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 |
|---|---|---|---|---|---|
| Covea Finance | 0 | $0 | 0.00% | −175,600−100.0% | Sold out |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −160,000−100.0% | Sold out |
| Shapiro Capital Management LLC | 0 | $0 | 0.00% | −153,100−100.0% | Sold out |
| Kera Capital Partners, Inc. | 0 | $0 | 0.00% | −104,675−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −98,801−100.0% | Sold out |
| Insight Wealth Strategies, LLC | 0 | $0 | 0.00% | −81,769−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −74,094−100.0% | Sold out |
| Boston Common Asset Management, LLC | 0 | $0 | 0.00% | −61,317−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −57,621−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −37,853−100.0% | Sold out |
| Abn Amro Investment Solutions | 0 | $0 | 0.00% | −32,737−100.0% | Sold out |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −32,630−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −32,316−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −31,677−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −26,864−100.0% | Sold out |
| Harbour Capital Advisors, LLC | 0 | $0 | 0.00% | −29,265−100.0% | Sold out |
| Nicholas Company, Inc. | 0 | $0 | 0.00% | −24,380−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −22,924−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −21,913−100.0% | Sold out |
| AMG National Trust Bank | 0 | $0 | 0.00% | −18,788−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −17,777−100.0% | Sold out |
| Thoma Capital Management LLC | 0 | $0 | 0.00% | −15,524−100.0% | Sold out |
| Guyasuta Investment Advisors Inc | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −14,332−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −11,954−100.0% | Sold out |
| Alpine Woods Capital Investors, LLC | 0 | $0 | 0.00% | −11,851−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −7,744−100.0% | Sold out |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −6,866−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −6,507−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −5,863−100.0% | Sold out |
| Sender Co & Partners, Inc. | 0 | $0 | 0.00% | −5,180−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −4,368−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −4,315−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −4,169−100.0% | Sold out |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −4,097−100.0% | Sold out |
| SLT Holdings LLC | 0 | $0 | 0.00% | −4,050−100.0% | Sold out |
| Huber Capital Management LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −3,777−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −3,776−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −3,771−100.0% | Sold out |
| Lewis Asset Management, LLC | 0 | $0 | 0.00% | −3,573−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −3,596−100.0% | Sold out |
| QRG Capital Management, Inc. | 0 | $0 | 0.00% | −3,247−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,112−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −2,031−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −1,872−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −985−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −909−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −838−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −765−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −508−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −422−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −365−100.0% | Sold out |
| Costello Asset Management, INC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −142−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Palisade Asset Management, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Burgundy Asset Management Ltd. | – | – | – | – | Not filed |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| Bard Financial Services, Inc. | – | – | – | – | Not filed |
| Point72 Hong Kong Ltd | – | – | – | – | Not filed |
| Point72 (DIFC) Ltd | – | – | – | – | Not filed |
| Country Club Bank | – | – | – | – | Not filed |
| Apexium Financial, LP | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Point72 Asia (Singapore) Pte. Ltd. | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |
| Point72 Europe (London) LLP | – | – | – | – | Not filed |
| Guerra Advisors Inc | – | – | – | – | Not filed |