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 |
|---|---|---|---|---|---|
| Candriam Luxembourg S.C.A. | 14,436 | $560.0K | 0.00% | −357−2.4% | Reduced |
| Avantax Advisory Services, Inc. | 14,407 | $559.0K | 0.01% | +5,863+68.6% | Added |
| Bank Hapoalim BM | 14,237 | $552.0K | 0.06% | +2,062+16.9% | Added |
| Blueshift Asset Management, LLC | 14,097 | $547.0K | 0.05% | −6,694−32.2% | Reduced |
| HMS Capital Management, LLC | 13,863 | $538.0K | 0.23% | +20.0% | Added |
| Wedbush Securities Inc | 13,686 | $531.0K | 0.02% | −614−4.3% | Reduced |
| Roberts Capital Advisors, LLC | 13,500 | $524.0K | 0.49% | +13,500 | New |
| CPWM, LLC | 14,039 | $521.0K | 0.04% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 13,025 | $505.0K | 0.21% | +13,025 | New |
| Cetera Advisor Networks LLC | 12,967 | $503.0K | 0.01% | +5,383+71.0% | Added |
| Wolverine Trading, LLC | 12,831 | $500.0K | 0.01% | +12,831 | 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 |
| 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 |
| TD Waterhouse Canada Inc. | 11,721 | $486.5K | 0.00% | +11,721 | New |
| Aj Wealth Strategies, LLC | 12,317 | $478.0K | 0.02% | 00.0% | Unchanged |
| Pictet Asset Management SA | 12,300 | $477.0K | 0.00% | −2,531−17.1% | Reduced |
| HM Payson & Co | 12,075 | $469.0K | 0.01% | −375−3.0% | Reduced |
| Gotham Asset Management, LLC | 11,877 | $461.0K | 0.01% | −141−1.2% | Reduced |
| Creative Planning | 11,656 | $452.0K | 0.00% | +435+3.9% | Added |
| National Asset Management, Inc. | 11,287 | $438.0K | 0.01% | +492+4.6% | Added |
| Stephens Inc | 11,121 | $431.0K | 0.01% | −28,050−71.6% | Reduced |
| 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 |
| CIBC Asset Management Inc | 10,951 | $425.0K | 0.00% | +837+8.3% | Added |
| Abacus Planning Group, Inc. | 10,913 | $423.0K | 0.11% | −5,203−32.3% | Reduced |
| Globeflex Capital L P | 10,720 | $416.0K | 0.09% | 00.0% | Unchanged |
| Shelton Capital Management | 10,474 | $406.0K | 0.01% | −993−8.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 10,405 | $403.7K | 0.00% | −934−8.2% | Reduced |
| 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 |
| 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 |
| 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 |
| Moody Aldrich Partners LLC | 9,843 | $382.0K | 0.05% | −130−1.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 9,803 | $380.0K | 0.13% | +9,803 | New |
| Magnetar Financial LLC | 9,769 | $379.0K | 0.00% | +9,769 | New |
| Monetary Management Group Inc | 9,400 | $365.0K | 0.09% | −4,200−30.9% | Reduced |
| Affinity Investment Advisors, LLC | 9,110 | $353.0K | 0.14% | +9,110 | New |
| Wellington Management Group LLP | 9,007 | $349.0K | 0.00% | 00.0% | Unchanged |
| Ascent Group, LLC | 9,834 | $347.0K | 0.04% | +9,834 | New |
| Sigma Planning Corp | 8,751 | $340.0K | 0.01% | +8,751 | New |
| Simplex Trading, LLC | 8,682 | $336.0K | 0.01% | +8,682 | New |
| Invst, LLC | 9,257 | $327.0K | 0.05% | −3,717−28.6% | Reduced |
| 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 |
| 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 |
| Wade G W & Inc | 8,091 | $314.0K | 0.01% | +35+0.4% | Added |
| Wulff, Hansen & Co. | 7,680 | $298.0K | 0.26% | +7,680 | New |
| Pinnacle Financial Partners Inc | 7,655 | $297.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 7,600 | $295.0K | 0.00% | +7,600 | 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 |
| MML Investors Services, LLC | 7,530 | $292.0K | 0.00% | +7,530 | 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 |
| Forum Financial Management, LP | 7,393 | $287.0K | 0.01% | +7,393 | New |
| Apexium Financial, LP | 7,163 | $278.0K | 0.14% | 00.0% | Unchanged |
| Algert Global LLC | 7,141 | $277.0K | 0.03% | −10,630−59.8% | Reduced |
| Manteio Capital LLC | 6,973 | $271.0K | 0.35% | +6,973 | New |
| DekaBank Deutsche Girozentrale | 6,876 | $270.0K | 0.00% | +6,876 | New |
| New Century Advisors, LLC | 6,800 | $264.0K | 0.25% | +6,800 | New |
| Mma Asset Management LLC | 6,768 | $263.0K | 0.19% | +284+4.4% | Added |
| Coldstream Capital Management Inc | 6,720 | $261.0K | 0.01% | +6,720 | New |
| Greenleaf Trust | 6,722 | $261.0K | 0.00% | +6,722 | New |
| Carnegie Capital Asset Management, LLC | 6,707 | $260.0K | 0.01% | 00.0% | Unchanged |
| Independent Advisor Alliance | 6,614 | $257.0K | 0.01% | −309−4.5% | Reduced |
| Intersect Capital LLC | 6,489 | $252.0K | 0.05% | +6,489 | New |
| Jump Financial, LLC | 6,479 | $251.0K | 0.02% | −47,319−88.0% | Reduced |
| Watershed Asset Management, L.L.C. | 6,453 | $250.0K | 0.23% | +6,453 | 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 |
| Aspiriant, LLC | 6,192 | $240.0K | 0.01% | +6,192 | New |
| Prospera Financial Services Inc | 6,167 | $239.0K | 0.01% | +6,167 | New |
| Cullen/Frost Bankers, Inc. | 6,129 | $238.0K | 0.00% | +900+17.2% | Added |
| Cooper Financial Group | 6,089 | $236.0K | 0.09% | +39+0.6% | Added |
| Searle & Co. | 6,000 | $233.0K | 0.08% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 5,963 | $231.0K | 0.03% | +5,963 | New |
| Change Path, LLC | 5,705 | $222.0K | 0.01% | +5,705 | New |
| 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 |
| 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 |
| Ethic Inc. | 5,598 | $217.0K | 0.02% | +5,598 | New |
| Two Sigma Securities, LLC | 5,575 | $216.0K | 0.04% | +5,575 | New |
| Lake Street Financial LLC | 5,500 | $213.0K | 0.04% | −2,500−31.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,478 | $212.0K | 0.01% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 5,379 | $209.0K | 0.10% | +5,379 | 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 |
| 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 |
| Cetera Investment Advisers | 5,288 | $205.0K | 0.00% | +5,288 | New |
| Ergoteles LLC | 5,268 | $204.0K | 0.01% | +5,268 | New |
| Independent Solutions Wealth Management, LLC | 5,172 | $200.7K | 0.05% | +5,172 | New |
| Whittier Trust Co | 5,066 | $197.0K | 0.00% | +5,026+12,565.0% | Added |
| Vestor Capital, LLC | 4,646 | $180.0K | 0.02% | 00.0% | Unchanged |