Skip to main content

Jefferies Financial Group Inc.

JEF
Exchange
NYSE
Industry
Security Brokers, Dealers & Flotation Companies
SEC CIK
0000096223

In the last 90 days, Jefferies Financial Group Inc. insiders filed 1 open-market purchase and 0 sales; 590 institutions reported holding it in 13F filings for Q2 2026, worth $6.83B in total; superinvestors Berkshire Hathaway and Chou Associates hold it.

13F holders, Q1 2021

Institutional positions in Jefferies Financial Group Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
451
No complete 13F data for Q4 2020
Shares held
171.4M
No complete 13F data for Q4 2020
Total value
$5.16B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting JEF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 451 institutions
Q1 2021: 451 institutionsQ2 2021: 433 institutionsQ3 2021: 474 institutionsQ4 2021: 505 institutionsQ1 2022: 473 institutionsQ2 2022: 428 institutionsQ3 2022: 423 institutionsQ4 2022: 471 institutionsQ1 2023: 464 institutionsQ2 2023: 429 institutionsQ3 2023: 439 institutionsQ4 2023: 475 institutionsQ1 2024: 480 institutionsQ2 2024: 493 institutionsQ3 2024: 534 institutionsQ4 2024: 584 institutionsQ1 2025: 564 institutionsQ2 2025: 557 institutionsQ3 2025: 570 institutionsQ4 2025: 597 institutionsQ1 2026: 561 institutionsQ2 2026: 590 institutions
Value heldQ1 2021: $5.16B
Q1 2021: $5.16BQ2 2021: $5.85BQ3 2021: $6.34BQ4 2021: $6.48BQ1 2022: $5.46BQ2 2022: $4.35BQ3 2022: $4.51BQ4 2022: $5.20BQ1 2023: $4.69BQ2 2023: $4.50BQ3 2023: $4.80BQ4 2023: $5.22BQ1 2024: $5.74BQ2 2024: $6.76BQ3 2024: $8.94BQ4 2024: $12.0BQ1 2025: $7.64BQ2 2025: $7.89BQ3 2025: $9.44BQ4 2025: $9.16BQ1 2026: $5.89BQ2 2026: $6.83B
Institutions holding JEF and their total value by quarter
QuarterHoldersValue
Q2 2026590$6.83B
Q1 2026561$5.89B
Q4 2025597$9.16B
Q3 2025570$9.44B
Q2 2025557$7.89B
Q1 2025564$7.64B
Q4 2024584$12.0B
Q3 2024534$8.94B
Q2 2024493$6.76B
Q1 2024480$5.74B
Q4 2023475$5.22B
Q3 2023439$4.80B
Q2 2023429$4.50B
Q1 2023464$4.69B
Q4 2022471$5.20B
Q3 2022423$4.51B
Q2 2022428$4.35B
Q1 2022473$5.46B
Q4 2021505$6.48B
Q3 2021474$6.34B
Q2 2021433$5.85B
Q1 2021451$5.16B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Jefferies Financial Group Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding JEF in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc22,614,356$680.7M0.02%––
BlackRock Inc.18,407,899$554.1M0.02%––
Goldman Sachs Group Inc8,834,265$265.9M0.08%––
First Pacific Advisors, LP7,131,784$214.7M2.92%––
State Street Corp5,007,479$150.7M0.01%––
Burgundy Asset Management Ltd.4,808,148$144.7M1.47%––
Barrow Hanley Mewhinney & Strauss LLC4,412,730$132.8M0.42%––
Dimensional Fund Advisors LP3,762,864$113.3M0.04%––
Arrowstreet Capital, Limited Partnership3,492,964$105.1M0.14%––
Donald Smith & Co., Inc.3,411,724$102.7M3.99%––
Geode Capital Management, LLC3,131,832$94.3M0.01%––
Bank of New York Mellon Corp2,721,594$81.9M0.02%––
First Trust Advisors LP2,590,701$78.0M0.09%––
Norges Bank2,583,195$77.8M0.02%––
Beck Mack & Oliver LLC2,286,851$68.8M2.13%––
JPMorgan Chase & Co2,035,023$61.3M0.01%––
Northern Trust Corp1,969,195$59.3M0.01%––
Captrust Financial Advisors1,950,846$58.7M0.64%––
Fuller & Thaler Asset Management, Inc.1,917,702$57.7M0.41%––
Morgan Stanley1,901,388$57.2M0.01%––
LSV Asset Management1,779,305$53.6M0.09%––
Private Management Group Inc1,692,972$51.0M2.33%––
Renaissance Technologies LLC1,612,589$48.5M0.06%––
Miller Howard Investments Inc1,516,286$45.6M1.92%––
Ceredex Value Advisors LLC1,495,539$45.0M0.52%––
Charles Schwab Investment Management Inc1,462,116$44.0M0.02%––
Moerus Capital Management LLC1,400,793$42.2M15.78%––
BNP Paribas Arbitrage, SA1,264,252$38.1M0.08%––
Invesco Ltd.1,226,946$36.9M0.01%––
Eubel Brady & Suttman Asset Management Inc1,207,222$36.3M3.97%––
D. E. Shaw & Co., Inc.1,097,628$33.0M0.04%––
Bank of Nova Scotia1,095,960$33.0M0.07%––
Two Sigma Advisers, LP1,046,742$31.5M0.09%––
Nuveen Asset Management, LLC1,028,444$31.0M0.01%––
Citigroup Inc990,184$29.8M0.03%––
Hosking Partners LLP924,206$27.8M0.66%––
Bank of America Corp898,312$27.0M0.00%––
Royal Bank of Canada877,192$26.4M0.01%––
PGGM Investments863,255$26.0M0.11%––
Truist Financial Corp824,049$24.8M0.04%––
Private Capital Management, LLC801,540$24.1M4.40%––
Pacifica Capital Investments, LLC796,616$24.0M8.41%––
Principal Financial Group Inc782,192$23.5M0.02%––
Two Sigma Investments, LP767,163$23.1M0.07%––
First Wilshire Securities Management Inc732,366$22.0M8.24%––
Robeco Institutional Asset Management B.V.729,891$22.0M0.05%––
Parametric Portfolio Associates LLC715,074$21.5M0.01%––
Artemis Investment Management LLP702,869$21.1M0.20%––
Millennium Management LLC653,044$19.7M0.03%––
Retirement Systems of Alabama625,395$18.8M0.07%––
Cubist Systematic Strategies, LLC605,340$18.2M0.23%––
AQR Capital Management LLC603,915$18.2M0.03%––
Legal & General Group Plc599,005$18.0M0.01%––
Mraz, Amerine & Associates, Inc.588,617$17.7M5.15%––
Rhumbline Advisers577,565$17.4M0.02%––
Ameriprise Financial Inc574,666$17.3M0.01%––
Foundation Resource Management Inc572,762$17.2M4.10%––
Man Group plc565,737$17.0M0.08%––
Luxor Capital Group, LP565,677$17.0M0.63%––
Bank of Montreal532,840$16.5M0.01%––
California Public Employees Retirement System531,670$16.0M0.01%––
Hennessy Advisors Inc502,500$15.1M0.88%––
Swiss National Bank496,100$14.9M0.01%––
Wells Fargo & Company485,338$14.6M0.00%––
FMR LLC454,696$13.7M0.00%––
UBS Asset Management Americas Inc453,994$13.7M0.01%––
GoodHaven Capital Management, LLC450,999$13.6M10.17%––
Rock Point Advisors, LLC446,135$13.4M4.18%––
Robotti Robert444,697$13.4M3.38%––
First Manhattan Co442,821$13.3M0.06%––
California State Teachers Retirement System388,289$11.7M0.02%––
MUFG Securities EMEA plc373,000$11.2M0.10%––
Barclays PLC369,484$11.1M0.01%––
American International Group, Inc.367,191$11.1M0.05%––
Iat Reinsurance Co Ltd.360,872$10.9M1.65%––
Brandywine Global Investment Management, LLC355,622$10.7M0.08%––
State Board of Administration of Florida Retirement System342,264$10.3M0.02%––
Alliancebernstein L.P.341,527$10.3M0.00%––
Qube Research & Technologies Ltd336,639$10.1M0.17%––
Putnam Investments LLC312,482$9.40M0.02%––
Citadel Advisors LLC297,911$8.97M0.01%––
New York State Teachers Retirement System295,174$8.88M0.02%––
Marshall Wace North America L.P.292,709$8.81M0.04%––
Russell Investments Group, Ltd.291,954$8.81M0.02%––
Assenagon Asset Management S.A.286,392$8.62M0.04%––
NewEdge Wealth, LLC281,052$8.46M0.84%––
Janus Henderson Group PLC279,298$8.41M0.00%––
Deutsche Bank AG272,032$8.19M0.00%––
Credit Suisse AG267,473$8.05M0.01%––
Wallace Capital Management Inc.251,345$8.02M1.05%––
Penserra Capital Management LLC252,706$7.61M0.14%––
Leith Wheeler Investment Counsel Ltd.252,257$7.59M1.25%––
Voloridge Investment Management, LLC250,983$7.55M0.06%––
River & Mercantile Asset Management LLP245,208$7.38M0.44%––
Elgethun Capital Management244,717$7.37M2.87%––
New York State Common Retirement Fund241,296$7.26M0.01%––
Waterfront Wealth Inc.234,222$7.12M3.58%––
LPL Financial LLC234,485$7.06M0.01%––
Oppenheimer & Co Inc233,613$7.03M0.14%––
UBS Group AG228,897$6.89M0.00%––