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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.

Q3 2021 vs. Q2 2021

How the institutions holding Jefferies Financial Group Inc. changed between Q2 2021 and Q3 2021.

All holders in Q3 2021All holders in Q2 2021

13F holders of JEF: Q2 2021 compared with Q3 2021
MeasureQ2 2021Of which not filed for Q3 2021Q3 2021Change
Holders4335474+46
Shares171.3M65.2K170.7M−532.2K (−0.3%)
Value$5.85B$2.23M$6.34B+$489.3M (+8.4%)

5 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (79)

Institutions that held Jefferies Financial Group Inc. at the end of Q3 2021 but not at the end of Q2 2021.

Institutions new to JEF in Q3 2021
InstitutionSharesValue% of portfolio
Sumitomo Mitsui Financial Group, Inc.10,500,000$389.9M8.95%
Luxor Capital Group, LP695,600$25.8M0.66%
Hodges Capital Management Inc.231,432$8.59M0.63%
Mastrapasqua Asset Management Inc207,370$7.70M0.84%
Gillson Capital LP184,667$6.86M0.50%
Zacks Investment Management143,143$5.31M0.08%
Colony Group LLC139,918$5.20M0.10%
Bokf, NA134,573$5.00M0.09%
Shay Capital LLC124,370$4.62M1.47%
HAP Trading, LLC111,568$4.14M0.31%
Verition Fund Management LLC95,966$3.56M0.05%
Beacon Investment Advisory Services, Inc.86,643$3.22M0.13%
Glenmede Trust Co NA69,895$2.59M0.01%
Squarepoint Ops LLC66,047$2.45M0.02%
Parallax Volatility Advisers, L.P.60,921$2.26M0.02%
Jump Financial, LLC53,798$2.00M0.14%
Marshall Wace, LLP52,981$1.97M0.01%
Edgestream Partners, L.P.48,716$1.81M0.11%
CIBC World Markets Inc.48,670$1.81M0.01%
Sculati Wealth Management, LLC42,305$1.57M0.83%
ExodusPoint Capital Management, LP40,777$1.51M0.02%
Ascendant Capital Management, LLC40,000$1.49M1.12%
Pinnacle Associates Ltd38,970$1.45M0.03%
Full18 Capital LLC38,367$1.43M0.57%
Point72 Hong Kong Ltd33,745$1.25M0.10%
Trexquant Investment LP32,004$1.19M0.09%
Balyasny Asset Management LLC27,437$1.02M0.00%
Cetera Advisors LLC23,111$858.0K0.02%
Blueshift Asset Management, LLC20,791$772.0K0.04%
Citadel Advisors LLC20,630$766.0K0.00%
Kestra Advisory Services, LLC19,584$727.0K0.01%
Burney Co19,505$724.0K0.03%
TrinityPoint Wealth, LLC18,616$691.0K0.13%
Algert Global LLC17,771$660.0K0.09%
Fox Run Management, L.L.C.17,414$647.0K0.41%
Abacus Planning Group, Inc.16,116$598.0K0.19%
Pictet Asset Management SA14,831$551.0K0.00%
Candriam Luxembourg S.C.A.14,793$549.0K0.00%
Duality Advisers, LP14,381$534.0K0.04%
HMS Capital Management, LLC13,861$515.0K0.24%
Wright Investors Service Inc13,557$503.0K0.14%
Parsec Financial Management, Inc.11,423$487.0K0.02%
Hennion & Walsh Asset Management, Inc.12,366$459.0K0.02%
Gotham Asset Management, LLC12,018$446.0K0.02%
JB Capital LLC11,117$413.0K0.05%
Warther Private Wealth, LLC10,752$408.0K0.36%
Engineers Gate Manager LP10,796$401.0K0.02%
Buckingham Strategic Wealth, LLC10,673$396.0K0.01%
Alps Advisors Inc9,917$368.0K0.00%
Bard Financial Services, Inc.9,000$334.0K0.03%
Integrated Advisors Network LLC8,069$300.0K0.02%
Argent Trust Co7,954$296.0K0.02%
Pinnacle Financial Partners Inc7,655$284.0K0.01%
Cetera Advisor Networks LLC7,584$282.0K0.00%
Wealthspire Advisors, LLC6,909$257.0K0.01%
Independent Advisor Alliance6,923$257.0K0.01%
PAX Financial Group, LLC6,142$228.0K0.06%
Inspire Advisors, LLC6,092$226.0K0.07%
Paradigm Financial Partners, LLC5,565$219.0K0.05%
Aft, Forsyth & Company, Inc.5,700$212.0K0.11%
Checchi Capital Advisers, LLC5,699$212.0K0.03%
US Asset Management LLC4,175$155.0K0.15%
Harvest Fund Management Co., Ltd2,577$95.0K0.02%
Mark Sheptoff Financial Planning, LLC1,400$52.0K0.03%
Howe & Rusling Inc1,007$37.0K0.00%
Glen Eagle Advisors, LLC750$27.8K0.01%
Cahill Financial Advisors Inc413$16.0K0.00%
Delos Wealth Advisors, LLC410$15.0K0.02%
Hexagon Capital Partners LLC299$11.0K0.00%
Meridian Wealth Partners, LLC217$8.00K0.00%
Exchange Traded Concepts, LLC189$7.00K0.00%
Bell Investment Advisors, Inc145$5.00K0.00%
First Command Advisory Services, Inc.47$2.00K0.00%
TCI Wealth Advisors, Inc.21$1.00K0.00%
D'Orazio & Associates, Inc.38$1.00K0.00%
Kowal Investment Group, LLC32$1.00K0.00%
Versant Capital Management, Inc8$00.00%
Atticus Wealth Management, LLC3$00.00%
Gerber Kawasaki Wealth & Investment Management2––

Sold out (33)

Institutions that held Jefferies Financial Group Inc. at the end of Q2 2021 and filed for Q3 2021 without it.

Not filed for Q3 2021 yet (5)

Institutions that held Jefferies Financial Group Inc. at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding JEF in Q2 2021 that haven't filed for Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
M Holdings Securities, Inc.49,643$1.70M
Pictet Asset Management Ltd14,831$507.0K
CWM, LLC331$11.0K
First Horizon Corp319$10.0K
Castleview Partners, LLC100$3.00K