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 |
|---|---|---|---|---|---|
| Group One Trading, L.P. | 0 | $0 | 0.00% | −65,921−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −62,418−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −60,500−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −50,294−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −45,370−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −44,985−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −36,498−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −35,848−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −28,767−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −26,477−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −26,047−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −24,753−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −20,462−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −18,863−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −18,158−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −11,651−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −11,638−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Allianz SE | 0 | $0 | 0.00% | −9,194−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −7,284−100.0% | Sold out |
| Calamos Wealth Management LLC | 0 | $0 | 0.00% | −7,284−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −6,919−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −6,833−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −6,799−100.0% | Sold out |
| Shelton Wealth Management, LLC | 0 | $0 | 0.00% | −6,797−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −6,114−100.0% | Sold out |
| Aspiriant, LLC | 0 | $0 | 0.00% | −6,073−100.0% | Sold out |
| S.E.E.D. Planning Group LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −5,265−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −5,210−100.0% | Sold out |
| Pinnacle Wealth Management Advisory Group, LLC | 0 | $0 | 0.00% | −5,039−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −4,914−100.0% | Sold out |
| OP Asset Management Ltd | 0 | $0 | 0.00% | −3,610−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −3,183−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −3,142−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −2,442−100.0% | Sold out |
| Tripletail Wealth Management, LLC | 0 | $0 | 0.00% | −1,520−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −554−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −334−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −139−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Hilton Head Capital Partners, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Quaker Wealth Management, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| Evelyn Partners Investment Management LLP | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |