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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
SANDERS MORRIS HARRIS LLC4,200$225K0.03%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA4,150$222K<0.01%new13F-HRTimelineGroup
MKT Advisors LLC5,275$222K0.1%013F-HRTimeline
Cambridge Investment Research Advisors,…4,140$222K<0.01%-5,04713F-HRTimeline
Diligent Investors, LLC4,100$220K0.05%013F-HRTimeline
Moody Aldrich Partners LLC4,074$218K0.05%-1,58713F-HRTimeline
R Squared Ltd3,920$210K0.22%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Creekside Partners3,910$209K0.11%013F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co3,901$209K0.01%-6113F-HRTimelineGroup
Aspen Grove Capital, LLC3,898$209K0.04%new13F-HRTimeline
Belmont Capital, LLC3,863$207K0.04%013F-HRTimeline
SMART Wealth LLC3,779$202K0.07%new13F-HRTimeline
PROFUND ADVISORS LLC3,765$202K0.01%-11113F-HRTimeline
Blankinship & Foster, LLC3,741$200K0.05%013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC3,741$200K<0.01%+82913F-HRTimelineGroup
Hamilton Capital Partners Inc.3,473$186K0.01%-9913F-HRTimeline
LANARK FINANCIAL, INC.3,438$184K0.02%+3,43513F-HRTimeline
VSM Wealth Advisory, LLC3,420$183K0.07%013F-HRTimeline
Steward Partners Investment Advisory, L…3,022$162K<0.01%-15313F-HRTimeline
Caitong International Asset Management …2,950$158K0.12%new13F-HRTimeline
NFSG Corp2,900$155K0.04%013F-HRTimeline
Blue Trust, Inc.2,842$152K<0.01%-95513F-HRTimeline
Geneos Wealth Management Inc.2,820$151K<0.01%+1,48313F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding2,598$139K-40Timeline
Towne Trust Company, N.A2,592$139K0.05%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,521$135K<0.01%-6313F-HRTimelineGroup
HM PAYSON & CO2,400$129K<0.01%-1,30013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,282$122K0.01%+1,05913F-HRTimeline
HARBOUR INVESTMENTS, INC.2,282$122K<0.01%+43613F-HRTimeline
Ridgewood Investments LLC2,200$118K0.05%013F-HRTimeline
Private Wealth Asset Management, LLC2,054$110K0.02%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,870$100K<0.01%-10013F-HRTimelineGroup
SIERRA OCEAN, LLC1,848$99K0.08%+1,64813F-HRTimeline
Glen Eagle Advisors, LLC1,720$92.1K0.02%-11513F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,525$81.7K<0.01%+78313F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding1,520$81.4K-22,271Timeline
TD PRIVATE CLIENT WEALTH LLC1,492$79.9K<0.01%-1,21613F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…1,454$78K<0.01%new13F-HRTimelineGroup
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD1,428$76.5K<0.01%-1,80413F-HR/ATimelineGroup
Allworth Financial LP1,631$76.2K<0.01%-1,58713F-HRTimeline
CWM, LLCin group CWM, LLC1,419$76K<0.01%-26313F-HRTimelineGroup
IFP Advisors, Inc1,387$74.3K<0.01%+64913F-HRTimeline
ALBION FINANCIAL GROUP /UT1,260$67.5K<0.01%013F-HRTimeline
Point72 Asia (Singapore) Pte. Ltd.1,240$66.5K0.02%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,239$66.4K<0.01%+1,20213F-HRTimelineGroup
Washington Trust Advisors, Inc.1,232$66K0.01%013F-HRTimeline
GAMMA Investing LLC1,151$61.7K<0.01%+63713F-HR/ATimeline
Plato Investment Management Ltd1,034$56K<0.01%-8,97513F-HRTimeline
Federation des caisses Desjardins du Qu…1,009$54K<0.01%-29213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,000$53.6K<0.01%-47213F-HRTimelineGroup
Versant Capital Management, Inc948$50.8K0.01%+16013F-HRTimeline
Smartleaf Asset Management LLC929$48.5K<0.01%+2213F-HRTimeline
Arax Advisory Partners863$46.2K<0.01%+23913F-HRTimeline
High Note Wealth, LLC812$43.5K0.01%013F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC796$42.6K<0.01%new13F-HRTimelineGroup
JCIC Asset Management Inc.705$37.8K0.02%+46513F-HRTimeline
EASTERN BANK679$36.4K<0.01%013F-HRTimeline
Continuum Advisory, LLC666$35.7K<0.01%-34413F-HRTimeline
PRIVATE TRUST CO NA629$33.7K<0.01%-2313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC613$33K<0.01%-1,41713F-HRTimelineGroup
Aster Capital Management (DIFC) Ltd482$31.9K0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP606$31.7K<0.01%+59313F-HR/ATimelineGroup
Elequin Capital, LP549$29.4K0.01%+29713F-HRTimeline
Lindbrook Capital, LLC528$28.3K<0.01%+13213F-HRTimeline
ROTHSCHILD INVESTMENT LLC526$28.2K<0.01%+1013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.466$25K<0.01%new13F-HRTimelineGroup
Parkside Financial Bank & Trust450$24.1K<0.01%+18713F-HRTimeline
First Horizon Advisors, Inc.444$23.8K<0.01%013F-HRTimeline
Brooklyn Investment Group436$23.4K0.01%+6513F-HRTimeline
Moisand Fitzgerald Tamayo, LLC433$23.2K<0.01%013F-HRTimeline
Legacy Bridge, LLC431$23.1K0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC425$22.8K0.01%013F-HRTimeline
Westside Investment Management, Inc.421$22.6K<0.01%013F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpgroup of 2 filers holding395$21.2K-11,967Timeline
Deseret Mutual Benefit Administrators362$19.4K0.01%-12913F-HRTimeline
Rise Advisors, LLC360$19.3K0.01%-8813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…344$18.4K<0.01%-213F-HRTimelineGroup
PEREGRINE CAPITAL MANAGEMENT LLC340$18.2K<0.01%013F-HRTimeline
ORG Partners LLC335$17.9K<0.01%+30013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.333$17.8K<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.320$17.1K<0.01%013F-HRTimeline
Hemington Wealth Management326$17K<0.01%-913F-HRTimeline
Costello Asset Management, INC307$16.4K0.01%new13F-HRTimeline
TRUST CO OF VERMONT300$16.1K<0.01%013F-HRTimeline
CENTRAL TRUST Co290$15.5K<0.01%013F-HRTimeline
SVB WEALTH LLC255$13.7K<0.01%new13F-HRTimeline
North Star Investment Management Corp.240$12.9K<0.01%013F-HRTimeline
MAI Capital Management231$12.4K<0.01%+20013F-HRTimeline
CoreCap Advisors, LLC226$12.1K<0.01%-2,61613F-HRTimeline
Pineridge Advisors LLC221$11.9K<0.01%+113F-HRTimeline
TD Waterhouse Canada Inc.209$11.2K<0.01%-35,02713F-HRTimeline
Covestor Ltd208$11K0.01%-7313F-HRTimeline
TSFG, LLC205$11K<0.01%013F-HRTimeline
WHITTIER TRUST CO201$10.8K<0.01%013F-HRTimeline
Ramirez Asset Management, Inc.200$10.7K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB198$10.6K<0.01%-32613F-HRTimeline
JFS WEALTH ADVISORS, LLC198$10.6K<0.01%013F-HRTimeline
LRI Investments, LLC181$9.7K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…174$9.32K<0.01%013F-HRTimeline
NewSquare Capital LLC148$7.93K<0.01%+14113F-HRTimeline
Larson Financial Group LLC143$7.66K<0.01%-14313F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.132$7.07K<0.01%013F-HRTimeline
Stephens Consulting, LLC131$7.02K<0.01%-23313F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…122$6.54K<0.01%+5213F-HRTimelineGroup
Bell Investment Advisors, Inc111$5.95K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC109$5.84K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.104$5.57K<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC103$5.52K<0.01%013F-HRTimeline
Millstone Evans Group, LLC100$5.36K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC98$4.43K<0.01%new13F-HRTimeline
Manchester Capital Management LLC74$3.96K<0.01%+713F-HRTimeline
Gen-Wealth Partners Inc71$3.8K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO69$3.7K<0.01%-4913F-HRTimelineGroup
WealthCollab, LLC57$3.05K<0.01%013F-HRTimeline
MATHER GROUP, LLC.55$2.95K<0.01%013F-HRTimeline
Trust Co54$2.89K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp50$2.68K<0.01%new13F-HRTimelineGroup
Private Wealth Management Group, LLC48$2.57K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.44$2.36K<0.01%-313F-HRTimeline
SJS Investment Consulting Inc.41$2.2K<0.01%-1013F-HRTimeline
N.E.W. Advisory Services LLC40$2.14K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT38$2.02K<0.01%+113F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV53$2K<0.01%new13F-HRTimeline
Sachetta, LLC35$1.88K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC188$1.77K<0.01%+15513F-HRTimeline
Bare Financial Services, Inc30$1.61K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC29$1.55K<0.01%-213F-HR/ATimeline
Global Financial Private Client, LLC24$1.29K<0.01%+813F-HRTimeline
WealthTrak Capital Management LLC20$1.07K<0.01%+1513F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.27$1K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AdvisorNet Financial, Inc18$964<0.01%+1313F-HRTimeline
SBI Securities Co., Ltd.18$964<0.01%013F-HRTimeline
Hughes Financial Services, LLC18$964<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC17$911<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC16$857<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC15$804<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC15$804<0.01%013F-HR/ATimeline
Cromwell Holdings LLC14$750<0.01%new13F-HRTimeline
True Wealth Design, LLC13$697<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.12$643<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC8$428<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC6$283<0.01%-213F-HRTimeline
MV CAPITAL MANAGEMENT, INC.5$268<0.01%+413F-HRTimeline
WOLFF WIESE MAGANA LLC5$268<0.01%013F-HRTimeline
HFM Investment Advisors, LLC3$161<0.01%13F-HRTimeline
ROSS\JOHNSON & Associates LLC2$107<0.01%new13F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.1$54<0.01%-2913F-HRTimelineGroup
Avion Wealth4$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Capital Advisors, Ltd. LLC2$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-23713F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%-113F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

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

    Accepted , ingested