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 |
|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | 1,472 | $90.6K | 0.00% | +1,472 | New |
| Federation des caisses Desjardins du Quebec | 1,519 | $93.5K | 0.00% | +360+31.1% | Added |
| Harbour Investments, Inc. | 1,726 | $106.2K | 0.00% | +44+2.6% | Added |
| Acadian Asset Management LLC | 1,759 | $108.0K | 0.00% | −35,969−95.3% | Reduced |
| Parallel Advisors, LLC | 1,792 | $110.3K | 0.00% | +370+26.0% | Added |
| Catalyst Funds Management Pty Ltd | 1,800 | $110.8K | 0.02% | +1,600+800.0% | Added |
| CWM, LLC | 1,798 | $111.0K | 0.00% | −360−16.7% | Reduced |
| Bessemer Group Inc | 1,800 | $111.0K | 0.00% | +42+2.4% | Added |
| Point72 Asset Management, L.P. | 1,999 | $123.0K | 0.00% | +1,999 | New |
| Glen Eagle Advisors, LLC | 2,034 | $125.2K | 0.02% | −545−21.1% | Reduced |
| Ridgewood Investments LLC | 2,200 | $135.4K | 0.07% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 2,250 | $138.5K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 2,387 | $147.5K | 0.00% | +2,387 | New |
| Colonial Trust Co | 2,578 | $158.7K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,642 | $162.6K | 0.01% | +2,642 | New |
| Fifth Third Bancorp | 2,769 | $170.4K | 0.00% | −319−10.3% | Reduced |
| Quadrant Capital Group LLC | 2,799 | $172.3K | 0.01% | +143+5.4% | Added |
| Steward Partners Investment Advisory, LLC | 2,800 | $172.3K | 0.00% | +1,188+73.7% | Added |
| Spire Wealth Management | 2,810 | $173.0K | 0.01% | −440−13.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,900 | $178.5K | 0.06% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,909 | $179.0K | 0.01% | −21,364−88.0% | Reduced |
| Compass Wealth Management LLC | 3,000 | $184.7K | 0.04% | 00.0% | Unchanged |
| Ossiam | 3,129 | $192.6K | 0.00% | +3,129 | New |
| United Capital Financial Advisers, LLC | 3,469 | $213.5K | 0.00% | +3,469 | New |
| NBC Securities, Inc. | 3,508 | $215.0K | 0.02% | +9+0.3% | Added |
| Bleakley Financial Group, LLC | 3,535 | $217.6K | 0.01% | +3,535 | New |
| Pallas Capital Advisors LLC | 3,391 | $219.0K | 0.01% | +3,391 | New |
| Americana Partners, LLC | 3,561 | $219.2K | 0.01% | +3,561 | New |
| Phillips Wealth Planners LLC | 3,291 | $219.3K | 0.21% | +3,291 | New |
| Kovitz Investment Group Partners, LLC | 3,912 | $219.6K | 0.00% | +3,912 | New |
| Capula Management Ltd | 3,641 | $224.1K | 0.00% | +3,641 | New |
| CAPROCK Group, Inc. | 3,679 | $226.4K | 0.01% | +3,679 | New |
| HSBC Holdings PLC | 3,682 | $226.6K | 0.00% | −53,600−93.6% | Reduced |
| Financial Planning & Information Services, Inc. | 3,703 | $227.9K | 0.03% | +3,703 | New |
| Ritholtz Wealth Management | 3,715 | $228.7K | 0.01% | +3,715 | New |
| Rafferty Asset Management, LLC | 3,743 | $230.4K | 0.00% | −439−10.5% | Reduced |
| Ethic Inc. | 5,297 | $233.6K | 0.01% | −4,216−44.3% | Reduced |
| HM Payson & Co | 3,800 | $233.9K | 0.00% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 3,336 | $235.0K | 0.13% | +3,336 | New |
| Ellevest, Inc. | 3,883 | $239.0K | 0.01% | +3,883 | New |
| Campbell & CO Investment Adviser LLC | 3,888 | $239.3K | 0.02% | +3,888 | New |
| Creekside Partners | 3,910 | $240.7K | 0.12% | +3,910 | New |
| Capstone Investment Advisors, LLC | 3,984 | $245.2K | 0.00% | +3,984 | New |
| Tiaa Trust, National Association | 3,990 | $245.6K | 0.00% | +3,990 | New |
| Meiji Yasuda Asset Management Co Ltd. | 3,995 | $245.9K | 0.01% | −278−6.5% | Reduced |
| Carlson Capital Management | 4,000 | $246.2K | 0.01% | +4,000 | New |
| Engineers Gate Manager LP | 4,002 | $246.3K | 0.00% | −30,070−88.3% | Reduced |
| Belmont Capital, LLC | 4,020 | $247.4K | 0.04% | −51−1.3% | Reduced |
| Ronald Blue Trust, Inc. | 5,050 | $251.3K | 0.00% | +2,559+102.7% | Added |
| Toroso Investments, LLC | 4,098 | $252.2K | 0.00% | +4,098 | New |
| Diligent Investors, LLC | 4,100 | $252.4K | 0.06% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,114 | $253.2K | 0.01% | −284−6.5% | Reduced |
| Hamilton Capital Partners Inc. | 4,130 | $254.2K | 0.02% | 00.0% | Unchanged |
| Blankinship & Foster, LLC | 4,146 | $255.2K | 0.06% | 00.0% | Unchanged |
| MQS Management LLC | 4,159 | $256.0K | 0.14% | +4,159 | New |
| Sanders Morris Harris LLC | 4,200 | $258.5K | 0.04% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 4,293 | $264.2K | 0.00% | −1,297,600−99.7% | Reduced |
| Pinnacle Financial Partners Inc | 4,325 | $266.2K | 0.01% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 4,468 | $275.0K | 0.00% | −51−1.1% | Reduced |
| Vestor Capital, LLC | 4,646 | $286.0K | 0.02% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 4,701 | $289.3K | 0.00% | +10.0% | Added |
| Pitcairn Co | 4,823 | $296.9K | 0.02% | −611−11.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 4,874 | $300.0K | 0.01% | +4,874 | New |
| Truist Financial Corp | 4,888 | $300.8K | 0.00% | +377+8.4% | Added |
| Signaturefd, LLC | 4,992 | $307.2K | 0.01% | −36−0.7% | Reduced |
| Pittenger & Anderson Inc | 5,000 | $307.8K | 0.01% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 5,003 | $307.9K | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 5,057 | $312.8K | 0.00% | +5,057 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 5,089 | $313.2K | 0.00% | +5,089 | New |
| Paradigm Financial Partners, LLC | 4,225 | $315.1K | 0.04% | 00.0% | Unchanged |
| Penn Mutual Asset Management, LLC | 5,225 | $321.6K | 0.64% | 00.0% | Unchanged |
| MKT Advisors LLC | 5,275 | $328.8K | 0.15% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 5,394 | $332.0K | 0.03% | +5,394 | New |
| Fifth Third Wealth Advisors LLC | 5,421 | $333.7K | 0.02% | −966−15.1% | Reduced |
| Alaska Permanent Fund Corp | 5,622 | $346.0K | 0.01% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 5,624 | $346.2K | 0.05% | +5,624 | New |
| Sterling Capital Management LLC | 5,633 | $346.7K | 0.00% | +5,633 | New |
| Moody Aldrich Partners LLC | 5,689 | $350.2K | 0.06% | +5,689 | New |
| NorthRock Partners, LLC | 5,732 | $352.8K | 0.01% | +184+3.3% | Added |
| Schonfeld Strategic Advisors LLC | 5,813 | $357.8K | 0.00% | −77,609−93.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,824 | $358.4K | 0.01% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 5,895 | $362.8K | 0.10% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 5,925 | $364.7K | 0.02% | +1,050+21.5% | Added |
| Quent Capital, LLC | 5,959 | $366.4K | 0.04% | −103−1.7% | Reduced |
| Searle & Co. | 6,000 | $369.3K | 0.09% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 6,000 | $369.3K | 0.05% | 00.0% | Unchanged |
| PFG Investments, LLC | 6,067 | $373.4K | 0.02% | +15+0.2% | Added |
| Aspiriant, LLC | 6,074 | $373.9K | 0.01% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 6,141 | $378.0K | 0.01% | −138−2.2% | Reduced |
| Country Club Bank | 6,200 | $378.7K | 0.03% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 6,162 | $379.3K | 0.00% | +204+3.4% | Added |
| First Heartland Consultants, Inc. | 6,265 | $386.0K | 0.04% | +6+0.1% | Added |
| Maple Capital Management, Inc. | 6,316 | $388.8K | 0.03% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 6,335 | $389.9K | 0.00% | −6,204−49.5% | Reduced |
| Pecaut & Co. | 6,350 | $390.8K | 0.14% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 6,362 | $391.6K | 0.00% | −21,130−76.9% | Reduced |
| Greenleaf Trust | 6,375 | $392.4K | 0.00% | +125+2.0% | Added |
| Net Worth Advisory Group | 6,426 | $395.5K | 0.12% | +6,426 | New |
| Carnegie Capital Asset Management, LLC | 6,445 | $396.7K | 0.01% | 00.0% | Unchanged |
| ClearAlpha Technologies LP | 6,456 | $397.4K | 0.17% | −1,760−21.4% | Reduced |