# JEFFERIES FINANCIAL GROUP IN (JEF)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/JEF/

- Reporting holders: 20
- Reported value: $17.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $16.1M | 351,573 | 0.2% | 6 |
| [KWMG, LLC](https://holderbook.com/funds/1633024-kwmg-llc/) | $408.9K | 8,942 | 0.0% | 29 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $396.5K | 8,671 | 0.0% | 16 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $321.8K | 7,036 | 0.0% | 16 |
| [M.E. ALLISON & CO., INC.](https://holderbook.com/funds/1619532-m-e-allison-co-inc/) | $246.9K | 5,400 | 0.1% | 8 |
| [RIVERSEDGE ADVISORS, LLC](https://holderbook.com/funds/1787663-riversedge-advisors-llc/) | $231.3K | 5,058 | 0.0% | 2 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $78.2K | 1,709 | 0.0% | 12 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $46.1K | 1,008 | 0.0% | 16 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $31.1K | 679 | 0.0% | 9 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $14.0K | 307 | 0.0% | 2 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $11.5K | 251 | 0.0% | 1 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $9.6K | 210 | 0.0% | 24 |
| [Marquette Asset Management, LLC](https://holderbook.com/funds/1395067-marquette-asset-management-llc/) | $3.1K | 68 | 0.0% | 3 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $2.3K | 50 | 0.0% | 4 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $1.5K | 33 | 0.0% | 2 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $777 | 17 | 0.0% | 1 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $274 | 6 | 0.0% | 4 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $229 | 5 | 0.0% | 3 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $46 | 1 | 0.0% | 1 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $46 | 1 | 0.0% | 1 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $21 | 457 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 20 | $17.9M |
| Q2 2026 | 593 | $7.6B |
| Q1 2026 | 561 | $6.3B |
| Q4 2025 | 610 | $9.5B |
| Q3 2025 | 577 | $10.1B |
| Q2 2025 | 560 | $8.2B |
| Q1 2025 | 569 | $7.8B |
| Q4 2024 | 593 | $12.1B |
| Q3 2024 | 539 | $9.4B |
| Q2 2024 | 492 | $6.9B |
| Q1 2024 | 479 | $6.0B |
| Q4 2023 | 474 | $5.4B |