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Jefferies Financial Group Inc.

JEF
Exchange
NYSE
Industry
Security Brokers, Dealers & Flotation Companies
SEC CIK
0000096223

In the last 90 days, Jefferies Financial Group Inc. insiders filed 1 open-market purchase and 0 sales; 590 institutions reported holding it in 13F filings for Q2 2026, worth $6.83B in total; superinvestors Berkshire Hathaway and Chou Associates hold it.

13F holders, Q1 2021

Institutional positions in Jefferies Financial Group Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
451
No complete 13F data for Q4 2020
Shares held
171.4M
No complete 13F data for Q4 2020
Total value
$5.16B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting JEF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 451 institutions
Q1 2021: 451 institutionsQ2 2021: 433 institutionsQ3 2021: 474 institutionsQ4 2021: 505 institutionsQ1 2022: 473 institutionsQ2 2022: 428 institutionsQ3 2022: 423 institutionsQ4 2022: 471 institutionsQ1 2023: 464 institutionsQ2 2023: 429 institutionsQ3 2023: 439 institutionsQ4 2023: 475 institutionsQ1 2024: 480 institutionsQ2 2024: 493 institutionsQ3 2024: 534 institutionsQ4 2024: 584 institutionsQ1 2025: 564 institutionsQ2 2025: 557 institutionsQ3 2025: 570 institutionsQ4 2025: 597 institutionsQ1 2026: 561 institutionsQ2 2026: 590 institutions
Value heldQ1 2021: $5.16B
Q1 2021: $5.16BQ2 2021: $5.85BQ3 2021: $6.34BQ4 2021: $6.48BQ1 2022: $5.46BQ2 2022: $4.35BQ3 2022: $4.51BQ4 2022: $5.20BQ1 2023: $4.69BQ2 2023: $4.50BQ3 2023: $4.80BQ4 2023: $5.22BQ1 2024: $5.74BQ2 2024: $6.76BQ3 2024: $8.94BQ4 2024: $12.0BQ1 2025: $7.64BQ2 2025: $7.89BQ3 2025: $9.44BQ4 2025: $9.16BQ1 2026: $5.89BQ2 2026: $6.83B
Institutions holding JEF and their total value by quarter
QuarterHoldersValue
Q2 2026590$6.83B
Q1 2026561$5.89B
Q4 2025597$9.16B
Q3 2025570$9.44B
Q2 2025557$7.89B
Q1 2025564$7.64B
Q4 2024584$12.0B
Q3 2024534$8.94B
Q2 2024493$6.76B
Q1 2024480$5.74B
Q4 2023475$5.22B
Q3 2023439$4.80B
Q2 2023429$4.50B
Q1 2023464$4.69B
Q4 2022471$5.20B
Q3 2022423$4.51B
Q2 2022428$4.35B
Q1 2022473$5.46B
Q4 2021505$6.48B
Q3 2021474$6.34B
Q2 2021433$5.85B
Q1 2021451$5.16B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Jefferies Financial Group Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding JEF in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Toronto Dominion Bank1$00.00%––
M&R Capital Management Inc3$00.00%––
Gradient Investments LLC2$00.00%––
GPS Wealth Strategies Group, LLC32$00.00%––
Prestige Wealth Management Group LLC15$00.00%––
FIL Ltd28$1.00K0.00%––
Proequities, Inc.27$1.00K0.00%––
Whittier Trust Co40$1.00K0.00%––
Sowell Financial Services LLC18$1.00K0.00%––
Bogart Wealth, LLC48$1.00K0.00%––
MPS Loria Financial Planners, LLC61$1.00K0.00%––
Enterprise Financial Services Corp62$2.00K0.00%––
ClariVest Asset Management LLC61$2.00K0.00%––
Wealthcare Capital Management LLC69$2.00K0.00%––
First Horizon Advisors, Inc.70$2.00K0.00%––
Stonebridge Capital Advisors LLC56$2.00K0.00%––
Aua Capital Management, LLC109$3.00K0.00%––
Lindbrook Capital, LLC89$3.00K0.00%––
Clearview Wealth Advisors LLC101$3.00K0.00%––
Massmutual Trust Co FSB149$4.00K0.00%––
Earnest Partners LLC150$5.00K0.00%––
International Assets Investment Management, LLC200$5.00K0.00%––
Wealthcare Advisory Partners LLC200$6.00K0.00%––
BDO Wealth Advisors, LLC200$6.00K0.00%––
Meridian Wealth Partners, LLC200$6.00K0.00%––
TSFG, LLC205$6.00K0.00%––
Parkside Financial Bank & Trust222$7.00K0.00%––
Valeo Financial Advisors, LLC240$7.00K0.00%––
Ellevest, Inc.267$8.00K0.00%––
Patriot Financial Group Insurance Agency, LLC263$8.00K0.00%––
First Horizon Corp319$9.00K0.00%––
Creative Financial Designs Inc288$9.00K0.00%––
Peregrine Capital Management LLC340$10.0K0.00%––
Trust Co of Vermont326$10.0K0.00%––
Farmers & Merchants Investments Inc367$11.0K0.00%––
Benjamin F. Edwards & Company, Inc.350$11.0K0.00%––
CWM, LLC331$11.0K0.00%––
Westside Investment Management, Inc.421$12.0K0.00%––
Financial Management Professionals, Inc.412$12.0K0.00%––
Legacy Bridge, LLC431$13.0K0.01%––
IronBridge Private Wealth, LLC426$13.0K0.01%––
North Star Investment Management Corp.500$15.0K0.00%––
Quadrant Capital Group LLC485$15.0K0.00%––
IMA Wealth, Inc.548$16.0K0.00%––
Tradewinds Capital Management, LLC542$16.0K0.00%––
Fieldpoint Private Securities, LLC525$16.0K0.00%––
Parallel Advisors, LLC562$17.0K0.00%––
Highlander Capital Management, LLC600$18.0K0.01%––
Carroll Financial Associates, Inc.630$18.0K0.00%––
HHM Wealth Advisors, LLC600$18.0K0.01%––
Central Trust Co680$20.0K0.00%––
Rockefeller Capital Management L.P.738$22.0K0.00%––
Global Retirement Partners, LLC721$22.0K0.00%––
Manchester Capital Management LLC815$25.0K0.00%––
American Portfolios Advisors846$25.5K0.00%––
Pin Oak Investment Advisors Inc900$27.0K0.02%––
Bank Julius Baer & Co. Ltd, Zurich895$27.0K0.00%––
Huntington National Bank1,082$33.0K0.00%––
Anchor Investment Management, LLC1,110$33.4K0.01%––
Elkhorn Partners Limited Partnership1,400$42.0K0.03%––
Lazard Asset Management LLC1,424$42.0K0.00%––
Meeder Asset Management Inc1,448$44.0K0.00%––
Pittenger & Anderson Inc1,500$45.0K0.00%––
Steward Partners Investment Advisory, LLC1,600$48.2K0.00%––
Harbour Investments, Inc.1,693$51.0K0.00%––
Institutional & Family Asset Management, LLC1,710$51.0K0.01%––
Glassman Wealth Services1,838$55.0K0.01%––
Fifth Third Bancorp1,891$57.0K0.00%––
Covington Capital Management1,937$58.0K0.00%––
Zions Bancorporation, N.A.2,032$61.0K0.01%––
Private Capital Group, LLC2,044$62.0K0.02%––
Signaturefd, LLC2,116$64.0K0.00%––
Ci Investments Inc.2,411$73.0K0.00%––
First Quadrant L P2,498$75.0K0.01%––
Northwestern Mutual Wealth Management Co2,726$82.0K0.00%––
Sterling Investment Advisors, Ltd.2,757$83.0K0.03%––
Ameritas Investment Company, LLC3,000$90.3K0.01%––
Ancora Advisors, LLC3,400$102.0K0.00%––
Longfellow Investment Management Co LLC3,433$104.0K0.01%––
Tacita Capital Inc4,078$123.0K0.08%––
Loomis Sayles & Co L P4,274$129.0K0.00%––
Vestor Capital, LLC4,646$140.0K0.02%––
Smithfield Trust Co5,000$150.0K0.01%––
Wolverine Asset Management LLC5,176$155.0K0.00%––
First Mercantile Trust Co5,214$156.0K0.02%––
Whittier Trust Co of Nevada Inc5,478$165.0K0.01%––
Healthcare of Ontario Pension Plan Trust Fund5,908$178.0K0.00%––
Cullen/Frost Bankers, Inc.6,128$184.0K0.00%––
Capital Bank & Trust Co6,669$201.0K0.00%––
Carnegie Capital Asset Management, LLC6,783$204.0K0.01%––
Centiva Capital, LP7,071$213.0K0.03%––
Macquarie Group Ltd7,105$214.0K0.00%––
IBM Retirement Fund7,184$216.0K0.02%––
Apexium Financial, LP7,163$216.0K0.16%––
Cigna Investments Inc7,337$221.0K0.02%––
Clearstead Advisors, LLC7,421$223.0K0.02%––
Boston Trust Walden Corp7,500$226.0K0.00%––
Avantax Advisory Services, Inc.7,611$228.0K0.00%––
Martingale Asset Management L P7,879$238.0K0.00%––
PFS Investments Inc.8,009$241.0K0.01%––