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, Q4 2024
Institutional positions in Jefferies Financial Group Inc. as of Dec 31, 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
- 584
- +57 vs. Q3 2024
- Shares held
- 152.5M
- +7.47M (+5.1%) vs. Q3 2024
- Total value
- $12.0B
- +$3.04B (+34.1%) vs. Q3 2024
- New holders
- 107
- 168 more added
- Sold out
- 50
- 213 more reduced
7 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Jefferies Financial Group Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $78 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $79 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 2 | $138 | 0.00% | −55−96.5% | Reduced |
| HHM Wealth Advisors, LLC | 3 | $236 | 0.00% | +3 | New |
| Macquarie Group Ltd | 3,232 | $253 | 0.00% | +3,232 | New |
| NBC Securities, Inc. | 3 | $272 | 0.02% | −3,505−99.9% | Reduced |
| AdvisorNet Financial, Inc | 5 | $392 | 0.00% | −26−83.9% | Reduced |
| Wolff Wiese Magana LLC | 5 | $392 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 5 | $392 | 0.00% | +5 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $470 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 7 | $549 | 0.00% | +7 | New |
| Principia Wealth Advisory, LLC | 8 | $627 | 0.00% | +8 | New |
| Cassady Schiller Wealth Management, LLC | 9 | $706 | 0.00% | +9 | New |
| Financial Management Professionals, Inc. | 12 | $941 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 13 | $1.02K | 0.00% | −127−90.7% | Reduced |
| Prestige Wealth Management Group LLC | 15 | $1.18K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 15 | $1.18K | 0.00% | +15 | New |
| Global Financial Private Client, LLC | 16 | $1.25K | 0.00% | +16 | New |
| SBI Securities Co., Ltd. | 18 | $1.41K | 0.00% | +18 | New |
| Clearstead Advisors, LLC | 19 | $1.49K | 0.00% | −87−82.1% | Reduced |
| Colonial Trust Advisors | 20 | $1.57K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 29 | $2.27K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 30 | $2.35K | 0.00% | +30 | New |
| MAI Capital Management | 31 | $2.43K | 0.00% | +31 | New |
| Golden State Wealth Management, LLC | 31 | $2.45K | 0.00% | +31 | New |
| Whipplewood Advisors, LLC | 33 | $2.59K | 0.00% | +33 | New |
| Sachetta, LLC | 35 | $2.74K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 35 | $2.74K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 37 | $2.90K | 0.00% | −1,237−97.1% | Reduced |
| Hollencrest Capital Management | 37 | $2.94K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 47 | $3.69K | 0.00% | +6+14.6% | Added |
| Private Wealth Management Group, LLC | 48 | $3.76K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 51 | $4.00K | 0.00% | −9−15.0% | Reduced |
| Trust Co | 54 | $4.23K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 55 | $4.31K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 57 | $4.47K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 61 | $4.76K | 0.00% | +1+1.7% | Added |
| Manchester Capital Management LLC | 67 | $5.25K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 70 | $5.49K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 71 | $5.57K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 100 | $7.84K | 0.01% | +100 | New |
| Bruce G. Allen Investments, LLC | 103 | $8.07K | 0.01% | −13−11.2% | Reduced |
| Hexagon Capital Partners LLC | 109 | $8.55K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 111 | $8.70K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 118 | $9.25K | 0.00% | +49+71.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 132 | $10.3K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 163 | $12.8K | 0.00% | +139+579.2% | Added |
| LGT Financial Advisors LLC | 165 | $12.9K | 0.03% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 174 | $13.6K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 176 | $13.8K | 0.01% | +176 | New |
| LRI Investments, LLC | 181 | $14.2K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 198 | $15.5K | 0.00% | +12+6.5% | Added |
| Sierra Ocean, LLC | 200 | $15.7K | 0.01% | +200 | New |
| Whittier Trust Co | 201 | $15.8K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 205 | $16.0K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 220 | $17.2K | 0.01% | +1+0.5% | Added |
| Proequities, Inc. | 237 | $18.2K | 0.00% | +136+134.7% | Added |
| North Star Investment Management Corp. | 240 | $18.8K | 0.00% | −80−25.0% | Reduced |
| JCIC Asset Management Inc. | 240 | $18.8K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 252 | $19.8K | 0.00% | −402−61.5% | Reduced |
| Parkside Financial Bank & Trust | 263 | $20.6K | 0.00% | +64+32.2% | Added |
| Covestor Ltd | 281 | $22.0K | 0.01% | +17+6.4% | Added |
| Larson Financial Group LLC | 286 | $22.4K | 0.00% | +39+15.8% | Added |
| Central Trust Co | 290 | $22.7K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 300 | $23.5K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 320 | $25.1K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 335 | $26.0K | 0.01% | +140+71.8% | Added |
| Peregrine Capital Management LLC | 340 | $26.7K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 343 | $26.9K | 0.00% | +343 | New |
| EverSource Wealth Advisors, LLC | 346 | $27.1K | 0.00% | +92+36.2% | Added |
| Stephens Consulting, LLC | 364 | $28.5K | 0.01% | +364 | New |
| Skopos Labs, Inc. | 371 | $29.1K | 0.01% | +59+18.9% | Added |
| Lindbrook Capital, LLC | 396 | $31.0K | 0.00% | +109+38.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 395 | $32.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 421 | $33.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 425 | $33.3K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 431 | $33.8K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 433 | $33.9K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 444 | $34.9K | 0.00% | +64+16.8% | Added |
| Rise Advisors, LLC | 448 | $35.1K | 0.02% | +2+0.4% | Added |
| Deseret Mutual Benefit Administrators | 491 | $38.5K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 514 | $40.3K | 0.00% | +315+158.3% | Added |
| Rothschild Investment LLC | 516 | $40.5K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 524 | $41.1K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 568 | $44.5K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 575 | $45.1K | 0.00% | +355+161.4% | Added |
| SRS Capital Advisors, Inc. | 624 | $48.9K | 0.00% | +29+4.9% | Added |
| Private Trust Co NA | 652 | $51.1K | 0.01% | +506+346.6% | Added |
| Eastern Bank | 679 | $53.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 738 | $57.9K | 0.00% | +652+758.1% | Added |
| Massmutual Trust Co FSB | 742 | $58.2K | 0.00% | +127+20.7% | Added |
| Versant Capital Management, Inc | 788 | $61.8K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 812 | $63.7K | 0.02% | +812 | New |
| Venturi Wealth Management, LLC | 881 | $69.1K | 0.00% | +110+14.3% | Added |
| Smartleaf Asset Management LLC | 907 | $71.5K | 0.01% | +284+45.6% | Added |
| Continuum Advisory, LLC | 1,010 | $79.2K | 0.01% | +10+1.0% | Added |
| GeoWealth Management, LLC | 1,172 | $91.9K | 0.00% | −68−5.5% | Reduced |
| Creative Financial Designs Inc | 1,223 | $95.9K | 0.01% | +152+14.2% | Added |
| Washington Trust Advisors, Inc. | 1,232 | $96.6K | 0.01% | 00.0% | Unchanged |