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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 39,713 | $1.64M | 0.00% | +2,709+7.3% | Added |
| Safeguard Investment Advisory Group, LLC | 39,437 | $1.63M | 0.45% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 39,071 | $1.61M | 0.00% | −6,590−14.4% | Reduced |
| GWM Advisors LLC | 38,678 | $1.60M | 0.01% | +2,331+6.4% | Added |
| Alessandra Capital Management, LLC | 38,123 | $1.57M | 1.34% | −26,837−41.3% | Reduced |
| Vanguard Investments Australia, Ltd. | 37,892 | $1.56M | 0.00% | +37,892 | New |
| Wittenberg Investment Management, Inc. | 37,074 | $1.53M | 0.57% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 37,044 | $1.53M | 0.02% | +122+0.3% | Added |
| Moors & Cabot, Inc. | 36,550 | $1.51M | 0.06% | +6,150+20.2% | Added |
| Empowered Funds, LLC | 36,498 | $1.51M | 0.01% | +32,481+808.6% | Added |
| Intrepid Capital Management Inc | 36,012 | $1.49M | 0.57% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 35,848 | $1.48M | 0.01% | +12,000+50.3% | Added |
| EntryPoint Capital, LLC | 35,411 | $1.46M | 0.43% | +21,770+159.6% | Added |
| KLP Kapitalforvaltning AS | 34,400 | $1.42M | 0.01% | +1,300+3.9% | Added |
| Oregon Public Employees Retirement Fund | 33,891 | $1.40M | 0.02% | +1,104+3.4% | Added |
| Stifel Financial Corp | 33,328 | $1.38M | 0.00% | −25,825−43.7% | Reduced |
| New Mexico Educational Retirement Board | 33,119 | $1.37M | 0.04% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 32,353 | $1.34M | 0.31% | +5,603+20.9% | Added |
| Brevan Howard Capital Management LP | 32,329 | $1.33M | 0.01% | −53,179−62.2% | Reduced |
| Virginia Retirement Systems Et Al | 31,850 | $1.31M | 0.01% | −5,900−15.6% | Reduced |
| Intrinsic Value Partners, LLC | 31,781 | $1.31M | 1.01% | +2,910+10.1% | Added |
| Segall Bryant & Hamill, LLC | 29,064 | $1.20M | 0.02% | −4,000−12.1% | Reduced |
| Wellington Shields Capital Management, LLC | 28,900 | $1.19M | 0.18% | 00.0% | Unchanged |
| Endure Capital Management, LLC | 28,828 | $1.19M | 0.83% | +28,828 | New |
| SummitTX Capital, L.P. | 28,767 | $1.19M | 0.04% | +28,767 | New |
| Vinva Investment Management Ltd | 19,971 | $1.15M | 0.01% | +19,971 | New |
| Citadel Investment Advisory, Inc. | 18,480 | $1.15M | 0.55% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 27,274 | $1.13M | 0.00% | −22,125−44.8% | Reduced |
| Buckingham Strategic Partners | 26,856 | $1.11M | 0.01% | +9,780+57.3% | Added |
| Winton Group Ltd | 26,703 | $1.10M | 0.04% | +18,603+229.7% | Added |
| Quantbot Technologies LP | 26,477 | $1.09M | 0.04% | −20,004−43.0% | Reduced |
| Numerai GP LLC | 26,047 | $1.07M | 0.11% | +26,047 | New |
| Round Hill Asset Management | 25,908 | $1.07M | 0.70% | +25,908 | New |
| Whittier Trust Co of Nevada Inc | 25,315 | $1.06M | 0.02% | +19,787+357.9% | Added |
| Modera Wealth Management, LLC | 25,685 | $1.06M | 0.01% | −592−2.3% | Reduced |
| US Bancorp | 25,667 | $1.06M | 0.00% | −2,915−10.2% | Reduced |
| Magnetar Financial LLC | 25,633 | $1.06M | 0.01% | +5,706+28.6% | Added |
| Pathstone Holdings, LLC | 24,918 | $1.04M | 0.00% | −3,124−11.1% | Reduced |
| Prescott Group Capital Management, L.L.C. | 25,000 | $1.03M | 0.10% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 24,959 | $1.03M | 0.00% | +2,314+10.2% | Added |
| Cresset Asset Management, LLC | 24,929 | $1.03M | 0.00% | −40.0% | Reduced |
| Natixis | 24,753 | $1.02M | 0.00% | +24,753 | New |
| Diversified Trust Co | 24,391 | $1.01M | 0.02% | +24,391 | New |
| Mattson Financial Services, LLC | 24,225 | $999.8K | 0.24% | +75+0.3% | Added |
| Xponance, Inc. | 24,109 | $995.0K | 0.01% | +4,079+20.4% | Added |
| Integrated Wealth Concepts LLC | 22,389 | $924.0K | 0.01% | +13,541+153.0% | Added |
| Park Avenue Securities LLC | 22,348 | $922.0K | 0.01% | −1,657−6.9% | Reduced |
| NBC Securities, Inc. | 21,915 | $904.5K | 0.07% | −20.0% | Reduced |
| Neuberger Berman Group LLC | 21,829 | $900.9K | 0.00% | −4,970−18.5% | Reduced |
| Counterpoint Mutual Funds LLC | 21,734 | $897.0K | 0.13% | +21,734 | New |
| Summit Financial, LLC | 21,515 | $887.9K | 0.01% | −596−2.7% | Reduced |
| Brighton Jones LLC | 21,448 | $885.1K | 0.02% | +21,448 | New |
| Gotham Asset Management, LLC | 21,381 | $882.4K | 0.00% | −98−0.5% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 20,832 | $859.7K | 0.00% | +20,832 | New |
| SG Americas Securities, LLC | 20,552 | $848.0K | 0.00% | −290,867−93.4% | Reduced |
| Commonwealth Equity Services, LLC | 20,515 | $846.7K | 0.00% | −20,630−50.1% | Reduced |
| Elo Mutual Pension Insurance Co | 20,462 | $844.5K | 0.01% | +20,462 | New |
| NorthCrest Asset Manangement, LLC | 20,096 | $837.4K | 0.03% | −7,182−26.3% | Reduced |
| New York Life Investment Management LLC | 20,270 | $836.5K | 0.01% | +5,476+37.0% | Added |
| O'Shaughnessy Asset Management, LLC | 20,168 | $832.3K | 0.00% | −7,030−25.8% | Reduced |
| JustInvest LLC | 20,125 | $830.6K | 0.01% | −2,326−10.4% | Reduced |
| Bank of Montreal | 19,997 | $825.3K | 0.00% | +1,219+6.5% | Added |
| Joel Isaacson & Co., LLC | 19,878 | $820.4K | 0.03% | +42+0.2% | Added |
| Strategic Wealth Partners, Ltd. | 19,540 | $806.4K | 0.06% | −260,269−93.0% | Reduced |
| Pacer Advisors, Inc. | 19,504 | $805.0K | 0.00% | −231−1.2% | Reduced |
| Clearstead Advisors, LLC | 19,421 | $801.5K | 0.01% | −352−1.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 18,957 | $782.4K | 0.03% | −154,639−89.1% | Reduced |
| Capstone Investment Advisors, LLC | 18,863 | $778.5K | 0.01% | +18,863 | New |
| Blair William & Co | 18,301 | $755.3K | 0.00% | +1,062+6.2% | Added |
| Summit Trail Advisors, LLC | 18,179 | $750.3K | 0.01% | −4,230−18.9% | Reduced |
| nVerses Capital, LLC | 18,158 | $749.4K | 0.68% | +18,158 | New |
| Evelyn Partners Investment Management LLP | 17,596 | $726.2K | 0.02% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 17,040 | $703.2K | 0.01% | +568+3.4% | Added |
| Vontobel Holding Ltd. | 16,625 | $686.1K | 0.00% | +16,625 | New |
| Parallel Advisors, LLC | 16,522 | $681.9K | 0.01% | −8,096−32.9% | Reduced |
| State of Alaska, Department of Revenue | 16,493 | $680.0K | 0.01% | 00.0% | Unchanged |
| Allstate Corp | 15,896 | $656.0K | 0.01% | +15,896 | New |
| Pitcairn Wealth Advisors LLC | 10,499 | $650.6K | 0.06% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 15,333 | $632.8K | 0.01% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 13,455 | $632.5K | 0.01% | +5,421+67.5% | Added |
| Ossiam | 15,259 | $629.7K | 0.01% | +15,259 | New |
| Harbor Advisors LLC | 15,000 | $619.0K | 0.09% | 00.0% | Unchanged |
| Bull Harbor Capital LLC | 14,911 | $615.4K | 0.16% | +14,911 | New |
| Fisher Asset Management, LLC | 14,807 | $611.1K | 0.00% | −2,100,509−99.3% | Reduced |
| Equitable Trust Co | 14,710 | $607.1K | 0.03% | +4,345+41.9% | Added |
| Ofi Invest Asset Management | 16,786 | $601.2K | 0.01% | +830+5.2% | Added |
| Centennial Bank | 14,534 | $599.8K | 0.22% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 14,411 | $594.7K | 0.07% | +44+0.3% | Added |
| Quadrant Capital Group LLC | 14,332 | $591.5K | 0.02% | −1,882−11.6% | Reduced |
| Laurion Capital Management LP | 14,180 | $585.2K | 0.05% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 14,094 | $581.7K | 0.01% | +84+0.6% | Added |
| Voleon Capital Management LP | 13,990 | $577.4K | 0.01% | −2,627−15.8% | Reduced |
| Polymer Capital Management (US) LLC | 13,756 | $567.7K | 0.08% | +13,756 | New |
| Natixis Advisors, L.P. | 13,577 | $560.0K | 0.00% | −15,501−53.3% | Reduced |
| National Bank of Canada | 13,101 | $540.7K | 0.00% | −40−0.3% | Reduced |
| Silvercrest Asset Management Group LLC | 13,006 | $536.8K | 0.00% | −40.0% | Reduced |
| Public Employees Retirement Association of Colorado | 12,896 | $532.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 12,543 | $518.8K | 0.00% | −7,140,295−99.8% | Reduced |
| Securian Asset Management, Inc | 12,188 | $503.0K | 0.02% | +162+1.3% | Added |
| Evercore Wealth Management, LLC | 11,963 | $493.7K | 0.01% | 00.0% | Unchanged |