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 |
|---|---|---|---|---|---|
| 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 |
| Fifth Third Bancorp | 1,772 | $66.0K | 0.00% | +181+11.4% | Added |
| Deseret Mutual Benefit Administrators | 1,720 | $64.0K | 0.01% | −1,254−42.2% | Reduced |
| Institutional & Family Asset Management, LLC | 1,710 | $63.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,531 | $57.0K | 0.00% | −36−2.3% | Reduced |
| 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 |
| Sageworth Trust Co | 1,470 | $55.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,400 | $52.0K | 0.03% | +1,400 | New |
| Albion Financial Group | 1,260 | $47.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,150 | $42.7K | 0.00% | +2+0.2% | Added |
| Anchor Investment Management, LLC | 1,055 | $39.2K | 0.01% | −55−5.0% | Reduced |
| Howe & Rusling Inc | 1,007 | $37.0K | 0.00% | +1,007 | New |
| 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 |
| Manchester Capital Management LLC | 815 | $30.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 765 | $28.0K | 0.00% | +141+22.6% | Added |
| Glen Eagle Advisors, LLC | 750 | $27.8K | 0.01% | +750 | New |
| Fieldpoint Private Securities, LLC | 730 | $27.0K | 0.01% | +205+39.0% | Added |
| Hillsdale Investment Management Inc. | 680 | $25.0K | 0.00% | −20,300−96.8% | Reduced |
| Huntington National Bank | 617 | $23.0K | 0.00% | −499−44.7% | Reduced |
| Highlander Capital Management, LLC | 600 | $22.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 580 | $22.0K | 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 |
| North Star Investment Management Corp. | 500 | $19.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Rockefeller Capital Management L.P. | 381 | $14.0K | 0.00% | +55+16.9% | Added |
| 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 |
| 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 |
| Creative Financial Designs Inc | 288 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 299 | $11.0K | 0.00% | +299 | 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 |
| 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 |
| BDO Wealth Advisors, LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 189 | $7.00K | 0.00% | +189 | New |
| Earnest Partners LLC | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 149 | $6.00K | 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 |
| 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 |
| Lindbrook Capital, LLC | 89 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 85 | $3.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Gerber Kawasaki Wealth & Investment Management | 2 | – | – | +2 | New |
| Putnam Investments LLC | 0 | $0 | 0.00% | −298,856−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −196,075−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −176,234−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −139,784−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −102,836−100.0% | Sold out |
| Mendon Capital Advisors Corp | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −86,227−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −73,414−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −32,241−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −32,149−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −27,442−100.0% | Sold out |
| Kemnay Advisory Services Inc. | 0 | $0 | 0.00% | −25,312−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −24,474−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −23,900−100.0% | Sold out |
| Roosevelt Investment Group LLC | 0 | $0 | 0.00% | −21,581−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −18,972−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −16,450−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −14,972−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −13,500−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −10,654−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −10,615−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −8,961−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −7,922−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −7,421−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,730−100.0% | Sold out |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |