Skip to content
Disclosery

JEF JEFFERIES FINANCIAL GROUP IN

Follow

COM (common), issuer CIK 96223

570 managers (590 13F filers) reported a position in JEF shares at 2026-06-30, 137,268,414 shares in all. 83 filers opened a position and 59 filers sold out during the quarter.

Managers
570
13F filers
590
New
83
Added
196
Reduced
202
Sold out
59
Shares held by filers
137,268,414

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
FRIEDMAN BRIAN Pdirector, officer (President)2026-10-07-100 G$0Form 4

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Tidal Investments LLCin group Tidal Investments LLC4,654$233K<0.01%-5,78913F-HRTimelineGroup
Copley Financial Group, Inc.4,650$232K0.14%-2,68513F-HRTimeline
IFP Advisors, Inc4,646$232K<0.01%+93513F-HRTimeline
Kera Capital Partners, Inc.4,616$231K0.02%-1,46013F-HRTimeline
Sage Capital Management, LLC4,571$229K0.09%new13F-HRTimeline
Essential Partners LLC4,569$228K0.11%+3,09613F-HRTimeline
Sterling Capital Management LLC4,561$228K<0.01%+41113F-HRTimeline
Colter Lewis Investment Partners LLC4,556$228K0.1%new13F-HRTimeline
North Dakota State Investment Board4,553$228K0.01%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.4,502$225K0.01%-35313F-HRTimelineGroup
Inscription Capital, LLC4,483$224K0.02%new13F-HRTimeline
Trivium Point Advisory, LLC4,480$224K0.02%new13F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT4,475$224K0.09%new13F-HRTimeline
Proficio Capital Partners LLC4,453$223K0.01%new13F-HRTimeline
Quent Capital, LLC4,361$218K0.01%+52313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,341$217K<0.01%new13F-HRTimelineGroup
DV Trading LLC4,304$215K0.02%new13F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC4,311$215K0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC4,282$214K<0.01%-5,43413F-HRTimeline
SANDERS MORRIS HARRIS LLC4,200$210K0.12%new13F-HRTimeline
Capstone Wealth Management, LLC4,182$209K0.1%new13F-HRTimeline
Wedmont Private Capital3,942$205K0.01%new13F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC3,742$205K0.08%new13F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding4,088$204K-120,638Timeline
Soltis Investment Advisors LLC4,016$201K0.01%new13F-HRTimeline
MONETARY MANAGEMENT GROUP INC3,500$175K0.04%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,484$171K<0.01%+2,09413F-HRTimelineGroup
SIGNATUREFD, LLC3,201$160K<0.01%-63313F-HRTimeline
STRS OHIO3,196$160K<0.01%-46613F-HRTimeline
Blue Trust, Inc.3,069$153K<0.01%-3213F-HRTimeline
NFSG Corp2,900$145K0.02%013F-HRTimeline
STOREBRAND ASSET MANAGEMENT AS2,813$141K<0.01%013F-HRTimeline
Leonteq Securities AG2,699$135K0.01%-5,44213F-HRTimeline
Towne Trust Company, N.A2,592$130K0.04%013F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …2,391$120K<0.01%-49613F-HRTimelineGroup
True Wealth Design, LLC2,158$108K0.03%+82213F-HRTimeline
Larson Financial Group LLC2,144$107K<0.01%+35513F-HRTimeline
Institute for Wealth Management, LLC.2,119$106K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.2,051$103K<0.01%+1713F-HRTimeline
Private Wealth Asset Management, LLC2,040$102K0.01%013F-HRTimeline
Twin Tree Management, LP1,744$87.2K0.01%new13F-HRTimeline
Geneos Wealth Management Inc.1,633$81.6K<0.01%+113F-HRTimeline
Strategic Wealth Partners, Ltd.1,559$77.9K<0.01%-17,98113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,498$75K<0.01%+46713F-HRTimelineGroup
VSM Wealth Advisory, LLC1,488$74.4K0.02%013F-HRTimeline
OAKWORTH CAPITAL, INC.1,431$73.4K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS1,471$73.3K0.01%new13F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding1,408$70.4K0Timeline
HM PAYSON & CO1,300$65K<0.01%-20013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD1,300$65K<0.01%-1,27013F-HRTimelineGroup
Glen Eagle Advisors, LLC1,277$63.8K0.01%+113F-HRTimeline
ALBION FINANCIAL GROUP /UT1,260$63K<0.01%013F-HRTimeline
Covestor Ltd1,167$58K0.03%+75013F-HRTimeline
Washington Trust Advisors, Inc.932$46.6K<0.01%013F-HRTimeline
Versant Capital Management, Inc928$46.4K<0.01%+69613F-HRTimeline
GAMMA Investing LLC918$45.9K<0.01%+8313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC915$45.7K<0.01%+53813F-HRTimelineGroup
Basecamp Wealth Advisors LLC878$43.9K0.01%+8213F-HRTimeline
SJS Investment Consulting Inc.865$43.2K<0.01%+39113F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.850$42.5K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC849$41.4K<0.01%013F-HRTimeline
TRUST CO OF VERMONT785$39.2K<0.01%13F-HRTimeline
High Note Wealth, LLC770$38.5K0.01%013F-HRTimeline
Global Retirement Partners, LLC727$36.3K<0.01%13F-HRTimeline
Deseret Mutual Benefit Administrators683$34.1K0.01%013F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC682$34.1K<0.01%013F-HRTimeline
EASTERN BANK679$33.9K<0.01%013F-HRTimeline
Altshuler Shaham Ltd552$27.6K<0.01%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC550$27.5K<0.01%013F-HRTimeline
CX Institutional547$27K<0.01%+23913F-HRTimeline
Parkside Financial Bank & Trust464$23.2K<0.01%-513F-HRTimeline
Smithfield Trust Co439$22K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC433$21.6K<0.01%013F-HRTimeline
Westside Investment Management, Inc.421$21K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK406$20.3K<0.01%+813F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.405$20.2K<0.01%+39913F-HR/ATimeline
CoreCap Advisors, LLC390$19.5K<0.01%+38513F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC385$19.2K0.01%new13F-HRTimeline
Eurizon Capital SGR S.p.A.365$17.8K<0.01%013F-HRTimeline
CVA Family Office, LLC355$17.7K<0.01%+27113F-HRTimeline
PEREGRINE CAPITAL MANAGEMENT LLC340$17K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB332$16.6K<0.01%-82013F-HRTimeline
GHP Investment Advisors, Inc.328$16.4K<0.01%013F-HRTimeline
LRI Investments, LLC323$16.1K<0.01%+1613F-HRTimeline
FIRST HORIZON CORP288$14.4K<0.01%013F-HRTimeline
Wilkerson Advisory Group LLC264$13.2K<0.01%-10913F-HRTimeline
JFS WEALTH ADVISORS, LLC257$12.8K<0.01%+313F-HRTimeline
Owl Creek Wealth Partners LLC252$12.6K<0.01%013F-HRTimeline
Essential Investment Partners LLC250$12.5K0.01%013F-HRTimeline
North Star Investment Management Corp.240$12K<0.01%013F-HRTimeline
WHITTIER TRUST CO201$11K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…208$10.4K<0.01%+5813F-HRTimeline
New England Capital Financial Advisors …208$10.4K<0.01%+213F-HRTimeline
TSFG, LLC205$10K<0.01%013F-HRTimeline
DANSKE BANK A/S200$10K<0.01%013F-HRTimeline
JCIC Asset Management Inc.240$9.9K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC188$9.4K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC185$9.25K<0.01%+1213F-HRTimeline
JPL Wealth Management, LLC176$8.8K<0.01%+1313F-HRTimeline
Rossby Financial, LCC151$7.55K<0.01%+113F-HRTimeline
SBI Securities Co., Ltd.147$7.35K<0.01%-2513F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…146$7.3K<0.01%013F-HRTimelineGroup
CENTRAL TRUST Co140$7K<0.01%-2013F-HRTimeline
COUNTRY TRUST BANK132$6.6K<0.01%013F-HRTimeline
Activest Wealth Management121$6.05K<0.01%-513F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC100$5.59K<0.01%13F-HRTimeline
Silver Grove Financial Group, Inc.105$5.25K<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC103$5.15K<0.01%013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.97$4.85K<0.01%-11,84513F-HRTimelineGroup
PRIVATE TRUST CO NA92$4.6K<0.01%013F-HRTimeline
Buck Wealth Strategies, LLC89$4.45K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC78$3.9K<0.01%+6813F-HRTimeline
Manchester Capital Management LLC70$3.5K<0.01%-913F-HRTimeline
Marquette Asset Management, LLC68$3.4K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC58$3.23K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC62$3.1K<0.01%013F-HRTimeline
Creative Capital Management Investments…57$2.85K<0.01%new13F-HRTimeline
WealthCollab, LLC57$2.85K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.55$2.75K<0.01%013F-HRTimeline
MATHER GROUP, LLC.55$2.75K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC50$2.5K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC48$2.4K<0.01%+3513F-HRTimeline
Caitlin John, LLC45$2.25K<0.01%-1813F-HRTimeline
Sachetta, LLC43$2.15K<0.01%+713F-HRTimeline
DiNuzzo Private Wealth, Inc.41$2.05K<0.01%+313F-HRTimeline
Capital Advisors, Ltd. LLC39$2K<0.01%+3513F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT39$1.96K<0.01%013F-HRTimeline
Cromwell Holdings LLC38$1.9K<0.01%+2313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO37$1.85K<0.01%013F-HRTimelineGroup
Quarry LP37$1.85K<0.01%-3,44513F-HRTimeline
Signature Equity Partners, LLC36$1.79K<0.01%-113F-HRTimeline
Planning Strategies Inc.35$1.75K<0.01%13F-HRTimeline
Dunhill Financial, LLC32$1.6K<0.01%-313F-HRTimeline
Mosley Wealth Management32$1.59K<0.01%+213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp30$1.5K<0.01%+313F-HRTimelineGroup
HFM Investment Advisors, LLC27$1.35K<0.01%+2213F-HRTimeline
Prestige Wealth Management Group LLC23$1.15K<0.01%+513F-HRTimeline
SHP Wealth Management22$1.1K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.20$1K<0.01%-5813F-HRTimeline
N.E.W. Advisory Services LLC20$1K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC20$1K<0.01%013F-HRTimeline
Torren Management, LLC19$949<0.01%013F-HRTimeline
DecisionPoint Financial, LLC18$924<0.01%+613F-HRTimeline
Bell Investment Advisors, Inc18$900<0.01%013F-HRTimeline
Bare Financial Services, Inc15$750<0.01%013F-HRTimeline
Rachor Investment Advisory Services, LLC14$676<0.01%+113F-HRTimeline
FINANCIAL CONSULATE, INC13$650<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC13$650<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…13$649<0.01%+413F-HRTimelineGroup
Financial Management Professionals, Inc.12$600<0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…11$550<0.01%013F-HRTimeline
Bogart Wealth, LLC10$500<0.01%new13F-HRTimeline
Kilter Group LLC10$500<0.01%013F-HRTimeline
Horizon Investments, LLC9$450<0.01%-913F-HRTimeline
AdvisorNet Financial, Inc8$400<0.01%+513F-HRTimeline
Physician Wealth Advisors, Inc.8$400<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC5$250<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC5$250<0.01%013F-HRTimeline
Hughes Financial Services, LLC5$250<0.01%+113F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC4$200<0.01%new13F-HRTimeline
ALERUS FINANCIAL NA3$150<0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC3$150<0.01%+113F-HRTimeline
Medallion Wealth Advisors, LLC3$150<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.2$100<0.01%+113F-HR/ATimeline
MARYLAND CAPITAL ADVISORS INC.2$100<0.01%13F-HRTimeline
Caitong International Asset Management …2$100<0.01%new13F-HRTimeline
American Capital Advisory, LLC2$100<0.01%-113F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.1$50<0.01%-5713F-HRTimelineGroup
Avion Wealth12$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Navigoe, LLC12$00%new13F-HRTimelineValue filed as zero, left out of ratios.

Events

  • FRIEDMAN BRIAN P disposed of 100 JEF shares on 2026-10-07, Form 4 filed 2026-10-09. 0001214659-26-012761

    Accepted , ingested