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, Q3 2023
Institutional positions in Jefferies Financial Group Inc. as of Sep 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
- 439
- +15 vs. Q2 2023
- Shares held
- 130.6M
- −5.27M (−3.9%) vs. Q2 2023
- Total value
- $4.80B
- +$301.8M (+6.7%) vs. Q2 2023
- New holders
- 53
- 126 more added
- Sold out
- 38
- 157 more reduced
5 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Jefferies Financial Group Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 12 | $0 | 0.00% | +8+200.0% | Added |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 13 | $0 | 0.00% | +13 | New |
| Huntington National Bank | 1 | $37 | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 3 | $110 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $184 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 14 | $464 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 15 | $550 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 21 | $769 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 32 | $1.17K | 0.00% | −30−48.4% | Reduced |
| American State Bank (Iowa) | 33 | $1.21K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 35 | $1.28K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 35 | $1.28K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 36 | $1.33K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 38 | $1.39K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 42 | $1.54K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 70 | $2.56K | 0.00% | −16−18.6% | Reduced |
| SJS Investment Consulting Inc. | 70 | $2.56K | 0.00% | +18+34.6% | Added |
| Global Retirement Partners, LLC | 75 | $2.63K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 104 | $3.81K | 0.00% | +52+100.0% | Added |
| Lee Financial Co | 114 | $4.18K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 133 | $4.87K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 133 | $4.87K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 134 | $4.91K | 0.00% | −7−5.0% | Reduced |
| Venturi Wealth Management, LLC | 141 | $5.17K | 0.00% | +141 | New |
| Earnest Partners LLC | 150 | $5.50K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 174 | $6.37K | 0.00% | +174 | New |
| Steward Financial Group LLC | 212 | $7.00K | 0.00% | +212 | New |
| EverSource Wealth Advisors, LLC | 195 | $7.14K | 0.00% | +54+38.3% | Added |
| Atlas Capital Advisors LLC | 196 | $7.18K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 198 | $7.25K | 0.01% | +198 | New |
| Whittier Trust Co | 201 | $7.36K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 204 | $7.47K | 0.00% | +24+13.3% | Added |
| Lindbrook Capital, LLC | 253 | $9.27K | 0.00% | +48+23.4% | Added |
| Massmutual Trust Co FSB | 266 | $9.74K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 281 | $10.3K | 0.00% | −71−20.2% | Reduced |
| Parkside Financial Bank & Trust | 285 | $10.4K | 0.00% | −33−10.4% | Reduced |
| Central Trust Co | 290 | $10.6K | 0.00% | −210−42.0% | Reduced |
| GHP Investment Advisors, Inc. | 320 | $10.6K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 295 | $11.0K | 0.00% | +1+0.3% | Added |
| South State Corp. | 321 | $11.8K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 340 | $12.5K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 351 | $13.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 370 | $13.6K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 433 | $15.0K | 0.00% | −140−24.4% | Reduced |
| Westside Investment Management, Inc. | 421 | $15.4K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 425 | $15.6K | 0.01% | +425 | New |
| Legacy Bridge, LLC | 431 | $15.8K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 433 | $15.9K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 434 | $15.9K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 438 | $16.0K | 0.00% | +150+52.1% | Added |
| Trust Co of Vermont | 455 | $16.7K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 460 | $16.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 491 | $18.0K | 0.00% | −800−62.0% | Reduced |
| Manchester Capital Management LLC | 511 | $18.7K | 0.00% | −2−0.4% | Reduced |
| JCIC Asset Management Inc. | 515 | $18.9K | 0.01% | −100−16.3% | Reduced |
| Kapitalo Investimentos Ltda | 592 | $21.7K | 0.00% | +592 | New |
| Deseret Mutual Benefit Administrators | 652 | $23.9K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 679 | $24.9K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 678 | $25.0K | 0.01% | +78+13.0% | Added |
| Allworth Financial LP | 719 | $26.3K | 0.00% | +49+7.3% | Added |
| GWM Advisors LLC | 754 | $27.6K | 0.00% | −57−7.0% | Reduced |
| Denali Advisors LLC | 825 | $30.2K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 900 | $33.0K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 1,107 | $41.0K | 0.00% | +180+19.4% | Added |
| Ronald Blue Trust, Inc. | 1,362 | $45.0K | 0.00% | +868+175.7% | Added |
| Washington Trust Advisors, Inc. | 1,232 | $45.1K | 0.00% | +1,232 | New |
| Exchange Traded Concepts, LLC | 1,250 | $45.8K | 0.00% | −1,379−52.5% | Reduced |
| Albion Financial Group | 1,260 | $46.2K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,300 | $47.6K | 0.00% | −3,516−73.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,500 | $54.9K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,630 | $59.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,729 | $63.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,738 | $63.7K | 0.00% | +64+3.8% | Added |
| Glassman Wealth Services | 1,847 | $67.7K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 2,224 | $82.0K | 0.06% | −897−28.7% | Reduced |
| Nomura Asset Management Co Ltd | 2,250 | $82.4K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 2,258 | $82.7K | 0.00% | −254,134−99.1% | Reduced |
| Glen Eagle Advisors, LLC | 2,566 | $94.0K | 0.02% | +5+0.2% | Added |
| Fifth Third Bancorp | 2,573 | $94.2K | 0.00% | +356+16.1% | Added |
| Colonial Trust Co | 2,578 | $94.4K | 0.02% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2,628 | $96.3K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,900 | $106.2K | 0.05% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 3,125 | $114.5K | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,220 | $117.9K | 0.01% | +942+41.4% | Added |
| Group One Trading, L.P. | 3,466 | $127.0K | 0.01% | +3,466 | New |
| Spire Wealth Management | 3,600 | $131.9K | 0.01% | +30+0.8% | Added |
| Federation des caisses Desjardins du Quebec | 3,625 | $132.8K | 0.00% | −6,630−64.7% | Reduced |
| SG Americas Securities, LLC | 3,889 | $142.0K | 0.00% | −26,246−87.1% | Reduced |
| NBC Securities, Inc. | 4,074 | $149.0K | 0.02% | +4,074 | New |
| Belmont Capital, LLC | 4,071 | $149.1K | 0.08% | +3,536+660.9% | Added |
| C M Bidwell & Associates Ltd | 4,232 | $155.0K | 0.12% | +58+1.4% | Added |
| Vestor Capital, LLC | 4,646 | $170.0K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 4,925 | $180.4K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 5,000 | $183.2K | 0.01% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 5,000 | $183.2K | 0.07% | +5,000 | New |
| Signaturefd, LLC | 5,163 | $189.1K | 0.00% | +377+7.9% | Added |
| Simplex Trading, LLC | 5,293 | $193.0K | 0.01% | +5,293 | New |
| Harvest Fund Management Co., Ltd | 5,413 | $198.0K | 0.03% | +1,384+34.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 5,463 | $200.0K | 0.00% | +5,463 | New |