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 |
|---|---|---|---|---|---|
| Cambridge Trust Co | 679 | $29.9K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 678 | $29.9K | 0.01% | 00.0% | Unchanged |
| Naples Money Management LLC | 645 | $28.4K | 0.03% | −75−10.4% | Reduced |
| Covestor Ltd | 608 | $27.0K | 0.02% | −617−50.4% | Reduced |
| Vima LLC | 768 | $24.4K | 0.03% | +768 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 549 | $24.2K | 0.00% | +549 | New |
| Creative Financial Designs Inc | 506 | $22.3K | 0.00% | +6+1.2% | Added |
| Rothschild Investment LLC | 505 | $22.3K | 0.00% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 500 | $22.1K | 0.01% | +500 | New |
| Deseret Mutual Benefit Administrators | 491 | $21.7K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 433 | $20.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 441 | $19.4K | 0.01% | +441 | New |
| Moisand Fitzgerald Tamayo, LLC | 433 | $19.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 432 | $19.1K | 0.00% | +40+10.2% | Added |
| Legacy Bridge, LLC | 431 | $19.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 425 | $18.7K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 421 | $18.6K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 410 | $18.1K | 0.00% | −50−10.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 395 | $17.4K | 0.00% | −11,697−96.7% | Reduced |
| Venturi Wealth Management, LLC | 374 | $16.5K | 0.00% | +80+27.2% | Added |
| First Horizon Advisors, Inc. | 370 | $16.3K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 340 | $15.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 300 | $13.2K | 0.00% | −155−34.1% | Reduced |
| Massmutual Trust Co FSB | 296 | $13.1K | 0.00% | −7−2.3% | Reduced |
| Central Trust Co | 290 | $12.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 272 | $11.7K | 0.00% | +159+140.7% | Added |
| JCIC Asset Management Inc. | 240 | $10.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 230 | $10.1K | 0.00% | +8+3.6% | Added |
| Headlands Technologies LLC | 227 | $10.0K | 0.00% | −1,524−87.0% | Reduced |
| SYSTM Wealth Solutions LLC | 226 | $9.97K | 0.00% | +15+7.1% | Added |
| Pineridge Advisors LLC | 216 | $9.54K | 0.00% | +1+0.5% | Added |
| Parkside Financial Bank & Trust | 205 | $9.04K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 205 | $9.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 201 | $8.86K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 200 | $8.82K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 196 | $8.64K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 181 | $7.98K | 0.00% | +181 | New |
| JFS Wealth Advisors, LLC | 180 | $7.94K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 175 | $7.72K | 0.00% | −6−3.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 174 | $7.67K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 165 | $7.28K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 152 | $7.00K | 0.00% | −1,691−91.8% | Reduced |
| Bell Investment Advisors, Inc | 133 | $5.87K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 133 | $5.87K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 132 | $5.82K | 0.00% | −2,126−94.2% | Reduced |
| Hexagon Capital Partners LLC | 123 | $5.42K | 0.00% | −2−1.6% | Reduced |
| Bruce G. Allen Investments, LLC | 120 | $5.29K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 115 | $5.07K | 0.00% | +115 | New |
| Proequities, Inc. | 101 | $4.45K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 99 | $4.37K | 0.00% | +5+5.3% | Added |
| Global Retirement Partners, LLC | 78 | $3.44K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 71 | $3.13K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 70 | $3.09K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 67 | $2.96K | 0.00% | −444−86.9% | Reduced |
| Principal Securities, Inc. | 63 | $2.78K | 0.00% | +20+46.5% | Added |
| Smartleaf Asset Management LLC | 58 | $2.67K | 0.00% | +58 | New |
| SJS Investment Consulting Inc. | 60 | $2.65K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 60 | $2.63K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 57 | $2.51K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 48 | $2.12K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 42 | $1.85K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 37 | $1.62K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 34 | $1.50K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 34 | $1.50K | 0.00% | +33+3,300.0% | Added |
| Versant Capital Management, Inc | 32 | $1.41K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 26 | $1.15K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 21 | $926 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 20 | $882 | 0.00% | +20 | New |
| Prestige Wealth Management Group LLC | 15 | $662 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 14 | $617 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 12 | $530 | 0.00% | +12 | New |
| Creekmur Asset Management LLC | 6 | $265 | 0.00% | +6 | New |
| Wolff Wiese Magana LLC | 5 | $221 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 5 | $221 | 0.00% | +5 | New |
| M&R Capital Management Inc | 3 | $132 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $45 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1 | $23 | 0.00% | −25−96.2% | Reduced |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0 | $0 | 0.00% | −421,600−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −225,589−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −134,107−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −87,069−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −82,040−100.0% | Sold out |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −61,978−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −59,500−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −51,900−100.0% | Sold out |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −49,588−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −37,076−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −26,546−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −25,790−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −24,905−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −20,156−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −19,098−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −18,445−100.0% | Sold out |
| Rehmann Capital Advisory Group | 0 | $0 | 0.00% | −16,286−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −15,320−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −15,208−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −14,417−100.0% | Sold out |