Jefferies Financial GroupJEF
13F holders, Q3 2025 (September 30)570holders +13
77new positions
62sold out
10famous investors
$65.23avg. 13F price*
At the end of Q3 2025, 570 institutions reported holding Jefferies Financial Group Inc. (JEF) in their 13F filings, up 13 from Q2 2025. 77 opened new positions and 62 sold out. The largest holders were BlackRock, Inc. ($1.0B), Vanguard Group Inc. ($973.1M) and Sumitomo Mitsui Financial Group, Inc. ($604.9M). 10 famous investors held it, including Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Ken Fisher (0.1% 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $140.6M |
| Exits | 62 | $139.0M |
All 13F filers, Q2 2025 → Q3 2025: 13,553,753 shares bought and 10,889,128 shares sold, net +2,664,625 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 570 holders
| BlackRock, Inc. | 0.02% | Add +1.0% | 15,545,819 | $1.0B |
| Vanguard Group Inc. | 0.01% | Reduce -0.5% | 14,875,379 | $973.1M |
| Sumitomo Mitsui Financial Group, Inc. | 10.61% | No change | 9,247,081 | $604.9M |
| Allspring Global Investments Holdings, LLC | 0.75% | Add +5.2% | 7,353,399 | $466.9M |
| Alliancebernstein L.P. | 0.12% | Reduce -13.7% | 5,775,465 | $377.8M |
| JPMorgan Chase & Co. | 0.02% | Add +10.8% | 4,986,012 | $326.2M |
| State Street Corp. | 0.01% | Reduce -0.2% | 4,827,277 | $315.8M |
| Massachusetts Mutual Life Insurance Co. | 14.03% | No change | 4,655,231 | $304.5M |
| Eminence Capital, LP | 3.23% | Add +129.7% | 3,358,561 | $219.7M |
| Geode Capital Management, LLC | 0.01% | Add +1.8% | 2,918,383 | $191.0M |
| Morgan Stanley | 0.01% | Reduce -3.4% | 2,782,183 | $182.0M |
| First Pacific Advisors, LP | 2.37% | No change | 2,580,283 | $168.8M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -12.1% | 2,578,420 | $168.7M |
| Artemis Investment Management LLP | 1.94% | Add +84.2% | 2,379,579 | $155.7M |
| Fisher Asset Management | 0.05% | Add +1.6% | 2,115,548 | $138.4M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.42% | Add +0.1% | 1,994,922 | $130.5M |
| Goldman Sachs Group Inc. | 0.02% | Add +19.5% | 1,827,001 | $119.5M |
| Bank of America Corp. | 0.01% | Add +5.2% | 1,777,169 | $116.3M |
| Bank of New York Mellon Corp | 0.02% | Reduce -1.1% | 1,570,296 | $102.7M |
| Millennium Management | 0.08% | Add +116.6% | 1,532,099 | $100.2M |
| Barclays PLC | 0.04% | Reduce -8.7% | 1,528,999 | $100.0M |
| FMR LLC | 0.01% | Add +109.4% | 1,498,890 | $98.1M |
| Federated Hermes, Inc. | 0.17% | Add +56.1% | 1,481,993 | $97.0M |
| Principal Financial Group Inc. | 0.05% | Reduce -6.3% | 1,475,299 | $96.5M |
| Northern Trust Corp. | 0.01% | Reduce -0.1% | 1,459,321 | $95.5M |
| Two Sigma Investments, LP | 0.15% | Reduce -1.0% | 1,452,842 | $95.0M |
| Two Sigma Advisers, LP | 0.17% | Add +20.6% | 1,294,700 | $84.7M |
| Beck Mack & Oliver LLC | 1.51% | Reduce -1.3% | 1,267,280 | $82.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.5% | 1,150,374 | $75.3M |
| UBS Group AG | 0.01% | Add +154.0% | 1,061,708 | $69.5M |
| Nuveen, LLC | 0.02% | Reduce -4.4% | 947,478 | $62.0M |
| Balyasny Asset Management L.P. | 0.12% | Add +23.1% | 888,540 | $58.1M |
| Migdal Insurance & Financial Holdings Ltd. | 0.56% | No change | 798,000 | $52.2M |
| Marshall Wace, LLP | 0.06% | Add +22.2% | 786,956 | $51.5M |
| Alyeska Investment Group, L.P. | 0.15% | New | 760,977 | $49.8M |
| NewEdge Wealth, LLC | 0.70% | Add +16.4% | 909,803 | $49.1M |
| Moerus Capital Management LLC | 18.08% | Add +2.1% | 679,843 | $44.5M |
| Private Management Group Inc. | 1.29% | Reduce -1.4% | 662,894 | $43.4M |
| Victory Capital Management Inc. | 0.03% | Add +245.2% | 651,216 | $42.6M |
| Deutsche Bank AG | 0.01% | Add +57.0% | 629,776 | $41.2M |
| Qube Research & Technologies Ltd | 0.06% | Reduce -54.6% | 607,919 | $39.8M |
| Sei Investments Co. | 0.04% | Add +15.5% | 574,119 | $37.6M |
| Mraz, Amerine & Associates, Inc. | 5.80% | Reduce -0.5% | 568,716 | $37.2M |
| Miller Howard Investments Inc. | 1.04% | Add +0.2% | 522,294 | $34.2M |
| Baron Capital (BAMCO) | 0.09% | No change | 519,528 | $34.0M |
| Invesco Ltd. | 0.01% | Reduce -68.1% | 498,311 | $32.6M |
| Hosking Partners LLP | 1.16% | Reduce -0.7% | 488,145 | $31.9M |
| Retirement Systems of Alabama | 0.10% | Reduce -5.3% | 471,598 | $30.9M |
| GoodHaven Capital Management, LLC | 9.43% | Reduce -0.1% | 441,987 | $28.9M |
| Berkshire Hathaway | 0.01% | No change | 433,558 | $28.4M |
| AQR Capital Management | 0.02% | Add +4.3% | 428,246 | $28.0M |
| Rhumbline Advisers | 0.02% | Reduce -1.0% | 426,770 | $27.9M |
| Private Capital Management, LLC | 2.53% | Reduce -0.7% | 418,639 | $27.4M |
| Loomis Sayles & Co. L P | 0.03% | Add +26.9% | 401,696 | $26.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -32.0% | 399,658 | $26.1M |
| Ameriprise Financial Inc. | 0.01% | Add +10.7% | 385,040 | $25.2M |
| First Trust Advisors LP | 0.02% | Reduce -7.8% | 368,474 | $24.1M |
| Wells Fargo & Company | 0.00% | Reduce -6.0% | 364,934 | $23.9M |
| LPL Financial LLC | 0.01% | Add +0.7% | 359,803 | $23.5M |
| HRT Financial LP | 0.08% | Add +183.2% | 343,068 | $22.4M |
| Robotti Robert | 3.78% | Reduce -2.6% | 332,691 | $21.8M |
| Ensign Peak Advisors, Inc | 0.04% | Add +648.7% | 332,349 | $21.7M |
| Captrust Financial Advisors | 0.04% | Reduce -7.5% | 330,581 | $21.6M |
| Russell Investments Group, Ltd. | 0.02% | Add +46.8% | 328,909 | $21.5M |
| Freestone Grove Partners LP | 0.16% | Reduce -50.0% | 321,604 | $21.0M |
| Legal & General Group Plc | 0.00% | Reduce -6.3% | 320,523 | $21.0M |
| Trexquant Investment LP | 0.21% | Add +167.7% | 305,790 | $20.0M |
| Swiss National Bank | 0.01% | Add +1.4% | 299,900 | $19.6M |
| California Public Employees Retirement System | 0.01% | Reduce -5.2% | 294,445 | $19.3M |
| Burgundy Asset Management Ltd. | 0.18% | Reduce -1.7% | 294,896 | $19.1M |
| Citadel Advisors | 0.02% | Reduce -50.0% | 288,987 | $18.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -8.9% | 267,395 | $17.5M |
| Quantinno Capital Management LP | 0.04% | Add +28.9% | 251,886 | $16.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.6% | 246,285 | $16.1M |
| Royal Bank of Canada | 0.00% | Reduce -16.5% | 242,300 | $15.9M |
| Franklin Resources Inc. | 0.00% | Reduce -7.3% | 240,461 | $15.7M |
| Wealth High Governance Capital Ltda | 4.51% | Add +93.5% | 240,000 | $15.7M |
| STRS Ohio | 0.06% | Reduce -40.3% | 238,161 | $15.6M |
| Citigroup Inc. | 0.01% | Add +284.7% | 226,770 | $14.8M |
| Cerity Partners LLC | 0.02% | Reduce -6.0% | 217,535 | $14.2M |
| Cubist Systematic Strategies, LLC | 0.20% | Add +445.3% | 212,789 | $13.9M |
| American Century Companies Inc. | 0.01% | Add +146.0% | 209,529 | $13.7M |
| Merrion Investment Management Co, LLC | 7.76% | Reduce -0.3% | 206,702 | $13.5M |
| PEAK6 LLC | 0.33% | Add +7.1% | 200,895 | $13.1M |
| Oppenheimer & Co. Inc. | 0.16% | Reduce -20.9% | 200,775 | $13.1M |
| Strategic Wealth Partners, Ltd. | 0.96% | New | 196,390 | $12.8M |
| First Manhattan Co. Llc. | 0.03% | Reduce -1.9% | 193,391 | $12.7M |
| Point72 Asset Management | 0.03% | Add +116.9% | 186,470 | $12.2M |
| Philadelphia Financial Management of San Francisco, LLC | 2.38% | New | 181,444 | $11.9M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -12.5% | 179,071 | $11.7M |
| Algert Global LLC | 0.19% | Add +33.6% | 176,880 | $11.6M |
| Covea Finance | 0.40% | New | 175,600 | $11.5M |
| New York State Teachers Retirement System | 0.02% | Reduce -8.4% | 173,313 | $11.3M |
| Rock Point Advisors, LLC | 3.00% | Reduce -0.1% | 173,234 | $11.3M |
| Assenagon Asset Management S.A. | 0.02% | Reduce -63.9% | 171,325 | $11.2M |
| Sequoia Financial Advisors, LLC | 0.07% | Add +0.9% | 170,987 | $11.2M |
| Beacon Investment Advisory Services, Inc. | 0.46% | Add +4.4% | 167,013 | $10.9M |
| Capital Fund Management S.A. | 0.11% | Reduce -46.4% | 162,570 | $10.6M |
| Squarepoint Ops LLC | 0.02% | Reduce -6.8% | 161,728 | $10.6M |
| Focus Partners Wealth | 0.02% | Reduce -6.7% | 161,430 | $10.6M |
"% of holder's portfolio" is JEF's weight in each manager's 13F, not the share of Jefferies Financial Group Inc. the manager owns.