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 |
|---|---|---|---|---|---|
| Entropy Technologies, LP | 0 | $0 | 0.00% | −12,844−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −12,542−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −11,184−100.0% | Sold out |
| Monticello Wealth Management, LLC | 0 | $0 | 0.00% | −9,578−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −8,907−100.0% | Sold out |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −8,807−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −8,170−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −7,872−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −7,864−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −5,706−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −5,220−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −5,163−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −3,941−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,680−100.0% | Sold out |
| Pin Oak Investment Advisors Inc | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −796−100.0% | Sold out |
| Hanson & Doremus Investment Management | 0 | $0 | 0.00% | −675−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −613−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −554−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −351−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −335−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| McGlone Suttner Wealth Management, Inc. | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| American State Bank (Iowa) | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Lee Danner & Bass Inc | – | – | – | – | Not filed |
| Putnam Investments LLC | – | – | – | – | Not filed |
| Wade G W & Inc | – | – | – | – | Not filed |
| Desjardins Global Asset Management Inc. | – | – | – | – | Not filed |