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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 7,771 | $257.8K | 0.00% | +7,771 | New |
| SMH Capital Advisors Inc | 7,667 | $254.0K | 0.55% | −173−2.2% | Reduced |
| Permanens Capital L.P. | 7,580 | $251.4K | 0.06% | +7,580 | New |
| Crewe Advisors LLC | 7,546 | $250.3K | 0.04% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 7,536 | $250.0K | 0.01% | +449+6.3% | Added |
| Boston Trust Walden Corp | 7,500 | $248.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 7,358 | $244.1K | 0.00% | 00.0% | Unchanged |
| Apexium Financial, LP | 7,163 | $237.6K | 0.02% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 7,000 | $232.2K | 0.04% | 00.0% | Unchanged |
| Forum Financial Management, LP | 6,961 | $230.9K | 0.01% | −76−1.1% | Reduced |
| Mastrapasqua Asset Management Inc | 6,958 | $230.8K | 0.03% | −77−1.1% | Reduced |
| Ci Investments Inc. | 6,883 | $228.0K | 0.00% | +202+3.0% | Added |
| Northwestern Mutual Wealth Management Co | 6,779 | $224.9K | 0.00% | −144−2.1% | Reduced |
| Greenleaf Trust | 6,690 | $221.9K | 0.00% | −208−3.0% | Reduced |
| Searle & Co. | 6,000 | $220.7K | 0.07% | +6,000 | New |
| Penn Mutual Asset Management, LLC | 6,650 | $220.6K | 0.20% | +6,650 | New |
| Checchi Capital Advisers, LLC | 6,585 | $218.4K | 0.02% | −65−1.0% | Reduced |
| Nebula Research & Development LLC | 6,477 | $214.8K | 0.16% | +6,477 | New |
| Carnegie Capital Asset Management, LLC | 6,445 | $213.8K | 0.01% | 00.0% | Unchanged |
| Cooper Financial Group | 6,416 | $212.8K | 0.05% | +62+1.0% | Added |
| Pecaut & Co. | 6,350 | $210.6K | 0.09% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 6,238 | $206.9K | 0.03% | +6,238 | New |
| Country Club Bank | 6,200 | $206.9K | 0.02% | +6,200 | New |
| Jump Financial, LLC | 6,162 | $204.4K | 0.01% | −12,024−66.1% | Reduced |
| Aspiriant, LLC | 6,073 | $201.4K | 0.01% | +6,073 | New |
| Boothbay Fund Management, LLC | 6,038 | $200.3K | 0.01% | −4,262−41.4% | Reduced |
| Quent Capital, LLC | 5,955 | $197.5K | 0.03% | −86−1.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,478 | $181.7K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 5,000 | $165.8K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 4,925 | $163.4K | 0.00% | +3,700+302.0% | Added |
| Cullen/Frost Bankers, Inc. | 4,816 | $159.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,786 | $158.8K | 0.00% | +166+3.6% | Added |
| Vestor Capital, LLC | 4,646 | $154.0K | 0.02% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 4,174 | $138.5K | 0.10% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 4,029 | $134.0K | 0.03% | +723+21.9% | Added |
| Spire Wealth Management | 3,570 | $118.4K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 3,200 | $106.1K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 3,121 | $104.0K | 0.08% | +672+27.4% | Added |
| Compass Wealth Management LLC | 3,125 | $103.7K | 0.03% | +100+3.3% | Added |
| Stonebridge Capital Advisors LLC | 3,000 | $99.5K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,900 | $96.2K | 0.05% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 2,629 | $87.2K | 0.00% | −208−7.3% | Reduced |
| Institutional & Family Asset Management, LLC | 2,628 | $87.2K | 0.01% | −61−2.3% | Reduced |
| Colonial Trust Co | 2,578 | $85.5K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2,561 | $84.9K | 0.02% | +8+0.3% | Added |
| Quadrant Capital Group LLC | 2,278 | $75.6K | 0.01% | −1,684−42.5% | Reduced |
| Nomura Asset Management Co Ltd | 2,250 | $74.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,217 | $73.5K | 0.00% | −59−2.6% | Reduced |
| Ridgewood Investments LLC | 2,200 | $73.0K | 0.04% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,929 | $63.0K | 0.00% | +1,929 | New |
| Glassman Wealth Services | 1,847 | $61.3K | 0.01% | −6−0.3% | Reduced |
| Harbour Investments, Inc. | 1,729 | $57.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,674 | $55.5K | 0.00% | −246−12.8% | Reduced |
| Geneos Wealth Management Inc. | 1,630 | $54.1K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 1,600 | $53.1K | 0.00% | +1,600 | New |
| Steward Partners Investment Advisory, LLC | 1,500 | $49.8K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 1,260 | $41.8K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1,150 | $38.0K | 0.02% | 00.0% | Unchanged |
| Cutler Group LP | 1,145 | $37.0K | 0.01% | +708+162.0% | Added |
| CWM, LLC | 927 | $31.0K | 0.00% | −31−3.2% | Reduced |
| Pin Oak Investment Advisors Inc | 900 | $30.0K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,291 | $28.5K | 0.00% | −77−5.6% | Reduced |
| Denali Advisors LLC | 825 | $27.4K | 0.01% | +825 | New |
| GWM Advisors LLC | 811 | $26.9K | 0.00% | +307+60.9% | Added |
| Hanson & Doremus Investment Management | 760 | $25.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 679 | $22.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 670 | $22.2K | 0.00% | −76−10.2% | Reduced |
| Meitav Dash Investments Ltd | 654 | $21.8K | 0.00% | +654 | New |
| Deseret Mutual Benefit Administrators | 652 | $21.6K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 640 | $21.2K | 0.01% | +640 | New |
| JCIC Asset Management Inc. | 615 | $20.4K | 0.01% | −40−6.1% | Reduced |
| Highlander Capital Management, LLC | 600 | $20.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 573 | $19.0K | 0.00% | +141+32.6% | Added |
| Belmont Capital, LLC | 535 | $17.7K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 513 | $17.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 500 | $16.6K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 460 | $15.3K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 455 | $15.1K | 0.00% | −171−27.3% | Reduced |
| Ronald Blue Trust, Inc. | 494 | $15.0K | 0.00% | −3,662−88.1% | Reduced |
| Desjardins Global Asset Management Inc. | 434 | $14.4K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 433 | $14.4K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 431 | $14.3K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 421 | $14.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 370 | $12.3K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 351 | $12.0K | 0.00% | −66−15.8% | Reduced |
| Assetmark, Inc | 352 | $11.7K | 0.00% | −53−13.1% | Reduced |
| Peregrine Capital Management LLC | 340 | $11.3K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 320 | $11.2K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 321 | $10.6K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 318 | $10.5K | 0.00% | +30+10.4% | Added |
| TSFG, LLC | 294 | $10.0K | 0.00% | +1+0.3% | Added |
| Creative Financial Designs Inc | 288 | $9.55K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 272 | $9.02K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 266 | $8.82K | 0.00% | −83−23.8% | Reduced |
| Lindbrook Capital, LLC | 205 | $6.80K | 0.00% | −111−35.1% | Reduced |
| Whittier Trust Co | 201 | $6.67K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 196 | $6.50K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 180 | $5.97K | 0.00% | −42−18.9% | Reduced |
| Earnest Partners LLC | 150 | $4.98K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 141 | $4.68K | 0.00% | +1+0.7% | Added |