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 |
|---|---|---|---|---|---|
| Glen Eagle Advisors, LLC | 2,548 | $87.3K | 0.02% | +5+0.2% | Added |
| Colonial Trust Co | 2,578 | $88.4K | 0.02% | +2,578 | New |
| Spire Wealth Management | 2,630 | $90.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,900 | $99.4K | 0.06% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 3,000 | $102.8K | 0.01% | +3,000 | New |
| Compass Wealth Management LLC | 3,025 | $103.7K | 0.03% | +3,025 | New |
| Altshuler Shaham Ltd | 3,079 | $105.5K | 0.00% | −981−24.2% | Reduced |
| AXS Investments LLC | 3,130 | $107.3K | 0.04% | +3,130 | New |
| Monetary Management Group Inc | 3,200 | $109.7K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3,213 | $110.1K | 0.01% | +10.0% | Added |
| Harvest Fund Management Co., Ltd | 3,306 | $113.0K | 0.03% | +2,855+633.0% | Added |
| Advisory Services Network, LLC | 3,467 | $118.8K | 0.00% | +3,467 | New |
| Covestor Ltd | 3,463 | $119.0K | 0.10% | −232−6.3% | Reduced |
| Amundi | 3,052 | $120.4K | 0.00% | +2,999+5,658.5% | Added |
| US Asset Management LLC | 4,175 | $143.0K | 0.15% | +4,175 | New |
| PEAK6 Investments LLC | 4,448 | $152.5K | 0.01% | −14,909−77.0% | Reduced |
| C M Bidwell & Associates Ltd | 4,474 | $153.4K | 0.12% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,537 | $155.5K | 0.00% | +138+3.1% | Added |
| Vestor Capital, LLC | 4,646 | $159.0K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 4,867 | $166.8K | 0.00% | +400+9.0% | Added |
| Pittenger & Anderson Inc | 5,000 | $171.4K | 0.01% | +3,500+233.3% | Added |
| Quent Capital, LLC | 5,342 | $183.2K | 0.03% | −112−2.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,562 | $190.6K | 0.01% | +84+1.5% | Added |
| Nations Financial Group Inc, | 5,884 | $201.7K | 0.02% | +5,884 | New |
| Raymond James Financial Services Advisors, Inc. | 5,953 | $204.1K | 0.00% | +5,953 | New |
| Northwestern Mutual Wealth Management Co | 5,960 | $204.3K | 0.00% | +1,324+28.6% | Added |
| Searle & Co. | 6,000 | $205.7K | 0.07% | +6,000 | New |
| Aspiriant, LLC | 6,073 | $208.2K | 0.01% | +6,073 | New |
| MKT Advisors LLC | 5,293 | $208.8K | 0.16% | +5,293 | New |
| First Heartland Consultants, Inc. | 6,124 | $209.9K | 0.03% | +6,124 | New |
| MAI Capital Management | 6,200 | $212.5K | 0.00% | +6,200 | New |
| Country Club Bank | 6,211 | $212.9K | 0.02% | +6,211 | New |
| Checchi Capital Advisers, LLC | 6,277 | $215.2K | 0.02% | +6,277 | New |
| Cooper Financial Group | 6,303 | $216.1K | 0.07% | +6,303 | New |
| Carnegie Capital Asset Management, LLC | 6,445 | $220.9K | 0.01% | +6,445 | New |
| Assetmark, Inc | 6,546 | $224.4K | 0.00% | −6,650−50.4% | Reduced |
| Ci Investments Inc. | 6,645 | $228.0K | 0.00% | +3,734+128.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 6,655 | $228.0K | 0.00% | +6,655 | New |
| Bayesian Capital Management, LP | 6,752 | $231.5K | 0.03% | +6,752 | New |
| Forum Financial Management, LP | 6,961 | $238.6K | 0.01% | −737−9.6% | Reduced |
| Profund Advisors LLC | 6,962 | $238.7K | 0.02% | −156−2.2% | Reduced |
| Greenleaf Trust | 6,983 | $239.0K | 0.00% | +6,983 | New |
| Meeder Advisory Services, Inc. | 7,012 | $240.4K | 0.03% | +7,012 | New |
| CIBC Asset Management Inc | 7,144 | $244.9K | 0.00% | −3,595−33.5% | Reduced |
| Apexium Financial, LP | 7,163 | $245.5K | 0.03% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 7,218 | $247.4K | 0.00% | +7,218 | New |
| Coldstream Capital Management Inc | 7,298 | $250.2K | 0.01% | +7,298 | New |
| Umb Bank N A | 7,358 | $252.0K | 0.00% | −197−2.6% | Reduced |
| Wellington Management Group LLP | 7,358 | $252.2K | 0.00% | −1,649−18.3% | Reduced |
| Yorktown Management & Research Co Inc | 7,400 | $253.7K | 0.31% | +7,400 | New |
| Evergreen Capital Management LLC | 7,456 | $255.6K | 0.01% | +7,456 | New |
| Boston Trust Walden Corp | 7,500 | $257.1K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 7,546 | $258.7K | 0.04% | −473−5.9% | Reduced |
| Verition Fund Management LLC | 7,611 | $260.9K | 0.01% | −206,776−96.4% | Reduced |
| Tower Research Capital LLC (TRC) | 7,696 | $263.0K | 0.01% | −876−10.2% | Reduced |
| Veritable, L.P. | 7,673 | $263.0K | 0.00% | +7,673 | New |
| Am Investment Strategies LLC | 7,899 | $271.0K | 0.10% | −641−7.5% | Reduced |
| Lincoln National Corp | 8,031 | $275.3K | 0.01% | +8,031 | New |
| SMH Capital Advisors Inc | 8,175 | $280.2K | 0.41% | −20.0% | Reduced |
| Convergence Investment Partners, LLC | 8,374 | $287.1K | 0.17% | +8,374 | New |
| Mariner, LLC | 8,649 | $296.0K | 0.00% | +106+1.2% | Added |
| MML Investors Services, LLC | 8,693 | $298.0K | 0.00% | +8,693 | New |
| Sigma Planning Corp | 8,779 | $301.0K | 0.01% | −280−3.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 8,991 | $308.2K | 0.01% | −1,152−11.4% | Reduced |
| Baker Ellis Asset Management LLC | 9,000 | $308.5K | 0.06% | +9,000 | New |
| Avantax Advisory Services, Inc. | 9,024 | $309.3K | 0.00% | −952−9.5% | Reduced |
| Wade G W & Inc | 9,248 | $317.0K | 0.01% | +408+4.6% | Added |
| Shelton Capital Management | 9,522 | $326.4K | 0.03% | −547−5.4% | Reduced |
| Atlas Capital Advisors LLC | 9,704 | $332.7K | 0.06% | +9,704 | New |
| Stratos Wealth Partners, LTD. | 9,791 | $335.7K | 0.01% | −21−0.2% | Reduced |
| Prescott Group Capital Management, L.L.C. | 10,000 | $343.0K | 0.07% | +10,000 | New |
| Federation des caisses Desjardins du Quebec | 10,255 | $351.5K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 10,599 | $363.3K | 0.00% | −19,066−64.3% | Reduced |
| CBOE Vest Financial, LLC | 10,852 | $372.0K | 0.06% | +10,852 | New |
| D. E. Shaw & Co., Inc. | 11,144 | $382.0K | 0.00% | −114,619−91.1% | Reduced |
| Creative Planning | 11,192 | $383.7K | 0.00% | −128−1.1% | Reduced |
| Bamco Inc | 11,200 | $383.9K | 0.00% | 00.0% | Unchanged |
| Connable Office Inc | 11,200 | $384.0K | 0.05% | 00.0% | Unchanged |
| National Asset Management, Inc. | 11,568 | $396.5K | 0.01% | +708+6.5% | Added |
| Engineers Gate Manager LP | 11,691 | $400.8K | 0.02% | +11,691 | New |
| HMS Capital Management, LLC | 11,692 | $400.8K | 0.27% | −81−0.7% | Reduced |
| Catalyst Financial Partners LLC | 11,758 | $403.1K | 0.21% | +11,758 | New |
| Ethic Inc. | 11,786 | $404.0K | 0.02% | +2,625+28.7% | Added |
| AdvisorShares Investments LLC | 12,049 | $413.0K | 0.12% | +12,049 | New |
| Jefferies Financial Group Inc. | 12,173 | $417.3K | 0.01% | +12,173 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 12,212 | $417.9K | 0.00% | −758−5.8% | Reduced |
| Winton Group Ltd | 12,647 | $433.5K | 0.03% | −1,512−10.7% | Reduced |
| Wedbush Securities Inc | 12,728 | $436.0K | 0.02% | 00.0% | Unchanged |
| Unio Capital LLC | 13,000 | $445.6K | 0.25% | +13,000 | New |
| Western Wealth Management, LLC | 13,173 | $451.6K | 0.05% | −939−6.7% | Reduced |
| Lido Advisors, LLC | 13,494 | $462.6K | 0.01% | +13,494 | New |
| Davenport & Co LLC | 13,660 | $468.0K | 0.00% | +800+6.2% | Added |
| Huber Capital Management LLC | 14,100 | $483.3K | 0.12% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 14,541 | $498.5K | 0.00% | −34,401−70.3% | Reduced |
| Carmel Capital Partners, LLC | 14,680 | $503.2K | 0.35% | +3,500+31.3% | Added |
| King Luther Capital Management Corp | 14,858 | $509.3K | 0.00% | −50−0.3% | Reduced |
| Harbor Advisors LLC | 15,000 | $514.2K | 0.13% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 15,040 | $515.6K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 15,099 | $518.0K | 0.02% | −3,166−17.3% | Reduced |
| Ancora Advisors, LLC | 15,100 | $518.0K | 0.02% | +6,000+65.9% | Added |