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 |
|---|---|---|---|---|---|
| Ofi Invest Asset Management | 13,666 | $597.4K | 0.01% | −3,120−18.6% | Reduced |
| Fisher Asset Management, LLC | 11,793 | $589.5K | 0.00% | −3,014−20.4% | Reduced |
| Aster Capital Management (DIFC) Ltd | 11,716 | $585.6K | 0.12% | +11,716 | New |
| Allworth Financial LP | 11,649 | $582.2K | 0.00% | +5,341+84.7% | Added |
| Susquehanna Portfolio Strategies, LLC | 11,604 | $580.0K | 0.01% | −52,396−81.9% | Reduced |
| Evelyn Partners Group Ltd | 11,543 | $576.9K | 0.01% | +11,543 | New |
| Crossmark Global Holdings, Inc. | 11,373 | $568.4K | 0.01% | +261+2.3% | Added |
| Delta Investment Management, LLC | 11,264 | $563.0K | 0.09% | +5,080+82.1% | Added |
| Connable Office Inc | 11,200 | $559.8K | 0.05% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 11,139 | $556.7K | 0.00% | +203+1.9% | Added |
| Vontobel Holding Ltd. | 10,777 | $538.6K | 0.00% | −5,848−35.2% | Reduced |
| Baker Avenue Asset Management, LP | 10,633 | $531.4K | 0.01% | +2,971+38.8% | Added |
| Sylvest Advisors, LLC | 10,586 | $529.1K | 0.24% | +230+2.2% | Added |
| Pitcairn Wealth Advisors LLC | 10,499 | $524.7K | 0.06% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 10,369 | $518.2K | 0.01% | +10,369 | New |
| Diversified Trust Co | 10,305 | $515.0K | 0.01% | −14,086−57.8% | Reduced |
| Daymark Wealth Partners, LLC | 10,060 | $502.8K | 0.01% | +6+0.1% | Added |
| Miller Howard Investments Inc | 10,005 | $500.1K | 0.01% | −1,838−15.5% | Reduced |
| 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 |
| Transcend Wealth Collective, LLC | 9,909 | $495.3K | 0.03% | +4,554+85.0% | Added |
| KWMG, LLC | 9,906 | $495.1K | 0.04% | −272−2.7% | Reduced |
| Swiss Life Asset Management Ltd | 9,879 | $493.8K | 0.00% | −172−1.7% | Reduced |
| Parallel Advisors, LLC | 9,639 | $481.8K | 0.01% | −6,883−41.7% | Reduced |
| Brown Financial Advisors | 9,621 | $480.9K | 0.17% | −102−1.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,466 | $473.1K | 0.05% | +40.0% | Added |
| Umb Bank N A | 9,181 | $458.9K | 0.01% | +820+9.8% | Added |
| Kestra Advisory Services, LLC | 9,004 | $450.0K | 0.00% | +9,004 | New |
| Equitable Trust Co | 9,000 | $449.8K | 0.02% | −5,710−38.8% | Reduced |
| Coldstream Capital Management Inc | 8,900 | $444.8K | 0.01% | −90−1.0% | Reduced |
| William Blair Investment Management, LLC | 8,873 | $443.5K | 0.00% | +38+0.4% | Added |
| Brevan Howard Capital Management LP | 8,841 | $441.9K | 0.01% | −23,488−72.7% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 8,652 | $432.4K | 0.08% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 8,600 | $429.8K | 0.27% | +8,600 | New |
| Western Wealth Management, LLC | 8,579 | $428.8K | 0.01% | −88−1.0% | Reduced |
| Mission Wealth Management, LP | 8,334 | $416.5K | 0.01% | +8,334 | New |
| Farther Finance Advisors, LLC | 8,304 | $412.0K | 0.00% | −1,306−13.6% | Reduced |
| Landscape Capital Management, L.L.C. | 8,219 | $410.8K | 0.03% | +8,219 | New |
| Maryland State Retirement & Pension System | 8,158 | $407.7K | 0.01% | 00.0% | Unchanged |
| Utah Retirement Systems | 8,093 | $404.5K | 0.00% | 00.0% | Unchanged |
| Arnhold LLC | 8,000 | $399.8K | 0.03% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 7,939 | $396.8K | 0.13% | −8−0.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 7,594 | $389.6K | 0.00% | −4,949−39.5% | Reduced |
| Sanctuary Advisors, LLC | 7,706 | $385.1K | 0.00% | +7,706 | New |
| 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 |
| Frec Markets, Inc. | 7,570 | $378.3K | 0.03% | +55+0.7% | Added |
| Crewe Advisors LLC | 7,546 | $377.1K | 0.03% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 7,500 | $374.9K | 0.00% | 00.0% | Unchanged |
| DnB Asset Management AS | 7,419 | $370.8K | 0.00% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 7,412 | $370.4K | 0.00% | −1,469−16.5% | Reduced |
| Meeder Advisory Services, Inc. | 7,383 | $369.0K | 0.01% | −1,564−17.5% | Reduced |
| West Family Investments, Inc. | 7,367 | $368.2K | 0.11% | +7,367 | New |
| Jackson Thornton Asset Management, LLC | 7,280 | $363.9K | 0.03% | +7,280 | New |
| Carnegie Capital Asset Management, LLC | 7,256 | $362.7K | 0.01% | −445−5.8% | Reduced |
| Virtu Financial LLC | 7,201 | $360.0K | 0.01% | +7,201 | New |
| Stokes Family Office, LLC | 7,155 | $357.6K | 0.04% | −16−0.2% | Reduced |
| Perpetual Ltd | 7,049 | $352.3K | 0.01% | −620,092−98.9% | Reduced |
| Caerus Investment Advisors, LLC | 7,006 | $350.2K | 0.12% | +1,100+18.6% | Added |
| Cooper Financial Group | 6,991 | $349.4K | 0.03% | +59+0.9% | Added |
| Hantz Financial Services, Inc. | 6,968 | $348.0K | 0.00% | +3,320+91.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 6,872 | $343.5K | 0.01% | −649−8.6% | Reduced |
| Parcion Private Wealth LLC | 6,704 | $335.1K | 0.02% | +6,704 | New |
| Sentinus, LLC | 6,682 | $334.0K | 0.03% | −1,051−13.6% | Reduced |
| Janney Montgomery Scott LLC | 6,654 | $333.0K | 0.00% | +65+1.0% | Added |
| AlphaGrep UK Ltd | 6,632 | $331.5K | 0.10% | −5,264−44.3% | Reduced |
| Sivia Capital Partners, LLC | 6,628 | $331.3K | 0.04% | +6,628 | New |
| Levin Capital Strategies, L.P. | 6,500 | $324.9K | 0.02% | +6,500 | New |
| EverSource Wealth Advisors, LLC | 6,460 | $322.9K | 0.01% | +1,998+44.8% | Added |
| ProShare Advisors LLC | 6,452 | $322.5K | 0.00% | −180−2.7% | Reduced |
| DekaBank Deutsche Girozentrale | 7,864 | $319.0K | 0.00% | 00.0% | Unchanged |
| Greenleaf Trust | 6,347 | $317.2K | 0.00% | +322+5.3% | Added |
| BFSG, LLC | 6,325 | $316.1K | 0.03% | −200−3.1% | Reduced |
| CIBC Asset Management Inc | 6,322 | $316.0K | 0.00% | −327−4.9% | Reduced |
| Maple Capital Management, Inc. | 6,316 | $315.7K | 0.02% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 6,157 | $307.7K | 0.00% | +1,000+19.4% | Added |
| Beacon Investment Advisory Services, Inc. | 6,112 | $305.5K | 0.01% | −12,845−67.8% | Reduced |
| Magnetar Financial LLC | 6,085 | $304.1K | 0.00% | −19,548−76.3% | Reduced |
| First National Bank of Omaha | 6,200 | $302.4K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 6,041 | $301.9K | 0.01% | +6,041 | New |
| Searle & Co. | 6,000 | $299.9K | 0.07% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 5,911 | $295.4K | 0.16% | 00.0% | Unchanged |
| Savant Capital, LLC | 5,836 | $295.1K | 0.00% | +5,836 | New |
| Rockefeller Capital Management L.P. | 5,853 | $292.6K | 0.00% | +1,116+23.6% | Added |
| PFG Investments, LLC | 5,838 | $291.8K | 0.01% | −131−2.2% | Reduced |
| Whitener Capital Management, Inc. | 5,645 | $282.1K | 0.06% | −170−2.9% | Reduced |
| Ethic Inc. | 5,606 | $280.2K | 0.00% | −409−6.8% | Reduced |
| MKT Advisors LLC | 5,275 | $278.6K | 0.09% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 5,863 | $277.3K | 0.00% | −581−9.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,478 | $273.8K | 0.00% | −381−6.5% | Reduced |
| Hamilton Capital Partners Inc. | 5,455 | $272.6K | 0.01% | −1,277−19.0% | Reduced |
| Shelton Capital Management | 5,447 | $272.2K | 0.01% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 5,444 | $272.1K | 0.00% | +5,444 | New |
| Apollon Wealth Management, LLC | 5,434 | $271.6K | 0.00% | +5,434 | New |
| 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 |
| VestGen Advisors, LLC | 5,361 | $267.9K | 0.01% | +337+6.7% | Added |
| Carret Asset Management, LLC | 5,340 | $266.9K | 0.02% | +120+2.3% | Added |
| Americana Partners, LLC | 5,309 | $265.3K | 0.01% | +5,309 | New |
| Advisory Services Network, LLC | 5,294 | $264.6K | 0.00% | −1,767−25.0% | Reduced |