Jefferies Financial Group Inc. (JEF) — Institutional Holders, Q2 2026 (page 5)
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 401 to 500. 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 401–500 of 591
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | RIVERSEDGE ADVISORS#401 · 5,141 sh | 5,141 | $256.9K | — | New |
| 402 | Facet Wealth#402 · 5,113 sh | 5,113 | $255.5K | <0.01% | New |
| 403 | RMB Capital Management#403 · 5,108 sh | 5,108 | $255.3K | <0.01% | New |
| 404 | Bison Wealth#404 · 4,622 sh | 4,622 | $253.5K | — | +13.6% |
| 405 | Mitsubishi UFJ & Banking#405 · 5,003 sh | 5,003 | $250.1K | <0.01% | -89.5% |
| 406 | Graham Capital Management, L.P.#406 · 4,989 sh | 4,989 | $249.3K | <0.01% | New |
| 407 | CREATIVE FINANCIAL DESIGNS#407 · 4,984 sh | 4,984 | $249.1K | 0.01% | +27.3% |
| 408 | FAMILY WEALTH PARTNERS#408 · 4,888 sh | 4,888 | $244.3K | — | New |
| 409 | QTR Family Wealth#409 · 4,854 sh | 4,854 | $242.6K | 0.08% | New |
| 410 | MBM WEALTH CONSULTANTS#410 · 4,851 sh | 4,851 | $242.5K | — | -85.0% |
| 411 | TRUIST FINANCIAL#411 · 4,786 sh | 4,786 | $239.2K | <0.01% | -17.8% |
| 412 | Checchi Capital Advisers#412 · 4,785 sh | 4,785 | $239.2K | 0.01% | New |
| 413 | Pure Financial Advisors#413 · 4,674 sh | 4,674 | $233.6K | <0.01% | New |
| 414 | Toroso Investments#414 · 4,654 sh | 4,654 | $232.6K | <0.01% | -55.4% |
| 415 | Copley Financial Group#415 · 4,650 sh | 4,650 | $232.4K | 0.14% | -36.6% |
| 416 | IFP Advisors#416 · 4,646 sh | 4,646 | $232.2K | — | +25.2% |
| 417 | Kera Capital Partners#417 · 4,616 sh | 4,616 | $230.7K | 0.02% | -24.0% |
| 418 | Sage Capital Management#418 · 4,571 sh | 4,571 | $228.5K | — | New |
| 419 | Essential Partners#419 · 4,569 sh | 4,569 | $228.4K | — | +210.2% |
| 420 | Sterling Capital Management#420 · 4,561 sh | 4,561 | $228.0K | — | +9.9% |
| 421 | Colter Lewis Investment Partners#421 · 4,556 sh | 4,556 | $227.7K | 0.10% | New |
| 422 | North Dakota State Investment Board#422 · 4,553 sh | 4,553 | $227.6K | — | New |
| 423 | Essex Financial Services#423 · 4,502 sh | 4,502 | $225.0K | 0.01% | -7.3% |
| 424 | Inscription Capital#424 · 4,483 sh | 4,483 | $224.1K | 0.02% | New |
| 425 | Trivium Point Advisory#425 · 4,480 sh | 4,480 | $223.9K | 0.02% | New |
| 426 | STEINBERGANNA WEALTH MANAGEMENT#426 · 4,475 sh | 4,475 | $223.7K | — | New |
| 427 | Proficio Capital Partners#427 · 4,453 sh | 4,453 | $222.6K | <0.01% | New |
| 428 | Quent Capital#428 · 4,361 sh | 4,361 | $218.0K | 0.01% | +13.6% |
| 429 | Concurrent Investment Advisors#429 · 4,341 sh | 4,341 | $217.0K | — | New |
| 430 | DV Trading#430 · 4,304 sh | 4,304 | $215.1K | <0.01% | New |
| 431 | PRAXIS INVESTMENT MANAGEMENT#431 · 4,311 sh | 4,311 | $215.0K | 0.01% | New |
| 432 | MML INVESTORS SERVICES#432 · 4,282 sh | 4,282 | $214.0K | <0.01% | -55.9% |
| 433 | SANDERS MORRIS HARRIS#433 · 4,200 sh | 4,200 | $209.9K | — | New |
| 434 | Capstone Wealth Management#434 · 4,182 sh | 4,182 | $209.0K | 0.10% | New |
| 435 | Wedmont Private Capital#435 · 3,942 sh | 3,942 | $205.3K | — | New |
| 436 | MAINSAIL ASSET MANAGEMENT#436 · 3,742 sh | 3,742 | $205.3K | — | New |
| 437 | Soltis Investment Advisors#437 · 4,016 sh | 4,016 | $200.7K | 0.01% | New |
| 438 | MONETARY MANAGEMENT GROUP#438 · 3,500 sh | 3,500 | $174.9K | 0.04% | New |
| 439 | JONES FINANCIAL COMPANIES LLLP#439 · 3,484 sh | 3,484 | $171.1K | <0.01% | +150.6% |
| 440 | SIGNATUREFD#440 · 3,201 sh | 3,201 | $160.0K | — | -16.5% |
| 441 | STRS OHIO#441 · 3,196 sh | 3,196 | $159.7K | <0.01% | -12.7% |
| 442 | Ronald Blue#442 · 3,069 sh | 3,069 | $153.4K | — | -1.0% |
| 443 | Newbridge Financial Services Group#443 · 2,900 sh | 2,900 | $144.9K | — | 0.0% |
| 444 | Walleye Trading#444 · 2,869 sh | 2,869 | $143.4K | <0.01% | New |
| 445 | STOREBRAND ASSET MANAGEMENT AS#445 · 2,813 sh | 2,813 | $140.6K | <0.01% | 0.0% |
| 446 | Leonteq Securities AG#446 · 2,699 sh | 2,699 | $134.9K | <0.01% | -66.8% |
| 447 | OLD POINT & FINANCIAL SERVICES N A#447 · 2,592 sh | 2,592 | $129.5K | 0.04% | 0.0% |
| 448 | BNP Paribas Asset Management Holding S.A.#448 · 2,391 sh | 2,391 | $119.5K | <0.01% | -17.2% |
| 449 | TIAA Wealth Investment Management#449 · 2,287 sh | 2,287 | $114.3K | <0.01% | 0.0% |
| 450 | True Wealth Design#450 · 2,158 sh | 2,158 | $107.9K | — | +61.5% |
| 451 | Larson Financial Group#451 · 2,144 sh | 2,144 | $107.2K | <0.01% | +19.8% |
| 452 | Institute for Wealth Management#452 · 2,119 sh | 2,119 | $105.9K | <0.01% | New |
| 453 | HARBOUR INVESTMENTS#453 · 2,051 sh | 2,051 | $102.5K | <0.01% | +0.8% |
| 454 | Private Wealth Asset Management#454 · 2,040 sh | 2,040 | $102.0K | <0.01% | 0.0% |
| 455 | Twin Tree Management#455 · 1,744 sh | 1,744 | $87.2K | <0.01% | New |
| 456 | Geneos Wealth Management#456 · 1,633 sh | 1,633 | $81.6K | <0.01% | +0.1% |
| 457 | Strategic Wealth Partners, Ltd.#457 · 1,559 sh | 1,559 | $77.9K | <0.01% | -92.0% |
| 458 | BESSEMER GROUP#458 · 1,498 sh | 1,498 | $75.0K | <0.01% | +45.3% |
| 459 | VSM Wealth Advisory#459 · 1,488 sh | 1,488 | $74.4K | 0.02% | 0.0% |
| 460 | Oakworth Capital#460 · 1,431 sh | 1,431 | $73.4K | — | 0.0% |
| 461 | ACTION POINT FINANCIAL PLANNING#461 · 1,471 sh | 1,471 | $73.3K | <0.01% | New |
| 462 | Colonial / SC#462 · 1,388 sh | 1,388 | $69.4K | <0.01% | 0.0% |
| 463 | NOMURA ASSET MANAGEMENT LTD#463 · 1,300 sh | 1,300 | $65.0K | <0.01% | -49.4% |
| 464 | HM PAYSON#464 · 1,300 sh | 1,300 | $65.0K | <0.01% | -13.3% |
| 465 | Glen Eagle Advisors#465 · 1,277 sh | 1,277 | $63.8K | <0.01% | +0.1% |
| 466 | ALBION FINANCIAL GROUP#466 · 1,260 sh | 1,260 | $63.0K | — | 0.0% |
| 467 | Walleye Capital#467 · 1,219 sh | 1,219 | $60.9K | <0.01% | -99.0% |
| 468 | Covestor Ltd#468 · 1,167 sh | 1,167 | $58.0K | 0.03% | +179.9% |
| 469 | Washington Advisors#469 · 932 sh | 932 | $46.6K | — | 0.0% |
| 470 | Parkside Financial Bank#470 · 928 sh | 928 | $46.4K | — | +97.9% |
| 471 | Versant Capital Management#471 · 928 sh | 928 | $46.4K | — | +300.0% |
| 472 | GAMMA Investing#472 · 918 sh | 918 | $45.9K | — | +9.9% |
| 473 | ASSETMARK#473 · 915 sh | 915 | $45.7K | — | +142.7% |
| 474 | Basecamp Wealth Advisors#474 · 878 sh | 878 | $43.9K | <0.01% | +10.3% |
| 475 | SJS Investment Consulting#475 · 865 sh | 865 | $43.2K | — | +82.5% |
| 476 | Purpose Unlimited#476 · 850 sh | 850 | $42.5K | <0.01% | 0.0% |
| 477 | Smartleaf Asset Management#477 · 849 sh | 849 | $41.4K | <0.01% | 0.0% |
| 478 | OF VERMONT#478 · 785 sh | 785 | $39.2K | — | — |
| 479 | High Note Wealth#479 · 770 sh | 770 | $38.5K | <0.01% | 0.0% |
| 480 | Global Retirement Partners#480 · 727 sh | 727 | $36.3K | <0.01% | — |
| 481 | Deseret Mutual Benefit Administrators#481 · 683 sh | 683 | $34.1K | 0.01% | 0.0% |
| 482 | LOS ANGELES CAPITAL MANAGEMENT#482 · 682 sh | 682 | $34.1K | <0.01% | 0.0% |
| 483 | EASTERN BANK#483 · 679 sh | 679 | $33.9K | — | 0.0% |
| 484 | Altshuler Shaham Ltd#484 · 552 sh | 552 | $27.6K | <0.01% | New |
| 485 | CHILTON CAPITAL MANAGEMENT#485 · 550 sh | 550 | $27.5K | <0.01% | 0.0% |
| 486 | CX Institutional#486 · 547 sh | 547 | $27.0K | — | +77.6% |
| 487 | Smithfield#487 · 439 sh | 439 | $22.0K | <0.01% | 0.0% |
| 488 | Moisand Fitzgerald Tamayo#488 · 433 sh | 433 | $21.6K | — | 0.0% |
| 489 | Westside Investment Management#489 · 421 sh | 421 | $21.0K | <0.01% | 0.0% |
| 490 | HUNTINGTON NATIONAL BANK#490 · 406 sh | 406 | $20.3K | <0.01% | +2.0% |
| 491 | Wealth Enhancement Services#491 · 405 sh | 405 | $20.2K | — | +6650.0% |
| 492 | Mitsubishi UFJ Asset Management , Ltd.#492 · 395 sh | 395 | $19.7K | 0.00% | 0.0% |
| 493 | CoreCap Advisors#493 · 390 sh | 390 | $19.5K | — | +7700.0% |
| 494 | HORIZON FINANCIAL SERVICES#494 · 385 sh | 385 | $19.2K | <0.01% | New |
| 495 | Eurizon Capital SGR S.p.A.#495 · 365 sh | 365 | $17.8K | 0.00% | 0.0% |
| 496 | CVA Family Office#496 · 355 sh | 355 | $17.7K | <0.01% | +322.6% |
| 497 | PEREGRINE CAPITAL MANAGEMENT#497 · 340 sh | 340 | $17.0K | <0.01% | 0.0% |
| 498 | MassMutual Private Wealth & , FSB#498 · 332 sh | 332 | $16.6K | — | -71.2% |
| 499 | GHP Investment Advisors#499 · 328 sh | 328 | $16.4K | — | 0.0% |
| 500 | LRI Investments#500 · 323 sh | 323 | $16.1K | <0.01% | +5.2% |
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.