Jefferies Financial GroupJEF
13F holders, Q2 2025 (June 30)557holders −7
74new positions
80sold out
11famous investors
$54.76avg. 13F price*
At the end of Q2 2025, 557 institutions reported holding Jefferies Financial Group Inc. (JEF) in their 13F filings, down 7 from Q1 2025. 74 opened new positions and 80 sold out. The largest holders were BlackRock, Inc. ($842.0M), Vanguard Group Inc. ($817.8M) and Sumitomo Mitsui Financial Group, Inc. ($505.7M). 11 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Jefferies Financial Group Inc.
- CUSIP
- 47233W109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $249.5M |
| Exits | 80 | $184.1M |
All 13F filers, Q1 2025 → Q2 2025: 14,064,220 shares bought and 12,503,120 shares sold, net +1,561,100 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 557 holders
| BlackRock, Inc. | 0.02% | Reduce -2.8% | 15,396,126 | $842.0M |
| Vanguard Group Inc. | 0.01% | Reduce -2.1% | 14,952,778 | $817.8M |
| Sumitomo Mitsui Financial Group, Inc. | 8.25% | No change | 9,247,081 | $505.7M |
| Allspring Global Investments Holdings, LLC | 0.65% | Add +9.0% | 6,990,180 | $388.4M |
| Alliancebernstein L.P. | 0.12% | Reduce -1.7% | 6,694,843 | $366.1M |
| State Street Corp. | 0.01% | Reduce -5.0% | 4,837,147 | $264.5M |
| Massachusetts Mutual Life Insurance Co. | 16.56% | No change | 4,655,231 | $254.6M |
| JPMorgan Chase & Co. | 0.02% | Reduce -12.3% | 4,498,154 | $246.0M |
| Dimensional Fund Advisors LP | 0.04% | Add +12.2% | 2,932,742 | $160.4M |
| Morgan Stanley | 0.01% | Add +23.1% | 2,880,295 | $157.5M |
| Geode Capital Management, LLC | 0.01% | Reduce -3.4% | 2,865,752 | $156.8M |
| First Pacific Advisors, LP | 2.05% | Reduce -0.0% | 2,580,283 | $141.1M |
| Fisher Asset Management | 0.05% | Add +45.2% | 2,082,840 | $113.9M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.37% | Add +1.0% | 1,993,228 | $109.0M |
| Norges Bank | 0.01% | Reduce -7.4% | 1,962,996 | $107.4M |
| Bank of America Corp. | 0.01% | Reduce -0.4% | 1,688,785 | $92.4M |
| Barclays PLC | 0.04% | Reduce -40.3% | 1,673,724 | $91.5M |
| Bank of New York Mellon Corp | 0.02% | Reduce -6.8% | 1,588,023 | $86.8M |
| Principal Financial Group Inc. | 0.05% | Reduce -0.9% | 1,573,857 | $86.1M |
| Invesco Ltd. | 0.01% | Reduce -25.1% | 1,561,855 | $85.4M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -3.2% | 1,529,389 | $83.6M |
| Two Sigma Investments, LP | 0.15% | Add +38.5% | 1,467,286 | $80.2M |
| Eminence Capital, LP | 1.18% | New | 1,462,014 | $80.0M |
| Northern Trust Corp. | 0.01% | Reduce -5.8% | 1,461,497 | $79.9M |
| Qube Research & Technologies Ltd | 0.10% | Add +9.1% | 1,338,466 | $73.2M |
| Artemis Investment Management LLP | 0.91% | Add +187.1% | 1,292,186 | $70.7M |
| Beck Mack & Oliver LLC | 1.34% | Reduce -2.3% | 1,283,354 | $70.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.6% | 1,133,781 | $62.0M |
| Two Sigma Advisers, LP | 0.12% | Add +79.0% | 1,073,500 | $58.7M |
| Nuveen, LLC | 0.01% | Reduce -10.0% | 991,109 | $54.2M |
| Federated Hermes, Inc. | 0.10% | Add +6056.0% | 949,070 | $51.9M |
| NewEdge Wealth, LLC | 0.71% | Add +55.4% | 781,548 | $45.0M |
| Migdal Insurance & Financial Holdings Ltd. | 0.52% | No change | 798,000 | $43.6M |
| Balyasny Asset Management L.P. | 0.09% | Add +795.2% | 722,103 | $39.5M |
| FMR LLC | 0.00% | Reduce -4.3% | 715,903 | $39.2M |
| Millennium Management | 0.04% | Reduce -56.7% | 707,368 | $38.7M |
| Private Management Group Inc. | 1.19% | Add +3.5% | 671,988 | $36.8M |
| Moerus Capital Management LLC | 15.54% | Add +15.9% | 665,854 | $36.4M |
| Marshall Wace, LLP | 0.04% | Add +156.0% | 643,998 | $35.2M |
| Freestone Grove Partners LP | 0.27% | Add +8.0% | 642,849 | $35.2M |
| Holocene Advisors, LP | 0.08% | New | 592,341 | $32.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +34.2% | 587,585 | $32.1M |
| Citadel Advisors | 0.03% | Reduce -6.8% | 577,391 | $31.6M |
| Mraz, Amerine & Associates, Inc. | 5.01% | Add +5.3% | 571,327 | $31.2M |
| Renaissance Technologies | 0.04% | Reduce -20.8% | 537,589 | $29.4M |
| Miller Howard Investments Inc. | 0.90% | Add +0.1% | 521,040 | $28.5M |
| Baron Capital (BAMCO) | 0.08% | Add +36.9% | 519,528 | $28.4M |
| Retirement Systems of Alabama | 0.10% | Add +0.2% | 498,147 | $27.2M |
| Sei Investments Co. | 0.03% | Add +31.8% | 497,225 | $27.2M |
| Hosking Partners LLP | 1.07% | Reduce -21.2% | 491,629 | $26.9M |
| LSV Asset Management | 0.06% | Reduce -0.6% | 486,300 | $26.6M |
| Assenagon Asset Management S.A. | 0.04% | Add +18.2% | 474,501 | $26.0M |
| GoodHaven Capital Management, LLC | 8.50% | Add +0.5% | 442,287 | $24.2M |
| Berkshire Hathaway | 0.01% | No change | 433,558 | $23.7M |
| Rhumbline Advisers | 0.02% | Reduce -5.3% | 431,251 | $23.6M |
| Private Capital Management, LLC | 2.34% | Add +5.8% | 421,669 | $23.1M |
| UBS Group AG | 0.00% | Add +3.6% | 417,954 | $22.9M |
| AQR Capital Management | 0.02% | Add +74.0% | 410,439 | $22.4M |
| Deutsche Bank AG | 0.01% | Reduce -9.4% | 401,024 | $21.9M |
| First Trust Advisors LP | 0.02% | Reduce -22.5% | 399,823 | $21.9M |
| STRS Ohio | 0.08% | Reduce -2.3% | 399,104 | $21.8M |
| Kettle Hill Capital Management, LLC | 4.99% | New | 394,285 | $21.6M |
| Wells Fargo & Company | 0.00% | Add +18.7% | 388,132 | $21.2M |
| Tudor Investment Corporation | 0.16% | Add +100.6% | 386,821 | $21.2M |
| Captrust Financial Advisors | 0.04% | Reduce -57.0% | 357,540 | $19.6M |
| LPL Financial LLC | 0.01% | Add +3.0% | 357,348 | $19.5M |
| ExodusPoint Capital Management, LP | 0.23% | Add +329.8% | 350,268 | $19.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.8% | 347,771 | $19.0M |
| Legal & General Group Plc | 0.00% | Reduce -5.1% | 341,981 | $18.7M |
| Robotti Robert | 3.14% | Reduce -0.6% | 341,654 | $18.7M |
| Loomis Sayles & Co. L P | 0.02% | Reduce -27.5% | 316,537 | $17.3M |
| California Public Employees Retirement System | 0.01% | Reduce -6.6% | 310,508 | $17.0M |
| Janus Henderson Group PLC | 0.01% | Reduce -20.4% | 308,931 | $16.9M |
| Capital Fund Management S.A. | 0.18% | Add +62.0% | 303,145 | $16.6M |
| Burgundy Asset Management Ltd. | 0.16% | New | 299,958 | $16.4M |
| Swiss National Bank | 0.01% | Reduce -1.0% | 295,600 | $16.2M |
| Intech Investment Management LLC | 0.15% | Reduce -8.1% | 294,435 | $16.1M |
| Raymond James Financial Inc. | 0.01% | Add +3.0% | 293,619 | $16.1M |
| Royal Bank of Canada | 0.00% | Add +86.5% | 290,299 | $15.9M |
| Franklin Resources Inc. | 0.00% | Add +151.5% | 259,531 | $14.2M |
| Oppenheimer & Co. Inc. | 0.18% | Reduce -3.9% | 253,764 | $13.9M |
| Amundi | 0.00% | Add +8.6% | 226,025 | $12.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.8% | 233,250 | $12.8M |
| Cerity Partners LLC | 0.02% | Add +2.2% | 231,508 | $12.7M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -8.4% | 224,062 | $12.3M |
| Merrion Investment Management Co, LLC | 7.36% | Reduce -2.0% | 207,314 | $11.3M |
| State Board of Administration of Florida Retirement System | 0.02% | Add +1.1% | 204,662 | $11.2M |
| First Manhattan Co. Llc. | 0.03% | Reduce -9.2% | 197,031 | $10.8M |
| Quantinno Capital Management LP | 0.05% | Add +32.9% | 195,446 | $10.7M |
| D. E. Shaw & Co. | 0.01% | New | 189,527 | $10.4M |
| New York State Teachers Retirement System | 0.02% | No change | 189,289 | $10.4M |
| Victory Capital Management Inc. | 0.01% | Add +37.4% | 188,670 | $10.3M |
| PEAK6 LLC | 0.35% | Add +263.1% | 187,557 | $10.3M |
| Squarepoint Ops LLC | 0.02% | Add +175.2% | 173,564 | $9.5M |
| Rock Point Advisors, LLC | 2.68% | Add +1.6% | 173,422 | $9.5M |
| Focus Partners Wealth | 0.02% | Reduce -5.2% | 173,103 | $9.5M |
| Sequoia Financial Advisors, LLC | 0.06% | Add +13.9% | 169,445 | $9.3M |
| Natixis | 0.05% | Add +323.1% | 166,466 | $9.1M |
| Beacon Investment Advisory Services, Inc. | 0.39% | Add +7.6% | 159,960 | $8.7M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -74.9% | 158,551 | $8.7M |
"% of holder's portfolio" is JEF's weight in each manager's 13F, not the share of Jefferies Financial Group Inc. the manager owns.