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 |
|---|---|---|---|---|---|
| Daiwa Securities Group Inc. | 11,626 | $720.0K | 0.00% | +4,299+58.7% | Added |
| Crossmark Global Holdings, Inc. | 11,503 | $712.8K | 0.01% | −571−4.7% | Reduced |
| KWMG, LLC | 11,239 | $696.5K | 0.06% | −1,240−9.9% | Reduced |
| Connable Office Inc | 11,200 | $694.1K | 0.06% | 00.0% | Unchanged |
| Simmons Bank | 11,178 | $692.7K | 0.05% | +1,643+17.2% | Added |
| Dynamic Technology Lab Private Ltd | 11,019 | $683.0K | 0.15% | −10,971−49.9% | Reduced |
| Chou Associates Management Inc.SuperinvestorChou Associates | 10,987 | $680.9K | 0.34% | 00.0% | Unchanged |
| M&T Bank Corp | 10,830 | $671.1K | 0.00% | −19,771−64.6% | Reduced |
| RMB Capital Management, LLC | 10,646 | $659.7K | 0.01% | +10,646 | New |
| Storebrand Asset Management AS | 10,645 | $659.7K | 0.00% | 00.0% | Unchanged |
| Krilogy Financial LLC | 10,464 | $658.9K | 0.02% | +5,331+103.9% | Added |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 10,607 | $657.3K | 0.54% | +10,607 | New |
| Pitcairn Wealth Advisors LLC | 10,499 | $650.6K | 0.06% | +10,499 | New |
| Equitable Trust Co | 10,365 | $642.3K | 0.03% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 10,215 | $633.0K | 0.00% | +6,319+162.2% | Added |
| Kestra Advisory Services, LLC | 10,209 | $632.6K | 0.00% | +10,209 | New |
| HB Wealth Management, LLC | 10,078 | $624.6K | 0.00% | +3,533+54.0% | Added |
| Cinctive Capital Management LP | 10,000 | $619.7K | 0.04% | −51,021−83.6% | Reduced |
| Lynx Capital Group Ltd | 10,000 | $619.7K | 0.28% | 00.0% | Unchanged |
| Brown Financial Advisors | 9,707 | $601.5K | 0.22% | +9,707 | New |
| Umb Bank N A | 9,457 | $586.0K | 0.01% | +607+6.9% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,432 | $584.5K | 0.07% | −94−1.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,420 | $583.8K | 0.00% | −246−2.5% | Reduced |
| Truist Financial Corp | 9,264 | $574.1K | 0.00% | −3,844−29.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 9,257 | $573.7K | 0.01% | −713−7.2% | Reduced |
| Sylvest Advisors, LLC | 9,180 | $568.9K | 0.30% | −1,722−15.8% | Reduced |
| Shay Capital LLC | 9,000 | $557.7K | 0.09% | +2,000+28.6% | Added |
| Evergreen Capital Management LLC | 8,855 | $548.7K | 0.01% | +3,207+56.8% | Added |
| Integrated Wealth Concepts LLC | 8,848 | $548.3K | 0.01% | +8,848 | New |
| Total Clarity Wealth Management, Inc. | 8,750 | $542.2K | 0.13% | 00.0% | Unchanged |
| Yelin Lapidot Holdings Management Ltd. | 8,652 | $536.2K | 0.11% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 8,510 | $527.3K | 0.00% | +4,893+135.3% | Added |
| Meeder Advisory Services, Inc. | 8,379 | $519.2K | 0.02% | +679+8.8% | Added |
| Tectonic Advisors LLC | 8,340 | $516.8K | 0.03% | +2,028+32.1% | Added |
| Cynosure Management, LLC | 8,225 | $509.7K | 0.05% | +8,225 | New |
| Maryland State Retirement & Pension System | 8,158 | $505.6K | 0.01% | 00.0% | Unchanged |
| Winton Group Ltd | 8,100 | $502.0K | 0.02% | +8,100 | New |
| Chicago Partners Investment Group LLC | 8,034 | $500.6K | 0.01% | +3,885+93.6% | Added |
| Arnhold LLC | 8,000 | $495.8K | 0.04% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 7,987 | $495.0K | 0.17% | −15−0.2% | Reduced |
| Hilltop Holdings Inc. | 7,982 | $494.6K | 0.03% | +1,768+28.5% | Added |
| Ethic Inc. | 7,838 | $485.7K | 0.01% | −689−8.1% | Reduced |
| Copley Financial Group, Inc. | 7,760 | $480.9K | 0.30% | +7,760 | New |
| Skopos Labs, Inc. | 7,587 | $475.6K | 0.02% | +7,587 | New |
| Wilkerson Advisory Group LLC | 7,658 | $474.6K | 0.17% | +7,658 | New |
| Hennion & Walsh Asset Management, Inc. | 7,600 | $471.0K | 0.02% | −285−3.6% | Reduced |
| Alteri Wealth LLC | 7,568 | $469.0K | 0.15% | 00.0% | Unchanged |
| Crewe Advisors LLC | 7,546 | $467.6K | 0.04% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,510 | $465.4K | 0.01% | −110−1.4% | Reduced |
| Boston Trust Walden Corp | 7,500 | $464.8K | 0.00% | 00.0% | Unchanged |
| Havemeyer Place LP | 7,423 | $460.0K | 0.09% | +7,423 | New |
| Swiss Life Asset Management Ltd | 7,287 | $451.6K | 0.00% | +72+1.0% | Added |
| HighPoint Advisor Group LLC | 7,244 | $448.9K | 0.01% | −454−5.9% | Reduced |
| Sterling Capital Management LLC | 7,113 | $440.8K | 0.01% | −98−1.4% | Reduced |
| Atomi Financial Group, Inc. | 7,090 | $439.4K | 0.01% | +115+1.6% | Added |
| Verdad Advisers, LP | 7,009 | $434.3K | 0.50% | +7,009 | New |
| Journey Strategic Wealth LLC | 6,939 | $430.0K | 0.01% | +1,013+17.1% | Added |
| Cooper Financial Group | 6,870 | $425.7K | 0.05% | +47+0.7% | Added |
| Canada Pension Plan Investment Board | 6,800 | $421.4K | 0.00% | +6,800 | New |
| Wiley Bros.-Aintree Capital, LLC | 6,737 | $417.5K | 0.00% | −12,333−64.7% | Reduced |
| Forum Financial Management, LP | 6,690 | $414.6K | 0.01% | −544−7.5% | Reduced |
| CIBC Asset Management Inc | 6,649 | $412.0K | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 6,644 | $411.7K | 0.00% | −2,793−29.6% | Reduced |
| Boothbay Fund Management, LLC | 6,633 | $411.0K | 0.01% | +6,633 | New |
| ProShare Advisors LLC | 6,618 | $410.1K | 0.00% | −400−5.7% | Reduced |
| Caerus Investment Advisors, LLC | 6,465 | $400.6K | 0.13% | +6,465 | New |
| Daymark Wealth Partners, LLC | 6,382 | $395.5K | 0.01% | +336+5.6% | Added |
| Maple Capital Management, Inc. | 6,316 | $391.4K | 0.02% | −133−2.1% | Reduced |
| First National Bank of Omaha | 6,200 | $388.9K | 0.01% | +6,200 | New |
| Mirabella Financial Services LLP | 6,258 | $387.8K | 0.04% | +6,258 | New |
| Aspiriant, LLC | 6,149 | $381.1K | 0.01% | +76+1.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 6,107 | $378.0K | 0.00% | +480+8.5% | Added |
| Vise Technologies, Inc. | 6,084 | $377.0K | 0.01% | +1,387+29.5% | Added |
| Bridgefront Capital, LLC | 6,070 | $376.2K | 0.09% | +1,096+22.0% | Added |
| Greenleaf Trust | 6,049 | $374.9K | 0.00% | +61+1.0% | Added |
| Qsemble Capital Management, LP | 6,039 | $374.2K | 0.03% | +1,698+39.1% | Added |
| DekaBank Deutsche Girozentrale | 7,864 | $373.0K | 0.00% | 00.0% | Unchanged |
| Searle & Co. | 6,000 | $371.8K | 0.10% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 6,000 | $371.8K | 0.04% | 00.0% | Unchanged |
| Quent Capital, LLC | 5,994 | $371.5K | 0.03% | +224+3.9% | Added |
| PFG Investments, LLC | 5,962 | $369.5K | 0.02% | +32+0.5% | Added |
| Whittier Trust Co of Nevada Inc | 5,528 | $366.3K | 0.01% | −330−5.6% | Reduced |
| Advisory Services Network, LLC | 5,875 | $364.1K | 0.01% | +65+1.1% | Added |
| Evolve Private Wealth, LLC | 5,793 | $359.0K | 0.02% | +5,793 | New |
| Janney Montgomery Scott LLC | 5,631 | $349.0K | 0.00% | −256−4.3% | Reduced |
| Whitener Capital Management, Inc. | 5,615 | $348.0K | 0.08% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 5,581 | $345.9K | 0.02% | +5,581 | New |
| BFSG, LLC | 5,550 | $343.9K | 0.03% | +26+0.5% | Added |
| Atria Investments LLC | 5,549 | $343.9K | 0.00% | −563−9.2% | Reduced |
| MKT Advisors LLC | 5,275 | $340.2K | 0.12% | 00.0% | Unchanged |
| Shelton Capital Management | 5,447 | $337.6K | 0.01% | −383−6.6% | Reduced |
| North Dakota State Investment Board | 5,434 | $336.7K | 0.01% | +5,434 | New |
| R Squared Ltd | 5,427 | $336.3K | 0.16% | +2,172+66.7% | Added |
| Parcion Private Wealth LLC | 5,402 | $334.8K | 0.02% | +5,402 | New |
| M.E. Allison & Co., Inc. | 5,400 | $334.6K | 0.23% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 5,373 | $333.0K | 0.00% | −472−8.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 5,342 | $331.0K | 0.01% | −81−1.5% | Reduced |
| Ritholtz Wealth Management | 5,221 | $323.5K | 0.01% | +1,972+60.7% | Added |
| Allworth Financial LP | 5,129 | $317.9K | 0.00% | +2,970+137.6% | Added |
| Teacher Retirement System of Texas | 5,118 | $317.2K | 0.00% | −15,149−74.7% | Reduced |