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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 37,004 | $2.29M | 0.00% | −63,995−63.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 36,922 | $2.29M | 0.03% | +138+0.4% | Added |
| Quest Partners LLC | 36,813 | $2.28M | 0.13% | +10,809+41.6% | Added |
| GWM Advisors LLC | 36,347 | $2.25M | 0.01% | +2,772+8.3% | Added |
| Intrepid Capital Management Inc | 36,012 | $2.23M | 0.86% | 00.0% | Unchanged |
| TB Alternative Assets Ltd. | 35,234 | $2.18M | 0.36% | +35,234 | New |
| BNP Paribas Arbitrage, SA | 35,053 | $2.17M | 0.00% | −36,251−50.8% | Reduced |
| Baader Bank INC | 35,037 | $2.17M | 0.18% | +35,037 | New |
| Advisory Research Inc | 33,653 | $2.09M | 0.26% | −2,007−5.6% | Reduced |
| New Mexico Educational Retirement Board | 33,119 | $2.05M | 0.06% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 33,100 | $2.05M | 0.01% | +800+2.5% | Added |
| Segall Bryant & Hamill, LLC | 33,064 | $2.05M | 0.03% | −8,000−19.5% | Reduced |
| Oregon Public Employees Retirement Fund | 32,787 | $2.03M | 0.03% | −400−1.2% | Reduced |
| Caxton Associates LLP | 31,824 | $1.97M | 0.04% | −28,632−47.4% | Reduced |
| Brinker Capital Investments, LLC | 31,124 | $1.93M | 0.01% | −6,269−16.8% | Reduced |
| Altfest L J & Co Inc | 30,578 | $1.89M | 0.21% | +30,578 | New |
| Moors & Cabot, Inc. | 30,400 | $1.88M | 0.08% | −5,775−16.0% | Reduced |
| Brian Low Financial Group, LLC | 29,763 | $1.84M | 1.31% | +9,000+43.3% | Added |
| Dean Capital Management | 29,603 | $1.83M | 0.78% | +6,403+27.6% | Added |
| Natixis Advisors, L.P. | 29,078 | $1.80M | 0.00% | −5,630−16.2% | Reduced |
| Wellington Shields Capital Management, LLC | 28,900 | $1.79M | 0.26% | 00.0% | Unchanged |
| Intrinsic Value Partners, LLC | 28,871 | $1.79M | 1.34% | −750−2.5% | Reduced |
| Miller Howard Investments Inc | 28,608 | $1.77M | 0.05% | −493,686−94.5% | Reduced |
| US Bancorp | 28,582 | $1.77M | 0.00% | −988−3.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 27,278 | $1.76M | 0.04% | +8,187+42.9% | Added |
| Verition Fund Management LLC | 28,315 | $1.75M | 0.01% | +5,800+25.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 28,090 | $1.74M | 0.00% | +25,026+816.8% | Added |
| Pathstone Holdings, LLC | 28,042 | $1.74M | 0.01% | −1,012−3.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 27,198 | $1.69M | 0.01% | −3,434−11.2% | Reduced |
| Entropy Technologies, LP | 27,118 | $1.68M | 0.09% | +15,634+136.1% | Added |
| Neuberger Berman Group LLC | 26,799 | $1.66M | 0.00% | +343+1.3% | Added |
| MBM Wealth Consultants, LLC | 26,750 | $1.66M | 0.39% | +355+1.3% | Added |
| Modera Wealth Management, LLC | 26,277 | $1.63M | 0.02% | −734−2.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 25,725 | $1.59M | 0.01% | −2,188−7.8% | Reduced |
| Alberta Investment Management Corp | 25,400 | $1.57M | 0.01% | +25,400 | New |
| Utah Retirement Systems | 25,267 | $1.57M | 0.01% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 25,000 | $1.55M | 0.14% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 24,933 | $1.55M | 0.01% | +496+2.0% | Added |
| Parallel Advisors, LLC | 24,618 | $1.53M | 0.03% | +14,072+133.4% | Added |
| Mattson Financial Services, LLC | 24,150 | $1.50M | 0.35% | +18,071+297.3% | Added |
| Park Avenue Securities LLC | 24,005 | $1.49M | 0.01% | −648−2.6% | Reduced |
| Bridgewater Associates, LP | 23,848 | $1.48M | 0.01% | +23,848 | New |
| Tiaa Trust, National Association | 23,266 | $1.44M | 0.00% | +135+0.6% | Added |
| Shelton Wealth Management, LLC | 23,078 | $1.43M | 0.62% | +1,688+7.9% | Added |
| Pictet Asset Management Holding SA | 22,645 | $1.40M | 0.00% | +916+4.2% | Added |
| JustInvest LLC | 22,451 | $1.39M | 0.01% | −1,375−5.8% | Reduced |
| Summit Trail Advisors, LLC | 22,409 | $1.39M | 0.02% | +5,247+30.6% | Added |
| Summit Financial, LLC | 22,111 | $1.37M | 0.02% | −196−0.9% | Reduced |
| NBC Securities, Inc. | 21,917 | $1.36M | 0.10% | +18,440+530.3% | Added |
| XTX Topco Ltd | 21,870 | $1.36M | 0.04% | +17,609+413.3% | Added |
| Gotham Asset Management, LLC | 21,479 | $1.33M | 0.00% | +69+0.3% | Added |
| LSV Asset Management | 21,378 | $1.32M | 0.00% | +3,378+18.8% | Added |
| MML Investors Services, LLC | 20,166 | $1.25M | 0.00% | +5,761+40.0% | Added |
| Xponance, Inc. | 20,030 | $1.24M | 0.01% | −1,327−6.2% | Reduced |
| Parsons Capital Management Inc | 20,000 | $1.24M | 0.07% | −4,743−19.2% | Reduced |
| Magnetar Financial LLC | 19,927 | $1.23M | 0.01% | +19,927 | New |
| Joel Isaacson & Co., LLC | 19,836 | $1.23M | 0.04% | +10.0% | Added |
| Clearstead Advisors, LLC | 19,773 | $1.23M | 0.02% | +19,447+5,965.3% | Added |
| Pacer Advisors, Inc. | 19,735 | $1.22M | 0.00% | −2,126−9.7% | Reduced |
| Bank of Montreal | 18,778 | $1.16M | 0.00% | −713−3.7% | Reduced |
| Jupiter Asset Management Ltd | 18,682 | $1.16M | 0.01% | +18,682 | New |
| Citadel Investment Advisory, Inc. | 18,480 | $1.15M | 0.49% | +60+0.3% | Added |
| Dark Forest Capital Management LP | 18,126 | $1.12M | 0.05% | −4,022−18.2% | Reduced |
| Evelyn Partners Investment Management LLP | 17,596 | $1.09M | 0.03% | −9,145−34.2% | Reduced |
| American Alpha Advisors, LLC | 17,500 | $1.08M | 0.68% | +17,500 | New |
| Blair William & Co | 17,239 | $1.07M | 0.00% | +279+1.6% | Added |
| Buckingham Strategic Partners | 17,076 | $1.06M | 0.01% | +8,678+103.3% | Added |
| Voleon Capital Management LP | 16,617 | $1.03M | 0.02% | +5,118+44.5% | Added |
| VestGen Advisors, LLC | 16,595 | $1.03M | 0.04% | −4,527−21.4% | Reduced |
| State of Alaska, Department of Revenue | 16,493 | $1.02M | 0.01% | −1,485−8.3% | Reduced |
| Merit Financial Group, LLC | 16,472 | $1.02M | 0.01% | +9,785+146.3% | Added |
| Quadrant Capital Group LLC | 16,214 | $1.00M | 0.03% | +403+2.5% | Added |
| Pinnacle Associates Ltd | 16,178 | $1.00M | 0.01% | +6,941+75.1% | Added |
| Lansing Street Advisors | 15,723 | $974.4K | 0.25% | +15,723 | New |
| Jefferies Financial Group Inc. | 15,333 | $950.2K | 0.01% | +858+5.9% | Added |
| Blueshift Asset Management, LLC | 15,006 | $929.9K | 0.27% | +15,006 | New |
| 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 |
| Redmont Wealth Advisors LLC | 14,832 | $919.1K | 1.39% | +333+2.3% | Added |
| Coldstream Capital Management Inc | 14,823 | $918.6K | 0.01% | +1,562+11.8% | Added |
| New York Life Investment Management LLC | 14,794 | $916.8K | 0.01% | +14,794 | New |
| Centennial Bank | 14,534 | $900.7K | 0.36% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 14,367 | $890.3K | 0.10% | −30.0% | Reduced |
| King Luther Capital Management Corp | 14,365 | $890.2K | 0.00% | −306−2.1% | Reduced |
| Laurion Capital Management LP | 14,180 | $878.7K | 0.06% | −68,495−82.8% | Reduced |
| Farther Finance Advisors, LLC | 14,158 | $877.4K | 0.01% | +2,855+25.3% | Added |
| Ancora Advisors, LLC | 14,010 | $868.2K | 0.02% | −165−1.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 13,780 | $854.0K | 0.00% | +1,339+10.8% | Added |
| Banque Pictet & Cie SA | 13,763 | $852.9K | 0.01% | −3,234−19.0% | Reduced |
| EntryPoint Capital, LLC | 13,641 | $845.3K | 0.33% | +6,043+79.5% | Added |
| Ofi Invest Asset Management | 15,956 | $841.9K | 0.01% | +1,473+10.2% | Added |
| Pallas Capital Advisors LLC | 13,349 | $827.2K | 0.03% | +8,607+181.5% | Added |
| National Bank of Canada | 13,141 | $814.6K | 0.00% | −322−2.4% | Reduced |
| Sanctuary Advisors, LLC | 13,098 | $811.7K | 0.00% | −6,148−31.9% | Reduced |
| Silvercrest Asset Management Group LLC | 13,010 | $806.2K | 0.01% | −16−0.1% | Reduced |
| Public Employees Retirement Association of Colorado | 12,896 | $799.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 12,084 | $750.0K | 0.00% | −19,909−62.2% | Reduced |
| Securian Asset Management, Inc | 12,026 | $745.3K | 0.03% | −317−2.6% | Reduced |
| Evercore Wealth Management, LLC | 11,963 | $741.3K | 0.01% | −1,790−13.0% | Reduced |
| Toroso Investments, LLC | 11,860 | $735.0K | 0.00% | +6,252+111.5% | Added |