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 |
|---|---|---|---|---|---|
| Jump Financial, LLC | 159,200 | $9.87M | 0.12% | +159,200 | New |
| MetLife Investment Management | 160,957 | $9.97M | 0.05% | +71,414+79.8% | Added |
| Man Group plc | 166,585 | $10.3M | 0.02% | +162,585+4,064.6% | Added |
| PEAK6 LLC | 169,729 | $10.5M | 0.29% | −31,166−15.5% | Reduced |
| State of Wisconsin Investment Board | 170,297 | $10.6M | 0.02% | +49,139+40.6% | Added |
| New York State Teachers Retirement System | 173,313 | $10.7M | 0.02% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 173,596 | $10.8M | 0.44% | +6,583+3.9% | Added |
| Sequoia Financial Advisors, LLC | 176,605 | $10.9M | 0.06% | +5,618+3.3% | Added |
| Rock Point Advisors, LLC | 180,372 | $11.2M | 2.80% | +7,138+4.1% | Added |
| Algert Global LLC | 181,670 | $11.3M | 0.18% | +4,790+2.7% | Added |
| Colony Group, LLC | 182,502 | $11.3M | 0.01% | +21,072+13.1% | Added |
| Mercer Global Advisors Inc | 185,791 | $11.5M | 0.02% | +159,016+593.9% | Added |
| Millennium Management LLC | 188,162 | $11.7M | 0.01% | −1,343,937−87.7% | Reduced |
| First Manhattan Co | 193,639 | $12.0M | 0.03% | +248+0.1% | Added |
| Wells Fargo & Company | 196,328 | $12.2M | 0.00% | −168,606−46.2% | Reduced |
| Merrion Investment Management Co, LLC | 199,695 | $12.4M | 6.67% | −7,007−3.4% | Reduced |
| Tudor Investment Corp Et Al | 201,999 | $12.5M | 0.07% | +167,494+485.4% | Added |
| Oppenheimer & Co Inc | 206,430 | $12.8M | 0.18% | +5,655+2.8% | Added |
| Ieq Capital, LLC | 215,762 | $13.4M | 0.04% | +203,305+1,632.1% | Added |
| Two Sigma Investments, LP | 231,537 | $14.3M | 0.02% | −1,221,305−84.1% | Reduced |
| Valueworks LLC | 251,259 | $15.6M | 4.10% | +251,259 | New |
| Two Sigma Advisers, LP | 255,400 | $15.8M | 0.03% | −1,039,300−80.3% | Reduced |
| Legal & General Group Plc | 258,358 | $16.0M | 0.00% | −62,165−19.4% | Reduced |
| Ensign Peak Advisors, Inc | 261,245 | $16.2M | 0.03% | −71,104−21.4% | Reduced |
| Squarepoint Ops LLC | 271,568 | $16.8M | 0.03% | +109,840+67.9% | Added |
| Strategic Wealth Partners, Ltd. | 279,809 | $17.3M | 1.19% | +83,419+42.5% | Added |
| California Public Employees Retirement System | 282,893 | $17.5M | 0.01% | −11,552−3.9% | Reduced |
| Cerity Partners LLC | 282,934 | $17.5M | 0.03% | +65,399+30.1% | Added |
| Gradient Investments LLC | 291,780 | $18.1M | 0.29% | +259,615+807.1% | Added |
| Swiss National Bank | 305,000 | $18.9M | 0.01% | +5,100+1.7% | Added |
| SG Americas Securities, LLC | 311,419 | $19.3M | 0.03% | +291,714+1,480.4% | Added |
| LPL Financial LLC | 325,092 | $20.1M | 0.01% | −34,711−9.6% | Reduced |
| Robotti Robert | 328,934 | $20.4M | 3.66% | −3,757−1.1% | Reduced |
| Ameriprise Financial Inc | 335,467 | $20.8M | 0.00% | −49,573−12.9% | Reduced |
| Captrust Financial Advisors | 348,333 | $21.6M | 0.04% | +17,752+5.4% | Added |
| Loomis Sayles & Co L P | 349,783 | $21.7M | 0.03% | −51,913−12.9% | Reduced |
| Invesco Ltd. | 349,958 | $21.7M | 0.00% | −148,353−29.8% | Reduced |
| Principal Financial Group Inc | 363,350 | $22.5M | 0.01% | −1,111,949−75.4% | Reduced |
| Quantinno Capital Management LP | 379,121 | $23.5M | 0.05% | +127,235+50.5% | Added |
| Capital Fund Management S.A. | 388,042 | $24.0M | 0.23% | +225,472+138.7% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 398,000 | $24.7M | 0.21% | −400,000−50.1% | Reduced |
| UBS Asset Management Americas Inc | 411,175 | $25.5M | 0.01% | +11,517+2.9% | Added |
| Private Capital Management, LLC | 419,429 | $26.0M | 2.47% | +790+0.2% | Added |
| Rhumbline Advisers | 424,335 | $26.3M | 0.02% | −2,435−0.6% | Reduced |
| Balyasny Asset Management LLC | 427,365 | $26.5M | 0.05% | −461,175−51.9% | Reduced |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 433,558 | $26.9M | 0.01% | 00.0% | Unchanged |
| GoodHaven Capital Management, LLC | 442,487 | $27.4M | 8.88% | +500+0.1% | Added |
| Check Capital Management Inc | 452,487 | $28.0M | 1.68% | +452,487 | New |
| Retirement Systems of Alabama | 470,130 | $29.1M | 0.09% | −1,468−0.3% | Reduced |
| Hosking Partners LLP | 486,332 | $30.1M | 1.02% | −1,813−0.4% | Reduced |
| Russell Investments Group, Ltd. | 500,965 | $31.0M | 0.03% | +172,056+52.3% | Added |
| Mraz, Amerine & Associates, Inc. | 578,763 | $35.9M | 5.33% | +10,047+1.8% | Added |
| Bamco Inc | 596,528 | $37.0M | 0.10% | +77,000+14.8% | Added |
| First Trust Advisors LP | 605,317 | $37.5M | 0.03% | +236,843+64.3% | Added |
| Moerus Capital Management LLC | 609,721 | $37.8M | 16.29% | −70,122−10.3% | Reduced |
| Ci Investments Inc. | 620,911 | $38.5M | 0.17% | +572,966+1,195.0% | Added |
| Private Management Group Inc | 657,900 | $40.8M | 1.19% | −4,994−0.8% | Reduced |
| Marshall Wace, LLP | 678,550 | $42.0M | 0.04% | −108,406−13.8% | Reduced |
| Victory Capital Management Inc | 698,492 | $43.3M | 0.02% | +47,276+7.3% | Added |
| NewEdge Wealth, LLC | 924,615 | $57.3M | 0.65% | +14,812+1.6% | Added |
| Nuveen, LLC | 932,357 | $57.8M | 0.02% | −15,121−1.6% | Reduced |
| Deutsche Bank AG | 954,291 | $59.1M | 0.02% | +324,515+51.5% | Added |
| Freestone Grove Partners LP | 959,288 | $59.4M | 0.43% | +637,684+198.3% | Added |
| Federated Hermes, Inc. | 968,551 | $60.0M | 0.10% | −513,442−34.6% | Reduced |
| Munro Partners | 975,795 | $60.5M | 1.69% | +975,795 | New |
| SEI Investments Co | 982,398 | $60.9M | 0.06% | +408,279+71.1% | Added |
| Artemis Investment Management LLP | 984,103 | $61.0M | 0.74% | −1,395,476−58.6% | Reduced |
| UBS Group AG | 991,817 | $61.5M | 0.01% | −69,891−6.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,016,854 | $63.0M | 0.24% | +868,011+583.2% | Added |
| D. E. Shaw & Co., Inc. | 1,107,070 | $68.6M | 0.05% | +1,024,828+1,246.1% | Added |
| Charles Schwab Investment Management Inc | 1,173,560 | $72.7M | 0.01% | +23,186+2.0% | Added |
| Beck Mack & Oliver LLC | 1,232,297 | $76.4M | 1.39% | −34,983−2.8% | Reduced |
| Northern Trust Corp | 1,417,172 | $87.8M | 0.01% | −42,149−2.9% | Reduced |
| Bank of New York Mellon Corp | 1,428,431 | $88.5M | 0.02% | −141,865−9.0% | Reduced |
| Barclays PLC | 1,434,218 | $88.9M | 0.04% | −94,781−6.2% | Reduced |
| Citadel Advisors LLC | 1,468,373 | $91.0M | 0.06% | +1,179,386+408.1% | Added |
| FMR LLC | 1,560,292 | $96.7M | 0.00% | +61,402+4.1% | Added |
| Bank of America Corp | 1,723,143 | $106.8M | 0.01% | −54,026−3.0% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,755,057 | $108.8M | 0.36% | −239,865−12.0% | Reduced |
| Goldman Sachs Group Inc | 1,761,888 | $109.2M | 0.02% | −65,113−3.6% | Reduced |
| JPMorgan Chase & Co | 1,959,827 | $121.5M | 0.01% | −3,026,185−60.7% | Reduced |
| Fisher Asset Management, LLC | 2,115,316 | $131.1M | 0.04% | −2320.0% | Reduced |
| Norges Bank | 2,349,258 | $145.6M | 0.02% | +2,349,258 | New |
| Morgan Stanley | 2,524,669 | $156.5M | 0.01% | −257,514−9.3% | Reduced |
| First Pacific Advisors, LP | 2,580,283 | $159.9M | 2.11% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 2,607,512 | $161.6M | 0.03% | +29,092+1.1% | Added |
| Geode Capital Management, LLC | 2,942,554 | $182.4M | 0.01% | +24,171+0.8% | Added |
| AQR Capital Management LLC | 3,412,301 | $211.5M | 0.11% | +2,984,055+696.8% | Added |
| Eminence Capital, LP | 3,812,615 | $236.3M | 3.74% | +454,054+13.5% | Added |
| Alyeska Investment Group, L.P. | 3,972,352 | $246.2M | 0.70% | +3,211,375+422.0% | Added |
| Massachusetts Mutual Life Insurance Co | 4,654,362 | $288.4M | 11.89% | −8690.0% | Reduced |
| State Street Corp | 4,761,720 | $295.1M | 0.01% | −65,557−1.4% | Reduced |
| Alliancebernstein L.P. | 5,576,734 | $345.6M | 0.11% | −198,731−3.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 7,152,838 | $453.9M | 0.74% | −200,561−2.7% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 9,247,081 | $573.0M | 10.26% | 00.0% | Unchanged |
| Vanguard Group Inc | 14,734,593 | $913.1M | 0.01% | −140,786−0.9% | Reduced |
| BlackRock, Inc. | 16,351,672 | $1.01B | 0.02% | +805,853+5.2% | Added |
| Wealth High Governance Capital Ltda | 0 | $0 | 0.00% | −240,000−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −186,470−100.0% | Sold out |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −181,444−100.0% | Sold out |