JEFFERIES FINANCIAL GROUP IN (JEF) Institutional Ownership
JEF is currently held by 3 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $31.18M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is Berkshire Hathaway, which reported ownership valued at approximately $17.89M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Berkshire Hathaway's JEF position is now estimated to be worth approximately $26.83M, representing an estimated gain of +49.94% since the filing period.
Major shareholders tracked on this page include Berkshire Hathaway, Sequoia Financial Advisors, Chou Associates Management, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks institutional holding trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward JEFFERIES FINANCIAL GROUP IN (JEF).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 3 | $31,178,028 | 755,465 |
| Q4 2025 | 3 | $38,492,637 | 621,150 |
| Q3 2025 | 3 | $40,268,102 | 615,532 |
| Q2 2025 | 4 | $62,979,867 | 1,151,579 |
| Q1 2025 | 4 | $68,124,918 | 1,271,699 |
| Q4 2024 | 3 | $46,131,824 | 588,416 |
| Q3 2024 | 5 | $112,826,488 | 1,833,087 |
| Q2 2024 | 5 | $149,699,693 | 3,008,434 |
| Q1 2024 | 3 | $145,417,642 | 3,297,452 |
| Q4 2023 | 4 | $150,091,776 | 3,939,587 |
| Q3 2023 | 2 | $117,057,649 | 3,195,677 |
| Q2 2023 | 3 | $114,184,948 | 3,459,688 |
Related JEF Institutional Insights:
- JEF Institutional Ownership & Insiders Activity
- JEF Institutional Ownership & 13F Activity
- JEF Top Institutional Shareholders
- JEF Institutional Buying Activity
- JEF Institutional Selling Activity
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- JEF Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings