Jefferies Financial Group Inc. (JEF) — Institutional Holders, Q2 2026 (page 4)
591 institutional investment managers reported a JEF position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $6.8B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 400. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
JEF 13F holders ranked 301–400 of 591
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Aster Capital Management (DIFC) Ltd#301 · 11,716 sh | 11,716 | $585.6K | 0.12% | New |
| 302 | Allworth Financial#302 · 11,649 sh | 11,649 | $582.2K | <0.01% | +84.7% |
| 303 | Susquehanna Portfolio Strategies#303 · 11,604 sh | 11,604 | $580.0K | <0.01% | -81.9% |
| 304 | Evelyn Partners Group Ltd#304 · 11,543 sh | 11,543 | $576.9K | <0.01% | — |
| 305 | Crossmark Global#305 · 11,373 sh | 11,373 | $568.4K | — | +2.3% |
| 306 | Delta Investment Management#306 · 11,264 sh | 11,264 | $563.0K | 0.09% | +82.1% |
| 307 | CONNABLE OFFICE#307 · 11,200 sh | 11,200 | $559.8K | 0.05% | 0.0% |
| 308 | UNITED CAPITAL FINANCIAL ADVISORS#308 · 11,139 sh | 11,139 | $556.7K | <0.01% | +1.9% |
| 309 | Vontobel Holding Ltd.#309 · 10,777 sh | 10,777 | $538.6K | — | -35.2% |
| 310 | Baker Avenue Asset Management#310 · 10,633 sh | 10,633 | $531.4K | 0.01% | +38.8% |
| 311 | Sylvest Advisors#311 · 10,586 sh | 10,586 | $529.1K | — | +2.2% |
| 312 | Pitcairn Wealth Advisors#312 · 10,499 sh | 10,499 | $524.7K | 0.06% | 0.0% |
| 313 | CITIZENS FINANCIAL GROUP#313 · 10,369 sh | 10,369 | $518.2K | — | New |
| 314 | Diversified#314 · 10,305 sh | 10,305 | $515.0K | <0.01% | -57.8% |
| 315 | DAYMARK WEALTH PARTNERS#315 · 10,060 sh | 10,060 | $502.8K | 0.01% | +0.1% |
| 316 | MILLER HOWARD INVESTMENTS#316 · 10,005 sh | 10,005 | $500.1K | — | -15.5% |
| 317 | LYNX CAPITAL GROUP LTD#317 · 10,000 sh | 10,000 | $499.8K | 0.20% | 0.0% |
| 318 | PARSONS CAPITAL MANAGEMENT#318 · 10,000 sh | 10,000 | $499.8K | 0.02% | 0.0% |
| 319 | TRANSCEND WEALTH COLLECTIVE#319 · 9,909 sh | 9,909 | $495.3K | 0.03% | +85.0% |
| 320 | KWMG#320 · 9,906 sh | 9,906 | $495.1K | — | -2.7% |
| 321 | Swiss Life Asset Management Ltd#321 · 9,879 sh | 9,879 | $493.8K | <0.01% | -1.7% |
| 322 | Parallel Advisors#322 · 9,639 sh | 9,639 | $481.8K | <0.01% | -41.7% |
| 323 | Brown Financial Advisors#323 · 9,621 sh | 9,621 | $480.9K | 0.17% | -1.0% |
| 324 | Bay Colony Advisory Group, d/b/a Bay Colony Advisors#324 · 9,466 sh | 9,466 | $473.1K | 0.05% | 0.0% |
| 325 | UMB Bank, n.a.#325 · 9,181 sh | 9,181 | $458.9K | <0.01% | +9.8% |
| 326 | Kestra Advisory Services#326 · 9,004 sh | 9,004 | $450.0K | <0.01% | New |
| 327 | EQUITABLE#327 · 9,000 sh | 9,000 | $449.8K | — | -38.8% |
| 328 | COLDSTREAM CAPITAL MANAGEMENT#328 · 8,900 sh | 8,900 | $444.8K | <0.01% | -1.0% |
| 329 | WILLIAM BLAIR INVESTMENT MANAGEMENT#329 · 8,873 sh | 8,873 | $443.5K | <0.01% | +0.4% |
| 330 | Brevan Howard Capital Management#330 · 8,841 sh | 8,841 | $441.9K | <0.01% | -72.7% |
| 331 | Yelin Lapidot Management Ltd.#331 · 8,652 sh | 8,652 | $432.4K | — | 0.0% |
| 332 | Bayesian Capital Management#332 · 8,600 sh | 8,600 | $429.8K | 0.27% | New |
| 333 | Western Wealth Management#333 · 8,579 sh | 8,579 | $428.8K | 0.01% | -1.0% |
| 334 | MISSION WEALTH MANAGEMENT#334 · 8,334 sh | 8,334 | $416.5K | — | New |
| 335 | Farther Finance Advisors#335 · 8,304 sh | 8,304 | $412.0K | — | -13.6% |
| 336 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C.#336 · 8,219 sh | 8,219 | $410.8K | 0.03% | New |
| 337 | Maryland State Retirement & Pension System#337 · 8,158 sh | 8,158 | $407.7K | <0.01% | 0.0% |
| 338 | Utah Retirement Systems#338 · 8,093 sh | 8,093 | $404.5K | <0.01% | 0.0% |
| 339 | Arnhold#339 · 8,000 sh | 8,000 | $399.8K | — | 0.0% |
| 340 | Carmel Capital Partners#340 · 7,939 sh | 7,939 | $396.8K | 0.13% | -0.1% |
| 341 | Allspring Global Investments#341 · 7,594 sh | 7,594 | $389.6K | <0.01% | -39.5% |
| 342 | Sanctuary Advisors#342 · 7,706 sh | 7,706 | $385.1K | <0.01% | New |
| 343 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#343 · 7,579 sh | 7,579 | $378.8K | <0.01% | -21.5% |
| 344 | Alteri Wealth#344 · 7,579 sh | 7,579 | $378.8K | 0.10% | 0.0% |
| 345 | Frec Markets#345 · 7,570 sh | 7,570 | $378.3K | 0.03% | +0.7% |
| 346 | Crewe Advisors#346 · 7,546 sh | 7,546 | $377.1K | 0.03% | 0.0% |
| 347 | Boston Walden#347 · 7,500 sh | 7,500 | $374.9K | <0.01% | 0.0% |
| 348 | DnB Asset Management AS#348 · 7,419 sh | 7,419 | $370.8K | <0.01% | 0.0% |
| 349 | PINNACLE ASSOCIATES LTD#349 · 7,412 sh | 7,412 | $370.4K | — | -16.5% |
| 350 | Meeder Advisory Services#350 · 7,383 sh | 7,383 | $369.0K | 0.01% | -17.5% |
| 351 | West Family Investments#351 · 7,367 sh | 7,367 | $368.2K | 0.11% | New |
| 352 | JACKSON THORNTON WEALTH MANAGEMENT#352 · 7,280 sh | 7,280 | $363.9K | 0.03% | New |
| 353 | Carnegie Investment Counsel#353 · 7,256 sh | 7,256 | $362.7K | — | -5.8% |
| 354 | Virtu Financial#354 · 7,201 sh | 7,201 | $360.0K | 0.01% | New |
| 355 | Stokes Family Office#355 · 7,155 sh | 7,155 | $357.6K | 0.04% | -0.2% |
| 356 | Perpetual Ltd#356 · 7,049 sh | 7,049 | $352.3K | — | -98.9% |
| 357 | Caerus Investment Advisors#357 · 7,006 sh | 7,006 | $350.2K | 0.12% | +18.6% |
| 358 | Cooper Financial Group#358 · 6,991 sh | 6,991 | $349.4K | — | +0.9% |
| 359 | HANTZ FINANCIAL SERVICES#359 · 6,968 sh | 6,968 | $348.0K | <0.01% | +91.0% |
| 360 | Hennion & Walsh Asset Management#360 · 6,872 sh | 6,872 | $343.5K | — | -8.6% |
| 361 | Parcion Private Wealth#361 · 6,704 sh | 6,704 | $335.1K | 0.02% | New |
| 362 | Sentinus#362 · 6,682 sh | 6,682 | $334.0K | 0.03% | -13.6% |
| 363 | Janney Montgomery Scott#363 · 6,654 sh | 6,654 | $333.0K | <0.01% | +1.0% |
| 364 | AlphaGrep UK Ltd#364 · 6,632 sh | 6,632 | $331.5K | 0.10% | -44.3% |
| 365 | Sivia Capital Partners#365 · 6,628 sh | 6,628 | $331.3K | 0.04% | New |
| 366 | LEVIN CAPITAL STRATEGIES, L.P.#366 · 6,500 sh | 6,500 | $324.9K | 0.02% | New |
| 367 | EverSource Wealth Advisors#367 · 6,460 sh | 6,460 | $322.9K | 0.01% | -77.6% |
| 368 | ProShare Advisors#368 · 6,452 sh | 6,452 | $322.5K | <0.01% | -2.7% |
| 369 | DekaBank Deutsche Girozentrale#369 · 7,864 sh | 7,864 | $319.0K | — | 0.0% |
| 370 | GREENLEAF#370 · 6,347 sh | 6,347 | $317.2K | <0.01% | +5.3% |
| 371 | BFSG#371 · 6,325 sh | 6,325 | $316.1K | 0.03% | -3.1% |
| 372 | CIBC Asset Management#372 · 6,322 sh | 6,322 | $316.0K | <0.01% | -4.9% |
| 373 | Maple Capital Management#373 · 6,316 sh | 6,316 | $315.7K | 0.02% | 0.0% |
| 374 | PANAGORA ASSET MANAGEMENT#374 · 6,157 sh | 6,157 | $307.7K | <0.01% | +19.4% |
| 375 | BEACON INVESTMENT ADVISORY SERVICES#375 · 6,112 sh | 6,112 | $305.5K | — | -67.8% |
| 376 | Magnetar Financial#376 · 6,085 sh | 6,085 | $304.1K | <0.01% | -76.3% |
| 377 | FIRST NATIONAL BANK OF OMAHA#377 · 6,200 sh | 6,200 | $302.4K | <0.01% | 0.0% |
| 378 | EVERGREEN CAPITAL MANAGEMENT#378 · 6,041 sh | 6,041 | $301.9K | — | New |
| 379 | SEARLE#379 · 6,000 sh | 6,000 | $299.9K | 0.07% | 0.0% |
| 380 | First National Bank of Hutchinson#380 · 5,911 sh | 5,911 | $295.4K | 0.16% | 0.0% |
| 381 | Savant Capital#381 · 5,836 sh | 5,836 | $295.1K | <0.01% | New |
| 382 | Rockefeller Capital Management L.P.#382 · 5,853 sh | 5,853 | $292.6K | <0.01% | +23.6% |
| 383 | PFG Investments#383 · 5,838 sh | 5,838 | $291.8K | 0.01% | -2.2% |
| 384 | WHITENER CAPITAL MANAGEMENT#384 · 5,645 sh | 5,645 | $282.1K | — | -2.9% |
| 385 | Ethic#385 · 5,606 sh | 5,606 | $280.2K | <0.01% | -6.8% |
| 386 | MKT Advisors#386 · 5,275 sh | 5,275 | $278.6K | — | 0.0% |
| 387 | Union Bancaire Privee, UBP SA#387 · 5,863 sh | 5,863 | $277.3K | <0.01% | -9.0% |
| 388 | Steward Partners Investment Advisory#388 · 5,478 sh | 5,478 | $273.8K | <0.01% | -6.5% |
| 389 | Hamilton Capital Partners#389 · 5,455 sh | 5,455 | $272.6K | <0.01% | -19.0% |
| 390 | SHELTON CAPITAL MANAGEMENT#390 · 5,447 sh | 5,447 | $272.2K | <0.01% | 0.0% |
| 391 | RITHOLTZ WEALTH MANAGEMENT#391 · 5,444 sh | 5,444 | $272.1K | <0.01% | New |
| 392 | Apollon Wealth Management#392 · 5,434 sh | 5,434 | $271.6K | — | New |
| 393 | M.E. ALLISON#393 · 5,400 sh | 5,400 | $269.9K | — | 0.0% |
| 394 | Vident Advisory#394 · 5,400 sh | 5,400 | $269.9K | <0.01% | -17.3% |
| 395 | VestGen Advisors#395 · 5,361 sh | 5,361 | $267.9K | <0.01% | +6.7% |
| 396 | CARRET ASSET MANAGEMENT#396 · 5,340 sh | 5,340 | $266.9K | 0.02% | +2.3% |
| 397 | Americana Partners#397 · 5,309 sh | 5,309 | $265.3K | <0.01% | New |
| 398 | Advisory Services Network#398 · 5,294 sh | 5,294 | $264.6K | <0.01% | -25.0% |
| 399 | Compound Planning#399 · 5,252 sh | 5,252 | $262.5K | <0.01% | +7.6% |
| 400 | Fifth Third Wealth Advisors#400 · 5,237 sh | 5,237 | $261.7K | — | +1.5% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.