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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
Crewe Advisors LLC7,992$241.0K0.06%––
Spire Wealth Management8,145$245.0K0.01%––
LS Investment Advisors, LLC8,185$246.0K0.01%––
Tower Research Capital LLC (TRC)8,287$249.0K0.00%––
Assetmark, Inc8,497$256.0K0.00%––
Huber Capital Management LLC8,500$256.0K0.07%––
Wedge Capital Management L L P8,866$267.0K0.00%––
Raymond James Financial Services Advisors, Inc.8,961$270.0K0.00%––
CIBC Asset Management Inc9,370$282.0K0.00%––
Nkcfo LLC9,500$286.0K0.11%––
Cutler Group LP9,788$294.0K0.02%––
Moody Aldrich Partners LLC10,126$305.0K0.04%––
DuPont Capital Management Corp10,135$305.0K0.01%––
Chicago Trust Co NA10,168$306.0K0.11%––
Quantitative Systematic Strategies LLC10,360$312.0K0.05%––
AGF Investments LLC10,389$313.0K0.04%––
Balasa Dinverno & Foltz LLC10,504$316.0K0.03%––
Lake Street Financial LLC11,000$331.0K0.09%––
Federation des caisses Desjardins du Quebec11,339$341.3K0.00%––
National Asset Management, Inc.11,392$344.0K0.01%––
Blair William & Co11,459$345.0K0.00%––
Shelton Capital Management11,467$345.0K0.01%––
Mariner, LLC11,546$348.0K0.00%––
Eaton Vance Management11,812$356.0K0.00%––
Y-Intercept (Hong Kong) Ltd11,538$358.0K0.10%––
Wade G W & Inc12,124$365.0K0.02%––
Campbell & CO Investment Adviser LLC12,453$375.0K0.23%––
Creative Planning12,536$377.0K0.00%––
World Asset Management Inc11,629$378.0K0.03%––
Profund Advisors LLC12,652$381.0K0.01%––
Buckingham Strategic Wealth, LLC13,453$405.0K0.02%––
Bessemer Group Inc13,500$406.0K0.00%––
Wedbush Securities Inc13,994$421.0K0.02%––
Panagora Asset Management Inc14,124$425.0K0.00%––
Diversified Trust Co14,318$431.0K0.02%––
HM Payson & Co14,350$432.0K0.01%––
AMP Capital Investors Ltd14,401$433.0K0.00%––
IFP Advisors, Inc14,259$433.0K0.01%––
Optimal Asset Management, Inc.14,500$436.0K0.06%––
Monetary Management Group Inc14,600$439.0K0.14%––
Prudential PLC14,722$443.0K0.00%––
Joel Isaacson & Co., LLC15,000$452.0K0.04%––
Harbor Advisors LLC15,000$452.0K0.10%––
Vestmark Advisory Solutions, Inc.15,186$457.0K0.04%––
King Luther Capital Management Corp15,217$458.0K0.00%––
Invst, LLC14,154$460.0K0.08%––
Citadel Investment Advisory, Inc.15,585$469.0K0.31%––
Symmetry Partners, LLC15,897$478.0K0.03%––
Pictet Asset Management Ltd16,100$485.0K0.00%––
ProShare Advisors LLC16,229$488.0K0.00%––
Delta Investment Management, LLC16,233$489.0K0.16%––
Brinker Capital Investments, LLC16,612$500.0K0.01%––
Silvercrest Asset Management Group LLC16,645$501.0K0.00%––
Maryland State Retirement & Pension System17,170$517.0K0.02%––
Boenning & Scattergood, Inc.17,566$529.0K0.10%––
Gsa Capital Partners LLP17,654$531.0K0.09%––
Pitcairn Co17,658$532.0K0.04%––
Maverick Capital LtdSuperinvestorMaverick Capital18,055$543.0K0.01%––
Abbrea Capital, LLC18,360$553.0K0.09%––
Jackson Creek Investment Advisors LLC18,799$566.0K0.20%––
Securian Asset Management, Inc19,108$575.0K0.01%––
American Century Companies Inc19,486$587.0K0.00%––
Tudor Investment Corp Et Al19,613$590.0K0.01%––
Public Employees Retirement Association of Colorado19,619$591.0K0.00%––
HAP Trading, LLC20,556$619.0K0.07%––
Alpha Paradigm Partners, LLC20,708$623.0K0.24%––
HighTower Advisors, LLC21,136$637.0K0.00%––
Xponance, Inc.21,373$643.0K0.01%––
Pacer Advisors, Inc.21,592$650.0K0.01%––
Roosevelt Investment Group LLC21,670$652.0K0.04%––
CIBC World Markets Corp21,742$654.0K0.00%––
Evercore Wealth Management, LLC21,853$658.0K0.01%––
Banco Santander, S.A.22,015$663.0K0.00%––
Simplex Trading, LLC22,040$663.0K0.04%––
Hillsdale Investment Management Inc.22,180$668.0K0.06%––
Hartford Investment Management Co22,225$669.0K0.02%––
Zurcher Kantonalbank (Zurich Cantonalbank)22,430$675.0K0.00%––
First Republic Investment Management, Inc.22,411$675.0K0.00%––
Allworth Financial LP23,052$694.0K0.01%––
Toth Financial Advisory Corp23,150$697.0K0.11%––
Crossmark Global Holdings, Inc.23,378$704.0K0.02%––
Advisor Partners LLC23,424$705.0K0.05%––
Cubic Asset Management, LLC23,590$710.0K0.19%––
Sumitomo Mitsui Trust Holdings, Inc.23,900$719.0K0.00%––
Winton Group Ltd23,927$720.0K0.04%––
KBC Group NV24,514$738.0K0.00%––
Parsons Capital Management Inc24,743$745.0K0.06%––
Teacher Retirement System of Texas25,416$765.0K0.00%––
Ontario Teachers Pension Plan Board25,514$768.0K0.01%––
Shell Asset Management Co25,938$781.0K0.02%––
Illinois Municipal Retirement Fund26,239$790.0K0.03%––
Equitable Trust Co26,335$793.0K0.06%––
Commonwealth Equity Services, LLC27,206$818.0K0.00%––
Amalgamated Bank27,492$828.0K0.03%––
CPWM, LLC27,569$830.0K0.07%––
Wellington Shields Capital Management, LLC28,000$843.0K0.08%––
State of Wisconsin Investment Board28,319$852.0K0.00%––
Berman Capital Advisors, LLC28,463$856.0K0.18%––
Caxton Associates LP29,027$874.0K0.09%––
Franklin Resources Inc29,775$897.0K0.00%––