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, Q2 2022
Institutional positions in Jefferies Financial Group Inc. as of Jun 30, 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
- 428
- −36 vs. Q1 2022
- Shares held
- 157.4M
- −7.22M (−4.4%) vs. Q1 2022
- Total value
- $4.35B
- −$1.05B (−19.5%) vs. Q1 2022
- New holders
- 33
- 147 more added
- Sold out
- 69
- 168 more reduced
9 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Jefferies Financial Group Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Aua Capital Management, LLC | 17 | $0 | 0.00% | −20−54.1% | Reduced |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 5 | $0 | 0.00% | +5 | New |
| AdvisorNet Financial, Inc | 10 | $0 | 0.00% | +10 | New |
| ACG Wealth | 6 | $0 | 0.00% | +6 | New |
| Wolff Wiese Magana LLC | 5 | $0 | 0.00% | +5 | New |
| Steward Financial Group LLC | 32 | $0 | 0.00% | +32 | New |
| Sutton Wealth Advisors Inc. | 4 | $110 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 36 | $1.00K | 0.00% | −92−71.9% | Reduced |
| Bogart Wealth, LLC | 50 | $1.00K | 0.00% | +1+2.0% | Added |
| Disciplined Investments, LLC | 41 | $1.00K | 0.00% | −9−18.0% | Reduced |
| Versant Capital Management, Inc | 30 | $1.00K | 0.00% | +30 | New |
| Orion Capital Management LLC | 39 | $1.00K | 0.00% | +39 | New |
| Lee Financial Co | 59 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 100 | $3.00K | 0.00% | +60+150.0% | Added |
| CoreCap Advisors, LLC | 91 | $3.00K | 0.00% | +91 | New |
| Fieldpoint Private Securities, LLC | 150 | $4.00K | 0.00% | −615−80.4% | Reduced |
| Earnest Partners LLC | 150 | $4.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 150 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 160 | $4.00K | 0.00% | +50+45.5% | Added |
| Bell Investment Advisors, Inc | 153 | $4.00K | 0.00% | +153 | New |
| Zions Bancorporation, N.A. | 199 | $5.00K | 0.00% | −35−15.0% | Reduced |
| Loomis Sayles & Co L P | 173 | $5.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 178 | $5.00K | 0.00% | +7+4.1% | Added |
| Global Retirement Partners, LLC | 170 | $5.00K | 0.00% | −34−16.7% | Reduced |
| Private Trust Co NA | 170 | $5.00K | 0.00% | +170 | New |
| Sageworth Trust Co of South Dakota | 208 | $6.00K | 0.01% | −754−78.4% | Reduced |
| Parkside Financial Bank & Trust | 221 | $6.00K | 0.00% | −23−9.4% | Reduced |
| Whittier Trust Co | 201 | $6.00K | 0.00% | −21−9.5% | Reduced |
| TD Private Client Wealth LLC | 272 | $7.51K | 0.00% | −346−56.0% | Reduced |
| Proequities, Inc. | 300 | $8.00K | 0.00% | −300−50.0% | Reduced |
| TSFG, LLC | 291 | $8.00K | 0.00% | +1+0.3% | Added |
| Creative Financial Designs Inc | 288 | $8.00K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 340 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 359 | $9.00K | 0.00% | +3+0.8% | Added |
| Elkhorn Partners Limited Partnership | 340 | $9.00K | 0.01% | +165+94.3% | Added |
| Trust Co of Vermont | 326 | $9.00K | 0.00% | +326 | New |
| Benjamin F. Edwards & Company, Inc. | 350 | $10.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 421 | $11.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 452 | $12.0K | 0.00% | −774−63.1% | Reduced |
| Legacy Bridge, LLC | 431 | $12.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 451 | $12.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 451 | $12.0K | 0.01% | +47+11.6% | Added |
| Ronald Blue Trust, Inc. | 360 | $12.0K | 0.00% | +360 | New |
| North Star Investment Management Corp. | 500 | $14.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 500 | $14.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 580 | $16.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 626 | $17.0K | 0.00% | −154−19.7% | Reduced |
| Highlander Capital Management, LLC | 600 | $17.0K | 0.01% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 655 | $18.0K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 669 | $18.0K | 0.00% | +669 | New |
| First Horizon Advisors, Inc. | 708 | $19.0K | 0.00% | +420+145.8% | Added |
| Hanson & Doremus Investment Management | 810 | $22.0K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 900 | $25.0K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 921 | $25.0K | 0.00% | +72+8.5% | Added |
| Denali Advisors LLC | 900 | $25.0K | 0.01% | +400+80.0% | Added |
| State of Wyoming | 1,006 | $28.0K | 0.02% | −2,555−71.7% | Reduced |
| Quadrant Capital Group LLC | 1,026 | $28.0K | 0.00% | +624+155.2% | Added |
| Cambridge Trust Co | 1,074 | $30.0K | 0.00% | +127+13.4% | Added |
| American Portfolios Advisors | 1,113 | $30.8K | 0.00% | −41−3.6% | Reduced |
| Byrne Asset Management LLC | 1,150 | $32.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,189 | $33.0K | 0.00% | +466+64.5% | Added |
| Albion Financial Group | 1,260 | $35.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 1,314 | $36.0K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,375 | $38.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,466 | $40.0K | 0.00% | +249+20.5% | Added |
| Pittenger & Anderson Inc | 1,500 | $41.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,500 | $41.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1,710 | $47.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,847 | $51.0K | 0.01% | −11−0.6% | Reduced |
| EverSource Wealth Advisors, LLC | 1,884 | $52.0K | 0.01% | +1,829+3,325.5% | Added |
| Harbour Investments, Inc. | 1,914 | $53.0K | 0.00% | +1,914 | New |
| Twin Tree Management, LP | 1,902 | $53.0K | 0.00% | +1,902 | New |
| Covington Capital Management | 1,975 | $55.0K | 0.00% | −137−6.5% | Reduced |
| Lazard Asset Management LLC | 2,023 | $55.0K | 0.00% | +46+2.3% | Added |
| Eagle Bay Advisors LLC | 2,000 | $55.2K | 0.03% | +2,000 | New |
| Nomura Asset Management Co Ltd | 2,250 | $62.1K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2,433 | $67.2K | 0.02% | +6+0.2% | Added |
| Sterling Investment Advisors, Ltd. | 2,757 | $76.0K | 0.03% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 2,907 | $80.0K | 0.00% | −15,380−84.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,900 | $80.0K | 0.05% | 00.0% | Unchanged |
| Monetary Management Group Inc | 3,200 | $88.0K | 0.03% | −3,300−50.8% | Reduced |
| SeaCrest Wealth Management, LLC | 3,274 | $90.0K | 0.01% | +3,274 | New |
| Geneos Wealth Management Inc. | 3,630 | $101.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,929 | $109.0K | 0.00% | +1,297+49.3% | Added |
| Tacita Capital Inc | 4,078 | $113.0K | 0.08% | 00.0% | Unchanged |
| US Asset Management LLC | 4,175 | $115.0K | 0.13% | 00.0% | Unchanged |
| M&T Bank Corp | 11,380 | $118.0K | 0.00% | +11,380 | New |
| HM Payson & Co | 4,525 | $125.0K | 0.00% | −6,850−60.2% | Reduced |
| Altshuler Shaham Ltd | 4,530 | $125.0K | 0.00% | +93+2.1% | Added |
| Spire Wealth Management | 4,640 | $128.0K | 0.01% | −2,400−34.1% | Reduced |
| Vestor Capital, LLC | 4,646 | $128.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 4,680 | $129.0K | 0.11% | +1,924+69.8% | Added |
| Northwestern Mutual Wealth Management Co | 4,784 | $132.0K | 0.00% | +936+24.3% | Added |
| Meeder Asset Management Inc | 4,818 | $133.0K | 0.01% | +3,106+181.4% | Added |
| Point72 Hong Kong Ltd | 5,473 | $151.0K | 0.01% | −5,217−48.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,478 | $151.0K | 0.01% | 00.0% | Unchanged |