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 |
|---|---|---|---|---|---|
| Investors Research Corp | 44,446 | $1.52M | 0.53% | 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 |
| Employees Retirement System of Texas | 42,286 | $1.45M | 0.02% | 00.0% | Unchanged |
| 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 |
| Symmetry Partners, LLC | 41,901 | $1.43M | 0.10% | +26,004+163.6% | Added |
| AMG National Trust Bank | 41,876 | $1.43M | 0.05% | +1,069+2.6% | Added |
| Safeguard Investment Advisory Group, LLC | 40,893 | $1.40M | 1.00% | −6,426−13.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 39,640 | $1.35M | 0.03% | +2,333+6.3% | Added |
| Stephens Inc | 38,814 | $1.33M | 0.02% | +524+1.4% | Added |
| Diversified Trust Co | 38,455 | $1.31M | 0.05% | +24,137+168.6% | Added |
| Metropolitan Life Insurance Co | 38,188 | $1.31M | 0.02% | −494−1.3% | Reduced |
| Manning & Napier Group, LLC | 37,532 | $1.28M | 0.01% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 36,924 | $1.26M | 0.00% | −511−1.4% | Reduced |
| Pacer Advisors, Inc. | 36,903 | $1.26M | 0.02% | +15,311+70.9% | Added |
| Franklin Resources Inc | 36,414 | $1.25M | 0.00% | +6,639+22.3% | Added |
| Handelsbanken Fonder AB | 36,103 | $1.24M | 0.01% | −2,000−5.2% | Reduced |
| US Bancorp | 35,309 | $1.21M | 0.00% | +25+0.1% | Added |
| Caxton Associates LP | 34,636 | $1.19M | 0.15% | +5,609+19.3% | Added |
| Teachers Retirement System of the State of Kentucky | 33,700 | $1.15M | 0.01% | 00.0% | Unchanged |
| Kiwi Wealth Investments Limited Partnership | 33,403 | $1.14M | 0.06% | +33,403 | New |
| Northwestern Mutual Investment Management Company, LLC | 33,317 | $1.14M | 0.02% | −460−1.4% | Reduced |
| Rehmann Capital Advisory Group | 31,600 | $1.11M | 0.11% | +31,600 | New |
| ProShare Advisors LLC | 32,282 | $1.10M | 0.00% | +16,053+98.9% | Added |
| Gsa Capital Partners LLP | 32,241 | $1.10M | 0.12% | +14,587+82.6% | Added |
| PFS Investments Inc. | 34,484 | $1.10M | 0.03% | +26,475+330.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 32,149 | $1.10M | 0.28% | +20,611+178.6% | Added |
| Commonwealth Equity Services, LLC | 32,029 | $1.09M | 0.00% | +4,823+17.7% | Added |
| HSBC Holdings PLC | 32,005 | $1.09M | 0.00% | −166,863−83.9% | Reduced |
| State of Alaska, Department of Revenue | 31,067 | $1.06M | 0.01% | −648−2.0% | Reduced |
| Jane Street Group, LLC | 30,952 | $1.06M | 0.00% | −159,936−83.8% | Reduced |
| Hartford Investment Management Co | 30,618 | $1.05M | 0.03% | +8,393+37.8% | Added |
| Berman Capital Advisors, LLC | 30,156 | $1.03M | 0.16% | +1,693+5.9% | Added |
| Caption Management, LLC | 30,000 | $1.02M | 0.09% | −15,749−34.4% | Reduced |
| Eaton Vance Management | 29,928 | $1.02M | 0.00% | +18,116+153.4% | Added |
| KBC Group NV | 28,723 | $982.0K | 0.00% | +4,209+17.2% | Added |
| Wellington Shields Capital Management, LLC | 28,000 | $958.0K | 0.12% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 27,557 | $942.0K | 0.01% | +2,141+8.4% | Added |
| Delphi Management Inc | 27,520 | $941.0K | 0.90% | +27,520 | New |
| HRT Financial LP | 27,469 | $939.0K | 0.01% | −23,543−46.2% | Reduced |
| O'Neil Global Advisors, Inc. | 27,442 | $939.0K | 0.29% | +27,442 | New |
| Shell Asset Management Co | 27,428 | $938.0K | 0.02% | +1,490+5.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 27,110 | $927.0K | 0.00% | −2,884−9.6% | Reduced |
| State of Wisconsin Investment Board | 26,331 | $901.0K | 0.00% | −1,988−7.0% | Reduced |
| Equitable Trust Co | 26,335 | $901.0K | 0.06% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 26,893 | $900.0K | 0.00% | −12,231−31.3% | Reduced |
| Canada Pension Plan Investment Board | 26,281 | $898.0K | 0.00% | −103,248−79.7% | Reduced |
| Illinois Municipal Retirement Fund | 26,239 | $897.0K | 0.04% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 25,312 | $866.0K | 0.10% | +25,312 | New |
| Cambridge Investment Research Advisors, Inc. | 25,157 | $860.0K | 0.00% | +25,157 | New |
| Parsons Capital Management Inc | 24,743 | $846.0K | 0.06% | 00.0% | Unchanged |
| Banco Santander, S.A. | 24,474 | $837.0K | 0.00% | +2,459+11.2% | Added |
| First Republic Investment Management, Inc. | 24,057 | $823.0K | 0.00% | +1,646+7.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 23,900 | $817.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 23,810 | $814.0K | 0.01% | +2,437+11.4% | Added |
| HighTower Advisors, LLC | 23,647 | $808.0K | 0.00% | +2,511+11.9% | Added |
| Cubic Asset Management, LLC | 23,590 | $807.0K | 0.20% | 00.0% | Unchanged |
| Advisor Partners LLC | 23,179 | $793.0K | 0.05% | −245−1.0% | Reduced |
| Prudential PLC | 22,734 | $778.0K | 0.01% | +8,012+54.4% | Added |
| Ci Investments Inc. | 21,993 | $752.0K | 0.00% | +19,582+812.2% | Added |
| Crossmark Global Holdings, Inc. | 21,968 | $751.0K | 0.02% | −1,410−6.0% | Reduced |
| Evercore Wealth Management, LLC | 21,853 | $747.0K | 0.01% | 00.0% | Unchanged |
| Roosevelt Investment Group LLC | 21,581 | $738.0K | 0.04% | −89−0.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,110 | $722.0K | 0.00% | −1,320−5.9% | Reduced |
| Hillsdale Investment Management Inc. | 20,980 | $718.0K | 0.06% | −1,200−5.4% | Reduced |
| Public Employees Retirement Association of Colorado | 19,619 | $671.0K | 0.00% | 00.0% | Unchanged |
| Winton Group Ltd | 19,445 | $665.0K | 0.04% | −4,482−18.7% | Reduced |
| Magnetar Financial LLC | 18,972 | $649.0K | 0.01% | +18,972 | New |
| Securian Asset Management, Inc | 18,385 | $629.0K | 0.01% | −723−3.8% | Reduced |
| Abbrea Capital, LLC | 18,360 | $628.0K | 0.09% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 17,566 | $601.0K | 0.10% | 00.0% | Unchanged |
| Pitcairn Co | 17,296 | $591.0K | 0.04% | −362−2.1% | Reduced |
| Maryland State Retirement & Pension System | 17,170 | $574.0K | 0.02% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 16,576 | $567.0K | 0.01% | −36−0.2% | Reduced |
| Wolverine Trading, LLC | 16,450 | $563.0K | 0.02% | −16,603−50.2% | Reduced |
| Wellington Management Group LLP | 16,209 | $554.0K | 0.00% | +16,209 | New |
| Tower Research Capital LLC (TRC) | 15,954 | $546.0K | 0.01% | +7,667+92.5% | Added |
| Silvercrest Asset Management Group LLC | 15,950 | $545.0K | 0.00% | −695−4.2% | Reduced |
| Avantax Advisory Services, Inc. | 15,631 | $536.0K | 0.01% | +8,020+105.4% | Added |
| Citadel Investment Advisory, Inc. | 15,585 | $533.0K | 0.33% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 15,217 | $520.0K | 0.00% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 15,183 | $519.0K | 0.15% | −1,050−6.5% | Reduced |
| Johnson Financial Group, Inc. | 15,156 | $518.0K | 0.03% | +15,156 | New |
| Vestmark Advisory Solutions, Inc. | 15,076 | $516.0K | 0.04% | −110−0.7% | Reduced |
| MYDA Advisors LLC | 15,000 | $513.0K | 0.14% | −105,000−87.5% | Reduced |
| Joel Isaacson & Co., LLC | 15,000 | $513.0K | 0.04% | 00.0% | Unchanged |
| Harbor Advisors LLC | 15,000 | $513.0K | 0.10% | 00.0% | Unchanged |
| Teza Capital Management LLC | 14,972 | $512.0K | 0.08% | −39,451−72.5% | Reduced |
| Pictet Asset Management Ltd | 14,831 | $507.0K | 0.00% | −1,269−7.9% | Reduced |
| Monetary Management Group Inc | 14,600 | $499.0K | 0.15% | 00.0% | Unchanged |
| Optimal Asset Management, Inc. | 14,500 | $496.0K | 0.06% | 00.0% | Unchanged |
| Walleye Capital LLC | 14,493 | $496.0K | 0.02% | +14,493 | New |
| AMP Capital Investors Ltd | 14,401 | $493.0K | 0.00% | 00.0% | Unchanged |
| CPWM, LLC | 14,003 | $479.0K | 0.04% | −13,566−49.2% | Reduced |
| Wedbush Securities Inc | 13,994 | $479.0K | 0.02% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 13,988 | $478.0K | 0.00% | −136−1.0% | Reduced |
| Mariner, LLC | 13,785 | $471.0K | 0.00% | +2,239+19.4% | Added |
| Bessemer Group Inc | 13,500 | $462.0K | 0.00% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 13,355 | $457.0K | 0.03% | +2,851+27.1% | Added |