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, Q1 2022
Institutional positions in Jefferies Financial Group Inc. as of Mar 31, 2022. 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
- 473
- −26 vs. Q4 2021
- Shares held
- 166.1M
- −901.8K (−0.5%) vs. Q4 2021
- Total value
- $5.46B
- −$1.02B (−15.7%) vs. Q4 2021
- New holders
- 63
- 163 more added
- Sold out
- 89
- 179 more reduced
6 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Jefferies Financial Group Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $0 | 0.00% | −617−99.8% | Reduced |
| Sageworth Trust Co | 8 | $0 | 0.00% | −331−97.6% | Reduced |
| TCI Wealth Advisors, Inc. | 13 | $0 | 0.00% | −8−38.1% | Reduced |
| Prestige Wealth Management Group LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 7 | $0 | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 5 | $0 | 0.00% | +5 | New |
| Sutton Wealth Advisors Inc. | 4 | $131 | 0.00% | −17−81.0% | Reduced |
| Aua Capital Management, LLC | 37 | $1.00K | 0.00% | −17−31.5% | Reduced |
| Schubert & Co | 40 | $1.00K | 0.00% | −9−18.4% | Reduced |
| Lee Financial Co | 59 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 55 | $2.00K | 0.00% | +55 | New |
| Disciplined Investments, LLC | 50 | $2.00K | 0.00% | +50 | New |
| Cordant, Inc. | 98 | $3.00K | 0.00% | +98 | New |
| JFS Wealth Advisors, LLC | 128 | $4.00K | 0.00% | +53+70.7% | Added |
| Lindbrook Capital, LLC | 110 | $4.00K | 0.00% | +21+23.6% | Added |
| CVA Family Office, LLC | 110 | $4.00K | 0.00% | +110 | New |
| Earnest Partners LLC | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 173 | $6.00K | 0.00% | −4,447−96.3% | Reduced |
| Elkhorn Partners Limited Partnership | 175 | $6.00K | 0.00% | −75−30.0% | Reduced |
| Massmutual Trust Co FSB | 171 | $6.00K | 0.00% | +22+14.8% | Added |
| Global Retirement Partners, LLC | 204 | $6.00K | 0.00% | +204 | New |
| Whittier Trust Co | 222 | $7.00K | 0.00% | −4,844−95.6% | Reduced |
| BDO Wealth Advisors, LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 244 | $8.00K | 0.00% | +12+5.2% | Added |
| Zions Bancorporation, N.A. | 234 | $8.00K | 0.00% | +131+127.2% | Added |
| First Horizon Advisors, Inc. | 288 | $9.00K | 0.00% | −542−65.3% | Reduced |
| Creative Financial Designs Inc | 288 | $9.00K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 314 | $10.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 290 | $10.0K | 0.00% | +85+41.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 350 | $11.0K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 340 | $11.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 356 | $11.0K | 0.00% | +30+9.2% | Added |
| Lloyd Advisory Services, LLC. | 342 | $11.0K | 0.01% | +342 | New |
| Westside Investment Management, Inc. | 421 | $13.0K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 410 | $13.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 402 | $13.0K | 0.00% | +101+33.6% | Added |
| HHM Wealth Advisors, LLC | 400 | $13.0K | 0.00% | +200+100.0% | Added |
| Riverview Trust Co | 404 | $13.0K | 0.01% | +404 | New |
| Harvest Fund Management Co., Ltd | 451 | $14.0K | 0.00% | −2,126−82.5% | Reduced |
| Legacy Bridge, LLC | 431 | $14.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $16.0K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 500 | $16.0K | 0.01% | +500 | New |
| Clear Street Markets LLC | 500 | $16.0K | 0.00% | +500 | New |
| IMA Wealth, Inc. | 548 | $18.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 542 | $18.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 580 | $19.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 600 | $20.0K | 0.00% | −434−42.0% | Reduced |
| Highlander Capital Management, LLC | 600 | $20.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 618 | $20.3K | 0.00% | +618 | New |
| JCIC Asset Management Inc. | 655 | $22.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 723 | $24.0K | 0.00% | −35−4.6% | Reduced |
| Fieldpoint Private Securities, LLC | 765 | $25.0K | 0.01% | −40−5.0% | Reduced |
| Allworth Financial LP | 780 | $26.0K | 0.00% | +780 | New |
| Hanson & Doremus Investment Management | 810 | $27.0K | 0.01% | +810 | New |
| Manchester Capital Management LLC | 849 | $28.0K | 0.00% | +34+4.2% | Added |
| Pin Oak Investment Advisors Inc | 900 | $30.0K | 0.03% | 00.0% | Unchanged |
| Cambridge Trust Co | 947 | $31.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 962 | $32.0K | 0.06% | −164−14.6% | Reduced |
| RWM Asset Management, LLC | 1,100 | $36.0K | 0.01% | +1,100 | New |
| American Portfolios Advisors | 1,154 | $37.9K | 0.00% | +2+0.2% | Added |
| Byrne Asset Management LLC | 1,150 | $38.0K | 0.02% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,200 | $39.0K | 0.00% | +1,200 | New |
| Fifth Third Bancorp | 1,217 | $40.0K | 0.00% | −448−26.9% | Reduced |
| CWM, LLC | 1,226 | $40.0K | 0.00% | +902+278.4% | Added |
| Albion Financial Group | 1,260 | $41.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 1,314 | $43.0K | 0.01% | −563−30.0% | Reduced |
| Deseret Mutual Benefit Administrators | 1,375 | $45.0K | 0.01% | −345−20.1% | Reduced |
| Acadian Asset Management LLC | 1,483 | $48.0K | 0.00% | −59,029−97.5% | Reduced |
| Pittenger & Anderson Inc | 1,500 | $49.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,500 | $49.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,195 | $49.8K | 0.00% | −10,526−89.8% | Reduced |
| NewSquare Capital LLC | 1,700 | $56.0K | 0.01% | −118,120−98.6% | Reduced |
| Meeder Asset Management Inc | 1,712 | $56.0K | 0.00% | −3,909−69.5% | Reduced |
| Institutional & Family Asset Management, LLC | 1,710 | $56.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,858 | $61.0K | 0.01% | −18−1.0% | Reduced |
| Lazard Asset Management LLC | 1,977 | $64.0K | 0.00% | −577−22.6% | Reduced |
| Covington Capital Management | 2,112 | $69.0K | 0.00% | −70−3.2% | Reduced |
| Nomura Asset Management Co Ltd | 2,250 | $73.9K | 0.00% | +2,250 | New |
| Glen Eagle Advisors, LLC | 2,427 | $79.7K | 0.02% | +835+52.4% | Added |
| Aquatic Capital Management LLC | 2,600 | $85.0K | 0.13% | +2,600 | New |
| Signaturefd, LLC | 2,632 | $86.0K | 0.00% | +510+24.0% | Added |
| Sterling Investment Advisors, Ltd. | 2,757 | $91.0K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 2,756 | $91.0K | 0.06% | +1,107+67.1% | Added |
| Newbridge Financial Services Group, Inc. | 2,900 | $95.0K | 0.05% | +2,900 | New |
| State of Wyoming | 3,561 | $117.0K | 0.06% | +1,368+62.4% | Added |
| Geneos Wealth Management Inc. | 3,630 | $119.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,848 | $126.0K | 0.00% | +106+2.8% | Added |
| Tacita Capital Inc | 4,078 | $134.0K | 0.08% | 00.0% | Unchanged |
| US Asset Management LLC | 4,175 | $137.0K | 0.13% | +4,175 | New |
| Altshuler Shaham Ltd | 4,437 | $146.0K | 0.00% | +515+13.1% | Added |
| Cutler Group LP | 4,583 | $150.0K | 0.01% | +2,030+79.5% | Added |
| Vestor Capital, LLC | 4,646 | $153.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 5,223 | $172.0K | 0.03% | −14,858−74.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,478 | $180.0K | 0.01% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 5,730 | $188.0K | 0.18% | −1,950−25.4% | Reduced |
| Aspiriant, LLC | 6,131 | $201.0K | 0.01% | −61−1.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 6,129 | $201.0K | 0.00% | 00.0% | Unchanged |