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, Q2 2026
Institutional positions in Jefferies Financial Group Inc. as of Jun 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
- Institutional holders
- 590
- +33 vs. Q1 2026
- Shares held
- 137.3M
- −3.42M (−2.4%) vs. Q1 2026
- Total value
- $6.83B
- +$954.6M (+16.2%) vs. Q1 2026
- New holders
- 92
- 196 more added
- Sold out
- 59
- 202 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Jefferies Financial Group Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Moisand Fitzgerald Tamayo, LLC | 433 | $21.6K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 439 | $22.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 464 | $23.2K | 0.00% | −5−1.1% | Reduced |
| CX Institutional | 547 | $27.0K | 0.00% | +239+77.6% | Added |
| Chilton Capital Management LLC | 550 | $27.5K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 552 | $27.6K | 0.00% | +552 | New |
| Eastern Bank | 679 | $33.9K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 682 | $34.1K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 683 | $34.1K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 727 | $36.3K | 0.00% | +727 | New |
| High Note Wealth, LLC | 770 | $38.5K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 785 | $39.2K | 0.00% | +785 | New |
| Smartleaf Asset Management LLC | 849 | $41.4K | 0.00% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 850 | $42.5K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 865 | $43.2K | 0.00% | +391+82.5% | Added |
| Basecamp Wealth Advisors LLC | 878 | $43.9K | 0.01% | +82+10.3% | Added |
| Assetmark, Inc | 915 | $45.7K | 0.00% | +538+142.7% | Added |
| GAMMA Investing LLC | 918 | $45.9K | 0.00% | +83+9.9% | Added |
| Versant Capital Management, Inc | 928 | $46.4K | 0.00% | +696+300.0% | Added |
| Washington Trust Advisors, Inc. | 932 | $46.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,167 | $58.0K | 0.03% | +750+179.9% | Added |
| Walleye Capital LLC | 1,219 | $60.9K | 0.00% | −123,507−99.0% | Reduced |
| Albion Financial Group | 1,260 | $63.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,277 | $63.8K | 0.01% | +1+0.1% | Added |
| Nomura Asset Management Co Ltd | 1,300 | $65.0K | 0.00% | −1,270−49.4% | Reduced |
| HM Payson & Co | 1,300 | $65.0K | 0.00% | −200−13.3% | Reduced |
| Colonial Trust Co | 1,388 | $69.4K | 0.01% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 1,471 | $73.3K | 0.01% | +1,471 | New |
| Oakworth Capital, Inc. | 1,431 | $73.4K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 1,488 | $74.4K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,498 | $75.0K | 0.00% | +467+45.3% | Added |
| Strategic Wealth Partners, Ltd. | 1,559 | $77.9K | 0.00% | −17,981−92.0% | Reduced |
| Geneos Wealth Management Inc. | 1,633 | $81.6K | 0.00% | +1+0.1% | Added |
| Twin Tree Management, LP | 1,744 | $87.2K | 0.01% | +1,744 | New |
| Private Wealth Asset Management, LLC | 2,040 | $102.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,051 | $102.5K | 0.00% | +17+0.8% | Added |
| Institute for Wealth Management, LLC. | 2,119 | $105.9K | 0.01% | +2,119 | New |
| Larson Financial Group LLC | 2,144 | $107.2K | 0.00% | +355+19.8% | Added |
| True Wealth Design, LLC | 2,158 | $107.9K | 0.03% | +822+61.5% | Added |
| TIAA Wealth Investment Management LLC | 2,287 | $114.3K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,391 | $119.5K | 0.00% | −496−17.2% | Reduced |
| Old Point Trust & Financial Services N A | 2,592 | $129.5K | 0.04% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,699 | $134.9K | 0.01% | −5,442−66.8% | Reduced |
| Storebrand Asset Management AS | 2,813 | $140.6K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 2,869 | $143.4K | 0.00% | +2,869 | New |
| Newbridge Financial Services Group, Inc. | 2,900 | $144.9K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,069 | $153.4K | 0.00% | −32−1.0% | Reduced |
| STRS Ohio | 3,196 | $159.7K | 0.00% | −466−12.7% | Reduced |
| Signaturefd, LLC | 3,201 | $160.0K | 0.00% | −633−16.5% | Reduced |
| Jones Financial Companies LLLP | 3,484 | $171.1K | 0.00% | +2,094+150.6% | Added |
| Monetary Management Group Inc | 3,500 | $174.9K | 0.04% | +3,500 | New |
| Soltis Investment Advisors LLC | 4,016 | $200.7K | 0.01% | +4,016 | New |
| Mainsail Asset Management, LLC | 3,742 | $205.3K | 0.08% | +3,742 | New |
| Wedmont Private Capital | 3,942 | $205.3K | 0.01% | +3,942 | New |
| Capstone Wealth Management, LLC | 4,182 | $209.0K | 0.10% | +4,182 | New |
| Sanders Morris Harris LLC | 4,200 | $209.9K | 0.12% | +4,200 | New |
| MML Investors Services, LLC | 4,282 | $214.0K | 0.00% | −5,434−55.9% | Reduced |
| Everence Capital Management Inc | 4,311 | $215.0K | 0.01% | +4,311 | New |
| DV Trading LLC | 4,304 | $215.1K | 0.02% | +4,304 | New |
| Concurrent Investment Advisors, LLC | 4,341 | $217.0K | 0.00% | +4,341 | New |
| Quent Capital, LLC | 4,361 | $218.0K | 0.01% | +523+13.6% | Added |
| Proficio Capital Partners LLC | 4,453 | $222.6K | 0.01% | +4,453 | New |
| Steinberganna Wealth Management | 4,475 | $223.7K | 0.09% | +4,475 | New |
| Paradigm Financial Partners, LLC | 4,480 | $223.9K | 0.02% | +4,480 | New |
| Inscription Capital, LLC | 4,483 | $224.1K | 0.02% | +4,483 | New |
| Essex Financial Services, Inc. | 4,502 | $225.0K | 0.01% | −353−7.3% | Reduced |
| North Dakota State Investment Board | 4,553 | $227.6K | 0.01% | +4,553 | New |
| Colter Lewis Investment Partners LLC | 4,556 | $227.7K | 0.10% | +4,556 | New |
| Sterling Capital Management LLC | 4,561 | $228.0K | 0.00% | +411+9.9% | Added |
| Essential Partners LLC | 4,569 | $228.4K | 0.11% | +3,096+210.2% | Added |
| Sage Capital Management, LLC | 4,571 | $228.5K | 0.09% | +4,571 | New |
| Kera Capital Partners, Inc. | 4,616 | $230.7K | 0.02% | −1,460−24.0% | Reduced |
| IFP Advisors, Inc | 4,646 | $232.2K | 0.00% | +935+25.2% | Added |
| Copley Financial Group, Inc. | 4,650 | $232.4K | 0.14% | −2,685−36.6% | Reduced |
| Toroso Investments, LLC | 4,654 | $232.6K | 0.00% | −5,789−55.4% | Reduced |
| Pure Financial Advisors, Inc. | 4,674 | $233.6K | 0.00% | +4,674 | New |
| Checchi Capital Advisers, LLC | 4,785 | $239.2K | 0.02% | +4,785 | New |
| Truist Financial Corp | 4,786 | $239.2K | 0.00% | −1,034−17.8% | Reduced |
| MBM Wealth Consultants, LLC | 4,851 | $242.5K | 0.05% | −27,502−85.0% | Reduced |
| QTR Family Wealth, LLC | 4,854 | $242.6K | 0.08% | +4,854 | New |
| Family Wealth Partners, LLC | 4,888 | $244.3K | 0.07% | +4,888 | New |
| Creative Financial Designs Inc | 4,984 | $249.1K | 0.01% | +1,069+27.3% | Added |
| Graham Capital Management, L.P. | 4,989 | $249.3K | 0.01% | +4,989 | New |
| Mitsubishi UFJ Trust & Banking Corp | 5,003 | $250.1K | 0.00% | −42,805−89.5% | Reduced |
| Armis Advisers, LLC | 4,622 | $253.5K | 0.02% | +555+13.6% | Added |
| RMB Capital Management, LLC | 5,108 | $255.3K | 0.00% | +5,108 | New |
| Facet Wealth, Inc. | 5,113 | $255.5K | 0.00% | +5,113 | New |
| Riversedge Advisors, LLC | 5,141 | $256.9K | 0.03% | +5,141 | New |
| Fifth Third Wealth Advisors LLC | 5,237 | $261.7K | 0.01% | +76+1.5% | Added |
| Atomi Financial Group, Inc. | 5,252 | $262.5K | 0.01% | +369+7.6% | Added |
| Advisory Services Network, LLC | 5,294 | $264.6K | 0.00% | −1,767−25.0% | Reduced |
| Americana Partners, LLC | 5,309 | $265.3K | 0.01% | +5,309 | New |
| Carret Asset Management, LLC | 5,340 | $266.9K | 0.02% | +120+2.3% | Added |
| VestGen Advisors, LLC | 5,361 | $267.9K | 0.01% | +337+6.7% | Added |
| Vident Advisory, LLC | 5,400 | $269.9K | 0.00% | −1,128−17.3% | Reduced |
| M.E. Allison & Co., Inc. | 5,400 | $269.9K | 0.16% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 5,434 | $271.6K | 0.00% | +5,434 | New |
| Ritholtz Wealth Management | 5,444 | $272.1K | 0.00% | +5,444 | New |
| Shelton Capital Management | 5,447 | $272.2K | 0.01% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 5,455 | $272.6K | 0.01% | −1,277−19.0% | Reduced |