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 |
|---|---|---|---|---|---|
| Panagora Asset Management Inc | 5,102 | $316.2K | 0.00% | +36+0.7% | Added |
| Signaturefd, LLC | 4,989 | $309.2K | 0.00% | +125+2.6% | Added |
| Pure Financial Advisors, Inc. | 4,929 | $305.4K | 0.00% | −511−9.4% | Reduced |
| Insigneo Advisory Services, LLC | 4,832 | $299.4K | 0.02% | −858−15.1% | Reduced |
| Everence Capital Management Inc | 4,831 | $299.0K | 0.02% | 00.0% | Unchanged |
| Sentinus, LLC | 4,818 | $298.6K | 0.03% | +4,818 | New |
| Essential Partners LLC | 4,768 | $295.5K | 0.09% | +3,826+406.2% | Added |
| Syon Capital LLC | 4,751 | $294.4K | 0.01% | −41−0.9% | Reduced |
| Resources Investment Advisors, LLC. | 4,723 | $292.7K | 0.00% | −1,474−23.8% | Reduced |
| Essex Financial Services, Inc. | 4,673 | $289.6K | 0.02% | +720+18.2% | Added |
| Lecap Asset Management Ltd | 4,668 | $289.3K | 0.12% | −7,901−62.9% | Reduced |
| Vestor Capital, LLC | 819 | $288.0K | 0.02% | −3,827−82.4% | Reduced |
| Checchi Capital Advisers, LLC | 4,631 | $287.0K | 0.02% | +101+2.2% | Added |
| Hamilton Capital Partners Inc. | 4,577 | $283.6K | 0.01% | +1,104+31.8% | Added |
| SRS Capital Advisors, Inc. | 4,546 | $281.7K | 0.01% | −6,776−59.8% | Reduced |
| Colter Lewis Investment Partners LLC | 4,532 | $280.9K | 0.32% | +4,532 | New |
| Sage Capital Management, LLC | 4,500 | $278.9K | 0.13% | +31+0.7% | Added |
| Delta Investment Management, LLC | 4,484 | $277.9K | 0.05% | +4,484 | New |
| Paradigm Financial Partners, LLC | 4,480 | $277.6K | 0.03% | 00.0% | Unchanged |
| A4 Wealth Advisors LLC | 4,358 | $270.1K | 0.23% | +4,358 | New |
| EP Wealth Advisors, LLC | 4,339 | $268.9K | 0.00% | +4,339 | New |
| Storgate, LLC | 4,309 | $267.0K | 0.22% | +4,309 | New |
| Rockefeller Capital Management L.P. | 4,257 | $263.8K | 0.00% | +1,541+56.7% | Added |
| Perigon Wealth Management, LLC | 4,216 | $261.3K | 0.00% | +4,216 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 4,204 | $260.5K | 0.02% | +4,204 | New |
| Empowered Funds, LLC | 4,017 | $248.9K | 0.00% | −827−17.1% | Reduced |
| Levin Capital Strategies, L.P. | 4,000 | $247.9K | 0.02% | +4,000 | New |
| QTR Family Wealth, LLC | 4,108 | $246.8K | 0.11% | +4,108 | New |
| EverSource Wealth Advisors, LLC | 3,963 | $245.6K | 0.01% | +3,147+385.7% | Added |
| Steinberganna Wealth Management | 3,925 | $243.2K | 0.11% | +3,925 | New |
| Creekside Partners | 3,910 | $242.3K | 0.10% | 00.0% | Unchanged |
| Connective Capital Management, LLC | 3,820 | $236.7K | 0.14% | −24,334−86.4% | Reduced |
| Blankinship & Foster, LLC | 3,817 | $236.5K | 0.05% | +76+2.0% | Added |
| Beese Fulmer Investment Management, Inc. | 3,810 | $236.1K | 0.02% | +3,810 | New |
| Jackson Thornton Asset Management, LLC | 3,543 | $234.8K | 0.02% | +3,543 | New |
| Meiji Yasuda Asset Management Co Ltd. | 3,787 | $234.7K | 0.01% | −48−1.3% | Reduced |
| Guggenheim Capital LLC | 3,719 | $230.5K | 0.00% | +3,719 | New |
| Punch & Associates Investment Management, Inc. | 3,685 | $228.4K | 0.01% | −1,810−32.9% | Reduced |
| STRS Ohio | 3,668 | $227.3K | 0.00% | −234,493−98.5% | Reduced |
| Global Retirement Partners, LLC | 3,657 | $226.6K | 0.00% | +615+20.2% | Added |
| Prelude Capital Management, LLC | 3,655 | $226.5K | 0.02% | +3,655 | New |
| Creative Financial Designs Inc | 3,438 | $213.1K | 0.01% | +336+10.8% | Added |
| Carret Asset Management, LLC | 3,435 | $212.9K | 0.02% | +3,435 | New |
| Seeds Investor LLC | 3,426 | $212.3K | 0.04% | +3,426 | New |
| Profund Advisors LLC | 3,349 | $207.5K | 0.01% | −423−11.2% | Reduced |
| Lazard Asset Management LLC | 3,337 | $206.8K | 0.00% | +3,337 | New |
| AlphaGrep UK Ltd | 3,290 | $203.9K | 0.07% | +3,290 | New |
| Ronald Blue Trust, Inc. | 3,287 | $203.7K | 0.00% | +16+0.5% | Added |
| Motley Fool Asset Management LLC | 3,269 | $202.6K | 0.01% | −90−2.7% | Reduced |
| Teza Capital Management LLC | 3,269 | $202.6K | 0.65% | +3,269 | New |
| Wedmont Private Capital | 3,119 | $201.7K | 0.01% | −406−11.5% | Reduced |
| Assetmark, Inc | 3,252 | $201.5K | 0.00% | +99+3.1% | Added |
| Paladin Wealth, LLC | 3,241 | $200.8K | 0.14% | +3,241 | New |
| Hantz Financial Services, Inc. | 2,941 | $182.0K | 0.00% | +1,259+74.9% | Added |
| Newbridge Financial Services Group, Inc. | 2,900 | $179.7K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,704 | $167.6K | 0.00% | +1,446+114.9% | Added |
| Old Point Trust & Financial Services N A | 2,592 | $160.6K | 0.05% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,586 | $160.3K | 0.00% | −116−4.3% | Reduced |
| Colonial Trust Co | 2,578 | $159.8K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,522 | $156.3K | 0.00% | −224−8.2% | Reduced |
| Leonteq Securities AG | 2,431 | $150.6K | 0.01% | +2,431 | New |
| Rothschild Investment LLC | 2,295 | $142.2K | 0.01% | +1,554+209.7% | Added |
| HM Payson & Co | 2,288 | $141.8K | 0.00% | −212−8.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,223 | $138.0K | 0.00% | +669+43.1% | Added |
| Covestor Ltd | 2,180 | $135.0K | 0.07% | −24−1.1% | Reduced |
| GAMMA Investing LLC | 2,104 | $130.4K | 0.01% | −157−6.9% | Reduced |
| Private Wealth Asset Management, LLC | 2,040 | $126.4K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 1,900 | $117.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,866 | $115.6K | 0.01% | +269+16.8% | Added |
| Harbour Investments, Inc. | 1,784 | $110.6K | 0.00% | −2,767−60.8% | Reduced |
| VSM Wealth Advisory, LLC | 1,710 | $106.0K | 0.03% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,654 | $102.5K | 0.00% | −20,545−92.5% | Reduced |
| Geneos Wealth Management Inc. | 1,631 | $101.1K | 0.00% | +371+29.4% | Added |
| Nomura Asset Management Co Ltd | 1,520 | $94.2K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,452 | $90.0K | 0.01% | −271−15.7% | Reduced |
| Oakworth Capital, Inc. | 1,431 | $88.7K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,409 | $87.3K | 0.00% | +739+110.3% | Added |
| TD Private Client Wealth LLC | 1,359 | $84.2K | 0.00% | −35−2.5% | Reduced |
| Smartleaf Asset Management LLC | 1,330 | $83.4K | 0.00% | −34−2.5% | Reduced |
| Albion Financial Group | 1,260 | $78.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,207 | $74.8K | 0.00% | −21−1.7% | Reduced |
| Massmutual Trust Co FSB | 1,187 | $73.6K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,133 | $70.2K | 0.01% | +1,112+5,295.2% | Added |
| Advisors Preferred, LLC | 1,000 | $63.5K | 0.01% | +1,000 | New |
| Tripletail Wealth Management, LLC | 1,140 | $62.7K | 0.08% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,006 | $62.0K | 0.00% | −34−3.3% | Reduced |
| DV Trading LLC | 1,000 | $62.0K | 0.01% | +1,000 | New |
| Washington Trust Advisors, Inc. | 932 | $57.8K | 0.00% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 850 | $52.7K | 0.00% | +850 | New |
| High Note Wealth, LLC | 770 | $47.7K | 0.01% | −37−4.6% | Reduced |
| Whittier Trust Co | 701 | $46.4K | 0.00% | +500+248.8% | Added |
| True Wealth Design, LLC | 736 | $45.6K | 0.01% | +598+433.3% | Added |
| Eastern Bank | 679 | $42.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 672 | $41.6K | 0.00% | +224+50.0% | Added |
| Private Trust Co NA | 667 | $41.3K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 622 | $38.5K | 0.00% | +252+68.1% | Added |
| Los Angeles Capital Management LLC | 682 | $36.2K | 0.00% | +682 | New |
| Chilton Capital Management LLC | 550 | $34.1K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 510 | $31.6K | 0.00% | −1,315−72.1% | Reduced |
| NVWM, LLC | 500 | $31.0K | 0.01% | +500 | New |