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 |
|---|---|---|---|---|---|
| Central Trust Co | 580 | $19.9K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 555 | $19.0K | 0.00% | +555 | New |
| Belmont Capital, LLC | 535 | $18.0K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 513 | $17.6K | 0.00% | −436−45.9% | Reduced |
| North Star Investment Management Corp. | 500 | $17.1K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 433 | $14.8K | 0.00% | +73+20.3% | Added |
| Legacy Bridge, LLC | 431 | $14.8K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 421 | $14.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 365 | $13.0K | 0.00% | +92+33.7% | Added |
| 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 |
| Trust Co of Vermont | 326 | $11.2K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 321 | $11.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 320 | $11.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 301 | $10.3K | 0.00% | +56+22.9% | Added |
| Rockefeller Capital Management L.P. | 318 | $10.0K | 0.00% | +1+0.3% | Added |
| TSFG, LLC | 292 | $10.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 288 | $9.87K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 288 | $9.87K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 279 | $9.56K | 0.00% | +279 | New |
| TD Private Client Wealth LLC | 272 | $9.32K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 266 | $9.12K | 0.00% | +46+20.9% | Added |
| Arcus Capital Partners, LLC | 260 | $8.91K | 0.00% | +260 | New |
| Lindbrook Capital, LLC | 254 | $8.71K | 0.00% | −6−2.3% | Reduced |
| Bell Investment Advisors, Inc | 246 | $8.43K | 0.00% | +44+21.8% | Added |
| Lazard Asset Management LLC | 260 | $8.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 233 | $7.99K | 0.00% | +13+5.9% | Added |
| Schubert & Co | 216 | $7.40K | 0.01% | +14+6.9% | Added |
| Whittier Trust Co | 201 | $6.89K | 0.00% | −450−69.1% | Reduced |
| Cutler Group LP | 176 | $6.00K | 0.00% | +176 | New |
| Global Retirement Partners, LLC | 170 | $5.83K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 162 | $5.60K | 0.00% | −6,194−97.5% | Reduced |
| Earnest Partners LLC | 150 | $5.14K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 149 | $5.11K | 0.00% | +149 | New |
| Private Trust Co NA | 133 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 140 | $5.00K | 0.00% | +140 | New |
| Beaird Harris Wealth Management, LLC | 102 | $3.50K | 0.00% | +102 | 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 |
| Quarry LP | 87 | $2.98K | 0.00% | +87 | New |
| Farmers & Merchants Investments Inc | 86 | $2.95K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 83 | $2.85K | 0.00% | +58+232.0% | Added |
| SJS Investment Consulting Inc. | 66 | $2.26K | 0.00% | +22+50.0% | Added |
| CoreCap Advisors, LLC | 65 | $2.23K | 0.00% | +65 | New |
| Lee Financial Co | 59 | $2.02K | 0.00% | 00.0% | Unchanged |
| American National Bank | 61 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 54 | $1.85K | 0.00% | −1−1.8% | Reduced |
| CIBC Private Wealth Group, LLC | 53,582 | $1.84K | 0.00% | −10,000−15.7% | Reduced |
| Zions Bancorporation, N.A. | 42 | $1.44K | 0.00% | −61−59.2% | Reduced |
| Versant Capital Management, Inc | 42 | $1.44K | 0.00% | +42 | New |
| Hollencrest Capital Management | 35 | $1.21K | 0.00% | +35 | New |
| Baker Avenue Asset Management, LP | 35 | $1.20K | 0.00% | +35 | New |
| EverSource Wealth Advisors, LLC | 33 | $1.13K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 33 | $1.13K | 0.00% | +33 | New |
| Sutton Wealth Advisors Inc. | 23 | $788 | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 20 | $785 | 0.00% | +20 | New |
| RFP Financial Group LLC | 21 | $720 | 0.00% | +21 | New |
| Romano Brothers and Company | 20 | $686 | 0.00% | +20 | New |
| Aua Capital Management, LLC | 17 | $583 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 15 | $514 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 12 | $411 | 0.00% | +12 | New |
| Wolff Wiese Magana LLC | 5 | $171 | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 3 | $102 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 34 | $96 | 0.00% | +34 | New |
| Huntington National Bank | 1 | $34 | 0.00% | 00.0% | Unchanged |
| 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 |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | – | – | +1 | New |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −191,674−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −118,119−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −98,778−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −87,360−100.0% | Sold out |
| Monarch Partners Asset Management LLC | 0 | $0 | 0.00% | −78,075−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −74,135−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −31,243−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −29,489−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −24,452−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −21,907−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −18,857−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −14,297−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −13,760−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −12,885−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −9,528−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −8,703−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −8,225−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −8,077−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −7,700−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −7,385−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −7,403−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −394−100.0% | Sold out |
| Elkhorn Partners Limited Partnership | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Agf Investments Inc. | – | – | – | – | Not filed |
| Eaton Vance Management | – | – | – | – | Not filed |
| CPWM, LLC | – | – | – | – | Not filed |