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 |
|---|---|---|---|---|---|
| Stokes Family Office, LLC | 7,171 | $295.9K | 0.03% | +7,171 | New |
| Waddell & Associates, LLC | 7,231 | $298.4K | 0.02% | +1,650+29.6% | Added |
| Calamos Advisors LLC | 7,284 | $300.6K | 0.00% | +7,284 | New |
| Calamos Wealth Management LLC | 7,284 | $300.6K | 0.01% | +7,284 | New |
| MAI Capital Management | 7,291 | $300.9K | 0.00% | +7,046+2,875.9% | Added |
| Copley Financial Group, Inc. | 7,335 | $302.7K | 0.18% | −425−5.5% | Reduced |
| DnB Asset Management AS | 7,419 | $306.2K | 0.00% | +7,419 | New |
| Boston Trust Walden Corp | 7,500 | $309.5K | 0.00% | 00.0% | Unchanged |
| Frec Markets, Inc. | 7,515 | $310.1K | 0.05% | +7,515 | New |
| Hennion & Walsh Asset Management, Inc. | 7,521 | $310.4K | 0.01% | −79−1.0% | Reduced |
| Crewe Advisors LLC | 7,546 | $311.4K | 0.03% | 00.0% | Unchanged |
| Alteri Wealth LLC | 7,576 | $312.7K | 0.10% | +8+0.1% | Added |
| Lido Advisors, LLC | 7,656 | $316.0K | 0.00% | +7,656 | New |
| Baker Avenue Asset Management, LP | 7,662 | $316.2K | 0.01% | +7,662 | New |
| Carnegie Capital Asset Management, LLC | 7,701 | $317.8K | 0.01% | −1,556−16.8% | Reduced |
| Sentinus, LLC | 7,733 | $319.1K | 0.03% | +2,915+60.5% | Added |
| DekaBank Deutsche Girozentrale | 7,864 | $326.0K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 7,947 | $328.0K | 0.12% | −40−0.5% | Reduced |
| Arnhold LLC | 8,000 | $330.2K | 0.02% | 00.0% | Unchanged |
| Utah Retirement Systems | 8,093 | $334.0K | 0.00% | −17,174−68.0% | Reduced |
| Leonteq Securities AG | 8,141 | $336.0K | 0.02% | +5,710+234.9% | Added |
| Maryland State Retirement & Pension System | 8,158 | $336.7K | 0.01% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 8,308 | $342.9K | 0.00% | +3,190+62.3% | Added |
| Umb Bank N A | 8,361 | $345.1K | 0.00% | −1,096−11.6% | Reduced |
| M&T Bank Corp | 8,579 | $354.1K | 0.00% | −2,251−20.8% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 8,652 | $357.1K | 0.07% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 8,667 | $357.7K | 0.01% | +8,667 | New |
| William Blair Investment Management, LLC | 8,835 | $364.6K | 0.00% | +8,835 | New |
| Pinnacle Associates Ltd | 8,881 | $366.5K | 0.00% | −7,297−45.1% | Reduced |
| Meeder Advisory Services, Inc. | 8,947 | $369.2K | 0.02% | +568+6.8% | Added |
| Coldstream Capital Management Inc | 8,990 | $371.0K | 0.00% | −5,833−39.4% | Reduced |
| Vise Technologies, Inc. | 6,084 | $377.0K | 0.01% | 00.0% | Unchanged |
| Allianz SE | 9,194 | $379.4K | 0.00% | +9,194 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,462 | $390.5K | 0.05% | +30+0.3% | Added |
| Farther Finance Advisors, LLC | 9,610 | $397.5K | 0.00% | −4,548−32.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,654 | $398.4K | 0.00% | +234+2.5% | Added |
| MML Investors Services, LLC | 9,716 | $401.0K | 0.00% | −10,450−51.8% | Reduced |
| Brown Financial Advisors | 9,723 | $401.3K | 0.15% | +16+0.2% | Added |
| Skopos Labs, Inc. | 9,755 | $402.5K | 0.01% | +2,168+28.6% | Added |
| Parsons Capital Management Inc | 10,000 | $412.7K | 0.02% | −10,000−50.0% | Reduced |
| Lynx Capital Group Ltd | 10,000 | $412.7K | 0.19% | 00.0% | Unchanged |
| Shay Capital LLC | 10,000 | $412.7K | 0.06% | +1,000+11.1% | Added |
| Swiss Life Asset Management Ltd | 10,051 | $414.8K | 0.00% | +2,764+37.9% | Added |
| Daymark Wealth Partners, LLC | 10,054 | $414.9K | 0.01% | +3,672+57.5% | Added |
| KWMG, LLC | 10,178 | $420.0K | 0.04% | −1,061−9.4% | Reduced |
| Sylvest Advisors, LLC | 10,356 | $427.4K | 0.23% | +1,176+12.8% | Added |
| Toroso Investments, LLC | 10,443 | $431.0K | 0.00% | −1,417−11.9% | Reduced |
| Gateway Investment Advisers LLC | 10,685 | $441.0K | 0.00% | −55,996−84.0% | Reduced |
| Warren Averett Asset Management, LLC | 10,709 | $441.9K | 0.00% | +2,199+25.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 10,233 | $448.1K | 0.00% | +3,496+51.9% | Added |
| United Capital Financial Advisers, LLC | 10,936 | $451.3K | 0.00% | +721+7.1% | Added |
| Crossmark Global Holdings, Inc. | 11,112 | $458.6K | 0.01% | −391−3.4% | Reduced |
| Envestnet Asset Management Inc | 11,152 | $460.3K | 0.00% | −112,872−91.0% | Reduced |
| Connable Office Inc | 11,200 | $462.2K | 0.05% | 00.0% | Unchanged |
| Rothschild Investment LLC | 11,503 | $474.7K | 0.02% | +9,208+401.2% | Added |
| Boothbay Fund Management, LLC | 11,638 | $480.3K | 0.01% | +5,005+75.5% | Added |
| DRW Securities, LLC | 11,651 | $480.8K | 0.03% | +11,651 | New |
| HB Wealth Management, LLC | 11,767 | $485.6K | 0.00% | +1,689+16.8% | Added |
| Miller Howard Investments Inc | 11,843 | $488.8K | 0.01% | −16,765−58.6% | Reduced |
| AlphaGrep UK Ltd | 11,896 | $490.9K | 0.14% | +8,606+261.6% | Added |
| Daiwa Securities Group Inc. | 11,942 | $492.8K | 0.00% | +316+2.7% | Added |
| Evercore Wealth Management, LLC | 11,963 | $493.7K | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 12,188 | $503.0K | 0.02% | +162+1.3% | Added |
| Allspring Global Investments Holdings, LLC | 12,543 | $518.8K | 0.00% | −7,140,295−99.8% | Reduced |
| Public Employees Retirement Association of Colorado | 12,896 | $532.0K | 0.00% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 13,006 | $536.8K | 0.00% | −40.0% | Reduced |
| National Bank of Canada | 13,101 | $540.7K | 0.00% | −40−0.3% | Reduced |
| Natixis Advisors, L.P. | 13,577 | $560.0K | 0.00% | −15,501−53.3% | Reduced |
| Polymer Capital Management (US) LLC | 13,756 | $567.7K | 0.08% | +13,756 | New |
| Voleon Capital Management LP | 13,990 | $577.4K | 0.01% | −2,627−15.8% | Reduced |
| Ancora Advisors, LLC | 14,094 | $581.7K | 0.01% | +84+0.6% | Added |
| Laurion Capital Management LP | 14,180 | $585.2K | 0.05% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 14,332 | $591.5K | 0.02% | −1,882−11.6% | Reduced |
| Catalyst Financial Partners LLC | 14,411 | $594.7K | 0.07% | +44+0.3% | Added |
| Centennial Bank | 14,534 | $599.8K | 0.22% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 16,786 | $601.2K | 0.01% | +830+5.2% | Added |
| Equitable Trust Co | 14,710 | $607.1K | 0.03% | +4,345+41.9% | Added |
| Fisher Asset Management, LLC | 14,807 | $611.1K | 0.00% | −2,100,509−99.3% | Reduced |
| Bull Harbor Capital LLC | 14,911 | $615.4K | 0.16% | +14,911 | New |
| Harbor Advisors LLC | 15,000 | $619.0K | 0.09% | 00.0% | Unchanged |
| Ossiam | 15,259 | $629.7K | 0.01% | +15,259 | New |
| Chicago Partners Investment Group LLC | 13,455 | $632.5K | 0.01% | +5,421+67.5% | Added |
| Jefferies Financial Group Inc. | 15,333 | $632.8K | 0.01% | 00.0% | Unchanged |
| Pitcairn Wealth Advisors LLC | 10,499 | $650.6K | 0.06% | 00.0% | Unchanged |
| Allstate Corp | 15,896 | $656.0K | 0.01% | +15,896 | New |
| State of Alaska, Department of Revenue | 16,493 | $680.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 16,522 | $681.9K | 0.01% | −8,096−32.9% | Reduced |
| Vontobel Holding Ltd. | 16,625 | $686.1K | 0.00% | +16,625 | New |
| Merit Financial Group, LLC | 17,040 | $703.2K | 0.01% | +568+3.4% | Added |
| Evelyn Partners Investment Management LLP | 17,596 | $726.2K | 0.02% | 00.0% | Unchanged |
| nVerses Capital, LLC | 18,158 | $749.4K | 0.68% | +18,158 | New |
| Summit Trail Advisors, LLC | 18,179 | $750.3K | 0.01% | −4,230−18.9% | Reduced |
| Blair William & Co | 18,301 | $755.3K | 0.00% | +1,062+6.2% | Added |
| Capstone Investment Advisors, LLC | 18,863 | $778.5K | 0.01% | +18,863 | New |
| Beacon Investment Advisory Services, Inc. | 18,957 | $782.4K | 0.03% | −154,639−89.1% | Reduced |
| Clearstead Advisors, LLC | 19,421 | $801.5K | 0.01% | −352−1.8% | Reduced |
| Pacer Advisors, Inc. | 19,504 | $805.0K | 0.00% | −231−1.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 19,540 | $806.4K | 0.06% | −260,269−93.0% | Reduced |
| Joel Isaacson & Co., LLC | 19,878 | $820.4K | 0.03% | +42+0.2% | Added |
| Bank of Montreal | 19,997 | $825.3K | 0.00% | +1,219+6.5% | Added |