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 |
|---|---|---|---|---|---|
| HMS Capital Management, LLC | 10,042 | $618.1K | 0.30% | +20.0% | Added |
| Am Investment Strategies LLC | 10,000 | $616.0K | 0.15% | −122−1.2% | Reduced |
| Ci Investments Inc. | 9,733 | $599.0K | 0.00% | +1,154+13.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,375 | $577.0K | 0.09% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 9,347 | $575.2K | 0.01% | −4,292−31.5% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 8,652 | $532.5K | 0.09% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 8,410 | $517.6K | 0.05% | +68+0.8% | Added |
| BFSG, LLC | 8,356 | $514.3K | 0.06% | −1,265−13.1% | Reduced |
| Simmons Bank | 8,317 | $511.9K | 0.04% | +1,890+29.4% | Added |
| Western Wealth Management, LLC | 8,184 | $503.7K | 0.03% | +8,184 | New |
| Umb Bank N A | 8,080 | $497.3K | 0.01% | +401+5.2% | Added |
| Avantax Advisory Services, Inc. | 7,929 | $488.0K | 0.00% | −326−3.9% | Reduced |
| LMR Partners LLP | 7,800 | $480.1K | 0.01% | +7,800 | New |
| DekaBank Deutsche Girozentrale | 7,864 | $478.0K | 0.00% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 7,628 | $469.5K | 0.09% | −21,020−73.4% | Reduced |
| Crewe Advisors LLC | 7,546 | $464.5K | 0.05% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 7,500 | $461.6K | 0.00% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 7,485 | $460.7K | 0.03% | +369+5.2% | Added |
| Forum Financial Management, LP | 7,290 | $448.7K | 0.01% | +481+7.1% | Added |
| Apexium Financial, LP | 7,163 | $440.9K | 0.03% | 00.0% | Unchanged |
| Shell Asset Management Co | 7,104 | $437.0K | 0.02% | +7,104 | New |
| ProShare Advisors LLC | 7,077 | $435.6K | 0.00% | −923−11.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,785 | $417.6K | 0.00% | +20+0.3% | Added |
| Sherbrooke Park Advisers LLC | 6,715 | $413.3K | 0.09% | −3,297−32.9% | Reduced |
| Pinnacle Associates Ltd | 10,217 | $412.9K | 0.01% | +1,854+22.2% | 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 |
| Vident Advisory, LLC | 6,698 | $412.3K | 0.01% | +1,242+22.8% | Added |
| Atomi Financial Group, Inc. | 6,660 | $409.9K | 0.03% | +1,261+23.4% | Added |
| Cooper Financial Group | 6,657 | $409.7K | 0.05% | +39+0.6% | Added |
| Stephens Inc | 6,609 | $406.8K | 0.01% | +6,609 | New |
| Sage Capital Management, LLC | 6,560 | $403.8K | 0.19% | +38+0.6% | Added |
| MML Investors Services, LLC | 6,487 | $399.0K | 0.00% | −311−4.6% | Reduced |
| ClearAlpha Technologies LP | 6,456 | $397.4K | 0.17% | −1,760−21.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 6,445 | $396.7K | 0.01% | 00.0% | Unchanged |
| Net Worth Advisory Group | 6,426 | $395.5K | 0.12% | +6,426 | New |
| Greenleaf Trust | 6,375 | $392.4K | 0.00% | +125+2.0% | Added |
| Panagora Asset Management Inc | 6,362 | $391.6K | 0.00% | −21,130−76.9% | Reduced |
| Pecaut & Co. | 6,350 | $390.8K | 0.14% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 6,335 | $389.9K | 0.00% | −6,204−49.5% | Reduced |
| Maple Capital Management, Inc. | 6,316 | $388.8K | 0.03% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 6,265 | $386.0K | 0.04% | +6+0.1% | Added |
| CIBC Asset Management Inc | 6,162 | $379.3K | 0.00% | +204+3.4% | Added |
| Country Club Bank | 6,200 | $378.7K | 0.03% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 6,141 | $378.0K | 0.01% | −138−2.2% | Reduced |
| Aspiriant, LLC | 6,074 | $373.9K | 0.01% | 00.0% | Unchanged |
| PFG Investments, LLC | 6,067 | $373.4K | 0.02% | +15+0.2% | Added |
| 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 |
| Quent Capital, LLC | 5,959 | $366.4K | 0.04% | −103−1.7% | Reduced |
| Daymark Wealth Partners, LLC | 5,925 | $364.7K | 0.02% | +1,050+21.5% | Added |
| Whitener Capital Management, Inc. | 5,895 | $362.8K | 0.10% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 5,824 | $358.4K | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 5,813 | $357.8K | 0.00% | −77,609−93.0% | Reduced |
| NorthRock Partners, LLC | 5,732 | $352.8K | 0.01% | +184+3.3% | Added |
| Moody Aldrich Partners LLC | 5,689 | $350.2K | 0.06% | +5,689 | New |
| Sterling Capital Management LLC | 5,633 | $346.7K | 0.00% | +5,633 | New |
| USA Financial Portformulas Corp | 5,624 | $346.2K | 0.05% | +5,624 | New |
| Alaska Permanent Fund Corp | 5,622 | $346.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 5,421 | $333.7K | 0.02% | −966−15.1% | Reduced |
| Gsa Capital Partners LLP | 5,394 | $332.0K | 0.03% | +5,394 | New |
| MKT Advisors LLC | 5,275 | $328.8K | 0.15% | 00.0% | Unchanged |
| Penn Mutual Asset Management, LLC | 5,225 | $321.6K | 0.64% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 4,225 | $315.1K | 0.04% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 5,089 | $313.2K | 0.00% | +5,089 | New |
| RSM US Wealth Management LLC | 5,057 | $312.8K | 0.00% | +5,057 | New |
| Pure Financial Advisors, Inc. | 5,003 | $307.9K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 5,000 | $307.8K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,992 | $307.2K | 0.01% | −36−0.7% | Reduced |
| Truist Financial Corp | 4,888 | $300.8K | 0.00% | +377+8.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 4,874 | $300.0K | 0.01% | +4,874 | New |
| Pitcairn Co | 4,823 | $296.9K | 0.02% | −611−11.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 4,701 | $289.3K | 0.00% | +10.0% | Added |
| Vestor Capital, LLC | 4,646 | $286.0K | 0.02% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 4,468 | $275.0K | 0.00% | −51−1.1% | Reduced |
| Pinnacle Financial Partners Inc | 4,325 | $266.2K | 0.01% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 4,293 | $264.2K | 0.00% | −1,297,600−99.7% | Reduced |
| Sanders Morris Harris LLC | 4,200 | $258.5K | 0.04% | 00.0% | Unchanged |
| MQS Management LLC | 4,159 | $256.0K | 0.14% | +4,159 | New |
| Blankinship & Foster, LLC | 4,146 | $255.2K | 0.06% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 4,130 | $254.2K | 0.02% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,114 | $253.2K | 0.01% | −284−6.5% | Reduced |
| Diligent Investors, LLC | 4,100 | $252.4K | 0.06% | 00.0% | Unchanged |
| Toroso Investments, LLC | 4,098 | $252.2K | 0.00% | +4,098 | New |
| Ronald Blue Trust, Inc. | 5,050 | $251.3K | 0.00% | +2,559+102.7% | Added |
| Belmont Capital, LLC | 4,020 | $247.4K | 0.04% | −51−1.3% | Reduced |
| Engineers Gate Manager LP | 4,002 | $246.3K | 0.00% | −30,070−88.3% | Reduced |
| Carlson Capital Management | 4,000 | $246.2K | 0.01% | +4,000 | New |
| Meiji Yasuda Asset Management Co Ltd. | 3,995 | $245.9K | 0.01% | −278−6.5% | Reduced |
| Tiaa Trust, National Association | 3,990 | $245.6K | 0.00% | +3,990 | New |
| Capstone Investment Advisors, LLC | 3,984 | $245.2K | 0.00% | +3,984 | New |
| Creekside Partners | 3,910 | $240.7K | 0.12% | +3,910 | New |
| Campbell & CO Investment Adviser LLC | 3,888 | $239.3K | 0.02% | +3,888 | New |
| Ellevest, Inc. | 3,883 | $239.0K | 0.01% | +3,883 | New |
| Ariadne Wealth Management, LP | 3,336 | $235.0K | 0.13% | +3,336 | New |
| HM Payson & Co | 3,800 | $233.9K | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 5,297 | $233.6K | 0.01% | −4,216−44.3% | Reduced |
| Rafferty Asset Management, LLC | 3,743 | $230.4K | 0.00% | −439−10.5% | Reduced |
| Ritholtz Wealth Management | 3,715 | $228.7K | 0.01% | +3,715 | New |
| Financial Planning & Information Services, Inc. | 3,703 | $227.9K | 0.03% | +3,703 | New |