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 |
|---|---|---|---|---|---|
| Cooper Financial Group | 6,141 | $202.0K | 0.08% | +52+0.9% | Added |
| Change Path, LLC | 6,153 | $202.0K | 0.01% | +448+7.9% | Added |
| Checchi Capital Advisers, LLC | 6,174 | $203.0K | 0.02% | +475+8.3% | Added |
| Country Club Bank | 6,200 | $205.0K | 0.02% | +6,200 | New |
| Pearl River Capital, LLC | 6,251 | $205.0K | 0.06% | +6,251 | New |
| MTM Investment Management, LLC | 6,264 | $206.0K | 0.10% | +885+16.5% | Added |
| Coldstream Capital Management Inc | 6,316 | $207.0K | 0.01% | −404−6.0% | Reduced |
| Teza Capital Management LLC | 6,437 | $211.0K | 0.08% | −19,657−75.3% | Reduced |
| Monetary Management Group Inc | 6,500 | $214.0K | 0.06% | −2,900−30.9% | Reduced |
| Balentine LLC | 6,571 | $216.0K | 0.01% | +6,571 | New |
| Independent Advisor Alliance | 6,617 | $217.0K | 0.01% | +30.0% | Added |
| Redmont Wealth Advisors LLC | 6,643 | $218.0K | 0.23% | +6,643 | New |
| Kestra Advisory Services, LLC | 6,679 | $219.0K | 0.00% | −12,041−64.3% | Reduced |
| Asset Dedication, LLC | 6,663 | $219.0K | 0.02% | +6,663 | New |
| Carnegie Capital Asset Management, LLC | 6,707 | $220.0K | 0.01% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 6,800 | $223.0K | 0.00% | −27,879−80.4% | Reduced |
| Ontario Teachers Pension Plan Board | 6,847 | $225.0K | 0.00% | +6,847 | New |
| Spire Wealth Management | 7,040 | $231.0K | 0.01% | −455−6.1% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 7,150 | $235.0K | 0.02% | +7,150 | New |
| Argent Trust Co | 7,302 | $239.0K | 0.01% | −955−11.6% | Reduced |
| Forum Financial Management, LP | 7,393 | $242.0K | 0.01% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 7,500 | $246.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 7,489 | $248.0K | 0.01% | −5,342−41.6% | Reduced |
| Crewe Advisors LLC | 7,546 | $248.0K | 0.05% | 00.0% | Unchanged |
| Umb Bank N A | 7,678 | $252.0K | 0.00% | +78+1.0% | Added |
| Ethic Inc. | 7,679 | $252.0K | 0.02% | +2,081+37.2% | Added |
| Cookson Peirce & Co Inc | 7,675 | $252.0K | 0.01% | +7,675 | New |
| Trexquant Investment LP | 7,674 | $252.0K | 0.01% | +7,674 | New |
| Seven Eight Capital, LP | 7,786 | $256.0K | 0.03% | +7,786 | New |
| Ancora Advisors, LLC | 7,925 | $260.0K | 0.01% | −300−3.6% | Reduced |
| Alterna Wealth Management, Inc | 8,000 | $263.0K | 0.22% | +2,672+50.2% | Added |
| Wade G W & Inc | 8,138 | $267.0K | 0.01% | +47+0.6% | Added |
| Cetera Investment Advisers | 8,163 | $268.0K | 0.00% | +2,875+54.4% | Added |
| SMH Capital Advisors Inc | 8,176 | $269.0K | 0.44% | +8,176 | New |
| Corton Capital Inc. | 8,248 | $271.0K | 0.12% | +8,248 | New |
| Apexium Financial, LP | 7,163 | $278.0K | 0.15% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 8,496 | $279.0K | 0.07% | +8,496 | New |
| People's United Financial, Inc. | 8,604 | $283.0K | 0.01% | −29,384−77.4% | Reduced |
| Profund Advisors LLC | 8,864 | $291.0K | 0.01% | −1,251−12.4% | Reduced |
| Invst, LLC | 9,262 | $297.0K | 0.05% | +5+0.1% | Added |
| Wellington Management Group LLP | 9,083 | $298.0K | 0.00% | +76+0.8% | Added |
| Ascent Group, LLC | 9,128 | $300.0K | 0.03% | −706−7.2% | Reduced |
| Prospera Financial Services Inc | 9,798 | $322.0K | 0.01% | +3,631+58.9% | Added |
| Affinity Investment Advisors, LLC | 9,856 | $324.0K | 0.13% | +746+8.2% | Added |
| Sigma Planning Corp | 9,946 | $327.0K | 0.01% | +1,195+13.7% | Added |
| Gibraltar Capital Management, Inc. | 10,148 | $333.0K | 0.14% | +10,148 | New |
| Schonfeld Strategic Advisors LLC | 10,100 | $333.0K | 0.00% | +10,100 | New |
| JustInvest LLC | 10,165 | $334.0K | 0.02% | −21−0.2% | Reduced |
| RVW Wealth, LLC | 10,182 | $334.0K | 0.04% | +86+0.9% | Added |
| Bridgefront Capital, LLC | 10,162 | $334.0K | 0.41% | +10,162 | New |
| D. E. Shaw & Co., Inc. | 10,199 | $335.0K | 0.00% | −18,230−64.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 10,255 | $336.9K | 0.00% | −150−1.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 10,450 | $343.0K | 0.01% | +102+1.0% | Added |
| Shelton Capital Management | 10,474 | $344.0K | 0.01% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 10,690 | $351.0K | 0.03% | −10,227−48.9% | Reduced |
| Quantamental Technologies LLC | 10,692 | $351.0K | 0.20% | +10,692 | New |
| Creative Planning | 10,738 | $353.0K | 0.00% | −918−7.9% | Reduced |
| Pacer Advisors, Inc. | 10,853 | $357.0K | 0.00% | −17,507−61.7% | Reduced |
| CIBC Asset Management Inc | 10,999 | $361.0K | 0.00% | +48+0.4% | Added |
| Delta Investment Management, LLC | 11,184 | $367.0K | 0.11% | +1,000+9.8% | Added |
| Connable Office Inc | 11,200 | $368.0K | 0.05% | +11,200 | New |
| HM Payson & Co | 11,375 | $374.0K | 0.01% | −700−5.8% | Reduced |
| Avantax Advisory Services, Inc. | 11,462 | $378.0K | 0.01% | −2,945−20.4% | Reduced |
| National Asset Management, Inc. | 11,536 | $379.0K | 0.01% | +249+2.2% | Added |
| Mirabella Financial Services LLP | 11,657 | $383.0K | 0.04% | +11,657 | New |
| Dana Investment Advisors, Inc. | 11,765 | $386.0K | 0.02% | −35,360−75.0% | Reduced |
| Gotham Asset Management, LLC | 12,073 | $397.0K | 0.01% | +196+1.7% | Added |
| Pitcairn Co | 12,423 | $408.0K | 0.04% | −4,249−25.5% | Reduced |
| Davenport & Co LLC | 12,860 | $422.0K | 0.00% | +12,860 | New |
| Gsa Capital Partners LLP | 12,866 | $423.0K | 0.06% | +6,903+115.8% | Added |
| Susquehanna Fundamental Investments, LLC | 12,960 | $426.0K | 0.01% | −46,187−78.1% | Reduced |
| Occudo Quantitative Strategies LP | 13,011 | $427.0K | 0.04% | +13,011 | New |
| Moody Aldrich Partners LLC | 13,028 | $428.0K | 0.06% | +3,185+32.4% | Added |
| Roberts Capital Advisors, LLC | 13,500 | $443.0K | 0.46% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 13,577 | $446.0K | 0.02% | +13,577 | New |
| Wedbush Securities Inc | 13,685 | $450.0K | 0.02% | −10.0% | Reduced |
| HMS Capital Management, LLC | 13,746 | $452.0K | 0.21% | −117−0.8% | Reduced |
| KWMG, LLC | 13,905 | $457.0K | 0.06% | −103,866−88.2% | Reduced |
| Lingohr & Partner Asset Management GmbH | 14,019 | $461.0K | 1.21% | +14,019 | New |
| Huber Capital Management LLC | 14,100 | $463.0K | 0.11% | −17,500−55.4% | Reduced |
| CPWM, LLC | 14,080 | $463.0K | 0.03% | +41+0.3% | Added |
| King Luther Capital Management Corp | 14,212 | $467.0K | 0.00% | −2,528−15.1% | Reduced |
| Pictet Asset Management SA | 14,253 | $468.0K | 0.00% | +1,953+15.9% | Added |
| Natixis Advisors, L.P. | 14,518 | $477.0K | 0.00% | +1,785+14.0% | Added |
| Bailard, Inc. | 14,700 | $483.0K | 0.02% | +14,700 | New |
| Joel Isaacson & Co., LLC | 15,000 | $489.0K | 0.04% | 00.0% | Unchanged |
| Harbor Advisors LLC | 15,000 | $493.0K | 0.10% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 15,069 | $495.0K | 0.08% | +15,069 | New |
| Silvercrest Asset Management Group LLC | 15,200 | $499.0K | 0.00% | 00.0% | Unchanged |
| Paloma Partners Management Co | 15,263 | $501.0K | 0.04% | −9,853−39.2% | Reduced |
| EHP Funds Inc. | 15,400 | $506.0K | 0.08% | +15,400 | New |
| Mariner, LLC | 15,423 | $507.0K | 0.00% | +548+3.7% | Added |
| Jacobs Levy Equity Management, Inc | 15,463 | $508.0K | 0.00% | +15,463 | New |
| Citadel Investment Advisory, Inc. | 15,585 | $512.0K | 0.30% | 00.0% | Unchanged |
| Ci Investments Inc. | 15,683 | $515.0K | 0.00% | −1,376−8.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 16,300 | $535.0K | 0.03% | +350+2.2% | Added |
| Virtu Financial LLC | 16,317 | $536.0K | 0.04% | +16,317 | New |
| Vestmark Advisory Solutions, Inc. | 16,962 | $557.0K | 0.03% | −2,273−11.8% | Reduced |
| Candriam Luxembourg S.C.A. | 17,024 | $559.0K | 0.00% | +2,588+17.9% | Added |
| Maryland State Retirement & Pension System | 17,170 | $564.0K | 0.02% | 00.0% | Unchanged |