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 |
|---|---|---|---|---|---|
| Oregon Public Employees Retirement Fund | 33,791 | $1.69M | 0.02% | −100−0.3% | Reduced |
| US Bancorp | 33,756 | $1.69M | 0.00% | +8,089+31.5% | Added |
| New Mexico Educational Retirement Board | 33,119 | $1.66M | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 32,988 | $1.65M | 0.00% | +5,714+21.0% | Added |
| Rothschild Investment LLC | 32,666 | $1.63M | 0.06% | +21,163+184.0% | Added |
| Chicago Partners Investment Group LLC | 29,275 | $1.63M | 0.03% | +15,820+117.6% | Added |
| Verition Fund Management LLC | 31,914 | $1.60M | 0.01% | +25,742+417.1% | Added |
| Alessandra Capital Management, LLC | 31,815 | $1.59M | 1.13% | −6,308−16.5% | Reduced |
| Intrinsic Value Partners, LLC | 31,781 | $1.59M | 1.09% | 00.0% | Unchanged |
| Havemeyer Place LP | 31,190 | $1.56M | 0.15% | −12,098−27.9% | Reduced |
| Stifel Financial Corp | 30,236 | $1.51M | 0.00% | −3,092−9.3% | Reduced |
| Mizuho Markets Americas LLC | 29,900 | $1.49M | 0.03% | +29,900 | New |
| NorthCrest Asset Manangement, LLC | 28,413 | $1.49M | 0.04% | +8,317+41.4% | Added |
| Neuberger Berman Group LLC | 29,479 | $1.47M | 0.00% | +7,650+35.0% | Added |
| Gsa Capital Partners LLP | 28,889 | $1.44M | 0.09% | −59,696−67.4% | Reduced |
| Endure Capital Management, LLC | 28,828 | $1.44M | 0.94% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 28,319 | $1.42M | 0.09% | +28,319 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 28,208 | $1.41M | 0.00% | −49,933−63.9% | Reduced |
| Wellington Shields Capital Management, LLC | 27,900 | $1.39M | 0.18% | −1,000−3.5% | Reduced |
| Mattson Financial Services, LLC | 24,758 | $1.38M | 0.29% | +533+2.2% | Added |
| Prudential Financial Inc | 27,238 | $1.36M | 0.00% | −62,165−69.5% | Reduced |
| Moors & Cabot, Inc. | 27,050 | $1.35M | 0.05% | −9,500−26.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 25,315 | $1.34M | 0.03% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 26,583 | $1.33M | 0.01% | −273−1.0% | Reduced |
| Victory Capital Management Inc | 26,263 | $1.31M | 0.00% | −54,685−67.6% | Reduced |
| Virginia Retirement Systems Et Al | 26,000 | $1.30M | 0.01% | −5,850−18.4% | Reduced |
| Ossiam | 25,853 | $1.29M | 0.02% | +10,594+69.4% | Added |
| Round Hill Asset Management | 25,808 | $1.29M | 0.81% | −100−0.4% | Reduced |
| Rose Capital Advisors LLC | 25,657 | $1.28M | 0.69% | +25,657 | New |
| Pathstone Holdings, LLC | 25,058 | $1.26M | 0.00% | +140+0.6% | Added |
| Prescott Group Capital Management, L.L.C. | 25,000 | $1.25M | 0.11% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 24,864 | $1.24M | 0.01% | −4,200−14.5% | Reduced |
| Blair William & Co | 24,489 | $1.22M | 0.00% | +6,188+33.8% | Added |
| Pacer Advisors, Inc. | 24,237 | $1.21M | 0.00% | +4,733+24.3% | Added |
| Pictet Asset Management Holding SA | 24,037 | $1.20M | 0.00% | −922−3.7% | Reduced |
| Cresset Asset Management, LLC | 23,976 | $1.20M | 0.00% | −953−3.8% | Reduced |
| Modera Wealth Management, LLC | 23,877 | $1.19M | 0.01% | −1,808−7.0% | Reduced |
| Mackenzie Financial Corp | 23,530 | $1.18M | 0.00% | +23,530 | New |
| Park Avenue Securities LLC | 22,324 | $1.12M | 0.01% | −24−0.1% | Reduced |
| NBC Securities, Inc. | 21,922 | $1.10M | 0.07% | +70.0% | Added |
| CWM Advisors, LLC | 21,712 | $1.09M | 0.04% | +21,712 | New |
| Summit Financial, LLC | 21,511 | $1.08M | 0.01% | −40.0% | Reduced |
| Summit Trail Advisors, LLC | 21,356 | $1.07M | 0.01% | +3,177+17.5% | Added |
| New York Life Investment Management LLC | 21,353 | $1.07M | 0.01% | +1,083+5.3% | Added |
| HB Wealth Management, LLC | 20,962 | $1.05M | 0.01% | +9,195+78.1% | Added |
| Bridgefront Capital, LLC | 20,896 | $1.04M | 0.28% | +14,159+210.2% | Added |
| Gotham Asset Management, LLC | 20,891 | $1.04M | 0.00% | −490−2.3% | Reduced |
| Friedenthal Financial | 20,859 | $1.04M | 0.48% | +20,859 | New |
| Tiaa-Cref Individual & Institutional Services, LLC | 20,832 | $1.04M | 0.00% | 00.0% | Unchanged |
| Caption Management, LLC | 20,507 | $1.02M | 0.04% | +20,507 | New |
| JustInvest LLC | 20,425 | $1.02M | 0.01% | +300+1.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 20,238 | $1.01M | 0.00% | +13,693+209.2% | Added |
| Xponance, Inc. | 20,215 | $1.01M | 0.01% | −3,894−16.2% | Reduced |
| Bank of Montreal | 20,077 | $1.00M | 0.00% | +80+0.4% | Added |
| Joel Isaacson & Co., LLC | 19,915 | $995.3K | 0.03% | +37+0.2% | Added |
| Vise Technologies, Inc. | 19,892 | $994.2K | 0.01% | +13,808+227.0% | Added |
| Bull Harbor Capital LLC | 19,489 | $974.1K | 0.19% | +4,578+30.7% | Added |
| Integrated Wealth Concepts LLC | 19,453 | $972.3K | 0.01% | −2,936−13.1% | Reduced |
| Capitolis Liquid Global Markets LLC | 19,400 | $969.6K | 0.00% | −32,400−62.5% | Reduced |
| MAI Capital Management | 19,377 | $968.5K | 0.00% | +12,086+165.8% | Added |
| Marshall Wace, LLP | 19,196 | $959.4K | 0.00% | −545,469−96.6% | Reduced |
| Citadel Investment Advisory, Inc. | 19,080 | $954.0K | 0.43% | +600+3.2% | Added |
| Mirabella Financial Services LLP | 17,790 | $889.1K | 0.09% | +17,790 | New |
| Clearstead Advisors, LLC | 17,784 | $888.8K | 0.01% | −1,637−8.4% | Reduced |
| Natixis Advisors, L.P. | 17,672 | $883.0K | 0.00% | +4,095+30.2% | Added |
| EntryPoint Capital, LLC | 17,290 | $864.2K | 0.21% | −18,121−51.2% | Reduced |
| M&T Bank Corp | 17,257 | $862.5K | 0.00% | +8,678+101.2% | Added |
| Lecap Asset Management Ltd | 17,025 | $850.9K | 0.36% | +17,025 | New |
| Canada Pension Plan Investment Board | 17,000 | $849.7K | 0.00% | −42,400−71.4% | Reduced |
| Commonwealth Equity Services, LLC | 16,800 | $839.7K | 0.00% | −3,715−18.1% | Reduced |
| Winton Group Ltd | 16,770 | $838.2K | 0.03% | −9,933−37.2% | Reduced |
| Tower Research Capital LLC (TRC) | 16,531 | $826.2K | 0.02% | +11,074+202.9% | Added |
| Krilogy Financial LLC | 16,016 | $800.5K | 0.02% | +16,016 | New |
| State of Alaska, Department of Revenue | 16,025 | $800.0K | 0.01% | −468−2.8% | Reduced |
| Teacher Retirement System of Texas | 15,664 | $782.9K | 0.00% | +7,356+88.5% | Added |
| Waddell & Associates, LLC | 15,558 | $777.6K | 0.04% | +8,327+115.2% | Added |
| Jefferies Financial Group Inc. | 15,333 | $766.3K | 0.01% | 00.0% | Unchanged |
| Lido Advisors, LLC | 15,185 | $759.0K | 0.00% | +7,529+98.3% | Added |
| Allstate Corp | 15,154 | $757.4K | 0.01% | −742−4.7% | Reduced |
| Harbor Advisors LLC | 15,000 | $749.7K | 0.09% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 14,988 | $749.1K | 0.00% | −5,180−25.7% | Reduced |
| Envestnet Asset Management Inc | 14,876 | $743.5K | 0.00% | +3,724+33.4% | Added |
| Laurion Capital Management LP | 14,738 | $736.6K | 0.05% | +558+3.9% | Added |
| Vinva Investment Management Ltd | 10,295 | $729.9K | 0.00% | −9,676−48.5% | Reduced |
| Catalyst Financial Partners LLC | 14,423 | $720.9K | 0.07% | +12+0.1% | Added |
| Quadrant Capital Group LLC | 14,401 | $719.8K | 0.02% | +69+0.5% | Added |
| Centennial Bank | 14,389 | $719.2K | 0.23% | −145−1.0% | Reduced |
| Counterpoint Mutual Funds LLC | 14,282 | $713.8K | 0.07% | −7,452−34.3% | Reduced |
| Ancora Advisors, LLC | 13,425 | $671.0K | 0.01% | −669−4.7% | Reduced |
| Davis Investment Partners, LLC | 13,341 | $666.8K | 0.20% | +13,341 | New |
| National Bank of Canada | 13,338 | $666.7K | 0.00% | +237+1.8% | Added |
| Warren Averett Asset Management, LLC | 13,322 | $665.8K | 0.00% | +2,613+24.4% | Added |
| Securian Asset Management, Inc | 12,061 | $661.8K | 0.02% | −127−1.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 13,440 | $659.7K | 0.00% | +3,207+31.3% | Added |
| Pallas Capital Advisors LLC | 13,020 | $650.7K | 0.02% | +13,020 | New |
| Public Employees Retirement Association of Colorado | 12,896 | $645.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 12,636 | $631.5K | 0.00% | −374,224−96.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 12,185 | $609.0K | 0.00% | −37,861−75.7% | Reduced |
| Silvercrest Asset Management Group LLC | 12,106 | $605.1K | 0.00% | −900−6.9% | Reduced |
| Evercore Wealth Management, LLC | 11,963 | $597.9K | 0.01% | 00.0% | Unchanged |