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 |
|---|---|---|---|---|---|
| MAI Capital Management | 10,428 | $331.0K | 0.01% | +4,228+68.2% | Added |
| Sculati Wealth Management, LLC | 10,330 | $327.9K | 0.17% | −6,050−36.9% | Reduced |
| Boothbay Fund Management, LLC | 10,300 | $326.9K | 0.01% | −160,829−94.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 10,255 | $325.5K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 10,489 | $325.0K | 0.01% | +10,489 | New |
| HMS Capital Management, LLC | 9,993 | $317.2K | 0.20% | −1,699−14.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 8,991 | $308.2K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 9,328 | $296.1K | 0.00% | +304+3.4% | Added |
| Pacer Advisors, Inc. | 9,299 | $295.1K | 0.00% | −33,619−78.3% | Reduced |
| Wade G W & Inc | 9,228 | $293.0K | 0.01% | −20−0.2% | Reduced |
| Davenport & Co LLC | 9,160 | $290.7K | 0.00% | −4,500−32.9% | Reduced |
| Stratos Wealth Partners, LTD. | 9,143 | $290.2K | 0.01% | −648−6.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 9,120 | $289.5K | 0.03% | −17,914−66.3% | Reduced |
| Shelton Capital Management | 9,089 | $288.5K | 0.01% | −433−4.5% | Reduced |
| Raymond James Trust N.A. | 9,023 | $286.0K | 0.01% | +9,023 | New |
| Walleye Trading LLC | 8,824 | $280.1K | 0.01% | −15,869−64.3% | Reduced |
| Acrisure Capital Management, LLC | 8,674 | $275.3K | 0.28% | +8,674 | New |
| Laurion Capital Management LP | 8,333 | $264.5K | 0.01% | +8,333 | New |
| Lincoln National Corp | 8,054 | $255.6K | 0.01% | +23+0.3% | Added |
| SMH Capital Advisors Inc | 7,840 | $251.0K | 1.49% | −335−4.1% | Reduced |
| Magnetar Financial LLC | 7,726 | $245.2K | 0.00% | +7,726 | New |
| Sigma Planning Corp | 7,679 | $243.8K | 0.01% | −1,100−12.5% | Reduced |
| Sherbrooke Park Advisers LLC | 7,600 | $241.2K | 0.36% | +7,600 | New |
| Crewe Advisors LLC | 7,546 | $239.5K | 0.03% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 7,500 | $238.1K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 7,499 | $238.0K | 0.06% | +7,499 | New |
| Yorktown Management & Research Co Inc | 7,400 | $234.9K | 0.25% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 7,369 | $233.9K | 0.00% | −3,230−30.5% | Reduced |
| Umb Bank N A | 7,358 | $233.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 7,300 | $231.7K | 0.00% | +7,300 | New |
| Veritable, L.P. | 7,255 | $230.3K | 0.00% | −418−5.4% | Reduced |
| Apexium Financial, LP | 7,163 | $227.4K | 0.02% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 7,087 | $224.9K | 0.01% | −211−2.9% | Reduced |
| Forum Financial Management, LP | 7,037 | $223.4K | 0.01% | +76+1.1% | Added |
| Mastrapasqua Asset Management Inc | 7,035 | $223.3K | 0.03% | +7,035 | New |
| Baker Ellis Asset Management LLC | 7,000 | $222.2K | 0.04% | −2,000−22.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,923 | $219.7K | 0.00% | +963+16.2% | Added |
| Greenleaf Trust | 6,898 | $218.9K | 0.00% | −85−1.2% | Reduced |
| Bridgewater Associates, LP | 6,851 | $217.5K | 0.00% | −143,759−95.5% | Reduced |
| Ci Investments Inc. | 6,681 | $212.0K | 0.00% | +36+0.5% | Added |
| Measured Wealth Private Client Group, LLC | 6,655 | $211.2K | 0.08% | +6,655 | New |
| Checchi Capital Advisers, LLC | 6,650 | $211.1K | 0.02% | +373+5.9% | Added |
| Carnegie Capital Asset Management, LLC | 6,445 | $204.6K | 0.01% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 6,400 | $203.1K | 0.02% | −612−8.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 6,397 | $203.0K | 0.00% | −258−3.9% | Reduced |
| Cooper Financial Group | 6,354 | $201.7K | 0.05% | +51+0.8% | Added |
| Pecaut & Co. | 6,350 | $201.5K | 0.09% | +6,350 | New |
| Quent Capital, LLC | 6,041 | $191.5K | 0.03% | +699+13.1% | Added |
| Whittier Trust Co of Nevada Inc | 5,478 | $173.8K | 0.01% | −84−1.5% | Reduced |
| Pittenger & Anderson Inc | 5,000 | $158.7K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 4,816 | $152.9K | 0.00% | −51−1.0% | Reduced |
| Point72 Asset Management, L.P. | 4,800 | $152.4K | 0.00% | +4,800 | New |
| Vestor Capital, LLC | 4,646 | $147.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,620 | $146.7K | 0.00% | +83+1.8% | Added |
| Ronald Blue Trust, Inc. | 4,156 | $143.0K | 0.00% | +1,911+85.1% | Added |
| US Asset Management LLC | 4,175 | $133.0K | 0.14% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 4,174 | $132.5K | 0.10% | −300−6.7% | Reduced |
| Quadrant Capital Group LLC | 3,962 | $125.8K | 0.01% | +1,811+84.2% | Added |
| Advisory Services Network, LLC | 3,624 | $115.0K | 0.00% | +157+4.5% | Added |
| Spire Wealth Management | 3,570 | $113.3K | 0.00% | +940+35.7% | Added |
| Harvest Fund Management Co., Ltd | 3,306 | $105.0K | 0.02% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 3,240 | $102.8K | 0.00% | +161+5.2% | Added |
| Monetary Management Group Inc | 3,200 | $101.6K | 0.03% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 3,025 | $96.0K | 0.03% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 3,000 | $95.2K | 0.01% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 2,990 | $94.9K | 0.03% | +1,066+55.4% | Added |
| Newbridge Financial Services Group, Inc. | 2,900 | $92.0K | 0.05% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 2,837 | $90.0K | 0.00% | +435+18.1% | Added |
| Ameritas Advisory Services, LLC | 2,820 | $87.6K | 0.00% | +2,820 | New |
| Institutional & Family Asset Management, LLC | 2,689 | $85.3K | 0.01% | +876+48.3% | Added |
| Colonial Trust Co | 2,578 | $81.8K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2,553 | $81.0K | 0.02% | +5+0.2% | Added |
| Simplex Trading, LLC | 2,512 | $79.0K | 0.00% | +2,512 | New |
| Covestor Ltd | 2,449 | $78.0K | 0.07% | −1,014−29.3% | Reduced |
| Fifth Third Bancorp | 2,276 | $72.2K | 0.00% | +877+62.7% | Added |
| Nomura Asset Management Co Ltd | 2,250 | $71.4K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 2,200 | $69.8K | 0.04% | +2,200 | New |
| Parallel Advisors, LLC | 1,920 | $60.9K | 0.00% | +316+19.7% | Added |
| Glassman Wealth Services | 1,853 | $58.8K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,729 | $54.9K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,630 | $51.7K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,506 | $47.8K | 0.00% | +183+13.8% | Added |
| Steward Partners Investment Advisory, LLC | 1,500 | $47.6K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 1,260 | $40.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,225 | $38.9K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1,150 | $37.0K | 0.03% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,147 | $36.4K | 0.00% | +415+56.7% | Added |
| IFP Advisors, Inc | 1,368 | $30.2K | 0.00% | −350−20.4% | Reduced |
| CWM, LLC | 958 | $30.0K | 0.00% | +383+66.6% | Added |
| Pin Oak Investment Advisors Inc | 900 | $29.0K | 0.04% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 760 | $24.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 746 | $23.7K | 0.00% | +40+5.7% | Added |
| Cambridge Trust Co | 679 | $21.6K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 655 | $20.8K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 652 | $20.7K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 626 | $19.9K | 0.00% | +300+92.0% | Added |
| Highlander Capital Management, LLC | 600 | $19.0K | 0.01% | 00.0% | Unchanged |
| Belmont Capital, LLC | 535 | $17.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 513 | $16.3K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 504 | $16.0K | 0.00% | −1,499−74.8% | Reduced |