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 |
|---|---|---|---|---|---|
| Orion Portfolio Solutions, LLC | 9,417 | $383.2K | 0.00% | +1,367+17.0% | Added |
| Coldstream Capital Management Inc | 9,384 | $379.2K | 0.01% | +2,142+29.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,375 | $378.8K | 0.07% | +1,800+23.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 9,330 | $377.0K | 0.00% | −2,841−23.3% | Reduced |
| Seven Eight Capital, LP | 9,209 | $372.1K | 0.04% | −38,372−80.6% | Reduced |
| Wolverine Trading, LLC | 8,907 | $359.9K | 0.00% | +8,907 | New |
| ProShare Advisors LLC | 8,860 | $358.0K | 0.00% | −685−7.2% | Reduced |
| Western Wealth Management, LLC | 8,807 | $355.9K | 0.03% | −3,548−28.7% | Reduced |
| Gsa Capital Partners LLP | 8,783 | $355.0K | 0.03% | −11,736−57.2% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 8,652 | $349.6K | 0.08% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 8,471 | $342.3K | 0.00% | −132−1.5% | Reduced |
| Sequoia Financial Advisors, LLC | 8,196 | $331.2K | 0.00% | +8,196 | New |
| Petrus Trust Company, LTA | 8,170 | $330.1K | 0.03% | +8,170 | New |
| Avantax Advisory Services, Inc. | 7,925 | $320.2K | 0.00% | −432−5.2% | Reduced |
| DekaBank Deutsche Girozentrale | 7,864 | $320.0K | 0.00% | +7,864 | New |
| Oxford Asset Management LLP | 7,872 | $318.1K | 0.48% | +7,872 | New |
| Lazard Asset Management LLC | 7,864 | $317.0K | 0.00% | +7,864 | New |
| Lincoln National Corp | 7,802 | $315.3K | 0.01% | −305−3.8% | Reduced |
| Permanens Capital L.P. | 7,580 | $306.3K | 0.06% | +7,580 | New |
| Crewe Advisors LLC | 7,546 | $304.9K | 0.05% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 7,534 | $304.5K | 0.01% | −245−3.1% | Reduced |
| Boston Trust Walden Corp | 7,500 | $303.1K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 7,400 | $299.0K | 0.09% | +1,600+27.6% | Added |
| Umb Bank N A | 7,276 | $294.0K | 0.00% | −82−1.1% | Reduced |
| Shelton Capital Management | 7,260 | $293.4K | 0.01% | −1,829−20.1% | Reduced |
| Ci Investments Inc. | 7,209 | $291.0K | 0.00% | +198+2.8% | Added |
| Apexium Financial, LP | 7,163 | $289.5K | 0.02% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 7,000 | $282.9K | 0.05% | 00.0% | Unchanged |
| SMH Capital Advisors Inc | 6,969 | $281.6K | 0.61% | −189−2.6% | Reduced |
| Forum Financial Management, LP | 6,961 | $281.3K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 6,765 | $273.4K | 0.00% | −616−8.3% | Reduced |
| Checchi Capital Advisers, LLC | 6,749 | $272.7K | 0.02% | +164+2.5% | Added |
| MML Investors Services, LLC | 6,726 | $272.0K | 0.00% | +243+3.7% | Added |
| Maple Capital Management, Inc. | 6,598 | $266.6K | 0.03% | +282+4.5% | Added |
| Cooper Financial Group | 6,527 | $263.8K | 0.05% | +55+0.8% | Added |
| Carnegie Capital Asset Management, LLC | 6,445 | $260.4K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 6,443 | $260.4K | 0.00% | 00.0% | Unchanged |
| Greenleaf Trust | 6,352 | $256.7K | 0.00% | −566−8.2% | Reduced |
| Pecaut & Co. | 6,350 | $256.6K | 0.10% | 00.0% | Unchanged |
| Country Club Bank | 6,200 | $252.5K | 0.02% | 00.0% | Unchanged |
| Aspiriant, LLC | 6,243 | $252.3K | 0.01% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 6,221 | $251.0K | 0.03% | −72−1.1% | Reduced |
| Quent Capital, LLC | 6,183 | $249.9K | 0.03% | −138−2.2% | Reduced |
| Searle & Co. | 6,000 | $242.5K | 0.07% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 5,895 | $238.2K | 0.09% | −70−1.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,737 | $231.8K | 0.01% | +149+2.7% | Added |
| Summit Global Investments | 5,706 | $231.0K | 0.02% | +5,706 | New |
| Simmons Bank | 5,578 | $225.4K | 0.02% | +5,578 | New |
| Kingsview Wealth Management, LLC | 5,382 | $217.5K | 0.01% | −123,393−95.8% | Reduced |
| GTS Securities LLC | 5,352 | $216.3K | 0.00% | −3,436−39.1% | Reduced |
| HM Payson & Co | 5,325 | $215.2K | 0.00% | +400+8.1% | Added |
| Panagora Asset Management Inc | 5,312 | $214.7K | 0.00% | −41,425−88.6% | Reduced |
| NorthRock Partners, LLC | 5,245 | $211.9K | 0.01% | +5,245 | New |
| MKT Advisors LLC | 5,275 | $211.8K | 0.14% | +5,275 | New |
| Cetera Advisor Networks LLC | 5,220 | $210.9K | 0.00% | +5,220 | New |
| Ethic Inc. | 5,198 | $210.1K | 0.01% | −2,546−32.9% | Reduced |
| Pitcairn Co | 5,169 | $208.9K | 0.02% | +5,169 | New |
| Capstone Investment Advisors, LLC | 5,163 | $208.6K | 0.00% | +5,163 | New |
| Pure Financial Advisors, Inc. | 5,003 | $202.2K | 0.01% | +5,003 | New |
| Pittenger & Anderson Inc | 5,000 | $202.1K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,993 | $201.8K | 0.00% | −170−3.3% | Reduced |
| Centiva Capital, LP | 4,978 | $201.2K | 0.01% | +4,978 | New |
| CIBC Asset Management Inc | 4,974 | $201.0K | 0.00% | +4,974 | New |
| Cubist Systematic Strategies, LLC | 4,735 | $191.3K | 0.00% | −221,568−97.9% | Reduced |
| Vestor Capital, LLC | 4,646 | $188.0K | 0.02% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 4,229 | $170.0K | 0.00% | −8,394−66.5% | Reduced |
| Belmont Capital, LLC | 4,071 | $164.5K | 0.07% | 00.0% | Unchanged |
| Group One Trading, L.P. | 3,941 | $159.3K | 0.01% | +475+13.7% | Added |
| NBC Securities, Inc. | 3,958 | $159.0K | 0.02% | −116−2.8% | Reduced |
| Advisory Services Network, LLC | 3,680 | $148.7K | 0.00% | −4,054−52.4% | Reduced |
| Spire Wealth Management | 3,575 | $143.5K | 0.00% | −25−0.7% | Reduced |
| Compass Wealth Management LLC | 3,125 | $126.3K | 0.04% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,900 | $117.2K | 0.06% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,709 | $109.5K | 0.01% | −511−15.9% | Reduced |
| Institutional & Family Asset Management, LLC | 2,628 | $106.2K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 2,578 | $104.2K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2,572 | $103.9K | 0.02% | +6+0.2% | Added |
| Fifth Third Bancorp | 2,428 | $98.1K | 0.00% | −145−5.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 2,258 | $91.2K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 2,250 | $90.9K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,843 | $74.0K | 0.01% | −3,570−66.0% | Reduced |
| Harbour Investments, Inc. | 1,754 | $70.9K | 0.00% | +25+1.4% | Added |
| Headlands Technologies LLC | 1,751 | $70.8K | 0.02% | +1,751 | New |
| Geneos Wealth Management Inc. | 1,630 | $65.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,500 | $60.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,341 | $54.2K | 0.00% | −397−22.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,275 | $51.5K | 0.00% | −2,350−64.8% | Reduced |
| GWM Advisors LLC | 1,262 | $51.0K | 0.00% | +508+67.4% | Added |
| Albion Financial Group | 1,260 | $50.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,225 | $50.0K | 0.03% | −999−44.9% | Reduced |
| Washington Trust Advisors, Inc. | 1,232 | $49.8K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 1,158 | $46.8K | 0.00% | +1,158 | New |
| Allworth Financial LP | 1,126 | $45.5K | 0.00% | +407+56.6% | Added |
| Ronald Blue Trust, Inc. | 1,196 | $44.0K | 0.00% | −166−12.2% | Reduced |
| CWM, LLC | 1,040 | $42.0K | 0.00% | −67−6.1% | Reduced |
| Pin Oak Investment Advisors Inc | 900 | $36.0K | 0.04% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 796 | $32.2K | 0.00% | +796 | New |
| Naples Money Management LLC | 720 | $29.1K | 0.03% | +720 | New |
| Cambridge Trust Co | 679 | $27.4K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 678 | $27.4K | 0.01% | 00.0% | Unchanged |