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 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 8,579 | $427.0K | 0.00% | −313−3.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 8,535 | $424.7K | 0.00% | +8,535 | New |
| Buckingham Strategic Wealth, LLC | 8,501 | $423.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 8,375 | $416.7K | 0.02% | +8,375 | New |
| Pinnacle Associates Ltd | 8,363 | $416.2K | 0.01% | −460−5.2% | Reduced |
| Petrus Trust Company, LTA | 8,342 | $415.1K | 0.04% | +8,342 | New |
| Avantax Advisory Services, Inc. | 8,255 | $410.8K | 0.00% | +1,309+18.8% | Added |
| ClearAlpha Technologies LP | 8,216 | $408.8K | 0.16% | +8,216 | New |
| ProShare Advisors LLC | 8,000 | $398.1K | 0.00% | −271−3.3% | Reduced |
| DekaBank Deutsche Girozentrale | 7,864 | $384.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 7,679 | $382.1K | 0.01% | +39+0.5% | Added |
| Crewe Advisors LLC | 7,546 | $375.5K | 0.04% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 7,500 | $373.2K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 7,400 | $368.2K | 0.10% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 7,364 | $366.5K | 0.01% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 7,341 | $365.3K | 0.00% | +15+0.2% | Added |
| GTS Securities LLC | 7,230 | $359.8K | 0.01% | −4,721−39.5% | Reduced |
| Apexium Financial, LP | 7,163 | $356.4K | 0.03% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 7,116 | $354.1K | 0.03% | +2,363+49.7% | Added |
| Shelton Capital Management | 6,908 | $343.7K | 0.01% | −352−4.8% | Reduced |
| Bayesian Capital Management, LP | 6,904 | $343.5K | 0.04% | +243+3.6% | Added |
| nVerses Capital, LLC | 6,900 | $343.3K | 0.21% | +6,900 | New |
| Forum Financial Management, LP | 6,809 | $338.8K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 6,798 | $338.0K | 0.00% | +304+4.7% | Added |
| Northwestern Mutual Wealth Management Co | 6,765 | $336.6K | 0.00% | +295+4.6% | Added |
| Checchi Capital Advisers, LLC | 6,706 | $333.7K | 0.03% | −43−0.6% | Reduced |
| Cooper Financial Group | 6,618 | $329.3K | 0.05% | +44+0.7% | Added |
| Alaska Permanent Fund Corp | 5,622 | $328.7K | 0.00% | −5,623−50.0% | Reduced |
| Wolverine Trading, LLC | 6,580 | $327.4K | 0.01% | +6,580 | New |
| Sage Capital Management, LLC | 6,522 | $324.5K | 0.17% | −4,456−40.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 6,445 | $320.7K | 0.01% | 00.0% | Unchanged |
| Simmons Bank | 6,427 | $319.8K | 0.02% | −473−6.9% | Reduced |
| SMH Capital Advisors Inc | 6,404 | $318.7K | 0.97% | −452−6.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 6,387 | $317.8K | 0.02% | +6,387 | New |
| Pecaut & Co. | 6,350 | $316.0K | 0.12% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 6,316 | $314.3K | 0.03% | 00.0% | Unchanged |
| Versor Investments LP | 6,286 | $312.8K | 0.06% | +6,286 | New |
| Kingsview Wealth Management, LLC | 6,279 | $312.5K | 0.01% | 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 |
| Country Club Bank | 6,200 | $303.3K | 0.02% | 00.0% | Unchanged |
| Aspiriant, LLC | 6,074 | $302.2K | 0.01% | −169−2.7% | Reduced |
| Quent Capital, LLC | 6,062 | $301.6K | 0.03% | +20.0% | Added |
| PFG Investments, LLC | 6,052 | $301.1K | 0.02% | +17+0.3% | 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 |
| CIBC Asset Management Inc | 5,958 | $296.5K | 0.00% | +984+19.8% | Added |
| Whitener Capital Management, Inc. | 5,895 | $293.3K | 0.09% | 00.0% | Unchanged |
| Verition Fund Management LLC | 5,860 | $291.6K | 0.00% | −11,863−66.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,824 | $289.7K | 0.01% | +25+0.4% | Added |
| NorthRock Partners, LLC | 5,548 | $276.1K | 0.01% | +142+2.6% | Added |
| MKT Advisors LLC | 5,275 | $271.7K | 0.14% | 00.0% | Unchanged |
| Vident Advisory, LLC | 5,456 | $271.5K | 0.01% | +5,456 | New |
| Pitcairn Co | 5,434 | $270.4K | 0.02% | +386+7.6% | Added |
| Atomi Financial Group, Inc. | 5,399 | $268.7K | 0.02% | +821+17.9% | Added |
| Centiva Capital, LP | 5,241 | $260.8K | 0.01% | +411+8.5% | Added |
| Los Angeles Capital Management LLC | 5,238 | $260.6K | 0.00% | −1,056−16.8% | Reduced |
| Penn Mutual Asset Management, LLC | 5,225 | $260.0K | 0.55% | +5,225 | New |
| Signaturefd, LLC | 5,028 | $250.2K | 0.01% | +18+0.4% | Added |
| Pure Financial Advisors, Inc. | 5,003 | $248.9K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 5,000 | $248.8K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 4,908 | $244.0K | 0.00% | +125+2.6% | Added |
| Daymark Wealth Partners, LLC | 4,875 | $242.6K | 0.01% | +4,875 | New |
| Williams Jones Wealth Management, LLC. | 4,700 | $233.9K | 0.00% | 00.0% | Unchanged |
| Vestor Capital, LLC | 4,646 | $231.0K | 0.02% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 4,632 | $230.5K | 0.10% | +4,632 | New |
| BLB&B Advisors, LLC | 4,619 | $229.8K | 0.01% | −200−4.2% | Reduced |
| Moneta Group Investment Advisors LLC | 4,519 | $224.9K | 0.00% | +4,519 | New |
| Essex Financial Services, Inc. | 4,063 | $224.8K | 0.02% | +4,063 | New |
| Truist Financial Corp | 4,511 | $224.5K | 0.00% | −8,572−65.5% | Reduced |
| MAI Capital Management | 4,504 | $224.1K | 0.00% | −332−6.9% | Reduced |
| EntryPoint Capital, LLC | 4,410 | $219.4K | 0.10% | +4,410 | New |
| Profund Advisors LLC | 4,398 | $218.8K | 0.01% | −504−10.3% | Reduced |
| Pinnacle Financial Partners Inc | 4,325 | $215.2K | 0.00% | +4,325 | New |
| Meiji Yasuda Asset Management Co Ltd. | 4,273 | $212.6K | 0.01% | +4,273 | New |
| Paradigm Financial Partners, LLC | 4,225 | $210.2K | 0.03% | +4,225 | New |
| Sanders Morris Harris LLC | 4,200 | $209.0K | 0.03% | +4,200 | New |
| Rafferty Asset Management, LLC | 4,182 | $208.1K | 0.00% | +4,182 | New |
| Blankinship & Foster, LLC | 4,146 | $206.3K | 0.05% | +4,146 | New |
| Hamilton Capital Partners Inc. | 4,130 | $205.5K | 0.02% | −5,090−55.2% | Reduced |
| Diligent Investors, LLC | 4,100 | $204.0K | 0.05% | +4,100 | New |
| Independent Financial Group, LLC | 4,077 | $202.9K | 0.01% | +4,077 | New |
| Belmont Capital, LLC | 4,071 | $202.6K | 0.04% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 4,000 | $199.0K | 0.11% | +4,000 | New |
| HM Payson & Co | 3,800 | $189.1K | 0.00% | −600−13.6% | Reduced |
| NBC Securities, Inc. | 3,499 | $174.0K | 0.02% | +9+0.3% | Added |
| Spire Wealth Management | 3,250 | $161.7K | 0.01% | −323−9.0% | Reduced |
| Fifth Third Bancorp | 3,088 | $153.7K | 0.00% | +587+23.5% | Added |
| Compass Wealth Management LLC | 3,000 | $149.3K | 0.04% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,900 | $144.3K | 0.05% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,656 | $132.2K | 0.01% | −117−4.2% | Reduced |
| Glen Eagle Advisors, LLC | 2,579 | $128.4K | 0.02% | +4+0.2% | Added |
| Colonial Trust Co | 2,578 | $128.3K | 0.02% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2,433 | $121.1K | 0.02% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 2,250 | $112.0K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 2,229 | $110.9K | 0.00% | −1,125−33.5% | Reduced |
| Ronald Blue Trust, Inc. | 2,491 | $109.9K | 0.00% | +1,178+89.7% | Added |
| Ridgewood Investments LLC | 2,200 | $109.5K | 0.05% | +2,200 | New |
| CWM, LLC | 2,158 | $107.0K | 0.00% | +19+0.9% | Added |
| Danske Bank A/S | 2,000 | $99.5K | 0.00% | +2,000 | New |