Jefferies Financial GroupJEF
13F holders, Q4 2025 (December 31)597holders +27
79new positions
68sold out
10famous investors
$62.05avg. 13F price*
At the end of Q4 2025, 597 institutions reported holding Jefferies Financial Group Inc. (JEF) in their 13F filings, up 27 from Q3 2025. 79 opened new positions and 68 sold out. The largest holders were BlackRock, Inc. ($1.0B), Vanguard Group Inc. ($913.1M) and Sumitomo Mitsui Financial Group, Inc. ($573.0M). 10 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).
- Company
- Jefferies Financial Group Inc.
- CUSIP
- 47233W109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 79 | $192.3M |
| Exits | 68 | $135.3M |
All 13F filers, Q3 2025 → Q4 2025: 19,391,743 shares bought and 18,349,881 shares sold, net +1,041,862 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 597 holders
| BlackRock, Inc. | 0.02% | Add +5.2% | 16,351,672 | $1.0B |
| Vanguard Group Inc. | 0.01% | Reduce -0.9% | 14,734,593 | $913.1M |
| Sumitomo Mitsui Financial Group, Inc. | 10.15% | No change | 9,247,081 | $573.0M |
| Allspring Global Investments Holdings, LLC | 0.74% | Reduce -2.7% | 7,152,838 | $453.9M |
| Alliancebernstein L.P. | 0.11% | Reduce -3.4% | 5,576,734 | $345.6M |
| State Street Corp. | 0.01% | Reduce -1.4% | 4,761,720 | $295.1M |
| Massachusetts Mutual Life Insurance Co. | 11.89% | Reduce -0.0% | 4,654,362 | $288.4M |
| Alyeska Investment Group, L.P. | 0.70% | Add +422.0% | 3,972,352 | $246.2M |
| Eminence Capital, LP | 3.74% | Add +13.5% | 3,812,615 | $236.3M |
| AQR Capital Management | 0.11% | Add +696.8% | 3,412,301 | $211.5M |
| Geode Capital Management, LLC | 0.01% | Add +0.8% | 2,942,554 | $182.4M |
| Dimensional Fund Advisors LP | 0.03% | Add +1.1% | 2,607,512 | $161.6M |
| First Pacific Advisors, LP | 2.14% | No change | 2,580,283 | $159.9M |
| Morgan Stanley | 0.01% | Reduce -9.3% | 2,524,669 | $156.5M |
| Norges Bank | 0.02% | — | 2,349,258 | $145.6M |
| Fisher Asset Management | 0.04% | Reduce -0.0% | 2,115,316 | $131.1M |
| JPMorgan Chase & Co. | 0.01% | Reduce -60.7% | 1,959,827 | $121.5M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -3.6% | 1,761,888 | $109.2M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.36% | Reduce -12.0% | 1,755,057 | $108.8M |
| Bank of America Corp. | 0.01% | Reduce -3.0% | 1,723,143 | $106.8M |
| FMR LLC | 0.00% | Add +4.1% | 1,560,292 | $96.7M |
| Citadel Advisors | 0.06% | Add +408.1% | 1,468,373 | $91.0M |
| Barclays PLC | 0.04% | Reduce -6.2% | 1,434,218 | $88.9M |
| Bank of New York Mellon Corp | 0.02% | Reduce -9.0% | 1,428,431 | $88.5M |
| Northern Trust Corp. | 0.01% | Reduce -2.9% | 1,417,172 | $87.8M |
| Beck Mack & Oliver LLC | 1.39% | Reduce -2.8% | 1,232,297 | $76.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.0% | 1,173,560 | $72.7M |
| D. E. Shaw & Co. | 0.06% | Add +1246.1% | 1,107,070 | $68.6M |
| Jacobs Levy Equity Management, Inc. | 0.24% | Add +583.2% | 1,016,854 | $63.0M |
| UBS Group AG | 0.01% | Reduce -6.6% | 991,817 | $61.5M |
| Artemis Investment Management LLP | 0.74% | Reduce -58.6% | 984,103 | $61.0M |
| Sei Investments Co. | 0.06% | Add +71.1% | 982,398 | $60.9M |
| Munro Partners | 1.69% | New | 975,795 | $60.5M |
| Federated Hermes, Inc. | 0.10% | Reduce -34.6% | 968,551 | $60.0M |
| Freestone Grove Partners LP | 0.43% | Add +198.3% | 959,288 | $59.4M |
| Deutsche Bank AG | 0.02% | Add +51.5% | 954,291 | $59.1M |
| Nuveen, LLC | 0.02% | Reduce -1.6% | 932,357 | $57.8M |
| NewEdge Wealth, LLC | 0.65% | Add +1.6% | 924,615 | $57.3M |
| Victory Capital Management Inc. | 0.02% | Add +7.3% | 698,492 | $43.3M |
| Marshall Wace, LLP | 0.04% | Reduce -13.8% | 678,550 | $42.0M |
| Private Management Group Inc. | 1.19% | Reduce -0.8% | 657,900 | $40.8M |
| CI Investments Inc. | 0.17% | Add +1195.0% | 620,911 | $38.5M |
| Moerus Capital Management LLC | 16.29% | Reduce -10.3% | 609,721 | $37.8M |
| First Trust Advisors LP | 0.03% | Add +64.3% | 605,317 | $37.5M |
| Baron Capital (BAMCO) | 0.10% | Add +14.8% | 596,528 | $37.0M |
| Mraz, Amerine & Associates, Inc. | 5.33% | Add +1.8% | 578,763 | $35.9M |
| Russell Investments Group, Ltd. | 0.03% | Add +52.3% | 500,965 | $31.0M |
| Hosking Partners LLP | 1.02% | Reduce -0.4% | 486,332 | $30.1M |
| Retirement Systems of Alabama | 0.09% | Reduce -0.3% | 470,130 | $29.1M |
| Check Capital Management Inc. | 1.68% | New | 452,487 | $28.0M |
| GoodHaven Capital Management, LLC | 8.97% | Add +0.1% | 442,487 | $27.4M |
| Berkshire Hathaway | 0.01% | No change | 433,558 | $26.9M |
| Balyasny Asset Management L.P. | 0.05% | Reduce -51.9% | 427,365 | $26.5M |
| Rhumbline Advisers | 0.02% | Reduce -0.6% | 424,335 | $26.3M |
| Private Capital Management, LLC | 2.47% | Add +0.2% | 419,429 | $26.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +2.9% | 411,175 | $25.5M |
| Migdal Insurance & Financial Holdings Ltd. | 0.21% | Reduce -50.1% | 398,000 | $24.7M |
| Capital Fund Management S.A. | 0.23% | Add +138.7% | 388,042 | $24.0M |
| Quantinno Capital Management LP | 0.05% | Add +50.5% | 379,121 | $23.5M |
| Principal Financial Group Inc. | 0.01% | Reduce -75.4% | 363,350 | $22.5M |
| Invesco Ltd. | 0.00% | Reduce -29.8% | 349,958 | $21.7M |
| Loomis Sayles & Co. L P | 0.03% | Reduce -12.9% | 349,783 | $21.7M |
| Captrust Financial Advisors | 0.04% | Add +5.4% | 348,333 | $21.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.9% | 335,467 | $20.8M |
| Robotti Robert | 3.66% | Reduce -1.1% | 328,934 | $20.4M |
| LPL Financial LLC | 0.01% | Reduce -9.7% | 325,092 | $20.1M |
| SG Americas Securities, LLC | 0.03% | Add +1480.4% | 311,419 | $19.3M |
| Swiss National Bank | 0.01% | Add +1.7% | 305,000 | $18.9M |
| Gradient Investments LLC | 0.29% | Add +807.1% | 291,780 | $18.1M |
| Cerity Partners LLC | 0.03% | Add +30.1% | 282,934 | $17.5M |
| California Public Employees Retirement System | 0.01% | Reduce -3.9% | 282,893 | $17.5M |
| Strategic Wealth Partners, Ltd. | 1.19% | Add +42.5% | 279,809 | $17.3M |
| Squarepoint Ops LLC | 0.03% | Add +67.9% | 271,568 | $16.8M |
| Ensign Peak Advisors, Inc | 0.03% | Reduce -21.4% | 261,245 | $16.2M |
| Legal & General Group Plc | 0.00% | Reduce -19.4% | 258,358 | $16.0M |
| Two Sigma Advisers, LP | 0.03% | Reduce -80.3% | 255,400 | $15.8M |
| Valueworks LLC | 4.10% | New | 251,259 | $15.6M |
| Two Sigma Investments, LP | 0.02% | Reduce -84.1% | 231,537 | $14.3M |
| Ieq Capital, LLC | 0.04% | Add +1632.0% | 215,762 | $13.4M |
| Oppenheimer & Co. Inc. | 0.18% | Add +2.8% | 206,430 | $12.8M |
| Tudor Investment Corporation | 0.07% | Add +485.4% | 201,999 | $12.5M |
| Merrion Investment Management Co, LLC | 6.67% | Reduce -3.4% | 199,695 | $12.4M |
| Wells Fargo & Company | 0.00% | Reduce -46.2% | 196,328 | $12.2M |
| First Manhattan Co. Llc. | 0.03% | Add +0.1% | 193,639 | $12.0M |
| Millennium Management | 0.01% | Reduce -87.7% | 188,162 | $11.7M |
| Mercer Global Advisors Inc. | 0.02% | Add +593.9% | 185,791 | $11.5M |
| Focus Partners Wealth | 0.01% | Add +13.1% | 182,502 | $11.3M |
| Algert Global LLC | 0.18% | Add +2.7% | 181,670 | $11.3M |
| Rock Point Advisors, LLC | 2.80% | Add +4.1% | 180,372 | $11.2M |
| Sequoia Financial Advisors, LLC | 0.06% | Add +3.3% | 176,605 | $10.9M |
| Beacon Investment Advisory Services, Inc. | 0.44% | Add +3.9% | 173,596 | $10.8M |
| New York State Teachers Retirement System | 0.02% | No change | 173,313 | $10.7M |
| State of Wisconsin Investment Board | 0.02% | Add +40.6% | 170,297 | $10.6M |
| PEAK6 LLC | 0.29% | Reduce -15.5% | 169,729 | $10.5M |
| Man Group plc | 0.02% | Add +4064.6% | 166,585 | $10.3M |
| MetLife Investment Management, LLC | 0.05% | Add +79.8% | 160,957 | $10.0M |
| Jump Financial, LLC | 0.13% | New | 159,200 | $9.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +26.8% | 147,894 | $9.8M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -13.3% | 155,157 | $9.6M |
| American Century Companies Inc. | 0.00% | Reduce -26.0% | 155,050 | $9.6M |
"% of holder's portfolio" is JEF's weight in each manager's 13F, not the share of Jefferies Financial Group Inc. the manager owns.