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 |
|---|---|---|---|---|---|
| Moody Aldrich Partners LLC | 13,028 | $428.0K | 0.06% | +3,185+32.4% | Added |
| Occudo Quantitative Strategies LP | 13,011 | $427.0K | 0.04% | +13,011 | New |
| Susquehanna Fundamental Investments, LLC | 12,960 | $426.0K | 0.01% | −46,187−78.1% | Reduced |
| Gsa Capital Partners LLP | 12,866 | $423.0K | 0.06% | +6,903+115.8% | Added |
| Davenport & Co LLC | 12,860 | $422.0K | 0.00% | +12,860 | New |
| Pitcairn Co | 12,423 | $408.0K | 0.04% | −4,249−25.5% | Reduced |
| Gotham Asset Management, LLC | 12,073 | $397.0K | 0.01% | +196+1.7% | Added |
| Dana Investment Advisors, Inc. | 11,765 | $386.0K | 0.02% | −35,360−75.0% | Reduced |
| Mirabella Financial Services LLP | 11,657 | $383.0K | 0.04% | +11,657 | New |
| National Asset Management, Inc. | 11,536 | $379.0K | 0.01% | +249+2.2% | Added |
| Avantax Advisory Services, Inc. | 11,462 | $378.0K | 0.01% | −2,945−20.4% | Reduced |
| HM Payson & Co | 11,375 | $374.0K | 0.01% | −700−5.8% | Reduced |
| Connable Office Inc | 11,200 | $368.0K | 0.05% | +11,200 | New |
| Delta Investment Management, LLC | 11,184 | $367.0K | 0.11% | +1,000+9.8% | Added |
| CIBC Asset Management Inc | 10,999 | $361.0K | 0.00% | +48+0.4% | Added |
| Pacer Advisors, Inc. | 10,853 | $357.0K | 0.00% | −17,507−61.7% | Reduced |
| Creative Planning | 10,738 | $353.0K | 0.00% | −918−7.9% | Reduced |
| 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 |
| Shelton Capital Management | 10,474 | $344.0K | 0.01% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 10,450 | $343.0K | 0.01% | +102+1.0% | Added |
| Federation des caisses Desjardins du Quebec | 10,255 | $336.9K | 0.00% | −150−1.4% | Reduced |
| D. E. Shaw & Co., Inc. | 10,199 | $335.0K | 0.00% | −18,230−64.1% | Reduced |
| 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 |
| 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 |
| Sigma Planning Corp | 9,946 | $327.0K | 0.01% | +1,195+13.7% | Added |
| Affinity Investment Advisors, LLC | 9,856 | $324.0K | 0.13% | +746+8.2% | Added |
| Prospera Financial Services Inc | 9,798 | $322.0K | 0.01% | +3,631+58.9% | Added |
| Ascent Group, LLC | 9,128 | $300.0K | 0.03% | −706−7.2% | Reduced |
| Wellington Management Group LLP | 9,083 | $298.0K | 0.00% | +76+0.8% | Added |
| Invst, LLC | 9,262 | $297.0K | 0.05% | +5+0.1% | Added |
| Profund Advisors LLC | 8,864 | $291.0K | 0.01% | −1,251−12.4% | Reduced |
| People's United Financial, Inc. | 8,604 | $283.0K | 0.01% | −29,384−77.4% | Reduced |
| Am Investment Strategies LLC | 8,496 | $279.0K | 0.07% | +8,496 | New |
| Apexium Financial, LP | 7,163 | $278.0K | 0.15% | 00.0% | Unchanged |
| Corton Capital Inc. | 8,248 | $271.0K | 0.12% | +8,248 | New |
| SMH Capital Advisors Inc | 8,176 | $269.0K | 0.44% | +8,176 | New |
| Cetera Investment Advisers | 8,163 | $268.0K | 0.00% | +2,875+54.4% | Added |
| Wade G W & Inc | 8,138 | $267.0K | 0.01% | +47+0.6% | Added |
| Alterna Wealth Management, Inc | 8,000 | $263.0K | 0.22% | +2,672+50.2% | Added |
| Ancora Advisors, LLC | 7,925 | $260.0K | 0.01% | −300−3.6% | Reduced |
| Seven Eight Capital, LP | 7,786 | $256.0K | 0.03% | +7,786 | New |
| 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 |
| 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 |
| Boston Trust Walden Corp | 7,500 | $246.0K | 0.00% | 00.0% | Unchanged |
| Forum Financial Management, LP | 7,393 | $242.0K | 0.01% | 00.0% | Unchanged |
| Argent Trust Co | 7,302 | $239.0K | 0.01% | −955−11.6% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 7,150 | $235.0K | 0.02% | +7,150 | New |
| Spire Wealth Management | 7,040 | $231.0K | 0.01% | −455−6.1% | Reduced |
| Ontario Teachers Pension Plan Board | 6,847 | $225.0K | 0.00% | +6,847 | New |
| Canada Pension Plan Investment Board | 6,800 | $223.0K | 0.00% | −27,879−80.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 6,707 | $220.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Redmont Wealth Advisors LLC | 6,643 | $218.0K | 0.23% | +6,643 | New |
| Independent Advisor Alliance | 6,617 | $217.0K | 0.01% | +30.0% | Added |
| Balentine LLC | 6,571 | $216.0K | 0.01% | +6,571 | New |
| Monetary Management Group Inc | 6,500 | $214.0K | 0.06% | −2,900−30.9% | Reduced |
| Teza Capital Management LLC | 6,437 | $211.0K | 0.08% | −19,657−75.3% | Reduced |
| Coldstream Capital Management Inc | 6,316 | $207.0K | 0.01% | −404−6.0% | Reduced |
| MTM Investment Management, LLC | 6,264 | $206.0K | 0.10% | +885+16.5% | 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 |
| Checchi Capital Advisers, LLC | 6,174 | $203.0K | 0.02% | +475+8.3% | Added |
| 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 |
| 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 |
| Wulff, Hansen & Co. | 5,730 | $188.0K | 0.18% | −1,950−25.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,478 | $180.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 5,223 | $172.0K | 0.03% | −14,858−74.0% | Reduced |
| Vestor Capital, LLC | 4,646 | $153.0K | 0.02% | 00.0% | Unchanged |
| Cutler Group LP | 4,583 | $150.0K | 0.01% | +2,030+79.5% | Added |
| Altshuler Shaham Ltd | 4,437 | $146.0K | 0.00% | +515+13.1% | Added |
| US Asset Management LLC | 4,175 | $137.0K | 0.13% | +4,175 | New |
| Tacita Capital Inc | 4,078 | $134.0K | 0.08% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,848 | $126.0K | 0.00% | +106+2.8% | Added |
| Geneos Wealth Management Inc. | 3,630 | $119.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 3,561 | $117.0K | 0.06% | +1,368+62.4% | Added |
| Newbridge Financial Services Group, Inc. | 2,900 | $95.0K | 0.05% | +2,900 | New |
| 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 |
| Signaturefd, LLC | 2,632 | $86.0K | 0.00% | +510+24.0% | Added |
| Aquatic Capital Management LLC | 2,600 | $85.0K | 0.13% | +2,600 | New |
| Glen Eagle Advisors, LLC | 2,427 | $79.7K | 0.02% | +835+52.4% | Added |
| Nomura Asset Management Co Ltd | 2,250 | $73.9K | 0.00% | +2,250 | New |
| Covington Capital Management | 2,112 | $69.0K | 0.00% | −70−3.2% | Reduced |
| Lazard Asset Management LLC | 1,977 | $64.0K | 0.00% | −577−22.6% | Reduced |
| Glassman Wealth Services | 1,858 | $61.0K | 0.01% | −18−1.0% | 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 |
| TD Waterhouse Canada Inc. | 1,195 | $49.8K | 0.00% | −10,526−89.8% | Reduced |