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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, 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
Q1 2021: 451 institutionsQ2 2021: 433 institutionsQ3 2021: 474 institutionsQ4 2021: 505 institutionsQ1 2022: 473 institutionsQ2 2022: 428 institutionsQ3 2022: 423 institutionsQ4 2022: 471 institutionsQ1 2023: 464 institutionsQ2 2023: 429 institutionsQ3 2023: 439 institutionsQ4 2023: 475 institutionsQ1 2024: 480 institutionsQ2 2024: 493 institutionsQ3 2024: 534 institutionsQ4 2024: 584 institutionsQ1 2025: 564 institutionsQ2 2025: 557 institutionsQ3 2025: 570 institutionsQ4 2025: 597 institutionsQ1 2026: 561 institutionsQ2 2026: 590 institutions
Value held
Q1 2021: $5.16BQ2 2021: $5.85BQ3 2021: $6.34BQ4 2021: $6.48BQ1 2022: $5.46BQ2 2022: $4.35BQ3 2022: $4.51BQ4 2022: $5.20BQ1 2023: $4.69BQ2 2023: $4.50BQ3 2023: $4.80BQ4 2023: $5.22BQ1 2024: $5.74BQ2 2024: $6.76BQ3 2024: $8.94BQ4 2024: $12.0BQ1 2025: $7.64BQ2 2025: $7.89BQ3 2025: $9.44BQ4 2025: $9.16BQ1 2026: $5.89BQ2 2026: $6.83B
Institutions holding JEF and their total value by quarter
QuarterHoldersValue
Q2 2026590$6.83B
Q1 2026561$5.89B
Q4 2025597$9.16B
Q3 2025570$9.44B
Q2 2025557$7.89B
Q1 2025564$7.64B
Q4 2024584$12.0B
Q3 2024534$8.94B
Q2 2024493$6.76B
Q1 2024480$5.74B
Q4 2023475$5.22B
Q3 2023439$4.80B
Q2 2023429$4.50B
Q1 2023464$4.69B
Q4 2022471$5.20B
Q3 2022423$4.51B
Q2 2022428$4.35B
Q1 2022473$5.46B
Q4 2021505$6.48B
Q3 2021474$6.34B
Q2 2021433$5.85B
Q1 2021451$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
InstitutionSharesValue% of portfolioChange in sharesAction
Pallas Capital Advisors LLC––––Not filed
Public Employees Retirement Association of Colorado––––Not filed
Federated Hermes, Inc.––––Not filed
Federation des caisses Desjardins du Quebec––––Not filed
Silvercrest Asset Management Group LLC––––Not filed
Evercore Wealth Management, LLC––––Not filed
Ofi Invest Asset Management––––Not filed
Fisher Asset Management, LLC––––Not filed
Aster Capital Management (DIFC) Ltd––––Not filed
Allworth Financial LP––––Not filed
Susquehanna Portfolio Strategies, LLC––––Not filed
Evelyn Partners Group Ltd––––Not filed
Crossmark Global Holdings, Inc.––––Not filed
Delta Investment Management, LLC––––Not filed
Connable Office Inc––––Not filed
United Capital Financial Advisers, LLC––––Not filed
Vontobel Holding Ltd.––––Not filed
Baker Avenue Asset Management, LP––––Not filed
Sylvest Advisors, LLC––––Not filed
Pitcairn Wealth Advisors LLC––––Not filed
Citizens Financial Group Inc––––Not filed
Diversified Trust Co––––Not filed
Daymark Wealth Partners, LLC––––Not filed
Miller Howard Investments Inc––––Not filed
Lynx Capital Group Ltd––––Not filed
Parsons Capital Management Inc––––Not filed
Transcend Wealth Collective, LLC––––Not filed
KWMG, LLC––––Not filed
Swiss Life Asset Management Ltd––––Not filed
Parallel Advisors, LLC––––Not filed
Brown Financial Advisors––––Not filed
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors––––Not filed
Umb Bank N A––––Not filed
Kestra Advisory Services, LLC––––Not filed
Equitable Trust Co––––Not filed
Coldstream Capital Management Inc––––Not filed
William Blair Investment Management, LLC––––Not filed
Brevan Howard Capital Management LP––––Not filed
Yelin Lapidot Holdings Management Ltd.––––Not filed
Bayesian Capital Management, LP––––Not filed
Western Wealth Management, LLC––––Not filed
Mission Wealth Management, LP––––Not filed
Farther Finance Advisors, LLC––––Not filed
Landscape Capital Management, L.L.C.––––Not filed
Maryland State Retirement & Pension System––––Not filed
Utah Retirement Systems––––Not filed
Arnhold LLC––––Not filed
Carmel Capital Partners, LLC––––Not filed
Allspring Global Investments Holdings, LLC––––Not filed
Sanctuary Advisors, LLC––––Not filed
Northwestern Mutual Wealth Management Co––––Not filed
Alteri Wealth LLC––––Not filed
Frec Markets, Inc.––––Not filed
Crewe Advisors LLC––––Not filed
Boston Trust Walden Corp––––Not filed
DnB Asset Management AS––––Not filed
Pinnacle Associates Ltd––––Not filed
Meeder Advisory Services, Inc.––––Not filed
West Family Investments, Inc.––––Not filed
Jackson Thornton Asset Management, LLC––––Not filed
Carnegie Capital Asset Management, LLC––––Not filed
Virtu Financial LLC––––Not filed
Stokes Family Office, LLC––––Not filed
Perpetual Ltd––––Not filed
Caerus Investment Advisors, LLC––––Not filed
Cooper Financial Group––––Not filed
Hantz Financial Services, Inc.––––Not filed
Hennion & Walsh Asset Management, Inc.––––Not filed
Parcion Private Wealth LLC––––Not filed
Sentinus, LLC––––Not filed
Janney Montgomery Scott LLC––––Not filed
AlphaGrep UK Ltd––––Not filed
Sivia Capital Partners, LLC––––Not filed
Levin Capital Strategies, L.P.––––Not filed
EverSource Wealth Advisors, LLC––––Not filed
ProShare Advisors LLC––––Not filed
DekaBank Deutsche Girozentrale––––Not filed
Greenleaf Trust––––Not filed
BFSG, LLC––––Not filed
CIBC Asset Management Inc––––Not filed
Maple Capital Management, Inc.––––Not filed
Panagora Asset Management Inc––––Not filed
Beacon Investment Advisory Services, Inc.––––Not filed
Magnetar Financial LLC––––Not filed
First National Bank of Omaha––––Not filed
Evergreen Capital Management LLC––––Not filed
Searle & Co.––––Not filed
First National Bank of Hutchinson––––Not filed
Savant Capital, LLC––––Not filed
Rockefeller Capital Management L.P.––––Not filed
PFG Investments, LLC––––Not filed
Whitener Capital Management, Inc.––––Not filed
Ethic Inc.––––Not filed
MKT Advisors LLC––––Not filed
Union Bancaire Privee, UBP SA––––Not filed
Steward Partners Investment Advisory, LLC––––Not filed
Hamilton Capital Partners Inc.––––Not filed
Shelton Capital Management––––Not filed
Ritholtz Wealth Management––––Not filed
Apollon Wealth Management, LLC––––Not filed