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 |
|---|---|---|---|---|---|
| Davis Investment Partners, LLC | 13,341 | $666.8K | 0.20% | +13,341 | New |
| Ancora Advisors, LLC | 13,425 | $671.0K | 0.01% | −669−4.7% | Reduced |
| Counterpoint Mutual Funds LLC | 14,282 | $713.8K | 0.07% | −7,452−34.3% | Reduced |
| Centennial Bank | 14,389 | $719.2K | 0.23% | −145−1.0% | Reduced |
| Quadrant Capital Group LLC | 14,401 | $719.8K | 0.02% | +69+0.5% | Added |
| Catalyst Financial Partners LLC | 14,423 | $720.9K | 0.07% | +12+0.1% | Added |
| Vinva Investment Management Ltd | 10,295 | $729.9K | 0.00% | −9,676−48.5% | Reduced |
| Laurion Capital Management LP | 14,738 | $736.6K | 0.05% | +558+3.9% | Added |
| Envestnet Asset Management Inc | 14,876 | $743.5K | 0.00% | +3,724+33.4% | Added |
| O'Shaughnessy Asset Management, LLC | 14,988 | $749.1K | 0.00% | −5,180−25.7% | Reduced |
| Harbor Advisors LLC | 15,000 | $749.7K | 0.09% | 00.0% | Unchanged |
| Allstate Corp | 15,154 | $757.4K | 0.01% | −742−4.7% | Reduced |
| Lido Advisors, LLC | 15,185 | $759.0K | 0.00% | +7,529+98.3% | Added |
| Jefferies Financial Group Inc. | 15,333 | $766.3K | 0.01% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 15,558 | $777.6K | 0.04% | +8,327+115.2% | Added |
| Teacher Retirement System of Texas | 15,664 | $782.9K | 0.00% | +7,356+88.5% | Added |
| State of Alaska, Department of Revenue | 16,025 | $800.0K | 0.01% | −468−2.8% | Reduced |
| Krilogy Financial LLC | 16,016 | $800.5K | 0.02% | +16,016 | New |
| Tower Research Capital LLC (TRC) | 16,531 | $826.2K | 0.02% | +11,074+202.9% | Added |
| Winton Group Ltd | 16,770 | $838.2K | 0.03% | −9,933−37.2% | Reduced |
| Commonwealth Equity Services, LLC | 16,800 | $839.7K | 0.00% | −3,715−18.1% | Reduced |
| Canada Pension Plan Investment Board | 17,000 | $849.7K | 0.00% | −42,400−71.4% | Reduced |
| Lecap Asset Management Ltd | 17,025 | $850.9K | 0.36% | +17,025 | New |
| M&T Bank Corp | 17,257 | $862.5K | 0.00% | +8,678+101.2% | Added |
| EntryPoint Capital, LLC | 17,290 | $864.2K | 0.21% | −18,121−51.2% | Reduced |
| Natixis Advisors, L.P. | 17,672 | $883.0K | 0.00% | +4,095+30.2% | Added |
| Clearstead Advisors, LLC | 17,784 | $888.8K | 0.01% | −1,637−8.4% | Reduced |
| Mirabella Financial Services LLP | 17,790 | $889.1K | 0.09% | +17,790 | New |
| Citadel Investment Advisory, Inc. | 19,080 | $954.0K | 0.43% | +600+3.2% | Added |
| Marshall Wace, LLP | 19,196 | $959.4K | 0.00% | −545,469−96.6% | Reduced |
| MAI Capital Management | 19,377 | $968.5K | 0.00% | +12,086+165.8% | Added |
| Capitolis Liquid Global Markets LLC | 19,400 | $969.6K | 0.00% | −32,400−62.5% | Reduced |
| Integrated Wealth Concepts LLC | 19,453 | $972.3K | 0.01% | −2,936−13.1% | Reduced |
| Bull Harbor Capital LLC | 19,489 | $974.1K | 0.19% | +4,578+30.7% | Added |
| Vise Technologies, Inc. | 19,892 | $994.2K | 0.01% | +13,808+227.0% | Added |
| Joel Isaacson & Co., LLC | 19,915 | $995.3K | 0.03% | +37+0.2% | Added |
| Bank of Montreal | 20,077 | $1.00M | 0.00% | +80+0.4% | Added |
| Xponance, Inc. | 20,215 | $1.01M | 0.01% | −3,894−16.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 20,238 | $1.01M | 0.00% | +13,693+209.2% | Added |
| JustInvest LLC | 20,425 | $1.02M | 0.01% | +300+1.5% | Added |
| Caption Management, LLC | 20,507 | $1.02M | 0.04% | +20,507 | New |
| Tiaa-Cref Individual & Institutional Services, LLC | 20,832 | $1.04M | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 20,859 | $1.04M | 0.48% | +20,859 | New |
| Gotham Asset Management, LLC | 20,891 | $1.04M | 0.00% | −490−2.3% | Reduced |
| Bridgefront Capital, LLC | 20,896 | $1.04M | 0.28% | +14,159+210.2% | Added |
| HB Wealth Management, LLC | 20,962 | $1.05M | 0.01% | +9,195+78.1% | Added |
| New York Life Investment Management LLC | 21,353 | $1.07M | 0.01% | +1,083+5.3% | Added |
| Summit Trail Advisors, LLC | 21,356 | $1.07M | 0.01% | +3,177+17.5% | Added |
| Summit Financial, LLC | 21,511 | $1.08M | 0.01% | −40.0% | Reduced |
| CWM Advisors, LLC | 21,712 | $1.09M | 0.04% | +21,712 | New |
| NBC Securities, Inc. | 21,922 | $1.10M | 0.07% | +70.0% | Added |
| Park Avenue Securities LLC | 22,324 | $1.12M | 0.01% | −24−0.1% | Reduced |
| Mackenzie Financial Corp | 23,530 | $1.18M | 0.00% | +23,530 | New |
| Modera Wealth Management, LLC | 23,877 | $1.19M | 0.01% | −1,808−7.0% | Reduced |
| Cresset Asset Management, LLC | 23,976 | $1.20M | 0.00% | −953−3.8% | Reduced |
| Pictet Asset Management Holding SA | 24,037 | $1.20M | 0.00% | −922−3.7% | Reduced |
| Pacer Advisors, Inc. | 24,237 | $1.21M | 0.00% | +4,733+24.3% | Added |
| Blair William & Co | 24,489 | $1.22M | 0.00% | +6,188+33.8% | Added |
| Segall Bryant & Hamill, LLC | 24,864 | $1.24M | 0.01% | −4,200−14.5% | Reduced |
| Prescott Group Capital Management, L.L.C. | 25,000 | $1.25M | 0.11% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 25,058 | $1.26M | 0.00% | +140+0.6% | Added |
| Rose Capital Advisors LLC | 25,657 | $1.28M | 0.69% | +25,657 | New |
| Round Hill Asset Management | 25,808 | $1.29M | 0.81% | −100−0.4% | Reduced |
| Ossiam | 25,853 | $1.29M | 0.02% | +10,594+69.4% | Added |
| Virginia Retirement Systems Et Al | 26,000 | $1.30M | 0.01% | −5,850−18.4% | Reduced |
| Victory Capital Management Inc | 26,263 | $1.31M | 0.00% | −54,685−67.6% | Reduced |
| Buckingham Strategic Partners | 26,583 | $1.33M | 0.01% | −273−1.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 25,315 | $1.34M | 0.03% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 27,050 | $1.35M | 0.05% | −9,500−26.0% | Reduced |
| Prudential Financial Inc | 27,238 | $1.36M | 0.00% | −62,165−69.5% | Reduced |
| Mattson Financial Services, LLC | 24,758 | $1.38M | 0.29% | +533+2.2% | Added |
| Wellington Shields Capital Management, LLC | 27,900 | $1.39M | 0.18% | −1,000−3.5% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 28,208 | $1.41M | 0.00% | −49,933−63.9% | Reduced |
| Dark Forest Capital Management LP | 28,319 | $1.42M | 0.09% | +28,319 | New |
| Endure Capital Management, LLC | 28,828 | $1.44M | 0.94% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 28,889 | $1.44M | 0.09% | −59,696−67.4% | Reduced |
| Neuberger Berman Group LLC | 29,479 | $1.47M | 0.00% | +7,650+35.0% | Added |
| NorthCrest Asset Manangement, LLC | 28,413 | $1.49M | 0.04% | +8,317+41.4% | Added |
| Mizuho Markets Americas LLC | 29,900 | $1.49M | 0.03% | +29,900 | New |
| Stifel Financial Corp | 30,236 | $1.51M | 0.00% | −3,092−9.3% | Reduced |
| Havemeyer Place LP | 31,190 | $1.56M | 0.15% | −12,098−27.9% | Reduced |
| Intrinsic Value Partners, LLC | 31,781 | $1.59M | 1.09% | 00.0% | Unchanged |
| Alessandra Capital Management, LLC | 31,815 | $1.59M | 1.13% | −6,308−16.5% | Reduced |
| Verition Fund Management LLC | 31,914 | $1.60M | 0.01% | +25,742+417.1% | Added |
| Chicago Partners Investment Group LLC | 29,275 | $1.63M | 0.03% | +15,820+117.6% | Added |
| Rothschild Investment LLC | 32,666 | $1.63M | 0.06% | +21,163+184.0% | Added |
| Advisor Group Holdings, Inc. | 32,988 | $1.65M | 0.00% | +5,714+21.0% | Added |
| New Mexico Educational Retirement Board | 33,119 | $1.66M | 0.04% | 00.0% | Unchanged |
| US Bancorp | 33,756 | $1.69M | 0.00% | +8,089+31.5% | Added |
| Oregon Public Employees Retirement Fund | 33,791 | $1.69M | 0.02% | −100−0.3% | Reduced |
| Bleakley Financial Group, LLC | 34,264 | $1.71M | 0.02% | +34,264 | New |
| New Age Alpha Advisors, LLC | 34,458 | $1.72M | 0.07% | +34,458 | New |
| Brighton Jones LLC | 34,653 | $1.73M | 0.03% | +13,205+61.6% | Added |
| HighTower Advisors, LLC | 35,158 | $1.76M | 0.00% | −4,555−11.5% | Reduced |
| Merit Financial Group, LLC | 35,494 | $1.77M | 0.01% | +18,454+108.3% | Added |
| Prana Capital Management, LP | 35,608 | $1.78M | 0.05% | −222,973−86.2% | Reduced |
| CBOE Vest Financial, LLC | 35,624 | $1.78M | 0.02% | +35,624 | New |
| Intrepid Capital Management Inc | 36,012 | $1.80M | 0.64% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 36,400 | $1.82M | 0.01% | +2,000+5.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 36,788 | $1.84M | 0.02% | −256−0.7% | Reduced |