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 |
|---|---|---|---|---|---|
| MML Investors Services, LLC | 6,487 | $399.0K | 0.00% | −311−4.6% | Reduced |
| Sage Capital Management, LLC | 6,560 | $403.8K | 0.19% | +38+0.6% | Added |
| Stephens Inc | 6,609 | $406.8K | 0.01% | +6,609 | New |
| Cooper Financial Group | 6,657 | $409.7K | 0.05% | +39+0.6% | Added |
| Atomi Financial Group, Inc. | 6,660 | $409.9K | 0.03% | +1,261+23.4% | Added |
| Vident Advisory, LLC | 6,698 | $412.3K | 0.01% | +1,242+22.8% | Added |
| Shelton Capital Management | 6,706 | $412.8K | 0.01% | −202−2.9% | Reduced |
| Checchi Capital Advisers, LLC | 6,706 | $412.8K | 0.03% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 10,217 | $412.9K | 0.01% | +1,854+22.2% | Added |
| Sherbrooke Park Advisers LLC | 6,715 | $413.3K | 0.09% | −3,297−32.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,785 | $417.6K | 0.00% | +20+0.3% | Added |
| ProShare Advisors LLC | 7,077 | $435.6K | 0.00% | −923−11.5% | Reduced |
| Shell Asset Management Co | 7,104 | $437.0K | 0.02% | +7,104 | New |
| Apexium Financial, LP | 7,163 | $440.9K | 0.03% | 00.0% | Unchanged |
| Forum Financial Management, LP | 7,290 | $448.7K | 0.01% | +481+7.1% | Added |
| Meeder Advisory Services, Inc. | 7,485 | $460.7K | 0.03% | +369+5.2% | Added |
| Boston Trust Walden Corp | 7,500 | $461.6K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 7,546 | $464.5K | 0.05% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 7,628 | $469.5K | 0.09% | −21,020−73.4% | Reduced |
| DekaBank Deutsche Girozentrale | 7,864 | $478.0K | 0.00% | 00.0% | Unchanged |
| LMR Partners LLP | 7,800 | $480.1K | 0.01% | +7,800 | New |
| Avantax Advisory Services, Inc. | 7,929 | $488.0K | 0.00% | −326−3.9% | Reduced |
| Umb Bank N A | 8,080 | $497.3K | 0.01% | +401+5.2% | Added |
| Western Wealth Management, LLC | 8,184 | $503.7K | 0.03% | +8,184 | New |
| Simmons Bank | 8,317 | $511.9K | 0.04% | +1,890+29.4% | Added |
| BFSG, LLC | 8,356 | $514.3K | 0.06% | −1,265−13.1% | Reduced |
| Petrus Trust Company, LTA | 8,410 | $517.6K | 0.05% | +68+0.8% | Added |
| Yelin Lapidot Holdings Management Ltd. | 8,652 | $532.5K | 0.09% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 9,347 | $575.2K | 0.01% | −4,292−31.5% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,375 | $577.0K | 0.09% | 00.0% | Unchanged |
| Ci Investments Inc. | 9,733 | $599.0K | 0.00% | +1,154+13.5% | Added |
| Am Investment Strategies LLC | 10,000 | $616.0K | 0.15% | −122−1.2% | Reduced |
| HMS Capital Management, LLC | 10,042 | $618.1K | 0.30% | +20.0% | Added |
| Stifel Financial Corp | 10,235 | $630.0K | 0.00% | −22,203−68.4% | Reduced |
| Maryland State Retirement & Pension System | 10,274 | $632.4K | 0.01% | −3,812−27.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,306 | $634.0K | 0.00% | +5,398+110.0% | Added |
| Monetary Management Group Inc | 10,400 | $640.1K | 0.16% | +3,000+40.5% | Added |
| United Services Automobile Association | 10,493 | $645.8K | 0.02% | −2,726−20.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 10,570 | $650.6K | 0.00% | +2,035+23.8% | Added |
| SG Americas Securities, LLC | 10,672 | $657.0K | 0.00% | −47,915−81.8% | Reduced |
| PEAK6 Investments LLC | 10,693 | $658.2K | 0.03% | +10,693 | New |
| Calamos Advisors LLC | 10,727 | $660.2K | 0.00% | +10,727 | New |
| Farther Finance Advisors, LLC | 10,986 | $676.2K | 0.03% | −2,280−17.2% | Reduced |
| Chou Associates Management Inc.SuperinvestorChou Associates | 10,987 | $676.3K | 0.43% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 11,090 | $683.6K | 0.01% | −87−0.8% | Reduced |
| Connable Office Inc | 11,200 | $689.4K | 0.07% | 00.0% | Unchanged |
| Mariner, LLC | 11,786 | $725.0K | 0.00% | −2,636−18.3% | Reduced |
| Crossmark Global Holdings, Inc. | 11,841 | $729.0K | 0.01% | −674−5.4% | Reduced |
| Fox Run Management, L.L.C. | 12,027 | $740.3K | 0.16% | −477−3.8% | Reduced |
| Walleye Capital LLC | 12,571 | $773.7K | 0.01% | +10,342+464.0% | Added |
| Roberts Capital Advisors, LLC | 12,594 | $775.2K | 0.66% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 12,623 | $776.9K | 0.02% | −906−6.7% | Reduced |
| XTX Topco Ltd | 12,811 | $788.5K | 0.06% | +3,929+44.2% | Added |
| Danske Bank A/S | 12,881 | $792.8K | 0.00% | +10,881+544.1% | Added |
| Jefferies Financial Group Inc. | 13,043 | $802.8K | 0.01% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 13,158 | $809.9K | 0.06% | +13,158 | New |
| Catalyst Financial Partners LLC | 14,057 | $865.2K | 0.17% | +20.0% | Added |
| Raymond James Trust N.A. | 14,135 | $870.0K | 0.02% | −2,665−15.9% | Reduced |
| Federated Hermes, Inc. | 14,194 | $873.6K | 0.00% | −3,052−17.7% | Reduced |
| nVerses Capital, LLC | 14,200 | $874.0K | 0.40% | +7,300+105.8% | Added |
| Silvercrest Asset Management Group LLC | 14,345 | $882.9K | 0.01% | 00.0% | Unchanged |
| Prudential Financial Inc | 14,500 | $892.5K | 0.00% | −2,105−12.7% | Reduced |
| Lazard Asset Management LLC | 14,573 | $896.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 14,749 | $907.8K | 0.00% | −780−5.0% | Reduced |
| Brinker Capital Investments, LLC | 14,808 | $911.5K | 0.01% | −198−1.3% | Reduced |
| Orion Portfolio Solutions, LLC | 14,808 | $911.5K | 0.01% | −198−1.3% | Reduced |
| Fulton Bank, N.A. | 14,824 | $912.4K | 0.03% | +224+1.5% | Added |
| GWM Advisors LLC | 14,838 | $913.3K | 0.01% | +2,352+18.8% | Added |
| Citadel Investment Advisory, Inc. | 14,885 | $916.0K | 0.48% | 00.0% | Unchanged |
| Credit Agricole S A | 14,998 | $923.1K | 0.00% | +14,998 | New |
| Harbor Advisors LLC | 15,000 | $923.3K | 0.15% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 15,025 | $924.8K | 0.04% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 15,100 | $929.4K | 0.02% | −75−0.5% | Reduced |
| Capital Fund Management S.A. | 15,211 | $936.2K | 0.01% | −27,376−64.3% | Reduced |
| Redmont Wealth Advisors LLC | 15,230 | $937.4K | 1.45% | −3,899−20.4% | Reduced |
| King Luther Capital Management Corp | 15,414 | $948.7K | 0.00% | 00.0% | Unchanged |
| KWMG, LLC | 15,567 | $958.2K | 0.10% | −1,074−6.5% | Reduced |
| Tower Research Capital LLC (TRC) | 15,651 | $963.3K | 0.03% | +5,749+58.1% | Added |
| Shelton Wealth Management, LLC | 15,860 | $976.2K | 0.55% | −1,858−10.5% | Reduced |
| Custom Index Systems, LLC | 16,841 | $1.04M | 0.56% | +7,021+71.5% | Added |
| Equitable Trust Co | 16,920 | $1.04M | 0.07% | −3,710−18.0% | Reduced |
| Blair William & Co | 17,040 | $1.05M | 0.00% | −12−0.1% | Reduced |
| Public Employees Retirement Association of Colorado | 17,153 | $1.06M | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 17,731 | $1.09M | 0.00% | +3,877+28.0% | Added |
| NorthCrest Asset Manangement, LLC | 17,850 | $1.10M | 0.03% | 00.0% | Unchanged |
| Cetera Investment Advisers | 17,913 | $1.10M | 0.00% | −71−0.4% | Reduced |
| Evercore Wealth Management, LLC | 17,933 | $1.10M | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 18,798 | $1.16M | 0.02% | +999+5.6% | Added |
| State of Alaska, Department of Revenue | 18,859 | $1.16M | 0.01% | +470+2.6% | Added |
| Highland Capital Management, LLC | 19,096 | $1.18M | 0.07% | +19,096 | New |
| Carmel Capital Partners, LLC | 19,474 | $1.20M | 0.46% | +8,074+70.8% | Added |
| Pictet Asset Management Holding SA | 20,681 | $1.27M | 0.00% | −2,069−9.1% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 20,954 | $1.29M | 0.09% | 00.0% | Unchanged |
| Caxton Associates LP | 21,243 | $1.31M | 0.06% | −35,188−62.4% | Reduced |
| Bard Financial Services, Inc. | 21,550 | $1.33M | 0.16% | −250−1.1% | Reduced |
| Summit Financial, LLC | 21,603 | $1.33M | 0.05% | +45+0.2% | Added |
| Gotham Asset Management, LLC | 21,750 | $1.34M | 0.01% | +447+2.1% | Added |
| FJ Capital Management LLC | 21,841 | $1.34M | 0.14% | +21,841 | New |
| Harbour Capital Advisors, LLC | 21,545 | $1.37M | 0.32% | +1,570+7.9% | Added |
| Storebrand Asset Management AS | 22,813 | $1.40M | 0.00% | 00.0% | Unchanged |