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, Q2 2021
Institutional positions in Jefferies Financial Group Inc. as of Jun 30, 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
- 433
- −16 vs. Q1 2021
- Shares held
- 171.3M
- +22.1K (0.0%) vs. Q1 2021
- Total value
- $5.85B
- +$697.3M (+13.5%) vs. Q1 2021
- New holders
- 54
- 126 more added
- Sold out
- 70
- 164 more reduced
2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| 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, Q2 2021
Shares, value and share of portfolio for each institution holding Jefferies Financial Group Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 22,882,583 | $782.6M | 0.02% | +268,227+1.2% | Added |
| BlackRock Inc. | 19,048,155 | $651.4M | 0.02% | +640,256+3.5% | Added |
| Goldman Sachs Group Inc | 8,290,918 | $283.5M | 0.08% | −543,347−6.2% | Reduced |
| First Pacific Advisors, LP | 7,081,232 | $242.2M | 3.04% | −50,552−0.7% | Reduced |
| State Street Corp | 5,521,486 | $188.8M | 0.01% | +514,007+10.3% | Added |
| Burgundy Asset Management Ltd. | 4,751,393 | $162.5M | 1.59% | −56,755−1.2% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 4,295,132 | $146.9M | 0.47% | −117,598−2.7% | Reduced |
| First Trust Advisors LP | 4,024,467 | $137.6M | 0.15% | +1,433,766+55.3% | Added |
| Arrowstreet Capital, Limited Partnership | 3,863,850 | $132.1M | 0.16% | +370,886+10.6% | Added |
| Dimensional Fund Advisors LP | 3,757,818 | $128.5M | 0.04% | −5,046−0.1% | Reduced |
| Donald Smith & Co., Inc. | 3,383,797 | $115.7M | 4.50% | −27,927−0.8% | Reduced |
| Alliancebernstein L.P. | 3,382,192 | $115.7M | 0.05% | +3,040,665+890.3% | Added |
| Geode Capital Management, LLC | 3,345,445 | $114.4M | 0.02% | +213,613+6.8% | Added |
| Bank of New York Mellon Corp | 2,722,807 | $93.1M | 0.02% | +1,2130.0% | Added |
| LSV Asset Management | 2,615,305 | $89.4M | 0.15% | +836,000+47.0% | Added |
| Norges Bank | 2,313,476 | $79.1M | 0.02% | −269,719−10.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 2,241,496 | $76.7M | 0.50% | +323,794+16.9% | Added |
| Beck Mack & Oliver LLC | 2,147,037 | $73.4M | 1.95% | −139,814−6.1% | Reduced |
| JPMorgan Chase & Co | 2,078,830 | $71.1M | 0.01% | +43,807+2.2% | Added |
| Captrust Financial Advisors | 2,021,943 | $69.2M | 0.64% | +71,097+3.6% | Added |
| Northern Trust Corp | 1,862,056 | $63.7M | 0.01% | −107,139−5.4% | Reduced |
| Private Management Group Inc | 1,701,081 | $58.2M | 2.55% | +8,109+0.5% | Added |
| Invesco Ltd. | 1,551,227 | $53.1M | 0.01% | +324,281+26.4% | Added |
| Miller Howard Investments Inc | 1,516,256 | $51.9M | 2.08% | −300.0% | Reduced |
| Ceredex Value Advisors LLC | 1,465,039 | $50.1M | 0.56% | −30,500−2.0% | Reduced |
| Renaissance Technologies LLC | 1,340,189 | $45.8M | 0.06% | −272,400−16.9% | Reduced |
| Charles Schwab Investment Management Inc | 1,256,094 | $43.0M | 0.01% | −206,022−14.1% | Reduced |
| AQR Capital Management LLC | 1,197,673 | $40.0M | 0.07% | +593,758+98.3% | Added |
| Royal Bank of Canada | 1,130,654 | $38.7M | 0.01% | +253,462+28.9% | Added |
| Nuveen Asset Management, LLC | 1,061,009 | $36.3M | 0.01% | +32,565+3.2% | Added |
| Wedge Capital Management L L P | 1,034,790 | $35.4M | 0.43% | +1,025,924+11,571.4% | Added |
| Allianz Asset Management GmbH | 977,991 | $33.4M | 0.03% | +895,014+1,078.6% | Added |
| Acadian Asset Management LLC | 932,822 | $31.9M | 0.12% | +829,148+799.8% | Added |
| Hosking Partners LLP | 912,155 | $31.2M | 0.69% | −12,051−1.3% | Reduced |
| Man Group plc | 909,084 | $31.1M | 0.11% | +343,347+60.7% | Added |
| Robeco Institutional Asset Management B.V. | 863,051 | $29.5M | 0.07% | +133,160+18.2% | Added |
| PGGM Investments | 859,320 | $29.4M | 0.12% | −3,935−0.5% | Reduced |
| Bank of America Corp | 832,019 | $28.5M | 0.00% | −66,293−7.4% | Reduced |
| D. E. Shaw & Co., Inc. | 831,244 | $28.4M | 0.03% | −266,384−24.3% | Reduced |
| Principal Financial Group Inc | 812,389 | $27.8M | 0.02% | +30,197+3.9% | Added |
| Moerus Capital Management LLC | 802,149 | $27.4M | 12.60% | −598,644−42.7% | Reduced |
| Private Capital Management, LLC | 794,855 | $27.2M | 4.34% | −6,685−0.8% | Reduced |
| Truist Financial Corp | 789,765 | $27.0M | 0.04% | −34,284−4.2% | Reduced |
| Pacifica Capital Investments, LLC | 778,056 | $26.6M | 8.70% | −18,560−2.3% | Reduced |
| Artemis Investment Management LLP | 732,501 | $25.1M | 0.22% | +29,632+4.2% | Added |
| Morgan Stanley | 729,201 | $24.9M | 0.00% | −1,172,187−61.6% | Reduced |
| First Wilshire Securities Management Inc | 722,516 | $24.7M | 8.65% | −9,850−1.3% | Reduced |
| Retirement Systems of Alabama | 621,715 | $21.3M | 0.08% | −3,680−0.6% | Reduced |
| Mraz, Amerine & Associates, Inc. | 583,190 | $19.9M | 5.41% | −5,427−0.9% | Reduced |
| Wells Fargo & Company | 565,366 | $19.3M | 0.00% | +80,028+16.5% | Added |
| Rhumbline Advisers | 559,568 | $19.1M | 0.03% | −17,997−3.1% | Reduced |
| Assetmark, Inc | 555,698 | $19.0M | 0.09% | +547,201+6,439.9% | Added |
| Parametric Portfolio Associates LLC | 554,224 | $19.0M | 0.01% | −160,850−22.5% | Reduced |
| Bank of Montreal | 536,960 | $18.4M | 0.01% | +4,120+0.8% | Added |
| Legal & General Group Plc | 531,795 | $18.2M | 0.01% | −67,210−11.2% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 603,611 | $18.2M | 1.59% | −603,611−50.0% | Reduced |
| California Public Employees Retirement System | 516,573 | $17.7M | 0.01% | −15,097−2.8% | Reduced |
| Two Sigma Advisers, LP | 507,842 | $17.4M | 0.05% | −538,900−51.5% | Reduced |
| Hennessy Advisors Inc | 502,500 | $17.2M | 0.95% | 00.0% | Unchanged |
| Capitolis Advisors LLC | 501,859 | $17.2M | 0.20% | +394,966+369.5% | Added |
| Ameriprise Financial Inc | 487,429 | $16.7M | 0.01% | −87,237−15.2% | Reduced |
| UBS Asset Management Americas Inc | 487,394 | $16.7M | 0.01% | +33,400+7.4% | Added |
| Swiss National Bank | 468,400 | $16.0M | 0.01% | −27,700−5.6% | Reduced |
| Foundation Resource Management Inc | 463,658 | $15.9M | 3.56% | −109,104−19.0% | Reduced |
| GoodHaven Capital Management, LLC | 450,999 | $15.4M | 10.26% | 00.0% | Unchanged |
| Robotti Robert | 448,550 | $15.3M | 3.85% | +3,853+0.9% | Added |
| Voloridge Investment Management, LLC | 436,406 | $14.9M | 0.10% | +185,423+73.9% | Added |
| First Manhattan Co | 429,649 | $14.7M | 0.05% | −13,172−3.0% | Reduced |
| SG Americas Securities, LLC | 408,056 | $14.0M | 0.07% | +372,125+1,035.7% | Added |
| Rock Point Advisors, LLC | 383,193 | $13.1M | 3.77% | −62,942−14.1% | Reduced |
| California State Teachers Retirement System | 373,862 | $12.8M | 0.02% | −14,427−3.7% | Reduced |
| Barclays PLC | 372,844 | $12.8M | 0.01% | +3,360+0.9% | Added |
| Iat Reinsurance Co Ltd. | 360,872 | $12.3M | 1.66% | 00.0% | Unchanged |
| American International Group, Inc. | 355,609 | $12.2M | 0.05% | −11,582−3.2% | Reduced |
| Brandywine Global Investment Management, LLC | 335,071 | $11.5M | 0.08% | −20,551−5.8% | Reduced |
| NewEdge Wealth, LLC | 319,883 | $10.9M | 0.84% | +38,831+13.8% | Added |
| State Board of Administration of Florida Retirement System | 319,224 | $10.9M | 0.02% | −23,040−6.7% | Reduced |
| Agf Investments Inc. | 315,000 | $10.8M | 0.08% | +115,000+57.5% | Added |
| Putnam Investments LLC | 298,856 | $10.2M | 0.02% | −13,626−4.4% | Reduced |
| Janus Henderson Group PLC | 281,475 | $9.63M | 0.00% | +2,177+0.8% | Added |
| Bank of Nova Scotia | 278,960 | $9.54M | 0.02% | −817,000−74.5% | Reduced |
| New York State Teachers Retirement System | 278,872 | $9.54M | 0.02% | −16,302−5.5% | Reduced |
| UBS Group AG | 268,938 | $9.20M | 0.00% | +40,041+17.5% | Added |
| Virginia Retirement Systems Et Al | 263,000 | $8.99M | 0.09% | +45,300+20.8% | Added |
| New York State Common Retirement Fund | 258,486 | $8.84M | 0.01% | +17,190+7.1% | Added |
| Deutsche Bank AG | 257,551 | $8.81M | 0.00% | −14,481−5.3% | Reduced |
| Wallace Capital Management Inc. | 250,149 | $8.55M | 1.12% | −1,196−0.5% | Reduced |
| Prudential Financial Inc | 246,486 | $8.43M | 0.01% | +35,290+16.7% | Added |
| LPL Financial LLC | 246,352 | $8.43M | 0.01% | +11,867+5.1% | Added |
| Oppenheimer & Co Inc | 240,511 | $8.22M | 0.15% | +6,898+3.0% | Added |
| Citigroup Inc | 239,645 | $8.20M | 0.01% | −750,539−75.8% | Reduced |
| Waterfront Wealth Inc. | 237,075 | $8.11M | 3.83% | +2,853+1.2% | Added |
| River & Mercantile Asset Management LLP | 221,356 | $7.57M | 0.49% | −23,852−9.7% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 249,647 | $7.51M | 1.14% | −2,610−1.0% | Reduced |
| Manufacturers Life Insurance Company, The | 219,371 | $7.50M | 0.01% | −9,324−4.1% | Reduced |
| Russell Investments Group, Ltd. | 215,102 | $7.36M | 0.01% | −76,852−26.3% | Reduced |
| Merrion Investment Management Co, LLC | 214,416 | $7.33M | 5.56% | 00.0% | Unchanged |
| Credit Suisse AG | 213,980 | $7.32M | 0.01% | −53,493−20.0% | Reduced |
| BNP Paribas Arbitrage, SA | 209,902 | $7.18M | 0.01% | −1,054,350−83.4% | Reduced |
| Raymond James & Associates | 199,834 | $6.83M | 0.01% | +51,149+34.4% | Added |