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 |
|---|---|---|---|---|---|
| State of Michigan Retirement System | 39,016 | $2.42M | 0.01% | −300−0.8% | Reduced |
| IMC-Chicago, LLC | 39,339 | $2.44M | 0.04% | −10,550−21.1% | Reduced |
| Safeguard Investment Advisory Group, LLC | 39,437 | $2.44M | 0.63% | 00.0% | Unchanged |
| Walleye Trading LLC | 40,004 | $2.48M | 0.04% | +8,220+25.9% | Added |
| Engineers Gate Manager LP | 40,260 | $2.49M | 0.03% | +40,260 | New |
| Longaeva Partners L.P. | 40,617 | $2.52M | 0.30% | +40,617 | New |
| Commonwealth Equity Services, LLC | 41,145 | $2.55M | 0.00% | +5,879+16.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 41,296 | $2.56M | 0.01% | −1,057−2.5% | Reduced |
| Thrivent Financial for Lutherans | 41,367 | $2.56M | 0.00% | −754−1.8% | Reduced |
| Trexquant Investment LP | 41,663 | $2.58M | 0.02% | −264,127−86.4% | Reduced |
| AlphaCore Capital LLC | 43,094 | $2.67M | 0.06% | +1,851+4.5% | Added |
| Arizona State Retirement System | 43,214 | $2.68M | 0.01% | −2,566−5.6% | Reduced |
| Wedge Capital Management L L P | 43,504 | $2.70M | 0.05% | +2,171+5.3% | Added |
| Davidson Capital Management Inc. | 43,719 | $2.71M | 0.59% | −11,618−21.0% | Reduced |
| Edgestream Partners, L.P. | 44,529 | $2.76M | 0.08% | −10,740−19.4% | Reduced |
| Credit Agricole S A | 45,000 | $2.79M | 0.01% | +45,000 | New |
| Caisse de Depot Et Placement du Quebec | 45,370 | $2.81M | 0.00% | +45,370 | New |
| CI Private Wealth, LLC | 45,661 | $2.83M | 0.00% | −1,703−3.6% | Reduced |
| Louisiana State Employees Retirement System | 45,700 | $2.83M | 0.05% | −200−0.4% | Reduced |
| Public Employees Retirement System of Ohio | 46,085 | $2.86M | 0.01% | −1,748−3.7% | Reduced |
| Ameritas Investment Partners, Inc. | 46,399 | $2.88M | 0.09% | −2,090−4.3% | Reduced |
| Quantbot Technologies LP | 46,481 | $2.88M | 0.10% | +22,306+92.3% | Added |
| Condor Capital Management | 46,671 | $2.89M | 0.23% | −1,094−2.3% | Reduced |
| Handelsbanken Fonder AB | 47,103 | $2.92M | 0.01% | +5,800+14.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 48,272 | $2.99M | 0.01% | +18,215+60.6% | Added |
| Advisor Group Holdings, Inc. | 49,399 | $3.06M | 0.00% | −4,799−8.9% | Reduced |
| Jane Street Group, LLC | 49,800 | $3.09M | 0.00% | +42,379+571.1% | Added |
| Tocqueville Asset Management L.P. | 49,855 | $3.09M | 0.05% | −3,164−6.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 50,535 | $3.13M | 0.02% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 50,787 | $3.15M | 0.06% | +50,787 | New |
| First Wilshire Securities Management Inc | 52,173 | $3.23M | 0.81% | −86−0.2% | Reduced |
| State of New Jersey Common Pension Fund D | 52,322 | $3.24M | 0.01% | +1,679+3.3% | Added |
| Yousif Capital Management, LLC | 53,152 | $3.25M | 0.04% | −1,070−2.0% | Reduced |
| Cetera Investment Advisers | 52,560 | $3.26M | 0.00% | +7,919+17.7% | Added |
| Dean Investment Associates, LLC | 55,962 | $3.47M | 0.50% | +10,654+23.5% | Added |
| Comerica Bank | 56,173 | $3.48M | 0.01% | −9,556−14.5% | Reduced |
| Voya Investment Management LLC | 57,992 | $3.59M | 0.00% | +7,539+14.9% | Added |
| CIBC Private Wealth Group, LLC | 59,057 | $3.66M | 0.01% | +313+0.5% | Added |
| Stifel Financial Corp | 59,153 | $3.67M | 0.00% | −10,149−14.6% | Reduced |
| SWP Investment Management LLC | 59,996 | $3.72M | 2.70% | +25,080+71.8% | Added |
| State of Tennessee, Treasury Department | 61,714 | $3.78M | 0.01% | −2,643−4.1% | Reduced |
| Picton Mahoney Asset Management | 62,809 | $3.89M | 0.04% | +62,809 | New |
| Walleye Capital LLC | 63,166 | $3.91M | 0.02% | +63,166 | New |
| Treasurer of the State of North Carolina | 64,150 | $3.98M | 0.01% | −4,686−6.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 64,454 | $3.99M | 0.03% | −3,769−5.5% | Reduced |
| Alessandra Capital Management, LLC | 64,960 | $4.03M | 3.58% | +64,960 | New |
| Gateway Investment Advisers LLC | 66,681 | $4.13M | 0.04% | −8,820−11.7% | Reduced |
| Janus Henderson Group PLC | 67,014 | $4.15M | 0.00% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 66,871 | $4.17M | 0.01% | +22,398+50.4% | Added |
| Mutual of America Capital Management LLC | 68,679 | $4.26M | 0.04% | −7,533−9.9% | Reduced |
| New York State Common Retirement Fund | 70,837 | $4.39M | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 72,553 | $4.50M | 0.01% | +10.0% | Added |
| Raymond James Financial Inc | 72,638 | $4.50M | 0.00% | −194,757−72.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 73,222 | $4.54M | 0.01% | +73,222 | New |
| Amalgamated Bank | 73,380 | $4.55M | 0.03% | −2,430−3.2% | Reduced |
| The PNC Financial Services Group, Inc. | 74,161 | $4.60M | 0.00% | +77+0.1% | Added |
| Citigroup Inc | 74,633 | $4.63M | 0.00% | −152,137−67.1% | Reduced |
| Prudential Financial Inc | 76,727 | $4.81M | 0.01% | +28,644+59.6% | Added |
| Schonfeld Strategic Advisors LLC | 78,767 | $4.88M | 0.02% | −67,922−46.3% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 82,700 | $5.12M | 0.08% | −16,266−16.4% | Reduced |
| Lee Danner & Bass Inc | 83,811 | $5.19M | 0.37% | −7,240−8.0% | Reduced |
| Commerce Bank | 85,250 | $5.28M | 0.03% | −390.0% | Reduced |
| Brevan Howard Capital Management LP | 85,508 | $5.30M | 0.10% | +81,710+2,151.4% | Added |
| Ervin Investment Management, LLC | 87,104 | $5.40M | 3.02% | +406+0.5% | Added |
| Creative Planning | 87,261 | $5.41M | 0.00% | +32,993+60.8% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 88,175 | $5.46M | 0.03% | −9,422−9.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 90,346 | $5.60M | 0.19% | +90,346 | New |
| Allianz Asset Management GmbH | 92,526 | $5.73M | 0.01% | −3,054−3.2% | Reduced |
| Prana Capital Management, LP | 93,171 | $5.77M | 0.21% | +977+1.1% | Added |
| KBC Group NV | 94,945 | $5.88M | 0.01% | −12,402−11.6% | Reduced |
| 1492 Capital Management LLC | 94,971 | $5.89M | 2.25% | +1,528+1.6% | Added |
| ExodusPoint Capital Management, LP | 95,049 | $5.89M | 0.07% | +14,029+17.3% | Added |
| Great West Life Assurance Co | 95,286 | $5.91M | 0.01% | −38,743−28.9% | Reduced |
| ACR Alpine Capital Research, LLC | 95,758 | $5.93M | 0.09% | +42,406+79.5% | Added |
| RBF Capital, LLC | 100,000 | $6.20M | 0.28% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 100,000 | $6.20M | 0.43% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 108,669 | $6.73M | 0.01% | −499,250−82.1% | Reduced |
| CWM, LLC | 108,739 | $6.74M | 0.02% | +98,932+1,008.8% | Added |
| VR Advisory Services Ltd | 108,747 | $6.74M | 1.07% | +108,747 | New |
| Amundi | 108,844 | $6.75M | 0.00% | −14,302−11.6% | Reduced |
| Boston Partners | 118,747 | $7.36M | 0.01% | −11,114−8.6% | Reduced |
| Gabelli Funds LLC | 122,210 | $7.57M | 0.05% | −6,300−4.9% | Reduced |
| Manufacturers Life Insurance Company, The | 122,384 | $7.58M | 0.01% | −5,628−4.4% | Reduced |
| Poehling Capital Management, LLC | 122,995 | $7.62M | 1.56% | −822−0.7% | Reduced |
| Envestnet Asset Management Inc | 124,024 | $7.69M | 0.00% | −122,261−49.6% | Reduced |
| Franklin Resources Inc | 128,011 | $7.93M | 0.00% | −112,450−46.8% | Reduced |
| HRT Financial LP | 128,515 | $7.96M | 0.03% | −214,553−62.5% | Reduced |
| Assenagon Asset Management S.A. | 130,247 | $8.07M | 0.01% | −41,078−24.0% | Reduced |
| Intech Investment Management LLC | 132,263 | $8.20M | 0.07% | +64,682+95.7% | Added |
| Price T Rowe Associates Inc | 134,377 | $8.33M | 0.00% | +7,400+5.8% | Added |
| Royal Bank of Canada | 135,869 | $8.42M | 0.00% | −106,431−43.9% | Reduced |
| Lafayette Investments, Inc. | 137,585 | $8.53M | 1.61% | −467−0.3% | Reduced |
| Acadian Asset Management LLC | 138,732 | $8.59M | 0.01% | +46,496+50.4% | Added |
| California State Teachers Retirement System | 146,671 | $9.09M | 0.01% | +845+0.6% | Added |
| Waterfront Wealth Inc. | 146,156 | $9.23M | 1.75% | +210.0% | Added |
| Mariner, LLC | 148,964 | $9.24M | 0.01% | +97,718+190.7% | Added |
| Capitolis Liquid Global Markets LLC | 153,000 | $9.48M | 0.06% | +153,000 | New |
| American Century Companies Inc | 155,050 | $9.61M | 0.00% | −54,479−26.0% | Reduced |
| State Board of Administration of Florida Retirement System | 155,157 | $9.62M | 0.02% | −23,914−13.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 147,894 | $9.85M | 0.01% | +31,288+26.8% | Added |