JEF — Jefferies Financial Group In Institutional Holders · Q3 2026
Who owns Jefferies Financial Group In (JEF)? 22 institutions reported holding $17.90M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Gradient Investments LLC ($16.1M), Kwmg, LLC ($408,939), Farther Finance Advisors, LLC ($396,520).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Gradient Investments LLC | $16.1M | 351,573 | Added |
| 2 | KWMG, LLC | $408,939 | 8,942 | Trimmed |
| 3 | Farther Finance Advisors, LLC | $396,520 | 8,671 | Added |
| 4 | Cooper Financial Group | $321,768 | 7,036 | Added |
| 5 | M.E. ALLISON & CO., INC. | $246,942 | 5,400 | Hold |
| 6 | RIVERSEDGE ADVISORS, LLC | $231,302 | 5,058 | Trimmed |
| 7 | GAMMA Investing LLC | $78,153 | 1,709 | Added |
| 8 | Versant Capital Management, Inc | $46,096 | 1,008 | Added |
| 9 | EASTERN BANK | $31,051 | 679 | Hold |
| 10 | CX Institutional | $21,000 | 457 | Trimmed |
| 11 | ELEVATION WEALTH PARTNERS, LLC | $14,040 | 307 | Added |
| 12 | AMERICAN NATIONAL BANK & TRUST | $11,478 | 251 | New |
| 13 | MassMutual Private Wealth & Trust, FSB | $9,603 | 210 | Trimmed |
| 14 | Marquette Asset Management, LLC | $3,110 | 68 | Hold |
| 15 | ARMSTRONG ADVISORY GROUP, INC | $2,287 | 50 | Hold |
| 16 | Planning Strategies Inc. | $1,509 | 33 | Trimmed |
| 17 | GoalVest Advisory LLC | $777 | 17 | New |
| 18 | Wealth Enhancement Trust Services, Inc. | $274 | 6 | Trimmed |
| 19 | CoreCap Advisors, LLC | $229 | 5 | Trimmed |
| 20 | Davis Capital Management | $46 | 1 | New |
| 21 | GILPIN WEALTH MANAGEMENT, LLC | $46 | 1 | New |
| 22 | Wedmont Private Capital | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30