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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 3,742 | $145.0K | 0.00% | +226+6.4% | Added |
| Altshuler Shaham Ltd | 3,922 | $152.0K | 0.00% | −126−3.1% | Reduced |
| Tacita Capital Inc | 4,078 | $158.0K | 0.09% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 4,620 | $179.0K | 0.00% | +4,296+1,325.9% | Added |
| Vestor Capital, LLC | 4,646 | $180.0K | 0.02% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 4,638 | $180.0K | 0.10% | +4,638 | New |
| Whittier Trust Co | 5,066 | $197.0K | 0.00% | +5,026+12,565.0% | Added |
| Independent Solutions Wealth Management, LLC | 5,172 | $200.7K | 0.05% | +5,172 | New |
| Ergoteles LLC | 5,268 | $204.0K | 0.01% | +5,268 | New |
| Cetera Investment Advisers | 5,288 | $205.0K | 0.00% | +5,288 | New |
| First Heartland Consultants, Inc. | 5,342 | $207.0K | 0.03% | +5,342 | New |
| Alterna Wealth Management, Inc | 5,328 | $207.0K | 0.17% | +5,328 | New |
| Panagora Asset Management Inc | 5,371 | $208.0K | 0.00% | −9,116−62.9% | Reduced |
| Blair William & Co | 5,368 | $208.0K | 0.00% | +5,368 | New |
| MTM Investment Management, LLC | 5,379 | $209.0K | 0.10% | +5,379 | New |
| Whittier Trust Co of Nevada Inc | 5,478 | $212.0K | 0.01% | 00.0% | Unchanged |
| Lake Street Financial LLC | 5,500 | $213.0K | 0.04% | −2,500−31.3% | Reduced |
| Two Sigma Securities, LLC | 5,575 | $216.0K | 0.04% | +5,575 | New |
| Ethic Inc. | 5,598 | $217.0K | 0.02% | +5,598 | New |
| Paradigm Financial Partners, LLC | 5,611 | $218.0K | 0.05% | +46+0.8% | Added |
| Meeder Asset Management Inc | 5,621 | $218.0K | 0.02% | +4,090+267.1% | Added |
| Aft, Forsyth & Company, Inc. | 5,700 | $221.0K | 0.11% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 5,699 | $221.0K | 0.02% | 00.0% | Unchanged |
| Change Path, LLC | 5,705 | $222.0K | 0.01% | +5,705 | New |
| Gsa Capital Partners LLP | 5,963 | $231.0K | 0.03% | +5,963 | New |
| Searle & Co. | 6,000 | $233.0K | 0.08% | 00.0% | Unchanged |
| Cooper Financial Group | 6,089 | $236.0K | 0.09% | +39+0.6% | Added |
| Cullen/Frost Bankers, Inc. | 6,129 | $238.0K | 0.00% | +900+17.2% | Added |
| Prospera Financial Services Inc | 6,167 | $239.0K | 0.01% | +6,167 | New |
| Aspiriant, LLC | 6,192 | $240.0K | 0.01% | +6,192 | New |
| Diversified Trust Co | 6,237 | $242.0K | 0.01% | −9,741−61.0% | Reduced |
| Country Club Trust Company, n.a. | 6,200 | $242.0K | 0.02% | 00.0% | Unchanged |
| Watershed Asset Management, L.L.C. | 6,453 | $250.0K | 0.23% | +6,453 | New |
| Jump Financial, LLC | 6,479 | $251.0K | 0.02% | −47,319−88.0% | Reduced |
| Intersect Capital LLC | 6,489 | $252.0K | 0.05% | +6,489 | New |
| Independent Advisor Alliance | 6,614 | $257.0K | 0.01% | −309−4.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 6,707 | $260.0K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 6,720 | $261.0K | 0.01% | +6,720 | New |
| Greenleaf Trust | 6,722 | $261.0K | 0.00% | +6,722 | New |
| Mma Asset Management LLC | 6,768 | $263.0K | 0.19% | +284+4.4% | Added |
| New Century Advisors, LLC | 6,800 | $264.0K | 0.25% | +6,800 | New |
| DekaBank Deutsche Girozentrale | 6,876 | $270.0K | 0.00% | +6,876 | New |
| Manteio Capital LLC | 6,973 | $271.0K | 0.35% | +6,973 | New |
| Algert Global LLC | 7,141 | $277.0K | 0.03% | −10,630−59.8% | Reduced |
| Apexium Financial, LP | 7,163 | $278.0K | 0.14% | 00.0% | Unchanged |
| Forum Financial Management, LP | 7,393 | $287.0K | 0.01% | +7,393 | New |
| Boston Trust Walden Corp | 7,500 | $291.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 7,495 | $291.0K | 0.01% | +395+5.6% | Added |
| MML Investors Services, LLC | 7,530 | $292.0K | 0.00% | +7,530 | New |
| Crewe Advisors LLC | 7,546 | $293.0K | 0.06% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 8,093 | $293.0K | 0.09% | +940+13.1% | Added |
| Umb Bank N A | 7,600 | $295.0K | 0.00% | +7,600 | New |
| Pinnacle Financial Partners Inc | 7,655 | $297.0K | 0.01% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 7,680 | $298.0K | 0.26% | +7,680 | New |
| Wade G W & Inc | 8,091 | $314.0K | 0.01% | +35+0.4% | Added |
| Ancora Advisors, LLC | 8,225 | $319.0K | 0.01% | +2,550+44.9% | Added |
| Quadrature Capital Ltd | 8,219 | $319.0K | 0.02% | +8,219 | New |
| Argent Trust Co | 8,257 | $320.0K | 0.02% | +303+3.8% | Added |
| Tudor Investment Corp Et Al | 8,247 | $320.0K | 0.01% | +8,247 | New |
| Invst, LLC | 9,257 | $327.0K | 0.05% | −3,717−28.6% | Reduced |
| Simplex Trading, LLC | 8,682 | $336.0K | 0.01% | +8,682 | New |
| Sigma Planning Corp | 8,751 | $340.0K | 0.01% | +8,751 | New |
| Ascent Group, LLC | 9,834 | $347.0K | 0.04% | +9,834 | New |
| Wellington Management Group LLP | 9,007 | $349.0K | 0.00% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 9,110 | $353.0K | 0.14% | +9,110 | New |
| Monetary Management Group Inc | 9,400 | $365.0K | 0.09% | −4,200−30.9% | Reduced |
| Magnetar Financial LLC | 9,769 | $379.0K | 0.00% | +9,769 | New |
| Campbell & CO Investment Adviser LLC | 9,803 | $380.0K | 0.13% | +9,803 | New |
| Moody Aldrich Partners LLC | 9,843 | $382.0K | 0.05% | −130−1.3% | Reduced |
| Profund Advisors LLC | 10,115 | $392.0K | 0.01% | −101−1.0% | Reduced |
| RVW Wealth, LLC | 10,096 | $392.0K | 0.04% | +10,096 | New |
| Delta Investment Management, LLC | 10,184 | $395.0K | 0.11% | −2,999−22.7% | Reduced |
| JustInvest LLC | 10,186 | $395.0K | 0.02% | +3,609+54.9% | Added |
| Buckingham Strategic Wealth, LLC | 10,348 | $402.0K | 0.01% | −325−3.0% | Reduced |
| Index Fund Advisors, Inc. | 10,350 | $402.0K | 0.03% | +10,350 | New |
| Federation des caisses Desjardins du Quebec | 10,405 | $403.7K | 0.00% | −934−8.2% | Reduced |
| Shelton Capital Management | 10,474 | $406.0K | 0.01% | −993−8.7% | Reduced |
| Globeflex Capital L P | 10,720 | $416.0K | 0.09% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 10,913 | $423.0K | 0.11% | −5,203−32.3% | Reduced |
| CIBC Asset Management Inc | 10,951 | $425.0K | 0.00% | +837+8.3% | Added |
| Prelude Capital Management, LLC | 11,043 | $428.0K | 0.02% | −34,277−75.6% | Reduced |
| Eqis Capital Management, Inc. | 11,038 | $428.0K | 0.03% | +11,038 | New |
| Stephens Inc | 11,121 | $431.0K | 0.01% | −28,050−71.6% | Reduced |
| National Asset Management, Inc. | 11,287 | $438.0K | 0.01% | +492+4.6% | Added |
| Creative Planning | 11,656 | $452.0K | 0.00% | +435+3.9% | Added |
| Gotham Asset Management, LLC | 11,877 | $461.0K | 0.01% | −141−1.2% | Reduced |
| HM Payson & Co | 12,075 | $469.0K | 0.01% | −375−3.0% | Reduced |
| Pictet Asset Management SA | 12,300 | $477.0K | 0.00% | −2,531−17.1% | Reduced |
| Aj Wealth Strategies, LLC | 12,317 | $478.0K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 11,721 | $486.5K | 0.00% | +11,721 | New |
| Natixis Advisors, L.P. | 12,733 | $494.0K | 0.00% | −738−5.5% | Reduced |
| Two Sigma Investments, LP | 12,724 | $494.0K | 0.00% | +12,724 | New |
| Jane Street Group, LLC | 12,794 | $497.0K | 0.00% | −8,293−39.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 12,809 | $497.0K | 0.06% | +12,809 | New |
| Wolverine Trading, LLC | 12,831 | $500.0K | 0.01% | +12,831 | New |
| Cetera Advisor Networks LLC | 12,967 | $503.0K | 0.01% | +5,383+71.0% | Added |
| Autumn Glory Partners, LLC | 13,025 | $505.0K | 0.21% | +13,025 | New |
| CPWM, LLC | 14,039 | $521.0K | 0.04% | 00.0% | Unchanged |
| Roberts Capital Advisors, LLC | 13,500 | $524.0K | 0.49% | +13,500 | New |
| Wedbush Securities Inc | 13,686 | $531.0K | 0.02% | −614−4.3% | Reduced |