Who Owns Jefferies Financial Group Inc
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Jefferies Financial Group Inc.
Who crossed 5% of JEF →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Gradient Investments LLCCOM351.6K shadded | $16.1M |
| KWMG, LLCCOM8.9K shtrimmed | $408.9K |
| Farther Finance Advisors, LLCStock8.7K shadded | $396.5K |
| Cooper Financial GroupCOM7K shadded | $321.8K |
| M.E. ALLISON & CO., INC.COM5.4K shheld | $246.9K |
| RIVERSEDGE ADVISORS, LLCCOM5.1K shtrimmed | $231.3K |
| GAMMA Investing LLCCommon Stock1.7K shadded | $78.2K |
| EASTERN BANKCOM679 shheld | $31.1K |
| ELEVATION WEALTH PARTNERS, LLCCOM307 shadded | $14K |
| AMERICAN NATIONAL BANK & TRUSTCOM251 sh— | $11.5K |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock210 shtrimmed | $9.6K |
| Marquette Asset Management, LLCCOM68 shheld | $3.1K |
| ARMSTRONG ADVISORY GROUP, INCCOM50 shheld | $2.3K |
| Wealth Enhancement Trust Services, Inc.COM6 shheld | $274 |
| CoreCap Advisors, LLCStock5 shtrimmed | $229 |
| GILPIN WEALTH MANAGEMENT, LLCCOM1 sh— | $46 |
| Davis Capital ManagementStock1 sh— | $46 |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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