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, Q4 2021
Institutional positions in Jefferies Financial Group Inc. as of Dec 31, 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
- 505
- +35 vs. Q3 2021
- Shares held
- 167.1M
- −3.54M (−2.1%) vs. Q3 2021
- Total value
- $6.48B
- +$143.2M (+2.3%) vs. Q3 2021
- New holders
- 92
- 154 more added
- Sold out
- 57
- 170 more reduced
4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Jefferies Financial Group Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Howe & Rusling Inc | 7 | $0 | 0.00% | −1,000−99.3% | Reduced |
| 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% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1 | $0 | 0.00% | −2−66.7% | Reduced |
| Financial Management Professionals, Inc. | 10 | $0 | 0.00% | +10 | New |
| Cornerstone Advisory, LLC | 10 | $0 | 0.00% | +10 | New |
| KB Financial Partners, LLC | 6 | $0 | 0.00% | +6 | New |
| Sutton Wealth Advisors Inc. | 21 | $815 | 0.00% | +21 | New |
| TCI Wealth Advisors, Inc. | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 20 | $1.00K | 0.00% | +20 | New |
| Aua Capital Management, LLC | 54 | $2.00K | 0.00% | −43−44.3% | Reduced |
| ClariVest Asset Management LLC | 51 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 59 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 57 | $2.00K | 0.00% | +57 | New |
| Schubert & Co | 49 | $2.00K | 0.00% | +49 | New |
| CoreCap Advisors, LLC | 41 | $2.00K | 0.00% | +41 | New |
| Lindbrook Capital, LLC | 89 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 85 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 75 | $3.00K | 0.00% | +75 | New |
| Tyler-Stone Wealth Management | 75 | $3.00K | 0.00% | +75 | New |
| Zions Bancorporation, N.A. | 103 | $4.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 107 | $4.00K | 0.00% | +107 | New |
| Motley Fool Asset Management LLC | 116 | $5.00K | 0.00% | +116 | New |
| Patriot Financial Group Insurance Agency, LLC | 150 | $6.00K | 0.00% | −113−43.0% | Reduced |
| Earnest Partners LLC | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 149 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 145 | $6.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 205 | $8.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 202 | $8.00K | 0.00% | +202 | New |
| HHM Wealth Advisors, LLC | 200 | $8.00K | 0.00% | +200 | New |
| Dark Forest Capital Management LP | 195 | $8.00K | 0.00% | +195 | New |
| Parkside Financial Bank & Trust | 232 | $9.00K | 0.00% | +10+4.5% | Added |
| Exchange Traded Concepts, LLC | 225 | $9.00K | 0.00% | +36+19.0% | Added |
| Elkhorn Partners Limited Partnership | 250 | $10.0K | 0.01% | −150−37.5% | Reduced |
| Creative Financial Designs Inc | 288 | $11.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 279 | $11.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 301 | $12.0K | 0.00% | −235−43.8% | Reduced |
| Rockefeller Capital Management L.P. | 326 | $12.0K | 0.00% | −55−14.4% | Reduced |
| Kings Point Capital Management | 314 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 339 | $13.0K | 0.00% | −1,131−76.9% | Reduced |
| Peregrine Capital Management LLC | 340 | $13.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 326 | $13.0K | 0.00% | +326 | New |
| CWM, LLC | 324 | $13.0K | 0.00% | +324 | New |
| Benjamin F. Edwards & Company, Inc. | 350 | $14.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 421 | $16.0K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 410 | $16.0K | 0.02% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 431 | $17.0K | 0.01% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 434 | $17.0K | 0.01% | +2+0.5% | Added |
| Hexagon Capital Partners LLC | 458 | $18.0K | 0.00% | +159+53.2% | Added |
| Washington Trust Co | 465 | $18.0K | 0.00% | +335+257.7% | Added |
| North Star Investment Management Corp. | 500 | $19.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 548 | $21.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 542 | $21.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 580 | $23.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 600 | $23.0K | 0.01% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 600 | $23.0K | 0.01% | +600 | New |
| Huntington National Bank | 618 | $24.0K | 0.00% | +1+0.2% | Added |
| JCIC Asset Management Inc. | 655 | $25.0K | 0.01% | +655 | New |
| Parallel Advisors, LLC | 758 | $29.0K | 0.00% | −7−0.9% | Reduced |
| Fieldpoint Private Securities, LLC | 805 | $31.0K | 0.01% | +75+10.3% | Added |
| First Horizon Advisors, Inc. | 830 | $31.0K | 0.00% | +420+102.4% | Added |
| Manchester Capital Management LLC | 815 | $32.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 865 | $34.0K | 0.00% | −5,016−85.3% | Reduced |
| Pin Oak Investment Advisors Inc | 900 | $35.0K | 0.04% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 895 | $35.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 947 | $37.0K | 0.00% | +947 | New |
| Chilton Capital Management LLC | 1,005 | $39.0K | 0.00% | +1,005 | New |
| Proequities, Inc. | 1,034 | $40.0K | 0.00% | +504+95.1% | Added |
| Sageworth Trust Co of South Dakota | 1,126 | $44.0K | 0.07% | +1,126 | New |
| American Portfolios Advisors | 1,152 | $44.7K | 0.00% | +2+0.2% | Added |
| Byrne Asset Management LLC | 1,150 | $45.0K | 0.03% | +1,150 | New |
| Albion Financial Group | 1,260 | $49.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,359 | $53.0K | 0.00% | −716−34.5% | Reduced |
| Pittenger & Anderson Inc | 1,500 | $58.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,500 | $58.0K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 1,555 | $60.0K | 0.01% | +1,555 | New |
| Glen Eagle Advisors, LLC | 1,592 | $61.8K | 0.02% | +842+112.3% | Added |
| Covestor Ltd | 1,649 | $64.0K | 0.09% | +1,649 | New |
| Fifth Third Bancorp | 1,665 | $65.0K | 0.00% | −107−6.0% | Reduced |
| Institutional & Family Asset Management, LLC | 1,710 | $66.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,720 | $67.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 1,877 | $73.0K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,876 | $73.0K | 0.01% | +26+1.4% | Added |
| Pinebridge Investments, L.P. | 1,930 | $75.0K | 0.00% | −24,463−92.7% | Reduced |
| Eagle Bay Advisors LLC | 1,975 | $77.0K | 0.05% | −2,225−53.0% | Reduced |
| Signaturefd, LLC | 2,122 | $82.0K | 0.00% | −10.0% | Reduced |
| Covington Capital Management | 2,182 | $85.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,193 | $85.0K | 0.04% | +344+18.6% | Added |
| Cutler Group LP | 2,553 | $99.0K | 0.01% | −15,667−86.0% | Reduced |
| Lazard Asset Management LLC | 2,554 | $99.0K | 0.00% | +130+5.4% | Added |
| Harvest Fund Management Co., Ltd | 2,577 | $100.0K | 0.02% | 00.0% | Unchanged |
| Castleview Partners, LLC | 3,880 | $100.0K | 0.00% | +3,880 | New |
| Sterling Investment Advisors, Ltd. | 2,757 | $107.0K | 0.03% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 2,900 | $113.0K | 0.05% | +1,500+107.1% | Added |
| Itau Unibanco Holding S.A. | 3,059 | $119.0K | 0.00% | +3,059 | New |
| Geneos Wealth Management Inc. | 3,630 | $140.0K | 0.01% | 00.0% | Unchanged |