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Disclosery

JEF JEFFERIES FINANCIAL GROUP IN

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COM (common), issuer CIK 96223

551 managers (566 13F filers) reported a position in JEF shares at 2025-03-31, 142,652,364 shares in all. 83 filers opened a position and 96 filers sold out during the quarter.

Managers
551
13F filers
566
New
83
Added
171
Reduced
215
Sold out
96
Shares held by filers
142,652,364

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
FRIEDMAN BRIAN Pdirector, officer (President)2026-10-07-100 G$0Form 4

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
M&T Bank Corpin group M&T Bank Corp37,431$2.01M0.01%-4,27713F-HRTimelineGroup
ACR Alpine Capital Research, LLCin group ACR Alpine Capital Research, …36,155$1.94M0.04%-70,65913F-HRTimelineGroup
OCCUDO QUANTITATIVE STRATEGIES LP36,965$1.93M0.26%new13F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD33,119$1.77M0.06%013F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND32,987$1.77M0.03%-10013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC31,898$1.71M0.01%-75713F-HRTimeline
KLP KAPITALFORVALTNING AS31,200$1.67M0.01%013F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA30,888$1.65M<0.01%new13F-HR/ATimelineGroup
Harbour Capital Advisors, LLC33,965$1.63M0.4%+6,53013F-HRTimeline
Modera Wealth Management, LLC30,324$1.62M0.02%-32613F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …30,264$1.62M<0.01%new13F-HRTimelineGroup
Radnor Capital Management, LLC30,210$1.62M0.27%013F-HRTimeline
FJ Capital Management LLC30,148$1.62M0.17%+3,91213F-HRTimeline
Cetera Investment Advisers29,973$1.61M<0.01%-2,74913F-HRTimeline
Intrinsic Value Partners, LLC29,934$1.6M1.58%-75913F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS29,542$1.58M0.01%+8,22913F-HRTimeline
Utah Retirement Systems28,784$1.54M0.02%013F-HRTimeline
Illinois Municipal Retirement Fund28,781$1.54M0.02%013F-HRTimeline
Moors & Cabot, Inc.28,500$1.53M0.08%+8,75013F-HRTimeline
Cinctive Capital Management LP28,353$1.52M0.12%-41,87713F-HRTimeline
Wellington Shields Capital Management, …in group Wellington Shields Capital Ma…28,000$1.5M0.27%013F-HRTimelineGroup
VestGen Advisors, LLC27,894$1.49M0.07%13F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC28,288$1.49M<0.01%+17,48613F-HRTimelineGroup
HighTower Advisors, LLC27,844$1.49M<0.01%-3,06813F-HRTimeline
Man Group plcin group Man Group plc27,697$1.48M<0.01%+18,00913F-HRTimelineGroup
MBM WEALTH CONSULTANTS, LLC27,627$1.48M0.44%-21613F-HRTimeline
EPACRIA CAPITAL PARTNERS, LLC27,381$1.47M1.19%-13,50013F-HRTimeline
Hennion & Walsh Asset Management, Inc.26,980$1.45M0.06%-33,08813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV26,846$1.44M<0.01%-1,41213F-HRTimeline
MACKENZIE FINANCIAL CORP26,001$1.39M<0.01%+2,77313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC25,615$1.38M0.01%+93013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC25,529$1.37M0.02%-8,55913F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\25,484$1.37M<0.01%-3,90313F-HRTimelineGroup
Prescott Group Capital Management, L.L.…25,000$1.34M0.19%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/24,935$1.34M0.64%-8113F-HRTimelineGroup
Redwood Investment Management, LLCin group Redwood Investment Management…24,792$1.33M0.14%+1,44513F-HR/ATimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI24,743$1.33M0.07%013F-HRTimeline
XPONANCE LLC23,789$1.27M0.01%-1,37813F-HRTimeline
NewEdge Advisors, LLC23,219$1.24M0.01%-3,69013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.23,098$1.24M0.01%-1,72613F-HRTimeline
MorganRosel Wealth Management, LLC23,039$1.23M0.37%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/22,909$1.23M<0.01%+21713F-HRTimelineGroup
CONDOR CAPITAL MANAGEMENT22,632$1.21M0.11%-23313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC22,519$1.21M<0.01%-521,35913F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC22,507$1.2M<0.01%+7,99513F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…22,202$1.19M<0.01%+26613F-HRTimelineGroup
Summit Financial, LLC21,779$1.17M0.03%+7213F-HRTimeline
STOREBRAND ASSET MANAGEMENT AS21,670$1.16M<0.01%-62813F-HRTimeline
Aigen Investment Management, LP21,621$1.16M0.18%new13F-HRTimeline
Gotham Asset Management, LLC21,410$1.15M0.01%-29613F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd21,145$1.13M0.06%-5,28413F-HRTimelineGroup
Engineers Gate Manager LP20,987$1.12M0.02%new13F-HRTimeline
Bard Financial Services, Inc.20,675$1.11M0.14%-12513F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC20,000$1.07M0.03%new13F-HRTimeline
Bayesian Capital Management, LP20,000$1.07M0.18%new13F-HRTimeline
TWINBEECH CAPITAL LP19,927$1.07M0.02%new13F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC19,808$1.06M<0.01%+7,10713F-HRTimelineGroup
Carmel Capital Partners, LLC19,398$1.04M0.41%-1213F-HRTimeline
State of Alaska, Department of Revenue19,079$1.02M0.01%+57013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC19,015$1.02M0.06%+43713F-HRTimeline
AMG National Trust Bank18,649$999K0.03%-2,07513F-HRTimeline
Elo Mutual Pension Insurance Co18,569$995K0.02%new13F-HRTimeline
Sanctuary Advisors, LLC18,551$994K0.01%-12,85413F-HRTimeline
VIRGINIA RETIREMENT SYSTEMS ET Al18,100$970K0.01%13F-HRTimeline
NorthCrest Asset Manangement, LLC17,876$958K0.03%+2613F-HRTimeline
MML INVESTORS SERVICES, LLC17,809$954K<0.01%+9613F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…17,406$932K0.03%new13F-HRTimelineGroup
Maxi Investments CY Ltd17,200$921K0.18%-2,78413F-HRTimeline
Quantum Portfolio Management LLC17,077$915K0.46%-9813F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…17,034$913K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL17,041$913K<0.01%+113F-HRTimeline
WOLVERINE TRADING, LLC16,870$881K0.03%new13F-HRTimeline
&PARTNERS17,299$876K0.01%+2,70813F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.15,417$826K<0.01%-2213F-HRTimelineGroup
Fulton Bank, N.A.15,414$826K0.03%+60213F-HRTimeline
Citadel Investment Advisory, Inc.15,285$819K0.4%+50013F-HRTimeline
OFI INVEST ASSET MANAGEMENT16,486$818K0.02%+8,90513F-HRTimeline
Ethic Inc.15,256$817K0.02%-52513F-HRTimeline
QUADRANT CAPITAL GROUP LLC15,032$805K0.03%+12,07213F-HRTimeline
Joel Isaacson & Co., LLC15,025$805K0.04%013F-HRTimeline
Harbor Advisors LLC15,000$804K0.14%013F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A14,997$803K<0.01%-13,27413F-HRTimelineGroup
KING LUTHER CAPITAL MANAGEMENT CORP14,916$799K<0.01%-11013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC14,675$786K0.02%-10013F-HRTimelineGroup
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…14,643$784K<0.01%-82,60113F-HRTimelineGroup
SHELTON WEALTH MANAGEMENT, LLC14,639$784K0.45%-22613F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC14,144$758K0.14%+4213F-HRTimeline
KWMG, LLC14,139$757K0.08%-33813F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.14,133$757K0.01%013F-HRTimelineGroup
PINEBRIDGE INVESTMENTS, L.P.13,928$746K0.01%-31,03113F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC13,847$742K0.01%-6,32113F-HRTimelineGroup
Thoma Capital Management LLC13,824$741K0.52%-58913F-HRTimeline
IEQ CAPITAL, LLC13,700$734K0.01%+10,08413F-HRTimeline
Mariner, LLCin group Mariner, LLC13,689$733K<0.01%+41613F-HRTimelineGroup
SG Americas Securities, LLC13,633$730K<0.01%+11,90113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC13,523$724K0.02%-3013F-HRTimeline
Pacer Advisors, Inc.13,354$715K<0.01%-31,99613F-HRTimeline
Secure Asset Management, LLC13,001$696K0.14%new13F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC12,975$695K<0.01%+37513F-HRTimeline
Roberts Capital Advisors, LLC12,594$675K0.59%013F-HRTimeline
DANSKE BANK A/S12,542$672K<0.01%+15413F-HRTimeline
Crossmark Global Holdings, Inc.12,412$665K0.01%+21013F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC12,372$663K0.02%+10013F-HRTimeline
Evercore Wealth Management, LLC11,963$641K0.01%-4,70013F-HRTimeline
Encompass More Asset Management11,886$637K0.19%new13F-HRTimeline
BANQUE PICTET & CIE SA11,498$616K0.01%new13F-HRTimeline
Entropy Technologies, LP11,380$610K0.06%new13F-HRTimeline
CONNABLE OFFICE INC11,200$600K0.06%013F-HRTimeline
Chou Associates Management Inc.10,987$589K0.32%013F-HRTimeline
Sylvest Advisors, LLC10,918$585K0.37%+55713F-HRTimeline
Arrowpoint Investment Partners (Singapo…in group Arrowpoint Investment Partner…10,700$573K0.27%+2,68313F-HRTimelineGroup
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…10,338$540K0.02%013F-HRTimelineGroup
AM INVESTMENT STRATEGIES LLC10,000$536K0.13%013F-HRTimeline
Headlands Technologies LLC9,982$535K0.06%new13F-HRTimeline
REDMONT WEALTH ADVISORS LLC9,899$530K1.03%-3,93013F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD9,600$514K<0.01%-70,40013F-HRTimeline
Farther Finance Advisors, LLC9,594$514K0.01%-1,05113F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC9,513$510K0.05%new13F-HRTimeline
Alyeska Investment Group, L.P.in group Alyeska Investment Group, L.P.9,468$507K<0.01%new13F-HRTimelineGroup
DNB Asset Management ASin group DNB Asset Management AS9,305$498K<0.01%+6,26613F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…9,450$493K0.08%+10313F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.9,205$493K<0.01%+97813F-HRTimelineGroup
Simmons Bankin group Simmons Bank8,970$481K0.04%+30213F-HRTimelineGroup
PINNACLE ASSOCIATES LTD8,733$468K0.01%+31713F-HRTimeline
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…8,652$463K0.09%013F-HRTimelineGroup
GF FUND MANAGEMENT CO. LTD.8,625$462K0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA8,613$461K0.01%new13F-HRTimelineGroup
EQUITABLE TRUST CO8,600$461K0.03%-5,48513F-HRTimeline
UMB Bank, n.a.8,534$457K0.01%+46513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AVANTAX ADVISORY SERVICES, INC.8,425$451K<0.01%-5,66313F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC8,371$448K0.01%+2,00413F-HRTimelineGroup
CW Advisors, LLC8,346$447K0.01%+50413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,314$445K0.01%-5,68413F-HRTimelineGroup
MONETARY MANAGEMENT GROUP INC8,300$445K0.12%-2,10013F-HRTimeline
Maryland State Retirement & Pension Sys…8,158$437K0.01%-1,50213F-HRTimeline
Carnegie Investment Counsel9,459$431K0.01%+3,01413F-HRTimeline
Arnhold LLC8,000$429K0.04%-71,82013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.7,967$427K0.03%+19313F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding7,907$424K-38Timeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC7,840$420K0.1%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP7,628$409K0.01%-9413F-HRTimelineGroup
DekaBank Deutsche Girozentrale7,864$407K<0.01%013F-HRTimeline
Permanens Capital L.P.7,580$406K0.07%new13F-HRTimeline
Alteri Wealth LLC7,562$405K0.18%013F-HRTimeline
Crewe Advisors LLC7,546$404K0.06%013F-HRTimeline
SIMPLEX TRADING, LLC7,395$396K0.01%+99813F-HRTimeline
Apexium Financial, LP7,263$389K0.02%013F-HRTimeline
Sterling Capital Management LLC7,128$382K0.01%-1,09513F-HRTimeline
AlphaQuest LLC7,041$377K0.04%new13F-HRTimeline
Compound Planning, Inc.7,034$377K0.02%+2213F-HRTimeline
Farringdon Capital, Ltd.6,970$373K0.19%+18813F-HRTimeline
ProShare Advisors LLC6,936$372K<0.01%-65913F-HRTimeline
Parallel Advisors, LLC6,851$367K0.01%+5,07513F-HRTimeline
Centiva Capital, LP6,847$367K0.02%-21,48813F-HRTimeline
SHELL ASSET MANAGEMENT CO6,768$363K0.02%-32713F-HRTimeline
Point72 (DIFC) Ltd6,755$362K0.03%new13F-HRTimeline
Cooper Financial Group6,727$360K0.05%+4113F-HRTimeline
CIBC Asset Management Inc6,649$356K<0.01%+14213F-HRTimeline
Net Worth Advisory Group6,614$354K0.11%+12613F-HRTimeline
Maple Capital Management, Inc.6,318$338K0.03%+213F-HRTimeline
NorthRock Partners, LLC6,198$332K0.01%+45713F-HRTimeline
ASPIRIANT, LLC6,135$329K0.01%+5913F-HRTimeline
Kingsview Wealth Management, LLC6,051$324K0.01%-7513F-HRTimeline
COUNTRY CLUB BANK6,200$324K0.02%013F-HRTimeline
SEARLE & CO.6,000$321K0.09%013F-HRTimeline
Baker Ellis Asset Management LLC6,000$321K0.05%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC5,976$320K0.01%+2913F-HR/ATimeline
HB Wealth Management, LLC5,918$317K<0.01%+52713F-HRTimeline
PFG Investments, LLC5,893$316K0.02%-18513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC5,865$314K0.01%+4113F-HRTimeline
Versor Investments LP5,852$313K0.05%new13F-HRTimeline
GREENLEAF TRUST5,848$313K<0.01%-70613F-HRTimeline
SHELTON CAPITAL MANAGEMENT5,830$312K0.01%-29713F-HRTimeline
Quent Capital, LLC5,791$310K0.03%-49013F-HRTimeline
HighPoint Advisor Group LLC6,484$305K0.02%-1,37713F-HRTimeline
Whitener Capital Management, Inc.5,495$294K0.08%-10013F-HRTimeline
EntryPoint Capital, LLC5,423$291K0.13%new13F-HRTimeline
Bayforest Capital Ltd5,422$290K0.13%new13F-HR/ATimeline
M.E. ALLISON & CO., INC.5,400$289K0.29%013F-HRTimeline
BFSG, LLC5,394$289K0.04%-37013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC5,148$276K0.03%-19013F-HRTimeline
OneDigital Investment Advisors LLC5,102$273K<0.01%+1,15713F-HRTimeline
Checchi Capital Advisers, LLC5,089$273K0.02%013F-HRTimeline
Pure Financial Advisors, LLC5,071$272K0.01%+6813F-HRTimeline
PANAGORA ASSET MANAGEMENT INC5,066$271K<0.01%013F-HRTimeline
Sciencast Management LP4,983$267K0.06%new13F-HRTimeline
Catalyst Funds Management Pty Ltd4,980$267K0.07%-11,47013F-HRTimeline
Janney Montgomery Scott LLC4,922$264K<0.01%+76813F-HRTimeline
Alaska Permanent Fund Corp5,622$263K<0.01%013F-HRTimeline
TOWNSQUARE CAPITAL LLC4,851$260K<0.01%+2,09513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,832$259K<0.01%-4,24813F-HRTimelineGroup
SIGNATUREFD, LLC4,816$258K<0.01%+7613F-HRTimeline
Trivium Point Advisory, LLC4,730$253K0.03%013F-HRTimeline
PITCAIRN COin group PITCAIRN CO4,680$251K0.02%+18413F-HRTimelineGroup
VESTOR CAPITAL, LLC4,646$249K0.02%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,490$241K0.01%-1913F-HRTimeline
Pinnacle Financial Partners Inc4,450$238K<0.01%+12513F-HRTimeline
Sage Capital Management, LLC4,407$236K0.13%+2813F-HRTimeline
Bank of Marin4,294$230K0.29%new13F-HRTimeline
Prospera Financial Services Inc4,263$229K0.01%+1,60013F-HRTimeline

Events

  • FRIEDMAN BRIAN P disposed of 100 JEF shares on 2026-10-07, Form 4 filed 2026-10-09. 0001214659-26-012761

    Accepted , ingested