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 |
|---|---|---|---|---|---|
| Invst, LLC | 13,395 | $447.0K | 0.07% | −759−5.4% | Reduced |
| Mirabella Financial Services LLP | 12,891 | $441.0K | 0.08% | +12,891 | New |
| Bank Hapoalim BM | 12,800 | $438.0K | 0.05% | +12,800 | New |
| IFP Advisors, Inc | 12,792 | $437.0K | 0.01% | −1,467−10.3% | Reduced |
| Profund Advisors LLC | 12,725 | $435.0K | 0.01% | +73+0.6% | Added |
| HM Payson & Co | 12,650 | $433.0K | 0.01% | −1,700−11.8% | Reduced |
| CWM Advisors, LLC | 12,585 | $430.0K | 0.06% | +12,585 | New |
| Driehaus Capital Management LLC | 12,500 | $428.0K | 0.01% | +12,500 | New |
| Aj Wealth Strategies, LLC | 12,317 | $421.0K | 0.03% | +12,317 | New |
| Chicago Trust Co NA | 11,683 | $399.0K | 0.09% | +1,515+14.9% | Added |
| Shelton Capital Management | 11,467 | $392.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 11,339 | $387.8K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 11,146 | $381.0K | 0.00% | +11,146 | New |
| Janney Montgomery Scott LLC | 11,012 | $377.0K | 0.00% | +11,012 | New |
| Lake Street Financial LLC | 11,000 | $372.0K | 0.09% | 00.0% | Unchanged |
| 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 |
| Blair William & Co | 10,654 | $364.0K | 0.00% | −805−7.0% | Reduced |
| Jackson Creek Investment Advisors LLC | 10,615 | $363.0K | 0.13% | −8,184−43.5% | Reduced |
| World Asset Management Inc | 10,531 | $360.0K | 0.03% | −1,098−9.4% | Reduced |
| AGF Investments LLC | 10,307 | $352.0K | 0.04% | −82−0.8% | Reduced |
| Moody Aldrich Partners LLC | 9,981 | $341.0K | 0.05% | −145−1.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 9,589 | $328.0K | 0.00% | +628+7.0% | Added |
| CIBC Asset Management Inc | 9,382 | $321.0K | 0.00% | +12+0.1% | Added |
| Sigma Planning Corp | 8,961 | $306.0K | 0.01% | +8,961 | New |
| Wade G W & Inc | 8,130 | $278.0K | 0.01% | −3,994−32.9% | Reduced |
| FMR LLC | 8,107 | $277.0K | 0.00% | −446,589−98.2% | Reduced |
| Group One Trading, L.P. | 7,922 | $271.0K | 0.01% | −25,235−76.1% | Reduced |
| Crewe Advisors LLC | 7,546 | $258.0K | 0.06% | −446−5.6% | Reduced |
| Spire Wealth Management | 7,500 | $257.0K | 0.01% | −645−7.9% | Reduced |
| Boston Trust Walden Corp | 7,500 | $256.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 7,421 | $254.0K | 0.02% | 00.0% | Unchanged |
| Apexium Financial, LP | 7,163 | $245.0K | 0.15% | 00.0% | Unchanged |
| Macquarie Group Ltd | 7,105 | $243.0K | 0.00% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 6,768 | $231.0K | 0.07% | +6,768 | New |
| Carnegie Capital Asset Management, LLC | 6,707 | $229.0K | 0.01% | −76−1.1% | 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 |
| Cigna Investments Inc | 6,337 | $217.0K | 0.02% | −1,000−13.6% | Reduced |
| Creative Planning | 6,240 | $213.0K | 0.00% | −6,296−50.2% | Reduced |
| Country Club Trust Company, n.a. | 6,200 | $212.0K | 0.02% | +6,200 | New |
| IBM Retirement Fund | 6,173 | $211.0K | 0.02% | −1,011−14.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 6,128 | $210.0K | 0.00% | 00.0% | Unchanged |
| Cooper Financial Group | 6,010 | $206.0K | 0.04% | +6,010 | New |
| Searle & Co. | 6,000 | $205.0K | 0.08% | +6,000 | New |
| JustInvest LLC | 5,955 | $204.0K | 0.02% | +5,955 | New |
| Cutler Group LP | 5,605 | $191.0K | 0.01% | −4,183−42.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,478 | $187.0K | 0.01% | 00.0% | Unchanged |
| First Mercantile Trust Co | 4,686 | $160.0K | 0.02% | −528−10.1% | Reduced |
| Vestor Capital, LLC | 4,646 | $159.0K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 4,274 | $146.0K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 4,078 | $139.0K | 0.08% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 3,868 | $132.0K | 0.00% | −6,267−61.8% | Reduced |
| State of Wyoming | 3,263 | $112.0K | 0.07% | +3,263 | New |
| Ancora Advisors, LLC | 3,100 | $106.0K | 0.00% | −300−8.8% | Reduced |
| Deseret Mutual Benefit Administrators | 2,974 | $102.0K | 0.02% | +2,974 | New |
| Northwestern Mutual Wealth Management Co | 2,846 | $98.0K | 0.00% | +120+4.4% | Added |
| Sterling Investment Advisors, Ltd. | 2,757 | $94.0K | 0.03% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2,300 | $76.0K | 0.06% | +2,300 | New |
| 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 |
| Covington Capital Management | 1,937 | $66.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 1,912 | $65.0K | 0.01% | −132−6.5% | Reduced |
| 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 |
| Advisory Services Network, LLC | 1,730 | $59.0K | 0.00% | +1,730 | New |
| 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 |
| 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 |
| 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 |
| Sageworth Trust Co | 1,470 | $50.0K | 0.00% | +1,470 | New |
| Albion Financial Group | 1,260 | $43.0K | 0.00% | +1,260 | New |
| American Portfolios Advisors | 1,148 | $39.3K | 0.00% | +302+35.7% | Added |
| Huntington National Bank | 1,116 | $38.0K | 0.00% | +34+3.1% | Added |
| Anchor Investment Management, LLC | 1,110 | $38.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,060 | $35.0K | 0.00% | +1,060 | New |
| Elkhorn Partners Limited Partnership | 950 | $32.0K | 0.02% | −450−32.1% | Reduced |
| 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 |
| Manchester Capital Management LLC | 815 | $28.0K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 707 | $24.0K | 0.00% | +707 | New |
| 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 |
| Central Trust Co | 580 | $20.0K | 0.00% | −100−14.7% | Reduced |
| 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 |
| 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 |
| Legacy Bridge, LLC | 431 | $15.0K | 0.01% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 429 | $15.0K | 0.01% | +3+0.7% | Added |
| Westside Investment Management, Inc. | 421 | $14.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 367 | $13.0K | 0.00% | 00.0% | Unchanged |
| 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 |