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 |
|---|---|---|---|---|---|
| Massachusetts Financial Services Co | 196,075 | $6.71M | 0.00% | +196,075 | New |
| Amalgamated Bank | 193,938 | $6.63M | 0.05% | +166,446+605.4% | Added |
| Schonfeld Strategic Advisors LLC | 193,700 | $6.63M | 0.07% | +193,700 | New |
| Gabelli Funds LLC | 192,410 | $6.58M | 0.04% | −1,000−0.5% | Reduced |
| Lafayette Investments, Inc. | 189,064 | $6.47M | 1.76% | −7,820−4.0% | Reduced |
| Natixis Advisors, L.P. | 181,353 | $6.20M | 0.03% | +6,077+3.5% | Added |
| Elgethun Capital Management | 180,553 | $6.17M | 2.12% | −64,164−26.2% | Reduced |
| ACR Alpine Capital Research, LLC | 180,198 | $6.16M | 0.34% | +19,845+12.4% | Added |
| Mutual of America Capital Management LLC | 177,067 | $6.06M | 0.06% | −6,807−3.7% | Reduced |
| Cubist Systematic Strategies, LLC | 176,348 | $6.03M | 0.07% | −428,992−70.9% | Reduced |
| Synergy Financial Management, LLC | 176,234 | $6.03M | 1.60% | +176,234 | New |
| SEI Investments Co | 161,956 | $5.61M | 0.01% | +161,956 | New |
| Great Lakes Advisors, LLC | 156,891 | $5.37M | 0.08% | −19,974−11.3% | Reduced |
| Lee Danner & Bass Inc | 156,422 | $5.35M | 0.48% | −8,750−5.3% | Reduced |
| Comerica Bank | 156,075 | $5.30M | 0.03% | +40,885+35.5% | Added |
| Westpac Banking Corp | 150,569 | $5.15M | 0.05% | −20,843−12.2% | Reduced |
| Intrinsic Edge Capital Management LLC | 150,000 | $5.13M | 0.31% | +150,000 | New |
| Texas Permanent School Fund | 149,080 | $5.10M | 0.06% | −2,199−1.5% | Reduced |
| Intrepid Capital Management Inc | 148,980 | $5.09M | 2.69% | +1,266+0.9% | Added |
| Susquehanna Fundamental Investments, LLC | 147,921 | $5.06M | 0.09% | −1,664−1.1% | Reduced |
| Ensign Peak Advisors, Inc | 147,530 | $5.05M | 0.01% | −5,005−3.3% | Reduced |
| Public Employees Retirement System of Ohio | 145,363 | $4.97M | 0.02% | +5,263+3.8% | Added |
| Ibex Wealth Advisors | 141,333 | $4.83M | 0.97% | +141,333 | New |
| Redwood Investment Management, LLC | 140,530 | $4.81M | 0.79% | +15,473+12.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 139,784 | $4.78M | 0.01% | +133,876+2,266.0% | Added |
| Envestnet Asset Management Inc | 132,377 | $4.53M | 0.00% | +15,409+13.2% | Added |
| Karp Capital Management Corp | 131,875 | $4.51M | 0.67% | +9,809+8.0% | Added |
| Arnhold LLC | 128,177 | $4.38M | 0.50% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 127,238 | $4.35M | 1.39% | +1,687+1.3% | Added |
| Rafferty Asset Management, LLC | 123,899 | $4.24M | 0.03% | +12,181+10.9% | Added |
| Millennium Management LLC | 122,299 | $4.18M | 0.01% | −530,745−81.3% | Reduced |
| Walleye Trading LLC | 120,538 | $4.12M | 0.11% | +30,009+33.1% | Added |
| Guggenheim Capital LLC | 116,114 | $3.97M | 0.02% | +22,361+23.9% | Added |
| Thrivent Financial for Lutherans | 115,234 | $3.94M | 0.01% | −83,669−42.1% | Reduced |
| Karpas Strategies, LLC | 112,953 | $3.86M | 1.37% | −691−0.6% | Reduced |
| State of New Jersey Common Pension Fund D | 111,029 | $3.80M | 0.01% | −1,989−1.8% | Reduced |
| NewSquare Capital LLC | 109,560 | $3.75M | 0.44% | +8,050+7.9% | Added |
| Amundi | 106,392 | $3.64M | 0.00% | +106,392 | New |
| State of Tennessee, Treasury Department | 105,411 | $3.60M | 0.01% | −90,000−46.1% | 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 |
| MetLife Investment Management | 103,111 | $3.53M | 0.03% | −4,636−4.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 102,836 | $3.52M | 0.02% | +102,836 | New |
| 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 |
| Mitsubishi UFJ Trust & Banking Corp | 106,281 | $3.40M | 0.01% | −52,202−32.9% | Reduced |
| Leuthold Group, LLC | 90,140 | $3.08M | 0.38% | +90,140 | New |
| Tweedy, Browne Co LLC | 88,595 | $3.03M | 0.09% | −11,130−11.2% | Reduced |
| Kingsview Wealth Management, LLC | 89,294 | $3.02M | 0.15% | +42,935+92.6% | Added |
| Advisor Group Holdings, Inc. | 86,434 | $2.96M | 0.01% | −4,536−5.0% | Reduced |
| Prelude Capital Management, LLC | 86,311 | $2.95M | 0.16% | −16,683−16.2% | Reduced |
| WBI Investments | 86,227 | $2.95M | 0.45% | +86,227 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 86,203 | $2.95M | 0.98% | +2,909+3.5% | Added |
| Kames Capital plc | 85,459 | $2.92M | 0.04% | 00.0% | Unchanged |
| Commerce Bank | 85,058 | $2.91M | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 84,446 | $2.89M | 0.00% | +467+0.6% | Added |
| Price T Rowe Associates Inc | 83,931 | $2.87M | 0.00% | +4,715+6.0% | Added |
| Alberta Investment Management Corp | 83,100 | $2.84M | 0.02% | +34,100+69.6% | Added |
| Great West Life Assurance Co | 82,483 | $2.82M | 0.01% | −1,508−1.8% | Reduced |
| STRS Ohio | 81,428 | $2.78M | 0.01% | +10,293+14.5% | Added |
| Alaska Permanent Fund Corp | 79,400 | $2.71M | 0.05% | +79,400 | New |
| Retirement Group, LLC | 78,729 | $2.69M | 1.30% | +9,920+14.4% | Added |
| Vident Investment Advisory, LLC | 77,746 | $2.66M | 0.08% | −2,379−3.0% | Reduced |
| Price Michael F | 77,500 | $2.65M | 0.29% | −60,700−43.9% | Reduced |
| Twin Tree Management, LP | 77,068 | $2.64M | 0.08% | +11,729+18.0% | Added |
| People's United Financial, Inc. | 76,552 | $2.62M | 0.06% | +3,498+4.8% | Added |
| Treasurer of the State of North Carolina | 76,138 | $2.60M | 0.02% | −5,170−6.4% | Reduced |
| Nisa Investment Advisors, LLC | 75,966 | $2.60M | 0.02% | −14,200−15.7% | Reduced |
| Susquehanna International Group, LLP | 74,963 | $2.56M | 0.00% | −78,960−51.3% | Reduced |
| American Century Companies Inc | 74,253 | $2.54M | 0.00% | +54,767+281.1% | Added |
| Storebrand Asset Management AS | 74,257 | $2.54M | 0.01% | −6,556−8.1% | Reduced |
| Two Sigma Investments, LP | 73,414 | $2.51M | 0.01% | −693,749−90.4% | Reduced |
| Bridgewater Associates, LP | 72,125 | $2.47M | 0.02% | −2,655−3.6% | Reduced |
| Brooktree Capital Management | 71,537 | $2.45M | 1.57% | −1,642−2.2% | Reduced |
| Voya Investment Management LLC | 71,494 | $2.44M | 0.00% | −86,517−54.8% | Reduced |
| Barrett Asset Management, LLC | 70,000 | $2.39M | 0.11% | 00.0% | Unchanged |
| Boston Partners | 68,753 | $2.35M | 0.00% | −1,470−2.1% | Reduced |
| Oregon Public Employees Retirement Fund | 68,248 | $2.33M | 0.03% | −397−0.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 66,643 | $2.28M | 0.03% | −909−1.3% | Reduced |
| Wittenberg Investment Management, Inc. | 65,584 | $2.24M | 0.90% | 00.0% | Unchanged |
| Victory Capital Management Inc | 64,064 | $2.19M | 0.00% | −27,014−29.7% | Reduced |
| DCM Advisors, LLC | 60,726 | $2.08M | 1.18% | +144+0.2% | Added |
| Prescott Group Capital Management, L.L.C. | 60,000 | $2.05M | 0.58% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 59,778 | $2.04M | 0.00% | +240.0% | Added |
| Arizona State Retirement System | 57,761 | $1.98M | 0.02% | −5,443−8.6% | Reduced |
| Steel Peak Wealth Management LLC | 54,757 | $1.87M | 0.14% | +54,757 | New |
| Seven Eight Capital, LP | 54,488 | $1.86M | 0.26% | +54,488 | New |
| Gateway Investment Advisers LLC | 54,115 | $1.85M | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 54,071 | $1.85M | 0.07% | −1,446−2.6% | Reduced |
| Dana Investment Advisors, Inc. | 53,752 | $1.84M | 0.08% | −4,301−7.4% | Reduced |
| Bowling Portfolio Management LLC | 53,001 | $1.81M | 0.40% | −8,484−13.8% | Reduced |
| Louisiana State Employees Retirement System | 51,900 | $1.77M | 0.04% | −700−1.3% | Reduced |
| State of Michigan Retirement System | 50,411 | $1.72M | 0.01% | −24,600−32.8% | Reduced |
| M Holdings Securities, Inc. | 49,643 | $1.70M | 0.17% | +6,550+15.2% | Added |
| Old National Bancorp | 49,234 | $1.68M | 0.06% | −9,690−16.4% | Reduced |
| Pinebridge Investments, L.P. | 48,931 | $1.67M | 0.02% | +2,171+4.6% | Added |
| Federated Hermes, Inc. | 48,620 | $1.66M | 0.00% | +10,042+26.0% | Added |
| AlphaCrest Capital Management LLC | 47,806 | $1.64M | 0.07% | −123,346−72.1% | Reduced |
| Convergence Investment Partners, LLC | 47,478 | $1.62M | 0.70% | +355+0.8% | Added |
| Quantedge Capital Pte Ltd | 46,000 | $1.57M | 0.75% | +46,000 | New |