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 |
|---|---|---|---|---|---|
| Atomi Financial Group, Inc. | 5,252 | $262.5K | 0.01% | +369+7.6% | Added |
| Fifth Third Wealth Advisors LLC | 5,237 | $261.7K | 0.01% | +76+1.5% | Added |
| Riversedge Advisors, LLC | 5,141 | $256.9K | 0.03% | +5,141 | New |
| Facet Wealth, Inc. | 5,113 | $255.5K | 0.00% | +5,113 | New |
| RMB Capital Management, LLC | 5,108 | $255.3K | 0.00% | +5,108 | New |
| Armis Advisers, LLC | 4,622 | $253.5K | 0.02% | +555+13.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 5,003 | $250.1K | 0.00% | −42,805−89.5% | Reduced |
| Graham Capital Management, L.P. | 4,989 | $249.3K | 0.01% | +4,989 | New |
| Creative Financial Designs Inc | 4,984 | $249.1K | 0.01% | +1,069+27.3% | Added |
| Family Wealth Partners, LLC | 4,888 | $244.3K | 0.07% | +4,888 | New |
| QTR Family Wealth, LLC | 4,854 | $242.6K | 0.08% | +4,854 | New |
| MBM Wealth Consultants, LLC | 4,851 | $242.5K | 0.05% | −27,502−85.0% | Reduced |
| Truist Financial Corp | 4,786 | $239.2K | 0.00% | −1,034−17.8% | Reduced |
| Checchi Capital Advisers, LLC | 4,785 | $239.2K | 0.02% | +4,785 | New |
| Pure Financial Advisors, Inc. | 4,674 | $233.6K | 0.00% | +4,674 | New |
| Toroso Investments, LLC | 4,654 | $232.6K | 0.00% | −5,789−55.4% | Reduced |
| Copley Financial Group, Inc. | 4,650 | $232.4K | 0.14% | −2,685−36.6% | Reduced |
| IFP Advisors, Inc | 4,646 | $232.2K | 0.00% | +935+25.2% | Added |
| Kera Capital Partners, Inc. | 4,616 | $230.7K | 0.02% | −1,460−24.0% | Reduced |
| Sage Capital Management, LLC | 4,571 | $228.5K | 0.09% | +4,571 | New |
| Essential Partners LLC | 4,569 | $228.4K | 0.11% | +3,096+210.2% | Added |
| Sterling Capital Management LLC | 4,561 | $228.0K | 0.00% | +411+9.9% | Added |
| Colter Lewis Investment Partners LLC | 4,556 | $227.7K | 0.10% | +4,556 | New |
| North Dakota State Investment Board | 4,553 | $227.6K | 0.01% | +4,553 | New |
| Essex Financial Services, Inc. | 4,502 | $225.0K | 0.01% | −353−7.3% | Reduced |
| Inscription Capital, LLC | 4,483 | $224.1K | 0.02% | +4,483 | New |
| Paradigm Financial Partners, LLC | 4,480 | $223.9K | 0.02% | +4,480 | New |
| Steinberganna Wealth Management | 4,475 | $223.7K | 0.09% | +4,475 | New |
| Proficio Capital Partners LLC | 4,453 | $222.6K | 0.01% | +4,453 | New |
| Quent Capital, LLC | 4,361 | $218.0K | 0.01% | +523+13.6% | Added |
| Concurrent Investment Advisors, LLC | 4,341 | $217.0K | 0.00% | +4,341 | New |
| DV Trading LLC | 4,304 | $215.1K | 0.02% | +4,304 | New |
| Everence Capital Management Inc | 4,311 | $215.0K | 0.01% | +4,311 | New |
| MML Investors Services, LLC | 4,282 | $214.0K | 0.00% | −5,434−55.9% | Reduced |
| Sanders Morris Harris LLC | 4,200 | $209.9K | 0.12% | +4,200 | New |
| Capstone Wealth Management, LLC | 4,182 | $209.0K | 0.10% | +4,182 | New |
| Wedmont Private Capital | 3,942 | $205.3K | 0.01% | +3,942 | New |
| Mainsail Asset Management, LLC | 3,742 | $205.3K | 0.08% | +3,742 | New |
| Soltis Investment Advisors LLC | 4,016 | $200.7K | 0.01% | +4,016 | New |
| Monetary Management Group Inc | 3,500 | $174.9K | 0.04% | +3,500 | New |
| Jones Financial Companies LLLP | 3,484 | $171.1K | 0.00% | +2,094+150.6% | Added |
| Signaturefd, LLC | 3,201 | $160.0K | 0.00% | −633−16.5% | Reduced |
| STRS Ohio | 3,196 | $159.7K | 0.00% | −466−12.7% | Reduced |
| Ronald Blue Trust, Inc. | 3,069 | $153.4K | 0.00% | −32−1.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,900 | $144.9K | 0.02% | 00.0% | Unchanged |
| Walleye Trading LLC | 2,869 | $143.4K | 0.00% | +2,869 | New |
| Storebrand Asset Management AS | 2,813 | $140.6K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,699 | $134.9K | 0.01% | −5,442−66.8% | Reduced |
| Old Point Trust & Financial Services N A | 2,592 | $129.5K | 0.04% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,391 | $119.5K | 0.00% | −496−17.2% | Reduced |
| TIAA Wealth Investment Management LLC | 2,287 | $114.3K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2,158 | $107.9K | 0.03% | +822+61.5% | Added |
| Larson Financial Group LLC | 2,144 | $107.2K | 0.00% | +355+19.8% | Added |
| Institute for Wealth Management, LLC. | 2,119 | $105.9K | 0.01% | +2,119 | New |
| Harbour Investments, Inc. | 2,051 | $102.5K | 0.00% | +17+0.8% | Added |
| Private Wealth Asset Management, LLC | 2,040 | $102.0K | 0.01% | 00.0% | Unchanged |
| Twin Tree Management, LP | 1,744 | $87.2K | 0.01% | +1,744 | New |
| Geneos Wealth Management Inc. | 1,633 | $81.6K | 0.00% | +1+0.1% | Added |
| Strategic Wealth Partners, Ltd. | 1,559 | $77.9K | 0.00% | −17,981−92.0% | Reduced |
| Bessemer Group Inc | 1,498 | $75.0K | 0.00% | +467+45.3% | Added |
| VSM Wealth Advisory, LLC | 1,488 | $74.4K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,431 | $73.4K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 1,471 | $73.3K | 0.01% | +1,471 | New |
| Colonial Trust Co | 1,388 | $69.4K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,300 | $65.0K | 0.00% | −1,270−49.4% | Reduced |
| HM Payson & Co | 1,300 | $65.0K | 0.00% | −200−13.3% | Reduced |
| Glen Eagle Advisors, LLC | 1,277 | $63.8K | 0.01% | +1+0.1% | Added |
| Albion Financial Group | 1,260 | $63.0K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 1,219 | $60.9K | 0.00% | −123,507−99.0% | Reduced |
| Covestor Ltd | 1,167 | $58.0K | 0.03% | +750+179.9% | Added |
| Washington Trust Advisors, Inc. | 932 | $46.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 928 | $46.4K | 0.00% | +696+300.0% | Added |
| GAMMA Investing LLC | 918 | $45.9K | 0.00% | +83+9.9% | Added |
| Assetmark, Inc | 915 | $45.7K | 0.00% | +538+142.7% | Added |
| Basecamp Wealth Advisors LLC | 878 | $43.9K | 0.01% | +82+10.3% | Added |
| SJS Investment Consulting Inc. | 865 | $43.2K | 0.00% | +391+82.5% | Added |
| Purpose Unlimited Inc. | 850 | $42.5K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 849 | $41.4K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 785 | $39.2K | 0.00% | +785 | New |
| High Note Wealth, LLC | 770 | $38.5K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 727 | $36.3K | 0.00% | +727 | New |
| Deseret Mutual Benefit Administrators | 683 | $34.1K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 682 | $34.1K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 679 | $33.9K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 552 | $27.6K | 0.00% | +552 | New |
| Chilton Capital Management LLC | 550 | $27.5K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 547 | $27.0K | 0.00% | +239+77.6% | Added |
| Parkside Financial Bank & Trust | 464 | $23.2K | 0.00% | −5−1.1% | Reduced |
| Smithfield Trust Co | 439 | $22.0K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 433 | $21.6K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 421 | $21.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 406 | $20.3K | 0.00% | +8+2.0% | Added |
| Wealth Enhancement Trust Services, Inc. | 405 | $20.2K | 0.00% | +399+6,650.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 395 | $19.7K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 390 | $19.5K | 0.00% | +385+7,700.0% | Added |
| Horizon Financial Services, LLC | 385 | $19.2K | 0.01% | +385 | New |
| Eurizon Capital SGR S.p.A. | 365 | $17.8K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 355 | $17.7K | 0.00% | +271+322.6% | Added |
| Peregrine Capital Management LLC | 340 | $17.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 332 | $16.6K | 0.00% | −820−71.2% | Reduced |