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, Q4 2023
Institutional positions in Jefferies Financial Group Inc. as of Dec 31, 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
- 475
- +43 vs. Q3 2023
- Shares held
- 129.1M
- −1.14M (−0.9%) vs. Q3 2023
- Total value
- $5.22B
- +$434.2M (+9.1%) vs. Q3 2023
- New holders
- 77
- 125 more added
- Sold out
- 34
- 179 more reduced
7 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Jefferies Financial Group Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $40 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $41 | 0.00% | +1 | New |
| M&R Capital Management Inc | 3 | $121 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $203 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 14 | $566 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 15 | $607 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 21 | $849 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 24 | $970 | 0.00% | +24 | New |
| Glassman Wealth Services | 25 | $1.01K | 0.00% | −1,822−98.6% | Reduced |
| AdvisorNet Financial, Inc | 26 | $1.05K | 0.00% | +26 | New |
| Cape Investment Advisory, Inc. | 26 | $1.05K | 0.00% | +26 | New |
| Versant Capital Management, Inc | 32 | $1.29K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 33 | $1.33K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 34 | $1.37K | 0.00% | +34 | New |
| Gradient Investments LLC | 35 | $1.41K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 37 | $1.48K | 0.00% | +1+2.8% | Added |
| Zions Bancorporation, N.A. | 42 | $1.70K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 43 | $1.74K | 0.00% | +43 | New |
| Private Wealth Management Group, LLC | 48 | $1.94K | 0.00% | +48 | New |
| McGlone Suttner Wealth Management, Inc. | 49 | $1.98K | 0.00% | +49 | New |
| WealthCollab, LLC | 57 | $2.30K | 0.00% | +57 | New |
| SJS Investment Consulting Inc. | 60 | $2.42K | 0.00% | −10−14.3% | Reduced |
| MCF Advisors LLC | 60 | $2.42K | 0.00% | +60 | New |
| Caitlin John, LLC | 60 | $2.44K | 0.00% | +60 | New |
| ORG Partners LLC | 70 | $2.83K | 0.00% | +35+100.0% | Added |
| Farmers & Merchants Investments Inc | 70 | $2.83K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 71 | $2.87K | 0.00% | +71 | New |
| Global Retirement Partners, LLC | 78 | $3.12K | 0.00% | +3+4.0% | Added |
| GAMMA Investing LLC | 94 | $3.83K | 0.00% | +94 | New |
| Proequities, Inc. | 101 | $4.08K | 0.00% | +63+165.8% | Added |
| EverSource Wealth Advisors, LLC | 113 | $4.57K | 0.00% | −82−42.1% | Reduced |
| Lee Financial Co | 114 | $4.61K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 120 | $4.85K | 0.00% | +120 | New |
| Hexagon Capital Partners LLC | 125 | $5.05K | 0.00% | −9−6.7% | Reduced |
| Private Trust Co NA | 133 | $5.38K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 133 | $5.38K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 165 | $6.67K | 0.01% | −33−16.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 174 | $7.03K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 180 | $7.27K | 0.00% | −24−11.8% | Reduced |
| Assetmark, Inc | 181 | $7.31K | 0.00% | −100−35.6% | Reduced |
| Atlas Capital Advisors LLC | 196 | $7.92K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 205 | $8.00K | 0.00% | −90−30.5% | Reduced |
| FSA Wealth Management LLC | 200 | $8.00K | 0.00% | +200 | New |
| Whittier Trust Co | 201 | $8.12K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 205 | $8.29K | 0.00% | −80−28.1% | Reduced |
| SYSTM Wealth Solutions LLC | 211 | $8.53K | 0.00% | +211 | New |
| Pineridge Advisors LLC | 215 | $8.68K | 0.00% | +215 | New |
| Lindbrook Capital, LLC | 222 | $8.97K | 0.00% | −31−12.3% | Reduced |
| JCIC Asset Management Inc. | 240 | $9.70K | 0.00% | −275−53.4% | Reduced |
| Central Trust Co | 290 | $11.7K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 294 | $11.9K | 0.00% | +153+108.5% | Added |
| Massmutual Trust Co FSB | 303 | $12.2K | 0.00% | +37+13.9% | Added |
| Turtle Creek Wealth Advisors, LLC | 335 | $13.5K | 0.00% | +335 | New |
| Peregrine Capital Management LLC | 340 | $13.7K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 351 | $14.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 370 | $15.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 392 | $15.8K | 0.00% | −99−20.2% | Reduced |
| Westside Investment Management, Inc. | 421 | $17.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 425 | $17.2K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 431 | $17.4K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 433 | $17.5K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 434 | $17.5K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 433 | $18.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 455 | $18.4K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 460 | $18.6K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 491 | $19.8K | 0.01% | −161−24.7% | Reduced |
| Creative Financial Designs Inc | 500 | $20.2K | 0.00% | +62+14.2% | Added |
| Rothschild Investment LLC | 505 | $20.4K | 0.00% | +505 | New |
| Manchester Capital Management LLC | 511 | $20.6K | 0.00% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 554 | $22.4K | 0.00% | +554 | New |
| Denali Advisors LLC | 613 | $24.8K | 0.01% | −212−25.7% | Reduced |
| Hanson & Doremus Investment Management | 675 | $27.0K | 0.01% | +675 | New |
| Highlander Capital Management, LLC | 678 | $27.4K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 679 | $27.4K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 720 | $29.1K | 0.03% | +720 | New |
| Mitsubishi UFJ Trust & Banking Corp | 796 | $32.2K | 0.00% | +796 | New |
| Pin Oak Investment Advisors Inc | 900 | $36.0K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 1,040 | $42.0K | 0.00% | −67−6.1% | Reduced |
| Ronald Blue Trust, Inc. | 1,196 | $44.0K | 0.00% | −166−12.2% | Reduced |
| Allworth Financial LP | 1,126 | $45.5K | 0.00% | +407+56.6% | Added |
| Altshuler Shaham Ltd | 1,158 | $46.8K | 0.00% | +1,158 | New |
| Washington Trust Advisors, Inc. | 1,232 | $49.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,225 | $50.0K | 0.03% | −999−44.9% | Reduced |
| Albion Financial Group | 1,260 | $50.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,262 | $51.0K | 0.00% | +508+67.4% | Added |
| Federation des caisses Desjardins du Quebec | 1,275 | $51.5K | 0.00% | −2,350−64.8% | Reduced |
| Parallel Advisors, LLC | 1,341 | $54.2K | 0.00% | −397−22.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,500 | $60.6K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,630 | $65.9K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,751 | $70.8K | 0.02% | +1,751 | New |
| Harbour Investments, Inc. | 1,754 | $70.9K | 0.00% | +25+1.4% | Added |
| Harvest Fund Management Co., Ltd | 1,843 | $74.0K | 0.01% | −3,570−66.0% | Reduced |
| Nomura Asset Management Co Ltd | 2,250 | $90.9K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 2,258 | $91.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,428 | $98.1K | 0.00% | −145−5.6% | Reduced |
| Glen Eagle Advisors, LLC | 2,572 | $103.9K | 0.02% | +6+0.2% | Added |
| Colonial Trust Co | 2,578 | $104.2K | 0.02% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2,628 | $106.2K | 0.02% | 00.0% | Unchanged |