Jefferies Financial Group Inc. (JEF) — Institutional Holders, Q2 2026 (page 6)
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 501 to 591. 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 501–591 of 591
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | FIRST HORIZON NATIONAL#501 · 288 sh | 288 | $14.4K | — | 0.0% |
| 502 | Wilkerson Advisory Group#502 · 264 sh | 264 | $13.2K | — | -29.2% |
| 503 | JFS WEALTH ADVISORS#503 · 257 sh | 257 | $12.8K | <0.01% | +1.2% |
| 504 | Owl Creek Wealth Partners#504 · 252 sh | 252 | $12.6K | — | 0.0% |
| 505 | Essential Investment Partners#505 · 250 sh | 250 | $12.5K | — | 0.0% |
| 506 | North Star Investment Management#506 · 240 sh | 240 | $12.0K | — | 0.0% |
| 507 | WHITTIER#507 · 201 sh | 201 | $11.0K | <0.01% | 0.0% |
| 508 | Keating Financial Advisory Services#508 · 208 sh | 208 | $10.4K | <0.01% | +38.7% |
| 509 | New England Capital Financial Advisors#509 · 208 sh | 208 | $10.4K | <0.01% | +1.0% |
| 510 | TSFG#510 · 205 sh | 205 | $10.0K | — | 0.0% |
| 511 | DANSKE BANK A/S#511 · 200 sh | 200 | $10.0K | 0.00% | 0.0% |
| 512 | Jones Collombin Investment Counsel#512 · 240 sh | 240 | $9.9K | <0.01% | 0.0% |
| 513 | ZRC WEALTH MANAGEMENT#513 · 188 sh | 188 | $9.4K | — | New |
| 514 | Fortitude Family Office#514 · 185 sh | 185 | $9.2K | — | +6.9% |
| 515 | JPL Wealth Management#515 · 176 sh | 176 | $8.8K | <0.01% | +8.0% |
| 516 | Rossby Financial, LCC#516 · 151 sh | 151 | $7.5K | <0.01% | +0.7% |
| 517 | Vanguard National#517 · 149 sh | 149 | $7.4K | <0.01% | New |
| 518 | SBI Securities , Ltd.#518 · 147 sh | 147 | $7.3K | — | -14.5% |
| 519 | FARMERS & MERCHANTS INVESTMENTS#519 · 146 sh | 146 | $7.3K | — | 0.0% |
| 520 | CENTRAL#520 · 140 sh | 140 | $7.0K | <0.01% | -12.5% |
| 521 | COUNTRY BANK#521 · 132 sh | 132 | $6.6K | <0.01% | 0.0% |
| 522 | Activest Wealth Management#522 · 121 sh | 121 | $6.0K | — | -4.0% |
| 523 | COMPASS FINANCIAL MANAGEMENT#523 · 100 sh | 100 | $5.6K | <0.01% | — |
| 524 | Silver Grove Financial Group#524 · 105 sh | 105 | $5.2K | <0.01% | New |
| 525 | Bruce G. Allen Investments#525 · 103 sh | 103 | $5.1K | <0.01% | 0.0% |
| 526 | Daiwa Securities Group#526 · 97 sh | 97 | $4.8K | 0.00% | -99.2% |
| 527 | PRIVATE NA#527 · 92 sh | 92 | $4.6K | — | 0.0% |
| 528 | Buck Wealth Strategies#528 · 89 sh | 89 | $4.4K | <0.01% | New |
| 529 | Rialto Wealth Management#529 · 78 sh | 78 | $3.9K | <0.01% | +680.0% |
| 530 | Manchester Capital Management#530 · 70 sh | 70 | $3.5K | — | -11.4% |
| 531 | Marquette Asset Management#531 · 68 sh | 68 | $3.4K | — | 0.0% |
| 532 | Cornerstone Planning Group#532 · 58 sh | 58 | $3.2K | — | 0.0% |
| 533 | TD PRIVATE CLIENT WEALTH#533 · 62 sh | 62 | $3.1K | <0.01% | 0.0% |
| 534 | Creative Capital Management Investments#534 · 57 sh | 57 | $2.8K | <0.01% | New |
| 535 | WealthCollab#535 · 57 sh | 57 | $2.8K | <0.01% | 0.0% |
| 536 | WEBSTER BANK, N. A.#536 · 55 sh | 55 | $2.7K | <0.01% | 0.0% |
| 537 | MATHER GROUP#537 · 55 sh | 55 | $2.7K | — | 0.0% |
| 538 | ARMSTRONG ADVISORY GROUP#538 · 50 sh | 50 | $2.5K | — | 0.0% |
| 539 | Bay Harbor Wealth Management#539 · 48 sh | 48 | $2.4K | <0.01% | +269.2% |
| 540 | Caitlin John#540 · 45 sh | 45 | $2.3K | <0.01% | -28.6% |
| 541 | Sachetta#541 · 43 sh | 43 | $2.1K | <0.01% | +19.4% |
| 542 | DiNuzzo Private Wealth#542 · 41 sh | 41 | $2.0K | — | +7.9% |
| 543 | Capital Advisors, Ltd.#543 · 39 sh | 39 | $2.0K | <0.01% | +875.0% |
| 544 | HOLLENCREST SECURITIES#544 · 39 sh | 39 | $2.0K | <0.01% | 0.0% |
| 545 | Cromwell#545 · 38 sh | 38 | $1.9K | <0.01% | +153.3% |
| 546 | BROWN BROTHERS HARRIMAN#546 · 37 sh | 37 | $1.8K | 0.00% | 0.0% |
| 547 | Quarry#547 · 37 sh | 37 | $1.8K | <0.01% | -98.9% |
| 548 | Signature Equity Partners#548 · 36 sh | 36 | $1.8K | <0.01% | -2.7% |
| 549 | Planning Strategies#549 · 35 sh | 35 | $1.7K | — | — |
| 550 | Dunhill Financial#550 · 32 sh | 32 | $1.6K | <0.01% | -8.6% |
| 551 | Mosley Wealth Management#551 · 32 sh | 32 | $1.6K | — | +6.7% |
| 552 | SouthState Bank#552 · 30 sh | 30 | $1.5K | <0.01% | +11.1% |
| 553 | HFM Investment Advisors#553 · 27 sh | 27 | $1.4K | <0.01% | +440.0% |
| 554 | Prestige Wealth Management Group#554 · 23 sh | 23 | $1.1K | <0.01% | +27.8% |
| 555 | SHP Wealth Management#555 · 22 sh | 22 | $1.1K | <0.01% | 0.0% |
| 556 | Colonial Advisors#556 · 20 sh | 20 | $1.0K | <0.01% | 0.0% |
| 557 | Pinnacle Wealth Planning Services#557 · 20 sh | 20 | $1.0K | — | -74.4% |
| 558 | N.E.W. Advisory Services#558 · 20 sh | 20 | $1.0K | <0.01% | 0.0% |
| 559 | MCGUIRE CAPITAL ADVISORS#559 · 20 sh | 20 | $1.0K | <0.01% | 0.0% |
| 560 | Torren Management#560 · 19 sh | 19 | $949.00 | <0.01% | 0.0% |
| 561 | DecisionPoint Financial#561 · 18 sh | 18 | $924.00 | — | +50.0% |
| 562 | Bell Investment Advisors#562 · 18 sh | 18 | $900.00 | <0.01% | 0.0% |
| 563 | Bare Financial Services#563 · 15 sh | 15 | $750.00 | <0.01% | 0.0% |
| 564 | Rachor Investment Advisory Services#564 · 14 sh | 14 | $676.00 | <0.01% | +7.7% |
| 565 | FINANCIAL CONSULATE#565 · 13 sh | 13 | $650.00 | — | 0.0% |
| 566 | Principia Wealth Advisory#566 · 13 sh | 13 | $650.00 | <0.01% | 0.0% |
| 567 | Transamerica Financial Advisors#567 · 13 sh | 13 | $649.00 | <0.01% | +44.4% |
| 568 | Financial Management Professionals#568 · 12 sh | 12 | $600.00 | — | 0.0% |
| 569 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#569 · 11 sh | 11 | $550.00 | 0.00% | 0.0% |
| 570 | Bogart Wealth#570 · 10 sh | 10 | $500.00 | 0.00% | New |
| 571 | Kilter Group#571 · 10 sh | 10 | $500.00 | <0.01% | 0.0% |
| 572 | Horizon Investments#572 · 9 sh | 9 | $450.00 | 0.00% | -50.0% |
| 573 | AdvisorNet Financial#573 · 8 sh | 8 | $400.00 | — | +166.7% |
| 574 | Physician Wealth Advisors#574 · 8 sh | 8 | $400.00 | — | New |
| 575 | WOLFF WIESE MAGANA#575 · 5 sh | 5 | $250.00 | — | 0.0% |
| 576 | Beaird Harris Wealth Management#576 · 5 sh | 5 | $250.00 | 0.00% | 0.0% |
| 577 | Hughes Financial Services#577 · 5 sh | 5 | $250.00 | 0.00% | +25.0% |
| 578 | RAFFA WEALTH MANAGEMENT#578 · 4 sh | 4 | $200.00 | 0.00% | New |
| 579 | ROSS\JOHNSON & Associates#579 · 3 sh | 3 | $150.00 | <0.01% | +50.0% |
| 580 | Medallion Wealth Advisors#580 · 3 sh | 3 | $150.00 | 0.00% | New |
| 581 | James T. Borello RIA#581 · 3 sh | 3 | $150.00 | — | 0.0% |
| 582 | ALERUS FINANCIAL NA#582 · 3 sh | 3 | $150.00 | 0.00% | 0.0% |
| 583 | MV CAPITAL MANAGEMENT#583 · 2 sh | 2 | $100.00 | 0.00% | +100.0% |
| 584 | MARYLAND CAPITAL ADVISORS#584 · 2 sh | 2 | $100.00 | — | — |
| 585 | Caitong International Asset Management , Ltd#585 · 2 sh | 2 | $100.00 | 0.00% | New |
| 586 | American Capital Advisory#586 · 2 sh | 2 | $100.00 | 0.00% | -33.3% |
| 587 | Rakuten Securities#587 · 1 sh | 1 | $50.00 | 0.00% | -98.3% |
| 588 | Avion Wealth#588 · 12 sh | 12 | $0.00 | 0.00% | New |
| 589 | Navigoe#589 · 12 sh | 12 | $0.00 | 0.00% | New |
| 590 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#590 · 177,805 sh | 177,805 | — | — | -0.9% |
| 591 | VESTOR CAPITAL#591 · 58,669 sh | 58,669 | — | — | +1162.8% |
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.