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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 2,709 | $109.5K | 0.01% | −511−15.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,900 | $117.2K | 0.06% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 3,125 | $126.3K | 0.04% | 00.0% | Unchanged |
| Spire Wealth Management | 3,575 | $143.5K | 0.00% | −25−0.7% | Reduced |
| Advisory Services Network, LLC | 3,680 | $148.7K | 0.00% | −4,054−52.4% | Reduced |
| NBC Securities, Inc. | 3,958 | $159.0K | 0.02% | −116−2.8% | Reduced |
| Group One Trading, L.P. | 3,941 | $159.3K | 0.01% | +475+13.7% | Added |
| Belmont Capital, LLC | 4,071 | $164.5K | 0.07% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 4,229 | $170.0K | 0.00% | −8,394−66.5% | Reduced |
| Vestor Capital, LLC | 4,646 | $188.0K | 0.02% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 4,735 | $191.3K | 0.00% | −221,568−97.9% | Reduced |
| CIBC Asset Management Inc | 4,974 | $201.0K | 0.00% | +4,974 | New |
| Centiva Capital, LP | 4,978 | $201.2K | 0.01% | +4,978 | New |
| Signaturefd, LLC | 4,993 | $201.8K | 0.00% | −170−3.3% | Reduced |
| Pittenger & Anderson Inc | 5,000 | $202.1K | 0.01% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 5,003 | $202.2K | 0.01% | +5,003 | New |
| Capstone Investment Advisors, LLC | 5,163 | $208.6K | 0.00% | +5,163 | New |
| Pitcairn Co | 5,169 | $208.9K | 0.02% | +5,169 | New |
| Ethic Inc. | 5,198 | $210.1K | 0.01% | −2,546−32.9% | Reduced |
| Cetera Advisor Networks LLC | 5,220 | $210.9K | 0.00% | +5,220 | New |
| MKT Advisors LLC | 5,275 | $211.8K | 0.14% | +5,275 | New |
| NorthRock Partners, LLC | 5,245 | $211.9K | 0.01% | +5,245 | New |
| Panagora Asset Management Inc | 5,312 | $214.7K | 0.00% | −41,425−88.6% | Reduced |
| HM Payson & Co | 5,325 | $215.2K | 0.00% | +400+8.1% | Added |
| GTS Securities LLC | 5,352 | $216.3K | 0.00% | −3,436−39.1% | Reduced |
| Kingsview Wealth Management, LLC | 5,382 | $217.5K | 0.01% | −123,393−95.8% | Reduced |
| Simmons Bank | 5,578 | $225.4K | 0.02% | +5,578 | New |
| Summit Global Investments | 5,706 | $231.0K | 0.02% | +5,706 | New |
| Whittier Trust Co of Nevada Inc | 5,737 | $231.8K | 0.01% | +149+2.7% | Added |
| Whitener Capital Management, Inc. | 5,895 | $238.2K | 0.09% | −70−1.2% | Reduced |
| Searle & Co. | 6,000 | $242.5K | 0.07% | 00.0% | Unchanged |
| Quent Capital, LLC | 6,183 | $249.9K | 0.03% | −138−2.2% | Reduced |
| First Heartland Consultants, Inc. | 6,221 | $251.0K | 0.03% | −72−1.1% | Reduced |
| Aspiriant, LLC | 6,243 | $252.3K | 0.01% | 00.0% | Unchanged |
| Country Club Bank | 6,200 | $252.5K | 0.02% | 00.0% | Unchanged |
| Pecaut & Co. | 6,350 | $256.6K | 0.10% | 00.0% | Unchanged |
| Greenleaf Trust | 6,352 | $256.7K | 0.00% | −566−8.2% | Reduced |
| Los Angeles Capital Management LLC | 6,443 | $260.4K | 0.00% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 6,445 | $260.4K | 0.01% | 00.0% | Unchanged |
| Cooper Financial Group | 6,527 | $263.8K | 0.05% | +55+0.8% | Added |
| Maple Capital Management, Inc. | 6,598 | $266.6K | 0.03% | +282+4.5% | Added |
| MML Investors Services, LLC | 6,726 | $272.0K | 0.00% | +243+3.7% | Added |
| Checchi Capital Advisers, LLC | 6,749 | $272.7K | 0.02% | +164+2.5% | Added |
| Northwestern Mutual Wealth Management Co | 6,765 | $273.4K | 0.00% | −616−8.3% | Reduced |
| Forum Financial Management, LP | 6,961 | $281.3K | 0.01% | 00.0% | Unchanged |
| SMH Capital Advisors Inc | 6,969 | $281.6K | 0.61% | −189−2.6% | Reduced |
| Baker Ellis Asset Management LLC | 7,000 | $282.9K | 0.05% | 00.0% | Unchanged |
| Apexium Financial, LP | 7,163 | $289.5K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 7,209 | $291.0K | 0.00% | +198+2.8% | Added |
| Shelton Capital Management | 7,260 | $293.4K | 0.01% | −1,829−20.1% | Reduced |
| Umb Bank N A | 7,276 | $294.0K | 0.00% | −82−1.1% | Reduced |
| Monetary Management Group Inc | 7,400 | $299.0K | 0.09% | +1,600+27.6% | Added |
| Boston Trust Walden Corp | 7,500 | $303.1K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 7,534 | $304.5K | 0.01% | −245−3.1% | Reduced |
| Crewe Advisors LLC | 7,546 | $304.9K | 0.05% | 00.0% | Unchanged |
| Permanens Capital L.P. | 7,580 | $306.3K | 0.06% | +7,580 | New |
| Lincoln National Corp | 7,802 | $315.3K | 0.01% | −305−3.8% | Reduced |
| Lazard Asset Management LLC | 7,864 | $317.0K | 0.00% | +7,864 | New |
| Oxford Asset Management LLP | 7,872 | $318.1K | 0.48% | +7,872 | New |
| DekaBank Deutsche Girozentrale | 7,864 | $320.0K | 0.00% | +7,864 | New |
| Avantax Advisory Services, Inc. | 7,925 | $320.2K | 0.00% | −432−5.2% | Reduced |
| Petrus Trust Company, LTA | 8,170 | $330.1K | 0.03% | +8,170 | New |
| Sequoia Financial Advisors, LLC | 8,196 | $331.2K | 0.00% | +8,196 | New |
| Buckingham Strategic Wealth, LLC | 8,471 | $342.3K | 0.00% | −132−1.5% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 8,652 | $349.6K | 0.08% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 8,783 | $355.0K | 0.03% | −11,736−57.2% | Reduced |
| Western Wealth Management, LLC | 8,807 | $355.9K | 0.03% | −3,548−28.7% | Reduced |
| ProShare Advisors LLC | 8,860 | $358.0K | 0.00% | −685−7.2% | Reduced |
| Wolverine Trading, LLC | 8,907 | $359.9K | 0.00% | +8,907 | New |
| Seven Eight Capital, LP | 9,209 | $372.1K | 0.04% | −38,372−80.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 9,330 | $377.0K | 0.00% | −2,841−23.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,375 | $378.8K | 0.07% | +1,800+23.8% | Added |
| Coldstream Capital Management Inc | 9,384 | $379.2K | 0.01% | +2,142+29.6% | Added |
| Brinker Capital Investments, LLC | 9,417 | $383.2K | 0.00% | +1,367+17.0% | Added |
| Orion Portfolio Solutions, LLC | 9,417 | $383.2K | 0.00% | +1,367+17.0% | Added |
| Monticello Wealth Management, LLC | 9,578 | $387.0K | 0.04% | −1,690−15.0% | Reduced |
| HMS Capital Management, LLC | 9,682 | $391.2K | 0.24% | −101−1.0% | Reduced |
| Am Investment Strategies LLC | 10,122 | $409.0K | 0.12% | +10,122 | New |
| Pinnacle Associates Ltd | 10,217 | $412.9K | 0.01% | +507+5.2% | Added |
| Cookson Peirce & Co Inc | 10,665 | $431.0K | 0.03% | +956+9.8% | Added |
| Yorktown Management & Research Co Inc | 10,700 | $432.4K | 0.45% | 00.0% | Unchanged |
| Stifel Financial Corp | 10,700 | $432.4K | 0.00% | −3,459−24.4% | Reduced |
| Handelsinvest Investeringsforvaltning | 10,756 | $435.0K | 0.18% | +10,756 | New |
| Sherbrooke Park Advisers LLC | 10,770 | $435.2K | 0.20% | −21,126−66.2% | Reduced |
| Hamilton Capital Partners Inc. | 10,810 | $436.8K | 0.09% | +5,810+116.2% | Added |
| Wade G W & Inc | 10,876 | $440.0K | 0.01% | +10,876 | New |
| Sage Capital Management, LLC | 10,901 | $440.5K | 0.26% | +10,901 | New |
| Teza Capital Management LLC | 11,184 | $451.9K | 0.08% | +11,184 | New |
| Connable Office Inc | 11,200 | $452.6K | 0.05% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 11,245 | $454.4K | 0.01% | +11,245 | New |
| Mariner, LLC | 11,277 | $455.7K | 0.00% | +702+6.6% | Added |
| Shell Asset Management Co | 11,297 | $457.0K | 0.02% | −3,412−23.2% | Reduced |
| Carmel Capital Partners, LLC | 11,400 | $460.7K | 0.24% | −1,000−8.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 12,092 | $482.1K | 0.00% | +35+0.3% | Added |
| Catalyst Financial Partners LLC | 12,084 | $488.3K | 0.14% | +54+0.4% | Added |
| Point72 Hong Kong Ltd | 12,304 | $497.2K | 0.03% | +12,304 | New |
| Nebula Research & Development LLC | 12,542 | $506.8K | 0.15% | +12,542 | New |
| Entropy Technologies, LP | 12,844 | $519.0K | 0.10% | +12,844 | New |
| BNP Paribas Arbitrage, SA | 12,913 | $521.8K | 0.00% | +287+2.3% | Added |
| United Services Automobile Association | 12,955 | $523.5K | 0.01% | +1,382+11.9% | Added |