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 |
|---|---|---|---|---|---|
| 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 |
| Luxor Capital Group, LP | 0 | $0 | 0.00% | −695,600−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −472,700−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −330,760−100.0% | Sold out |
| Hodges Capital Management Inc. | 0 | $0 | 0.00% | −231,432−100.0% | Sold out |
| Foundation Resource Management Inc | 0 | $0 | 0.00% | −226,173−100.0% | Sold out |
| Leith Wheeler Investment Counsel Ltd. | 0 | $0 | 0.00% | −196,647−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −184,667−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −148,341−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −125,140−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −124,370−100.0% | Sold out |
| River & Mercantile Asset Management LLP | 0 | $0 | 0.00% | −124,191−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −124,100−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −113,016−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −111,568−100.0% | Sold out |
| Tweedy, Browne Co LLC | 0 | $0 | 0.00% | −84,440−100.0% | Sold out |
| Price Michael F | 0 | $0 | 0.00% | −67,500−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −60,921−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −54,788−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −52,981−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −48,670−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −40,777−100.0% | Sold out |
| Full18 Capital LLC | 0 | $0 | 0.00% | −38,367−100.0% | Sold out |
| Manning & Napier Group, LLC | 0 | $0 | 0.00% | −37,532−100.0% | Sold out |
| NN Investment Partners Holdings N.V. | 0 | $0 | 0.00% | −36,900−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −32,004−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −29,463−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −27,437−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −25,285−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −23,865−100.0% | Sold out |
| Abbrea Capital, LLC | 0 | $0 | 0.00% | −18,360−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −17,414−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −15,439−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −16,576−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −15,066−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −14,401−100.0% | Sold out |
| JB Capital LLC | 0 | $0 | 0.00% | −11,117−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −11,028−100.0% | Sold out |
| AGF Investments LLC | 0 | $0 | 0.00% | −9,517−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −8,069−100.0% | Sold out |
| Chicago Trust Co NA | 0 | $0 | 0.00% | −7,919−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −6,909−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −6,173−100.0% | Sold out |
| PAX Financial Group, LLC | 0 | $0 | 0.00% | −6,142−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −6,092−100.0% | Sold out |
| Cigna Investments Inc | 0 | $0 | 0.00% | −5,737−100.0% | Sold out |
| US Asset Management LLC | 0 | $0 | 0.00% | −4,175−100.0% | Sold out |
| Longfellow Investment Management Co LLC | 0 | $0 | 0.00% | −2,127−100.0% | Sold out |
| Anchor Investment Management, LLC | 0 | $0 | 0.00% | −1,055−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −680−100.0% | Sold out |
| Cahill Financial Advisors Inc | 0 | $0 | 0.00% | −413−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −217−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| Clearview Wealth Advisors LLC | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| First Command Advisory Services, Inc. | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |
| Optimal Asset Management, Inc. | – | – | – | – | Not filed |
| World Asset Management Inc | – | – | – | – | Not filed |
| First Mercantile Trust Co | – | – | – | – | Not filed |