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 |
|---|---|---|---|---|---|
| HSBC Holdings PLC | 3,682 | $226.6K | 0.00% | −53,600−93.6% | Reduced |
| CAPROCK Group, Inc. | 3,679 | $226.4K | 0.01% | +3,679 | New |
| Capula Management Ltd | 3,641 | $224.1K | 0.00% | +3,641 | New |
| Kovitz Investment Group Partners, LLC | 3,912 | $219.6K | 0.00% | +3,912 | New |
| Phillips Wealth Planners LLC | 3,291 | $219.3K | 0.21% | +3,291 | New |
| Americana Partners, LLC | 3,561 | $219.2K | 0.01% | +3,561 | New |
| Pallas Capital Advisors LLC | 3,391 | $219.0K | 0.01% | +3,391 | New |
| Bleakley Financial Group, LLC | 3,535 | $217.6K | 0.01% | +3,535 | New |
| NBC Securities, Inc. | 3,508 | $215.0K | 0.02% | +9+0.3% | Added |
| United Capital Financial Advisers, LLC | 3,469 | $213.5K | 0.00% | +3,469 | New |
| Ossiam | 3,129 | $192.6K | 0.00% | +3,129 | New |
| Compass Wealth Management LLC | 3,000 | $184.7K | 0.04% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,909 | $179.0K | 0.01% | −21,364−88.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,900 | $178.5K | 0.06% | 00.0% | Unchanged |
| Spire Wealth Management | 2,810 | $173.0K | 0.01% | −440−13.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,800 | $172.3K | 0.00% | +1,188+73.7% | Added |
| Quadrant Capital Group LLC | 2,799 | $172.3K | 0.01% | +143+5.4% | Added |
| Fifth Third Bancorp | 2,769 | $170.4K | 0.00% | −319−10.3% | Reduced |
| CoreCap Advisors, LLC | 2,642 | $162.6K | 0.01% | +2,642 | New |
| Colonial Trust Co | 2,578 | $158.7K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 2,387 | $147.5K | 0.00% | +2,387 | New |
| Nomura Asset Management Co Ltd | 2,250 | $138.5K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 2,200 | $135.4K | 0.07% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2,034 | $125.2K | 0.02% | −545−21.1% | Reduced |
| Point72 Asset Management, L.P. | 1,999 | $123.0K | 0.00% | +1,999 | New |
| 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 |
| Catalyst Funds Management Pty Ltd | 1,800 | $110.8K | 0.02% | +1,600+800.0% | Added |
| Parallel Advisors, LLC | 1,792 | $110.3K | 0.00% | +370+26.0% | Added |
| Acadian Asset Management LLC | 1,759 | $108.0K | 0.00% | −35,969−95.3% | Reduced |
| Harbour Investments, Inc. | 1,726 | $106.2K | 0.00% | +44+2.6% | Added |
| Federation des caisses Desjardins du Quebec | 1,519 | $93.5K | 0.00% | +360+31.1% | Added |
| Cullen/Frost Bankers, Inc. | 1,472 | $90.6K | 0.00% | +1,472 | New |
| Headlands Technologies LLC | 1,431 | $88.1K | 0.01% | +1,431 | New |
| Geneos Wealth Management Inc. | 1,337 | $82.3K | 0.00% | +77+6.1% | Added |
| Huntington National Bank | 1,274 | $78.4K | 0.00% | +1,265+14,055.6% | Added |
| Albion Financial Group | 1,260 | $77.6K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,240 | $76.3K | 0.00% | +1,240 | New |
| Washington Trust Advisors, Inc. | 1,232 | $75.8K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,223 | $75.3K | 0.00% | +55+4.7% | Added |
| Continuum Advisory, LLC | 1,000 | $73.5K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 1,140 | $70.2K | 0.02% | +1,140 | New |
| Creative Financial Designs Inc | 1,071 | $65.9K | 0.01% | +434+68.1% | Added |
| Versant Capital Management, Inc | 788 | $48.5K | 0.01% | +118+17.6% | Added |
| Venturi Wealth Management, LLC | 771 | $47.5K | 0.00% | +15+2.0% | Added |
| Eastern Bank | 679 | $41.8K | 0.00% | +679 | New |
| Elequin Capital LP | 654 | $40.3K | 0.00% | +352+116.6% | Added |
| Smartleaf Asset Management LLC | 623 | $38.1K | 0.00% | +207+49.8% | Added |
| Massmutual Trust Co FSB | 615 | $37.9K | 0.00% | +95+18.3% | Added |
| SRS Capital Advisors, Inc. | 595 | $36.6K | 0.00% | +140+30.8% | Added |
| Montag A & Associates Inc | 568 | $35.0K | 0.00% | +568 | New |
| Bryn Mawr Trust Co | 524 | $32.3K | 0.00% | +524 | New |
| Rothschild Investment LLC | 516 | $31.8K | 0.00% | +11+2.2% | Added |
| Deseret Mutual Benefit Administrators | 491 | $30.2K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 446 | $27.5K | 0.01% | +3+0.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 433 | $26.7K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 431 | $26.5K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 425 | $26.2K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 421 | $25.9K | 0.01% | 00.0% | Unchanged |
| Naples Money Management LLC | 405 | $24.9K | 0.02% | −240−37.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 395 | $24.3K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 380 | $23.4K | 0.00% | −3−0.8% | Reduced |
| Peregrine Capital Management LLC | 340 | $20.9K | 0.00% | 00.0% | Unchanged |
| 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 |
| Skopos Labs, Inc. | 312 | $19.2K | 0.01% | +312 | New |
| Trust Co of Vermont | 300 | $18.5K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 290 | $17.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 287 | $17.7K | 0.00% | +49+20.6% | Added |
| Covestor Ltd | 264 | $16.0K | 0.01% | −14−5.0% | Reduced |
| EverSource Wealth Advisors, LLC | 254 | $15.6K | 0.00% | +25+10.9% | Added |
| Assetmark, Inc | 252 | $15.5K | 0.00% | −84−25.0% | Reduced |
| Larson Financial Group LLC | 247 | $15.2K | 0.00% | +247 | New |
| JCIC Asset Management Inc. | 240 | $14.8K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 220 | $13.5K | 0.00% | +40+22.2% | Added |
| Pineridge Advisors LLC | 219 | $13.5K | 0.01% | +1+0.5% | Added |
| LRI Investments, LLC | 181 | $13.3K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 205 | $13.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 201 | $12.4K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 199 | $12.3K | 0.00% | −6−2.9% | Reduced |
| GAMMA Investing LLC | 199 | $12.2K | 0.00% | +100+101.0% | Added |
| Hemington Wealth Management | 195 | $12.0K | 0.00% | +195 | New |
| JFS Wealth Advisors, LLC | 186 | $11.4K | 0.00% | +6+3.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 174 | $10.7K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 169 | $10.4K | 0.00% | +169 | New |
| LGT Financial Advisors LLC | 165 | $10.2K | 0.03% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 161 | $9.91K | 0.00% | +161 | New |
| Private Trust Co NA | 146 | $8.99K | 0.00% | +13+9.8% | Added |
| Jones Financial Companies LLLP | 140 | $8.55K | 0.00% | +140 | New |
| Fuller & Thaler Asset Management, Inc. | 132 | $8.12K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 116 | $7.14K | 0.01% | −4−3.3% | Reduced |
| Bell Investment Advisors, Inc | 111 | $6.83K | 0.00% | −22−16.5% | Reduced |
| Hexagon Capital Partners LLC | 109 | $6.71K | 0.00% | −14−11.4% | Reduced |
| Clearstead Advisors, LLC | 106 | $6.50K | 0.00% | +11+11.6% | Added |
| Proequities, Inc. | 101 | $6.22K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 86 | $5.29K | 0.00% | −346−80.1% | Reduced |
| Harvest Fund Management Co., Ltd | 76 | $5.00K | 0.00% | −76−50.0% | Reduced |
| Gen-Wealth Partners Inc | 71 | $4.58K | 0.00% | +71 | New |
| Caitlin John, LLC | 60 | $4.51K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 73 | $4.49K | 0.00% | +73 | New |