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 |
|---|---|---|---|---|---|
| JustInvest LLC | 10,034 | $277.0K | 0.01% | −131−1.3% | Reduced |
| Sigma Planning Corp | 9,791 | $270.0K | 0.01% | −155−1.6% | Reduced |
| Prospera Financial Services Inc | 9,563 | $264.0K | 0.01% | −235−2.4% | Reduced |
| Pacer Advisors, Inc. | 9,345 | $258.0K | 0.00% | −1,508−13.9% | Reduced |
| Cetera Investment Advisers | 9,154 | $253.0K | 0.00% | +991+12.1% | Added |
| Wellington Management Group LLP | 9,007 | $249.0K | 0.00% | −76−0.8% | Reduced |
| Cambria Investment Management, L.P. | 8,960 | $247.0K | 0.03% | +8,960 | New |
| XTX Topco Ltd | 8,711 | $241.0K | 0.10% | +8,711 | New |
| Am Investment Strategies LLC | 8,519 | $235.0K | 0.08% | +23+0.3% | Added |
| Redmont Wealth Advisors LLC | 8,464 | $234.0K | 0.29% | +1,821+27.4% | Added |
| Ancora Advisors, LLC | 8,450 | $233.0K | 0.01% | +525+6.6% | Added |
| Wade G W & Inc | 8,333 | $230.0K | 0.01% | +195+2.4% | Added |
| Ethic Inc. | 8,265 | $228.0K | 0.02% | +586+7.6% | 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 |
| Balentine LLC | 7,862 | $217.0K | 0.01% | +1,291+19.6% | Added |
| Forum Financial Management, LP | 7,828 | $216.0K | 0.01% | +435+5.9% | Added |
| Umb Bank N A | 7,678 | $213.0K | 0.00% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 7,664 | $212.0K | 0.02% | −3,993−34.3% | Reduced |
| Crewe Advisors LLC | 7,546 | $208.0K | 0.05% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 7,500 | $207.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 7,462 | $206.0K | 0.00% | −3,276−30.5% | 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 |
| Asset Dedication, LLC | 6,513 | $180.0K | 0.03% | −150−2.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 6,361 | $176.0K | 0.00% | +232+3.8% | Added |
| Quent Capital, LLC | 5,507 | $152.0K | 0.03% | +284+5.4% | 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 |
| Meeder Asset Management Inc | 4,818 | $133.0K | 0.01% | +3,106+181.4% | Added |
| Northwestern Mutual Wealth Management Co | 4,784 | $132.0K | 0.00% | +936+24.3% | Added |
| Covestor Ltd | 4,680 | $129.0K | 0.11% | +1,924+69.8% | 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 |
| 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 |
| M&T Bank Corp | 11,380 | $118.0K | 0.00% | +11,380 | New |
| US Asset Management LLC | 4,175 | $115.0K | 0.13% | 00.0% | Unchanged |
| Tacita Capital Inc | 4,078 | $113.0K | 0.08% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,929 | $109.0K | 0.00% | +1,297+49.3% | Added |
| Geneos Wealth Management Inc. | 3,630 | $101.0K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 3,274 | $90.0K | 0.01% | +3,274 | New |
| Monetary Management Group Inc | 3,200 | $88.0K | 0.03% | −3,300−50.8% | Reduced |
| 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 |
| Sterling Investment Advisors, Ltd. | 2,757 | $76.0K | 0.03% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2,433 | $67.2K | 0.02% | +6+0.2% | Added |
| Nomura Asset Management Co Ltd | 2,250 | $62.1K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2,000 | $55.2K | 0.03% | +2,000 | 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 |
| 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 |
| EverSource Wealth Advisors, LLC | 1,884 | $52.0K | 0.01% | +1,829+3,325.5% | Added |
| Glassman Wealth Services | 1,847 | $51.0K | 0.01% | −11−0.6% | Reduced |
| Institutional & Family Asset Management, LLC | 1,710 | $47.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Fifth Third Bancorp | 1,466 | $40.0K | 0.00% | +249+20.5% | Added |
| Deseret Mutual Benefit Administrators | 1,375 | $38.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 1,314 | $36.0K | 0.03% | 00.0% | Unchanged |
| Albion Financial Group | 1,260 | $35.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,189 | $33.0K | 0.00% | +466+64.5% | Added |
| Byrne Asset Management LLC | 1,150 | $32.0K | 0.02% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,113 | $30.8K | 0.00% | −41−3.6% | Reduced |
| Cambridge Trust Co | 1,074 | $30.0K | 0.00% | +127+13.4% | 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 |
| 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 |
| Hanson & Doremus Investment Management | 810 | $22.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 708 | $19.0K | 0.00% | +420+145.8% | Added |
| JCIC Asset Management Inc. | 655 | $18.0K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 669 | $18.0K | 0.00% | +669 | New |
| Allworth Financial LP | 626 | $17.0K | 0.00% | −154−19.7% | Reduced |
| Highlander Capital Management, LLC | 600 | $17.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 580 | $16.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Westside Investment Management, Inc. | 421 | $11.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 350 | $10.0K | 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 |
| 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 |
| TD Private Client Wealth LLC | 272 | $7.51K | 0.00% | −346−56.0% | Reduced |
| 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 |
| 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 |