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, Q2 2021
Institutional positions in Jefferies Financial Group Inc. as of Jun 30, 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
- 433
- −16 vs. Q1 2021
- Shares held
- 171.3M
- +22.1K (0.0%) vs. Q1 2021
- Total value
- $5.85B
- +$697.3M (+13.5%) vs. Q1 2021
- New holders
- 54
- 126 more added
- Sold out
- 70
- 164 more reduced
2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 590 | $6.83B |
| Q1 2026 | 561 | $5.89B |
| Q4 2025 | 597 | $9.16B |
| Q3 2025 | 570 | $9.44B |
| Q2 2025 | 557 | $7.89B |
| Q1 2025 | 564 | $7.64B |
| Q4 2024 | 584 | $12.0B |
| Q3 2024 | 534 | $8.94B |
| Q2 2024 | 493 | $6.76B |
| Q1 2024 | 480 | $5.74B |
| Q4 2023 | 475 | $5.22B |
| Q3 2023 | 439 | $4.80B |
| Q2 2023 | 429 | $4.50B |
| Q1 2023 | 464 | $4.69B |
| Q4 2022 | 471 | $5.20B |
| Q3 2022 | 423 | $4.51B |
| Q2 2022 | 428 | $4.35B |
| Q1 2022 | 473 | $5.46B |
| Q4 2021 | 505 | $6.48B |
| Q3 2021 | 474 | $6.34B |
| Q2 2021 | 433 | $5.85B |
| Q1 2021 | 451 | $5.16B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Jefferies Financial Group Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 35 | $1.00K | 0.00% | +35 | New |
| Wolverine Asset Management LLC | 76 | $2.00K | 0.00% | −5,100−98.5% | Reduced |
| Enterprise Financial Services Corp | 62 | $2.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 61 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 59 | $2.00K | 0.00% | +59 | New |
| Lindbrook Capital, LLC | 89 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 101 | $3.00K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 100 | $3.00K | 0.00% | +100 | New |
| Tradition Wealth Management, LLC | 85 | $3.00K | 0.00% | +85 | New |
| Zions Bancorporation, N.A. | 103 | $4.00K | 0.00% | −1,929−94.9% | Reduced |
| Aua Capital Management, LLC | 127 | $4.00K | 0.00% | +18+16.5% | Added |
| First Horizon Advisors, Inc. | 129 | $4.00K | 0.00% | +59+84.3% | Added |
| Washington Trust Co | 130 | $4.00K | 0.00% | +130 | New |
| Earnest Partners LLC | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 149 | $5.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 209 | $7.00K | 0.00% | −512−71.0% | Reduced |
| BDO Wealth Advisors, LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 205 | $7.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 222 | $8.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 263 | $9.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 319 | $10.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 288 | $10.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 326 | $11.0K | 0.00% | −412−55.8% | Reduced |
| CWM, LLC | 331 | $11.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 326 | $11.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 314 | $11.0K | 0.00% | +314 | New |
| Benjamin F. Edwards & Company, Inc. | 350 | $12.0K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 340 | $12.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 367 | $13.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 421 | $14.0K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 431 | $15.0K | 0.01% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 429 | $15.0K | 0.01% | +3+0.7% | Added |
| North Star Investment Management Corp. | 500 | $17.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 500 | $17.0K | 0.00% | +15+3.1% | Added |
| IMA Wealth, Inc. | 548 | $19.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 542 | $19.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 525 | $19.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 580 | $20.0K | 0.00% | −100−14.7% | Reduced |
| Highlander Capital Management, LLC | 600 | $21.0K | 0.01% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 630 | $21.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 624 | $21.0K | 0.00% | +62+11.0% | Added |
| Itau Unibanco Holding S.A. | 707 | $24.0K | 0.00% | +707 | New |
| Manchester Capital Management LLC | 815 | $28.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 900 | $31.0K | 0.03% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 906 | $31.0K | 0.00% | +11+1.2% | Added |
| HHM Wealth Advisors, LLC | 900 | $31.0K | 0.01% | +300+50.0% | Added |
| Elkhorn Partners Limited Partnership | 950 | $32.0K | 0.02% | −450−32.1% | Reduced |
| Geneos Wealth Management Inc. | 1,060 | $35.0K | 0.00% | +1,060 | New |
| Anchor Investment Management, LLC | 1,110 | $38.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,116 | $38.0K | 0.00% | +34+3.1% | Added |
| American Portfolios Advisors | 1,148 | $39.3K | 0.00% | +302+35.7% | Added |
| Albion Financial Group | 1,260 | $43.0K | 0.00% | +1,260 | New |
| Sageworth Trust Co | 1,470 | $50.0K | 0.00% | +1,470 | New |
| Steward Partners Investment Advisory, LLC | 1,500 | $51.0K | 0.00% | −100−6.3% | Reduced |
| Pittenger & Anderson Inc | 1,500 | $51.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,591 | $54.0K | 0.00% | −300−15.9% | Reduced |
| Meeder Asset Management Inc | 1,567 | $54.0K | 0.00% | +119+8.2% | Added |
| Harbour Investments, Inc. | 1,701 | $58.0K | 0.00% | +8+0.5% | Added |
| Institutional & Family Asset Management, LLC | 1,710 | $58.0K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,730 | $59.0K | 0.00% | +1,730 | New |
| Glassman Wealth Services | 1,838 | $63.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,850 | $63.0K | 0.00% | +426+29.9% | Added |
| Altshuler Shaham Ltd | 1,842 | $63.0K | 0.00% | +1,842 | New |
| Private Capital Group, LLC | 1,912 | $65.0K | 0.01% | −132−6.5% | Reduced |
| Covington Capital Management | 1,937 | $66.0K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 2,127 | $73.0K | 0.01% | −1,306−38.0% | Reduced |
| Signaturefd, LLC | 2,137 | $73.0K | 0.00% | +21+1.0% | Added |
| Eagle Bay Advisors LLC | 2,300 | $76.0K | 0.06% | +2,300 | New |
| Sterling Investment Advisors, Ltd. | 2,757 | $94.0K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,846 | $98.0K | 0.00% | +120+4.4% | Added |
| Deseret Mutual Benefit Administrators | 2,974 | $102.0K | 0.02% | +2,974 | New |
| Ancora Advisors, LLC | 3,100 | $106.0K | 0.00% | −300−8.8% | Reduced |
| State of Wyoming | 3,263 | $112.0K | 0.07% | +3,263 | New |
| DuPont Capital Management Corp | 3,868 | $132.0K | 0.00% | −6,267−61.8% | Reduced |
| Tacita Capital Inc | 4,078 | $139.0K | 0.08% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 4,274 | $146.0K | 0.00% | 00.0% | Unchanged |
| Vestor Capital, LLC | 4,646 | $159.0K | 0.02% | 00.0% | Unchanged |
| First Mercantile Trust Co | 4,686 | $160.0K | 0.02% | −528−10.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,478 | $187.0K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 5,605 | $191.0K | 0.01% | −4,183−42.7% | Reduced |
| JustInvest LLC | 5,955 | $204.0K | 0.02% | +5,955 | New |
| Searle & Co. | 6,000 | $205.0K | 0.08% | +6,000 | New |
| Cooper Financial Group | 6,010 | $206.0K | 0.04% | +6,010 | New |
| Cullen/Frost Bankers, Inc. | 6,128 | $210.0K | 0.00% | 00.0% | Unchanged |
| IBM Retirement Fund | 6,173 | $211.0K | 0.02% | −1,011−14.1% | Reduced |
| Country Club Trust Company, n.a. | 6,200 | $212.0K | 0.02% | +6,200 | New |
| Creative Planning | 6,240 | $213.0K | 0.00% | −6,296−50.2% | Reduced |
| Cigna Investments Inc | 6,337 | $217.0K | 0.02% | −1,000−13.6% | Reduced |
| Huber Capital Management LLC | 6,500 | $222.0K | 0.06% | −2,000−23.5% | Reduced |
| Mma Asset Management LLC | 6,484 | $222.0K | 0.17% | +6,484 | New |
| Carnegie Capital Asset Management, LLC | 6,707 | $229.0K | 0.01% | −76−1.1% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 6,768 | $231.0K | 0.07% | +6,768 | New |
| Macquarie Group Ltd | 7,105 | $243.0K | 0.00% | 00.0% | Unchanged |
| Apexium Financial, LP | 7,163 | $245.0K | 0.15% | 00.0% | Unchanged |