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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −10,209−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −8,855−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −8,750−100.0% | Sold out |
| Tectonic Advisors LLC | 0 | $0 | 0.00% | −8,340−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −8,225−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −7,982−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −7,244−100.0% | Sold out |
| Verdad Advisers, LP | 0 | $0 | 0.00% | −7,009−100.0% | Sold out |
| Journey Strategic Wealth LLC | 0 | $0 | 0.00% | −6,939−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −6,690−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −6,258−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −6,039−100.0% | Sold out |
| Baker Ellis Asset Management LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Evolve Private Wealth, LLC | 0 | $0 | 0.00% | −5,793−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −5,549−100.0% | Sold out |
| North Dakota State Investment Board | 0 | $0 | 0.00% | −5,434−100.0% | Sold out |
| Parcion Private Wealth LLC | 0 | $0 | 0.00% | −5,402−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −5,221−100.0% | Sold out |
| Pure Financial Advisors, Inc. | 0 | $0 | 0.00% | −4,929−100.0% | Sold out |
| Insigneo Advisory Services, LLC | 0 | $0 | 0.00% | −4,832−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −4,831−100.0% | Sold out |
| Syon Capital LLC | 0 | $0 | 0.00% | −4,751−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −4,723−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −4,668−100.0% | Sold out |
| Checchi Capital Advisers, LLC | 0 | $0 | 0.00% | −4,631−100.0% | Sold out |
| Colter Lewis Investment Partners LLC | 0 | $0 | 0.00% | −4,532−100.0% | Sold out |
| Sage Capital Management, LLC | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Paradigm Financial Partners, LLC | 0 | $0 | 0.00% | −4,480−100.0% | Sold out |
| A4 Wealth Advisors LLC | 0 | $0 | 0.00% | −4,358−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,339−100.0% | Sold out |
| Storgate, LLC | 0 | $0 | 0.00% | −4,309−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −4,216−100.0% | Sold out |
| Levin Capital Strategies, L.P. | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| QTR Family Wealth, LLC | 0 | $0 | 0.00% | −4,108−100.0% | Sold out |
| Steinberganna Wealth Management | 0 | $0 | 0.00% | −3,925−100.0% | Sold out |
| Creekside Partners | 0 | $0 | 0.00% | −3,910−100.0% | Sold out |
| Connective Capital Management, LLC | 0 | $0 | 0.00% | −3,820−100.0% | Sold out |
| Blankinship & Foster, LLC | 0 | $0 | 0.00% | −3,817−100.0% | Sold out |
| Beese Fulmer Investment Management, Inc. | 0 | $0 | 0.00% | −3,810−100.0% | Sold out |
| Jackson Thornton Asset Management, LLC | 0 | $0 | 0.00% | −3,543−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −3,787−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −3,719−100.0% | Sold out |
| Punch & Associates Investment Management, Inc. | 0 | $0 | 0.00% | −3,685−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −3,655−100.0% | Sold out |
| Seeds Investor LLC | 0 | $0 | 0.00% | −3,426−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −3,349−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −3,337−100.0% | Sold out |
| Motley Fool Asset Management LLC | 0 | $0 | 0.00% | −3,269−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −3,269−100.0% | Sold out |
| Wedmont Private Capital | 0 | $0 | 0.00% | −3,119−100.0% | Sold out |
| Paladin Wealth, LLC | 0 | $0 | 0.00% | −3,241−100.0% | Sold out |
| DV Trading LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| NVWM, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Ramirez Asset Management, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −453−100.0% | Sold out |
| Legacy Bridge, LLC | 0 | $0 | 0.00% | −431−100.0% | Sold out |
| Salomon & Ludwin, LLC | 0 | $0 | 0.00% | −413−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −334−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −285−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −174−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| MidFirst Bank | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| CBIZ Investment Advisory Services, LLC | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Cedar Wealth Management, LLC | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| Bayban | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Financial Network Wealth Advisors LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Optima Capital LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| 1015 Capital Partners, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| Capitolis Liquid Global Markets LLC | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Redmont Wealth Advisors LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Trust Co of Vermont | – | – | – | – | Not filed |
| ORG Partners LLC | – | – | – | – | Not filed |