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, Q4 2022
Institutional positions in Jefferies Financial Group Inc. as of Dec 31, 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
- 471
- +57 vs. Q3 2022
- Shares held
- 151.8M
- −550.5K (−0.4%) vs. Q3 2022
- Total value
- $5.20B
- +$706.8M (+15.7%) vs. Q3 2022
- New holders
- 83
- 136 more added
- Sold out
- 26
- 169 more reduced
9 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Jefferies Financial Group Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 8 | $0 | 0.00% | −20−71.4% | Reduced |
| Sageworth Trust Co | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 9 | $0 | 0.00% | +5+125.0% | Added |
| Huntington National Bank | 1 | $34 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 34 | $96 | 0.00% | +34 | New |
| M&R Capital Management Inc | 3 | $102 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $171 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 12 | $411 | 0.00% | +12 | New |
| Prestige Wealth Management Group LLC | 15 | $514 | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 17 | $583 | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 20 | $686 | 0.00% | +20 | New |
| RFP Financial Group LLC | 21 | $720 | 0.00% | +21 | New |
| Accurate Wealth Management, LLC | 20 | $785 | 0.00% | +20 | New |
| Sutton Wealth Advisors Inc. | 23 | $788 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 33 | $1.13K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 33 | $1.13K | 0.00% | +33 | New |
| Baker Avenue Asset Management, LP | 35 | $1.20K | 0.00% | +35 | New |
| Hollencrest Capital Management | 35 | $1.21K | 0.00% | +35 | New |
| Zions Bancorporation, N.A. | 42 | $1.44K | 0.00% | −61−59.2% | Reduced |
| Versant Capital Management, Inc | 42 | $1.44K | 0.00% | +42 | New |
| CIBC Private Wealth Group, LLC | 53,582 | $1.84K | 0.00% | −10,000−15.7% | Reduced |
| Disciplined Investments, LLC | 54 | $1.85K | 0.00% | −1−1.8% | Reduced |
| American National Bank | 61 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 59 | $2.02K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 65 | $2.23K | 0.00% | +65 | New |
| SJS Investment Consulting Inc. | 66 | $2.26K | 0.00% | +22+50.0% | Added |
| AdvisorNet Financial, Inc | 83 | $2.85K | 0.00% | +58+232.0% | Added |
| Farmers & Merchants Investments Inc | 86 | $2.95K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 87 | $2.98K | 0.00% | +87 | New |
| Clear Street Markets LLC | 100 | $3.00K | 0.00% | −400−80.0% | Reduced |
| Grove Bank & Trust | 100 | $3.00K | 0.00% | +100 | New |
| Steward Financial Group LLC | 96 | $3.00K | 0.00% | +96 | New |
| Beaird Harris Wealth Management, LLC | 102 | $3.50K | 0.00% | +102 | New |
| Private Trust Co NA | 133 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 140 | $5.00K | 0.00% | +140 | New |
| JDM Financial Group LLC | 149 | $5.11K | 0.00% | +149 | New |
| Earnest Partners LLC | 150 | $5.14K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 162 | $5.60K | 0.00% | −6,194−97.5% | Reduced |
| Global Retirement Partners, LLC | 170 | $5.83K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 176 | $6.00K | 0.00% | +176 | New |
| Whittier Trust Co | 201 | $6.89K | 0.00% | −450−69.1% | Reduced |
| Schubert & Co | 216 | $7.40K | 0.01% | +14+6.9% | Added |
| JFS Wealth Advisors, LLC | 233 | $7.99K | 0.00% | +13+5.9% | Added |
| Lazard Asset Management LLC | 260 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 246 | $8.43K | 0.00% | +44+21.8% | Added |
| Lindbrook Capital, LLC | 254 | $8.71K | 0.00% | −6−2.3% | Reduced |
| Arcus Capital Partners, LLC | 260 | $8.91K | 0.00% | +260 | New |
| Hexagon Capital Partners LLC | 266 | $9.12K | 0.00% | +46+20.9% | Added |
| TD Private Client Wealth LLC | 272 | $9.32K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 279 | $9.56K | 0.00% | +279 | New |
| First Horizon Advisors, Inc. | 288 | $9.87K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 288 | $9.87K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 318 | $10.0K | 0.00% | +1+0.3% | Added |
| TSFG, LLC | 292 | $10.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 301 | $10.3K | 0.00% | +56+22.9% | Added |
| GHP Investment Advisors, Inc. | 320 | $11.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 321 | $11.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 326 | $11.2K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 375 | $12.0K | 0.02% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 340 | $12.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 365 | $13.0K | 0.00% | +92+33.7% | Added |
| Westside Investment Management, Inc. | 421 | $14.0K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 431 | $14.8K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 433 | $14.8K | 0.00% | +73+20.3% | Added |
| North Star Investment Management Corp. | 500 | $17.1K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 513 | $17.6K | 0.00% | −436−45.9% | Reduced |
| Belmont Capital, LLC | 535 | $18.0K | 0.02% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 555 | $19.0K | 0.00% | +555 | New |
| Central Trust Co | 580 | $19.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 575 | $20.0K | 0.00% | +150+35.3% | Added |
| Highlander Capital Management, LLC | 600 | $21.0K | 0.01% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 655 | $22.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 652 | $22.4K | 0.01% | −723−52.6% | Reduced |
| BOK Financial Private Wealth, Inc. | 669 | $22.9K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 679 | $23.0K | 0.00% | −268−28.3% | Reduced |
| Allworth Financial LP | 706 | $24.2K | 0.00% | +87+14.1% | Added |
| Belpointe Asset Management LLC | 732 | $25.1K | 0.00% | +732 | New |
| Hanson & Doremus Investment Management | 760 | $26.0K | 0.01% | −50−6.2% | Reduced |
| Pin Oak Investment Advisors Inc | 900 | $31.0K | 0.04% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,000 | $34.3K | 0.01% | +1,000 | New |
| Byrne Asset Management LLC | 1,150 | $39.4K | 0.03% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,190 | $40.0K | 0.00% | −9,188−88.5% | Reduced |
| Pathstone Family Office, LLC | 18,427 | $41.0K | 0.00% | +18,427 | New |
| HM Payson & Co | 1,225 | $42.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 1,260 | $43.2K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,323 | $45.4K | 0.00% | +338+34.3% | Added |
| Fifth Third Bancorp | 1,399 | $48.0K | 0.00% | +95+7.3% | Added |
| IFP Advisors, Inc | 1,718 | $48.0K | 0.00% | −28,553−94.3% | Reduced |
| GWM Advisors LLC | 2,003 | $51.4K | 0.00% | +2,003 | New |
| Steward Partners Investment Advisory, LLC | 1,500 | $51.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,604 | $55.0K | 0.00% | −127−7.3% | Reduced |
| Geneos Wealth Management Inc. | 1,630 | $55.9K | 0.00% | −60−3.6% | Reduced |
| Harbour Investments, Inc. | 1,729 | $59.3K | 0.00% | −185−9.7% | Reduced |
| Institutional & Family Asset Management, LLC | 1,813 | $62.1K | 0.01% | −163−8.2% | Reduced |
| Kapitalo Investimentos Ltda | 1,924 | $63.0K | 0.05% | +1,924 | New |
| Glassman Wealth Services | 1,853 | $63.5K | 0.01% | +6+0.3% | Added |
| Ronald Blue Trust, Inc. | 2,245 | $66.0K | 0.00% | +689+44.3% | Added |
| Nomura Asset Management Co Ltd | 2,250 | $73.7K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,151 | $73.7K | 0.01% | +225+11.7% | Added |
| Exchange Traded Concepts, LLC | 2,402 | $82.3K | 0.00% | +899+59.8% | Added |