Skip to content
Disclosery

JEF JEFFERIES FINANCIAL GROUP IN

Follow

COM (common), issuer CIK 96223

584 managers (597 13F filers) reported a position in JEF shares at 2025-12-31, 147,691,584 shares in all. 80 filers opened a position and 68 filers sold out during the quarter.

Managers
584
13F filers
597
New
80
Added
192
Reduced
201
Sold out
68
Shares held by filers
147,691,584

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
LECAP ASSET MANAGEMENT LTD4,668$289K0.12%-7,90113F-HRTimeline
Checchi Capital Advisers, LLC4,631$287K0.02%+10113F-HRTimeline
Hamilton Capital Partners Inc.4,577$284K0.01%+1,10413F-HRTimeline
Arax Advisory Partners4,546$282K0.01%-6,77613F-HRTimeline
Colter Lewis Investment Partners LLC4,532$281K0.32%13F-HRTimeline
Sage Capital Management, LLC4,500$279K0.13%+3113F-HRTimeline
Delta Investment Management, LLC4,484$278K0.05%new13F-HRTimeline
Trivium Point Advisory, LLC4,480$278K0.03%013F-HRTimeline
A4 Wealth Advisors LLC4,358$270K0.23%new13F-HRTimeline
EP Wealth Advisors, LLC4,339$269K<0.01%13F-HRTimeline
Storgate, LLC4,309$267K0.22%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,257$264K<0.01%+1,54113F-HR/ATimelineGroup
Perigon Wealth Management, LLC4,216$261K<0.01%new13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…4,204$261K0.02%new13F-HRTimeline
Empowered Funds, LLC4,017$249K<0.01%-82713F-HR/ATimeline
LEVIN CAPITAL STRATEGIES, L.P.4,000$248K0.02%new13F-HRTimeline
QTR Family Wealth, LLC4,108$247K0.11%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,963$246K0.01%+3,14713F-HRTimelineGroup
STEINBERGANNA WEALTH MANAGEMENT3,925$243K0.11%new13F-HRTimeline
Creekside Partners3,910$242K0.1%013F-HRTimeline
Connective Capital Management, LLC3,820$237K0.14%-24,33413F-HRTimeline
Blankinship & Foster, LLC3,817$237K0.05%+7613F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.3,810$236K0.02%new13F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC3,543$235K0.02%new13F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co3,787$235K0.01%-4813F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC3,719$230K<0.01%new13F-HRTimelineGroup
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…3,685$228K0.01%-1,81013F-HRTimeline
STRS OHIO3,668$227K<0.01%-234,49313F-HRTimeline
Global Retirement Partners, LLC3,657$227K<0.01%+61513F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC3,655$226K0.02%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,438$213K0.01%+33613F-HRTimeline
CARRET ASSET MANAGEMENT, LLC3,435$213K0.02%new13F-HRTimeline
SEEDS INVESTOR LLC3,426$212K0.04%new13F-HRTimeline
PROFUND ADVISORS LLC3,349$208K0.01%-42313F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC3,337$207K<0.01%new13F-HRTimelineGroup
AlphaGrep UK Ltd3,290$204K0.07%13F-HRTimeline
Blue Trust, Inc.3,287$204K<0.01%+1613F-HRTimeline
Motley Fool Asset Management LLCin group Motley Fool Asset Management …3,269$203K0.01%-9013F-HRTimelineGroup
Teza Capital Management LLC3,269$203K0.65%new13F-HRTimeline
Wedmont Private Capital3,119$202K0.01%-40613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,252$202K<0.01%+9913F-HRTimelineGroup
Paladin Wealth, LLC3,241$201K0.14%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,941$182K<0.01%+1,25913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NFSG Corp2,900$180K0.03%013F-HRTimeline
IFP Advisors, Inc2,704$168K<0.01%+1,44613F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding2,598$161K0Timeline
Towne Trust Company, N.A2,592$161K0.05%013F-HRTimeline
Steward Partners Investment Advisory, L…2,522$156K<0.01%-22413F-HRTimeline
Leonteq Securities AG2,431$151K0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,295$142K0.01%+1,55413F-HRTimeline
HM PAYSON & CO2,288$142K<0.01%-21213F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …2,223$138K<0.01%+66913F-HRTimelineGroup
Covestor Ltd2,180$135K0.07%-2413F-HRTimeline
GAMMA Investing LLC2,104$130K0.01%-15713F-HRTimeline
Private Wealth Asset Management, LLC2,040$126K0.01%013F-HRTimeline
DANSKE BANK A/S1,900$118K<0.01%013F-HRTimeline
Versant Capital Management, Inc1,866$116K0.01%+26913F-HRTimeline
HARBOUR INVESTMENTS, INC.1,784$111K<0.01%-2,76713F-HRTimeline
VSM Wealth Advisory, LLC1,710$106K0.03%013F-HRTimeline
Aquatic Capital Management LLC1,654$102K<0.01%-20,54513F-HRTimeline
Geneos Wealth Management Inc.1,631$101K<0.01%+37113F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD1,520$94.2K<0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC1,452$90K0.01%-27113F-HRTimeline
OAKWORTH CAPITAL, INC.1,431$88.7K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,409$87.3K<0.01%+73913F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC1,359$84.2K<0.01%-3513F-HRTimeline
Smartleaf Asset Management LLC1,330$83.4K<0.01%-3413F-HRTimeline
ALBION FINANCIAL GROUP /UT1,260$78.1K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,207$74.8K<0.01%-2113F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB1,187$73.6K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.1,133$70.2K0.01%+1,11213F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC1,000$63.5K0.01%new13F-HRTimelineGroup
Tripletail Wealth Management, LLC1,140$62.7K0.08%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,006$62K<0.01%-3413F-HRTimelineGroup
DV Trading LLC1,000$62K0.01%13F-HRTimeline
Washington Trust Advisors, Inc.932$57.8K<0.01%013F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.850$52.7K<0.01%13F-HRTimelineGroup
High Note Wealth, LLC770$47.7K0.01%-3713F-HRTimeline
WHITTIER TRUST CO701$46.4K<0.01%+50013F-HRTimeline
True Wealth Design, LLC736$45.6K0.01%+59813F-HRTimeline
EASTERN BANK679$42.1K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust672$41.6K<0.01%+22413F-HRTimeline
PRIVATE TRUST CO NA667$41.3K<0.01%013F-HRTimeline
FIRST HORIZON CORP622$38.5K<0.01%+25213F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC682$36.2K<0.01%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC550$34.1K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management510$31.6K<0.01%-1,31513F-HRTimelineGroup
NVWM, LLC500$31K0.01%new13F-HRTimeline
Ramirez Asset Management, Inc.500$31K<0.01%new13F-HRTimeline
Elyxium Wealth, LLC453$28.1K0.01%new13F-HRTimeline
ALERUS FINANCIAL NA448$27.8K<0.01%-5013F-HRTimeline
Root Financial Partners, LLC440$27.3K<0.01%-2313F-HRTimeline
Smithfield Trust Co439$27K<0.01%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC433$26.8K<0.01%013F-HRTimeline
Legacy Bridge, LLC431$26.7K0.01%013F-HRTimeline
Salomon & Ludwin, LLC413$26.6K<0.01%+17713F-HRTimeline
Westside Investment Management, Inc.421$26.1K<0.01%013F-HRTimeline
Deseret Mutual Benefit Administrators362$22.4K0.01%013F-HRTimeline
Larson Financial Group LLC361$22.4K<0.01%-313F-HRTimeline
PEREGRINE CAPITAL MANAGEMENT LLC340$21.1K<0.01%013F-HRTimeline
Aster Capital Management (DIFC) Ltd334$20.7K0.01%-5,91313F-HRTimeline
GHP Investment Advisors, Inc.320$19.8K<0.01%013F-HRTimeline
Activest Wealth Management311$19.3K<0.01%new13F-HRTimeline
TRUST CO OF VERMONT300$18.6K<0.01%013F-HRTimeline
SUMMIT SECURITIES GROUP LLC285$17.7K<0.01%new13F-HRTimeline
CENTRAL TRUST Co270$16.7K<0.01%+2013F-HRTimeline
Signature Equity Partners, LLC263$16.3K0.01%13F-HRTimeline
Essential Investment Partners LLC250$15.5K0.01%13F-HRTimeline
JFS WEALTH ADVISORS, LLC246$15.2K<0.01%+6213F-HRTimeline
MAI Capital Management245$15.2K<0.01%+2013F-HRTimeline
North Star Investment Management Corp.240$14.9K<0.01%013F-HRTimeline
JCIC Asset Management Inc.240$14.9K<0.01%013F-HRTimeline
Torren Management, LLC231$14.3K0.01%13F-HRTimeline
TSFG, LLC205$13K<0.01%013F-HRTimeline
New England Capital Financial Advisors …204$12.7K<0.01%+113F-HRTimeline
Keating Financial Advisory Services, In…185$11.5K<0.01%13F-HRTimeline
LRI Investments, LLC181$11.2K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…174$10.8K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…146$9.05K<0.01%+1013F-HRTimelineGroup
Fortitude Family Office, LLC139$8.61K<0.01%-2113F-HRTimeline
SageView Advisory Group, LLC115$7.13K<0.01%new13F-HRTimeline
Basecamp Wealth Advisors LLC104$6.45K<0.01%13F-HRTimeline
Bruce G. Allen Investments, LLC103$6.38K<0.01%013F-HRTimeline
MidFirst Bank100$6.2K<0.01%13F-HRTimeline
Cornerstone Planning Group LLC96$5.93K<0.01%-2413F-HRTimeline
CBIZ Investment Advisory Services, LLC95$5.89K<0.01%new13F-HRTimeline
Cedar Wealth Management, LLC88$5.46K<0.01%013F-HRTimeline
COUNTRY TRUST BANK76$4.71K<0.01%013F-HRTimeline
Rossby Financial, LCC76$4.71K<0.01%+5813F-HRTimeline
Bare Financial Services, Inc74$4.59K<0.01%013F-HRTimeline
Manchester Capital Management LLC70$4.34K<0.01%+313F-HRTimeline
BAYBAN67$4.15K<0.01%13F-HRTimeline
Caitlin John, LLC62$3.86K<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC60$3.72K<0.01%new13F-HRTimeline
WealthCollab, LLC57$3.53K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.55$3.41K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…53$3.3K<0.01%-1113F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC50$3.1K<0.01%new13F-HRTimeline
SHP Wealth Management49$3.04K<0.01%13F-HRTimeline
Private Wealth Management Group, LLC48$2.98K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT38$2.38K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.38$2.35K<0.01%-213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO37$2.29K<0.01%-6913F-HRTimelineGroup
Hughes Financial Services, LLC36$2.23K<0.01%013F-HRTimeline
Sachetta, LLC35$2.17K<0.01%013F-HRTimeline
ORG Partners LLC35$2.17K<0.01%013F-HRTimeline
Avion Wealth39$2K<0.01%+913F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp32$1.98K<0.01%-2013F-HRTimelineGroup
Bell Investment Advisors, Inc30$1.86K<0.01%013F-HRTimeline
Cromwell Holdings LLC28$1.74K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC27$1.67K<0.01%+213F-HRTimeline
SBI Securities Co., Ltd.27$1.67K<0.01%+213F-HRTimeline
N.E.W. Advisory Services LLC20$1.24K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC20$1.24K<0.01%13F-HRTimeline
Financial Network Wealth Advisors LLC16$992<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC15$930<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC15$930<0.01%13F-HRTimeline
Rachor Investment Advisory Services, LLC13$825<0.01%13F-HRTimeline
Bay Harbor Wealth Management, LLC13$805<0.01%-313F-HRTimeline
Financial Management Professionals, Inc.12$744<0.01%013F-HRTimeline
CVA Family Office, LLC12$744<0.01%013F-HRTimeline
DecisionPoint Financial, LLC12$744<0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…10$620<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC10$620<0.01%+113F-HRTimeline
Kilter Group LLC10$620<0.01%013F-HRTimeline
OPTIMA CAPITAL LLC10$620<0.01%new13F-HRTimeline
Bogart Wealth, LLC9$558<0.01%+113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.8$496<0.01%new13F-HRTimelineGroup
American Capital Advisory, LLC8$496<0.01%013F-HRTimeline
HFM Investment Advisors, LLC8$496<0.01%-413F-HRTimeline
Pinnacle Wealth Planning Services, Inc.7$434<0.01%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.6$372<0.01%13F-HRTimeline
Quaker Wealth Management, LLC5$310<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC5$310<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC5$310<0.01%-3313F-HRTimeline
VESTOR CAPITAL, LLC819$2880.03%-3,82713F-HRTimeline
Dunhill Financial, LLC3$199<0.01%new13F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK3$192<0.01%new13F-HRTimelineGroup
1015 Capital Partners, LLC3$186<0.01%13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.2$124<0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC2$124<0.01%013F-HRTimeline
AdvisorNet Financial, Inc1$62<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.1$62<0.01%-1013F-HRTimelineGroup
Capital Advisors, Ltd. LLC2$00%013F-HRTimelineValue 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