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 |
|---|---|---|---|---|---|
| Capitolis Liquid Global Markets LLC | 153,000 | $9.48M | 0.06% | +153,000 | New |
| Mariner, LLC | 148,964 | $9.24M | 0.01% | +97,718+190.7% | Added |
| Waterfront Wealth Inc. | 146,156 | $9.23M | 1.75% | +210.0% | Added |
| California State Teachers Retirement System | 146,671 | $9.09M | 0.01% | +845+0.6% | Added |
| Acadian Asset Management LLC | 138,732 | $8.59M | 0.01% | +46,496+50.4% | Added |
| Lafayette Investments, Inc. | 137,585 | $8.53M | 1.61% | −467−0.3% | Reduced |
| Royal Bank of Canada | 135,869 | $8.42M | 0.00% | −106,431−43.9% | Reduced |
| Price T Rowe Associates Inc | 134,377 | $8.33M | 0.00% | +7,400+5.8% | Added |
| Intech Investment Management LLC | 132,263 | $8.20M | 0.07% | +64,682+95.7% | Added |
| Assenagon Asset Management S.A. | 130,247 | $8.07M | 0.01% | −41,078−24.0% | Reduced |
| HRT Financial LP | 128,515 | $7.96M | 0.03% | −214,553−62.5% | Reduced |
| Franklin Resources Inc | 128,011 | $7.93M | 0.00% | −112,450−46.8% | Reduced |
| Envestnet Asset Management Inc | 124,024 | $7.69M | 0.00% | −122,261−49.6% | Reduced |
| Poehling Capital Management, LLC | 122,995 | $7.62M | 1.56% | −822−0.7% | Reduced |
| Manufacturers Life Insurance Company, The | 122,384 | $7.58M | 0.01% | −5,628−4.4% | Reduced |
| Gabelli Funds LLC | 122,210 | $7.57M | 0.05% | −6,300−4.9% | Reduced |
| Boston Partners | 118,747 | $7.36M | 0.01% | −11,114−8.6% | Reduced |
| Amundi | 108,844 | $6.75M | 0.00% | −14,302−11.6% | Reduced |
| VR Advisory Services Ltd | 108,747 | $6.74M | 1.07% | +108,747 | New |
| CWM, LLC | 108,739 | $6.74M | 0.02% | +98,932+1,008.8% | Added |
| Qube Research & Technologies Ltd | 108,669 | $6.73M | 0.01% | −499,250−82.1% | Reduced |
| 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 |
| ACR Alpine Capital Research, LLC | 95,758 | $5.93M | 0.09% | +42,406+79.5% | Added |
| Great West Life Assurance Co | 95,286 | $5.91M | 0.01% | −38,743−28.9% | Reduced |
| ExodusPoint Capital Management, LP | 95,049 | $5.89M | 0.07% | +14,029+17.3% | Added |
| 1492 Capital Management LLC | 94,971 | $5.89M | 2.25% | +1,528+1.6% | Added |
| KBC Group NV | 94,945 | $5.88M | 0.01% | −12,402−11.6% | Reduced |
| Prana Capital Management, LP | 93,171 | $5.77M | 0.21% | +977+1.1% | Added |
| Allianz Asset Management GmbH | 92,526 | $5.73M | 0.01% | −3,054−3.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 90,346 | $5.60M | 0.19% | +90,346 | New |
| Lansforsakringar Fondforvaltning AB (publ) | 88,175 | $5.46M | 0.03% | −9,422−9.7% | Reduced |
| Creative Planning | 87,261 | $5.41M | 0.00% | +32,993+60.8% | Added |
| Ervin Investment Management, LLC | 87,104 | $5.40M | 3.02% | +406+0.5% | Added |
| Brevan Howard Capital Management LP | 85,508 | $5.30M | 0.10% | +81,710+2,151.4% | Added |
| Commerce Bank | 85,250 | $5.28M | 0.03% | −390.0% | Reduced |
| Lee Danner & Bass Inc | 83,811 | $5.19M | 0.37% | −7,240−8.0% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 82,700 | $5.12M | 0.08% | −16,266−16.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 78,767 | $4.88M | 0.02% | −67,922−46.3% | Reduced |
| Prudential Financial Inc | 76,727 | $4.81M | 0.01% | +28,644+59.6% | Added |
| Citigroup Inc | 74,633 | $4.63M | 0.00% | −152,137−67.1% | Reduced |
| The PNC Financial Services Group, Inc. | 74,161 | $4.60M | 0.00% | +77+0.1% | Added |
| Amalgamated Bank | 73,380 | $4.55M | 0.03% | −2,430−3.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 73,222 | $4.54M | 0.01% | +73,222 | New |
| Raymond James Financial Inc | 72,638 | $4.50M | 0.00% | −194,757−72.8% | Reduced |
| Nisa Investment Advisors, LLC | 72,553 | $4.50M | 0.01% | +10.0% | Added |
| New York State Common Retirement Fund | 70,837 | $4.39M | 0.01% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 68,679 | $4.26M | 0.04% | −7,533−9.9% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 66,871 | $4.17M | 0.01% | +22,398+50.4% | Added |
| Janus Henderson Group PLC | 67,014 | $4.15M | 0.00% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 66,681 | $4.13M | 0.04% | −8,820−11.7% | Reduced |
| Alessandra Capital Management, LLC | 64,960 | $4.03M | 3.58% | +64,960 | New |
| Police & Firemen's Retirement System of New Jersey | 64,454 | $3.99M | 0.03% | −3,769−5.5% | Reduced |
| Treasurer of the State of North Carolina | 64,150 | $3.98M | 0.01% | −4,686−6.8% | Reduced |
| Walleye Capital LLC | 63,166 | $3.91M | 0.02% | +63,166 | New |
| Picton Mahoney Asset Management | 62,809 | $3.89M | 0.04% | +62,809 | New |
| State of Tennessee, Treasury Department | 61,714 | $3.78M | 0.01% | −2,643−4.1% | Reduced |
| SWP Investment Management LLC | 59,996 | $3.72M | 2.70% | +25,080+71.8% | Added |
| Stifel Financial Corp | 59,153 | $3.67M | 0.00% | −10,149−14.6% | Reduced |
| CIBC Private Wealth Group, LLC | 59,057 | $3.66M | 0.01% | +313+0.5% | Added |
| Voya Investment Management LLC | 57,992 | $3.59M | 0.00% | +7,539+14.9% | Added |
| Comerica Bank | 56,173 | $3.48M | 0.01% | −9,556−14.5% | Reduced |
| Dean Investment Associates, LLC | 55,962 | $3.47M | 0.50% | +10,654+23.5% | Added |
| Cetera Investment Advisers | 52,560 | $3.26M | 0.00% | +7,919+17.7% | Added |
| Yousif Capital Management, LLC | 53,152 | $3.25M | 0.04% | −1,070−2.0% | Reduced |
| State of New Jersey Common Pension Fund D | 52,322 | $3.24M | 0.01% | +1,679+3.3% | Added |
| First Wilshire Securities Management Inc | 52,173 | $3.23M | 0.81% | −86−0.2% | Reduced |
| Polar Asset Management Partners Inc. | 50,787 | $3.15M | 0.06% | +50,787 | New |
| Teachers Retirement System of the State of Kentucky | 50,535 | $3.13M | 0.02% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 49,855 | $3.09M | 0.05% | −3,164−6.0% | Reduced |
| Jane Street Group, LLC | 49,800 | $3.09M | 0.00% | +42,379+571.1% | Added |
| Advisor Group Holdings, Inc. | 49,399 | $3.06M | 0.00% | −4,799−8.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 48,272 | $2.99M | 0.01% | +18,215+60.6% | Added |
| Handelsbanken Fonder AB | 47,103 | $2.92M | 0.01% | +5,800+14.0% | Added |
| Condor Capital Management | 46,671 | $2.89M | 0.23% | −1,094−2.3% | Reduced |
| Quantbot Technologies LP | 46,481 | $2.88M | 0.10% | +22,306+92.3% | Added |
| Ameritas Investment Partners, Inc. | 46,399 | $2.88M | 0.09% | −2,090−4.3% | Reduced |
| Public Employees Retirement System of Ohio | 46,085 | $2.86M | 0.01% | −1,748−3.7% | Reduced |
| Louisiana State Employees Retirement System | 45,700 | $2.83M | 0.05% | −200−0.4% | Reduced |
| CI Private Wealth, LLC | 45,661 | $2.83M | 0.00% | −1,703−3.6% | Reduced |
| Caisse de Depot Et Placement du Quebec | 45,370 | $2.81M | 0.00% | +45,370 | New |
| Credit Agricole S A | 45,000 | $2.79M | 0.01% | +45,000 | New |
| Edgestream Partners, L.P. | 44,529 | $2.76M | 0.08% | −10,740−19.4% | Reduced |
| Davidson Capital Management Inc. | 43,719 | $2.71M | 0.59% | −11,618−21.0% | Reduced |
| Wedge Capital Management L L P | 43,504 | $2.70M | 0.05% | +2,171+5.3% | Added |
| Arizona State Retirement System | 43,214 | $2.68M | 0.01% | −2,566−5.6% | Reduced |
| AlphaCore Capital LLC | 43,094 | $2.67M | 0.06% | +1,851+4.5% | Added |
| Trexquant Investment LP | 41,663 | $2.58M | 0.02% | −264,127−86.4% | Reduced |
| Thrivent Financial for Lutherans | 41,367 | $2.56M | 0.00% | −754−1.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 41,296 | $2.56M | 0.01% | −1,057−2.5% | Reduced |
| Commonwealth Equity Services, LLC | 41,145 | $2.55M | 0.00% | +5,879+16.7% | Added |
| Longaeva Partners L.P. | 40,617 | $2.52M | 0.30% | +40,617 | New |
| Engineers Gate Manager LP | 40,260 | $2.49M | 0.03% | +40,260 | New |
| Walleye Trading LLC | 40,004 | $2.48M | 0.04% | +8,220+25.9% | Added |
| Safeguard Investment Advisory Group, LLC | 39,437 | $2.44M | 0.63% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 39,339 | $2.44M | 0.04% | −10,550−21.1% | Reduced |
| State of Michigan Retirement System | 39,016 | $2.42M | 0.01% | −300−0.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 38,511 | $2.39M | 0.05% | +62+0.2% | Added |
| Virginia Retirement Systems Et Al | 37,750 | $2.34M | 0.01% | +37,750 | New |
| Wittenberg Investment Management, Inc. | 37,074 | $2.30M | 0.88% | −200−0.5% | Reduced |