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 |
|---|---|---|---|---|---|
| Inspire Advisors, LLC | 6,092 | $226.0K | 0.07% | +6,092 | New |
| Macquarie Group Ltd | 6,137 | $228.0K | 0.00% | −968−13.6% | Reduced |
| PAX Financial Group, LLC | 6,142 | $228.0K | 0.06% | +6,142 | New |
| IBM Retirement Fund | 6,173 | $229.0K | 0.02% | 00.0% | Unchanged |
| Country Club Trust Company, n.a. | 6,200 | $234.0K | 0.02% | 00.0% | Unchanged |
| Mma Asset Management LLC | 6,484 | $241.0K | 0.18% | 00.0% | Unchanged |
| JustInvest LLC | 6,577 | $244.0K | 0.02% | +622+10.4% | Added |
| Carnegie Capital Asset Management, LLC | 6,707 | $249.0K | 0.01% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 6,909 | $257.0K | 0.01% | +6,909 | New |
| Independent Advisor Alliance | 6,923 | $257.0K | 0.01% | +6,923 | New |
| Spire Wealth Management | 7,100 | $264.0K | 0.01% | −400−5.3% | Reduced |
| Apexium Financial, LP | 7,163 | $266.0K | 0.15% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 7,153 | $266.0K | 0.08% | +385+5.7% | Added |
| Boston Trust Walden Corp | 7,500 | $278.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 7,546 | $280.0K | 0.07% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 7,584 | $282.0K | 0.00% | +7,584 | New |
| Pinnacle Financial Partners Inc | 7,655 | $284.0K | 0.01% | +7,655 | New |
| Chicago Trust Co NA | 7,919 | $294.0K | 0.06% | −3,764−32.2% | Reduced |
| Argent Trust Co | 7,954 | $296.0K | 0.02% | +7,954 | New |
| Lake Street Financial LLC | 8,000 | $297.0K | 0.07% | −3,000−27.3% | Reduced |
| Wade G W & Inc | 8,056 | $299.0K | 0.01% | −74−0.9% | Reduced |
| Integrated Advisors Network LLC | 8,069 | $300.0K | 0.02% | +8,069 | New |
| Avantax Advisory Services, Inc. | 8,544 | $318.0K | 0.01% | −7,087−45.3% | Reduced |
| Wellington Management Group LLP | 9,007 | $334.0K | 0.00% | −7,202−44.4% | Reduced |
| Bard Financial Services, Inc. | 9,000 | $334.0K | 0.03% | +9,000 | New |
| AGF Investments LLC | 9,517 | $353.0K | 0.03% | −790−7.7% | Reduced |
| World Asset Management Inc | 9,832 | $365.0K | 0.04% | −699−6.6% | Reduced |
| Alps Advisors Inc | 9,917 | $368.0K | 0.00% | +9,917 | New |
| Moody Aldrich Partners LLC | 9,973 | $370.0K | 0.05% | −8−0.1% | Reduced |
| CIBC Asset Management Inc | 10,114 | $376.0K | 0.00% | +732+7.8% | Added |
| Profund Advisors LLC | 10,216 | $379.0K | 0.01% | −2,509−19.7% | Reduced |
| Eaton Vance Management | 29,807 | $391.0K | 0.00% | −121−0.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 10,673 | $396.0K | 0.01% | +10,673 | New |
| Globeflex Capital L P | 10,720 | $398.0K | 0.09% | 00.0% | Unchanged |
| National Asset Management, Inc. | 10,795 | $401.0K | 0.01% | +89+0.8% | Added |
| Engineers Gate Manager LP | 10,796 | $401.0K | 0.02% | +10,796 | New |
| DuPont Capital Management Corp | 10,854 | $403.0K | 0.01% | +6,986+180.6% | Added |
| Warther Private Wealth, LLC | 10,752 | $408.0K | 0.36% | +10,752 | New |
| Walleye Trading LLC | 11,028 | $409.0K | 0.01% | −109,510−90.9% | Reduced |
| Tower Research Capital LLC (TRC) | 11,102 | $412.0K | 0.01% | −4,852−30.4% | Reduced |
| JB Capital LLC | 11,117 | $413.0K | 0.05% | +11,117 | New |
| Creative Planning | 11,221 | $417.0K | 0.00% | +4,981+79.8% | Added |
| Federation des caisses Desjardins du Quebec | 11,339 | $421.0K | 0.00% | 00.0% | Unchanged |
| Shelton Capital Management | 11,467 | $426.0K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 11,739 | $436.0K | 0.00% | −396,317−97.1% | Reduced |
| Gotham Asset Management, LLC | 12,018 | $446.0K | 0.02% | +12,018 | New |
| Bank Hapoalim BM | 12,175 | $452.0K | 0.05% | −625−4.9% | Reduced |
| Aj Wealth Strategies, LLC | 12,317 | $457.0K | 0.02% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 12,366 | $459.0K | 0.02% | +12,366 | New |
| HM Payson & Co | 12,450 | $462.0K | 0.01% | −200−1.6% | Reduced |
| Invst, LLC | 12,974 | $482.0K | 0.08% | −421−3.1% | Reduced |
| Parsec Financial Management, Inc. | 11,423 | $487.0K | 0.02% | +11,423 | New |
| Delta Investment Management, LLC | 13,183 | $489.0K | 0.15% | −2,000−13.2% | Reduced |
| Janney Montgomery Scott LLC | 13,444 | $499.0K | 0.00% | +2,432+22.1% | Added |
| Natixis Advisors, L.P. | 13,471 | $500.0K | 0.00% | −167,882−92.6% | Reduced |
| Wright Investors Service Inc | 13,557 | $503.0K | 0.14% | +13,557 | New |
| Monetary Management Group Inc | 13,600 | $505.0K | 0.14% | −1,000−6.8% | Reduced |
| HMS Capital Management, LLC | 13,861 | $515.0K | 0.24% | +13,861 | New |
| CPWM, LLC | 14,039 | $521.0K | 0.05% | +36+0.3% | Added |
| Wedbush Securities Inc | 14,300 | $531.0K | 0.03% | +306+2.2% | Added |
| Citadel Investment Advisory, Inc. | 15,585 | $533.0K | 0.33% | 00.0% | Unchanged |
| Duality Advisers, LP | 14,381 | $534.0K | 0.04% | +14,381 | New |
| AMP Capital Investors Ltd | 14,401 | $535.0K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 14,487 | $538.0K | 0.00% | +499+3.6% | Added |
| Optimal Asset Management, Inc. | 14,514 | $539.0K | 0.07% | +14+0.1% | Added |
| Mariner, LLC | 14,686 | $545.0K | 0.00% | +901+6.5% | Added |
| Mercer Global Advisors Inc | 14,763 | $548.0K | 0.00% | +3,617+32.5% | Added |
| Candriam Luxembourg S.C.A. | 14,793 | $549.0K | 0.00% | +14,793 | New |
| Pictet Asset Management SA | 14,831 | $551.0K | 0.00% | +14,831 | New |
| MYDA Advisors LLC | 15,000 | $557.0K | 0.20% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 15,000 | $557.0K | 0.04% | 00.0% | Unchanged |
| Harbor Advisors LLC | 15,000 | $557.0K | 0.11% | 00.0% | Unchanged |
| CWM Advisors, LLC | 15,066 | $559.0K | 0.07% | +2,481+19.7% | Added |
| Silvercrest Asset Management Group LLC | 15,200 | $564.0K | 0.00% | −750−4.7% | Reduced |
| King Luther Capital Management Corp | 15,217 | $565.0K | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 16,576 | $567.0K | 0.01% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 15,439 | $573.0K | 0.08% | +2,548+19.8% | Added |
| Voloridge Investment Management, LLC | 15,795 | $586.0K | 0.00% | −420,611−96.4% | Reduced |
| Diversified Trust Co | 15,978 | $593.0K | 0.02% | −22,477−58.5% | Reduced |
| Abacus Planning Group, Inc. | 16,116 | $598.0K | 0.19% | +16,116 | New |
| Balasa Dinverno & Foltz LLC | 16,625 | $617.0K | 0.04% | +3,270+24.5% | Added |
| Ci Investments Inc. | 16,739 | $622.0K | 0.00% | −5,254−23.9% | Reduced |
| Pitcairn Co | 16,844 | $625.0K | 0.04% | −452−2.6% | Reduced |
| Maryland State Retirement & Pension System | 17,170 | $645.0K | 0.02% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 17,414 | $647.0K | 0.41% | +17,414 | New |
| Boenning & Scattergood, Inc. | 17,565 | $652.0K | 0.11% | −10.0% | Reduced |
| Securian Asset Management, Inc | 17,723 | $658.0K | 0.01% | −662−3.6% | Reduced |
| Algert Global LLC | 17,771 | $660.0K | 0.09% | +17,771 | New |
| Vestmark Advisory Solutions, Inc. | 17,836 | $662.0K | 0.04% | +2,760+18.3% | Added |
| Cutler Group LP | 18,220 | $676.0K | 0.05% | +12,615+225.1% | Added |
| Abbrea Capital, LLC | 18,360 | $682.0K | 0.10% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 18,616 | $691.0K | 0.13% | +18,616 | New |
| Burney Co | 19,505 | $724.0K | 0.03% | +19,505 | New |
| Kestra Advisory Services, LLC | 19,584 | $727.0K | 0.01% | +19,584 | New |
| Public Employees Retirement Association of Colorado | 19,619 | $728.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 20,630 | $766.0K | 0.00% | +20,630 | New |
| Blueshift Asset Management, LLC | 20,791 | $772.0K | 0.04% | +20,791 | New |
| Crossmark Global Holdings, Inc. | 20,988 | $779.0K | 0.02% | −980−4.5% | Reduced |
| Driehaus Capital Management LLC | 21,031 | $781.0K | 0.01% | +8,531+68.2% | Added |
| Jane Street Group, LLC | 21,087 | $783.0K | 0.00% | −9,865−31.9% | Reduced |