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 |
|---|---|---|---|---|---|
| Quent Capital, LLC | 5,507 | $152.0K | 0.03% | +284+5.4% | Added |
| Cullen/Frost Bankers, Inc. | 6,361 | $176.0K | 0.00% | +232+3.8% | Added |
| Asset Dedication, LLC | 6,513 | $180.0K | 0.03% | −150−2.3% | Reduced |
| Profund Advisors LLC | 7,361 | $203.0K | 0.01% | −1,503−17.0% | Reduced |
| Checchi Capital Advisers, LLC | 6,235 | $203.0K | 0.02% | +61+1.0% | Added |
| Creative Planning | 7,462 | $206.0K | 0.00% | −3,276−30.5% | Reduced |
| Boston Trust Walden Corp | 7,500 | $207.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 7,546 | $208.0K | 0.05% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 7,664 | $212.0K | 0.02% | −3,993−34.3% | Reduced |
| Umb Bank N A | 7,678 | $213.0K | 0.00% | 00.0% | Unchanged |
| Forum Financial Management, LP | 7,828 | $216.0K | 0.01% | +435+5.9% | Added |
| Balentine LLC | 7,862 | $217.0K | 0.01% | +1,291+19.6% | Added |
| SMH Capital Advisors Inc | 8,182 | $226.0K | 0.30% | +6+0.1% | Added |
| Seven Eight Capital, LP | 8,176 | $226.0K | 0.09% | +390+5.0% | Added |
| Ethic Inc. | 8,265 | $228.0K | 0.02% | +586+7.6% | Added |
| Wade G W & Inc | 8,333 | $230.0K | 0.01% | +195+2.4% | Added |
| Ancora Advisors, LLC | 8,450 | $233.0K | 0.01% | +525+6.6% | Added |
| Redmont Wealth Advisors LLC | 8,464 | $234.0K | 0.29% | +1,821+27.4% | Added |
| Am Investment Strategies LLC | 8,519 | $235.0K | 0.08% | +23+0.3% | Added |
| XTX Topco Ltd | 8,711 | $241.0K | 0.10% | +8,711 | New |
| Cambria Investment Management, L.P. | 8,960 | $247.0K | 0.03% | +8,960 | New |
| Wellington Management Group LLP | 9,007 | $249.0K | 0.00% | −76−0.8% | Reduced |
| Cetera Investment Advisers | 9,154 | $253.0K | 0.00% | +991+12.1% | Added |
| Pacer Advisors, Inc. | 9,345 | $258.0K | 0.00% | −1,508−13.9% | Reduced |
| Prospera Financial Services Inc | 9,563 | $264.0K | 0.01% | −235−2.4% | Reduced |
| Sigma Planning Corp | 9,791 | $270.0K | 0.01% | −155−1.6% | Reduced |
| JustInvest LLC | 10,034 | $277.0K | 0.01% | −131−1.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 10,137 | $280.0K | 0.01% | −313−3.0% | Reduced |
| Avantax Advisory Services, Inc. | 10,232 | $283.0K | 0.00% | −1,230−10.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 10,255 | $283.2K | 0.00% | 00.0% | Unchanged |
| Shelton Capital Management | 10,474 | $289.0K | 0.01% | 00.0% | Unchanged |
| Bailard, Inc. | 10,700 | $296.0K | 0.01% | −4,000−27.2% | Reduced |
| CIBC Asset Management Inc | 10,715 | $296.0K | 0.00% | −284−2.6% | Reduced |
| Gibraltar Capital Management, Inc. | 10,746 | $297.0K | 0.14% | +598+5.9% | Added |
| Canada Pension Plan Investment Board | 10,900 | $301.0K | 0.00% | +4,100+60.3% | Added |
| Aigen Investment Management, LP | 10,898 | $301.0K | 0.05% | +10,898 | New |
| HMS Capital Management, LLC | 11,066 | $306.0K | 0.18% | −2,680−19.5% | Reduced |
| Invst, LLC | 8,959 | $306.0K | 0.05% | −303−3.3% | Reduced |
| Bamco Inc | 11,200 | $309.0K | 0.00% | −525,000−97.9% | Reduced |
| Connable Office Inc | 11,200 | $309.0K | 0.05% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 11,122 | $314.0K | 0.00% | −13,613−55.0% | Reduced |
| Quadrature Capital Ltd | 11,567 | $320.0K | 0.01% | +11,567 | New |
| EHP Funds Inc. | 11,700 | $323.0K | 0.06% | −3,700−24.0% | Reduced |
| Quantamental Technologies LLC | 11,761 | $325.0K | 0.15% | +1,069+10.0% | Added |
| National Asset Management, Inc. | 11,788 | $326.0K | 0.01% | +252+2.2% | Added |
| Ontario Teachers Pension Plan Board | 11,872 | $328.0K | 0.00% | +5,025+73.4% | Added |
| Pictet Asset Management SA | 12,714 | $351.0K | 0.00% | −1,539−10.8% | Reduced |
| Warther Private Wealth, LLC | 12,623 | $353.0K | 0.26% | −12,252−49.3% | Reduced |
| Balasa Dinverno & Foltz LLC | 12,867 | $355.0K | 0.02% | −5,771−31.0% | Reduced |
| Davenport & Co LLC | 12,860 | $355.0K | 0.00% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 12,898 | $356.0K | 0.07% | −130−1.0% | Reduced |
| Ci Investments Inc. | 12,909 | $357.0K | 0.00% | −2,774−17.7% | Reduced |
| Autumn Glory Partners, LLC | 13,025 | $360.0K | 0.27% | −13,025−50.0% | Reduced |
| Wedbush Securities Inc | 13,081 | $361.0K | 0.02% | −604−4.4% | Reduced |
| Wolverine Trading, LLC | 13,127 | $366.0K | 0.01% | +5,638+75.3% | Added |
| Roberts Capital Advisors, LLC | 13,500 | $373.0K | 0.51% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 13,601 | $376.0K | 0.00% | −917−6.3% | Reduced |
| Western Wealth Management, LLC | 13,474 | $380.0K | 0.02% | −103−0.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 13,862 | $383.0K | 0.00% | +13,862 | New |
| Huber Capital Management LLC | 14,100 | $389.0K | 0.11% | 00.0% | Unchanged |
| CPWM, LLC | 14,080 | $389.0K | 0.03% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 14,551 | $402.0K | 0.09% | −158,791−91.6% | Reduced |
| KWMG, LLC | 14,760 | $408.0K | 0.06% | +855+6.1% | Added |
| Harbor Advisors LLC | 15,000 | $414.0K | 0.10% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 15,000 | $414.0K | 0.03% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 15,040 | $415.0K | 0.00% | −160−1.1% | Reduced |
| King Luther Capital Management Corp | 15,393 | $425.0K | 0.00% | +1,181+8.3% | Added |
| Citadel Investment Advisory, Inc. | 15,585 | $430.0K | 0.29% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 16,170 | $446.0K | 0.00% | −118,550−88.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 16,300 | $450.0K | 0.02% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 17,166 | $474.0K | 0.09% | −400−2.3% | Reduced |
| Maryland State Retirement & Pension System | 17,170 | $474.0K | 0.02% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 17,419 | $481.0K | 0.07% | +17,419 | New |
| Securian Asset Management, Inc | 17,467 | $482.0K | 0.01% | +107+0.6% | Added |
| Vestmark Advisory Solutions, Inc. | 17,556 | $485.0K | 0.03% | +594+3.5% | Added |
| Mariner, LLC | 17,610 | $486.0K | 0.00% | +2,187+14.2% | Added |
| Crossmark Global Holdings, Inc. | 18,178 | $502.0K | 0.01% | −870−4.6% | Reduced |
| Evercore Wealth Management, LLC | 18,513 | $511.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 19,619 | $542.0K | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 20,034 | $553.0K | 0.02% | +7,961+65.9% | Added |
| Burney Co | 20,128 | $556.0K | 0.03% | +150+0.8% | Added |
| Bank of Montreal | 19,388 | $557.0K | 0.00% | +1,662+9.4% | Added |
| Quantedge Capital Pte Ltd | 20,500 | $566.0K | 0.11% | −30,200−59.6% | Reduced |
| United Services Automobile Association | 20,697 | $572.0K | 0.01% | +20,697 | New |
| PEAK6 Investments LLC | 21,154 | $584.0K | 0.01% | +2,790+15.2% | Added |
| Walleye Capital LLC | 21,875 | $604.0K | 0.02% | +21,875 | New |
| Handelsbanken Fonder AB | 21,903 | $605.0K | 0.00% | 00.0% | Unchanged |
| Wright Investors Service Inc | 21,937 | $606.0K | 0.17% | −1,051−4.6% | Reduced |
| Advisor Partners LLC | 21,923 | $606.0K | 0.04% | −889−3.9% | Reduced |
| Prudential PLC | 21,974 | $607.0K | 0.01% | +219+1.0% | Added |
| Aj Wealth Strategies, LLC | 22,515 | $622.0K | 0.03% | +4,798+27.1% | Added |
| Johnson Financial Group, Inc. | 22,770 | $629.0K | 0.05% | −260−1.1% | Reduced |
| Winton Group Ltd | 22,954 | $634.0K | 0.03% | −8,968−28.1% | Reduced |
| Shell Asset Management Co | 23,055 | $637.0K | 0.02% | +36+0.2% | Added |
| Xponance, Inc. | 23,209 | $641.0K | 0.01% | +1,679+7.8% | Added |
| Cubic Asset Management, LLC | 23,590 | $652.0K | 0.18% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 24,069 | $665.0K | 0.13% | +9,000+59.7% | Added |
| ProShare Advisors LLC | 24,096 | $666.0K | 0.00% | −7,242−23.1% | Reduced |
| Mercer Global Advisors Inc | 24,158 | $667.0K | 0.00% | +3,560+17.3% | Added |
| Equitable Trust Co | 24,380 | $673.0K | 0.05% | 00.0% | Unchanged |