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 |
|---|---|---|---|---|---|
| Atlas Capital Advisors LLC | 9,704 | $332.7K | 0.06% | +9,704 | New |
| Shelton Capital Management | 9,522 | $326.4K | 0.03% | −547−5.4% | Reduced |
| Wade G W & Inc | 9,248 | $317.0K | 0.01% | +408+4.6% | Added |
| Avantax Advisory Services, Inc. | 9,024 | $309.3K | 0.00% | −952−9.5% | Reduced |
| Baker Ellis Asset Management LLC | 9,000 | $308.5K | 0.06% | +9,000 | New |
| Buckingham Strategic Wealth, LLC | 8,991 | $308.2K | 0.01% | −1,152−11.4% | Reduced |
| Sigma Planning Corp | 8,779 | $301.0K | 0.01% | −280−3.1% | Reduced |
| MML Investors Services, LLC | 8,693 | $298.0K | 0.00% | +8,693 | New |
| Mariner, LLC | 8,649 | $296.0K | 0.00% | +106+1.2% | Added |
| Convergence Investment Partners, LLC | 8,374 | $287.1K | 0.17% | +8,374 | New |
| SMH Capital Advisors Inc | 8,175 | $280.2K | 0.41% | −20.0% | Reduced |
| Lincoln National Corp | 8,031 | $275.3K | 0.01% | +8,031 | New |
| Am Investment Strategies LLC | 7,899 | $271.0K | 0.10% | −641−7.5% | Reduced |
| Veritable, L.P. | 7,673 | $263.0K | 0.00% | +7,673 | New |
| Tower Research Capital LLC (TRC) | 7,696 | $263.0K | 0.01% | −876−10.2% | Reduced |
| Verition Fund Management LLC | 7,611 | $260.9K | 0.01% | −206,776−96.4% | Reduced |
| Crewe Advisors LLC | 7,546 | $258.7K | 0.04% | −473−5.9% | Reduced |
| Boston Trust Walden Corp | 7,500 | $257.1K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 7,456 | $255.6K | 0.01% | +7,456 | New |
| Yorktown Management & Research Co Inc | 7,400 | $253.7K | 0.31% | +7,400 | New |
| Wellington Management Group LLP | 7,358 | $252.2K | 0.00% | −1,649−18.3% | Reduced |
| Umb Bank N A | 7,358 | $252.0K | 0.00% | −197−2.6% | Reduced |
| Coldstream Capital Management Inc | 7,298 | $250.2K | 0.01% | +7,298 | New |
| Vontobel Holding Ltd. | 7,218 | $247.4K | 0.00% | +7,218 | New |
| Apexium Financial, LP | 7,163 | $245.5K | 0.03% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 7,144 | $244.9K | 0.00% | −3,595−33.5% | Reduced |
| Meeder Advisory Services, Inc. | 7,012 | $240.4K | 0.03% | +7,012 | New |
| Greenleaf Trust | 6,983 | $239.0K | 0.00% | +6,983 | New |
| Profund Advisors LLC | 6,962 | $238.7K | 0.02% | −156−2.2% | Reduced |
| Forum Financial Management, LP | 6,961 | $238.6K | 0.01% | −737−9.6% | Reduced |
| Bayesian Capital Management, LP | 6,752 | $231.5K | 0.03% | +6,752 | New |
| 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 |
| Assetmark, Inc | 6,546 | $224.4K | 0.00% | −6,650−50.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 6,445 | $220.9K | 0.01% | +6,445 | New |
| Cooper Financial Group | 6,303 | $216.1K | 0.07% | +6,303 | New |
| Checchi Capital Advisers, LLC | 6,277 | $215.2K | 0.02% | +6,277 | New |
| Country Club Bank | 6,211 | $212.9K | 0.02% | +6,211 | New |
| MAI Capital Management | 6,200 | $212.5K | 0.00% | +6,200 | New |
| First Heartland Consultants, Inc. | 6,124 | $209.9K | 0.03% | +6,124 | New |
| MKT Advisors LLC | 5,293 | $208.8K | 0.16% | +5,293 | New |
| Aspiriant, LLC | 6,073 | $208.2K | 0.01% | +6,073 | New |
| Searle & Co. | 6,000 | $205.7K | 0.07% | +6,000 | New |
| Northwestern Mutual Wealth Management Co | 5,960 | $204.3K | 0.00% | +1,324+28.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 5,953 | $204.1K | 0.00% | +5,953 | New |
| Nations Financial Group Inc, | 5,884 | $201.7K | 0.02% | +5,884 | New |
| Whittier Trust Co of Nevada Inc | 5,562 | $190.6K | 0.01% | +84+1.5% | Added |
| Quent Capital, LLC | 5,342 | $183.2K | 0.03% | −112−2.1% | Reduced |
| Pittenger & Anderson Inc | 5,000 | $171.4K | 0.01% | +3,500+233.3% | Added |
| Cullen/Frost Bankers, Inc. | 4,867 | $166.8K | 0.00% | +400+9.0% | Added |
| Vestor Capital, LLC | 4,646 | $159.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,537 | $155.5K | 0.00% | +138+3.1% | Added |
| C M Bidwell & Associates Ltd | 4,474 | $153.4K | 0.12% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 4,448 | $152.5K | 0.01% | −14,909−77.0% | Reduced |
| US Asset Management LLC | 4,175 | $143.0K | 0.15% | +4,175 | New |
| Amundi | 3,052 | $120.4K | 0.00% | +2,999+5,658.5% | Added |
| Covestor Ltd | 3,463 | $119.0K | 0.10% | −232−6.3% | Reduced |
| Advisory Services Network, LLC | 3,467 | $118.8K | 0.00% | +3,467 | New |
| Harvest Fund Management Co., Ltd | 3,306 | $113.0K | 0.03% | +2,855+633.0% | Added |
| Bogart Wealth, LLC | 3,213 | $110.1K | 0.01% | +10.0% | Added |
| Monetary Management Group Inc | 3,200 | $109.7K | 0.03% | 00.0% | Unchanged |
| AXS Investments LLC | 3,130 | $107.3K | 0.04% | +3,130 | New |
| Altshuler Shaham Ltd | 3,079 | $105.5K | 0.00% | −981−24.2% | Reduced |
| Compass Wealth Management LLC | 3,025 | $103.7K | 0.03% | +3,025 | New |
| Stonebridge Capital Advisors LLC | 3,000 | $102.8K | 0.01% | +3,000 | New |
| Newbridge Financial Services Group, Inc. | 2,900 | $99.4K | 0.06% | 00.0% | Unchanged |
| Spire Wealth Management | 2,630 | $90.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 2,578 | $88.4K | 0.02% | +2,578 | New |
| Glen Eagle Advisors, LLC | 2,548 | $87.3K | 0.02% | +5+0.2% | Added |
| Exchange Traded Concepts, LLC | 2,402 | $82.3K | 0.00% | +899+59.8% | Added |
| Quadrant Capital Group LLC | 2,151 | $73.7K | 0.01% | +225+11.7% | Added |
| Nomura Asset Management Co Ltd | 2,250 | $73.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,245 | $66.0K | 0.00% | +689+44.3% | Added |
| Glassman Wealth Services | 1,853 | $63.5K | 0.01% | +6+0.3% | Added |
| Kapitalo Investimentos Ltda | 1,924 | $63.0K | 0.05% | +1,924 | New |
| Institutional & Family Asset Management, LLC | 1,813 | $62.1K | 0.01% | −163−8.2% | Reduced |
| Harbour Investments, Inc. | 1,729 | $59.3K | 0.00% | −185−9.7% | Reduced |
| Geneos Wealth Management Inc. | 1,630 | $55.9K | 0.00% | −60−3.6% | Reduced |
| Parallel Advisors, LLC | 1,604 | $55.0K | 0.00% | −127−7.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,500 | $51.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,003 | $51.4K | 0.00% | +2,003 | New |
| IFP Advisors, Inc | 1,718 | $48.0K | 0.00% | −28,553−94.3% | Reduced |
| Fifth Third Bancorp | 1,399 | $48.0K | 0.00% | +95+7.3% | Added |
| Ellevest, Inc. | 1,323 | $45.4K | 0.00% | +338+34.3% | Added |
| Albion Financial Group | 1,260 | $43.2K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,225 | $42.0K | 0.00% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 18,427 | $41.0K | 0.00% | +18,427 | New |
| Acadian Asset Management LLC | 1,190 | $40.0K | 0.00% | −9,188−88.5% | Reduced |
| Byrne Asset Management LLC | 1,150 | $39.4K | 0.03% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,000 | $34.3K | 0.01% | +1,000 | New |
| Pin Oak Investment Advisors Inc | 900 | $31.0K | 0.04% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 760 | $26.0K | 0.01% | −50−6.2% | Reduced |
| Belpointe Asset Management LLC | 732 | $25.1K | 0.00% | +732 | New |
| Allworth Financial LP | 706 | $24.2K | 0.00% | +87+14.1% | Added |
| Cambridge Trust Co | 679 | $23.0K | 0.00% | −268−28.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 669 | $22.9K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 652 | $22.4K | 0.01% | −723−52.6% | Reduced |
| JCIC Asset Management Inc. | 655 | $22.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 600 | $21.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 575 | $20.0K | 0.00% | +150+35.3% | Added |