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 |
|---|---|---|---|---|---|
| Allianz Asset Management GmbH | 977,991 | $33.4M | 0.03% | +895,014+1,078.6% | Added |
| Wedge Capital Management L L P | 1,034,790 | $35.4M | 0.43% | +1,025,924+11,571.4% | Added |
| Nuveen Asset Management, LLC | 1,061,009 | $36.3M | 0.01% | +32,565+3.2% | Added |
| Royal Bank of Canada | 1,130,654 | $38.7M | 0.01% | +253,462+28.9% | Added |
| AQR Capital Management LLC | 1,197,673 | $40.0M | 0.07% | +593,758+98.3% | Added |
| Charles Schwab Investment Management Inc | 1,256,094 | $43.0M | 0.01% | −206,022−14.1% | Reduced |
| Renaissance Technologies LLC | 1,340,189 | $45.8M | 0.06% | −272,400−16.9% | Reduced |
| Ceredex Value Advisors LLC | 1,465,039 | $50.1M | 0.56% | −30,500−2.0% | Reduced |
| Miller Howard Investments Inc | 1,516,256 | $51.9M | 2.08% | −300.0% | Reduced |
| Invesco Ltd. | 1,551,227 | $53.1M | 0.01% | +324,281+26.4% | Added |
| Private Management Group Inc | 1,701,081 | $58.2M | 2.55% | +8,109+0.5% | Added |
| Northern Trust Corp | 1,862,056 | $63.7M | 0.01% | −107,139−5.4% | Reduced |
| Captrust Financial Advisors | 2,021,943 | $69.2M | 0.64% | +71,097+3.6% | Added |
| JPMorgan Chase & Co | 2,078,830 | $71.1M | 0.01% | +43,807+2.2% | Added |
| Beck Mack & Oliver LLC | 2,147,037 | $73.4M | 1.95% | −139,814−6.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 2,241,496 | $76.7M | 0.50% | +323,794+16.9% | Added |
| Norges Bank | 2,313,476 | $79.1M | 0.02% | −269,719−10.4% | Reduced |
| LSV Asset Management | 2,615,305 | $89.4M | 0.15% | +836,000+47.0% | Added |
| Bank of New York Mellon Corp | 2,722,807 | $93.1M | 0.02% | +1,2130.0% | Added |
| Geode Capital Management, LLC | 3,345,445 | $114.4M | 0.02% | +213,613+6.8% | Added |
| Alliancebernstein L.P. | 3,382,192 | $115.7M | 0.05% | +3,040,665+890.3% | Added |
| Donald Smith & Co., Inc. | 3,383,797 | $115.7M | 4.50% | −27,927−0.8% | Reduced |
| Dimensional Fund Advisors LP | 3,757,818 | $128.5M | 0.04% | −5,046−0.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 3,863,850 | $132.1M | 0.16% | +370,886+10.6% | Added |
| First Trust Advisors LP | 4,024,467 | $137.6M | 0.15% | +1,433,766+55.3% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 4,295,132 | $146.9M | 0.47% | −117,598−2.7% | Reduced |
| Burgundy Asset Management Ltd. | 4,751,393 | $162.5M | 1.59% | −56,755−1.2% | Reduced |
| State Street Corp | 5,521,486 | $188.8M | 0.01% | +514,007+10.3% | Added |
| First Pacific Advisors, LP | 7,081,232 | $242.2M | 3.04% | −50,552−0.7% | Reduced |
| Goldman Sachs Group Inc | 8,290,918 | $283.5M | 0.08% | −543,347−6.2% | Reduced |
| BlackRock Inc. | 19,048,155 | $651.4M | 0.02% | +640,256+3.5% | Added |
| Vanguard Group Inc | 22,882,583 | $782.6M | 0.02% | +268,227+1.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 7,000 | – | – | 00.0% | Unchanged |
| Luxor Capital Group, LP | 0 | $0 | 0.00% | −565,677−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −373,000−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −336,639−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −297,911−100.0% | Sold out |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −292,709−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −286,392−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −252,706−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −226,033−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −157,042−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −151,124−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −125,308−100.0% | Sold out |
| Colony Group LLC | 0 | $0 | 0.00% | −107,110−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −85,400−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −81,885−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −79,506−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −78,395−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −76,569−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −75,081−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −74,786−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −69,921−100.0% | Sold out |
| SG3 Management, LLC | 0 | $0 | 0.00% | −65,000−100.0% | Sold out |
| Wright Investors Service Inc | 0 | $0 | 0.00% | −64,612−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −64,266−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −57,600−100.0% | Sold out |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −51,300−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −49,178−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −46,809−100.0% | Sold out |
| Prospector Partners LLC | 0 | $0 | 0.00% | −45,850−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −44,214−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −35,156−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −32,262−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −32,249−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −31,997−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −30,785−100.0% | Sold out |
| Weld Capital Management LLC | 0 | $0 | 0.00% | −30,376−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −30,194−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −25,514−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −23,150−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −23,052−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −22,040−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −21,742−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −20,708−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −20,556−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −19,613−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −18,055−100.0% | Sold out |
| Buckingham Strategic Wealth, LLC | 0 | $0 | 0.00% | −13,453−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −12,453−100.0% | Sold out |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −10,360−100.0% | Sold out |
| Nkcfo LLC | 0 | $0 | 0.00% | −9,500−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −8,185−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −7,879−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −7,071−100.0% | Sold out |
| Capital Bank & Trust Co | 0 | $0 | 0.00% | −6,669−100.0% | Sold out |
| Smithfield Trust Co | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| First Quadrant L P | 0 | $0 | 0.00% | −2,498−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −412−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −267−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −240−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Wealthcare Capital Management LLC | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |