Jefferies Financial GroupJEF
13F holders, Q1 2025 (March 31)564holders −20
83new positions
97sold out
10famous investors
$53.54avg. 13F price*
At the end of Q1 2025, 564 institutions reported holding Jefferies Financial Group Inc. (JEF) in their 13F filings, down 20 from Q4 2024. 83 opened new positions and 97 sold out. The largest holders were BlackRock, Inc. ($848.2M), Vanguard Group Inc. ($818.3M) and Sumitomo Mitsui Financial Group, Inc. ($495.4M). 10 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio).
- Company
- Jefferies Financial Group Inc.
- CUSIP
- 47233W109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 83 | $220.1M |
| Exits | 97 | $221.8M |
All 13F filers, Q4 2024 → Q1 2025: 16,209,145 shares bought and 25,829,717 shares sold, net −9,620,572 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 564 holders
| BlackRock, Inc. | 0.02% | Add +0.4% | 15,833,199 | $848.2M |
| Vanguard Group Inc. | 0.01% | Reduce -0.5% | 15,275,117 | $818.3M |
| Sumitomo Mitsui Financial Group, Inc. | 9.08% | No change | 9,247,081 | $495.4M |
| Alliancebernstein L.P. | 0.13% | Add +13.7% | 6,808,340 | $364.7M |
| Allspring Global Investments Holdings, LLC | 0.60% | Add +4.0% | 6,412,167 | $343.3M |
| JPMorgan Chase & Co. | 0.02% | Add +30.1% | 5,126,514 | $274.6M |
| State Street Corp. | 0.01% | Add +0.1% | 5,092,960 | $272.8M |
| Massachusetts Mutual Life Insurance Co. | 16.81% | No change | 4,655,231 | $249.4M |
| Geode Capital Management, LLC | 0.01% | Add +6.8% | 2,966,448 | $159.0M |
| Barclays PLC | 0.07% | Add +31.2% | 2,801,325 | $150.1M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -16.7% | 2,613,516 | $140.0M |
| First Pacific Advisors, LP | 2.24% | Reduce -7.9% | 2,580,823 | $138.3M |
| Morgan Stanley | 0.01% | Reduce -15.5% | 2,339,321 | $125.3M |
| Norges Bank | 0.02% | Add +367.9% | 2,119,719 | $113.6M |
| Invesco Ltd. | 0.02% | Reduce -60.6% | 2,083,808 | $111.6M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.38% | Reduce -3.6% | 1,974,292 | $105.8M |
| Bank of New York Mellon Corp | 0.02% | Reduce -1.4% | 1,703,346 | $91.2M |
| Bank of America Corp. | 0.01% | Reduce -6.1% | 1,695,050 | $90.8M |
| Millennium Management | 0.09% | Add +1132.7% | 1,631,953 | $87.4M |
| Principal Financial Group Inc. | 0.05% | Reduce -3.5% | 1,587,779 | $85.1M |
| Goldman Sachs Group Inc. | 0.02% | Add +28.1% | 1,579,397 | $84.6M |
| Northern Trust Corp. | 0.01% | Reduce -1.9% | 1,551,611 | $83.1M |
| Fisher Asset Management | 0.03% | Add +84.2% | 1,434,078 | $76.8M |
| Beck Mack & Oliver LLC | 1.41% | Reduce -3.3% | 1,312,904 | $70.3M |
| Qube Research & Technologies Ltd | 0.10% | Add +341.0% | 1,227,435 | $65.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -2.1% | 1,127,474 | $60.4M |
| Nuveen, LLC | 0.02% | — | 1,100,843 | $59.0M |
| Two Sigma Investments, LP | 0.13% | Add +61.6% | 1,059,772 | $56.8M |
| Captrust Financial Advisors | 0.11% | Reduce -0.3% | 831,351 | $44.5M |
| Migdal Insurance & Financial Holdings Ltd. | 0.60% | Add +87.8% | 798,000 | $42.7M |
| FMR LLC | 0.00% | Reduce -86.1% | 748,395 | $40.1M |
| Renaissance Technologies | 0.06% | New | 678,437 | $36.3M |
| Private Management Group Inc. | 1.24% | Reduce -3.8% | 649,540 | $34.8M |
| Voloridge Investment Management, LLC | 0.13% | Add +36.8% | 631,503 | $33.8M |
| Hosking Partners LLP | 1.41% | Reduce -10.0% | 623,813 | $33.4M |
| Citadel Advisors | 0.03% | Add +223.0% | 619,703 | $33.2M |
| Two Sigma Advisers, LP | 0.07% | Add +38.8% | 599,800 | $32.1M |
| Freestone Grove Partners LP | 0.33% | New | 595,137 | $31.9M |
| Moerus Capital Management LLC | 13.76% | Reduce -10.3% | 574,253 | $30.8M |
| Mraz, Amerine & Associates, Inc. | 4.87% | Add +0.7% | 542,398 | $28.3M |
| Miller Howard Investments Inc. | 0.89% | Reduce -60.5% | 520,350 | $27.9M |
| First Trust Advisors LP | 0.02% | Reduce -12.0% | 515,732 | $27.6M |
| NewEdge Wealth, LLC | 0.49% | Add +11.7% | 502,900 | $26.9M |
| Retirement Systems of Alabama | 0.10% | Add +0.1% | 497,161 | $26.6M |
| LSV Asset Management | 0.06% | Reduce -35.3% | 489,300 | $26.2M |
| Citigroup Inc. | 0.02% | Reduce -94.0% | 479,563 | $25.7M |
| Rhumbline Advisers | 0.02% | Reduce -1.4% | 455,232 | $24.4M |
| Artemis Investment Management LLP | 0.37% | Reduce -67.7% | 450,043 | $24.1M |
| Deutsche Bank AG | 0.01% | Reduce -26.7% | 442,588 | $23.7M |
| GoodHaven Capital Management, LLC | 8.10% | Reduce -2.1% | 439,987 | $23.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -5.5% | 437,839 | $23.5M |
| Loomis Sayles & Co. L P | 0.03% | Reduce -2.2% | 436,450 | $23.4M |
| Berkshire Hathaway | 0.01% | No change | 433,558 | $23.2M |
| Zurich Insurance Group Ltd | 0.18% | Reduce -22.4% | 424,434 | $22.7M |
| STRS Ohio | 0.09% | Reduce -7.7% | 408,681 | $21.9M |
| UBS Group AG | 0.00% | Add +52.3% | 403,467 | $21.6M |
| Assenagon Asset Management S.A. | 0.04% | Reduce -50.0% | 401,454 | $21.5M |
| Private Capital Management, LLC | 2.38% | Reduce -22.8% | 398,459 | $21.3M |
| Cannell & Spears LLC | 0.44% | New | 380,243 | $20.4M |
| Baron Capital (BAMCO) | 0.06% | Add +35.8% | 379,528 | $20.3M |
| Janus Henderson Group PLC | 0.01% | Reduce -18.3% | 388,161 | $20.3M |
| Sei Investments Co. | 0.03% | Reduce -10.8% | 377,390 | $20.2M |
| Allianz Asset Management GmbH | 0.03% | Reduce -1.3% | 361,270 | $19.4M |
| Legal & General Group Plc | 0.01% | Reduce -12.9% | 360,487 | $19.3M |
| Ameriprise Financial Inc. | 0.01% | Add +0.6% | 357,770 | $19.2M |
| LPL Financial LLC | 0.01% | Reduce -7.6% | 346,882 | $18.6M |
| Robotti Robert | 3.69% | Reduce -15.8% | 343,528 | $18.4M |
| California Public Employees Retirement System | 0.01% | Reduce -0.7% | 332,404 | $17.8M |
| Wells Fargo & Company | 0.00% | Add +2.1% | 327,087 | $17.5M |
| Intech Investment Management LLC | 0.18% | Add +63.8% | 320,523 | $17.2M |
| Eisler Capital Management Ltd. | 0.49% | New | 306,250 | $16.4M |
| Swiss National Bank | 0.01% | Reduce -1.5% | 298,600 | $16.0M |
| Raymond James Financial Inc. | 0.01% | Reduce -36.4% | 285,072 | $15.3M |
| Tran Capital Management, L.P. | 1.99% | New | 276,532 | $14.8M |
| Cubist Systematic Strategies, LLC | 0.19% | New | 274,806 | $14.7M |
| Oppenheimer & Co. Inc. | 0.21% | Reduce -5.0% | 264,074 | $14.1M |
| Ossiam | 0.19% | Add +9436.2% | 254,044 | $13.6M |
| Susquehanna Fundamental Investments, LLC | 0.23% | Reduce -1.8% | 252,195 | $13.5M |
| Marshall Wace, LLP | 0.02% | Add +1422.8% | 251,570 | $13.5M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -29.0% | 244,589 | $13.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.2% | 239,887 | $12.9M |
| Cerity Partners LLC | 0.02% | Reduce -21.0% | 226,455 | $12.1M |
| AQR Capital Management | 0.01% | Add +62.4% | 235,903 | $12.1M |
| First Manhattan Co. Llc. | 0.03% | Reduce -0.2% | 216,959 | $11.6M |
| Merrion Investment Management Co, LLC | 8.14% | Reduce -0.1% | 211,614 | $11.3M |
| Jane Street Group, LLC | 0.02% | Add +20.2% | 210,353 | $11.3M |
| Verition Fund Management LLC | 0.07% | Add +620.0% | 208,635 | $11.2M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -6.2% | 202,332 | $10.8M |
| AEGON ASSET MANAGEMENT UK Plc | 0.16% | Reduce -20.8% | 202,299 | $10.8M |
| Tudor Investment Corporation | 0.09% | New | 192,827 | $10.3M |
| New York State Teachers Retirement System | 0.02% | Reduce -9.6% | 189,289 | $10.1M |
| Capital Fund Management S.A. | 0.13% | Add +170.4% | 187,174 | $10.0M |
| Amundi | 0.00% | Add +9866.0% | 208,090 | $10.0M |
| Focus Partners Wealth | 0.02% | Reduce -31.9% | 182,681 | $9.8M |
| Corebridge Financial, Inc. | 0.06% | Reduce -2.1% | 180,457 | $9.7M |
| Rock Point Advisors, LLC | 2.82% | Reduce -17.6% | 170,605 | $9.1M |
| Royal Bank of Canada | 0.00% | Reduce -1.7% | 155,629 | $8.3M |
| Beacon Investment Advisory Services, Inc. | 0.37% | Reduce -13.6% | 148,720 | $8.0M |
| Sequoia Financial Advisors, LLC | 0.06% | Add +3.4% | 148,717 | $8.0M |
| Quantinno Capital Management LP | 0.05% | Add +36.9% | 147,035 | $7.9M |
"% of holder's portfolio" is JEF's weight in each manager's 13F, not the share of Jefferies Financial Group Inc. the manager owns.