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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 5,478 | $273.8K | 0.00% | −381−6.5% | Reduced |
| Union Bancaire Privee, UBP SA | 5,863 | $277.3K | 0.00% | −581−9.0% | Reduced |
| MKT Advisors LLC | 5,275 | $278.6K | 0.09% | 00.0% | Unchanged |
| Ethic Inc. | 5,606 | $280.2K | 0.00% | −409−6.8% | Reduced |
| Whitener Capital Management, Inc. | 5,645 | $282.1K | 0.06% | −170−2.9% | Reduced |
| PFG Investments, LLC | 5,838 | $291.8K | 0.01% | −131−2.2% | Reduced |
| Rockefeller Capital Management L.P. | 5,853 | $292.6K | 0.00% | +1,116+23.6% | Added |
| Savant Capital, LLC | 5,836 | $295.1K | 0.00% | +5,836 | New |
| First National Bank of Hutchinson | 5,911 | $295.4K | 0.16% | 00.0% | Unchanged |
| Searle & Co. | 6,000 | $299.9K | 0.07% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 6,041 | $301.9K | 0.01% | +6,041 | New |
| First National Bank of Omaha | 6,200 | $302.4K | 0.01% | 00.0% | Unchanged |
| Magnetar Financial LLC | 6,085 | $304.1K | 0.00% | −19,548−76.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 6,112 | $305.5K | 0.01% | −12,845−67.8% | Reduced |
| Panagora Asset Management Inc | 6,157 | $307.7K | 0.00% | +1,000+19.4% | Added |
| Maple Capital Management, Inc. | 6,316 | $315.7K | 0.02% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 6,322 | $316.0K | 0.00% | −327−4.9% | Reduced |
| BFSG, LLC | 6,325 | $316.1K | 0.03% | −200−3.1% | Reduced |
| Greenleaf Trust | 6,347 | $317.2K | 0.00% | +322+5.3% | Added |
| DekaBank Deutsche Girozentrale | 7,864 | $319.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 6,452 | $322.5K | 0.00% | −180−2.7% | Reduced |
| EverSource Wealth Advisors, LLC | 6,460 | $322.9K | 0.01% | +1,998+44.8% | Added |
| Levin Capital Strategies, L.P. | 6,500 | $324.9K | 0.02% | +6,500 | New |
| Sivia Capital Partners, LLC | 6,628 | $331.3K | 0.04% | +6,628 | New |
| AlphaGrep UK Ltd | 6,632 | $331.5K | 0.10% | −5,264−44.3% | Reduced |
| Janney Montgomery Scott LLC | 6,654 | $333.0K | 0.00% | +65+1.0% | Added |
| Sentinus, LLC | 6,682 | $334.0K | 0.03% | −1,051−13.6% | Reduced |
| Parcion Private Wealth LLC | 6,704 | $335.1K | 0.02% | +6,704 | New |
| Hennion & Walsh Asset Management, Inc. | 6,872 | $343.5K | 0.01% | −649−8.6% | Reduced |
| Hantz Financial Services, Inc. | 6,968 | $348.0K | 0.00% | +3,320+91.0% | Added |
| Cooper Financial Group | 6,991 | $349.4K | 0.03% | +59+0.9% | Added |
| Caerus Investment Advisors, LLC | 7,006 | $350.2K | 0.12% | +1,100+18.6% | Added |
| Perpetual Ltd | 7,049 | $352.3K | 0.01% | −620,092−98.9% | Reduced |
| Stokes Family Office, LLC | 7,155 | $357.6K | 0.04% | −16−0.2% | Reduced |
| Virtu Financial LLC | 7,201 | $360.0K | 0.01% | +7,201 | New |
| Carnegie Capital Asset Management, LLC | 7,256 | $362.7K | 0.01% | −445−5.8% | Reduced |
| Jackson Thornton Asset Management, LLC | 7,280 | $363.9K | 0.03% | +7,280 | New |
| West Family Investments, Inc. | 7,367 | $368.2K | 0.11% | +7,367 | New |
| Meeder Advisory Services, Inc. | 7,383 | $369.0K | 0.01% | −1,564−17.5% | Reduced |
| Pinnacle Associates Ltd | 7,412 | $370.4K | 0.00% | −1,469−16.5% | Reduced |
| DnB Asset Management AS | 7,419 | $370.8K | 0.00% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 7,500 | $374.9K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 7,546 | $377.1K | 0.03% | 00.0% | Unchanged |
| Frec Markets, Inc. | 7,570 | $378.3K | 0.03% | +55+0.7% | Added |
| Northwestern Mutual Wealth Management Co | 7,579 | $378.8K | 0.00% | −2,075−21.5% | Reduced |
| Alteri Wealth LLC | 7,579 | $378.8K | 0.10% | +30.0% | Added |
| Sanctuary Advisors, LLC | 7,706 | $385.1K | 0.00% | +7,706 | New |
| Allspring Global Investments Holdings, LLC | 7,594 | $389.6K | 0.00% | −4,949−39.5% | Reduced |
| Carmel Capital Partners, LLC | 7,939 | $396.8K | 0.13% | −8−0.1% | Reduced |
| Arnhold LLC | 8,000 | $399.8K | 0.03% | 00.0% | Unchanged |
| Utah Retirement Systems | 8,093 | $404.5K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 8,158 | $407.7K | 0.01% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 8,219 | $410.8K | 0.03% | +8,219 | New |
| Farther Finance Advisors, LLC | 8,304 | $412.0K | 0.00% | −1,306−13.6% | Reduced |
| Mission Wealth Management, LP | 8,334 | $416.5K | 0.01% | +8,334 | New |
| Western Wealth Management, LLC | 8,579 | $428.8K | 0.01% | −88−1.0% | Reduced |
| Bayesian Capital Management, LP | 8,600 | $429.8K | 0.27% | +8,600 | New |
| Yelin Lapidot Holdings Management Ltd. | 8,652 | $432.4K | 0.08% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 8,841 | $441.9K | 0.01% | −23,488−72.7% | Reduced |
| William Blair Investment Management, LLC | 8,873 | $443.5K | 0.00% | +38+0.4% | Added |
| Coldstream Capital Management Inc | 8,900 | $444.8K | 0.01% | −90−1.0% | Reduced |
| Equitable Trust Co | 9,000 | $449.8K | 0.02% | −5,710−38.8% | Reduced |
| Kestra Advisory Services, LLC | 9,004 | $450.0K | 0.00% | +9,004 | New |
| Umb Bank N A | 9,181 | $458.9K | 0.01% | +820+9.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,466 | $473.1K | 0.05% | +40.0% | Added |
| Brown Financial Advisors | 9,621 | $480.9K | 0.17% | −102−1.0% | Reduced |
| Parallel Advisors, LLC | 9,639 | $481.8K | 0.01% | −6,883−41.7% | Reduced |
| Swiss Life Asset Management Ltd | 9,879 | $493.8K | 0.00% | −172−1.7% | Reduced |
| KWMG, LLC | 9,906 | $495.1K | 0.04% | −272−2.7% | Reduced |
| Transcend Wealth Collective, LLC | 9,909 | $495.3K | 0.03% | +4,554+85.0% | Added |
| Lynx Capital Group Ltd | 10,000 | $499.8K | 0.20% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 10,000 | $499.8K | 0.02% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 10,005 | $500.1K | 0.01% | −1,838−15.5% | Reduced |
| Daymark Wealth Partners, LLC | 10,060 | $502.8K | 0.01% | +6+0.1% | Added |
| Diversified Trust Co | 10,305 | $515.0K | 0.01% | −14,086−57.8% | Reduced |
| Citizens Financial Group Inc | 10,369 | $518.2K | 0.01% | +10,369 | New |
| Pitcairn Wealth Advisors LLC | 10,499 | $524.7K | 0.06% | 00.0% | Unchanged |
| Sylvest Advisors, LLC | 10,586 | $529.1K | 0.24% | +230+2.2% | Added |
| Baker Avenue Asset Management, LP | 10,633 | $531.4K | 0.01% | +2,971+38.8% | Added |
| Vontobel Holding Ltd. | 10,777 | $538.6K | 0.00% | −5,848−35.2% | Reduced |
| United Capital Financial Advisers, LLC | 11,139 | $556.7K | 0.00% | +203+1.9% | Added |
| Connable Office Inc | 11,200 | $559.8K | 0.05% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 11,264 | $563.0K | 0.09% | +5,080+82.1% | Added |
| Crossmark Global Holdings, Inc. | 11,373 | $568.4K | 0.01% | +261+2.3% | Added |
| Evelyn Partners Group Ltd | 11,543 | $576.9K | 0.01% | +11,543 | New |
| Susquehanna Portfolio Strategies, LLC | 11,604 | $580.0K | 0.01% | −52,396−81.9% | Reduced |
| Allworth Financial LP | 11,649 | $582.2K | 0.00% | +5,341+84.7% | Added |
| Aster Capital Management (DIFC) Ltd | 11,716 | $585.6K | 0.12% | +11,716 | New |
| Fisher Asset Management, LLC | 11,793 | $589.5K | 0.00% | −3,014−20.4% | Reduced |
| Ofi Invest Asset Management | 13,666 | $597.4K | 0.01% | −3,120−18.6% | Reduced |
| Evercore Wealth Management, LLC | 11,963 | $597.9K | 0.01% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 12,106 | $605.1K | 0.00% | −900−6.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 12,185 | $609.0K | 0.00% | −37,861−75.7% | Reduced |
| Federated Hermes, Inc. | 12,636 | $631.5K | 0.00% | −374,224−96.7% | Reduced |
| Public Employees Retirement Association of Colorado | 12,896 | $645.0K | 0.00% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 13,020 | $650.7K | 0.02% | +13,020 | New |
| Wiley Bros.-Aintree Capital, LLC | 13,440 | $659.7K | 0.00% | +3,207+31.3% | Added |
| Securian Asset Management, Inc | 12,061 | $661.8K | 0.02% | −127−1.0% | Reduced |
| Warren Averett Asset Management, LLC | 13,322 | $665.8K | 0.00% | +2,613+24.4% | Added |
| National Bank of Canada | 13,338 | $666.7K | 0.00% | +237+1.8% | Added |