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 |
|---|---|---|---|---|---|
| Central Trust Co | 500 | $15.9K | 0.00% | −80−13.8% | Reduced |
| North Star Investment Management Corp. | 460 | $14.6K | 0.00% | −40−8.0% | Reduced |
| Desjardins Global Asset Management Inc. | 434 | $14.0K | 0.00% | +434 | New |
| Moisand Fitzgerald Tamayo, LLC | 433 | $13.7K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 431 | $13.7K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 421 | $13.4K | 0.00% | 00.0% | Unchanged |
| 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 |
| Assetmark, Inc | 405 | $12.9K | 0.00% | −6,141−93.8% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 375 | $12.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 370 | $11.7K | 0.00% | +82+28.5% | Added |
| Massmutual Trust Co FSB | 349 | $11.1K | 0.00% | −16−4.4% | Reduced |
| Peregrine Capital Management LLC | 340 | $10.8K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 321 | $10.2K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 320 | $10.2K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 316 | $10.0K | 0.00% | +62+24.4% | Added |
| Parkside Financial Bank & Trust | 288 | $9.14K | 0.00% | −13−4.3% | Reduced |
| Creative Financial Designs Inc | 288 | $9.14K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 293 | $9.00K | 0.00% | +1+0.3% | Added |
| TD Private Client Wealth LLC | 272 | $8.63K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 260 | $8.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 222 | $7.05K | 0.00% | −11−4.7% | Reduced |
| Steward Financial Group LLC | 230 | $7.00K | 0.00% | +134+139.6% | Added |
| Bell Investment Advisors, Inc | 217 | $6.89K | 0.00% | −29−11.8% | Reduced |
| Schubert & Co | 216 | $6.86K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 201 | $6.38K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 196 | $6.22K | 0.00% | −9,508−98.0% | Reduced |
| Earnest Partners LLC | 150 | $4.76K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 149 | $4.73K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 140 | $4.44K | 0.00% | −126−47.4% | Reduced |
| Private Trust Co NA | 133 | $4.22K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 130 | $4.00K | 0.00% | +130 | New |
| Lee Financial Co | 114 | $3.62K | 0.00% | +55+93.2% | Added |
| Grove Bank & Trust | 100 | $3.17K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 91 | $2.89K | 0.00% | +91 | New |
| Farmers & Merchants Investments Inc | 86 | $2.73K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 79 | $2.51K | 0.00% | +46+139.4% | Added |
| Global Retirement Partners, LLC | 74 | $2.24K | 0.00% | −96−56.5% | Reduced |
| AdvisorNet Financial, Inc | 68 | $2.16K | 0.00% | −15−18.1% | Reduced |
| SJS Investment Consulting Inc. | 66 | $2.10K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 65 | $2.06K | 0.00% | +23+54.8% | Added |
| American National Bank | 61 | $1.94K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 54 | $1.71K | 0.00% | 00.0% | Unchanged |
| Amundi | 53 | $1.65K | 0.00% | −2,999−98.3% | Reduced |
| Bogart Wealth, LLC | 51 | $1.63K | 0.00% | −3,162−98.4% | Reduced |
| Zions Bancorporation, N.A. | 42 | $1.33K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 36 | $1.13K | 0.00% | +1+2.9% | Added |
| Baker Avenue Asset Management, LP | 35 | $1.11K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 33 | $1.05K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 21 | $667 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 15 | $477 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 14 | $444 | 0.00% | +13+1,300.0% | Added |
| CVA Family Office, LLC | 10 | $317 | 0.00% | +10 | New |
| Sageworth Trust Co | 8 | $254 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 7 | $223 | 0.00% | +7 | New |
| Wolff Wiese Magana LLC | 5 | $159 | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 3 | $96 | 0.00% | +3 | New |
| M&R Capital Management Inc | 3 | $95 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $32 | 0.00% | 00.0% | Unchanged |
| 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 |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Agf Management Ltd | 0 | $0 | 0.00% | −375,158−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −228,089−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −156,082−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −136,284−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −100,121−100.0% | Sold out |
| PFS Investments Inc. | 0 | $0 | 0.00% | −100,101−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −68,239−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −53,341−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −50,040−100.0% | Sold out |
| TBH Global Asset Management, LLC | 0 | $0 | 0.00% | −45,327−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −42,640−100.0% | Sold out |
| Hartford Investment Management Co | 0 | $0 | 0.00% | −39,111−100.0% | Sold out |
| PMC FIG Opportunities LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Wright Investors Service Inc | 0 | $0 | 0.00% | −29,323−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −27,761−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −20,895−100.0% | Sold out |
| Huber Capital Management LLC | 0 | $0 | 0.00% | −14,100−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −13,494−100.0% | Sold out |
| Unio Capital LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −12,728−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −12,049−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −11,568−100.0% | Sold out |
| CBOE Vest Financial, LLC | 0 | $0 | 0.00% | −10,852−100.0% | Sold out |
| Prescott Group Capital Management, L.L.C. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −8,693−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −8,374−100.0% | Sold out |
| Am Investment Strategies LLC | 0 | $0 | 0.00% | −7,899−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −7,456−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −7,218−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −7,144−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −6,962−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −6,752−100.0% | Sold out |
| Country Club Bank | 0 | $0 | 0.00% | −6,211−100.0% | Sold out |
| First Heartland Consultants, Inc. | 0 | $0 | 0.00% | −6,124−100.0% | Sold out |
| MKT Advisors LLC | 0 | $0 | 0.00% | −5,293−100.0% | Sold out |
| Aspiriant, LLC | 0 | $0 | 0.00% | −6,073−100.0% | Sold out |