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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
M.E. Allison & Co., Inc.––––Not filed
Vident Advisory, LLC––––Not filed
VestGen Advisors, LLC––––Not filed
Carret Asset Management, LLC––––Not filed
Americana Partners, LLC––––Not filed
Advisory Services Network, LLC––––Not filed
Atomi Financial Group, Inc.––––Not filed
Fifth Third Wealth Advisors LLC––––Not filed
Riversedge Advisors, LLC––––Not filed
Facet Wealth, Inc.––––Not filed
RMB Capital Management, LLC––––Not filed
Armis Advisers, LLC––––Not filed
Mitsubishi UFJ Trust & Banking Corp––––Not filed
Graham Capital Management, L.P.––––Not filed
Creative Financial Designs Inc––––Not filed
Family Wealth Partners, LLC––––Not filed
QTR Family Wealth, LLC––––Not filed
MBM Wealth Consultants, LLC––––Not filed
Truist Financial Corp––––Not filed
Checchi Capital Advisers, LLC––––Not filed
Pure Financial Advisors, Inc.––––Not filed
Toroso Investments, LLC––––Not filed
Copley Financial Group, Inc.––––Not filed
IFP Advisors, Inc––––Not filed
Kera Capital Partners, Inc.––––Not filed
Sage Capital Management, LLC––––Not filed
Essential Partners LLC––––Not filed
Sterling Capital Management LLC––––Not filed
Colter Lewis Investment Partners LLC––––Not filed
North Dakota State Investment Board––––Not filed
Essex Financial Services, Inc.––––Not filed
Inscription Capital, LLC––––Not filed
Paradigm Financial Partners, LLC––––Not filed
Steinberganna Wealth Management––––Not filed
Proficio Capital Partners LLC––––Not filed
Quent Capital, LLC––––Not filed
Concurrent Investment Advisors, LLC––––Not filed
DV Trading LLC––––Not filed
Everence Capital Management Inc––––Not filed
MML Investors Services, LLC––––Not filed
Sanders Morris Harris LLC––––Not filed
Capstone Wealth Management, LLC––––Not filed
Wedmont Private Capital––––Not filed
Mainsail Asset Management, LLC––––Not filed
Soltis Investment Advisors LLC––––Not filed
Monetary Management Group Inc––––Not filed
Jones Financial Companies LLLP––––Not filed
Signaturefd, LLC––––Not filed
STRS Ohio––––Not filed
Ronald Blue Trust, Inc.––––Not filed
Newbridge Financial Services Group, Inc.––––Not filed
Walleye Trading LLC––––Not filed
Storebrand Asset Management AS––––Not filed
Leonteq Securities AG––––Not filed
Old Point Trust & Financial Services N A––––Not filed
BNP PARIBAS ASSET MANAGEMENT Holding S.A.––––Not filed
TIAA Wealth Investment Management LLC––––Not filed
True Wealth Design, LLC––––Not filed
Larson Financial Group LLC––––Not filed
Institute for Wealth Management, LLC.––––Not filed
Harbour Investments, Inc.––––Not filed
Private Wealth Asset Management, LLC––––Not filed
Twin Tree Management, LP––––Not filed
Geneos Wealth Management Inc.––––Not filed
Strategic Wealth Partners, Ltd.––––Not filed
Bessemer Group Inc––––Not filed
VSM Wealth Advisory, LLC––––Not filed
Oakworth Capital, Inc.––––Not filed
Action Point Financial Planning, LLC––––Not filed
Colonial Trust Co––––Not filed
HM Payson & Co––––Not filed
Nomura Asset Management Co Ltd––––Not filed
Glen Eagle Advisors, LLC––––Not filed
Albion Financial Group––––Not filed
Walleye Capital LLC––––Not filed
Covestor Ltd––––Not filed
Washington Trust Advisors, Inc.––––Not filed
GAMMA Investing LLC––––Not filed
Assetmark, Inc––––Not filed
Basecamp Wealth Advisors LLC––––Not filed
SJS Investment Consulting Inc.––––Not filed
Purpose Unlimited Inc.––––Not filed
Smartleaf Asset Management LLC––––Not filed
Trust Co of Vermont––––Not filed
High Note Wealth, LLC––––Not filed
Global Retirement Partners, LLC––––Not filed
Deseret Mutual Benefit Administrators––––Not filed
Los Angeles Capital Management LLC––––Not filed
Altshuler Shaham Ltd––––Not filed
Chilton Capital Management LLC––––Not filed
Parkside Financial Bank & Trust––––Not filed
Smithfield Trust Co––––Not filed
Moisand Fitzgerald Tamayo, LLC––––Not filed
Westside Investment Management, Inc.––––Not filed
Huntington National Bank––––Not filed
Wealth Enhancement Trust Services, Inc.––––Not filed
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.––––Not filed
CoreCap Advisors, LLC––––Not filed
Horizon Financial Services, LLC––––Not filed
Eurizon Capital SGR S.p.A.––––Not filed