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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
CVA Family Office, LLC––––Not filed
Peregrine Capital Management LLC––––Not filed
GHP Investment Advisors, Inc.––––Not filed
LRI Investments, LLC––––Not filed
First Horizon Corp––––Not filed
Wilkerson Advisory Group LLC––––Not filed
JFS Wealth Advisors, LLC––––Not filed
Owl Creek Wealth Partners LLC––––Not filed
Essential Investment Partners LLC––––Not filed
North Star Investment Management Corp.––––Not filed
Whittier Trust Co––––Not filed
Keating Financial Advisory Services, Inc.––––Not filed
New England Capital Financial Advisors LLC––––Not filed
TSFG, LLC––––Not filed
Danske Bank A/S––––Not filed
JCIC Asset Management Inc.––––Not filed
ZRC Wealth Management, LLC––––Not filed
Fortitude Family Office, LLC––––Not filed
JPL Wealth Management, LLC––––Not filed
Rossby Financial, LCC––––Not filed
Vanguard National Trust Co––––Not filed
SBI Securities Co., Ltd.––––Not filed
Farmers & Merchants Investments Inc––––Not filed
Central Trust Co––––Not filed
Country Trust Bank––––Not filed
Activest Wealth Management––––Not filed
Compass Financial Management LLC––––Not filed
Silver Grove Financial Group, Inc.––––Not filed
Bruce G. Allen Investments, LLC––––Not filed
Daiwa Securities Group Inc.––––Not filed
Private Trust Co NA––––Not filed
Buck Wealth Strategies, LLC––––Not filed
Rialto Wealth Management, LLC––––Not filed
Manchester Capital Management LLC––––Not filed
Marquette Asset Management, LLC––––Not filed
Cornerstone Planning Group LLC––––Not filed
TD Private Client Wealth LLC––––Not filed
Creative Capital Management Investments LLC––––Not filed
WealthCollab, LLC––––Not filed
Webster Bank, N. A.––––Not filed
Mather Group, LLC.––––Not filed
Armstrong Advisory Group, Inc––––Not filed
Bay Harbor Wealth Management, LLC––––Not filed
Caitlin John, LLC––––Not filed
Sachetta, LLC––––Not filed
DiNuzzo Private Wealth, Inc.––––Not filed
Capital Advisors, Ltd. LLC––––Not filed
Hollencrest Capital Management––––Not filed
Cromwell Holdings LLC––––Not filed
Brown Brothers Harriman & Co––––Not filed
Quarry LP––––Not filed
Signature Equity Partners, LLC––––Not filed
Dunhill Financial, LLC––––Not filed
Mosley Wealth Management––––Not filed
South State Corp.––––Not filed
HFM Investment Advisors, LLC––––Not filed
Prestige Wealth Management Group LLC––––Not filed
SHP Wealth Management––––Not filed
Colonial Trust Advisors––––Not filed
Pinnacle Wealth Planning Services, Inc.––––Not filed
N.E.W. Advisory Services LLC––––Not filed
McGuire Capital Advisors Inc––––Not filed
Torren Management, LLC––––Not filed
DecisionPoint Financial, LLC––––Not filed
Bell Investment Advisors, Inc––––Not filed
Bare Financial Services, Inc––––Not filed
Rachor Investment Advisory Services, LLC––––Not filed
Financial Consulate, Inc––––Not filed
Principia Wealth Advisory, LLC––––Not filed
Transamerica Financial Advisors, Inc.––––Not filed
Financial Management Professionals, Inc.––––Not filed
Zions Bancorporation, National Association––––Not filed
Bogart Wealth, LLC––––Not filed
Kilter Group LLC––––Not filed
Horizon Investments, LLC––––Not filed
AdvisorNet Financial, Inc––––Not filed
UMA Financial Services, Inc.––––Not filed
Wolff Wiese Magana LLC––––Not filed
Beaird Harris Wealth Management, LLC––––Not filed
Hughes Financial Services, LLC––––Not filed
Raffa Wealth Management, LLC––––Not filed
Alerus Financial NA––––Not filed
ROSS\JOHNSON & Associates LLC––––Not filed
Medallion Wealth Advisors, LLC––––Not filed
MV Capital Management, Inc.––––Not filed
Maryland Capital Advisors Inc.––––Not filed
Caitong International Asset Management Co., Ltd––––Not filed
American Capital Advisory, LLC––––Not filed
Rakuten Securities, Inc.––––Not filed
Avion Wealth––––Not filed
Navigoe, LLC––––Not filed