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, Q2 2024
Institutional positions in Jefferies Financial Group Inc. as of Jun 30, 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
- 493
- +22 vs. Q1 2024
- Shares held
- 135.9M
- +5.82M (+4.5%) vs. Q1 2024
- Total value
- $6.76B
- +$1.04B (+18.2%) vs. Q1 2024
- New holders
- 68
- 155 more added
- Sold out
- 46
- 151 more reduced
9 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Jefferies Financial Group Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $50 | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 2 | $100 | 0.00% | +2 | New |
| M&R Capital Management Inc | 3 | $149 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $249 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 5 | $249 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 9 | $448 | 0.00% | −25−73.5% | Reduced |
| Prestige Wealth Management Group LLC | 15 | $747 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 20 | $995 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 21 | $1.04K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 26 | $1.29K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 33 | $1.64K | 0.00% | +33 | New |
| ORG Partners LLC | 35 | $1.75K | 0.00% | +35 | New |
| Hollencrest Capital Management | 37 | $1.84K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 39 | $1.94K | 0.00% | +39 | New |
| Sachetta, LLC | 35 | $2.02K | 0.00% | +35 | New |
| DiNuzzo Private Wealth, Inc. | 41 | $2.04K | 0.00% | +7+20.6% | Added |
| Private Wealth Management Group, LLC | 48 | $2.39K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 55 | $2.43K | 0.00% | +55 | New |
| WealthCollab, LLC | 57 | $2.84K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 60 | $2.99K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 60 | $2.99K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 67 | $3.33K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 68 | $3.41K | 0.00% | +68 | New |
| International Assets Investment Management, LLC | 69 | $3.42K | 0.00% | +69 | New |
| Farmers & Merchants Investments Inc | 70 | $3.48K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 71 | $3.53K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 78 | $3.88K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 95 | $4.73K | 0.00% | +95 | New |
| GAMMA Investing LLC | 99 | $4.93K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 101 | $5.03K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 120 | $5.97K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 123 | $6.12K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 132 | $6.57K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 133 | $6.62K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 133 | $6.62K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 153 | $7.61K | 0.00% | +38+33.0% | Added |
| Harvest Fund Management Co., Ltd | 152 | $8.00K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 165 | $8.21K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 174 | $8.66K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 180 | $8.96K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 180 | $8.96K | 0.00% | +117+185.7% | Added |
| LRI Investments, LLC | 181 | $9.01K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 200 | $9.95K | 0.00% | −15,600−98.7% | Reduced |
| Whittier Trust Co | 201 | $10.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 205 | $10.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 205 | $10.2K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 218 | $10.8K | 0.00% | +2+0.9% | Added |
| Lindbrook Capital, LLC | 238 | $11.8K | 0.00% | +8+3.5% | Added |
| JCIC Asset Management Inc. | 240 | $11.9K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 268 | $13.3K | 0.00% | +42+18.6% | Added |
| EverSource Wealth Advisors, LLC | 229 | $13.4K | 0.00% | −43−15.8% | Reduced |
| Covestor Ltd | 278 | $14.0K | 0.01% | −330−54.3% | Reduced |
| Central Trust Co | 290 | $14.4K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 300 | $14.9K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 302 | $15.0K | 0.00% | +302 | New |
| Assetmark, Inc | 336 | $16.7K | 0.00% | +161+92.0% | Added |
| Peregrine Capital Management LLC | 340 | $16.9K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 360 | $17.9K | 0.00% | −50−12.2% | Reduced |
| First Horizon Advisors, Inc. | 383 | $19.1K | 0.00% | +13+3.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 395 | $19.7K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 416 | $20.4K | 0.00% | +358+617.2% | Added |
| Innealta Capital, LLC | 414 | $20.6K | 0.01% | +414 | New |
| Westside Investment Management, Inc. | 421 | $20.9K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 425 | $21.1K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 431 | $21.4K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 432 | $21.5K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 433 | $21.5K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 443 | $22.1K | 0.01% | +2+0.5% | Added |
| SRS Capital Advisors, Inc. | 455 | $22.6K | 0.00% | +455 | New |
| Deseret Mutual Benefit Administrators | 491 | $24.4K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 505 | $25.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 520 | $25.9K | 0.00% | +224+75.7% | Added |
| Creative Financial Designs Inc | 637 | $31.7K | 0.00% | +131+25.9% | Added |
| Naples Money Management LLC | 645 | $32.2K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 670 | $33.3K | 0.01% | +638+1,993.8% | Added |
| Venturi Wealth Management, LLC | 756 | $37.6K | 0.00% | +382+102.1% | Added |
| Ashton Thomas Private Wealth, LLC | 960 | $47.8K | 0.00% | +960 | New |
| Continuum Advisory, LLC | 1,000 | $49.8K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,159 | $57.7K | 0.00% | −200−14.7% | Reduced |
| Washington Trust Advisors, Inc. | 1,232 | $61.3K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 1,260 | $62.7K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,260 | $62.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,168 | $63.6K | 0.00% | +73+6.7% | Added |
| Walleye Trading LLC | 1,365 | $67.9K | 0.00% | −804−37.1% | Reduced |
| Parallel Advisors, LLC | 1,422 | $70.8K | 0.00% | +64+4.7% | Added |
| Daiwa Securities Group Inc. | 1,600 | $80.0K | 0.00% | +1,600 | New |
| Steward Partners Investment Advisory, LLC | 1,612 | $80.2K | 0.00% | −137−7.8% | Reduced |
| Family Firm, Inc. | 1,626 | $80.9K | 0.02% | +1,626 | New |
| Harbour Investments, Inc. | 1,682 | $83.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,758 | $87.0K | 0.00% | +1,325+306.0% | Added |
| Danske Bank A/S | 2,000 | $99.5K | 0.00% | +2,000 | New |
| CWM, LLC | 2,158 | $107.0K | 0.00% | +19+0.9% | Added |
| Ridgewood Investments LLC | 2,200 | $109.5K | 0.05% | +2,200 | New |
| Ronald Blue Trust, Inc. | 2,491 | $109.9K | 0.00% | +1,178+89.7% | Added |
| Walleye Capital LLC | 2,229 | $110.9K | 0.00% | −1,125−33.5% | Reduced |
| Nomura Asset Management Co Ltd | 2,250 | $112.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2,433 | $121.1K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 2,578 | $128.3K | 0.02% | 00.0% | Unchanged |