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 |
|---|---|---|---|---|---|
| Monetary Management Group Inc | 3,200 | $101.6K | 0.03% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 3,240 | $102.8K | 0.00% | +161+5.2% | Added |
| Harvest Fund Management Co., Ltd | 3,306 | $105.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 3,570 | $113.3K | 0.00% | +940+35.7% | Added |
| Advisory Services Network, LLC | 3,624 | $115.0K | 0.00% | +157+4.5% | Added |
| Quadrant Capital Group LLC | 3,962 | $125.8K | 0.01% | +1,811+84.2% | Added |
| C M Bidwell & Associates Ltd | 4,174 | $132.5K | 0.10% | −300−6.7% | Reduced |
| US Asset Management LLC | 4,175 | $133.0K | 0.14% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 4,156 | $143.0K | 0.00% | +1,911+85.1% | Added |
| Signaturefd, LLC | 4,620 | $146.7K | 0.00% | +83+1.8% | Added |
| Vestor Capital, LLC | 4,646 | $147.0K | 0.02% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 4,800 | $152.4K | 0.00% | +4,800 | New |
| Cullen/Frost Bankers, Inc. | 4,816 | $152.9K | 0.00% | −51−1.0% | Reduced |
| Pittenger & Anderson Inc | 5,000 | $158.7K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 5,478 | $173.8K | 0.01% | −84−1.5% | Reduced |
| Quent Capital, LLC | 6,041 | $191.5K | 0.03% | +699+13.1% | Added |
| Pecaut & Co. | 6,350 | $201.5K | 0.09% | +6,350 | New |
| Cooper Financial Group | 6,354 | $201.7K | 0.05% | +51+0.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 6,397 | $203.0K | 0.00% | −258−3.9% | Reduced |
| Meeder Advisory Services, Inc. | 6,400 | $203.1K | 0.02% | −612−8.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 6,445 | $204.6K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 6,650 | $211.1K | 0.02% | +373+5.9% | Added |
| Measured Wealth Private Client Group, LLC | 6,655 | $211.2K | 0.08% | +6,655 | New |
| Ci Investments Inc. | 6,681 | $212.0K | 0.00% | +36+0.5% | Added |
| Bridgewater Associates, LP | 6,851 | $217.5K | 0.00% | −143,759−95.5% | Reduced |
| Greenleaf Trust | 6,898 | $218.9K | 0.00% | −85−1.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,923 | $219.7K | 0.00% | +963+16.2% | Added |
| Baker Ellis Asset Management LLC | 7,000 | $222.2K | 0.04% | −2,000−22.2% | Reduced |
| Mastrapasqua Asset Management Inc | 7,035 | $223.3K | 0.03% | +7,035 | New |
| Forum Financial Management, LP | 7,037 | $223.4K | 0.01% | +76+1.1% | Added |
| Coldstream Capital Management Inc | 7,087 | $224.9K | 0.01% | −211−2.9% | Reduced |
| Apexium Financial, LP | 7,163 | $227.4K | 0.02% | 00.0% | Unchanged |
| Veritable, L.P. | 7,255 | $230.3K | 0.00% | −418−5.4% | Reduced |
| Pinnacle Associates Ltd | 7,300 | $231.7K | 0.00% | +7,300 | New |
| Umb Bank N A | 7,358 | $233.5K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 7,369 | $233.9K | 0.00% | −3,230−30.5% | Reduced |
| Yorktown Management & Research Co Inc | 7,400 | $234.9K | 0.25% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 7,499 | $238.0K | 0.06% | +7,499 | New |
| Boston Trust Walden Corp | 7,500 | $238.1K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 7,546 | $239.5K | 0.03% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 7,600 | $241.2K | 0.36% | +7,600 | New |
| Sigma Planning Corp | 7,679 | $243.8K | 0.01% | −1,100−12.5% | Reduced |
| Magnetar Financial LLC | 7,726 | $245.2K | 0.00% | +7,726 | New |
| SMH Capital Advisors Inc | 7,840 | $251.0K | 1.49% | −335−4.1% | Reduced |
| Lincoln National Corp | 8,054 | $255.6K | 0.01% | +23+0.3% | Added |
| Laurion Capital Management LP | 8,333 | $264.5K | 0.01% | +8,333 | New |
| Acrisure Capital Management, LLC | 8,674 | $275.3K | 0.28% | +8,674 | New |
| Walleye Trading LLC | 8,824 | $280.1K | 0.01% | −15,869−64.3% | Reduced |
| Raymond James Trust N.A. | 9,023 | $286.0K | 0.01% | +9,023 | New |
| Shelton Capital Management | 9,089 | $288.5K | 0.01% | −433−4.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 9,120 | $289.5K | 0.03% | −17,914−66.3% | Reduced |
| Stratos Wealth Partners, LTD. | 9,143 | $290.2K | 0.01% | −648−6.6% | Reduced |
| Davenport & Co LLC | 9,160 | $290.7K | 0.00% | −4,500−32.9% | Reduced |
| Wade G W & Inc | 9,228 | $293.0K | 0.01% | −20−0.2% | Reduced |
| Pacer Advisors, Inc. | 9,299 | $295.1K | 0.00% | −33,619−78.3% | Reduced |
| Avantax Advisory Services, Inc. | 9,328 | $296.1K | 0.00% | +304+3.4% | Added |
| Buckingham Strategic Wealth, LLC | 8,991 | $308.2K | 0.01% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 9,993 | $317.2K | 0.20% | −1,699−14.5% | Reduced |
| Wolverine Trading, LLC | 10,489 | $325.0K | 0.01% | +10,489 | New |
| Federation des caisses Desjardins du Quebec | 10,255 | $325.5K | 0.00% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 10,300 | $326.9K | 0.01% | −160,829−94.0% | Reduced |
| Sculati Wealth Management, LLC | 10,330 | $327.9K | 0.17% | −6,050−36.9% | Reduced |
| MAI Capital Management | 10,428 | $331.0K | 0.01% | +4,228+68.2% | Added |
| Verition Fund Management LLC | 10,587 | $336.0K | 0.01% | +2,976+39.1% | Added |
| ProShare Advisors LLC | 10,764 | $341.6K | 0.00% | −14,517−57.4% | Reduced |
| United Services Automobile Association | 10,994 | $348.9K | 0.01% | −9,703−46.9% | Reduced |
| Wellington Management Group LLP | 11,023 | $349.9K | 0.00% | +3,665+49.8% | Added |
| Quadrature Capital Ltd | 11,153 | $353.8K | 0.01% | +11,153 | New |
| Connable Office Inc | 11,200 | $355.5K | 0.05% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 11,200 | $355.5K | 0.02% | +6,752+151.8% | Added |
| Mariner, LLC | 11,253 | $357.0K | 0.00% | +2,604+30.1% | Added |
| Fox Run Management, L.L.C. | 11,334 | $359.7K | 0.12% | +11,334 | New |
| Ethic Inc. | 11,568 | $367.2K | 0.01% | −218−1.8% | Reduced |
| Catalyst Financial Partners LLC | 11,789 | $374.2K | 0.16% | +31+0.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 12,019 | $381.5K | 0.00% | −193−1.6% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 12,182 | $386.7K | 0.01% | +12,182 | New |
| Winton Group Ltd | 12,463 | $395.6K | 0.02% | −184−1.5% | Reduced |
| Creative Planning | 12,597 | $399.8K | 0.00% | +1,405+12.6% | Added |
| Western Wealth Management, LLC | 13,277 | $421.4K | 0.04% | +104+0.8% | Added |
| D. E. Shaw & Co., Inc. | 13,401 | $425.3K | 0.00% | +2,257+20.3% | Added |
| Twin Tree Management, LP | 13,495 | $428.3K | 0.01% | +13,495 | New |
| Carmel Capital Partners, LLC | 14,400 | $457.1K | 0.27% | −280−1.9% | Reduced |
| Silvercrest Asset Management Group LLC | 14,695 | $466.4K | 0.00% | −345−2.3% | Reduced |
| King Luther Capital Management Corp | 14,858 | $471.6K | 0.00% | 00.0% | Unchanged |
| Harbor Advisors LLC | 15,000 | $476.1K | 0.11% | 00.0% | Unchanged |
| Shell Asset Management Co | 15,047 | $478.0K | 0.02% | −52−0.3% | Reduced |
| Ancora Advisors, LLC | 15,100 | $479.3K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 15,287 | $485.0K | 0.01% | −7,905−34.1% | Reduced |
| Joel Isaacson & Co., LLC | 15,500 | $492.0K | 0.04% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 15,585 | $494.7K | 0.14% | −145−0.9% | Reduced |
| Citadel Investment Advisory, Inc. | 15,585 | $495.0K | 0.34% | 00.0% | Unchanged |
| KWMG, LLC | 15,656 | $496.9K | 0.07% | +190+1.2% | Added |
| Maryland State Retirement & Pension System | 15,766 | $500.4K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 15,880 | $504.0K | 0.00% | −17,167−51.9% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 16,499 | $511.1K | 0.13% | −12,047−42.2% | Reduced |
| Securian Asset Management, Inc | 16,477 | $523.0K | 0.01% | −357−2.1% | Reduced |
| Crossmark Global Holdings, Inc. | 16,623 | $528.0K | 0.01% | −314−1.9% | Reduced |
| Harbour Capital Advisors, LLC | 16,740 | $530.7K | 0.16% | +16,740 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 16,730 | $531.0K | 0.01% | +16,730 | New |
| Johnson Financial Group, Inc. | 17,004 | $539.7K | 0.04% | −1,491−8.1% | Reduced |