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 |
|---|---|---|---|---|---|
| CWM Advisors, LLC | 15,066 | $559.0K | 0.07% | +2,481+19.7% | Added |
| 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 |
| Pictet Asset Management SA | 14,831 | $551.0K | 0.00% | +14,831 | New |
| Candriam Luxembourg S.C.A. | 14,793 | $549.0K | 0.00% | +14,793 | New |
| Mercer Global Advisors Inc | 14,763 | $548.0K | 0.00% | +3,617+32.5% | Added |
| Mariner, LLC | 14,686 | $545.0K | 0.00% | +901+6.5% | Added |
| Optimal Asset Management, Inc. | 14,514 | $539.0K | 0.07% | +14+0.1% | Added |
| Panagora Asset Management Inc | 14,487 | $538.0K | 0.00% | +499+3.6% | Added |
| AMP Capital Investors Ltd | 14,401 | $535.0K | 0.00% | 00.0% | Unchanged |
| Duality Advisers, LP | 14,381 | $534.0K | 0.04% | +14,381 | New |
| Citadel Investment Advisory, Inc. | 15,585 | $533.0K | 0.33% | 00.0% | Unchanged |
| Wedbush Securities Inc | 14,300 | $531.0K | 0.03% | +306+2.2% | Added |
| CPWM, LLC | 14,039 | $521.0K | 0.05% | +36+0.3% | Added |
| HMS Capital Management, LLC | 13,861 | $515.0K | 0.24% | +13,861 | New |
| Monetary Management Group Inc | 13,600 | $505.0K | 0.14% | −1,000−6.8% | Reduced |
| Wright Investors Service Inc | 13,557 | $503.0K | 0.14% | +13,557 | New |
| Natixis Advisors, L.P. | 13,471 | $500.0K | 0.00% | −167,882−92.6% | Reduced |
| Janney Montgomery Scott LLC | 13,444 | $499.0K | 0.00% | +2,432+22.1% | Added |
| Delta Investment Management, LLC | 13,183 | $489.0K | 0.15% | −2,000−13.2% | Reduced |
| Parsec Financial Management, Inc. | 11,423 | $487.0K | 0.02% | +11,423 | New |
| Invst, LLC | 12,974 | $482.0K | 0.08% | −421−3.1% | Reduced |
| HM Payson & Co | 12,450 | $462.0K | 0.01% | −200−1.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 12,366 | $459.0K | 0.02% | +12,366 | New |
| Aj Wealth Strategies, LLC | 12,317 | $457.0K | 0.02% | 00.0% | Unchanged |
| Bank Hapoalim BM | 12,175 | $452.0K | 0.05% | −625−4.9% | Reduced |
| Gotham Asset Management, LLC | 12,018 | $446.0K | 0.02% | +12,018 | New |
| SG Americas Securities, LLC | 11,739 | $436.0K | 0.00% | −396,317−97.1% | Reduced |
| Shelton Capital Management | 11,467 | $426.0K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 11,339 | $421.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 11,221 | $417.0K | 0.00% | +4,981+79.8% | Added |
| JB Capital LLC | 11,117 | $413.0K | 0.05% | +11,117 | New |
| Tower Research Capital LLC (TRC) | 11,102 | $412.0K | 0.01% | −4,852−30.4% | Reduced |
| Walleye Trading LLC | 11,028 | $409.0K | 0.01% | −109,510−90.9% | Reduced |
| Warther Private Wealth, LLC | 10,752 | $408.0K | 0.36% | +10,752 | New |
| DuPont Capital Management Corp | 10,854 | $403.0K | 0.01% | +6,986+180.6% | Added |
| 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 |
| Globeflex Capital L P | 10,720 | $398.0K | 0.09% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 10,673 | $396.0K | 0.01% | +10,673 | New |
| Eaton Vance Management | 29,807 | $391.0K | 0.00% | −121−0.4% | Reduced |
| Profund Advisors LLC | 10,216 | $379.0K | 0.01% | −2,509−19.7% | Reduced |
| CIBC Asset Management Inc | 10,114 | $376.0K | 0.00% | +732+7.8% | Added |
| Moody Aldrich Partners LLC | 9,973 | $370.0K | 0.05% | −8−0.1% | Reduced |
| Alps Advisors Inc | 9,917 | $368.0K | 0.00% | +9,917 | New |
| World Asset Management Inc | 9,832 | $365.0K | 0.04% | −699−6.6% | Reduced |
| AGF Investments LLC | 9,517 | $353.0K | 0.03% | −790−7.7% | 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 |
| Avantax Advisory Services, Inc. | 8,544 | $318.0K | 0.01% | −7,087−45.3% | Reduced |
| Integrated Advisors Network LLC | 8,069 | $300.0K | 0.02% | +8,069 | New |
| Wade G W & Inc | 8,056 | $299.0K | 0.01% | −74−0.9% | Reduced |
| Lake Street Financial LLC | 8,000 | $297.0K | 0.07% | −3,000−27.3% | Reduced |
| Argent Trust Co | 7,954 | $296.0K | 0.02% | +7,954 | New |
| Chicago Trust Co NA | 7,919 | $294.0K | 0.06% | −3,764−32.2% | Reduced |
| Pinnacle Financial Partners Inc | 7,655 | $284.0K | 0.01% | +7,655 | New |
| Cetera Advisor Networks LLC | 7,584 | $282.0K | 0.00% | +7,584 | New |
| Crewe Advisors LLC | 7,546 | $280.0K | 0.07% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 7,500 | $278.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Spire Wealth Management | 7,100 | $264.0K | 0.01% | −400−5.3% | Reduced |
| Wealthspire Advisors, LLC | 6,909 | $257.0K | 0.01% | +6,909 | New |
| Independent Advisor Alliance | 6,923 | $257.0K | 0.01% | +6,923 | New |
| Carnegie Capital Asset Management, LLC | 6,707 | $249.0K | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 6,577 | $244.0K | 0.02% | +622+10.4% | Added |
| Mma Asset Management LLC | 6,484 | $241.0K | 0.18% | 00.0% | Unchanged |
| Country Club Trust Company, n.a. | 6,200 | $234.0K | 0.02% | 00.0% | Unchanged |
| IBM Retirement Fund | 6,173 | $229.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Inspire Advisors, LLC | 6,092 | $226.0K | 0.07% | +6,092 | New |
| Cooper Financial Group | 6,050 | $225.0K | 0.05% | +40+0.7% | Added |
| Searle & Co. | 6,000 | $223.0K | 0.09% | 00.0% | Unchanged |
| 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 |
| Paradigm Financial Partners, LLC | 5,565 | $219.0K | 0.05% | +5,565 | New |
| 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 |
| Ancora Advisors, LLC | 5,675 | $211.0K | 0.01% | +2,575+83.1% | Added |
| Whittier Trust Co of Nevada Inc | 5,478 | $203.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 5,229 | $194.0K | 0.00% | −899−14.7% | Reduced |
| Vestor Capital, LLC | 4,646 | $173.0K | 0.02% | 00.0% | Unchanged |
| First Mercantile Trust Co | 4,216 | $157.0K | 0.02% | −470−10.0% | Reduced |
| Eagle Bay Advisors LLC | 4,200 | $156.0K | 0.09% | +1,900+82.6% | Added |
| US Asset Management LLC | 4,175 | $155.0K | 0.15% | +4,175 | New |
| 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 |
| Geneos Wealth Management Inc. | 3,630 | $137.0K | 0.01% | +2,570+242.5% | Added |
| Northwestern Mutual Wealth Management Co | 3,516 | $131.0K | 0.00% | +670+23.5% | Added |
| Sterling Investment Advisors, Ltd. | 2,757 | $102.0K | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 2,577 | $95.0K | 0.02% | +2,577 | New |
| Lazard Asset Management LLC | 2,424 | $90.0K | 0.00% | +574+31.0% | Added |
| Covington Capital Management | 2,182 | $81.0K | 0.00% | +245+12.6% | 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 |
| Harbour Investments, Inc. | 2,075 | $77.0K | 0.00% | +374+22.0% | Added |
| Private Capital Group, LLC | 1,877 | $70.0K | 0.02% | −35−1.8% | Reduced |