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 |
|---|---|---|---|---|---|
| Carolina Wealth Advisors, LLC | 4,638 | $180.0K | 0.10% | +4,638 | New |
| Loomis Sayles & Co L P | 4,620 | $179.0K | 0.00% | +4,296+1,325.9% | Added |
| Tacita Capital Inc | 4,078 | $158.0K | 0.09% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 3,922 | $152.0K | 0.00% | −126−3.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,742 | $145.0K | 0.00% | +226+6.4% | Added |
| Geneos Wealth Management Inc. | 3,630 | $140.0K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 3,059 | $119.0K | 0.00% | +3,059 | New |
| Mark Sheptoff Financial Planning, LLC | 2,900 | $113.0K | 0.05% | +1,500+107.1% | Added |
| Sterling Investment Advisors, Ltd. | 2,757 | $107.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Signaturefd, LLC | 2,122 | $82.0K | 0.00% | −10.0% | Reduced |
| Eagle Bay Advisors LLC | 1,975 | $77.0K | 0.05% | −2,225−53.0% | Reduced |
| Pinebridge Investments, L.P. | 1,930 | $75.0K | 0.00% | −24,463−92.7% | Reduced |
| 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 |
| Deseret Mutual Benefit Administrators | 1,720 | $67.0K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1,710 | $66.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,665 | $65.0K | 0.00% | −107−6.0% | Reduced |
| Covestor Ltd | 1,649 | $64.0K | 0.09% | +1,649 | New |
| Glen Eagle Advisors, LLC | 1,592 | $61.8K | 0.02% | +842+112.3% | Added |
| Signet Financial Management, LLC | 1,555 | $60.0K | 0.01% | +1,555 | New |
| 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 |
| Harbour Investments, Inc. | 1,359 | $53.0K | 0.00% | −716−34.5% | Reduced |
| Albion Financial Group | 1,260 | $49.0K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1,150 | $45.0K | 0.03% | +1,150 | New |
| American Portfolios Advisors | 1,152 | $44.7K | 0.00% | +2+0.2% | Added |
| Sageworth Trust Co of South Dakota | 1,126 | $44.0K | 0.07% | +1,126 | New |
| Proequities, Inc. | 1,034 | $40.0K | 0.00% | +504+95.1% | Added |
| Chilton Capital Management LLC | 1,005 | $39.0K | 0.00% | +1,005 | New |
| Cambridge Trust Co | 947 | $37.0K | 0.00% | +947 | New |
| 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 |
| IFP Advisors, Inc | 865 | $34.0K | 0.00% | −5,016−85.3% | Reduced |
| Manchester Capital Management LLC | 815 | $32.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Parallel Advisors, LLC | 758 | $29.0K | 0.00% | −7−0.9% | Reduced |
| JCIC Asset Management Inc. | 655 | $25.0K | 0.01% | +655 | New |
| Huntington National Bank | 618 | $24.0K | 0.00% | +1+0.2% | Added |
| 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 |
| IMA Wealth, Inc. | 548 | $21.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 542 | $21.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $19.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Legacy Bridge, LLC | 431 | $17.0K | 0.01% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 434 | $17.0K | 0.01% | +2+0.5% | Added |
| Westside Investment Management, Inc. | 421 | $16.0K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 410 | $16.0K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 350 | $14.0K | 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 |
| 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 |
| Creative Financial Designs Inc | 288 | $11.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 279 | $11.0K | 0.00% | 00.0% | Unchanged |
| Elkhorn Partners Limited Partnership | 250 | $10.0K | 0.01% | −150−37.5% | Reduced |
| 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 |
| 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 |
| 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 |
| Motley Fool Asset Management LLC | 116 | $5.00K | 0.00% | +116 | New |
| Zions Bancorporation, N.A. | 103 | $4.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 107 | $4.00K | 0.00% | +107 | 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 |
| 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 |
| 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 |
| Sutton Wealth Advisors Inc. | 21 | $815 | 0.00% | +21 | New |
| 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 |