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 |
|---|---|---|---|---|---|
| DRW Securities, LLC | 5,500 | $201.0K | 0.02% | −30,000−84.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,588 | $204.7K | 0.01% | +110+2.0% | Added |
| Monetary Management Group Inc | 5,800 | $212.5K | 0.07% | +2,600+81.3% | Added |
| Brevan Howard Capital Management LP | 5,859 | $214.6K | 0.06% | +5,859 | New |
| Whitener Capital Management, Inc. | 5,965 | $218.5K | 0.09% | +5,965 | New |
| Searle & Co. | 6,000 | $219.8K | 0.07% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 6,080 | $222.9K | 0.00% | +6,080 | New |
| Cetera Investment Advisers | 6,238 | $228.5K | 0.00% | −5,742−47.9% | Reduced |
| Aspiriant, LLC | 6,243 | $228.7K | 0.01% | +170+2.8% | Added |
| Country Club Bank | 6,200 | $228.9K | 0.02% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 6,274 | $229.8K | 0.00% | +6,274 | New |
| Dynamic Technology Lab Private Ltd | 6,271 | $230.0K | 0.02% | +6,271 | New |
| First Heartland Consultants, Inc. | 6,293 | $231.0K | 0.03% | +55+0.9% | Added |
| Maple Capital Management, Inc. | 6,316 | $231.4K | 0.03% | +6,316 | New |
| Quent Capital, LLC | 6,321 | $231.6K | 0.04% | +366+6.1% | Added |
| Pecaut & Co. | 6,350 | $232.6K | 0.10% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 6,443 | $236.0K | 0.00% | −3,043−32.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 6,445 | $236.1K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 6,483 | $237.0K | 0.00% | +6,483 | New |
| Cooper Financial Group | 6,472 | $237.1K | 0.06% | +56+0.9% | Added |
| Checchi Capital Advisers, LLC | 6,585 | $241.2K | 0.02% | 00.0% | Unchanged |
| Penn Mutual Asset Management, LLC | 6,650 | $243.6K | 0.23% | 00.0% | Unchanged |
| Greenleaf Trust | 6,918 | $253.4K | 0.00% | +228+3.4% | Added |
| Forum Financial Management, LP | 6,961 | $255.0K | 0.01% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 7,000 | $256.4K | 0.05% | 00.0% | Unchanged |
| Ci Investments Inc. | 7,011 | $257.0K | 0.00% | +128+1.9% | Added |
| Bridgefront Capital, LLC | 7,062 | $258.7K | 0.18% | +7,062 | New |
| SMH Capital Advisors Inc | 7,158 | $262.0K | 0.61% | −509−6.6% | Reduced |
| Apexium Financial, LP | 7,163 | $262.4K | 0.03% | 00.0% | Unchanged |
| Mastrapasqua Asset Management Inc | 7,220 | $264.5K | 0.03% | +262+3.8% | Added |
| Coldstream Capital Management Inc | 7,242 | $265.3K | 0.01% | −294−3.9% | Reduced |
| Occudo Quantitative Strategies LP | 7,263 | $266.0K | 0.03% | +7,263 | New |
| Umb Bank N A | 7,358 | $269.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 7,381 | $270.4K | 0.00% | +602+8.9% | Added |
| Boston Trust Walden Corp | 7,500 | $274.7K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 7,546 | $276.4K | 0.05% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,575 | $277.5K | 0.07% | −10,598−58.3% | Reduced |
| Advisory Services Network, LLC | 7,734 | $283.3K | 0.01% | +7,734 | New |
| Ethic Inc. | 7,744 | $283.7K | 0.01% | −766−9.0% | Reduced |
| Stratos Wealth Partners, LTD. | 7,779 | $285.0K | 0.01% | −340−4.2% | Reduced |
| Brinker Capital Investments, LLC | 8,050 | $294.9K | 0.00% | +8,050 | New |
| Orion Portfolio Solutions, LLC | 8,050 | $294.9K | 0.00% | +8,050 | New |
| Lincoln National Corp | 8,107 | $297.0K | 0.01% | +25+0.3% | Added |
| Avantax Advisory Services, Inc. | 8,357 | $306.1K | 0.00% | −669−7.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 8,603 | $315.1K | 0.00% | +140+1.7% | Added |
| Yelin Lapidot Holdings Management Ltd. | 8,652 | $319.4K | 0.08% | +8,652 | New |
| GTS Securities LLC | 8,788 | $321.9K | 0.01% | +8,788 | New |
| Diversified Trust Co | 8,957 | $328.1K | 0.01% | +8,957 | New |
| Shelton Capital Management | 9,089 | $332.9K | 0.01% | 00.0% | Unchanged |
| Davenport & Co LLC | 9,160 | $335.5K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 9,545 | $349.6K | 0.00% | −1,363−12.5% | Reduced |
| Pinnacle Associates Ltd | 9,710 | $355.7K | 0.01% | −1,193−10.9% | Reduced |
| Cookson Peirce & Co Inc | 9,709 | $356.0K | 0.02% | +787+8.8% | Added |
| HMS Capital Management, LLC | 9,783 | $358.3K | 0.24% | −252−2.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 10,385 | $380.4K | 0.00% | −109,415−91.3% | Reduced |
| Mariner, LLC | 10,575 | $387.4K | 0.00% | −64−0.6% | Reduced |
| Yorktown Management & Research Co Inc | 10,700 | $391.9K | 0.44% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 10,993 | $402.7K | 0.08% | +10,993 | New |
| Connable Office Inc | 11,200 | $410.3K | 0.06% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 11,268 | $412.7K | 0.04% | +11,268 | New |
| United Services Automobile Association | 11,573 | $423.9K | 0.01% | +409+3.7% | Added |
| Bridgewater Associates, LP | 11,696 | $428.4K | 0.00% | +2,237+23.6% | Added |
| Catalyst Financial Partners LLC | 12,030 | $440.7K | 0.14% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 12,057 | $441.6K | 0.00% | −418−3.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 12,171 | $445.8K | 0.00% | +12,171 | New |
| Western Wealth Management, LLC | 12,355 | $452.6K | 0.04% | −1,052−7.8% | Reduced |
| Carmel Capital Partners, LLC | 12,400 | $454.2K | 0.20% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 12,623 | $461.0K | 0.00% | +10,694+554.4% | Added |
| BNP Paribas Arbitrage, SA | 12,626 | $462.5K | 0.00% | −12,819−50.4% | Reduced |
| Mirabella Financial Services LLP | 12,827 | $469.9K | 0.07% | +12,827 | New |
| Jefferies Financial Group Inc. | 13,043 | $477.8K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 13,221 | $484.0K | 0.08% | +13,221 | New |
| Twinbeech Capital LP | 13,271 | $486.1K | 0.01% | −95,788−87.8% | Reduced |
| Raymond James Trust N.A. | 14,156 | $518.5K | 0.02% | +1,053+8.0% | Added |
| Stifel Financial Corp | 14,159 | $518.6K | 0.00% | +133+0.9% | Added |
| Crossmark Global Holdings, Inc. | 14,987 | $529.0K | 0.01% | −865−5.5% | Reduced |
| Silvercrest Asset Management Group LLC | 14,495 | $531.0K | 0.00% | −830−5.4% | Reduced |
| Shell Asset Management Co | 14,709 | $539.0K | 0.02% | −254−1.7% | Reduced |
| Pacer Advisors, Inc. | 14,781 | $541.4K | 0.00% | −25,889−63.7% | Reduced |
| Citadel Investment Advisory, Inc. | 14,885 | $545.0K | 0.36% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 14,969 | $548.3K | 0.02% | −1,665−10.0% | Reduced |
| Harbor Advisors LLC | 15,000 | $549.5K | 0.12% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 15,301 | $560.5K | 0.00% | +3,521+29.9% | Added |
| Joel Isaacson & Co., LLC | 15,500 | $567.8K | 0.04% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 15,501 | $567.8K | 0.04% | −3,396−18.0% | Reduced |
| Bank of Nova Scotia | 15,600 | $571.4K | 0.00% | −181,239−92.1% | Reduced |
| King Luther Capital Management Corp | 15,661 | $573.7K | 0.00% | +498+3.3% | Added |
| Maryland State Retirement & Pension System | 15,766 | $577.5K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 15,905 | $582.6K | 0.09% | −14,530−47.7% | Reduced |
| Ancora Advisors, LLC | 15,925 | $583.3K | 0.02% | +825+5.5% | Added |
| ISAM Funds (UK) Ltd | 16,685 | $611.2K | 0.39% | +16,685 | New |
| Blair William & Co | 16,838 | $616.8K | 0.00% | +10.0% | Added |
| Rehmann Capital Advisory Group | 16,927 | $620.0K | 0.06% | −3,233−16.0% | Reduced |
| KWMG, LLC | 17,187 | $629.6K | 0.08% | +932+5.7% | Added |
| Evercore Wealth Management, LLC | 17,933 | $656.9K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 18,186 | $666.0K | 0.00% | −1,433−7.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 18,700 | $685.0K | 0.03% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 18,723 | $685.8K | 0.00% | +18,723 | New |
| Creative Planning | 19,181 | $702.6K | 0.00% | +2,233+13.2% | Added |
| National Bank of Canada | 19,909 | $711.2K | 0.00% | 00.0% | Unchanged |