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, Q1 2024
Institutional positions in Jefferies Financial Group Inc. as of Mar 31, 2024. 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
- 480
- +9 vs. Q4 2023
- Shares held
- 130.5M
- +1.62M (+1.3%) vs. Q4 2023
- Total value
- $5.74B
- +$534.0M (+10.3%) vs. Q4 2023
- New holders
- 58
- 145 more added
- Sold out
- 49
- 165 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Jefferies Financial Group Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1 | $23 | 0.00% | −25−96.2% | Reduced |
| MV Capital Management, Inc. | 1 | $45 | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 3 | $132 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $221 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 5 | $221 | 0.00% | +5 | New |
| Creekmur Asset Management LLC | 6 | $265 | 0.00% | +6 | New |
| Sandy Spring Bank | 12 | $530 | 0.00% | +12 | New |
| Tfo-TDC, LLC | 14 | $617 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 15 | $662 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 20 | $882 | 0.00% | +20 | New |
| RFP Financial Group LLC | 21 | $926 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 26 | $1.15K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 32 | $1.41K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 34 | $1.50K | 0.00% | +33+3,300.0% | Added |
| DiNuzzo Private Wealth, Inc. | 34 | $1.50K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 37 | $1.62K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 42 | $1.85K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 48 | $2.12K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 57 | $2.51K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 60 | $2.63K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 60 | $2.65K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 58 | $2.67K | 0.00% | +58 | New |
| Principal Securities, Inc. | 63 | $2.78K | 0.00% | +20+46.5% | Added |
| Manchester Capital Management LLC | 67 | $2.96K | 0.00% | −444−86.9% | Reduced |
| Farmers & Merchants Investments Inc | 70 | $3.09K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 71 | $3.13K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 78 | $3.44K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 99 | $4.37K | 0.00% | +5+5.3% | Added |
| Proequities, Inc. | 101 | $4.45K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 115 | $5.07K | 0.00% | +115 | New |
| Bruce G. Allen Investments, LLC | 120 | $5.29K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 123 | $5.42K | 0.00% | −2−1.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 132 | $5.82K | 0.00% | −2,126−94.2% | Reduced |
| Private Trust Co NA | 133 | $5.87K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 133 | $5.87K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 152 | $7.00K | 0.00% | −1,691−91.8% | Reduced |
| LGT Financial Advisors LLC | 165 | $7.28K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 174 | $7.67K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 175 | $7.72K | 0.00% | −6−3.3% | Reduced |
| JFS Wealth Advisors, LLC | 180 | $7.94K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 181 | $7.98K | 0.00% | +181 | New |
| Atlas Capital Advisors LLC | 196 | $8.64K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 200 | $8.82K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 201 | $8.86K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 205 | $9.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 205 | $9.04K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 216 | $9.54K | 0.00% | +1+0.5% | Added |
| SYSTM Wealth Solutions LLC | 226 | $9.97K | 0.00% | +15+7.1% | Added |
| Headlands Technologies LLC | 227 | $10.0K | 0.00% | −1,524−87.0% | Reduced |
| Lindbrook Capital, LLC | 230 | $10.1K | 0.00% | +8+3.6% | Added |
| JCIC Asset Management Inc. | 240 | $10.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 272 | $11.7K | 0.00% | +159+140.7% | Added |
| Central Trust Co | 290 | $12.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 296 | $13.1K | 0.00% | −7−2.3% | Reduced |
| Trust Co of Vermont | 300 | $13.2K | 0.00% | −155−34.1% | Reduced |
| Peregrine Capital Management LLC | 340 | $15.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 370 | $16.3K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 374 | $16.5K | 0.00% | +80+27.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 395 | $17.4K | 0.00% | −11,697−96.7% | Reduced |
| North Star Investment Management Corp. | 410 | $18.1K | 0.00% | −50−10.9% | Reduced |
| Westside Investment Management, Inc. | 421 | $18.6K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 425 | $18.7K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 431 | $19.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 432 | $19.1K | 0.00% | +40+10.2% | Added |
| Moisand Fitzgerald Tamayo, LLC | 433 | $19.1K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 441 | $19.4K | 0.01% | +441 | New |
| Bessemer Group Inc | 433 | $20.0K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 491 | $21.7K | 0.01% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 500 | $22.1K | 0.01% | +500 | New |
| Rothschild Investment LLC | 505 | $22.3K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 506 | $22.3K | 0.00% | +6+1.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 549 | $24.2K | 0.00% | +549 | New |
| Vima LLC | 768 | $24.4K | 0.03% | +768 | New |
| Covestor Ltd | 608 | $27.0K | 0.02% | −617−50.4% | Reduced |
| Naples Money Management LLC | 645 | $28.4K | 0.03% | −75−10.4% | Reduced |
| Highlander Capital Management, LLC | 678 | $29.9K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 679 | $29.9K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 775 | $34.2K | 0.00% | −383−33.1% | Reduced |
| PEAK6 Investments LLC | 880 | $38.8K | 0.00% | +880 | New |
| Quarry LP | 1,030 | $45.4K | 0.02% | +1,030 | New |
| Continuum Advisory, LLC | 1,000 | $45.9K | 0.01% | +1,000 | New |
| Allworth Financial LP | 1,095 | $48.3K | 0.00% | −31−2.8% | Reduced |
| Washington Trust Advisors, Inc. | 1,232 | $54.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,260 | $55.6K | 0.00% | −370−22.7% | Reduced |
| Albion Financial Group | 1,260 | $55.6K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,313 | $57.9K | 0.00% | +117+9.8% | Added |
| Parallel Advisors, LLC | 1,358 | $59.9K | 0.00% | +17+1.3% | Added |
| Federation des caisses Desjardins du Quebec | 1,359 | $59.9K | 0.00% | +84+6.6% | Added |
| GWM Advisors LLC | 1,428 | $63.0K | 0.00% | +166+13.2% | Added |
| Harbour Investments, Inc. | 1,682 | $74.2K | 0.00% | −72−4.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,749 | $77.1K | 0.00% | +249+16.6% | Added |
| CWM, LLC | 2,139 | $94.0K | 0.00% | +1,099+105.7% | Added |
| Walleye Trading LLC | 2,169 | $95.7K | 0.00% | −45,365−95.4% | Reduced |
| Acadian Asset Management LLC | 2,218 | $97.0K | 0.00% | −2,011−47.6% | Reduced |
| Nomura Asset Management Co Ltd | 2,250 | $99.2K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,351 | $104.0K | 0.00% | −16,179−87.3% | Reduced |
| Institutional & Family Asset Management, LLC | 2,433 | $107.3K | 0.02% | −195−7.4% | Reduced |
| Fifth Third Bancorp | 2,501 | $110.3K | 0.00% | +73+3.0% | Added |