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 |
|---|---|---|---|---|---|
| Central Trust Co | 290 | $10.6K | 0.00% | −210−42.0% | Reduced |
| Parkside Financial Bank & Trust | 285 | $10.4K | 0.00% | −33−10.4% | Reduced |
| Assetmark, Inc | 281 | $10.3K | 0.00% | −71−20.2% | Reduced |
| Massmutual Trust Co FSB | 266 | $9.74K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 253 | $9.27K | 0.00% | +48+23.4% | Added |
| JFS Wealth Advisors, LLC | 204 | $7.47K | 0.00% | +24+13.3% | Added |
| Whittier Trust Co | 201 | $7.36K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 198 | $7.25K | 0.01% | +198 | New |
| Atlas Capital Advisors LLC | 196 | $7.18K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 195 | $7.14K | 0.00% | +54+38.3% | Added |
| Steward Financial Group LLC | 212 | $7.00K | 0.00% | +212 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 174 | $6.37K | 0.00% | +174 | New |
| Earnest Partners LLC | 150 | $5.50K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 141 | $5.17K | 0.00% | +141 | New |
| Hexagon Capital Partners LLC | 134 | $4.91K | 0.00% | −7−5.0% | Reduced |
| Private Trust Co NA | 133 | $4.87K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 133 | $4.87K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 114 | $4.18K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 104 | $3.81K | 0.00% | +52+100.0% | Added |
| Global Retirement Partners, LLC | 75 | $2.63K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 70 | $2.56K | 0.00% | +18+34.6% | Added |
| Farmers & Merchants Investments Inc | 70 | $2.56K | 0.00% | −16−18.6% | Reduced |
| Zions Bancorporation, N.A. | 42 | $1.54K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 38 | $1.39K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 36 | $1.33K | 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 |
| American State Bank (Iowa) | 33 | $1.21K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 32 | $1.17K | 0.00% | −30−48.4% | Reduced |
| RFP Financial Group LLC | 21 | $769 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 15 | $550 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 14 | $464 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $184 | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 3 | $110 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $37 | 0.00% | 00.0% | Unchanged |
| 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 |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −189,247−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −98,465−100.0% | Sold out |
| Elgethun Capital Management | 0 | $0 | 0.00% | −70,788−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −50,600−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −47,679−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −42,186−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −33,023−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −26,247−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −23,905−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −21,944−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −20,800−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −20,485−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −19,961−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −18,705−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −17,823−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −17,289−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −12,531−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −11,956−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −10,047−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −9,231−100.0% | Sold out |
| Permanens Capital L.P. | 0 | $0 | 0.00% | −7,580−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −6,477−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −6,162−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −6,038−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Byrne Asset Management LLC | 0 | $0 | 0.00% | −1,150−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −1,145−100.0% | Sold out |
| Hanson & Doremus Investment Management | 0 | $0 | 0.00% | −760−100.0% | Sold out |
| Meitav Dash Investments Ltd | 0 | $0 | 0.00% | −654−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −640−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −272−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Kames Capital plc | – | – | – | – | Not filed |
| EA Series Trust | – | – | – | – | Not filed |
| Aj Wealth Strategies, LLC | – | – | – | – | Not filed |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| First Capital Advisors Group, LLC. | – | – | – | – | Not filed |