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, Q1 2023
Institutional positions in Jefferies Financial Group Inc. as of Mar 31, 2023. 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
- 464
- −3 vs. Q4 2022
- Shares held
- 148.6M
- −3.04M (−2.0%) vs. Q4 2022
- Total value
- $4.69B
- −$504.9M (−9.7%) vs. Q4 2022
- New holders
- 55
- 140 more added
- Sold out
- 58
- 174 more reduced
4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Jefferies Financial Group Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 4 | $0 | 0.00% | −5−55.6% | Reduced |
| Capital Advisors, Ltd. LLC | 7 | $0 | 0.00% | −1−12.5% | Reduced |
| Avion Wealth | 14 | $0 | 0.00% | +14 | New |
| Huntington National Bank | 1 | $32 | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 3 | $95 | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 3 | $96 | 0.00% | +3 | New |
| Wolff Wiese Magana LLC | 5 | $159 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 7 | $223 | 0.00% | +7 | New |
| Sageworth Trust Co | 8 | $254 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 10 | $317 | 0.00% | +10 | New |
| Tfo-TDC, LLC | 14 | $444 | 0.00% | +13+1,300.0% | Added |
| Prestige Wealth Management Group LLC | 15 | $477 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 21 | $667 | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 33 | $1.05K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 35 | $1.11K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 36 | $1.13K | 0.00% | +1+2.9% | Added |
| Zions Bancorporation, N.A. | 42 | $1.33K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 51 | $1.63K | 0.00% | −3,162−98.4% | Reduced |
| Amundi | 53 | $1.65K | 0.00% | −2,999−98.3% | Reduced |
| Disciplined Investments, LLC | 54 | $1.71K | 0.00% | 00.0% | Unchanged |
| American National Bank | 61 | $1.94K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 65 | $2.06K | 0.00% | +23+54.8% | Added |
| SJS Investment Consulting Inc. | 66 | $2.10K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 68 | $2.16K | 0.00% | −15−18.1% | Reduced |
| Global Retirement Partners, LLC | 74 | $2.24K | 0.00% | −96−56.5% | Reduced |
| EverSource Wealth Advisors, LLC | 79 | $2.51K | 0.00% | +46+139.4% | Added |
| Farmers & Merchants Investments Inc | 86 | $2.73K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 91 | $2.89K | 0.00% | +91 | New |
| Grove Bank & Trust | 100 | $3.17K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 114 | $3.62K | 0.00% | +55+93.2% | Added |
| Benjamin Edwards Inc | 130 | $4.00K | 0.00% | +130 | New |
| Private Trust Co NA | 133 | $4.22K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 140 | $4.44K | 0.00% | −126−47.4% | Reduced |
| JDM Financial Group LLC | 149 | $4.73K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 150 | $4.76K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 196 | $6.22K | 0.00% | −9,508−98.0% | Reduced |
| Whittier Trust Co | 201 | $6.38K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 216 | $6.86K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 217 | $6.89K | 0.00% | −29−11.8% | Reduced |
| Steward Financial Group LLC | 230 | $7.00K | 0.00% | +134+139.6% | Added |
| JFS Wealth Advisors, LLC | 222 | $7.05K | 0.00% | −11−4.7% | Reduced |
| Lazard Asset Management LLC | 260 | $8.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 272 | $8.63K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 293 | $9.00K | 0.00% | +1+0.3% | Added |
| Creative Financial Designs Inc | 288 | $9.14K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 288 | $9.14K | 0.00% | −13−4.3% | Reduced |
| Lindbrook Capital, LLC | 316 | $10.0K | 0.00% | +62+24.4% | Added |
| GHP Investment Advisors, Inc. | 320 | $10.2K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 321 | $10.2K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 340 | $10.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 349 | $11.1K | 0.00% | −16−4.4% | Reduced |
| First Horizon Advisors, Inc. | 370 | $11.7K | 0.00% | +82+28.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 375 | $12.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 405 | $12.9K | 0.00% | −6,141−93.8% | Reduced |
| Cutler Group LP | 437 | $13.0K | 0.00% | +261+148.3% | Added |
| Bessemer Group Inc | 432 | $13.0K | 0.00% | +292+208.6% | Added |
| Banque Cantonale Vaudoise | 417 | $13.0K | 0.00% | +417 | New |
| Westside Investment Management, Inc. | 421 | $13.4K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 431 | $13.7K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 433 | $13.7K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 434 | $14.0K | 0.00% | +434 | New |
| North Star Investment Management Corp. | 460 | $14.6K | 0.00% | −40−8.0% | Reduced |
| Central Trust Co | 500 | $15.9K | 0.00% | −80−13.8% | Reduced |
| GWM Advisors LLC | 504 | $16.0K | 0.00% | −1,499−74.8% | Reduced |
| Manchester Capital Management LLC | 513 | $16.3K | 0.00% | 00.0% | Unchanged |
| Belmont Capital, LLC | 535 | $17.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 600 | $19.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 626 | $19.9K | 0.00% | +300+92.0% | Added |
| Deseret Mutual Benefit Administrators | 652 | $20.7K | 0.01% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 655 | $20.8K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 679 | $21.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 746 | $23.7K | 0.00% | +40+5.7% | Added |
| Hanson & Doremus Investment Management | 760 | $24.0K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 900 | $29.0K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 958 | $30.0K | 0.00% | +383+66.6% | Added |
| IFP Advisors, Inc | 1,368 | $30.2K | 0.00% | −350−20.4% | Reduced |
| Belpointe Asset Management LLC | 1,147 | $36.4K | 0.00% | +415+56.7% | Added |
| Byrne Asset Management LLC | 1,150 | $37.0K | 0.03% | 00.0% | Unchanged |
| HM Payson & Co | 1,225 | $38.9K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 1,260 | $40.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,500 | $47.6K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,506 | $47.8K | 0.00% | +183+13.8% | Added |
| Geneos Wealth Management Inc. | 1,630 | $51.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,729 | $54.9K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,853 | $58.8K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,920 | $60.9K | 0.00% | +316+19.7% | Added |
| Ridgewood Investments LLC | 2,200 | $69.8K | 0.04% | +2,200 | New |
| Nomura Asset Management Co Ltd | 2,250 | $71.4K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,276 | $72.2K | 0.00% | +877+62.7% | Added |
| Covestor Ltd | 2,449 | $78.0K | 0.07% | −1,014−29.3% | Reduced |
| Simplex Trading, LLC | 2,512 | $79.0K | 0.00% | +2,512 | New |
| Glen Eagle Advisors, LLC | 2,553 | $81.0K | 0.02% | +5+0.2% | Added |
| Colonial Trust Co | 2,578 | $81.8K | 0.02% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2,689 | $85.3K | 0.01% | +876+48.3% | Added |
| Ameritas Advisory Services, LLC | 2,820 | $87.6K | 0.00% | +2,820 | New |
| Exchange Traded Concepts, LLC | 2,837 | $90.0K | 0.00% | +435+18.1% | Added |
| Newbridge Financial Services Group, Inc. | 2,900 | $92.0K | 0.05% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 2,990 | $94.9K | 0.03% | +1,066+55.4% | Added |
| Stonebridge Capital Advisors LLC | 3,000 | $95.2K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 3,025 | $96.0K | 0.03% | 00.0% | Unchanged |