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, Q2 2023
Institutional positions in Jefferies Financial Group Inc. as of Jun 30, 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
- 429
- −32 vs. Q1 2023
- Shares held
- 136.0M
- −12.4M (−8.4%) vs. Q1 2023
- Total value
- $4.50B
- −$187.9M (−4.0%) vs. Q1 2023
- New holders
- 38
- 133 more added
- Sold out
- 70
- 161 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Jefferies Financial Group Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | −5−71.4% | Reduced |
| Comerica Bank | 402,234 | $1 | 0.00% | +402,234 | New |
| Huntington National Bank | 1 | $33 | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 3 | $99 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $166 | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 11 | $365 | 0.00% | +11 | New |
| Tfo-TDC, LLC | 14 | $464 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 15 | $498 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 20 | $663 | 0.00% | −48−70.6% | Reduced |
| RFP Financial Group LLC | 21 | $697 | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 33 | $1.09K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 35 | $1.16K | 0.00% | +35 | New |
| ORG Partners LLC | 35 | $1.18K | 0.00% | +35 | New |
| Hollencrest Capital Management | 36 | $1.19K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 38 | $1.26K | 0.00% | +38 | New |
| Zions Bancorporation, N.A. | 42 | $1.39K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 51 | $1.69K | 0.00% | −3−5.6% | Reduced |
| Baker Avenue Asset Management, LP | 52 | $1.73K | 0.00% | +17+48.6% | Added |
| SJS Investment Consulting Inc. | 52 | $1.73K | 0.00% | −14−21.2% | Reduced |
| American National Bank | 61 | $2.02K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 62 | $2.06K | 0.00% | −3−4.6% | Reduced |
| Global Retirement Partners, LLC | 75 | $2.49K | 0.00% | +1+1.4% | Added |
| Farmers & Merchants Investments Inc | 86 | $2.85K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 114 | $3.78K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 133 | $4.41K | 0.00% | −84−38.7% | Reduced |
| Private Trust Co NA | 133 | $4.41K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 141 | $4.68K | 0.00% | +1+0.7% | Added |
| EverSource Wealth Advisors, LLC | 141 | $4.68K | 0.00% | +62+78.5% | Added |
| Earnest Partners LLC | 150 | $4.98K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 180 | $5.97K | 0.00% | −42−18.9% | Reduced |
| Atlas Capital Advisors LLC | 196 | $6.50K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 201 | $6.67K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 205 | $6.80K | 0.00% | −111−35.1% | Reduced |
| Massmutual Trust Co FSB | 266 | $8.82K | 0.00% | −83−23.8% | Reduced |
| TD Private Client Wealth LLC | 272 | $9.02K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 288 | $9.55K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 294 | $10.0K | 0.00% | +1+0.3% | Added |
| Parkside Financial Bank & Trust | 318 | $10.5K | 0.00% | +30+10.4% | Added |
| South State Corp. | 321 | $10.6K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 320 | $11.2K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 340 | $11.3K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 352 | $11.7K | 0.00% | −53−13.1% | Reduced |
| Banque Cantonale Vaudoise | 351 | $12.0K | 0.00% | −66−15.8% | Reduced |
| First Horizon Advisors, Inc. | 370 | $12.3K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 421 | $14.0K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 431 | $14.3K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 433 | $14.4K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 434 | $14.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 494 | $15.0K | 0.00% | −3,662−88.1% | Reduced |
| Trust Co of Vermont | 455 | $15.1K | 0.00% | −171−27.3% | Reduced |
| North Star Investment Management Corp. | 460 | $15.3K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 500 | $16.6K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 513 | $17.0K | 0.00% | 00.0% | Unchanged |
| Belmont Capital, LLC | 535 | $17.7K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 573 | $19.0K | 0.00% | +141+32.6% | Added |
| Highlander Capital Management, LLC | 600 | $20.0K | 0.01% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 615 | $20.4K | 0.01% | −40−6.1% | Reduced |
| Headlands Technologies LLC | 640 | $21.2K | 0.01% | +640 | New |
| Deseret Mutual Benefit Administrators | 652 | $21.6K | 0.01% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 654 | $21.8K | 0.00% | +654 | New |
| Allworth Financial LP | 670 | $22.2K | 0.00% | −76−10.2% | Reduced |
| Cambridge Trust Co | 679 | $22.5K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 760 | $25.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 811 | $26.9K | 0.00% | +307+60.9% | Added |
| Denali Advisors LLC | 825 | $27.4K | 0.01% | +825 | New |
| IFP Advisors, Inc | 1,291 | $28.5K | 0.00% | −77−5.6% | Reduced |
| Pin Oak Investment Advisors Inc | 900 | $30.0K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 927 | $31.0K | 0.00% | −31−3.2% | Reduced |
| Cutler Group LP | 1,145 | $37.0K | 0.01% | +708+162.0% | Added |
| Byrne Asset Management LLC | 1,150 | $38.0K | 0.02% | 00.0% | Unchanged |
| Albion Financial Group | 1,260 | $41.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,500 | $49.8K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 1,600 | $53.1K | 0.00% | +1,600 | New |
| Geneos Wealth Management Inc. | 1,630 | $54.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,674 | $55.5K | 0.00% | −246−12.8% | Reduced |
| Harbour Investments, Inc. | 1,729 | $57.3K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,847 | $61.3K | 0.01% | −6−0.3% | Reduced |
| Acadian Asset Management LLC | 1,929 | $63.0K | 0.00% | +1,929 | New |
| Ridgewood Investments LLC | 2,200 | $73.0K | 0.04% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,217 | $73.5K | 0.00% | −59−2.6% | Reduced |
| Nomura Asset Management Co Ltd | 2,250 | $74.6K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,278 | $75.6K | 0.01% | −1,684−42.5% | Reduced |
| Glen Eagle Advisors, LLC | 2,561 | $84.9K | 0.02% | +8+0.3% | Added |
| Colonial Trust Co | 2,578 | $85.5K | 0.02% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2,628 | $87.2K | 0.01% | −61−2.3% | Reduced |
| Exchange Traded Concepts, LLC | 2,629 | $87.2K | 0.00% | −208−7.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,900 | $96.2K | 0.05% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 3,000 | $99.5K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 3,125 | $103.7K | 0.03% | +100+3.3% | Added |
| Covestor Ltd | 3,121 | $104.0K | 0.08% | +672+27.4% | Added |
| Monetary Management Group Inc | 3,200 | $106.1K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 3,570 | $118.4K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 4,029 | $134.0K | 0.03% | +723+21.9% | Added |
| C M Bidwell & Associates Ltd | 4,174 | $138.5K | 0.10% | 00.0% | Unchanged |
| Vestor Capital, LLC | 4,646 | $154.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,786 | $158.8K | 0.00% | +166+3.6% | Added |
| Cullen/Frost Bankers, Inc. | 4,816 | $159.7K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 4,925 | $163.4K | 0.00% | +3,700+302.0% | Added |
| Pittenger & Anderson Inc | 5,000 | $165.8K | 0.01% | 00.0% | Unchanged |