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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.

Institutional holdersQ2 2026: 590 institutions
Q1 2021: 451 institutionsQ2 2021: 433 institutionsQ3 2021: 474 institutionsQ4 2021: 505 institutionsQ1 2022: 473 institutionsQ2 2022: 428 institutionsQ3 2022: 423 institutionsQ4 2022: 471 institutionsQ1 2023: 464 institutionsQ2 2023: 429 institutionsQ3 2023: 439 institutionsQ4 2023: 475 institutionsQ1 2024: 480 institutionsQ2 2024: 493 institutionsQ3 2024: 534 institutionsQ4 2024: 584 institutionsQ1 2025: 564 institutionsQ2 2025: 557 institutionsQ3 2025: 570 institutionsQ4 2025: 597 institutionsQ1 2026: 561 institutionsQ2 2026: 590 institutions
Value heldQ2 2026: $6.83B
Q1 2021: $5.16BQ2 2021: $5.85BQ3 2021: $6.34BQ4 2021: $6.48BQ1 2022: $5.46BQ2 2022: $4.35BQ3 2022: $4.51BQ4 2022: $5.20BQ1 2023: $4.69BQ2 2023: $4.50BQ3 2023: $4.80BQ4 2023: $5.22BQ1 2024: $5.74BQ2 2024: $6.76BQ3 2024: $8.94BQ4 2024: $12.0BQ1 2025: $7.64BQ2 2025: $7.89BQ3 2025: $9.44BQ4 2025: $9.16BQ1 2026: $5.89BQ2 2026: $6.83B
Institutions holding JEF and their total value by quarter
QuarterHoldersValue
Q2 2026590$6.83B
Q1 2026561$5.89B
Q4 2025597$9.16B
Q3 2025570$9.44B
Q2 2025557$7.89B
Q1 2025564$7.64B
Q4 2024584$12.0B
Q3 2024534$8.94B
Q2 2024493$6.76B
Q1 2024480$5.74B
Q4 2023475$5.22B
Q3 2023439$4.80B
Q2 2023429$4.50B
Q1 2023464$4.69B
Q4 2022471$5.20B
Q3 2022423$4.51B
Q2 2022428$4.35B
Q1 2022473$5.46B
Q4 2021505$6.48B
Q3 2021474$6.34B
Q2 2021433$5.85B
Q1 2021451$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.

Institutions holding JEF in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
GHP Investment Advisors, Inc.328$16.4K0.00%00.0%Unchanged
LRI Investments, LLC323$16.1K0.00%+16+5.2%Added
First Horizon Corp288$14.4K0.00%00.0%Unchanged
Wilkerson Advisory Group LLC264$13.2K0.00%−109−29.2%Reduced
JFS Wealth Advisors, LLC257$12.8K0.00%+3+1.2%Added
Owl Creek Wealth Partners LLC252$12.6K0.00%00.0%Unchanged
Essential Investment Partners LLC250$12.5K0.01%00.0%Unchanged
North Star Investment Management Corp.240$12.0K0.00%00.0%Unchanged
Whittier Trust Co201$11.0K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.208$10.4K0.00%+58+38.7%Added
New England Capital Financial Advisors LLC208$10.4K0.00%+2+1.0%Added
TSFG, LLC205$10.0K0.00%00.0%Unchanged
Danske Bank A/S200$10.0K0.00%00.0%Unchanged
JCIC Asset Management Inc.240$9.90K0.00%00.0%Unchanged
ZRC Wealth Management, LLC188$9.40K0.00%+188New
Fortitude Family Office, LLC185$9.25K0.00%+12+6.9%Added
JPL Wealth Management, LLC176$8.80K0.00%+13+8.0%Added
Rossby Financial, LCC151$7.55K0.00%+1+0.7%Added
Vanguard National Trust Co149$7.45K0.00%+149New
SBI Securities Co., Ltd.147$7.35K0.00%−25−14.5%Reduced
Farmers & Merchants Investments Inc146$7.30K0.00%00.0%Unchanged
Central Trust Co140$7.00K0.00%−20−12.5%Reduced
Country Trust Bank132$6.60K0.00%00.0%Unchanged
Activest Wealth Management121$6.05K0.00%−5−4.0%Reduced
Compass Financial Management LLC100$5.59K0.00%+100New
Silver Grove Financial Group, Inc.105$5.25K0.00%+105New
Bruce G. Allen Investments, LLC103$5.15K0.00%00.0%Unchanged
Daiwa Securities Group Inc.97$4.85K0.00%−11,845−99.2%Reduced
Private Trust Co NA92$4.60K0.00%00.0%Unchanged
Buck Wealth Strategies, LLC89$4.45K0.00%+89New
Rialto Wealth Management, LLC78$3.90K0.00%+68+680.0%Added
Manchester Capital Management LLC70$3.50K0.00%−9−11.4%Reduced
Marquette Asset Management, LLC68$3.40K0.00%00.0%Unchanged
Cornerstone Planning Group LLC58$3.23K0.00%00.0%Unchanged
TD Private Client Wealth LLC62$3.10K0.00%00.0%Unchanged
WealthCollab, LLC57$2.85K0.00%00.0%Unchanged
Creative Capital Management Investments LLC57$2.85K0.00%+57New
Webster Bank, N. A.55$2.75K0.00%00.0%Unchanged
Mather Group, LLC.55$2.75K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc50$2.50K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC48$2.40K0.00%+35+269.2%Added
Caitlin John, LLC45$2.25K0.00%−18−28.6%Reduced
Sachetta, LLC43$2.15K0.00%+7+19.4%Added
DiNuzzo Private Wealth, Inc.41$2.05K0.00%+3+7.9%Added
Capital Advisors, Ltd. LLC39$2.00K0.00%+35+875.0%Added
Hollencrest Capital Management39$1.96K0.00%00.0%Unchanged
Cromwell Holdings LLC38$1.90K0.00%+23+153.3%Added
Quarry LP37$1.85K0.00%−3,445−98.9%Reduced
Brown Brothers Harriman & Co37$1.85K0.00%00.0%Unchanged
Signature Equity Partners, LLC36$1.79K0.00%−1−2.7%Reduced
Planning Strategies Inc.35$1.75K0.00%+35New
Dunhill Financial, LLC32$1.60K0.00%−3−8.6%Reduced
Mosley Wealth Management32$1.59K0.00%+2+6.7%Added
South State Corp.30$1.50K0.00%+3+11.1%Added
HFM Investment Advisors, LLC27$1.35K0.00%+22+440.0%Added
Prestige Wealth Management Group LLC23$1.15K0.00%+5+27.8%Added
SHP Wealth Management22$1.10K0.00%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.20$1.00K0.00%−58−74.4%Reduced
Colonial Trust Advisors20$1.00K0.00%00.0%Unchanged
N.E.W. Advisory Services LLC20$1.00K0.00%00.0%Unchanged
McGuire Capital Advisors Inc20$1.00K0.00%00.0%Unchanged
Torren Management, LLC19$9490.00%00.0%Unchanged
DecisionPoint Financial, LLC18$9240.00%+6+50.0%Added
Bell Investment Advisors, Inc18$9000.00%00.0%Unchanged
Bare Financial Services, Inc15$7500.00%00.0%Unchanged
Rachor Investment Advisory Services, LLC14$6760.00%+1+7.7%Added
Financial Consulate, Inc13$6500.00%00.0%Unchanged
Principia Wealth Advisory, LLC13$6500.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.13$6490.00%+4+44.4%Added
Financial Management Professionals, Inc.12$6000.00%00.0%Unchanged
Zions Bancorporation, National Association11$5500.00%00.0%Unchanged
Kilter Group LLC10$5000.00%00.0%Unchanged
Bogart Wealth, LLC10$5000.00%+10New
Horizon Investments, LLC9$4500.00%−9−50.0%Reduced
AdvisorNet Financial, Inc8$4000.00%+5+166.7%Added
UMA Financial Services, Inc.8$4000.00%+8New
Wolff Wiese Magana LLC5$2500.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC5$2500.00%00.0%Unchanged
Hughes Financial Services, LLC5$2500.00%+1+25.0%Added
Raffa Wealth Management, LLC4$2000.00%+4New
Alerus Financial NA3$1500.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC3$1500.00%+1+50.0%Added
Medallion Wealth Advisors, LLC3$1500.00%+3New
American Capital Advisory, LLC2$1000.00%−1−33.3%Reduced
MV Capital Management, Inc.2$1000.00%+1+100.0%Added
Maryland Capital Advisors Inc.2$1000.00%+2New
Caitong International Asset Management Co., Ltd2$1000.00%+2New
Rakuten Securities, Inc.1$500.00%−57−98.3%Reduced
Avion Wealth12$00.00%+12New
Navigoe, LLC12$00.00%+12New
Qube Research & Technologies Ltd0$00.00%−1,006,361−100.0%Sold out
Private Capital Management, LLC0$00.00%−514,469−100.0%Sold out
Migdal Insurance & Financial Holdings Ltd.0$00.00%−398,000−100.0%Sold out
Entropy Technologies, LP0$00.00%−124,782−100.0%Sold out
IMC-Chicago, LLC0$00.00%−107,363−100.0%Sold out
Boston Partners0$00.00%−102,613−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−100,279−100.0%Sold out
Oak Thistle LLC0$00.00%−96,252−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−72,287−100.0%Sold out
Fideuram - Intesa Sanpaolo Private Banking S.P.A.0$00.00%−71,260−100.0%Sold out