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 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 7,421 | $254.0K | 0.02% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 7,500 | $256.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 7,500 | $257.0K | 0.01% | −645−7.9% | Reduced |
| Crewe Advisors LLC | 7,546 | $258.0K | 0.06% | −446−5.6% | Reduced |
| Group One Trading, L.P. | 7,922 | $271.0K | 0.01% | −25,235−76.1% | Reduced |
| FMR LLC | 8,107 | $277.0K | 0.00% | −446,589−98.2% | Reduced |
| Wade G W & Inc | 8,130 | $278.0K | 0.01% | −3,994−32.9% | Reduced |
| Sigma Planning Corp | 8,961 | $306.0K | 0.01% | +8,961 | New |
| CIBC Asset Management Inc | 9,382 | $321.0K | 0.00% | +12+0.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 9,589 | $328.0K | 0.00% | +628+7.0% | Added |
| Moody Aldrich Partners LLC | 9,981 | $341.0K | 0.05% | −145−1.4% | Reduced |
| AGF Investments LLC | 10,307 | $352.0K | 0.04% | −82−0.8% | Reduced |
| World Asset Management Inc | 10,531 | $360.0K | 0.03% | −1,098−9.4% | Reduced |
| Jackson Creek Investment Advisors LLC | 10,615 | $363.0K | 0.13% | −8,184−43.5% | Reduced |
| Blair William & Co | 10,654 | $364.0K | 0.00% | −805−7.0% | Reduced |
| National Asset Management, Inc. | 10,706 | $367.0K | 0.01% | −686−6.0% | Reduced |
| Globeflex Capital L P | 10,720 | $367.0K | 0.07% | +10,720 | New |
| Lake Street Financial LLC | 11,000 | $372.0K | 0.09% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 11,012 | $377.0K | 0.00% | +11,012 | New |
| Mercer Global Advisors Inc | 11,146 | $381.0K | 0.00% | +11,146 | New |
| Federation des caisses Desjardins du Quebec | 11,339 | $387.8K | 0.00% | 00.0% | Unchanged |
| Shelton Capital Management | 11,467 | $392.0K | 0.01% | 00.0% | Unchanged |
| Chicago Trust Co NA | 11,683 | $399.0K | 0.09% | +1,515+14.9% | Added |
| Aj Wealth Strategies, LLC | 12,317 | $421.0K | 0.03% | +12,317 | New |
| Driehaus Capital Management LLC | 12,500 | $428.0K | 0.01% | +12,500 | New |
| CWM Advisors, LLC | 12,585 | $430.0K | 0.06% | +12,585 | New |
| HM Payson & Co | 12,650 | $433.0K | 0.01% | −1,700−11.8% | Reduced |
| Profund Advisors LLC | 12,725 | $435.0K | 0.01% | +73+0.6% | Added |
| IFP Advisors, Inc | 12,792 | $437.0K | 0.01% | −1,467−10.3% | Reduced |
| Bank Hapoalim BM | 12,800 | $438.0K | 0.05% | +12,800 | New |
| Mirabella Financial Services LLP | 12,891 | $441.0K | 0.08% | +12,891 | New |
| Invst, LLC | 13,395 | $447.0K | 0.07% | −759−5.4% | Reduced |
| Balasa Dinverno & Foltz LLC | 13,355 | $457.0K | 0.03% | +2,851+27.1% | Added |
| Bessemer Group Inc | 13,500 | $462.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 13,785 | $471.0K | 0.00% | +2,239+19.4% | Added |
| Panagora Asset Management Inc | 13,988 | $478.0K | 0.00% | −136−1.0% | Reduced |
| CPWM, LLC | 14,003 | $479.0K | 0.04% | −13,566−49.2% | Reduced |
| Wedbush Securities Inc | 13,994 | $479.0K | 0.02% | 00.0% | Unchanged |
| AMP Capital Investors Ltd | 14,401 | $493.0K | 0.00% | 00.0% | Unchanged |
| Optimal Asset Management, Inc. | 14,500 | $496.0K | 0.06% | 00.0% | Unchanged |
| Walleye Capital LLC | 14,493 | $496.0K | 0.02% | +14,493 | New |
| Monetary Management Group Inc | 14,600 | $499.0K | 0.15% | 00.0% | Unchanged |
| Pictet Asset Management Ltd | 14,831 | $507.0K | 0.00% | −1,269−7.9% | Reduced |
| Teza Capital Management LLC | 14,972 | $512.0K | 0.08% | −39,451−72.5% | Reduced |
| MYDA Advisors LLC | 15,000 | $513.0K | 0.14% | −105,000−87.5% | Reduced |
| Joel Isaacson & Co., LLC | 15,000 | $513.0K | 0.04% | 00.0% | Unchanged |
| Harbor Advisors LLC | 15,000 | $513.0K | 0.10% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 15,076 | $516.0K | 0.04% | −110−0.7% | Reduced |
| Johnson Financial Group, Inc. | 15,156 | $518.0K | 0.03% | +15,156 | New |
| Delta Investment Management, LLC | 15,183 | $519.0K | 0.15% | −1,050−6.5% | Reduced |
| King Luther Capital Management Corp | 15,217 | $520.0K | 0.00% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 15,585 | $533.0K | 0.33% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 15,631 | $536.0K | 0.01% | +8,020+105.4% | Added |
| Silvercrest Asset Management Group LLC | 15,950 | $545.0K | 0.00% | −695−4.2% | Reduced |
| Tower Research Capital LLC (TRC) | 15,954 | $546.0K | 0.01% | +7,667+92.5% | Added |
| Wellington Management Group LLP | 16,209 | $554.0K | 0.00% | +16,209 | New |
| Wolverine Trading, LLC | 16,450 | $563.0K | 0.02% | −16,603−50.2% | Reduced |
| Brinker Capital Investments, LLC | 16,576 | $567.0K | 0.01% | −36−0.2% | Reduced |
| Maryland State Retirement & Pension System | 17,170 | $574.0K | 0.02% | 00.0% | Unchanged |
| Pitcairn Co | 17,296 | $591.0K | 0.04% | −362−2.1% | Reduced |
| Boenning & Scattergood, Inc. | 17,566 | $601.0K | 0.10% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 18,360 | $628.0K | 0.09% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 18,385 | $629.0K | 0.01% | −723−3.8% | Reduced |
| Magnetar Financial LLC | 18,972 | $649.0K | 0.01% | +18,972 | New |
| Winton Group Ltd | 19,445 | $665.0K | 0.04% | −4,482−18.7% | Reduced |
| Public Employees Retirement Association of Colorado | 19,619 | $671.0K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 20,980 | $718.0K | 0.06% | −1,200−5.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,110 | $722.0K | 0.00% | −1,320−5.9% | Reduced |
| Roosevelt Investment Group LLC | 21,581 | $738.0K | 0.04% | −89−0.4% | Reduced |
| Evercore Wealth Management, LLC | 21,853 | $747.0K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 21,968 | $751.0K | 0.02% | −1,410−6.0% | Reduced |
| Ci Investments Inc. | 21,993 | $752.0K | 0.00% | +19,582+812.2% | Added |
| Prudential PLC | 22,734 | $778.0K | 0.01% | +8,012+54.4% | Added |
| Advisor Partners LLC | 23,179 | $793.0K | 0.05% | −245−1.0% | Reduced |
| Cubic Asset Management, LLC | 23,590 | $807.0K | 0.20% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 23,647 | $808.0K | 0.00% | +2,511+11.9% | Added |
| Xponance, Inc. | 23,810 | $814.0K | 0.01% | +2,437+11.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 23,900 | $817.0K | 0.00% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 24,057 | $823.0K | 0.00% | +1,646+7.3% | Added |
| Banco Santander, S.A. | 24,474 | $837.0K | 0.00% | +2,459+11.2% | Added |
| Parsons Capital Management Inc | 24,743 | $846.0K | 0.06% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 25,157 | $860.0K | 0.00% | +25,157 | New |
| Kemnay Advisory Services Inc. | 25,312 | $866.0K | 0.10% | +25,312 | New |
| Illinois Municipal Retirement Fund | 26,239 | $897.0K | 0.04% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 26,281 | $898.0K | 0.00% | −103,248−79.7% | Reduced |
| Neuberger Berman Group LLC | 26,893 | $900.0K | 0.00% | −12,231−31.3% | Reduced |
| State of Wisconsin Investment Board | 26,331 | $901.0K | 0.00% | −1,988−7.0% | Reduced |
| Equitable Trust Co | 26,335 | $901.0K | 0.06% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 27,110 | $927.0K | 0.00% | −2,884−9.6% | Reduced |
| Shell Asset Management Co | 27,428 | $938.0K | 0.02% | +1,490+5.7% | Added |
| HRT Financial LP | 27,469 | $939.0K | 0.01% | −23,543−46.2% | Reduced |
| O'Neil Global Advisors, Inc. | 27,442 | $939.0K | 0.29% | +27,442 | New |
| Delphi Management Inc | 27,520 | $941.0K | 0.90% | +27,520 | New |
| Teacher Retirement System of Texas | 27,557 | $942.0K | 0.01% | +2,141+8.4% | Added |
| Wellington Shields Capital Management, LLC | 28,000 | $958.0K | 0.12% | 00.0% | Unchanged |
| KBC Group NV | 28,723 | $982.0K | 0.00% | +4,209+17.2% | Added |
| Eaton Vance Management | 29,928 | $1.02M | 0.00% | +18,116+153.4% | Added |
| Caption Management, LLC | 30,000 | $1.02M | 0.09% | −15,749−34.4% | Reduced |
| Berman Capital Advisors, LLC | 30,156 | $1.03M | 0.16% | +1,693+5.9% | Added |
| Hartford Investment Management Co | 30,618 | $1.05M | 0.03% | +8,393+37.8% | Added |