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 |
|---|---|---|---|---|---|
| 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 |
| Acadian Asset Management LLC | 1,483 | $48.0K | 0.00% | −59,029−97.5% | Reduced |
| Deseret Mutual Benefit Administrators | 1,375 | $45.0K | 0.01% | −345−20.1% | Reduced |
| Private Capital Group, LLC | 1,314 | $43.0K | 0.01% | −563−30.0% | Reduced |
| Albion Financial Group | 1,260 | $41.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Money Concepts Capital Corp | 1,200 | $39.0K | 0.00% | +1,200 | New |
| Byrne Asset Management LLC | 1,150 | $38.0K | 0.02% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,154 | $37.9K | 0.00% | +2+0.2% | Added |
| RWM Asset Management, LLC | 1,100 | $36.0K | 0.01% | +1,100 | New |
| Sageworth Trust Co of South Dakota | 962 | $32.0K | 0.06% | −164−14.6% | Reduced |
| Cambridge Trust Co | 947 | $31.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 900 | $30.0K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 849 | $28.0K | 0.00% | +34+4.2% | Added |
| Hanson & Doremus Investment Management | 810 | $27.0K | 0.01% | +810 | New |
| Allworth Financial LP | 780 | $26.0K | 0.00% | +780 | New |
| Fieldpoint Private Securities, LLC | 765 | $25.0K | 0.01% | −40−5.0% | Reduced |
| Parallel Advisors, LLC | 723 | $24.0K | 0.00% | −35−4.6% | Reduced |
| JCIC Asset Management Inc. | 655 | $22.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 618 | $20.3K | 0.00% | +618 | New |
| Proequities, Inc. | 600 | $20.0K | 0.00% | −434−42.0% | Reduced |
| Highlander Capital Management, LLC | 600 | $20.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 580 | $19.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 548 | $18.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 542 | $18.0K | 0.00% | 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 |
| 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 |
| 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 |
| 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 |
| Kings Point Capital Management | 314 | $10.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 290 | $10.0K | 0.00% | +85+41.5% | 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Cordant, Inc. | 98 | $3.00K | 0.00% | +98 | New |
| 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 |
| Aua Capital Management, LLC | 37 | $1.00K | 0.00% | −17−31.5% | Reduced |
| Schubert & Co | 40 | $1.00K | 0.00% | −9−18.4% | Reduced |
| Sutton Wealth Advisors Inc. | 4 | $131 | 0.00% | −17−81.0% | Reduced |
| 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 |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −1,684,911−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −220,015−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −123,465−100.0% | Sold out |
| MYDA Advisors LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −89,286−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −77,603−100.0% | Sold out |
| Brooktree Capital Management | 0 | $0 | 0.00% | −68,942−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −67,078−100.0% | Sold out |
| Taika Capital, LP | 0 | $0 | 0.00% | −63,625−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −60,933−100.0% | Sold out |
| Prescott Group Capital Management, L.L.C. | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Kingfisher Capital LLC | 0 | $0 | 0.00% | −57,798−100.0% | Sold out |
| Pinnacle Associates Ltd | 0 | $0 | 0.00% | −52,730−100.0% | Sold out |
| Bowling Portfolio Management LLC | 0 | $0 | 0.00% | −51,845−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −48,018−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −38,959−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −35,594−100.0% | Sold out |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −31,270−100.0% | Sold out |
| Golden Green, Inc. | 0 | $0 | 0.00% | −28,271−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −26,261−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −24,431−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −22,505−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −20,331−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −16,835−100.0% | Sold out |
| Bank Hapoalim BM | 0 | $0 | 0.00% | −14,237−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −14,097−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −12,967−100.0% | Sold out |