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, Q1 2026
Institutional positions in Jefferies Financial Group Inc. as of Mar 31, 2026. 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
- 561
- −27 vs. Q4 2025
- Shares held
- 140.9M
- +10.6M (+8.1%) vs. Q4 2025
- Total value
- $5.89B
- −$2.20B (−27.2%) vs. Q4 2025
- New holders
- 87
- 219 more added
- Sold out
- 114
- 167 more reduced
9 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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, Q1 2026
Shares, value and share of portfolio for each institution holding Jefferies Financial Group Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eastern Bank | 679 | $28.0K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 682 | $28.1K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 683 | $28.2K | 0.01% | +321+88.7% | Added |
| High Note Wealth, LLC | 770 | $31.8K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 796 | $32.9K | 0.01% | +692+665.4% | Added |
| Smartleaf Asset Management LLC | 849 | $33.7K | 0.00% | −481−36.2% | Reduced |
| GAMMA Investing LLC | 835 | $34.5K | 0.00% | −1,269−60.3% | Reduced |
| Purpose Unlimited Inc. | 850 | $35.1K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 932 | $38.5K | 0.00% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 1,000 | $41.3K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,031 | $42.0K | 0.00% | +25+2.5% | Added |
| Massmutual Trust Co FSB | 1,152 | $47.5K | 0.00% | −35−2.9% | Reduced |
| Albion Financial Group | 1,260 | $52.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,276 | $52.6K | 0.01% | −176−12.1% | Reduced |
| True Wealth Design, LLC | 1,336 | $55.1K | 0.02% | +600+81.5% | Added |
| Jones Financial Companies LLLP | 1,390 | $55.4K | 0.00% | −19−1.3% | Reduced |
| Colonial Trust Co | 1,388 | $57.3K | 0.01% | −1,190−46.2% | Reduced |
| Oakworth Capital, Inc. | 1,431 | $59.1K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 1,473 | $60.8K | 0.02% | −3,295−69.1% | Reduced |
| VSM Wealth Advisory, LLC | 1,488 | $61.4K | 0.02% | −222−13.0% | Reduced |
| HM Payson & Co | 1,500 | $61.9K | 0.00% | −788−34.4% | Reduced |
| Tripletail Wealth Management, LLC | 1,520 | $63.3K | 0.09% | +380+33.3% | Added |
| Geneos Wealth Management Inc. | 1,632 | $67.3K | 0.00% | +1+0.1% | Added |
| Larson Financial Group LLC | 1,789 | $73.8K | 0.00% | +1,428+395.6% | Added |
| Harbour Investments, Inc. | 2,034 | $83.9K | 0.00% | +250+14.0% | Added |
| Private Wealth Asset Management, LLC | 2,040 | $84.2K | 0.01% | 00.0% | Unchanged |
| TIAA Wealth Investment Management LLC | 2,287 | $94.4K | 0.00% | +2,287 | New |
| Centiva Capital, LP | 2,442 | $100.8K | 0.00% | +2,442 | New |
| Nomura Asset Management Co Ltd | 2,570 | $106.1K | 0.00% | +1,050+69.1% | Added |
| Old Point Trust & Financial Services N A | 2,592 | $107.0K | 0.03% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 2,813 | $116.1K | 0.00% | −7,832−73.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,887 | $119.1K | 0.00% | +664+29.9% | Added |
| Newbridge Financial Services Group, Inc. | 2,900 | $119.7K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,101 | $128.0K | 0.00% | −186−5.7% | Reduced |
| Simplex Trading, LLC | 3,142 | $129.7K | 0.00% | +3,142 | New |
| RWM Asset Management, LLC | 3,183 | $131.4K | 0.01% | +3,183 | New |
| SRS Capital Advisors, Inc. | 3,292 | $139.8K | 0.00% | −1,254−27.6% | Reduced |
| International Assets Investment Management, LLC | 3,400 | $140.6K | 0.01% | +3,400 | New |
| Quarry LP | 3,482 | $143.7K | 0.03% | +3,482 | New |
| OP Asset Management Ltd | 3,610 | $149.0K | 0.00% | +3,610 | New |
| Hantz Financial Services, Inc. | 3,648 | $151.0K | 0.00% | +707+24.0% | Added |
| STRS Ohio | 3,662 | $151.1K | 0.00% | −6−0.2% | Reduced |
| IFP Advisors, Inc | 3,711 | $153.2K | 0.00% | +1,007+37.2% | Added |
| Signaturefd, LLC | 3,834 | $158.2K | 0.00% | −1,155−23.2% | Reduced |
| Quent Capital, LLC | 3,838 | $158.4K | 0.01% | −2,156−36.0% | Reduced |
| Creative Financial Designs Inc | 3,915 | $161.6K | 0.01% | +477+13.9% | Added |
| Sterling Capital Management LLC | 4,150 | $171.3K | 0.00% | −2,963−41.7% | Reduced |
| EverSource Wealth Advisors, LLC | 4,462 | $184.1K | 0.01% | +499+12.6% | Added |
| Vestor Capital, LLC | 4,646 | $192.0K | 0.01% | +3,827+467.3% | Added |
| Rockefeller Capital Management L.P. | 4,737 | $195.5K | 0.00% | +480+11.3% | Added |
| Essex Financial Services, Inc. | 4,855 | $200.4K | 0.01% | +182+3.9% | Added |
| Atomi Financial Group, Inc. | 4,883 | $201.5K | 0.01% | −2,207−31.1% | Reduced |
| Banque Pictet & Cie SA | 4,914 | $202.8K | 0.00% | −8,849−64.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 5,039 | $208.0K | 0.01% | +835+19.9% | Added |
| Panagora Asset Management Inc | 5,157 | $212.8K | 0.00% | +55+1.1% | Added |
| Fifth Third Wealth Advisors LLC | 5,161 | $213.0K | 0.01% | −181−3.4% | Reduced |
| Evoke Wealth, LLC | 5,210 | $215.0K | 0.00% | +5,210 | New |
| Carret Asset Management, LLC | 5,220 | $215.4K | 0.02% | +1,785+52.0% | Added |
| Armis Advisers, LLC | 4,067 | $216.9K | 0.02% | +4,067 | New |
| Kingsview Wealth Management, LLC | 5,265 | $217.3K | 0.00% | −108−2.0% | Reduced |
| Transcend Wealth Collective, LLC | 5,355 | $221.0K | 0.02% | +5,355 | New |
| MKT Advisors LLC | 5,275 | $221.8K | 0.07% | 00.0% | Unchanged |
| M.E. Allison & Co., Inc. | 5,400 | $222.9K | 0.15% | 00.0% | Unchanged |
| Shelton Capital Management | 5,447 | $224.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,457 | $225.2K | 0.01% | −2,053−27.3% | Reduced |
| Whitener Capital Management, Inc. | 5,815 | $240.0K | 0.05% | +200+3.6% | Added |
| Truist Financial Corp | 5,820 | $240.2K | 0.00% | −3,444−37.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,859 | $241.8K | 0.00% | +3,337+132.3% | Added |
| Caerus Investment Advisors, LLC | 5,906 | $243.7K | 0.10% | −559−8.6% | Reduced |
| First National Bank of Hutchinson | 5,911 | $243.9K | 0.16% | +5,911 | New |
| First National Bank of Omaha | 6,200 | $245.8K | 0.01% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 6,444 | $246.3K | 0.00% | +6,444 | New |
| PFG Investments, LLC | 5,969 | $246.4K | 0.01% | +7+0.1% | Added |
| Searle & Co. | 6,000 | $247.6K | 0.06% | 00.0% | Unchanged |
| S.E.E.D. Planning Group LLC | 6,000 | $247.6K | 0.07% | +6,000 | New |
| Ethic Inc. | 6,015 | $248.3K | 0.00% | −1,823−23.3% | Reduced |
| Greenleaf Trust | 6,025 | $248.7K | 0.00% | −24−0.4% | Reduced |
| Aspiriant, LLC | 6,073 | $250.6K | 0.01% | −76−1.2% | Reduced |
| Kera Capital Partners, Inc. | 6,076 | $250.8K | 0.03% | +6,076 | New |
| Machina Capital S.A.S. | 6,114 | $252.3K | 0.05% | +6,114 | New |
| Verition Fund Management LLC | 6,172 | $254.7K | 0.00% | −22,143−78.2% | Reduced |
| Delta Investment Management, LLC | 6,184 | $255.2K | 0.05% | +1,700+37.9% | Added |
| Allworth Financial LP | 6,308 | $260.3K | 0.00% | +1,179+23.0% | Added |
| Maple Capital Management, Inc. | 6,316 | $260.7K | 0.02% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 6,350 | $262.1K | 0.01% | +6,350 | New |
| VestGen Advisors, LLC | 5,024 | $263.8K | 0.01% | −11,571−69.7% | Reduced |
| BFSG, LLC | 6,525 | $269.3K | 0.03% | +975+17.6% | Added |
| Vident Advisory, LLC | 6,528 | $269.4K | 0.00% | −116−1.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 6,545 | $270.0K | 0.00% | +438+7.2% | Added |
| Janney Montgomery Scott LLC | 6,589 | $272.0K | 0.00% | +958+17.0% | Added |
| ProShare Advisors LLC | 6,632 | $273.7K | 0.00% | +14+0.2% | Added |
| CIBC Asset Management Inc | 6,649 | $274.4K | 0.00% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 6,732 | $277.8K | 0.01% | +2,155+47.1% | Added |
| Bridgefront Capital, LLC | 6,737 | $278.0K | 0.07% | +667+11.0% | Added |
| Shelton Wealth Management, LLC | 6,797 | $280.5K | 0.12% | −16,281−70.5% | Reduced |
| R Squared Ltd | 6,799 | $280.6K | 0.15% | +1,372+25.3% | Added |
| Blackstone Group Inc. | 6,833 | $282.0K | 0.00% | +6,833 | New |
| Farringdon Capital, Ltd. | 6,919 | $285.5K | 0.06% | +6,919 | New |
| Cooper Financial Group | 6,932 | $286.1K | 0.03% | +62+0.9% | Added |
| Advisory Services Network, LLC | 7,061 | $291.4K | 0.00% | +1,186+20.2% | Added |