17 institutions reported holding $69.2M of JEFFERIES FINANCIAL GROUP IN (JEF) in SEC 13F filings for 2026-06-30. Largest institutional holders: Assenagon Asset Management S.A. ($51.4M), Gradient Investments LLC ($15.4M), KWMG, LLC ($495,110), Cooper Financial Group ($349,408), Hennion & Walsh Asset Management, Inc. ($343,463). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Assenagon Asset Management S.A. | $51.4M | 1.0M | Trimmed |
| 2 | Gradient Investments LLC | $15.4M | 308,894 | Added |
| 3 | KWMG, LLC | $495,110 | 9,906 | Trimmed |
| 4 | Cooper Financial Group | $349,408 | 6,991 | Added |
| 5 | Hennion & Walsh Asset Management, Inc. | $343,463 | 6,872 | Trimmed |
| 6 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $305,478 | 6,112 | Trimmed |
| 7 | M.E. ALLISON & CO., INC. | $269,892 | 5,400 | Hold |
| 8 | Bison Wealth, LLC | $253,495 | 4,622 | Added |
| 9 | SANDERS MORRIS HARRIS LLC | $209,916 | 4,200 | New |
| 10 | Versant Capital Management, Inc | $46,381 | 928 | Added |
| 11 | GAMMA Investing LLC | $45,882 | 918 | Added |
| 12 | EASTERN BANK | $33,936 | 679 | Hold |
| 13 | CX Institutional | $27,000 | 547 | Added |
| 14 | CoreCap Advisors, LLC | $19,492 | 390 | Added |
| 15 | MassMutual Private Wealth & Trust, FSB | $16,593 | 332 | Trimmed |
| 16 | ELEVATION WEALTH PARTNERS, LLC | $9,397 | 188 | New |
| 17 | Beaird Harris Wealth Management, LLC | $250 | 5 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30