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, Q3 2024
Institutional positions in Jefferies Financial Group Inc. as of Sep 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
- 534
- +47 vs. Q2 2024
- Shares held
- 145.4M
- +25.7M (+21.5%) vs. Q2 2024
- Total value
- $8.94B
- +$2.98B (+50.1%) vs. Q2 2024
- New holders
- 90
- 139 more added
- Sold out
- 43
- 197 more reduced
6 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Jefferies Financial Group Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $62 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 2 | $124 | 0.00% | +2 | New |
| M&R Capital Management Inc | 3 | $185 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $308 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 5 | $308 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $369 | 0.00% | +6 | New |
| Bokf, NA | 8 | $500 | 0.00% | +8 | New |
| Voisard Asset Management Group, Inc. | 14 | $862 | 0.00% | +14 | New |
| Prestige Wealth Management Group LLC | 15 | $924 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 20 | $1.23K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 24 | $1.48K | 0.00% | −129−84.3% | Reduced |
| Atwood & Palmer Inc | 29 | $1.78K | 0.00% | +29 | New |
| AdvisorNet Financial, Inc | 31 | $1.91K | 0.00% | +5+19.2% | Added |
| ORG Partners LLC | 35 | $2.15K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 35 | $2.15K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 37 | $2.29K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 41 | $2.52K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 48 | $2.96K | 0.00% | 00.0% | Unchanged |
| Trust Co | 54 | $3.32K | 0.00% | +54 | New |
| Mather Group, LLC. | 55 | $3.38K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 57 | $3.51K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 57 | $3.56K | 0.00% | +57 | New |
| Natixis | 59 | $3.63K | 0.00% | +59 | New |
| SJS Investment Consulting Inc. | 60 | $3.69K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 61 | $3.75K | 0.00% | −10−14.1% | Reduced |
| Ashton Thomas Securities, LLC | 64 | $3.94K | 0.00% | +64 | New |
| Manchester Capital Management LLC | 67 | $4.12K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 69 | $4.25K | 0.00% | +69 | New |
| Farmers & Merchants Investments Inc | 70 | $4.31K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 72 | $4.43K | 0.00% | −6−7.7% | Reduced |
| Capital Performance Advisors LLP | 73 | $4.49K | 0.00% | +73 | New |
| Caitlin John, LLC | 60 | $4.51K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 71 | $4.58K | 0.00% | +71 | New |
| Harvest Fund Management Co., Ltd | 76 | $5.00K | 0.00% | −76−50.0% | Reduced |
| IFP Advisors, Inc | 86 | $5.29K | 0.00% | −346−80.1% | Reduced |
| Proequities, Inc. | 101 | $6.22K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 106 | $6.50K | 0.00% | +11+11.6% | Added |
| Hexagon Capital Partners LLC | 109 | $6.71K | 0.00% | −14−11.4% | Reduced |
| Bell Investment Advisors, Inc | 111 | $6.83K | 0.00% | −22−16.5% | Reduced |
| Bruce G. Allen Investments, LLC | 116 | $7.14K | 0.01% | −4−3.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 132 | $8.12K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 140 | $8.55K | 0.00% | +140 | New |
| Private Trust Co NA | 146 | $8.99K | 0.00% | +13+9.8% | Added |
| Meeder Asset Management Inc | 161 | $9.91K | 0.00% | +161 | New |
| LGT Financial Advisors LLC | 165 | $10.2K | 0.03% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 169 | $10.4K | 0.00% | +169 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 174 | $10.7K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 186 | $11.4K | 0.00% | +6+3.3% | Added |
| Hemington Wealth Management | 195 | $12.0K | 0.00% | +195 | New |
| GAMMA Investing LLC | 199 | $12.2K | 0.00% | +100+101.0% | Added |
| Parkside Financial Bank & Trust | 199 | $12.3K | 0.00% | −6−2.9% | Reduced |
| Whittier Trust Co | 201 | $12.4K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 205 | $13.0K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 181 | $13.3K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 219 | $13.5K | 0.01% | +1+0.5% | Added |
| Principal Securities, Inc. | 220 | $13.5K | 0.00% | +40+22.2% | Added |
| JCIC Asset Management Inc. | 240 | $14.8K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 247 | $15.2K | 0.00% | +247 | New |
| Assetmark, Inc | 252 | $15.5K | 0.00% | −84−25.0% | Reduced |
| EverSource Wealth Advisors, LLC | 254 | $15.6K | 0.00% | +25+10.9% | Added |
| Covestor Ltd | 264 | $16.0K | 0.01% | −14−5.0% | Reduced |
| Lindbrook Capital, LLC | 287 | $17.7K | 0.00% | +49+20.6% | Added |
| Central Trust Co | 290 | $17.9K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 300 | $18.5K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 312 | $19.2K | 0.01% | +312 | New |
| North Star Investment Management Corp. | 320 | $19.7K | 0.00% | −40−11.1% | Reduced |
| GHP Investment Advisors, Inc. | 320 | $19.7K | 0.00% | +320 | New |
| Peregrine Capital Management LLC | 340 | $20.9K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 380 | $23.4K | 0.00% | −3−0.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 395 | $24.3K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 405 | $24.9K | 0.02% | −240−37.2% | Reduced |
| Westside Investment Management, Inc. | 421 | $25.9K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 425 | $26.2K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 431 | $26.5K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 433 | $26.7K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 446 | $27.5K | 0.01% | +3+0.7% | Added |
| Deseret Mutual Benefit Administrators | 491 | $30.2K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 516 | $31.8K | 0.00% | +11+2.2% | Added |
| Bryn Mawr Trust Co | 524 | $32.3K | 0.00% | +524 | New |
| Montag A & Associates Inc | 568 | $35.0K | 0.00% | +568 | New |
| SRS Capital Advisors, Inc. | 595 | $36.6K | 0.00% | +140+30.8% | Added |
| Massmutual Trust Co FSB | 615 | $37.9K | 0.00% | +95+18.3% | Added |
| Smartleaf Asset Management LLC | 623 | $38.1K | 0.00% | +207+49.8% | Added |
| Elequin Capital LP | 654 | $40.3K | 0.00% | +352+116.6% | Added |
| Eastern Bank | 679 | $41.8K | 0.00% | +679 | New |
| Venturi Wealth Management, LLC | 771 | $47.5K | 0.00% | +15+2.0% | Added |
| Versant Capital Management, Inc | 788 | $48.5K | 0.01% | +118+17.6% | Added |
| Creative Financial Designs Inc | 1,071 | $65.9K | 0.01% | +434+68.1% | Added |
| Quarry LP | 1,140 | $70.2K | 0.02% | +1,140 | New |
| Continuum Advisory, LLC | 1,000 | $73.5K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,223 | $75.3K | 0.00% | +55+4.7% | Added |
| Washington Trust Advisors, Inc. | 1,232 | $75.8K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,240 | $76.3K | 0.00% | +1,240 | New |
| Albion Financial Group | 1,260 | $77.6K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,274 | $78.4K | 0.00% | +1,265+14,055.6% | Added |
| Geneos Wealth Management Inc. | 1,337 | $82.3K | 0.00% | +77+6.1% | Added |
| Headlands Technologies LLC | 1,431 | $88.1K | 0.01% | +1,431 | New |