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, Q3 2022
Institutional positions in Jefferies Financial Group Inc. as of Sep 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
- 423
- −1 vs. Q2 2022
- Shares held
- 152.9M
- −4.43M (−2.8%) vs. Q2 2022
- Total value
- $4.51B
- +$163.2M (+3.8%) vs. Q2 2022
- New holders
- 48
- 117 more added
- Sold out
- 49
- 173 more reduced
4 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Jefferies Financial Group Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 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 |
| Wolff Wiese Magana LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4 | $0 | 0.00% | +4 | New |
| Sutton Wealth Advisors Inc. | 23 | $679 | 0.00% | +19+475.0% | Added |
| EverSource Wealth Advisors, LLC | 33 | $1.00K | 0.00% | −1,851−98.2% | Reduced |
| Orion Capital Management LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 25 | $1.00K | 0.00% | +15+150.0% | Added |
| Aua Capital Management, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 28 | $1.00K | 0.00% | +28 | New |
| SJS Investment Consulting Inc. | 44 | $1.00K | 0.00% | +44 | New |
| Lee Financial Co | 59 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 55 | $2.00K | 0.00% | +14+34.1% | Added |
| American National Bank | 61 | $2.00K | 0.00% | +61 | New |
| Amundi | 53 | $2.00K | 0.00% | +53 | New |
| Loomis Sayles & Co L P | 97 | $3.00K | 0.00% | −76−43.9% | Reduced |
| Zions Bancorporation, N.A. | 103 | $3.00K | 0.00% | −96−48.2% | Reduced |
| Farmers & Merchants Investments Inc | 86 | $3.00K | 0.00% | +86 | New |
| Elkhorn Partners Limited Partnership | 130 | $4.00K | 0.00% | −210−61.8% | Reduced |
| Private Trust Co NA | 133 | $4.00K | 0.00% | −37−21.8% | Reduced |
| Earnest Partners LLC | 150 | $4.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 170 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 202 | $6.00K | 0.00% | +49+32.0% | Added |
| Schubert & Co | 202 | $6.00K | 0.01% | +102+102.0% | Added |
| JFS Wealth Advisors, LLC | 220 | $6.00K | 0.00% | +184+511.1% | Added |
| Hexagon Capital Partners LLC | 220 | $6.00K | 0.00% | +220 | New |
| Lazard Asset Management LLC | 260 | $7.00K | 0.00% | −1,763−87.1% | Reduced |
| Parkside Financial Bank & Trust | 245 | $7.00K | 0.00% | +24+10.9% | Added |
| Creative Financial Designs Inc | 288 | $8.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 273 | $8.00K | 0.00% | +95+53.4% | Added |
| Lindbrook Capital, LLC | 260 | $8.00K | 0.00% | +100+62.5% | Added |
| TD Private Client Wealth LLC | 272 | $8.02K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 288 | $9.00K | 0.00% | −420−59.3% | Reduced |
| Rockefeller Capital Management L.P. | 317 | $9.00K | 0.00% | −42−11.7% | Reduced |
| TSFG, LLC | 292 | $9.00K | 0.00% | +1+0.3% | Added |
| South State Corp. | 321 | $9.00K | 0.00% | +321 | New |
| GHP Investment Advisors, Inc. | 320 | $9.00K | 0.00% | +320 | New |
| Peregrine Capital Management LLC | 340 | $10.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 326 | $10.0K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 360 | $11.0K | 0.00% | +360 | New |
| Householder Group Estate & Retirement Specialist, LLC | 375 | $11.0K | 0.00% | +375 | New |
| Westside Investment Management, Inc. | 421 | $12.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 394 | $12.0K | 0.00% | +394 | New |
| CWM, LLC | 425 | $13.0K | 0.00% | −27−6.0% | Reduced |
| Legacy Bridge, LLC | 431 | $13.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 451 | $13.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $15.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 500 | $15.0K | 0.00% | 00.0% | Unchanged |
| Belmont Capital, LLC | 535 | $16.0K | 0.02% | +535 | New |
| Central Trust Co | 580 | $17.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 600 | $18.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 619 | $18.0K | 0.00% | −7−1.1% | Reduced |
| Whittier Trust Co | 651 | $19.0K | 0.00% | +450+223.9% | Added |
| BOK Financial Private Wealth, Inc. | 669 | $20.0K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 655 | $23.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 810 | $24.0K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 900 | $27.0K | 0.03% | 00.0% | Unchanged |
| Cambridge Trust Co | 947 | $28.0K | 0.00% | −127−11.8% | Reduced |
| Manchester Capital Management LLC | 949 | $28.0K | 0.00% | +28+3.0% | Added |
| Ellevest, Inc. | 985 | $29.0K | 0.00% | +985 | New |
| American Portfolios Advisors | 1,079 | $31.8K | 0.00% | −34−3.1% | Reduced |
| Byrne Asset Management LLC | 1,150 | $34.0K | 0.03% | 00.0% | Unchanged |
| HM Payson & Co | 1,225 | $36.0K | 0.00% | −3,300−72.9% | Reduced |
| Albion Financial Group | 1,260 | $37.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,304 | $38.0K | 0.00% | −162−11.1% | Reduced |
| Deseret Mutual Benefit Administrators | 1,375 | $41.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,556 | $43.0K | 0.00% | +1,196+332.2% | Added |
| Exchange Traded Concepts, LLC | 1,503 | $44.0K | 0.00% | −1,404−48.3% | Reduced |
| Pittenger & Anderson Inc | 1,500 | $44.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,500 | $44.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,600 | $47.0K | 0.03% | −400−20.0% | Reduced |
| Geneos Wealth Management Inc. | 1,690 | $49.0K | 0.00% | −1,940−53.4% | Reduced |
| Parallel Advisors, LLC | 1,731 | $51.0K | 0.00% | +542+45.6% | Added |
| Harbour Investments, Inc. | 1,914 | $53.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,847 | $54.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,926 | $57.0K | 0.01% | +900+87.7% | Added |
| Institutional & Family Asset Management, LLC | 1,976 | $58.0K | 0.01% | +266+15.6% | Added |
| Nomura Asset Management Co Ltd | 2,250 | $66.4K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 2,525 | $74.0K | 0.00% | +550+27.8% | Added |
| Glen Eagle Advisors, LLC | 2,543 | $75.0K | 0.02% | +110+4.5% | Added |
| Spire Wealth Management | 2,630 | $78.0K | 0.00% | −2,010−43.3% | Reduced |
| Ci Investments Inc. | 2,911 | $86.0K | 0.00% | −9,998−77.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,900 | $86.0K | 0.05% | 00.0% | Unchanged |
| Monetary Management Group Inc | 3,200 | $94.0K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3,212 | $95.0K | 0.01% | +3,162+6,324.0% | Added |
| Covestor Ltd | 3,695 | $109.0K | 0.10% | −985−21.0% | Reduced |
| Wipfli Financial Advisors LLC, | 3,872 | $114.0K | 0.01% | +3,872 | New |
| Altshuler Shaham Ltd | 4,060 | $118.0K | 0.00% | −470−10.4% | Reduced |
| Signaturefd, LLC | 4,399 | $130.0K | 0.00% | +470+12.0% | Added |
| Cullen/Frost Bankers, Inc. | 4,467 | $132.0K | 0.00% | −1,894−29.8% | Reduced |
| C M Bidwell & Associates Ltd | 4,474 | $132.0K | 0.11% | +4,474 | New |
| Northwestern Mutual Wealth Management Co | 4,636 | $137.0K | 0.00% | −148−3.1% | Reduced |
| Vestor Capital, LLC | 4,646 | $137.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 5,454 | $161.0K | 0.03% | −53−1.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,478 | $162.0K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 6,356 | $188.0K | 0.01% | +6,356 | New |
| Profund Advisors LLC | 7,118 | $210.0K | 0.02% | −243−3.3% | Reduced |
| Apexium Financial, LP | 7,163 | $211.0K | 0.03% | +7,163 | New |