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 |
|---|---|---|---|---|---|
| Daiwa Securities Group Inc. | 11,942 | $492.8K | 0.00% | +316+2.7% | Added |
| AlphaGrep UK Ltd | 11,896 | $490.9K | 0.14% | +8,606+261.6% | Added |
| Miller Howard Investments Inc | 11,843 | $488.8K | 0.01% | −16,765−58.6% | Reduced |
| HB Wealth Management, LLC | 11,767 | $485.6K | 0.00% | +1,689+16.8% | Added |
| DRW Securities, LLC | 11,651 | $480.8K | 0.03% | +11,651 | New |
| Boothbay Fund Management, LLC | 11,638 | $480.3K | 0.01% | +5,005+75.5% | Added |
| Rothschild Investment LLC | 11,503 | $474.7K | 0.02% | +9,208+401.2% | Added |
| Connable Office Inc | 11,200 | $462.2K | 0.05% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 11,152 | $460.3K | 0.00% | −112,872−91.0% | Reduced |
| Crossmark Global Holdings, Inc. | 11,112 | $458.6K | 0.01% | −391−3.4% | Reduced |
| United Capital Financial Advisers, LLC | 10,936 | $451.3K | 0.00% | +721+7.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 10,233 | $448.1K | 0.00% | +3,496+51.9% | Added |
| Warren Averett Asset Management, LLC | 10,709 | $441.9K | 0.00% | +2,199+25.8% | Added |
| Gateway Investment Advisers LLC | 10,685 | $441.0K | 0.00% | −55,996−84.0% | Reduced |
| Toroso Investments, LLC | 10,443 | $431.0K | 0.00% | −1,417−11.9% | Reduced |
| Sylvest Advisors, LLC | 10,356 | $427.4K | 0.23% | +1,176+12.8% | Added |
| KWMG, LLC | 10,178 | $420.0K | 0.04% | −1,061−9.4% | Reduced |
| Daymark Wealth Partners, LLC | 10,054 | $414.9K | 0.01% | +3,672+57.5% | Added |
| Swiss Life Asset Management Ltd | 10,051 | $414.8K | 0.00% | +2,764+37.9% | 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 |
| Skopos Labs, Inc. | 9,755 | $402.5K | 0.01% | +2,168+28.6% | Added |
| Brown Financial Advisors | 9,723 | $401.3K | 0.15% | +16+0.2% | Added |
| MML Investors Services, LLC | 9,716 | $401.0K | 0.00% | −10,450−51.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,654 | $398.4K | 0.00% | +234+2.5% | Added |
| Farther Finance Advisors, LLC | 9,610 | $397.5K | 0.00% | −4,548−32.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,462 | $390.5K | 0.05% | +30+0.3% | Added |
| Allianz SE | 9,194 | $379.4K | 0.00% | +9,194 | New |
| Vise Technologies, Inc. | 6,084 | $377.0K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 8,990 | $371.0K | 0.00% | −5,833−39.4% | Reduced |
| Meeder Advisory Services, Inc. | 8,947 | $369.2K | 0.02% | +568+6.8% | Added |
| Pinnacle Associates Ltd | 8,881 | $366.5K | 0.00% | −7,297−45.1% | Reduced |
| William Blair Investment Management, LLC | 8,835 | $364.6K | 0.00% | +8,835 | New |
| Western Wealth Management, LLC | 8,667 | $357.7K | 0.01% | +8,667 | New |
| Yelin Lapidot Holdings Management Ltd. | 8,652 | $357.1K | 0.07% | 00.0% | Unchanged |
| M&T Bank Corp | 8,579 | $354.1K | 0.00% | −2,251−20.8% | Reduced |
| Umb Bank N A | 8,361 | $345.1K | 0.00% | −1,096−11.6% | Reduced |
| Teacher Retirement System of Texas | 8,308 | $342.9K | 0.00% | +3,190+62.3% | Added |
| Maryland State Retirement & Pension System | 8,158 | $336.7K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 8,141 | $336.0K | 0.02% | +5,710+234.9% | Added |
| Utah Retirement Systems | 8,093 | $334.0K | 0.00% | −17,174−68.0% | Reduced |
| Arnhold LLC | 8,000 | $330.2K | 0.02% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 7,947 | $328.0K | 0.12% | −40−0.5% | Reduced |
| DekaBank Deutsche Girozentrale | 7,864 | $326.0K | 0.00% | 00.0% | Unchanged |
| Sentinus, LLC | 7,733 | $319.1K | 0.03% | +2,915+60.5% | Added |
| Carnegie Capital Asset Management, LLC | 7,701 | $317.8K | 0.01% | −1,556−16.8% | Reduced |
| Baker Avenue Asset Management, LP | 7,662 | $316.2K | 0.01% | +7,662 | New |
| Lido Advisors, LLC | 7,656 | $316.0K | 0.00% | +7,656 | New |
| Alteri Wealth LLC | 7,576 | $312.7K | 0.10% | +8+0.1% | Added |
| Crewe Advisors LLC | 7,546 | $311.4K | 0.03% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 7,521 | $310.4K | 0.01% | −79−1.0% | Reduced |
| Frec Markets, Inc. | 7,515 | $310.1K | 0.05% | +7,515 | New |
| Boston Trust Walden Corp | 7,500 | $309.5K | 0.00% | 00.0% | Unchanged |
| DnB Asset Management AS | 7,419 | $306.2K | 0.00% | +7,419 | New |
| Copley Financial Group, Inc. | 7,335 | $302.7K | 0.18% | −425−5.5% | Reduced |
| MAI Capital Management | 7,291 | $300.9K | 0.00% | +7,046+2,875.9% | 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 |
| Waddell & Associates, LLC | 7,231 | $298.4K | 0.02% | +1,650+29.6% | Added |
| Stokes Family Office, LLC | 7,171 | $295.9K | 0.03% | +7,171 | New |
| Advisory Services Network, LLC | 7,061 | $291.4K | 0.00% | +1,186+20.2% | Added |
| Cooper Financial Group | 6,932 | $286.1K | 0.03% | +62+0.9% | Added |
| Farringdon Capital, Ltd. | 6,919 | $285.5K | 0.06% | +6,919 | New |
| Blackstone Group Inc. | 6,833 | $282.0K | 0.00% | +6,833 | New |
| R Squared Ltd | 6,799 | $280.6K | 0.15% | +1,372+25.3% | Added |
| Shelton Wealth Management, LLC | 6,797 | $280.5K | 0.12% | −16,281−70.5% | Reduced |
| Bridgefront Capital, LLC | 6,737 | $278.0K | 0.07% | +667+11.0% | Added |
| Hamilton Capital Partners Inc. | 6,732 | $277.8K | 0.01% | +2,155+47.1% | Added |
| CIBC Asset Management Inc | 6,649 | $274.4K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 6,632 | $273.7K | 0.00% | +14+0.2% | Added |
| Janney Montgomery Scott LLC | 6,589 | $272.0K | 0.00% | +958+17.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 6,545 | $270.0K | 0.00% | +438+7.2% | Added |
| Vident Advisory, LLC | 6,528 | $269.4K | 0.00% | −116−1.7% | Reduced |
| BFSG, LLC | 6,525 | $269.3K | 0.03% | +975+17.6% | Added |
| VestGen Advisors, LLC | 5,024 | $263.8K | 0.01% | −11,571−69.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 6,350 | $262.1K | 0.01% | +6,350 | New |
| Maple Capital Management, Inc. | 6,316 | $260.7K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 6,308 | $260.3K | 0.00% | +1,179+23.0% | Added |
| Delta Investment Management, LLC | 6,184 | $255.2K | 0.05% | +1,700+37.9% | Added |
| Verition Fund Management LLC | 6,172 | $254.7K | 0.00% | −22,143−78.2% | Reduced |
| Machina Capital S.A.S. | 6,114 | $252.3K | 0.05% | +6,114 | New |
| Kera Capital Partners, Inc. | 6,076 | $250.8K | 0.03% | +6,076 | New |
| Aspiriant, LLC | 6,073 | $250.6K | 0.01% | −76−1.2% | Reduced |
| Greenleaf Trust | 6,025 | $248.7K | 0.00% | −24−0.4% | Reduced |
| Ethic Inc. | 6,015 | $248.3K | 0.00% | −1,823−23.3% | Reduced |
| 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 |
| PFG Investments, LLC | 5,969 | $246.4K | 0.01% | +7+0.1% | Added |
| Union Bancaire Privee, UBP SA | 6,444 | $246.3K | 0.00% | +6,444 | New |
| First National Bank of Omaha | 6,200 | $245.8K | 0.01% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 5,911 | $243.9K | 0.16% | +5,911 | New |
| Caerus Investment Advisors, LLC | 5,906 | $243.7K | 0.10% | −559−8.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,859 | $241.8K | 0.00% | +3,337+132.3% | Added |
| Truist Financial Corp | 5,820 | $240.2K | 0.00% | −3,444−37.2% | Reduced |
| Whitener Capital Management, Inc. | 5,815 | $240.0K | 0.05% | +200+3.6% | Added |
| Tower Research Capital LLC (TRC) | 5,457 | $225.2K | 0.01% | −2,053−27.3% | Reduced |
| Shelton Capital Management | 5,447 | $224.8K | 0.00% | 00.0% | Unchanged |
| M.E. Allison & Co., Inc. | 5,400 | $222.9K | 0.15% | 00.0% | Unchanged |
| MKT Advisors LLC | 5,275 | $221.8K | 0.07% | 00.0% | Unchanged |