Jefferies Financial Group Inc.

JEF

Exchange: NYSE
Industry: Security Brokers, Dealers & Flotation Companies
SEC CIK: 0000096223

SEC filings (opens in a new tab)

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, Q3 2026

Institutional positions in Jefferies Financial Group Inc. as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders: 6; +1 vs. Q2 2026
Shares held: 2.40K; −117 (−4.6%) vs. Q2 2026
Total value: $110.0K; −$15.6K (−12.4%) vs. Q2 2026
New holders: 1; 1 more added
Sold out: 0; 3 more reduced

585 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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.

Institutional holders

Value held

Institutions holding JEF and their total value by quarter
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, Q3 2026

Shares, value and share of portfolio for each institution holding Jefferies Financial Group Inc.; share changes are against Q2 2026.

Institutions holding JEF in Q3 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
GoalVest Advisory LLC	17	$777	0.00%	+17	New
Planning Strategies Inc.	33	$1.51K	0.00%	−2−5.7%	Reduced
Massmutual Trust Co FSB	210	$9.60K	0.00%	−122−36.7%	Reduced
CX Institutional	457	$21.0K	0.00%	−90−16.5%	Reduced
Eastern Bank	679	$31.1K	0.00%	00.0%	Unchanged
Versant Capital Management, Inc	1,008	$46.1K	0.00%	+80+8.6%	Added
BlackRock, Inc.	–	–	–	–	Not filed
AQR Capital Management LLC	–	–	–	–	Not filed
Vanguard Portfolio Management LLC	–	–	–	–	Not filed
Vanguard Capital Management LLC	–	–	–	–	Not filed
Sumitomo Mitsui Financial Group, Inc.	–	–	–	–	Not filed
State Street Corp	–	–	–	–	Not filed
Massachusetts Mutual Life Insurance Co	–	–	–	–	Not filed
Two Sigma Investments, LP	–	–	–	–	Not filed
Geode Capital Management, LLC	–	–	–	–	Not filed
Morgan Stanley	–	–	–	–	Not filed
Dimensional Fund Advisors LP	–	–	–	–	Not filed
D. E. Shaw & Co., Inc.	–	–	–	–	Not filed
Alliancebernstein L.P.	–	–	–	–	Not filed
First Pacific Advisors, LP	–	–	–	–	Not filed
Norges Bank	–	–	–	–	Not filed
Barrow Hanley Mewhinney & Strauss LLC	–	–	–	–	Not filed
Bamco Inc	–	–	–	–	Not filed
JPMorgan Chase & Co	–	–	–	–	Not filed
Barclays PLC	–	–	–	–	Not filed
Freestone Grove Partners LP	–	–	–	–	Not filed
UBS Group AG	–	–	–	–	Not filed
Northern Trust Corp	–	–	–	–	Not filed
Bank of New York Mellon Corp	–	–	–	–	Not filed
Nuveen, LLC	–	–	–	–	Not filed
Goldman Sachs Group Inc	–	–	–	–	Not filed
Charles Schwab Investment Management Inc	–	–	–	–	Not filed
Beck Mack & Oliver LLC	–	–	–	–	Not filed
Assenagon Asset Management S.A.	–	–	–	–	Not filed
Vanguard Fiduciary Trust Co	–	–	–	–	Not filed
Bank of America Corp	–	–	–	–	Not filed
NewEdge Wealth, LLC	–	–	–	–	Not filed
First Trust Advisors LP	–	–	–	–	Not filed
Moerus Capital Management LLC	–	–	–	–	Not filed
Balyasny Asset Management LLC	–	–	–	–	Not filed
Jane Street Group, LLC	–	–	–	–	Not filed
Private Management Group Inc	–	–	–	–	Not filed
Squarepoint Ops LLC	–	–	–	–	Not filed
Capital Fund Management S.A.	–	–	–	–	Not filed
Check Capital Management Inc	–	–	–	–	Not filed
Deutsche Bank AG	–	–	–	–	Not filed
Man Group plc	–	–	–	–	Not filed
Nykredit A/S	–	–	–	–	Not filed
Mraz, Amerine & Associates, Inc.	–	–	–	–	Not filed
Longaeva Partners L.P.	–	–	–	–	Not filed
Hosking Partners LLP	–	–	–	–	Not filed
SEI Investments Co	–	–	–	–	Not filed
Citadel Advisors LLC	–	–	–	–	Not filed
GoodHaven Capital Management, LLC	–	–	–	–	Not filed
Retirement Systems of Alabama	–	–	–	–	Not filed
HRT Financial LP	–	–	–	–	Not filed
Berkshire Hathaway IncSuperinvestorBerkshire Hathaway	–	–	–	–	Not filed
Rhumbline Advisers	–	–	–	–	Not filed
CIBC Bancorp USA Inc.	–	–	–	–	Not filed
Cerity Partners LLC	–	–	–	–	Not filed
Millennium Management LLC	–	–	–	–	Not filed
UBS Asset Management Americas Inc	–	–	–	–	Not filed
Ensign Peak Advisors, Inc	–	–	–	–	Not filed
Quantinno Capital Management LP	–	–	–	–	Not filed
Fideuram Asset Management (Ireland) dac	–	–	–	–	Not filed
Principal Financial Group Inc	–	–	–	–	Not filed
Valueworks LLC	–	–	–	–	Not filed
Invesco Ltd.	–	–	–	–	Not filed
Trexquant Investment LP	–	–	–	–	Not filed
Ameriprise Financial Inc	–	–	–	–	Not filed
Mariner, LLC	–	–	–	–	Not filed
Robotti Robert	–	–	–	–	Not filed
Tudor Investment Corp Et Al	–	–	–	–	Not filed
Gradient Investments LLC	–	–	–	–	Not filed
Swiss National Bank	–	–	–	–	Not filed
Ieq Capital, LLC	–	–	–	–	Not filed
Captrust Financial Advisors	–	–	–	–	Not filed
Algert Global LLC	–	–	–	–	Not filed
Mercer Global Advisors Inc	–	–	–	–	Not filed
Loomis Sayles & Co L P	–	–	–	–	Not filed
Legal & General Group Plc	–	–	–	–	Not filed
Amundi	–	–	–	–	Not filed
State of Wisconsin Investment Board	–	–	–	–	Not filed
Russell Investments Group, Ltd.	–	–	–	–	Not filed
Colony Group, LLC	–	–	–	–	Not filed
Azora Capital LP	–	–	–	–	Not filed
First Manhattan Co	–	–	–	–	Not filed
Susquehanna Fundamental Investments, LLC	–	–	–	–	Not filed
Rock Point Advisors, LLC	–	–	–	–	Not filed
California Public Employees Retirement System	–	–	–	–	Not filed
Jacobs Levy Equity Management, Inc	–	–	–	–	Not filed
Creative Planning	–	–	–	–	Not filed
Sequoia Financial Advisors, LLC	–	–	–	–	Not filed
New York State Teachers Retirement System	–	–	–	–	Not filed
California State Teachers Retirement System	–	–	–	–	Not filed
Acadian Asset Management LLC	–	–	–	–	Not filed
Oppenheimer & Co Inc	–	–	–	–	Not filed
Vestor Capital, LLC	–	–	–	–	Not filed
Price T Rowe Associates Inc	–	–	–	–	Not filed
Susquehanna International Group, LLP	–	–	–	–	Not filed