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Disclosery

JEF JEFFERIES FINANCIAL GROUP IN

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COM (common), issuer CIK 96223

544 managers (559 13F filers) reported a position in JEF shares at 2025-06-30, 144,160,057 shares in all. 75 filers opened a position and 80 filers sold out during the quarter.

Managers
544
13F filers
559
New
75
Added
206
Reduced
185
Sold out
80
Shares held by filers
144,160,057

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,662$200K<0.01%new13F-HRTimelineGroup
Covestor Ltd3,471$190K0.11%+3,26313F-HRTimeline
Hamilton Capital Partners Inc.3,473$190K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.3,463$189K0.02%+2513F-HRTimeline
VSM Wealth Advisory, LLC3,420$187K0.06%013F-HRTimeline
Steward Partners Investment Advisory, L…3,331$182K<0.01%+30913F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD3,311$181K<0.01%+1,88313F-HRTimelineGroup
Blue Trust, Inc.3,271$179K<0.01%+42913F-HRTimeline
Aster Capital Management (DIFC) Ltd3,216$176K0.04%+2,73413F-HRTimeline
NFSG Corp2,900$159K0.03%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,862$156K0.01%+58013F-HRTimeline
DANSKE BANK A/S2,692$147K<0.01%-9,85013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,626$144K<0.01%+10513F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding2,598$142K0Timeline
Towne Trust Company, N.A2,592$142K0.05%013F-HR/ATimeline
Global Retirement Partners, LLC2,581$141K<0.01%13F-HRTimeline
AlphaQuest LLC2,530$138K0.01%-4,51113F-HRTimeline
HM PAYSON & CO2,500$137K<0.01%+10013F-HRTimeline
Gitterman Wealth Management, LLC2,490$136K0.03%new13F-HRTimeline
Brooklyn Investment Group2,377$130K0.02%+1,94113F-HR/ATimeline
Private Wealth Asset Management, LLC2,040$112K0.01%-1413F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC1,976$107K<0.01%-20,53113F-HRTimelineGroup
Allworth Financial LP1,942$106K<0.01%+31113F-HRTimeline
Ridgewood Investments LLC1,900$104K0.04%-30013F-HRTimeline
Leonteq Securities AG1,899$104K0.01%new13F-HRTimeline
GAMMA Investing LLC1,875$103K0.01%+72413F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…1,872$102K<0.01%+41813F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management1,825$99.8K<0.01%-4513F-HRTimelineGroup
Glen Eagle Advisors, LLC1,722$94.2K0.01%+213F-HRTimeline
SIERRA OCEAN, LLC1,598$87.4K0.06%-25013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD1,520$83.1K<0.01%013F-HRTimelineGroup
Versant Capital Management, Inc1,513$82.7K0.01%+56513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,496$81.8K<0.01%+413F-HRTimeline
Geneos Wealth Management Inc.1,390$76K<0.01%-1,43013F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …1,348$74K<0.01%new13F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB1,340$73.3K<0.01%-18513F-HRTimeline
ALBION FINANCIAL GROUP /UT1,260$68.9K<0.01%013F-HRTimeline
Washington Trust Advisors, Inc.1,232$67.4K0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,228$67.2K<0.01%-1113F-HRTimelineGroup
Federation des caisses Desjardins du Qu…1,009$55.2K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.993$54K<0.01%+96613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Arax Advisory Partners978$53.5K<0.01%+11513F-HRTimeline
Smartleaf Asset Management LLC942$52.5K<0.01%+1313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC912$50K<0.01%+29913F-HRTimelineGroup
Quarry LP898$49.1K0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC910$49K<0.01%-6,48513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…892$48.8K<0.01%+54813F-HRTimelineGroup
High Note Wealth, LLC772$42.2K0.01%-4013F-HRTimeline
EASTERN BANK679$37.1K<0.01%013F-HRTimeline
IFP Advisors, Inc616$36.6K<0.01%-77113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP656$36.6K<0.01%+5013F-HRTimelineGroup
Essential Partners LLC652$35.7K0.01%13F-HRTimeline
PRIVATE TRUST CO NA589$32.2K<0.01%-4013F-HRTimeline
ALERUS FINANCIAL NA578$31.6K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC550$30.1K<0.01%+2413F-HRTimeline
MAI Capital Management516$28.2K<0.01%+28513F-HRTimeline
Riggs Asset Managment Co. Inc.508$27.8K0.01%-101,37713F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.472$25.8K<0.01%+613F-HRTimelineGroup
Parkside Financial Bank & Trust461$25.2K<0.01%+1113F-HRTimeline
First Horizon Advisors, Inc.435$23.8K<0.01%-913F-HRTimeline
Moisand Fitzgerald Tamayo, LLC433$23.7K<0.01%013F-HRTimeline
Legacy Bridge, LLC431$23.6K0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC425$23.2K0.01%013F-HRTimeline
Westside Investment Management, Inc.421$23K<0.01%013F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…395$21.6K<0.01%013F-HRTimelineGroup
Rise Advisors, LLC363$19.8K0.01%+313F-HRTimeline
Deseret Mutual Benefit Administrators362$19.8K0.01%013F-HRTimeline
Altshuler Shaham Ltd360$19.7K<0.01%new13F-HRTimeline
PEREGRINE CAPITAL MANAGEMENT LLC340$18.6K<0.01%013F-HRTimeline
Clearstead Advisors, LLC337$18.4K<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.320$17.5K<0.01%013F-HRTimeline
Costello Asset Management, INC307$16.8K0.01%013F-HRTimeline
TRUST CO OF VERMONT300$16.4K<0.01%013F-HRTimeline
CENTRAL TRUST Co290$15.9K<0.01%013F-HRTimeline
Pineridge Advisors LLC250$13.7K<0.01%+2913F-HRTimeline
North Star Investment Management Corp.240$13.1K<0.01%013F-HRTimeline
Hemington Wealth Management238$13K<0.01%-8813F-HRTimeline
New England Capital Financial Advisors …202$11K0.01%new13F-HRTimeline
TSFG, LLC205$11K<0.01%013F-HRTimeline
WHITTIER TRUST CO201$11K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB198$10.8K<0.01%013F-HRTimeline
Larson Financial Group LLC190$10.4K<0.01%+4713F-HRTimeline
JFS WEALTH ADVISORS, LLC184$10.1K<0.01%-1413F-HRTimeline
LRI Investments, LLC181$9.9K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…174$9.52K<0.01%013F-HRTimeline
NewSquare Capital LLC169$9.24K<0.01%+2113F-HRTimeline
Fortitude Family Office, LLC158$8.64K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…136$7.44K<0.01%+1413F-HRTimelineGroup
TOTAL INVESTMENT MANAGEMENT INC133$7.27K<0.01%new13F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.132$7.22K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc123$6.73K<0.01%+1213F-HRTimeline
Stephens Consulting, LLC114$6.24K<0.01%-1713F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO106$5.8K<0.01%+3713F-HRTimelineGroup
Bruce G. Allen Investments, LLC103$5.63K<0.01%013F-HRTimeline
Cedar Wealth Management, LLC88$4.82K<0.01%new13F-HRTimeline
Bare Financial Services, Inc86$4.7K<0.01%+5613F-HRTimeline
True Wealth Design, LLC81$4.43K<0.01%+6813F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC72$4.41K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC73$4.23K<0.01%-2513F-HRTimeline
Manchester Capital Management LLC74$4.05K<0.01%013F-HRTimeline
Olistico Wealth, LLC71$3.88K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp57$3.12K<0.01%+713F-HRTimelineGroup
WealthCollab, LLC57$3.12K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.55$3.01K<0.01%new13F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC54$2.95K<0.01%-74213F-HRTimelineGroup
Private Wealth Management Group, LLC48$2.63K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.40$2.19K<0.01%-413F-HRTimeline
Hughes Financial Services, LLC36$2.08K<0.01%+1813F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT38$2.08K<0.01%013F-HRTimeline
ORG Partners LLC35$1.94K<0.01%-30013F-HRTimeline
Sachetta, LLC35$1.92K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC33$1.8K<0.01%-15513F-HRTimeline
Caitong International Asset Management …31$1.7K<0.01%-2,91913F-HRTimeline
Cromwell Holdings LLC28$1.53K<0.01%+1413F-HRTimeline
SJS Investment Consulting Inc.21$1.15K<0.01%-2013F-HRTimeline
Rialto Wealth Management, LLC21$1.15K<0.01%+413F-HRTimeline
N.E.W. Advisory Services LLC20$1.09K<0.01%-2013F-HRTimeline
SBI Securities Co., Ltd.19$1.04K<0.01%+113F-HRTimeline
Smallwood Wealth Investment Management,…19$1.04K<0.01%new13F-HRTimeline
Avion Wealth30$1K<0.01%+2613F-HR/ATimeline
Financial Network Wealth Advisors LLC16$875<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC15$821<0.01%013F-HR/ATimeline
DecisionPoint Financial, LLC12$667<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.12$656<0.01%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC12$656<0.01%new13F-HR/ATimeline
CVA Family Office, LLC12$656<0.01%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC11$602<0.01%new13F-HRTimelineGroup
American Capital Advisory, LLC10$547<0.01%new13F-HRTimeline
Kilter Group LLC10$547<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.9$500<0.01%-20013F-HRTimeline
HFM Investment Advisors, LLC8$438<0.01%+513F-HRTimeline
Bay Harbor Wealth Management, LLC7$382<0.01%-113F-HRTimeline
Principia Wealth Advisory, LLC6$328<0.01%013F-HRTimeline
Quaker Wealth Management, LLC5$274<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC5$274<0.01%013F-HRTimeline
Tortoise Investment Management, LLC4$219<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.2$110<0.01%-313F-HRTimeline
ROSS\JOHNSON & Associates LLC2$109<0.01%013F-HRTimeline
AdvisorNet Financial, Inc1$55<0.01%-1713F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.1$55<0.01%013F-HR/ATimelineGroup
FNY Investment Advisers, LLC13$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$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%013F-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