13F · JEFFERIES FINANCIAL GROUP IN
JEF institutional ownership and 13F activity
Track JEF institutional ownership through SEC 13F filings, including top shareholders, reported positions, portfolio weights, buys, sells, and quarterly holding trends.
Historical filing data, not live positions.Snapshot generated Sep 12, 2026 from SEC EDGAR 13F-HR information tables. 13F reports can arrive up to 45 days after quarter-end and omit many asset types.
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JEF Institutional Ownership Snapshot
See how many institutions reported JEF, their combined market value, ownership concentration, and latest position changes.
Active holders1
Reported value$21.7M
Top 5 concentration100.0%
New holders0
Reduced holders0
Exited holders0
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JEF Ownership Takeaways
Highlights from the latest JEF 13F filings, including the largest holder, biggest increase, largest reduction, and ownership concentration.
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Who Owns JEF? Institutional Holders
Compare 1 current and exited JEF positions by manager, shares, reported market value, portfolio weight, and quarter-over-quarter change.
| Manager | Shares | Reported value | Portfolio weight | Share change | Status |
|---|---|---|---|---|---|
| Warren Buffett / Berkshire HathawayJun 30, 2026 · CIK 0001067983 | 433,558 | $21.7M | 0.01% | 0.0% | Unchanged |
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JEF Institutional Buying and Selling
See which institutions opened, increased, reduced, or exited JEF positions compared with their previous 13F filing.
New 0
No holders in this category.
Increased 0
No holders in this category.
Reduced 0
No holders in this category.
Exited 0
No holders in this category.
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Types of Institutional Holders
Compare concentrated funds, diversified managers, and broad portfolios that reported JEF. Categories are based on portfolio breadth, not SEC classifications.
Concentrated managers1
tracked holders06
JEF Institutional Ownership by Quarter
Follow reported JEF holders, shares, and market value across recent quarters. The institutions included may vary by filing period.
Q2 20261 holders
$21.7M433,558 sharesQ1 20261 holders
$17.9M433,558 sharesQ4 20251 holders
$26.9M433,558 sharesQ3 20251 holders
$28.4M433,558 sharesQ2 20251 holders
$23.7M433,558 shares| Quarter | Holders | Reported value | Shares | New | Exits |
|---|---|---|---|---|---|
| Jun 30, 2026 | 1 | $21.7M | 433,558 | 0 | 0 |
| Mar 31, 2026 | 1 | $17.9M | 433,558 | 0 | 0 |
| Dec 31, 2025 | 1 | $26.9M | 433,558 | 0 | 0 |
| Sep 30, 2025 | 1 | $28.4M | 433,558 | 0 | 0 |
| Jun 30, 2025 | 1 | $23.7M | 433,558 | 0 | 0 |
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Stocks Held by Similar Institutions
Discover other stocks reported by institutions that also hold JEF, and compare holder counts, market value, and concentration.
3 tracked rowsAAPLAPPLE INC · $66.3B1 tracked rowsAXPAMERICAN EXPRESS CO · $51.3B8 tracked rowsGOOGLALPHABET INC · $32.6B2 tracked rowsKOCOCA COLA CO · $32.5B1 tracked rowsBACBANK OF AMER CORP · $27.5B1 tracked rowsCVXCHEVRON CORPORATION · $14B1 tracked rowsOXYOCCIDENTAL PETE CORP · $12.9B2 tracked rowsCBCHUBB LIMITED · $11.7B
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Common Questions About JEF
Who is the largest tracked institutional holder of JEF?
Berkshire Hathaway is the largest active holder in the current JEF sample, reporting $21.7M. The JEF holder table ranks every matched manager.
Which institution increased its JEF position the most?
No tracked institution reported an increase or new JEF position in the current cycle.
Which institution reduced or exited JEF most significantly?
No tracked institution reported a reduction or exit in JEF during the current cycle.
Did new holders enter or existing holders exit JEF?
0 new holders entered and 0 holders fully exited in the current filing cycle. Counts reflect the SEC 13F filings currently included on BasisPilot.
How concentrated is tracked ownership in JEF?
The five largest tracked holders account for 100.0% of aggregate reported JEF value. This is concentration within the tracked sample, not the entire market.
How has tracked ownership in JEF changed across four quarters?
From the oldest comparable quarter to the latest, aggregate reported JEF value among tracked managers decreased by 8.6%. Manager coverage can vary by quarter.
What company evidence should be checked alongside JEF's 13F changes?
Review JEFFERIES FINANCIAL GROUP IN's latest earnings, SEC filings, guidance, capital allocation, and material company events. Delayed 13F data alone cannot confirm that a manager still holds the same position today.
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Sources and Methodology
Source: SEC EDGAR Form 13F-HR information tables. Positions are grouped by investment manager and ticker, then compared with the prior available filing. 13F data is delayed, historical, and does not represent a manager's complete or current portfolio.