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
Prana Capital Management, LP	–	–	–	–	Not filed
Merit Financial Group, LLC	–	–	–	–	Not filed
HighTower Advisors, LLC	–	–	–	–	Not filed
Brighton Jones LLC	–	–	–	–	Not filed
New Age Alpha Advisors, LLC	–	–	–	–	Not filed
Bleakley Financial Group, LLC	–	–	–	–	Not filed
Oregon Public Employees Retirement Fund	–	–	–	–	Not filed
US Bancorp	–	–	–	–	Not filed
New Mexico Educational Retirement Board	–	–	–	–	Not filed
Advisor Group Holdings, Inc.	–	–	–	–	Not filed
Rothschild Investment LLC	–	–	–	–	Not filed
Chicago Partners Investment Group LLC	–	–	–	–	Not filed
Verition Fund Management LLC	–	–	–	–	Not filed
Alessandra Capital Management, LLC	–	–	–	–	Not filed
Intrinsic Value Partners, LLC	–	–	–	–	Not filed
Havemeyer Place LP	–	–	–	–	Not filed
Stifel Financial Corp	–	–	–	–	Not filed
Mizuho Markets Americas LLC	–	–	–	–	Not filed
NorthCrest Asset Manangement, LLC	–	–	–	–	Not filed
Neuberger Berman Group LLC	–	–	–	–	Not filed
Gsa Capital Partners LLP	–	–	–	–	Not filed
Endure Capital Management, LLC	–	–	–	–	Not filed
Dark Forest Capital Management LP	–	–	–	–	Not filed
Universal- Beteiligungs- und Servicegesellschaft mbH	–	–	–	–	Not filed
Wellington Shields Capital Management, LLC	–	–	–	–	Not filed
Mattson Financial Services, LLC	–	–	–	–	Not filed
Prudential Financial Inc	–	–	–	–	Not filed
Moors & Cabot, Inc.	–	–	–	–	Not filed
Whittier Trust Co of Nevada Inc	–	–	–	–	Not filed
Buckingham Strategic Partners	–	–	–	–	Not filed
Victory Capital Management Inc	–	–	–	–	Not filed
Virginia Retirement Systems Et Al	–	–	–	–	Not filed
Ossiam	–	–	–	–	Not filed
Round Hill Asset Management	–	–	–	–	Not filed
Rose Capital Advisors LLC	–	–	–	–	Not filed
Pathstone Holdings, LLC	–	–	–	–	Not filed
Prescott Group Capital Management, L.L.C.	–	–	–	–	Not filed
Segall Bryant & Hamill, LLC	–	–	–	–	Not filed
Blair William & Co	–	–	–	–	Not filed
Pacer Advisors, Inc.	–	–	–	–	Not filed
Pictet Asset Management Holding SA	–	–	–	–	Not filed
Cresset Asset Management, LLC	–	–	–	–	Not filed
Modera Wealth Management, LLC	–	–	–	–	Not filed
Mackenzie Financial Corp	–	–	–	–	Not filed
Park Avenue Securities LLC	–	–	–	–	Not filed
NBC Securities, Inc.	–	–	–	–	Not filed
CWM Advisors, LLC	–	–	–	–	Not filed
Summit Financial, LLC	–	–	–	–	Not filed
Summit Trail Advisors, LLC	–	–	–	–	Not filed
New York Life Investment Management LLC	–	–	–	–	Not filed
HB Wealth Management, LLC	–	–	–	–	Not filed
Bridgefront Capital, LLC	–	–	–	–	Not filed
Gotham Asset Management, LLC	–	–	–	–	Not filed
Friedenthal Financial	–	–	–	–	Not filed
Tiaa-Cref Individual & Institutional Services, LLC	–	–	–	–	Not filed
Caption Management, LLC	–	–	–	–	Not filed
JustInvest LLC	–	–	–	–	Not filed
Cambridge Investment Research Advisors, Inc.	–	–	–	–	Not filed
Xponance, Inc.	–	–	–	–	Not filed
Bank of Montreal	–	–	–	–	Not filed
Joel Isaacson & Co., LLC	–	–	–	–	Not filed
Vise Technologies, Inc.	–	–	–	–	Not filed
Bull Harbor Capital LLC	–	–	–	–	Not filed
Integrated Wealth Concepts LLC	–	–	–	–	Not filed
Capitolis Liquid Global Markets LLC	–	–	–	–	Not filed
MAI Capital Management	–	–	–	–	Not filed
Marshall Wace, LLP	–	–	–	–	Not filed
Citadel Investment Advisory, Inc.	–	–	–	–	Not filed
Mirabella Financial Services LLP	–	–	–	–	Not filed
Clearstead Advisors, LLC	–	–	–	–	Not filed
Natixis Advisors, L.P.	–	–	–	–	Not filed
EntryPoint Capital, LLC	–	–	–	–	Not filed
M&T Bank Corp	–	–	–	–	Not filed
Lecap Asset Management Ltd	–	–	–	–	Not filed
Canada Pension Plan Investment Board	–	–	–	–	Not filed
Commonwealth Equity Services, LLC	–	–	–	–	Not filed
Winton Group Ltd	–	–	–	–	Not filed
Tower Research Capital LLC (TRC)	–	–	–	–	Not filed
Krilogy Financial LLC	–	–	–	–	Not filed
State of Alaska, Department of Revenue	–	–	–	–	Not filed
Teacher Retirement System of Texas	–	–	–	–	Not filed
Waddell & Associates, LLC	–	–	–	–	Not filed
Jefferies Financial Group Inc.	–	–	–	–	Not filed
Lido Advisors, LLC	–	–	–	–	Not filed
Allstate Corp	–	–	–	–	Not filed
Harbor Advisors LLC	–	–	–	–	Not filed
O'Shaughnessy Asset Management, LLC	–	–	–	–	Not filed
Envestnet Asset Management Inc	–	–	–	–	Not filed
Laurion Capital Management LP	–	–	–	–	Not filed
Vinva Investment Management Ltd	–	–	–	–	Not filed
Catalyst Financial Partners LLC	–	–	–	–	Not filed
Quadrant Capital Group LLC	–	–	–	–	Not filed
Centennial Bank	–	–	–	–	Not filed
Counterpoint Mutual Funds LLC	–	–	–	–	Not filed
Ancora Advisors, LLC	–	–	–	–	Not filed
Davis Investment Partners, LLC	–	–	–	–	Not filed
National Bank of Canada	–	–	–	–	Not filed
Warren Averett Asset Management, LLC	–	–	–	–	Not filed
Securian Asset Management, Inc	–	–	–	–	Not filed
Wiley Bros.-Aintree Capital, LLC	–	–	–	–	Not filed