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 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 8,892 | $392.0K | 0.00% | +1,683+23.3% | Added |
| Pinnacle Associates Ltd | 8,823 | $389.1K | 0.01% | −1,394−13.6% | Reduced |
| Oak Thistle LLC | 8,744 | $385.6K | 0.35% | +8,744 | New |
| Yelin Lapidot Holdings Management Ltd. | 8,652 | $381.6K | 0.08% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 8,501 | $374.9K | 0.00% | +30+0.4% | Added |
| ProShare Advisors LLC | 8,271 | $364.8K | 0.00% | −589−6.6% | Reduced |
| DekaBank Deutsche Girozentrale | 7,864 | $359.0K | 0.00% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 7,714 | $340.2K | 0.01% | +7,714 | New |
| Umb Bank N A | 7,640 | $336.9K | 0.01% | +364+5.0% | Added |
| Permanens Capital L.P. | 7,580 | $334.3K | 0.04% | 00.0% | Unchanged |
| Crewe Advisors LLC | 7,546 | $332.8K | 0.04% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 7,500 | $330.8K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 7,400 | $326.3K | 0.09% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 7,364 | $324.8K | 0.01% | −170−2.3% | Reduced |
| Sequoia Financial Advisors, LLC | 7,326 | $323.1K | 0.00% | −870−10.6% | Reduced |
| Simplex Trading, LLC | 7,344 | $323.0K | 0.01% | −27,291−78.8% | Reduced |
| Shelton Capital Management | 7,260 | $320.2K | 0.01% | 00.0% | Unchanged |
| Apexium Financial, LP | 7,163 | $315.9K | 0.02% | 00.0% | Unchanged |
| Handelsinvest Investeringsforvaltning | 7,080 | $312.0K | 0.15% | −3,676−34.2% | Reduced |
| Avantax Advisory Services, Inc. | 6,946 | $306.3K | 0.00% | −979−12.4% | Reduced |
| Simmons Bank | 6,900 | $304.3K | 0.02% | +1,322+23.7% | Added |
| SMH Capital Advisors Inc | 6,856 | $302.4K | 0.81% | −113−1.6% | Reduced |
| Forum Financial Management, LP | 6,809 | $300.3K | 0.01% | −152−2.2% | Reduced |
| Brevan Howard Capital Management LP | 6,766 | $298.4K | 0.03% | −8,141−54.6% | Reduced |
| Checchi Capital Advisers, LLC | 6,749 | $297.6K | 0.02% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 6,695 | $295.3K | 0.00% | +1,383+26.0% | Added |
| Bayesian Capital Management, LP | 6,661 | $293.8K | 0.03% | +6,661 | New |
| Trexquant Investment LP | 6,612 | $291.6K | 0.01% | +6,612 | New |
| Cooper Financial Group | 6,574 | $289.9K | 0.05% | +47+0.7% | Added |
| MML Investors Services, LLC | 6,494 | $286.0K | 0.00% | −232−3.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,470 | $285.3K | 0.00% | −295−4.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 6,445 | $284.2K | 0.01% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 6,374 | $281.1K | 0.00% | +6,374 | New |
| Pecaut & Co. | 6,350 | $280.0K | 0.10% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 6,316 | $278.5K | 0.03% | −282−4.3% | Reduced |
| Los Angeles Capital Management LLC | 6,294 | $277.6K | 0.00% | −149−2.3% | Reduced |
| Kingsview Wealth Management, LLC | 6,279 | $276.9K | 0.01% | +897+16.7% | Added |
| Aspiriant, LLC | 6,243 | $275.3K | 0.01% | 00.0% | Unchanged |
| Greenleaf Trust | 6,210 | $273.9K | 0.00% | −142−2.2% | Reduced |
| Country Club Bank | 6,200 | $273.4K | 0.02% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 6,199 | $273.0K | 0.03% | −22−0.4% | Reduced |
| Quent Capital, LLC | 6,060 | $267.3K | 0.03% | −123−2.0% | Reduced |
| PFG Investments, LLC | 6,035 | $266.1K | 0.02% | +6,035 | New |
| Baker Ellis Asset Management LLC | 6,000 | $264.6K | 0.04% | −1,000−14.3% | Reduced |
| Searle & Co. | 6,000 | $264.6K | 0.07% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 5,964 | $263.0K | 0.20% | +5,964 | New |
| Whitener Capital Management, Inc. | 5,895 | $260.0K | 0.09% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 5,799 | $255.7K | 0.01% | +62+1.1% | Added |
| Atom Investors LP | 5,657 | $249.5K | 0.03% | +5,657 | New |
| NorthRock Partners, LLC | 5,406 | $238.4K | 0.01% | +161+3.1% | Added |
| Ethic Inc. | 5,297 | $233.6K | 0.01% | +99+1.9% | Added |
| MKT Advisors LLC | 5,275 | $229.5K | 0.13% | 00.0% | Unchanged |
| Pitcairn Co | 5,048 | $222.6K | 0.01% | −121−2.3% | Reduced |
| Signaturefd, LLC | 5,010 | $220.9K | 0.00% | +17+0.3% | Added |
| Pure Financial Advisors, Inc. | 5,003 | $220.6K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 5,000 | $220.5K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 4,974 | $219.4K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,902 | $216.2K | 0.01% | +4,902 | New |
| MAI Capital Management | 4,836 | $213.2K | 0.00% | +4,836 | New |
| Centiva Capital, LP | 4,830 | $213.0K | 0.01% | −148−3.0% | Reduced |
| BLB&B Advisors, LLC | 4,819 | $212.5K | 0.01% | +4,819 | New |
| Mathes Company, Inc. | 4,810 | $212.0K | 0.08% | +4,810 | New |
| Cambridge Investment Research Advisors, Inc. | 4,783 | $211.0K | 0.00% | +4,783 | New |
| Meeder Advisory Services, Inc. | 4,753 | $209.6K | 0.02% | +4,753 | New |
| Williams Jones Wealth Management, LLC. | 4,700 | $207.3K | 0.00% | +4,700 | New |
| Vestor Capital, LLC | 4,646 | $205.0K | 0.02% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 4,592 | $202.5K | 0.03% | +4,592 | New |
| Atomi Financial Group, Inc. | 4,578 | $201.9K | 0.02% | +4,578 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 4,481 | $197.6K | 0.05% | −14,445−76.3% | Reduced |
| HM Payson & Co | 4,400 | $194.0K | 0.00% | −925−17.4% | Reduced |
| Belmont Capital, LLC | 4,071 | $179.5K | 0.05% | 00.0% | Unchanged |
| Spire Wealth Management | 3,573 | $157.6K | 0.00% | −2−0.1% | Reduced |
| NBC Securities, Inc. | 3,490 | $153.0K | 0.01% | −468−11.8% | Reduced |
| Walleye Capital LLC | 3,354 | $147.9K | 0.00% | −86,959−96.3% | Reduced |
| Compass Wealth Management LLC | 3,000 | $132.3K | 0.03% | −125−4.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,900 | $127.9K | 0.06% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,773 | $122.3K | 0.01% | +64+2.4% | Added |
| Colonial Trust Co | 2,578 | $113.7K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2,575 | $113.5K | 0.02% | +3+0.1% | Added |
| Fifth Third Bancorp | 2,501 | $110.3K | 0.00% | +73+3.0% | Added |
| Institutional & Family Asset Management, LLC | 2,433 | $107.3K | 0.02% | −195−7.4% | Reduced |
| SG Americas Securities, LLC | 2,351 | $104.0K | 0.00% | −16,179−87.3% | Reduced |
| Nomura Asset Management Co Ltd | 2,250 | $99.2K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 2,218 | $97.0K | 0.00% | −2,011−47.6% | Reduced |
| Walleye Trading LLC | 2,169 | $95.7K | 0.00% | −45,365−95.4% | Reduced |
| CWM, LLC | 2,139 | $94.0K | 0.00% | +1,099+105.7% | Added |
| Steward Partners Investment Advisory, LLC | 1,749 | $77.1K | 0.00% | +249+16.6% | Added |
| Harbour Investments, Inc. | 1,682 | $74.2K | 0.00% | −72−4.1% | Reduced |
| GWM Advisors LLC | 1,428 | $63.0K | 0.00% | +166+13.2% | Added |
| Federation des caisses Desjardins du Quebec | 1,359 | $59.9K | 0.00% | +84+6.6% | Added |
| Parallel Advisors, LLC | 1,358 | $59.9K | 0.00% | +17+1.3% | Added |
| Ronald Blue Trust, Inc. | 1,313 | $57.9K | 0.00% | +117+9.8% | Added |
| 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 |
| Washington Trust Advisors, Inc. | 1,232 | $54.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,095 | $48.3K | 0.00% | −31−2.8% | Reduced |
| Continuum Advisory, LLC | 1,000 | $45.9K | 0.01% | +1,000 | New |
| Quarry LP | 1,030 | $45.4K | 0.02% | +1,030 | New |
| PEAK6 Investments LLC | 880 | $38.8K | 0.00% | +880 | New |
| Altshuler Shaham Ltd | 775 | $34.2K | 0.00% | −383−33.1% | Reduced |