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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.

Institutional holdersQ1 2024: 480 institutions
Q1 2021: 451 institutionsQ2 2021: 433 institutionsQ3 2021: 474 institutionsQ4 2021: 505 institutionsQ1 2022: 473 institutionsQ2 2022: 428 institutionsQ3 2022: 423 institutionsQ4 2022: 471 institutionsQ1 2023: 464 institutionsQ2 2023: 429 institutionsQ3 2023: 439 institutionsQ4 2023: 475 institutionsQ1 2024: 480 institutionsQ2 2024: 493 institutionsQ3 2024: 534 institutionsQ4 2024: 584 institutionsQ1 2025: 564 institutionsQ2 2025: 557 institutionsQ3 2025: 570 institutionsQ4 2025: 597 institutionsQ1 2026: 561 institutionsQ2 2026: 590 institutions
Value heldQ1 2024: $5.74B
Q1 2021: $5.16BQ2 2021: $5.85BQ3 2021: $6.34BQ4 2021: $6.48BQ1 2022: $5.46BQ2 2022: $4.35BQ3 2022: $4.51BQ4 2022: $5.20BQ1 2023: $4.69BQ2 2023: $4.50BQ3 2023: $4.80BQ4 2023: $5.22BQ1 2024: $5.74BQ2 2024: $6.76BQ3 2024: $8.94BQ4 2024: $12.0BQ1 2025: $7.64BQ2 2025: $7.89BQ3 2025: $9.44BQ4 2025: $9.16BQ1 2026: $5.89BQ2 2026: $6.83B
Institutions holding JEF and their total value by quarter
QuarterHoldersValue
Q2 2026590$6.83B
Q1 2026561$5.89B
Q4 2025597$9.16B
Q3 2025570$9.44B
Q2 2025557$7.89B
Q1 2025564$7.64B
Q4 2024584$12.0B
Q3 2024534$8.94B
Q2 2024493$6.76B
Q1 2024480$5.74B
Q4 2023475$5.22B
Q3 2023439$4.80B
Q2 2023429$4.50B
Q1 2023464$4.69B
Q4 2022471$5.20B
Q3 2022423$4.51B
Q2 2022428$4.35B
Q1 2022473$5.46B
Q4 2021505$6.48B
Q3 2021474$6.34B
Q2 2021433$5.85B
Q1 2021451$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.

Institutions holding JEF in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Glen Eagle Advisors, LLC2,575$113.5K0.02%+3+0.1%Added
Colonial Trust Co2,578$113.7K0.02%00.0%Unchanged
Quadrant Capital Group LLC2,773$122.3K0.01%+64+2.4%Added
Newbridge Financial Services Group, Inc.2,900$127.9K0.06%00.0%Unchanged
Compass Wealth Management LLC3,000$132.3K0.03%−125−4.0%Reduced
Walleye Capital LLC3,354$147.9K0.00%−86,959−96.3%Reduced
NBC Securities, Inc.3,490$153.0K0.01%−468−11.8%Reduced
Spire Wealth Management3,573$157.6K0.00%−2−0.1%Reduced
Belmont Capital, LLC4,071$179.5K0.05%00.0%Unchanged
HM Payson & Co4,400$194.0K0.00%−925−17.4%Reduced
Point72 Asia (Singapore) Pte. Ltd.4,481$197.6K0.05%−14,445−76.3%Reduced
Atomi Financial Group, Inc.4,578$201.9K0.02%+4,578New
Perennial Investment Advisors, LLC4,592$202.5K0.03%+4,592New
Vestor Capital, LLC4,646$205.0K0.02%00.0%Unchanged
Williams Jones Wealth Management, LLC.4,700$207.3K0.00%+4,700New
Meeder Advisory Services, Inc.4,753$209.6K0.02%+4,753New
Cambridge Investment Research Advisors, Inc.4,783$211.0K0.00%+4,783New
Mathes Company, Inc.4,810$212.0K0.08%+4,810New
BLB&B Advisors, LLC4,819$212.5K0.01%+4,819New
Centiva Capital, LP4,830$213.0K0.01%−148−3.0%Reduced
MAI Capital Management4,836$213.2K0.00%+4,836New
Profund Advisors LLC4,902$216.2K0.01%+4,902New
CIBC Asset Management Inc4,974$219.4K0.00%00.0%Unchanged
Pittenger & Anderson Inc5,000$220.5K0.01%00.0%Unchanged
Pure Financial Advisors, Inc.5,003$220.6K0.01%00.0%Unchanged
Signaturefd, LLC5,010$220.9K0.00%+17+0.3%Added
Pitcairn Co5,048$222.6K0.01%−121−2.3%Reduced
MKT Advisors LLC5,275$229.5K0.13%00.0%Unchanged
Ethic Inc.5,297$233.6K0.01%+99+1.9%Added
NorthRock Partners, LLC5,406$238.4K0.01%+161+3.1%Added
Atom Investors LP5,657$249.5K0.03%+5,657New
Whittier Trust Co of Nevada Inc5,799$255.7K0.01%+62+1.1%Added
Whitener Capital Management, Inc.5,895$260.0K0.09%00.0%Unchanged
Bridgefront Capital, LLC5,964$263.0K0.20%+5,964New
Baker Ellis Asset Management LLC6,000$264.6K0.04%−1,000−14.3%Reduced
Searle & Co.6,000$264.6K0.07%00.0%Unchanged
PFG Investments, LLC6,035$266.1K0.02%+6,035New
Quent Capital, LLC6,060$267.3K0.03%−123−2.0%Reduced
First Heartland Consultants, Inc.6,199$273.0K0.03%−22−0.4%Reduced
Country Club Bank6,200$273.4K0.02%00.0%Unchanged
Greenleaf Trust6,210$273.9K0.00%−142−2.2%Reduced
Aspiriant, LLC6,243$275.3K0.01%00.0%Unchanged
Kingsview Wealth Management, LLC6,279$276.9K0.01%+897+16.7%Added
Los Angeles Capital Management LLC6,294$277.6K0.00%−149−2.3%Reduced
Maple Capital Management, Inc.6,316$278.5K0.03%−282−4.3%Reduced
Pecaut & Co.6,350$280.0K0.10%00.0%Unchanged
Vontobel Holding Ltd.6,374$281.1K0.00%+6,374New
Carnegie Capital Asset Management, LLC6,445$284.2K0.01%00.0%Unchanged
Northwestern Mutual Wealth Management Co6,470$285.3K0.00%−295−4.4%Reduced
MML Investors Services, LLC6,494$286.0K0.00%−232−3.4%Reduced
Cooper Financial Group6,574$289.9K0.05%+47+0.7%Added
Trexquant Investment LP6,612$291.6K0.01%+6,612New
Bayesian Capital Management, LP6,661$293.8K0.03%+6,661New
Panagora Asset Management Inc6,695$295.3K0.00%+1,383+26.0%Added
Checchi Capital Advisers, LLC6,749$297.6K0.02%00.0%Unchanged
Brevan Howard Capital Management LP6,766$298.4K0.03%−8,141−54.6%Reduced
Forum Financial Management, LP6,809$300.3K0.01%−152−2.2%Reduced
SMH Capital Advisors Inc6,856$302.4K0.81%−113−1.6%Reduced
Simmons Bank6,900$304.3K0.02%+1,322+23.7%Added
Avantax Advisory Services, Inc.6,946$306.3K0.00%−979−12.4%Reduced
Handelsinvest Investeringsforvaltning7,080$312.0K0.15%−3,676−34.2%Reduced
Apexium Financial, LP7,163$315.9K0.02%00.0%Unchanged
Shelton Capital Management7,260$320.2K0.01%00.0%Unchanged
Simplex Trading, LLC7,344$323.0K0.01%−27,291−78.8%Reduced
Sequoia Financial Advisors, LLC7,326$323.1K0.00%−870−10.6%Reduced
Stratos Wealth Partners, LTD.7,364$324.8K0.01%−170−2.3%Reduced
Monetary Management Group Inc7,400$326.3K0.09%00.0%Unchanged
Boston Trust Walden Corp7,500$330.8K0.00%00.0%Unchanged
Crewe Advisors LLC7,546$332.8K0.04%00.0%Unchanged
Permanens Capital L.P.7,580$334.3K0.04%00.0%Unchanged
Umb Bank N A7,640$336.9K0.01%+364+5.0%Added
Boothbay Fund Management, LLC7,714$340.2K0.01%+7,714New
DekaBank Deutsche Girozentrale7,864$359.0K0.00%00.0%Unchanged
ProShare Advisors LLC8,271$364.8K0.00%−589−6.6%Reduced
Buckingham Strategic Wealth, LLC8,501$374.9K0.00%+30+0.4%Added
Yelin Lapidot Holdings Management Ltd.8,652$381.6K0.08%00.0%Unchanged
Oak Thistle LLC8,744$385.6K0.35%+8,744New
Pinnacle Associates Ltd8,823$389.1K0.01%−1,394−13.6%Reduced
Ci Investments Inc.8,892$392.0K0.00%+1,683+23.3%Added
Virtu Financial LLC9,160$404.0K0.03%+9,160New
Hamilton Capital Partners Inc.9,220$406.6K0.05%−1,590−14.7%Reduced
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors9,375$413.4K0.07%00.0%Unchanged
Hartline Investment Corp9,375$413.4K0.07%+9,375New
Lincoln National Corp9,386$413.9K0.01%+1,584+20.3%Added
Wealth Enhancement Advisory Services, LLC9,549$421.1K0.00%+219+2.3%Added
Prana Capital Management, LP9,684$427.1K0.02%−148,125−93.9%Reduced
HMS Capital Management, LLC10,038$442.7K0.25%+356+3.7%Added
Am Investment Strategies LLC10,122$446.0K0.11%00.0%Unchanged
Brinker Capital Investments, LLC10,687$471.3K0.01%+1,270+13.5%Added
Orion Portfolio Solutions, LLC10,687$471.3K0.01%+1,270+13.5%Added
Yorktown Management & Research Co Inc10,700$471.9K0.45%00.0%Unchanged
Campbell & CO Investment Adviser LLC10,754$474.3K0.04%−42,831−79.9%Reduced
Sage Capital Management, LLC10,978$484.2K0.26%+77+0.7%Added
Cookson Peirce & Co Inc11,087$489.0K0.03%+422+4.0%Added
Coldstream Capital Management Inc11,181$493.1K0.01%+1,797+19.1%Added
Connable Office Inc11,200$493.9K0.06%00.0%Unchanged
Alaska Permanent Fund Corp11,245$495.9K0.01%00.0%Unchanged
Carmel Capital Partners, LLC11,400$502.7K0.21%00.0%Unchanged
Shell Asset Management Co10,279$511.0K0.02%−1,018−9.0%Reduced
Custom Index Systems, LLC11,708$516.3K0.29%+11,708New