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, Q3 2021
Institutional positions in Jefferies Financial Group Inc. as of Sep 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
- 474
- +46 vs. Q2 2021
- Shares held
- 170.7M
- −532.2K (−0.3%) vs. Q2 2021
- Total value
- $6.34B
- +$489.3M (+8.4%) vs. Q2 2021
- New holders
- 79
- 120 more added
- Sold out
- 33
- 193 more reduced
5 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Jefferies Financial Group Inc.; share changes are against Q2 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 |
| Versant Capital Management, Inc | 8 | $0 | 0.00% | +8 | New |
| Atticus Wealth Management, LLC | 3 | $0 | 0.00% | +3 | New |
| Whittier Trust Co | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 21 | $1.00K | 0.00% | +21 | New |
| D'Orazio & Associates, Inc. | 38 | $1.00K | 0.00% | +38 | New |
| Kowal Investment Group, LLC | 32 | $1.00K | 0.00% | +32 | New |
| ClariVest Asset Management LLC | 51 | $2.00K | 0.00% | −10−16.4% | Reduced |
| Lee Financial Co | 59 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 49 | $2.00K | 0.00% | +1+2.1% | Added |
| First Command Advisory Services, Inc. | 47 | $2.00K | 0.00% | +47 | New |
| Lindbrook Capital, LLC | 89 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 85 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 114 | $4.00K | 0.00% | −95−45.5% | Reduced |
| Zions Bancorporation, N.A. | 103 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 97 | $4.00K | 0.00% | −30−23.6% | Reduced |
| Clearview Wealth Advisors LLC | 101 | $4.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 130 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 145 | $5.00K | 0.00% | +145 | New |
| Earnest Partners LLC | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 149 | $6.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 189 | $7.00K | 0.00% | +189 | New |
| Parkside Financial Bank & Trust | 222 | $8.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 205 | $8.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 217 | $8.00K | 0.00% | +217 | New |
| Farmers & Merchants Investments Inc | 279 | $10.0K | 0.00% | −88−24.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 263 | $10.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 288 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 299 | $11.0K | 0.00% | +299 | New |
| Loomis Sayles & Co L P | 324 | $12.0K | 0.00% | −3,950−92.4% | Reduced |
| Kings Point Capital Management | 314 | $12.0K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 340 | $13.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 350 | $13.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 381 | $14.0K | 0.00% | +55+16.9% | Added |
| Elkhorn Partners Limited Partnership | 400 | $15.0K | 0.01% | −550−57.9% | Reduced |
| Westside Investment Management, Inc. | 421 | $15.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 410 | $15.0K | 0.00% | +281+217.8% | Added |
| Delos Wealth Advisors, LLC | 410 | $15.0K | 0.02% | +410 | New |
| Legacy Bridge, LLC | 431 | $16.0K | 0.01% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 432 | $16.0K | 0.01% | +3+0.7% | Added |
| Cahill Financial Advisors Inc | 413 | $16.0K | 0.00% | +413 | New |
| North Star Investment Management Corp. | 500 | $19.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 548 | $20.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 542 | $20.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 536 | $20.0K | 0.00% | +36+7.2% | Added |
| Proequities, Inc. | 530 | $20.0K | 0.00% | +503+1,863.0% | Added |
| Highlander Capital Management, LLC | 600 | $22.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 580 | $22.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 617 | $23.0K | 0.00% | −499−44.7% | Reduced |
| Hillsdale Investment Management Inc. | 680 | $25.0K | 0.00% | −20,300−96.8% | Reduced |
| Fieldpoint Private Securities, LLC | 730 | $27.0K | 0.01% | +205+39.0% | Added |
| Glen Eagle Advisors, LLC | 750 | $27.8K | 0.01% | +750 | New |
| Parallel Advisors, LLC | 765 | $28.0K | 0.00% | +141+22.6% | Added |
| Manchester Capital Management LLC | 815 | $30.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 900 | $33.0K | 0.04% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 895 | $33.0K | 0.00% | −11−1.2% | Reduced |
| Howe & Rusling Inc | 1,007 | $37.0K | 0.00% | +1,007 | New |
| Anchor Investment Management, LLC | 1,055 | $39.2K | 0.01% | −55−5.0% | Reduced |
| American Portfolios Advisors | 1,150 | $42.7K | 0.00% | +2+0.2% | Added |
| Albion Financial Group | 1,260 | $47.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,400 | $52.0K | 0.03% | +1,400 | New |
| Sageworth Trust Co | 1,470 | $55.0K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 1,500 | $56.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,500 | $56.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,531 | $57.0K | 0.00% | −36−2.3% | Reduced |
| Institutional & Family Asset Management, LLC | 1,710 | $63.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,720 | $64.0K | 0.01% | −1,254−42.2% | Reduced |
| Fifth Third Bancorp | 1,772 | $66.0K | 0.00% | +181+11.4% | Added |
| State of Wyoming | 1,849 | $69.0K | 0.04% | −1,414−43.3% | Reduced |
| Glassman Wealth Services | 1,850 | $69.0K | 0.01% | +12+0.7% | Added |
| Private Capital Group, LLC | 1,877 | $70.0K | 0.02% | −35−1.8% | Reduced |
| Harbour Investments, Inc. | 2,075 | $77.0K | 0.00% | +374+22.0% | Added |
| Longfellow Investment Management Co LLC | 2,127 | $79.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,123 | $79.0K | 0.00% | −14−0.7% | Reduced |
| Covington Capital Management | 2,182 | $81.0K | 0.00% | +245+12.6% | Added |
| Lazard Asset Management LLC | 2,424 | $90.0K | 0.00% | +574+31.0% | Added |
| Harvest Fund Management Co., Ltd | 2,577 | $95.0K | 0.02% | +2,577 | New |
| Sterling Investment Advisors, Ltd. | 2,757 | $102.0K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,516 | $131.0K | 0.00% | +670+23.5% | Added |
| Geneos Wealth Management Inc. | 3,630 | $137.0K | 0.01% | +2,570+242.5% | Added |
| Tacita Capital Inc | 4,078 | $151.0K | 0.09% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 4,048 | $151.0K | 0.00% | +2,206+119.8% | Added |
| US Asset Management LLC | 4,175 | $155.0K | 0.15% | +4,175 | New |
| Eagle Bay Advisors LLC | 4,200 | $156.0K | 0.09% | +1,900+82.6% | Added |
| First Mercantile Trust Co | 4,216 | $157.0K | 0.02% | −470−10.0% | Reduced |
| Vestor Capital, LLC | 4,646 | $173.0K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 5,229 | $194.0K | 0.00% | −899−14.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,478 | $203.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 5,675 | $211.0K | 0.01% | +2,575+83.1% | Added |
| Cigna Investments Inc | 5,737 | $212.0K | 0.02% | −600−9.5% | Reduced |
| Aft, Forsyth & Company, Inc. | 5,700 | $212.0K | 0.11% | +5,700 | New |
| Checchi Capital Advisers, LLC | 5,699 | $212.0K | 0.03% | +5,699 | New |
| Paradigm Financial Partners, LLC | 5,565 | $219.0K | 0.05% | +5,565 | New |
| HSBC Holdings PLC | 5,917 | $222.0K | 0.00% | −26,088−81.5% | Reduced |
| IFP Advisors, Inc | 5,881 | $222.0K | 0.00% | −6,911−54.0% | Reduced |
| Searle & Co. | 6,000 | $223.0K | 0.09% | 00.0% | Unchanged |
| Cooper Financial Group | 6,050 | $225.0K | 0.05% | +40+0.7% | Added |