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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 7,734 | $283.3K | 0.01% | +7,734 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,575 | $277.5K | 0.07% | −10,598−58.3% | Reduced |
| Crewe Advisors LLC | 7,546 | $276.4K | 0.05% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 7,500 | $274.7K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 7,381 | $270.4K | 0.00% | +602+8.9% | Added |
| Umb Bank N A | 7,358 | $269.5K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 7,263 | $266.0K | 0.03% | +7,263 | New |
| Coldstream Capital Management Inc | 7,242 | $265.3K | 0.01% | −294−3.9% | Reduced |
| Mastrapasqua Asset Management Inc | 7,220 | $264.5K | 0.03% | +262+3.8% | Added |
| Apexium Financial, LP | 7,163 | $262.4K | 0.03% | 00.0% | Unchanged |
| SMH Capital Advisors Inc | 7,158 | $262.0K | 0.61% | −509−6.6% | Reduced |
| Bridgefront Capital, LLC | 7,062 | $258.7K | 0.18% | +7,062 | New |
| Ci Investments Inc. | 7,011 | $257.0K | 0.00% | +128+1.9% | Added |
| Baker Ellis Asset Management LLC | 7,000 | $256.4K | 0.05% | 00.0% | Unchanged |
| Forum Financial Management, LP | 6,961 | $255.0K | 0.01% | 00.0% | Unchanged |
| Greenleaf Trust | 6,918 | $253.4K | 0.00% | +228+3.4% | Added |
| Penn Mutual Asset Management, LLC | 6,650 | $243.6K | 0.23% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 6,585 | $241.2K | 0.02% | 00.0% | Unchanged |
| Cooper Financial Group | 6,472 | $237.1K | 0.06% | +56+0.9% | Added |
| MML Investors Services, LLC | 6,483 | $237.0K | 0.00% | +6,483 | New |
| Carnegie Capital Asset Management, LLC | 6,445 | $236.1K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 6,443 | $236.0K | 0.00% | −3,043−32.1% | Reduced |
| Pecaut & Co. | 6,350 | $232.6K | 0.10% | 00.0% | Unchanged |
| Quent Capital, LLC | 6,321 | $231.6K | 0.04% | +366+6.1% | Added |
| Maple Capital Management, Inc. | 6,316 | $231.4K | 0.03% | +6,316 | New |
| First Heartland Consultants, Inc. | 6,293 | $231.0K | 0.03% | +55+0.9% | Added |
| Dynamic Technology Lab Private Ltd | 6,271 | $230.0K | 0.02% | +6,271 | New |
| Pathstone Family Office, LLC | 6,274 | $229.8K | 0.00% | +6,274 | New |
| Country Club Bank | 6,200 | $228.9K | 0.02% | 00.0% | Unchanged |
| Aspiriant, LLC | 6,243 | $228.7K | 0.01% | +170+2.8% | Added |
| Cetera Investment Advisers | 6,238 | $228.5K | 0.00% | −5,742−47.9% | Reduced |
| Quadrature Capital Ltd | 6,080 | $222.9K | 0.00% | +6,080 | New |
| Searle & Co. | 6,000 | $219.8K | 0.07% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 5,965 | $218.5K | 0.09% | +5,965 | New |
| Brevan Howard Capital Management LP | 5,859 | $214.6K | 0.06% | +5,859 | New |
| Monetary Management Group Inc | 5,800 | $212.5K | 0.07% | +2,600+81.3% | Added |
| Whittier Trust Co of Nevada Inc | 5,588 | $204.7K | 0.01% | +110+2.0% | Added |
| DRW Securities, LLC | 5,500 | $201.0K | 0.02% | −30,000−84.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 5,463 | $200.0K | 0.00% | +5,463 | New |
| Harvest Fund Management Co., Ltd | 5,413 | $198.0K | 0.03% | +1,384+34.4% | Added |
| Simplex Trading, LLC | 5,293 | $193.0K | 0.01% | +5,293 | New |
| Signaturefd, LLC | 5,163 | $189.1K | 0.00% | +377+7.9% | Added |
| 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 |
| HM Payson & Co | 4,925 | $180.4K | 0.00% | 00.0% | Unchanged |
| Vestor Capital, LLC | 4,646 | $170.0K | 0.02% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 4,232 | $155.0K | 0.12% | +58+1.4% | Added |
| Belmont Capital, LLC | 4,071 | $149.1K | 0.08% | +3,536+660.9% | Added |
| NBC Securities, Inc. | 4,074 | $149.0K | 0.02% | +4,074 | New |
| SG Americas Securities, LLC | 3,889 | $142.0K | 0.00% | −26,246−87.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,625 | $132.8K | 0.00% | −6,630−64.7% | Reduced |
| Spire Wealth Management | 3,600 | $131.9K | 0.01% | +30+0.8% | Added |
| Group One Trading, L.P. | 3,466 | $127.0K | 0.01% | +3,466 | New |
| Quadrant Capital Group LLC | 3,220 | $117.9K | 0.01% | +942+41.4% | Added |
| Compass Wealth Management LLC | 3,125 | $114.5K | 0.04% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,900 | $106.2K | 0.05% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2,628 | $96.3K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 2,578 | $94.4K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,573 | $94.2K | 0.00% | +356+16.1% | Added |
| Glen Eagle Advisors, LLC | 2,566 | $94.0K | 0.02% | +5+0.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 2,258 | $82.7K | 0.00% | −254,134−99.1% | Reduced |
| Nomura Asset Management Co Ltd | 2,250 | $82.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2,224 | $82.0K | 0.06% | −897−28.7% | Reduced |
| Glassman Wealth Services | 1,847 | $67.7K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,738 | $63.7K | 0.00% | +64+3.8% | Added |
| Harbour Investments, Inc. | 1,729 | $63.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,630 | $59.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,500 | $54.9K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,300 | $47.6K | 0.00% | −3,516−73.0% | Reduced |
| Albion Financial Group | 1,260 | $46.2K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,250 | $45.8K | 0.00% | −1,379−52.5% | Reduced |
| Washington Trust Advisors, Inc. | 1,232 | $45.1K | 0.00% | +1,232 | New |
| Ronald Blue Trust, Inc. | 1,362 | $45.0K | 0.00% | +868+175.7% | Added |
| CWM, LLC | 1,107 | $41.0K | 0.00% | +180+19.4% | Added |
| Pin Oak Investment Advisors Inc | 900 | $33.0K | 0.04% | 00.0% | Unchanged |
| Denali Advisors LLC | 825 | $30.2K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 754 | $27.6K | 0.00% | −57−7.0% | Reduced |
| Allworth Financial LP | 719 | $26.3K | 0.00% | +49+7.3% | Added |
| Highlander Capital Management, LLC | 678 | $25.0K | 0.01% | +78+13.0% | Added |
| Cambridge Trust Co | 679 | $24.9K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 652 | $23.9K | 0.01% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 592 | $21.7K | 0.00% | +592 | New |
| JCIC Asset Management Inc. | 515 | $18.9K | 0.01% | −100−16.3% | Reduced |
| Manchester Capital Management LLC | 511 | $18.7K | 0.00% | −2−0.4% | Reduced |
| IFP Advisors, Inc | 491 | $18.0K | 0.00% | −800−62.0% | Reduced |
| North Star Investment Management Corp. | 460 | $16.9K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 455 | $16.7K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 438 | $16.0K | 0.00% | +150+52.1% | Added |
| Desjardins Global Asset Management Inc. | 434 | $15.9K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 433 | $15.9K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 431 | $15.8K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 425 | $15.6K | 0.01% | +425 | New |
| Westside Investment Management, Inc. | 421 | $15.4K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 433 | $15.0K | 0.00% | −140−24.4% | Reduced |
| First Horizon Advisors, Inc. | 370 | $13.6K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 351 | $13.0K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 340 | $12.5K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 321 | $11.8K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 295 | $11.0K | 0.00% | +1+0.3% | Added |
| GHP Investment Advisors, Inc. | 320 | $10.6K | 0.00% | 00.0% | Unchanged |