Jefferies Financial Group Inc.

JEF

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

SEC filings (opens in a new tab)

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

Value heldQ1 2021: $5.16B

Institutions holding JEF and their total value by quarter
Quarter	Holders	Value
Q2 2026	590	$6.83B
Q1 2026	561	$5.89B
Q4 2025	597	$9.16B
Q3 2025	570	$9.44B
Q2 2025	557	$7.89B
Q1 2025	564	$7.64B
Q4 2024	584	$12.0B
Q3 2024	534	$8.94B
Q2 2024	493	$6.76B
Q1 2024	480	$5.74B
Q4 2023	475	$5.22B
Q3 2023	439	$4.80B
Q2 2023	429	$4.50B
Q1 2023	464	$4.69B
Q4 2022	471	$5.20B
Q3 2022	423	$4.51B
Q2 2022	428	$4.35B
Q1 2022	473	$5.46B
Q4 2021	505	$6.48B
Q3 2021	474	$6.34B
Q2 2021	433	$5.85B
Q1 2021	451	$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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Mirae Asset Global Investments Co., Ltd.	29,994	$903.0K	0.00%	–	–
Public Sector Pension Investment Board	30,194	$909.0K	0.01%	–	–
Weld Capital Management LLC	30,376	$914.0K	0.39%	–	–
Twinbeech Capital LP	30,785	$927.0K	0.14%	–	–
State of Alaska, Department of Revenue	31,715	$954.0K	0.01%	–	–
Marshall Wace, LLP	31,997	$963.0K	0.01%	–	–
Vestcor Inc	32,249	$971.0K	0.04%	–	–
Sciencast Management LP	32,262	$991.0K	0.20%	–	–
Group One Trading, L.P.	33,157	$998.0K	0.02%	–	–
Teachers Retirement System of the State of Kentucky	33,700	$1.01M	0.01%	–	–
Northwestern Mutual Investment Management Company, LLC	33,777	$1.02M	0.02%	–	–
Wolverine Trading, LLC	33,053	$1.03M	0.02%	–	–
Parallax Volatility Advisers, L.P.	35,156	$1.06M	0.01%	–	–
US Bancorp	35,284	$1.06M	0.00%	–	–
SG Americas Securities, LLC	35,931	$1.08M	0.01%	–	–
O'Shaughnessy Asset Management, LLC	37,307	$1.12M	0.02%	–	–
Standard Life Aberdeen plc	37,435	$1.13M	0.00%	–	–
Manning & Napier Group, LLC	37,532	$1.13M	0.01%	–	–
Bokf, NA	37,665	$1.13M	0.02%	–	–
New Mexico Educational Retirement Board	37,800	$1.14M	0.05%	–	–
Handelsbanken Fonder AB	38,103	$1.15M	0.01%	–	–
Stephens Inc	38,290	$1.15M	0.02%	–	–
Federated Hermes, Inc.	38,578	$1.16M	0.00%	–	–
Metropolitan Life Insurance Co	38,682	$1.16M	0.02%	–	–
Neuberger Berman Group LLC	39,124	$1.17M	0.00%	–	–
AMG National Trust Bank	40,807	$1.23M	0.04%	–	–
NN Investment Partners Holdings N.V.	42,000	$1.24M	0.01%	–	–
Employees Retirement System of Texas	42,286	$1.27M	0.02%	–	–
Utah Retirement Systems	42,484	$1.28M	0.02%	–	–
M Holdings Securities, Inc.	43,093	$1.30M	0.12%	–	–
Stifel Financial Corp	43,164	$1.30M	0.00%	–	–
Virtu Financial LLC	44,214	$1.33M	0.09%	–	–
Investors Research Corp	44,446	$1.34M	0.50%	–	–
Caption Management, LLC	45,749	$1.38M	0.18%	–	–
Prospector Partners LLC	45,850	$1.38M	0.18%	–	–
Pinebridge Investments, L.P.	46,760	$1.41M	0.02%	–	–
Quadrature Capital Ltd	46,809	$1.41M	0.07%	–	–
Kingsview Wealth Management, LLC	46,359	$1.41M	0.08%	–	–
Convergence Investment Partners, LLC	47,123	$1.42M	0.65%	–	–
Safeguard Investment Advisory Group, LLC	47,319	$1.42M	1.27%	–	–
Alberta Investment Management Corp	49,000	$1.48M	0.01%	–	–
Verition Fund Management LLC	49,178	$1.48M	0.03%	–	–
Shay Capital LLC	50,000	$1.50M	0.42%	–	–
HRT Financial LP	51,012	$1.53M	0.02%	–	–
Marathon Trading Investment Management LLC	51,300	$1.54M	0.97%	–	–
Louisiana State Employees Retirement System	52,600	$1.58M	0.04%	–	–
Gateway Investment Advisers LLC	54,115	$1.63M	0.02%	–	–
Teza Capital Management LLC	54,423	$1.64M	0.33%	–	–
Ameritas Investment Partners, Inc.	55,517	$1.67M	0.06%	–	–
Natixis	57,600	$1.73M	0.01%	–	–
Dana Investment Advisors, Inc.	58,053	$1.75M	0.08%	–	–
Old National Bancorp	58,924	$1.77M	0.07%	–	–
CIBC Private Wealth Group, LLC	59,754	$1.80M	0.00%	–	–
Prescott Group Capital Management, L.L.C.	60,000	$1.81M	0.53%	–	–
DCM Advisors, LLC	60,582	$1.82M	1.06%	–	–
Bowling Portfolio Management LLC	61,485	$1.85M	0.44%	–	–
Arizona State Retirement System	63,204	$1.90M	0.02%	–	–
Dynamic Technology Lab Private Ltd	64,266	$1.93M	0.22%	–	–
Wright Investors Service Inc	64,612	$1.95M	0.59%	–	–
SG3 Management, LLC	65,000	$1.96M	0.64%	–	–
Twin Tree Management, LP	65,339	$1.97M	0.07%	–	–
Wittenberg Investment Management, Inc.	65,584	$1.97M	0.91%	–	–
Commonwealth of Pennsylvania Public School Empls Retrmt Sys	67,552	$2.03M	0.02%	–	–
Oregon Public Employees Retirement Fund	68,645	$2.07M	0.02%	–	–
Retirement Group, LLC	68,809	$2.07M	0.94%	–	–
Schroder Investment Management Group	69,921	$2.10M	0.00%	–	–
Barrett Asset Management, LLC	70,000	$2.11M	0.10%	–	–
Boston Partners	70,223	$2.11M	0.00%	–	–
STRS Ohio	71,135	$2.14M	0.01%	–	–
People's United Financial, Inc.	73,054	$2.20M	0.05%	–	–
Brooktree Capital Management	73,179	$2.20M	1.48%	–	–
Bridgewater Associates, LP	74,780	$2.25M	0.02%	–	–
Duality Advisers, LP	74,786	$2.25M	0.20%	–	–
State of Michigan Retirement System	75,011	$2.26M	0.01%	–	–
Squarepoint Ops LLC	75,081	$2.26M	0.02%	–	–
Paloma Partners Management Co	76,569	$2.31M	0.07%	–	–
Trexquant Investment LP	78,395	$2.36M	0.22%	–	–
Price T Rowe Associates Inc	79,216	$2.38M	0.00%	–	–
ExodusPoint Capital Management, LP	79,506	$2.39M	0.05%	–	–
Vident Investment Advisory, LLC	80,125	$2.41M	0.08%	–	–
Storebrand Asset Management AS	80,813	$2.43M	0.01%	–	–
Treasurer of the State of North Carolina	81,308	$2.45M	0.02%	–	–
Wealth Enhancement Advisory Services, LLC	81,885	$2.49M	0.05%	–	–
Allianz Asset Management GmbH	82,977	$2.50M	0.00%	–	–
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	83,294	$2.51M	0.96%	–	–
Great West Life Assurance Co	83,991	$2.52M	0.01%	–	–
The PNC Financial Services Group, Inc.	83,979	$2.53M	0.00%	–	–
Commerce Bank	85,058	$2.56M	0.02%	–	–
Kames Capital plc	85,459	$2.57M	0.04%	–	–
Nomura Holdings Inc	85,400	$2.58M	0.02%	–	–
Nisa Investment Advisors, LLC	90,166	$2.71M	0.02%	–	–
Walleye Trading LLC	90,529	$2.73M	0.09%	–	–
Advisor Group Holdings, Inc.	90,970	$2.74M	0.01%	–	–
Victory Capital Management Inc	91,078	$2.74M	0.00%	–	–
Guggenheim Capital LLC	93,753	$2.82M	0.02%	–	–
Tweedy, Browne Co LLC	99,725	$3.00M	0.09%	–	–
Mendon Capital Advisors Corp	100,000	$3.01M	1.11%	–	–
NewSquare Capital LLC	101,510	$3.06M	0.40%	–	–
Prelude Capital Management, LLC	102,994	$3.10M	0.22%	–	–
Acadian Asset Management LLC	103,674	$3.12M	0.01%	–	–