +9,785+146.3% | Added |
| State of Alaska, Department of Revenue | 16,493 | $1.02M | 0.01% | −1,485−8.3% | Reduced |
| VestGen Advisors, LLC | 16,595 | $1.03M | 0.04% | −4,527−21.4% | Reduced |
| Voleon Capital Management LP | 16,617 | $1.03M | 0.02% | +5,118+44.5% | Added |
| Buckingham Strategic Partners | 17,076 | $1.06M | 0.01% | +8,678+103.3% | Added |
| Blair William & Co | 17,239 | $1.07M | 0.00% | +279+1.6% | Added |
| American Alpha Advisors, LLC | 17,500 | $1.08M | 0.68% | +17,500 | New |
| Evelyn Partners Investment Management LLP | 17,596 | $1.09M | 0.03% | −9,145−34.2% | Reduced |
| Dark Forest Capital Management LP | 18,126 | $1.12M | 0.05% | −4,022−18.2% | Reduced |
| Citadel Investment Advisory, Inc. | 18,480 | $1.15M | 0.49% | +60+0.3% | Added |
| Jupiter Asset Management Ltd | 18,682 | $1.16M | 0.01% | +18,682 | New |
| Bank of Montreal | 18,778 | $1.16M | 0.00% | −713−3.7% | Reduced |
| Pacer Advisors, Inc. | 19,735 | $1.22M | 0.00% | −2,126−9.7% | Reduced |
| Clearstead Advisors, LLC | 19,773 | $1.23M | 0.02% | +19,447+5,965.3% | Added |
| Joel Isaacson & Co., LLC | 19,836 | $1.23M | 0.04% | +10.0% | Added |
| Magnetar Financial LLC | 19,927 | $1.23M | 0.01% | +19,927 | New |
| Parsons Capital Management Inc | 20,000 | $1.24M | 0.07% | −4,743−19.2% | Reduced |
| Xponance, Inc. | 20,030 | $1.24M | 0.01% | −1,327−6.2% | Reduced |
| MML Investors Services, LLC | 20,166 | $1.25M | 0.00% | +5,761+40.0% | Added |
| LSV Asset Management | 21,378 | $1.32M | 0.00% | +3,378+18.8% | Added |
| Gotham Asset Management, LLC | 21,479 | $1.33M | 0.00% | +69+0.3% | Added |
| XTX Topco Ltd | 21,870 | $1.36M | 0.04% | +17,609+413.3% | Added |
| NBC Securities, Inc. | 21,917 | $1.36M | 0.10% | +18,440+530.3% | Added |
| Summit Financial, LLC | 22,111 | $1.37M | 0.02% | −196−0.9% | Reduced |
| Summit Trail Advisors, LLC | 22,409 | $1.39M | 0.02% | +5,247+30.6% | Added |
| JustInvest LLC | 22,451 | $1.39M | 0.01% | −1,375−5.8% | Reduced |
| Pictet Asset Management Holding SA | 22,645 | $1.40M | 0.00% | +916+4.2% | Added |
| Shelton Wealth Management, LLC | 23,078 | $1.43M | 0.62% | +1,688+7.9% | Added |
| Tiaa Trust, National Association | 23,266 | $1.44M | 0.00% | +135+0.6% | Added |
| Bridgewater Associates, LP | 23,848 | $1.48M | 0.01% | +23,848 | New |
| Park Avenue Securities LLC | 24,005 | $1.49M | 0.01% | −648−2.6% | Reduced |
| Mattson Financial Services, LLC | 24,150 | $1.50M | 0.35% | +18,071+297.3% | Added |
| Parallel Advisors, LLC | 24,618 | $1.53M | 0.03% | +14,072+133.4% | Added |
| Cresset Asset Management, LLC | 24,933 | $1.55M | 0.01% | +496+2.0% | Added |
| Prescott Group Capital Management, L.L.C. | 25,000 | $1.55M | 0.14% | 00.0% | Unchanged |
| Utah Retirement Systems | 25,267 | $1.57M | 0.01% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 25,400 | $1.57M | 0.01% | +25,400 | New |
| B. Metzler seel. Sohn & Co. AG | 25,725 | $1.59M | 0.01% | −2,188−7.8% | Reduced |
| Modera Wealth Management, LLC | 26,277 | $1.63M | 0.02% | −734−2.7% | Reduced |
| MBM Wealth Consultants, LLC | 26,750 | $1.66M | 0.39% | +355+1.3% | Added |
| Neuberger Berman Group LLC | 26,799 | $1.66M | 0.00% | +343+1.3% | Added |
| Entropy Technologies, LP | 27,118 | $1.68M | 0.09% | +15,634+136.1% | Added |
| O'Shaughnessy Asset Management, LLC | 27,198 | $1.69M | 0.01% | −3,434−11.2% | Reduced |
| Pathstone Holdings, LLC | 28,042 | $1.74M | 0.01% | −1,012−3.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 28,090 | $1.74M | 0.00% | +25,026+816.8% | Added |
| Verition Fund Management LLC | 28,315 | $1.75M | 0.01% | +5,800+25.8% | Added |
| NorthCrest Asset Manangement, LLC | 27,278 | $1.76M | 0.04% | +8,187+42.9% | Added |
| US Bancorp | 28,582 | $1.77M | 0.00% | −988−3.3% | Reduced |
| Miller Howard Investments Inc | 28,608 | $1.77M | 0.05% | −493,686−94.5% | Reduced |
| Intrinsic Value Partners, LLC | 28,871 | $1.79M | 1.34% | −750−2.5% | Reduced |
| Wellington Shields Capital Management, LLC | 28,900 | $1.79M | 0.26% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 29,078 | $1.80M | 0.00% | −5,630−16.2% | Reduced |
| Dean Capital Management | 29,603 | $1.83M | 0.78% | +6,403+27.6% | Added |
| Brian Low Financial Group, LLC | 29,763 | $1.84M | 1.31% | +9,000+43.3% | Added |
| Moors & Cabot, Inc. | 30,400 | $1.88M | 0.08% | −5,775−16.0% | Reduced |
| Altfest L J & Co Inc | 30,578 | $1.89M | 0.21% | +30,578 | New |
| Brinker Capital Investments, LLC | 31,124 | $1.93M | 0.01% | −6,269−16.8% | Reduced |
| Caxton Associates LLP | 31,824 | $1.97M | 0.04% | −28,632−47.4% | Reduced |
| Oregon Public Employees Retirement Fund | 32,787 | $2.03M | 0.03% | −400−1.2% | Reduced |
| Segall Bryant & Hamill, LLC | 33,064 | $2.05M | 0.03% | −8,000−19.5% | Reduced |
| KLP Kapitalforvaltning AS | 33,100 | $2.05M | 0.01% | +800+2.5% | Added |
| New Mexico Educational Retirement Board | 33,119 | $2.05M | 0.06% | 00.0% | Unchanged |
| Advisory Research Inc | 33,653 | $2.09M | 0.26% | −2,007−5.6% | Reduced |
| Baader Bank INC | 35,037 | $2.17M | 0.18% | +35,037 | New |
| BNP Paribas Arbitrage, SA | 35,053 | $2.17M | 0.00% | −36,251−50.8% | Reduced |
| TB Alternative Assets Ltd. | 35,234 | $2.18M | 0.36% | +35,234 | New |
| Intrepid Capital Management Inc | 36,012 | $2.23M | 0.86% | 00.0% | Unchanged |
| GWM Advisors LLC | 36,347 | $2.25M | 0.01% | +2,772+8.3% | Added |
| Quest Partners LLC | 36,813 | $2.28M | 0.13% | +10,809+41.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 36,922 | $2.29M | 0.03% | +138+0.4% | Added |
| HighTower Advisors, LLC | 37,004 | $2.29M | 0.00% | −63,995−63.4% | Reduced |
| Wittenberg Investment Management, Inc. | 37,074 | $2.30M | 0.88% | −200−0.5% | Reduced |
| Virginia Retirement Systems Et Al | 37,750 | $2.34M | 0.01% | +37,750 | New |
| Y-Intercept (Hong Kong) Ltd | 38,511 | $2.39M | 0.05% | +62+0.2% | Added |