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 |
|---|---|---|---|---|---|
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −12,809−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −11,121−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −11,043−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −11,038−100.0% | Sold out |
| Abacus Planning Group, Inc. | 0 | $0 | 0.00% | −10,913−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −10,720−100.0% | Sold out |
| Index Fund Advisors, Inc. | 0 | $0 | 0.00% | −10,350−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −9,803−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −9,769−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −8,682−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −8,247−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −8,219−100.0% | Sold out |
| Pinnacle Financial Partners Inc | 0 | $0 | 0.00% | −7,655−100.0% | Sold out |
| Edmonds Duncan Registered Investment Advisors, LLC | 0 | $0 | 0.00% | −8,093−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −7,530−100.0% | Sold out |
| Manteio Capital LLC | 0 | $0 | 0.00% | −6,973−100.0% | Sold out |
| New Century Advisors, LLC | 0 | $0 | 0.00% | −6,800−100.0% | Sold out |
| Mma Asset Management LLC | 0 | $0 | 0.00% | −6,768−100.0% | Sold out |
| Greenleaf Trust | 0 | $0 | 0.00% | −6,722−100.0% | Sold out |
| Intersect Capital LLC | 0 | $0 | 0.00% | −6,489−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −6,479−100.0% | Sold out |
| Watershed Asset Management, L.L.C. | 0 | $0 | 0.00% | −6,453−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −6,237−100.0% | Sold out |
| Searle & Co. | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Aft, Forsyth & Company, Inc. | 0 | $0 | 0.00% | −5,700−100.0% | Sold out |
| Paradigm Financial Partners, LLC | 0 | $0 | 0.00% | −5,611−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −5,575−100.0% | Sold out |
| Lake Street Financial LLC | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −5,371−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −5,368−100.0% | Sold out |
| First Heartland Consultants, Inc. | 0 | $0 | 0.00% | −5,342−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −5,268−100.0% | Sold out |
| Independent Solutions Wealth Management, LLC | 0 | $0 | 0.00% | −5,172−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −3,059−100.0% | Sold out |
| Mark Sheptoff Financial Planning, LLC | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −3,880−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −1,975−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −1,930−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −1,555−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −1,005−100.0% | Sold out |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −895−100.0% | Sold out |
| FSB Premier Wealth Management, Inc. | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −465−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −458−100.0% | Sold out |
| IronBridge Private Wealth, LLC | 0 | $0 | 0.00% | −434−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −326−100.0% | Sold out |
| Farmers & Merchants Investments Inc | 0 | $0 | 0.00% | −279−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| Motley Fool Asset Management LLC | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Tyler-Stone Wealth Management | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Cornerstone Advisory, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Atticus Wealth Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| KB Financial Partners, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Ascendant Capital Management, LLC | – | – | – | – | Not filed |
| Delphi Management Inc | – | – | – | – | Not filed |
| Country Club Trust Company, n.a. | – | – | – | – | Not filed |
| Harbour Investments, Inc. | – | – | – | – | Not filed |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |
| Bell Investment Advisors, Inc | – | – | – | – | Not filed |