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 |
|---|---|---|---|---|---|
| Avantax Advisory Services, Inc. | 9,976 | $294.0K | 0.00% | −256−2.5% | Reduced |
| Stratos Wealth Partners, LTD. | 9,812 | $289.0K | 0.01% | +9,812 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 9,528 | $281.0K | 0.00% | +9,528 | New |
| Ethic Inc. | 9,161 | $270.0K | 0.02% | +896+10.8% | Added |
| Ancora Advisors, LLC | 9,100 | $268.0K | 0.01% | +650+7.7% | Added |
| Sigma Planning Corp | 9,059 | $267.0K | 0.01% | −732−7.5% | Reduced |
| Wellington Management Group LLP | 9,007 | $266.0K | 0.00% | 00.0% | Unchanged |
| Wade G W & Inc | 8,840 | $261.0K | 0.01% | +507+6.1% | Added |
| Meeder Asset Management Inc | 8,703 | $257.0K | 0.01% | +3,885+80.6% | Added |
| Tower Research Capital LLC (TRC) | 8,572 | $253.0K | 0.00% | −17,874−67.6% | Reduced |
| Mariner, LLC | 8,543 | $252.0K | 0.00% | −9,067−51.5% | Reduced |
| Am Investment Strategies LLC | 8,540 | $252.0K | 0.09% | +21+0.2% | Added |
| MQS Management LLC | 8,225 | $243.0K | 0.16% | +8,225 | New |
| SMH Capital Advisors Inc | 8,177 | $241.0K | 0.36% | −5−0.1% | Reduced |
| Diversified Trust Co | 8,077 | $238.0K | 0.01% | +8,077 | New |
| Crewe Advisors LLC | 8,019 | $237.0K | 0.04% | +473+6.3% | Added |
| Bailard, Inc. | 7,700 | $227.0K | 0.01% | −3,000−28.0% | Reduced |
| Forum Financial Management, LP | 7,698 | $227.0K | 0.01% | −130−1.7% | Reduced |
| Umb Bank N A | 7,555 | $222.0K | 0.00% | −123−1.6% | Reduced |
| Boston Trust Walden Corp | 7,500 | $221.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 7,385 | $218.0K | 0.01% | −24,482−76.8% | Reduced |
| Burney Co | 7,403 | $218.0K | 0.01% | −12,725−63.2% | Reduced |
| Apexium Financial, LP | 7,163 | $211.0K | 0.03% | +7,163 | New |
| Profund Advisors LLC | 7,118 | $210.0K | 0.02% | −243−3.3% | Reduced |
| Itau Unibanco Holding S.A. | 6,356 | $188.0K | 0.01% | +6,356 | New |
| Whittier Trust Co of Nevada Inc | 5,478 | $162.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 5,454 | $161.0K | 0.03% | −53−1.0% | Reduced |
| 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 |
| 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 |
| Signaturefd, LLC | 4,399 | $130.0K | 0.00% | +470+12.0% | Added |
| Altshuler Shaham Ltd | 4,060 | $118.0K | 0.00% | −470−10.4% | Reduced |
| Wipfli Financial Advisors LLC, | 3,872 | $114.0K | 0.01% | +3,872 | New |
| Covestor Ltd | 3,695 | $109.0K | 0.10% | −985−21.0% | Reduced |
| Bogart Wealth, LLC | 3,212 | $95.0K | 0.01% | +3,162+6,324.0% | Added |
| Monetary Management Group Inc | 3,200 | $94.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| Spire Wealth Management | 2,630 | $78.0K | 0.00% | −2,010−43.3% | Reduced |
| Glen Eagle Advisors, LLC | 2,543 | $75.0K | 0.02% | +110+4.5% | Added |
| Covington Capital Management | 2,525 | $74.0K | 0.00% | +550+27.8% | Added |
| Nomura Asset Management Co Ltd | 2,250 | $66.4K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1,976 | $58.0K | 0.01% | +266+15.6% | Added |
| Quadrant Capital Group LLC | 1,926 | $57.0K | 0.01% | +900+87.7% | Added |
| Glassman Wealth Services | 1,847 | $54.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,914 | $53.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,731 | $51.0K | 0.00% | +542+45.6% | Added |
| Geneos Wealth Management Inc. | 1,690 | $49.0K | 0.00% | −1,940−53.4% | Reduced |
| Eagle Bay Advisors LLC | 1,600 | $47.0K | 0.03% | −400−20.0% | Reduced |
| 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 |
| Ronald Blue Trust, Inc. | 1,556 | $43.0K | 0.00% | +1,196+332.2% | Added |
| Deseret Mutual Benefit Administrators | 1,375 | $41.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,304 | $38.0K | 0.00% | −162−11.1% | Reduced |
| Albion Financial Group | 1,260 | $37.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,225 | $36.0K | 0.00% | −3,300−72.9% | Reduced |
| Byrne Asset Management LLC | 1,150 | $34.0K | 0.03% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,079 | $31.8K | 0.00% | −34−3.1% | Reduced |
| Ellevest, Inc. | 985 | $29.0K | 0.00% | +985 | New |
| 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 |
| Pin Oak Investment Advisors Inc | 900 | $27.0K | 0.03% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 810 | $24.0K | 0.01% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 655 | $23.0K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 669 | $20.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 651 | $19.0K | 0.00% | +450+223.9% | Added |
| Highlander Capital Management, LLC | 600 | $18.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 619 | $18.0K | 0.00% | −7−1.1% | Reduced |
| Central Trust Co | 580 | $17.0K | 0.00% | 00.0% | Unchanged |
| Belmont Capital, LLC | 535 | $16.0K | 0.02% | +535 | New |
| 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 |
| 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 |
| Westside Investment Management, Inc. | 421 | $12.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 394 | $12.0K | 0.00% | +394 | New |
| Moisand Fitzgerald Tamayo, LLC | 360 | $11.0K | 0.00% | +360 | New |
| Householder Group Estate & Retirement Specialist, LLC | 375 | $11.0K | 0.00% | +375 | 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 |
| 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 |
| TD Private Client Wealth LLC | 272 | $8.02K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Elkhorn Partners Limited Partnership | 130 | $4.00K | 0.00% | −210−61.8% | Reduced |