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 |
|---|---|---|---|---|---|
| Glen Eagle Advisors, LLC | 2,579 | $128.4K | 0.02% | +4+0.2% | Added |
| Quadrant Capital Group LLC | 2,656 | $132.2K | 0.01% | −117−4.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,900 | $144.3K | 0.05% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 3,000 | $149.3K | 0.04% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,088 | $153.7K | 0.00% | +587+23.5% | Added |
| Spire Wealth Management | 3,250 | $161.7K | 0.01% | −323−9.0% | Reduced |
| NBC Securities, Inc. | 3,499 | $174.0K | 0.02% | +9+0.3% | Added |
| HM Payson & Co | 3,800 | $189.1K | 0.00% | −600−13.6% | Reduced |
| Gordian Capital Singapore Pte Ltd | 4,000 | $199.0K | 0.11% | +4,000 | New |
| Belmont Capital, LLC | 4,071 | $202.6K | 0.04% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 4,077 | $202.9K | 0.01% | +4,077 | New |
| Diligent Investors, LLC | 4,100 | $204.0K | 0.05% | +4,100 | New |
| Hamilton Capital Partners Inc. | 4,130 | $205.5K | 0.02% | −5,090−55.2% | Reduced |
| Blankinship & Foster, LLC | 4,146 | $206.3K | 0.05% | +4,146 | New |
| Rafferty Asset Management, LLC | 4,182 | $208.1K | 0.00% | +4,182 | New |
| Sanders Morris Harris LLC | 4,200 | $209.0K | 0.03% | +4,200 | New |
| Paradigm Financial Partners, LLC | 4,225 | $210.2K | 0.03% | +4,225 | New |
| Meiji Yasuda Asset Management Co Ltd. | 4,273 | $212.6K | 0.01% | +4,273 | New |
| Pinnacle Financial Partners Inc | 4,325 | $215.2K | 0.00% | +4,325 | New |
| Profund Advisors LLC | 4,398 | $218.8K | 0.01% | −504−10.3% | Reduced |
| EntryPoint Capital, LLC | 4,410 | $219.4K | 0.10% | +4,410 | New |
| MAI Capital Management | 4,504 | $224.1K | 0.00% | −332−6.9% | Reduced |
| Truist Financial Corp | 4,511 | $224.5K | 0.00% | −8,572−65.5% | Reduced |
| Essex Financial Services, Inc. | 4,063 | $224.8K | 0.02% | +4,063 | New |
| Moneta Group Investment Advisors LLC | 4,519 | $224.9K | 0.00% | +4,519 | New |
| BLB&B Advisors, LLC | 4,619 | $229.8K | 0.01% | −200−4.2% | Reduced |
| Machina Capital S.A.S. | 4,632 | $230.5K | 0.10% | +4,632 | New |
| Vestor Capital, LLC | 4,646 | $231.0K | 0.02% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 4,700 | $233.9K | 0.00% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 4,875 | $242.6K | 0.01% | +4,875 | New |
| Cambridge Investment Research Advisors, Inc. | 4,908 | $244.0K | 0.00% | +125+2.6% | Added |
| Pittenger & Anderson Inc | 5,000 | $248.8K | 0.01% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 5,003 | $248.9K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 5,028 | $250.2K | 0.01% | +18+0.4% | Added |
| Penn Mutual Asset Management, LLC | 5,225 | $260.0K | 0.55% | +5,225 | New |
| Los Angeles Capital Management LLC | 5,238 | $260.6K | 0.00% | −1,056−16.8% | Reduced |
| Centiva Capital, LP | 5,241 | $260.8K | 0.01% | +411+8.5% | Added |
| Atomi Financial Group, Inc. | 5,399 | $268.7K | 0.02% | +821+17.9% | Added |
| Pitcairn Co | 5,434 | $270.4K | 0.02% | +386+7.6% | Added |
| Vident Advisory, LLC | 5,456 | $271.5K | 0.01% | +5,456 | New |
| MKT Advisors LLC | 5,275 | $271.7K | 0.14% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 5,548 | $276.1K | 0.01% | +142+2.6% | Added |
| Whittier Trust Co of Nevada Inc | 5,824 | $289.7K | 0.01% | +25+0.4% | Added |
| Verition Fund Management LLC | 5,860 | $291.6K | 0.00% | −11,863−66.9% | Reduced |
| Whitener Capital Management, Inc. | 5,895 | $293.3K | 0.09% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 5,958 | $296.5K | 0.00% | +984+19.8% | Added |
| Searle & Co. | 6,000 | $298.6K | 0.07% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 6,000 | $298.6K | 0.04% | 00.0% | Unchanged |
| PFG Investments, LLC | 6,052 | $301.1K | 0.02% | +17+0.3% | Added |
| Quent Capital, LLC | 6,062 | $301.6K | 0.03% | +20.0% | Added |
| Aspiriant, LLC | 6,074 | $302.2K | 0.01% | −169−2.7% | Reduced |
| Country Club Bank | 6,200 | $303.3K | 0.02% | 00.0% | Unchanged |
| Greenleaf Trust | 6,250 | $311.0K | 0.00% | +40+0.6% | Added |
| First Heartland Consultants, Inc. | 6,259 | $311.0K | 0.03% | +60+1.0% | Added |
| Kingsview Wealth Management, LLC | 6,279 | $312.5K | 0.01% | 00.0% | Unchanged |
| Versor Investments LP | 6,286 | $312.8K | 0.06% | +6,286 | New |
| Maple Capital Management, Inc. | 6,316 | $314.3K | 0.03% | 00.0% | Unchanged |
| Pecaut & Co. | 6,350 | $316.0K | 0.12% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 6,387 | $317.8K | 0.02% | +6,387 | New |
| SMH Capital Advisors Inc | 6,404 | $318.7K | 0.97% | −452−6.6% | Reduced |
| Simmons Bank | 6,427 | $319.8K | 0.02% | −473−6.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 6,445 | $320.7K | 0.01% | 00.0% | Unchanged |
| Sage Capital Management, LLC | 6,522 | $324.5K | 0.17% | −4,456−40.6% | Reduced |
| Wolverine Trading, LLC | 6,580 | $327.4K | 0.01% | +6,580 | New |
| Alaska Permanent Fund Corp | 5,622 | $328.7K | 0.00% | −5,623−50.0% | Reduced |
| Cooper Financial Group | 6,618 | $329.3K | 0.05% | +44+0.7% | Added |
| Checchi Capital Advisers, LLC | 6,706 | $333.7K | 0.03% | −43−0.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,765 | $336.6K | 0.00% | +295+4.6% | Added |
| MML Investors Services, LLC | 6,798 | $338.0K | 0.00% | +304+4.7% | Added |
| Forum Financial Management, LP | 6,809 | $338.8K | 0.01% | 00.0% | Unchanged |
| nVerses Capital, LLC | 6,900 | $343.3K | 0.21% | +6,900 | New |
| Bayesian Capital Management, LP | 6,904 | $343.5K | 0.04% | +243+3.6% | Added |
| Shelton Capital Management | 6,908 | $343.7K | 0.01% | −352−4.8% | Reduced |
| Meeder Advisory Services, Inc. | 7,116 | $354.1K | 0.03% | +2,363+49.7% | Added |
| Apexium Financial, LP | 7,163 | $356.4K | 0.03% | 00.0% | Unchanged |
| GTS Securities LLC | 7,230 | $359.8K | 0.01% | −4,721−39.5% | Reduced |
| Sequoia Financial Advisors, LLC | 7,341 | $365.3K | 0.00% | +15+0.2% | Added |
| Stratos Wealth Partners, LTD. | 7,364 | $366.5K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 7,400 | $368.2K | 0.10% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 7,500 | $373.2K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 7,546 | $375.5K | 0.04% | 00.0% | Unchanged |
| Umb Bank N A | 7,679 | $382.1K | 0.01% | +39+0.5% | Added |
| DekaBank Deutsche Girozentrale | 7,864 | $384.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 8,000 | $398.1K | 0.00% | −271−3.3% | Reduced |
| ClearAlpha Technologies LP | 8,216 | $408.8K | 0.16% | +8,216 | New |
| Avantax Advisory Services, Inc. | 8,255 | $410.8K | 0.00% | +1,309+18.8% | Added |
| Petrus Trust Company, LTA | 8,342 | $415.1K | 0.04% | +8,342 | New |
| Pinnacle Associates Ltd | 8,363 | $416.2K | 0.01% | −460−5.2% | Reduced |
| Two Sigma Securities, LLC | 8,375 | $416.7K | 0.02% | +8,375 | New |
| Buckingham Strategic Wealth, LLC | 8,501 | $423.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 8,535 | $424.7K | 0.00% | +8,535 | New |
| Ci Investments Inc. | 8,579 | $427.0K | 0.00% | −313−3.5% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 8,652 | $430.5K | 0.08% | 00.0% | Unchanged |
| XTX Topco Ltd | 8,882 | $442.0K | 0.04% | +8,882 | New |
| Prana Capital Management, LP | 9,098 | $452.7K | 0.02% | −586−6.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,375 | $466.5K | 0.08% | 00.0% | Unchanged |
| Ethic Inc. | 9,513 | $473.4K | 0.01% | +4,216+79.6% | Added |
| BFSG, LLC | 9,621 | $478.7K | 0.06% | −2,190−18.5% | Reduced |
| Quantbot Technologies LP | 9,750 | $485.2K | 0.02% | −12,184−55.5% | Reduced |
| Custom Index Systems, LLC | 9,820 | $488.6K | 0.28% | −1,888−16.1% | Reduced |