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 |
|---|---|---|---|---|---|
| Whittier Trust Co of Nevada Inc | 5,478 | $181.7K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 5,955 | $197.5K | 0.03% | −86−1.4% | Reduced |
| Boothbay Fund Management, LLC | 6,038 | $200.3K | 0.01% | −4,262−41.4% | Reduced |
| Aspiriant, LLC | 6,073 | $201.4K | 0.01% | +6,073 | New |
| Jump Financial, LLC | 6,162 | $204.4K | 0.01% | −12,024−66.1% | Reduced |
| Country Club Bank | 6,200 | $206.9K | 0.02% | +6,200 | New |
| First Heartland Consultants, Inc. | 6,238 | $206.9K | 0.03% | +6,238 | New |
| Pecaut & Co. | 6,350 | $210.6K | 0.09% | 00.0% | Unchanged |
| Cooper Financial Group | 6,416 | $212.8K | 0.05% | +62+1.0% | Added |
| Carnegie Capital Asset Management, LLC | 6,445 | $213.8K | 0.01% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 6,477 | $214.8K | 0.16% | +6,477 | New |
| Checchi Capital Advisers, LLC | 6,585 | $218.4K | 0.02% | −65−1.0% | Reduced |
| Penn Mutual Asset Management, LLC | 6,650 | $220.6K | 0.20% | +6,650 | New |
| Searle & Co. | 6,000 | $220.7K | 0.07% | +6,000 | New |
| Greenleaf Trust | 6,690 | $221.9K | 0.00% | −208−3.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,779 | $224.9K | 0.00% | −144−2.1% | Reduced |
| Ci Investments Inc. | 6,883 | $228.0K | 0.00% | +202+3.0% | Added |
| Mastrapasqua Asset Management Inc | 6,958 | $230.8K | 0.03% | −77−1.1% | Reduced |
| Forum Financial Management, LP | 6,961 | $230.9K | 0.01% | −76−1.1% | Reduced |
| Baker Ellis Asset Management LLC | 7,000 | $232.2K | 0.04% | 00.0% | Unchanged |
| Apexium Financial, LP | 7,163 | $237.6K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 7,358 | $244.1K | 0.00% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 7,500 | $248.8K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 7,536 | $250.0K | 0.01% | +449+6.3% | Added |
| Crewe Advisors LLC | 7,546 | $250.3K | 0.04% | 00.0% | Unchanged |
| Permanens Capital L.P. | 7,580 | $251.4K | 0.06% | +7,580 | New |
| SMH Capital Advisors Inc | 7,667 | $254.0K | 0.55% | −173−2.2% | Reduced |
| Intech Investment Management LLC | 7,771 | $257.8K | 0.00% | +7,771 | New |
| Lincoln National Corp | 8,082 | $268.1K | 0.01% | +28+0.3% | Added |
| Stratos Wealth Partners, LTD. | 8,119 | $269.3K | 0.01% | −1,024−11.2% | Reduced |
| Buckingham Strategic Wealth, LLC | 8,463 | $280.7K | 0.00% | −528−5.9% | Reduced |
| Ethic Inc. | 8,510 | $282.3K | 0.01% | −3,058−26.4% | Reduced |
| First Republic Investment Management, Inc. | 8,702 | $288.6K | 0.00% | −14,489−62.5% | Reduced |
| Cookson Peirce & Co Inc | 8,922 | $296.0K | 0.02% | +8,922 | New |
| Avantax Advisory Services, Inc. | 9,026 | $299.4K | 0.00% | −302−3.2% | Reduced |
| Shelton Capital Management | 9,089 | $301.5K | 0.01% | 00.0% | Unchanged |
| Davenport & Co LLC | 9,160 | $303.8K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 9,231 | $306.2K | 0.00% | +9,231 | New |
| New York Life Investment Management LLC | 9,277 | $307.7K | 0.00% | +9,277 | New |
| Bridgewater Associates, LP | 9,459 | $313.8K | 0.00% | +2,608+38.1% | Added |
| Los Angeles Capital Management LLC | 9,486 | $314.7K | 0.00% | −15,380−61.9% | Reduced |
| HMS Capital Management, LLC | 10,035 | $332.9K | 0.20% | +42+0.4% | Added |
| Wolverine Trading, LLC | 10,047 | $335.3K | 0.00% | −442−4.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 10,255 | $340.2K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 10,639 | $352.9K | 0.00% | −614−5.5% | Reduced |
| Seven Eight Capital, LP | 10,674 | $354.1K | 0.06% | +10,674 | New |
| Yorktown Management & Research Co Inc | 10,700 | $354.9K | 0.38% | +3,300+44.6% | Added |
| Pinnacle Associates Ltd | 10,903 | $361.7K | 0.01% | +3,603+49.4% | Added |
| ProShare Advisors LLC | 10,908 | $361.8K | 0.00% | +144+1.3% | Added |
| United Services Automobile Association | 11,164 | $370.3K | 0.01% | +170+1.5% | Added |
| Connable Office Inc | 11,200 | $371.5K | 0.05% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 11,780 | $390.7K | 0.00% | −395,933−97.1% | Reduced |
| Dark Forest Capital Management LP | 11,956 | $396.6K | 0.04% | +4,457+59.4% | Added |
| Point72 Middle East FZE | 11,978 | $397.3K | 0.02% | −9,818−45.0% | Reduced |
| Cetera Investment Advisers | 11,980 | $397.4K | 0.00% | −3,900−24.6% | Reduced |
| Catalyst Financial Partners LLC | 12,030 | $399.0K | 0.14% | +241+2.0% | Added |
| Carmel Capital Partners, LLC | 12,400 | $411.3K | 0.21% | −2,000−13.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 12,475 | $413.8K | 0.00% | +456+3.8% | Added |
| Voloridge Investment Management, LLC | 12,531 | $415.7K | 0.00% | −83,028−86.9% | Reduced |
| Jefferies Financial Group Inc. | 13,043 | $432.6K | 0.01% | −25,840−66.5% | Reduced |
| Raymond James Trust N.A. | 13,103 | $435.0K | 0.01% | +4,080+45.2% | Added |
| Western Wealth Management, LLC | 13,407 | $444.7K | 0.04% | +130+1.0% | Added |
| Stifel Financial Corp | 14,026 | $465.2K | 0.00% | −8,157−36.8% | Reduced |
| Citadel Investment Advisory, Inc. | 14,885 | $494.0K | 0.32% | −700−4.5% | Reduced |
| Shell Asset Management Co | 14,963 | $496.0K | 0.02% | −84−0.6% | Reduced |
| Harbor Advisors LLC | 15,000 | $497.6K | 0.11% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 15,100 | $500.9K | 0.01% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 15,155 | $502.7K | 0.14% | +3,821+33.7% | Added |
| King Luther Capital Management Corp | 15,163 | $503.0K | 0.00% | +305+2.1% | Added |
| Silvercrest Asset Management Group LLC | 15,325 | $508.3K | 0.00% | +630+4.3% | Added |
| Joel Isaacson & Co., LLC | 15,500 | $514.1K | 0.03% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 15,585 | $517.0K | 0.14% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 15,766 | $523.0K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 16,000 | $531.0K | 0.03% | −4,300−21.2% | Reduced |
| KWMG, LLC | 16,255 | $539.2K | 0.07% | +599+3.8% | Added |
| Securian Asset Management, Inc | 16,634 | $551.8K | 0.01% | +157+1.0% | Added |
| Blair William & Co | 16,837 | $558.5K | 0.00% | +16,837 | New |
| Creative Planning | 16,948 | $562.2K | 0.00% | +4,351+34.5% | Added |
| Renaissance Technologies LLC | 17,289 | $573.0K | 0.00% | +17,289 | New |
| D. E. Shaw & Co., Inc. | 17,620 | $584.5K | 0.00% | +4,219+31.5% | Added |
| Crossmark Global Holdings, Inc. | 15,852 | $585.0K | 0.01% | −771−4.6% | Reduced |
| Magnetar Financial LLC | 17,823 | $591.2K | 0.01% | +10,097+130.7% | Added |
| Evercore Wealth Management, LLC | 17,933 | $594.8K | 0.01% | −580−3.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 18,173 | $602.8K | 0.15% | +1,674+10.1% | Added |
| NorthCrest Asset Manangement, LLC | 18,700 | $620.3K | 0.02% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 18,705 | $620.4K | 0.02% | +301+1.6% | Added |
| Johnson Financial Group, Inc. | 18,897 | $626.8K | 0.04% | +1,893+11.1% | Added |
| Public Employees Retirement Association of Colorado | 19,619 | $651.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 19,909 | $660.3K | 0.00% | −656−3.2% | Reduced |
| Oak Thistle LLC | 19,961 | $662.1K | 0.35% | +19,961 | New |
| Rehmann Capital Advisory Group | 20,160 | $668.7K | 0.06% | −5,728−22.1% | Reduced |
| Bank of Montreal | 20,045 | $673.1K | 0.00% | −167,120−89.3% | Reduced |
| Jane Street Group, LLC | 20,329 | $674.3K | 0.00% | −43,739−68.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 20,485 | $679.5K | 0.00% | +13,116+178.0% | Added |
| Equitable Trust Co | 20,520 | $680.6K | 0.05% | 00.0% | Unchanged |
| Walleye Trading LLC | 20,662 | $685.4K | 0.04% | +11,838+134.2% | Added |
| Nomura Holdings Inc | 20,800 | $689.9K | 0.01% | −13,461−39.3% | Reduced |
| MBM Wealth Consultants, LLC | 19,875 | $700.6K | 0.30% | +4,563+29.8% | Added |
| Tower Research Capital LLC (TRC) | 21,248 | $704.8K | 0.02% | −6,183−22.5% | Reduced |
| Gotham Asset Management, LLC | 21,301 | $706.6K | 0.02% | −438−2.0% | Reduced |