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 |
|---|---|---|---|---|---|
| Transcend Wealth Collective, LLC | 5,355 | $221.0K | 0.02% | +5,355 | New |
| Kingsview Wealth Management, LLC | 5,265 | $217.3K | 0.00% | −108−2.0% | Reduced |
| Armis Advisers, LLC | 4,067 | $216.9K | 0.02% | +4,067 | New |
| Carret Asset Management, LLC | 5,220 | $215.4K | 0.02% | +1,785+52.0% | Added |
| Evoke Wealth, LLC | 5,210 | $215.0K | 0.00% | +5,210 | New |
| Fifth Third Wealth Advisors LLC | 5,161 | $213.0K | 0.01% | −181−3.4% | Reduced |
| Panagora Asset Management Inc | 5,157 | $212.8K | 0.00% | +55+1.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 5,039 | $208.0K | 0.01% | +835+19.9% | Added |
| Banque Pictet & Cie SA | 4,914 | $202.8K | 0.00% | −8,849−64.3% | Reduced |
| Atomi Financial Group, Inc. | 4,883 | $201.5K | 0.01% | −2,207−31.1% | Reduced |
| Essex Financial Services, Inc. | 4,855 | $200.4K | 0.01% | +182+3.9% | Added |
| Rockefeller Capital Management L.P. | 4,737 | $195.5K | 0.00% | +480+11.3% | Added |
| Vestor Capital, LLC | 4,646 | $192.0K | 0.01% | +3,827+467.3% | Added |
| EverSource Wealth Advisors, LLC | 4,462 | $184.1K | 0.01% | +499+12.6% | Added |
| Sterling Capital Management LLC | 4,150 | $171.3K | 0.00% | −2,963−41.7% | Reduced |
| Creative Financial Designs Inc | 3,915 | $161.6K | 0.01% | +477+13.9% | Added |
| Quent Capital, LLC | 3,838 | $158.4K | 0.01% | −2,156−36.0% | Reduced |
| Signaturefd, LLC | 3,834 | $158.2K | 0.00% | −1,155−23.2% | Reduced |
| IFP Advisors, Inc | 3,711 | $153.2K | 0.00% | +1,007+37.2% | Added |
| STRS Ohio | 3,662 | $151.1K | 0.00% | −6−0.2% | Reduced |
| Hantz Financial Services, Inc. | 3,648 | $151.0K | 0.00% | +707+24.0% | Added |
| OP Asset Management Ltd | 3,610 | $149.0K | 0.00% | +3,610 | New |
| Quarry LP | 3,482 | $143.7K | 0.03% | +3,482 | New |
| International Assets Investment Management, LLC | 3,400 | $140.6K | 0.01% | +3,400 | New |
| SRS Capital Advisors, Inc. | 3,292 | $139.8K | 0.00% | −1,254−27.6% | Reduced |
| RWM Asset Management, LLC | 3,183 | $131.4K | 0.01% | +3,183 | New |
| Simplex Trading, LLC | 3,142 | $129.7K | 0.00% | +3,142 | New |
| Ronald Blue Trust, Inc. | 3,101 | $128.0K | 0.00% | −186−5.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,900 | $119.7K | 0.02% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,887 | $119.1K | 0.00% | +664+29.9% | Added |
| Storebrand Asset Management AS | 2,813 | $116.1K | 0.00% | −7,832−73.6% | Reduced |
| Old Point Trust & Financial Services N A | 2,592 | $107.0K | 0.03% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 2,570 | $106.1K | 0.00% | +1,050+69.1% | Added |
| Centiva Capital, LP | 2,442 | $100.8K | 0.00% | +2,442 | New |
| TIAA Wealth Investment Management LLC | 2,287 | $94.4K | 0.00% | +2,287 | New |
| Private Wealth Asset Management, LLC | 2,040 | $84.2K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,034 | $83.9K | 0.00% | +250+14.0% | Added |
| Larson Financial Group LLC | 1,789 | $73.8K | 0.00% | +1,428+395.6% | Added |
| Geneos Wealth Management Inc. | 1,632 | $67.3K | 0.00% | +1+0.1% | Added |
| Tripletail Wealth Management, LLC | 1,520 | $63.3K | 0.09% | +380+33.3% | Added |
| HM Payson & Co | 1,500 | $61.9K | 0.00% | −788−34.4% | Reduced |
| VSM Wealth Advisory, LLC | 1,488 | $61.4K | 0.02% | −222−13.0% | Reduced |
| Essential Partners LLC | 1,473 | $60.8K | 0.02% | −3,295−69.1% | Reduced |
| Oakworth Capital, Inc. | 1,431 | $59.1K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 1,388 | $57.3K | 0.01% | −1,190−46.2% | Reduced |
| Jones Financial Companies LLLP | 1,390 | $55.4K | 0.00% | −19−1.3% | Reduced |
| True Wealth Design, LLC | 1,336 | $55.1K | 0.02% | +600+81.5% | Added |
| Glen Eagle Advisors, LLC | 1,276 | $52.6K | 0.01% | −176−12.1% | Reduced |
| Albion Financial Group | 1,260 | $52.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,152 | $47.5K | 0.00% | −35−2.9% | Reduced |
| Bessemer Group Inc | 1,031 | $42.0K | 0.00% | +25+2.5% | Added |
| Advisors Preferred, LLC | 1,000 | $41.3K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 932 | $38.5K | 0.00% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 850 | $35.1K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 835 | $34.5K | 0.00% | −1,269−60.3% | Reduced |
| Smartleaf Asset Management LLC | 849 | $33.7K | 0.00% | −481−36.2% | Reduced |
| Basecamp Wealth Advisors LLC | 796 | $32.9K | 0.01% | +692+665.4% | Added |
| High Note Wealth, LLC | 770 | $31.8K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 683 | $28.2K | 0.01% | +321+88.7% | Added |
| Los Angeles Capital Management LLC | 682 | $28.1K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 679 | $28.0K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 554 | $22.9K | 0.03% | +554 | New |
| Chilton Capital Management LLC | 550 | $22.7K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 474 | $19.6K | 0.00% | −659−58.2% | Reduced |
| Parkside Financial Bank & Trust | 469 | $19.4K | 0.00% | −203−30.2% | Reduced |
| Smithfield Trust Co | 439 | $18.0K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 433 | $17.9K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 421 | $17.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 417 | $17.0K | 0.01% | −1,763−80.9% | Reduced |
| Huntington National Bank | 398 | $16.4K | 0.00% | −809−67.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 395 | $16.3K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 377 | $15.6K | 0.00% | −2,875−88.4% | Reduced |
| Wilkerson Advisory Group LLC | 373 | $15.4K | 0.01% | −7,285−95.1% | Reduced |
| Eurizon Capital SGR S.p.A. | 365 | $14.5K | 0.00% | +365 | New |
| Peregrine Capital Management LLC | 340 | $14.0K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 334 | $13.8K | 0.00% | −106−24.1% | Reduced |
| GHP Investment Advisors, Inc. | 328 | $13.5K | 0.00% | +8+2.5% | Added |
| CX Institutional | 308 | $13.0K | 0.00% | +308 | New |
| LRI Investments, LLC | 307 | $12.7K | 0.00% | +126+69.6% | Added |
| First Horizon Corp | 288 | $11.9K | 0.00% | −334−53.7% | Reduced |
| JFS Wealth Advisors, LLC | 254 | $10.5K | 0.00% | +8+3.3% | Added |
| Owl Creek Wealth Partners LLC | 252 | $10.4K | 0.00% | +252 | New |
| Essential Investment Partners LLC | 250 | $10.3K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 240 | $9.90K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 240 | $9.90K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 232 | $9.57K | 0.00% | −1,634−87.6% | Reduced |
| New England Capital Financial Advisors LLC | 206 | $8.50K | 0.00% | +2+1.0% | Added |
| Whittier Trust Co | 201 | $8.44K | 0.00% | −500−71.3% | Reduced |
| Danske Bank A/S | 200 | $8.25K | 0.00% | −1,700−89.5% | Reduced |
| TSFG, LLC | 205 | $8.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 173 | $7.14K | 0.00% | +34+24.5% | Added |
| SBI Securities Co., Ltd. | 172 | $7.10K | 0.00% | +145+537.0% | Added |
| JPL Wealth Management, LLC | 163 | $6.73K | 0.00% | +163 | New |
| Central Trust Co | 160 | $6.60K | 0.00% | −110−40.7% | Reduced |
| Rossby Financial, LCC | 150 | $6.20K | 0.00% | +74+97.4% | Added |
| Keating Financial Advisory Services, Inc. | 150 | $6.19K | 0.00% | −35−18.9% | Reduced |
| Farmers & Merchants Investments Inc | 146 | $6.03K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 139 | $5.74K | 0.00% | −371−72.7% | Reduced |
| Country Trust Bank | 132 | $5.45K | 0.00% | +56+73.7% | Added |
| Activest Wealth Management | 126 | $5.20K | 0.00% | −185−59.5% | Reduced |