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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 1,758 | $87.0K | 0.00% | +1,325+306.0% | Added |
| Harbour Investments, Inc. | 1,682 | $83.7K | 0.00% | 00.0% | Unchanged |
| Family Firm, Inc. | 1,626 | $80.9K | 0.02% | +1,626 | New |
| Steward Partners Investment Advisory, LLC | 1,612 | $80.2K | 0.00% | −137−7.8% | Reduced |
| Daiwa Securities Group Inc. | 1,600 | $80.0K | 0.00% | +1,600 | New |
| Parallel Advisors, LLC | 1,422 | $70.8K | 0.00% | +64+4.7% | Added |
| Walleye Trading LLC | 1,365 | $67.9K | 0.00% | −804−37.1% | Reduced |
| Allworth Financial LP | 1,168 | $63.6K | 0.00% | +73+6.7% | Added |
| 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 |
| Washington Trust Advisors, Inc. | 1,232 | $61.3K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,159 | $57.7K | 0.00% | −200−14.7% | Reduced |
| Continuum Advisory, LLC | 1,000 | $49.8K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 960 | $47.8K | 0.00% | +960 | New |
| Venturi Wealth Management, LLC | 756 | $37.6K | 0.00% | +382+102.1% | Added |
| Versant Capital Management, Inc | 670 | $33.3K | 0.01% | +638+1,993.8% | Added |
| Naples Money Management LLC | 645 | $32.2K | 0.03% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 637 | $31.7K | 0.00% | +131+25.9% | Added |
| Massmutual Trust Co FSB | 520 | $25.9K | 0.00% | +224+75.7% | Added |
| Rothschild Investment LLC | 505 | $25.1K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 491 | $24.4K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 455 | $22.6K | 0.00% | +455 | New |
| Rise Advisors, LLC | 443 | $22.1K | 0.01% | +2+0.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 433 | $21.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 432 | $21.5K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 431 | $21.4K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 425 | $21.1K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 421 | $20.9K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 414 | $20.6K | 0.01% | +414 | New |
| Smartleaf Asset Management LLC | 416 | $20.4K | 0.00% | +358+617.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 395 | $19.7K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 383 | $19.1K | 0.00% | +13+3.5% | Added |
| North Star Investment Management Corp. | 360 | $17.9K | 0.00% | −50−12.2% | Reduced |
| Peregrine Capital Management LLC | 340 | $16.9K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 336 | $16.7K | 0.00% | +161+92.0% | Added |
| Elequin Capital LP | 302 | $15.0K | 0.00% | +302 | New |
| Trust Co of Vermont | 300 | $14.9K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 290 | $14.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 278 | $14.0K | 0.01% | −330−54.3% | Reduced |
| EverSource Wealth Advisors, LLC | 229 | $13.4K | 0.00% | −43−15.8% | Reduced |
| SYSTM Wealth Solutions LLC | 268 | $13.3K | 0.00% | +42+18.6% | Added |
| JCIC Asset Management Inc. | 240 | $11.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 238 | $11.8K | 0.00% | +8+3.5% | Added |
| Pineridge Advisors LLC | 218 | $10.8K | 0.00% | +2+0.9% | Added |
| Parkside Financial Bank & Trust | 205 | $10.2K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 205 | $10.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 201 | $10.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 200 | $9.95K | 0.00% | −15,600−98.7% | Reduced |
| LRI Investments, LLC | 181 | $9.01K | 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 |
| Annis Gardner Whiting Capital Advisors, LLC | 174 | $8.66K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 165 | $8.21K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 152 | $8.00K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 153 | $7.61K | 0.00% | +38+33.0% | Added |
| Bell Investment Advisors, Inc | 133 | $6.62K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 133 | $6.62K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 132 | $6.57K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 123 | $6.12K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 120 | $5.97K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 101 | $5.03K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 99 | $4.93K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 95 | $4.73K | 0.00% | +95 | New |
| Global Retirement Partners, LLC | 78 | $3.88K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 71 | $3.53K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 70 | $3.48K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 69 | $3.42K | 0.00% | +69 | New |
| Triad Wealth Partners, LLC | 68 | $3.41K | 0.00% | +68 | New |
| Manchester Capital Management LLC | 67 | $3.33K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 60 | $2.99K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 60 | $2.99K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 57 | $2.84K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 55 | $2.43K | 0.00% | +55 | New |
| Private Wealth Management Group, LLC | 48 | $2.39K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 41 | $2.04K | 0.00% | +7+20.6% | Added |
| Sachetta, LLC | 35 | $2.02K | 0.00% | +35 | New |
| Opal Wealth Advisors, LLC | 39 | $1.94K | 0.00% | +39 | New |
| Hollencrest Capital Management | 37 | $1.84K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 35 | $1.75K | 0.00% | +35 | New |
| Twin Tree Management, LP | 33 | $1.64K | 0.00% | +33 | New |
| AdvisorNet Financial, Inc | 26 | $1.29K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 21 | $1.04K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 20 | $995 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 15 | $747 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 9 | $448 | 0.00% | −25−73.5% | Reduced |
| Wolff Wiese Magana LLC | 5 | $249 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 5 | $249 | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 3 | $149 | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 2 | $100 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 1 | $50 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| American International Group, Inc. | 0 | $0 | 0.00% | −224,530−100.0% | Sold out |
| Iat Reinsurance Co Ltd. | 0 | $0 | 0.00% | −360,872−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −148,388−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −135,034−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −128,943−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −91,435−100.0% | Sold out |
| SPX Equities Gestao de Recursos Ltda | 0 | $0 | 0.00% | −91,130−100.0% | Sold out |