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 |
|---|---|---|---|---|---|
| Hanson & Doremus Investment Management | 675 | $27.0K | 0.01% | +675 | New |
| Denali Advisors LLC | 613 | $24.8K | 0.01% | −212−25.7% | Reduced |
| Point72 Europe (London) LLP | 554 | $22.4K | 0.00% | +554 | New |
| Manchester Capital Management LLC | 511 | $20.6K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 505 | $20.4K | 0.00% | +505 | New |
| Creative Financial Designs Inc | 500 | $20.2K | 0.00% | +62+14.2% | Added |
| Deseret Mutual Benefit Administrators | 491 | $19.8K | 0.01% | −161−24.7% | Reduced |
| North Star Investment Management Corp. | 460 | $18.6K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 455 | $18.4K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 433 | $18.0K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 434 | $17.5K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 433 | $17.5K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 431 | $17.4K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 425 | $17.2K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 421 | $17.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 392 | $15.8K | 0.00% | −99−20.2% | Reduced |
| First Horizon Advisors, Inc. | 370 | $15.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 351 | $14.0K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 340 | $13.7K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 335 | $13.5K | 0.00% | +335 | New |
| Massmutual Trust Co FSB | 303 | $12.2K | 0.00% | +37+13.9% | Added |
| Venturi Wealth Management, LLC | 294 | $11.9K | 0.00% | +153+108.5% | Added |
| Central Trust Co | 290 | $11.7K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 240 | $9.70K | 0.00% | −275−53.4% | Reduced |
| Lindbrook Capital, LLC | 222 | $8.97K | 0.00% | −31−12.3% | Reduced |
| Pineridge Advisors LLC | 215 | $8.68K | 0.00% | +215 | New |
| SYSTM Wealth Solutions LLC | 211 | $8.53K | 0.00% | +211 | New |
| Parkside Financial Bank & Trust | 205 | $8.29K | 0.00% | −80−28.1% | Reduced |
| Whittier Trust Co | 201 | $8.12K | 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 |
| Atlas Capital Advisors LLC | 196 | $7.92K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 181 | $7.31K | 0.00% | −100−35.6% | Reduced |
| JFS Wealth Advisors, LLC | 180 | $7.27K | 0.00% | −24−11.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 174 | $7.03K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 165 | $6.67K | 0.01% | −33−16.7% | 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 |
| Hexagon Capital Partners LLC | 125 | $5.05K | 0.00% | −9−6.7% | Reduced |
| Bruce G. Allen Investments, LLC | 120 | $4.85K | 0.00% | +120 | New |
| Lee Financial Co | 114 | $4.61K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 113 | $4.57K | 0.00% | −82−42.1% | Reduced |
| Proequities, Inc. | 101 | $4.08K | 0.00% | +63+165.8% | Added |
| GAMMA Investing LLC | 94 | $3.83K | 0.00% | +94 | New |
| Global Retirement Partners, LLC | 78 | $3.12K | 0.00% | +3+4.0% | Added |
| Frazier Financial Advisors, LLC | 71 | $2.87K | 0.00% | +71 | New |
| Farmers & Merchants Investments Inc | 70 | $2.83K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 70 | $2.83K | 0.00% | +35+100.0% | Added |
| Caitlin John, LLC | 60 | $2.44K | 0.00% | +60 | New |
| SJS Investment Consulting Inc. | 60 | $2.42K | 0.00% | −10−14.3% | Reduced |
| MCF Advisors LLC | 60 | $2.42K | 0.00% | +60 | New |
| WealthCollab, LLC | 57 | $2.30K | 0.00% | +57 | New |
| McGlone Suttner Wealth Management, Inc. | 49 | $1.98K | 0.00% | +49 | New |
| Private Wealth Management Group, LLC | 48 | $1.94K | 0.00% | +48 | New |
| Principal Securities, Inc. | 43 | $1.74K | 0.00% | +43 | New |
| Zions Bancorporation, N.A. | 42 | $1.70K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 37 | $1.48K | 0.00% | +1+2.8% | Added |
| Gradient Investments LLC | 35 | $1.41K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 34 | $1.37K | 0.00% | +34 | New |
| American State Bank (Iowa) | 33 | $1.33K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 32 | $1.29K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 26 | $1.05K | 0.00% | +26 | New |
| Cape Investment Advisory, Inc. | 26 | $1.05K | 0.00% | +26 | New |
| Glassman Wealth Services | 25 | $1.01K | 0.00% | −1,822−98.6% | Reduced |
| Leonteq Securities AG | 24 | $970 | 0.00% | +24 | New |
| RFP Financial Group LLC | 21 | $849 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 15 | $607 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 14 | $566 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $203 | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 3 | $121 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $41 | 0.00% | +1 | New |
| Huntington National Bank | 1 | $40 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Gillson Capital LP | 0 | $0 | 0.00% | −285,641−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −210,574−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −138,692−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −99,996−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −47,600−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −29,293−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −28,342−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −27,427−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −20,800−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −19,679−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −16,685−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −15,600−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −15,301−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −13,271−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −12,827−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −10,993−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −9,160−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −8,957−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −7,263−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −7,062−100.0% | Sold out |
| Penn Mutual Asset Management, LLC | 0 | $0 | 0.00% | −6,650−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −6,271−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −6,238−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −5,463−100.0% | Sold out |