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 |
|---|---|---|---|---|---|
| Jane Street Group, LLC | 30,952 | $1.06M | 0.00% | −159,936−83.8% | Reduced |
| State of Alaska, Department of Revenue | 31,067 | $1.06M | 0.01% | −648−2.0% | Reduced |
| HSBC Holdings PLC | 32,005 | $1.09M | 0.00% | −166,863−83.9% | Reduced |
| Commonwealth Equity Services, LLC | 32,029 | $1.09M | 0.00% | +4,823+17.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 32,149 | $1.10M | 0.28% | +20,611+178.6% | Added |
| PFS Investments Inc. | 34,484 | $1.10M | 0.03% | +26,475+330.6% | Added |
| Gsa Capital Partners LLP | 32,241 | $1.10M | 0.12% | +14,587+82.6% | Added |
| ProShare Advisors LLC | 32,282 | $1.10M | 0.00% | +16,053+98.9% | Added |
| Rehmann Capital Advisory Group | 31,600 | $1.11M | 0.11% | +31,600 | New |
| Northwestern Mutual Investment Management Company, LLC | 33,317 | $1.14M | 0.02% | −460−1.4% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 33,403 | $1.14M | 0.06% | +33,403 | New |
| Teachers Retirement System of the State of Kentucky | 33,700 | $1.15M | 0.01% | 00.0% | Unchanged |
| Caxton Associates LP | 34,636 | $1.19M | 0.15% | +5,609+19.3% | Added |
| US Bancorp | 35,309 | $1.21M | 0.00% | +25+0.1% | Added |
| Handelsbanken Fonder AB | 36,103 | $1.24M | 0.01% | −2,000−5.2% | Reduced |
| Franklin Resources Inc | 36,414 | $1.25M | 0.00% | +6,639+22.3% | Added |
| Pacer Advisors, Inc. | 36,903 | $1.26M | 0.02% | +15,311+70.9% | Added |
| Standard Life Aberdeen plc | 36,924 | $1.26M | 0.00% | −511−1.4% | Reduced |
| Manning & Napier Group, LLC | 37,532 | $1.28M | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 38,188 | $1.31M | 0.02% | −494−1.3% | Reduced |
| Diversified Trust Co | 38,455 | $1.31M | 0.05% | +24,137+168.6% | Added |
| Stephens Inc | 38,814 | $1.33M | 0.02% | +524+1.4% | Added |
| O'Shaughnessy Asset Management, LLC | 39,640 | $1.35M | 0.03% | +2,333+6.3% | Added |
| Safeguard Investment Advisory Group, LLC | 40,893 | $1.40M | 1.00% | −6,426−13.6% | Reduced |
| AMG National Trust Bank | 41,876 | $1.43M | 0.05% | +1,069+2.6% | Added |
| Symmetry Partners, LLC | 41,901 | $1.43M | 0.10% | +26,004+163.6% | Added |
| NN Investment Partners Holdings N.V. | 42,000 | $1.44M | 0.01% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 42,000 | $1.44M | 0.05% | +4,200+11.1% | Added |
| Employees Retirement System of Texas | 42,286 | $1.45M | 0.02% | 00.0% | Unchanged |
| Stifel Financial Corp | 42,566 | $1.46M | 0.00% | −598−1.4% | Reduced |
| Utah Retirement Systems | 42,584 | $1.46M | 0.02% | +100+0.2% | Added |
| Investors Research Corp | 44,446 | $1.52M | 0.53% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 46,000 | $1.57M | 0.75% | +46,000 | New |
| Convergence Investment Partners, LLC | 47,478 | $1.62M | 0.70% | +355+0.8% | Added |
| AlphaCrest Capital Management LLC | 47,806 | $1.64M | 0.07% | −123,346−72.1% | Reduced |
| Federated Hermes, Inc. | 48,620 | $1.66M | 0.00% | +10,042+26.0% | Added |
| Pinebridge Investments, L.P. | 48,931 | $1.67M | 0.02% | +2,171+4.6% | Added |
| Old National Bancorp | 49,234 | $1.68M | 0.06% | −9,690−16.4% | Reduced |
| M Holdings Securities, Inc. | 49,643 | $1.70M | 0.17% | +6,550+15.2% | Added |
| State of Michigan Retirement System | 50,411 | $1.72M | 0.01% | −24,600−32.8% | Reduced |
| Louisiana State Employees Retirement System | 51,900 | $1.77M | 0.04% | −700−1.3% | Reduced |
| Bowling Portfolio Management LLC | 53,001 | $1.81M | 0.40% | −8,484−13.8% | Reduced |
| Dana Investment Advisors, Inc. | 53,752 | $1.84M | 0.08% | −4,301−7.4% | Reduced |
| Ameritas Investment Partners, Inc. | 54,071 | $1.85M | 0.07% | −1,446−2.6% | Reduced |
| Gateway Investment Advisers LLC | 54,115 | $1.85M | 0.02% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 54,488 | $1.86M | 0.26% | +54,488 | New |
| Steel Peak Wealth Management LLC | 54,757 | $1.87M | 0.14% | +54,757 | New |
| Arizona State Retirement System | 57,761 | $1.98M | 0.02% | −5,443−8.6% | Reduced |
| CIBC Private Wealth Group, LLC | 59,778 | $2.04M | 0.00% | +240.0% | Added |
| Prescott Group Capital Management, L.L.C. | 60,000 | $2.05M | 0.58% | 00.0% | Unchanged |
| DCM Advisors, LLC | 60,726 | $2.08M | 1.18% | +144+0.2% | Added |
| Victory Capital Management Inc | 64,064 | $2.19M | 0.00% | −27,014−29.7% | Reduced |
| Wittenberg Investment Management, Inc. | 65,584 | $2.24M | 0.90% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 66,643 | $2.28M | 0.03% | −909−1.3% | Reduced |
| Oregon Public Employees Retirement Fund | 68,248 | $2.33M | 0.03% | −397−0.6% | Reduced |
| Boston Partners | 68,753 | $2.35M | 0.00% | −1,470−2.1% | Reduced |
| Barrett Asset Management, LLC | 70,000 | $2.39M | 0.11% | 00.0% | Unchanged |
| Voya Investment Management LLC | 71,494 | $2.44M | 0.00% | −86,517−54.8% | Reduced |
| Brooktree Capital Management | 71,537 | $2.45M | 1.57% | −1,642−2.2% | Reduced |
| Bridgewater Associates, LP | 72,125 | $2.47M | 0.02% | −2,655−3.6% | Reduced |
| Two Sigma Investments, LP | 73,414 | $2.51M | 0.01% | −693,749−90.4% | Reduced |
| Storebrand Asset Management AS | 74,257 | $2.54M | 0.01% | −6,556−8.1% | Reduced |
| American Century Companies Inc | 74,253 | $2.54M | 0.00% | +54,767+281.1% | Added |
| Susquehanna International Group, LLP | 74,963 | $2.56M | 0.00% | −78,960−51.3% | Reduced |
| Nisa Investment Advisors, LLC | 75,966 | $2.60M | 0.02% | −14,200−15.7% | Reduced |
| Treasurer of the State of North Carolina | 76,138 | $2.60M | 0.02% | −5,170−6.4% | Reduced |
| People's United Financial, Inc. | 76,552 | $2.62M | 0.06% | +3,498+4.8% | Added |
| Twin Tree Management, LP | 77,068 | $2.64M | 0.08% | +11,729+18.0% | Added |
| Price Michael F | 77,500 | $2.65M | 0.29% | −60,700−43.9% | Reduced |
| Vident Investment Advisory, LLC | 77,746 | $2.66M | 0.08% | −2,379−3.0% | Reduced |
| Retirement Group, LLC | 78,729 | $2.69M | 1.30% | +9,920+14.4% | Added |
| Alaska Permanent Fund Corp | 79,400 | $2.71M | 0.05% | +79,400 | New |
| STRS Ohio | 81,428 | $2.78M | 0.01% | +10,293+14.5% | Added |
| Great West Life Assurance Co | 82,483 | $2.82M | 0.01% | −1,508−1.8% | Reduced |
| Alberta Investment Management Corp | 83,100 | $2.84M | 0.02% | +34,100+69.6% | Added |
| Price T Rowe Associates Inc | 83,931 | $2.87M | 0.00% | +4,715+6.0% | Added |
| The PNC Financial Services Group, Inc. | 84,446 | $2.89M | 0.00% | +467+0.6% | Added |
| Commerce Bank | 85,058 | $2.91M | 0.02% | 00.0% | Unchanged |
| Kames Capital plc | 85,459 | $2.92M | 0.04% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 86,203 | $2.95M | 0.98% | +2,909+3.5% | Added |
| WBI Investments | 86,227 | $2.95M | 0.45% | +86,227 | New |
| Prelude Capital Management, LLC | 86,311 | $2.95M | 0.16% | −16,683−16.2% | Reduced |
| Advisor Group Holdings, Inc. | 86,434 | $2.96M | 0.01% | −4,536−5.0% | Reduced |
| Kingsview Wealth Management, LLC | 89,294 | $3.02M | 0.15% | +42,935+92.6% | Added |
| Tweedy, Browne Co LLC | 88,595 | $3.03M | 0.09% | −11,130−11.2% | Reduced |
| Leuthold Group, LLC | 90,140 | $3.08M | 0.38% | +90,140 | New |
| Mitsubishi UFJ Trust & Banking Corp | 106,281 | $3.40M | 0.01% | −52,202−32.9% | Reduced |
| RBF Capital, LLC | 100,000 | $3.42M | 0.19% | −5,554−5.3% | Reduced |
| Mendon Capital Advisors Corp | 100,000 | $3.42M | 1.23% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 102,836 | $3.52M | 0.02% | +102,836 | New |
| MetLife Investment Management | 103,111 | $3.53M | 0.03% | −4,636−4.3% | Reduced |
| KWMG, LLC | 114,673 | $3.56M | 0.53% | +3,430+3.1% | Added |
| Baird Financial Group, Inc. | 103,989 | $3.56M | 0.01% | −2,519−2.4% | Reduced |
| State of Tennessee, Treasury Department | 105,411 | $3.60M | 0.01% | −90,000−46.1% | Reduced |
| Amundi | 106,392 | $3.64M | 0.00% | +106,392 | New |
| NewSquare Capital LLC | 109,560 | $3.75M | 0.44% | +8,050+7.9% | Added |
| State of New Jersey Common Pension Fund D | 111,029 | $3.80M | 0.01% | −1,989−1.8% | Reduced |
| Karpas Strategies, LLC | 112,953 | $3.86M | 1.37% | −691−0.6% | Reduced |
| Thrivent Financial for Lutherans | 115,234 | $3.94M | 0.01% | −83,669−42.1% | Reduced |
| Guggenheim Capital LLC | 116,114 | $3.97M | 0.02% | +22,361+23.9% | Added |