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, Q3 2021
Institutional positions in Jefferies Financial Group Inc. as of Sep 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
- 474
- +46 vs. Q2 2021
- Shares held
- 170.7M
- −532.2K (−0.3%) vs. Q2 2021
- Total value
- $6.34B
- +$489.3M (+8.4%) vs. Q2 2021
- New holders
- 79
- 120 more added
- Sold out
- 33
- 193 more reduced
5 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Jefferies Financial Group Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,110 | $784.0K | 0.00% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 21,853 | $811.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 21,954 | $815.0K | 0.06% | +6,798+44.9% | Added |
| Prudential PLC | 22,273 | $827.0K | 0.01% | −461−2.0% | Reduced |
| Xponance, Inc. | 22,369 | $831.0K | 0.02% | −1,441−6.1% | Reduced |
| Advisor Partners LLC | 22,591 | $839.0K | 0.06% | −588−2.5% | Reduced |
| Cetera Advisors LLC | 23,111 | $858.0K | 0.02% | +23,111 | New |
| KBC Group NV | 23,207 | $862.0K | 0.00% | −5,516−19.2% | Reduced |
| Cubic Asset Management, LLC | 23,590 | $876.0K | 0.22% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 24,276 | $877.0K | 0.00% | −2,617−9.7% | Reduced |
| Walleye Capital LLC | 23,865 | $886.0K | 0.03% | +9,372+64.7% | Added |
| First Republic Investment Management, Inc. | 23,959 | $890.0K | 0.00% | −98−0.4% | Reduced |
| Equitable Trust Co | 24,380 | $905.0K | 0.06% | −1,955−7.4% | Reduced |
| Parsons Capital Management Inc | 24,743 | $919.0K | 0.07% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 25,285 | $939.0K | 0.00% | +128+0.5% | Added |
| Shell Asset Management Co | 26,298 | $976.0K | 0.02% | −1,130−4.1% | Reduced |
| Pinebridge Investments, L.P. | 26,393 | $980.0K | 0.01% | −22,538−46.1% | Reduced |
| Delphi Management Inc | 26,816 | $996.0K | 1.02% | −704−2.6% | Reduced |
| Caxton Associates LP | 26,857 | $997.0K | 0.14% | −7,779−22.5% | Reduced |
| Balyasny Asset Management LLC | 27,437 | $1.02M | 0.00% | +27,437 | New |
| State of Wisconsin Investment Board | 27,620 | $1.03M | 0.00% | +1,289+4.9% | Added |
| Winton Group Ltd | 27,994 | $1.04M | 0.06% | +8,549+44.0% | Added |
| Wellington Shields Capital Management, LLC | 28,001 | $1.04M | 0.14% | +10.0% | Added |
| Canada Pension Plan Investment Board | 28,751 | $1.07M | 0.00% | +2,470+9.4% | Added |
| Huber Capital Management LLC | 29,100 | $1.08M | 0.28% | +22,600+347.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 29,463 | $1.09M | 0.00% | +2,353+8.7% | Added |
| Pacer Advisors, Inc. | 30,096 | $1.12M | 0.01% | −6,807−18.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 30,200 | $1.12M | 0.01% | −3,500−10.4% | Reduced |
| State of Alaska, Department of Revenue | 30,331 | $1.13M | 0.01% | −736−2.4% | Reduced |
| AMG National Trust Bank | 30,635 | $1.14M | 0.04% | −11,241−26.8% | Reduced |
| Hartford Investment Management Co | 30,618 | $1.14M | 0.03% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 30,694 | $1.14M | 0.18% | +538+1.8% | Added |
| ProShare Advisors LLC | 30,710 | $1.14M | 0.00% | −1,572−4.9% | Reduced |
| Franklin Resources Inc | 30,839 | $1.15M | 0.00% | −5,575−15.3% | Reduced |
| Trexquant Investment LP | 32,004 | $1.19M | 0.09% | +32,004 | New |
| Northwestern Mutual Investment Management Company, LLC | 32,647 | $1.21M | 0.02% | −670−2.0% | Reduced |
| Rehmann Capital Advisory Group | 32,661 | $1.23M | 0.12% | +1,061+3.4% | Added |
| Standard Life Aberdeen plc | 32,668 | $1.23M | 0.00% | −4,256−11.5% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 33,403 | $1.24M | 0.06% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 33,647 | $1.25M | 0.01% | +6,090+22.1% | Added |
| Commonwealth Equity Services, LLC | 33,678 | $1.25M | 0.00% | +1,649+5.1% | Added |
| Point72 Hong Kong Ltd | 33,745 | $1.25M | 0.10% | +33,745 | New |
| US Bancorp | 34,579 | $1.28M | 0.00% | −730−2.1% | Reduced |
| Caption Management, LLC | 35,000 | $1.30M | 0.09% | +5,000+16.7% | Added |
| Illinois Municipal Retirement Fund | 35,731 | $1.33M | 0.05% | +9,492+36.2% | Added |
| Handelsbanken Fonder AB | 36,103 | $1.34M | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 36,504 | $1.36M | 0.02% | −1,684−4.4% | Reduced |
| NN Investment Partners Holdings N.V. | 36,900 | $1.37M | 0.01% | −5,100−12.1% | Reduced |
| Manning & Napier Group, LLC | 37,532 | $1.39M | 0.01% | 00.0% | Unchanged |
| FMR LLC | 37,779 | $1.40M | 0.00% | +29,672+366.0% | Added |
| Full18 Capital LLC | 38,367 | $1.43M | 0.57% | +38,367 | New |
| Pinnacle Associates Ltd | 38,970 | $1.45M | 0.03% | +38,970 | New |
| Stephens Inc | 39,171 | $1.45M | 0.02% | +357+0.9% | Added |
| Utah Retirement Systems | 39,584 | $1.47M | 0.02% | −3,000−7.0% | Reduced |
| Convergence Investment Partners, LLC | 39,647 | $1.47M | 0.79% | −7,831−16.5% | Reduced |
| Ascendant Capital Management, LLC | 40,000 | $1.49M | 1.12% | +40,000 | New |
| ExodusPoint Capital Management, LP | 40,777 | $1.51M | 0.02% | +40,777 | New |
| New Mexico Educational Retirement Board | 42,000 | $1.56M | 0.05% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 42,286 | $1.57M | 0.02% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 42,305 | $1.57M | 0.83% | +42,305 | New |
| Safeguard Investment Advisory Group, LLC | 43,507 | $1.61M | 1.04% | +2,614+6.4% | Added |
| Investors Research Corp | 44,446 | $1.65M | 0.56% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 45,320 | $1.68M | 0.09% | −40,991−47.5% | Reduced |
| Quantedge Capital Pte Ltd | 46,000 | $1.71M | 0.83% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 46,553 | $1.73M | 0.00% | +22,906+96.9% | Added |
| Federated Hermes, Inc. | 46,831 | $1.74M | 0.00% | −1,789−3.7% | Reduced |
| DCM Advisors, LLC | 47,452 | $1.76M | 0.68% | −13,274−21.9% | Reduced |
| Dana Investment Advisors, Inc. | 48,234 | $1.79M | 0.08% | −5,518−10.3% | Reduced |
| Steel Peak Wealth Management LLC | 48,440 | $1.80M | 0.12% | −6,317−11.5% | Reduced |
| CIBC World Markets Inc. | 48,670 | $1.81M | 0.01% | +48,670 | New |
| Old National Bancorp | 48,678 | $1.81M | 0.07% | −556−1.1% | Reduced |
| Edgestream Partners, L.P. | 48,716 | $1.81M | 0.11% | +48,716 | New |
| State of Michigan Retirement System | 49,511 | $1.84M | 0.01% | −900−1.8% | Reduced |
| Louisiana State Employees Retirement System | 50,400 | $1.87M | 0.05% | −1,500−2.9% | Reduced |
| Ameritas Investment Partners, Inc. | 52,350 | $1.94M | 0.07% | −1,721−3.2% | Reduced |
| Marshall Wace, LLP | 52,981 | $1.97M | 0.01% | +52,981 | New |
| Bowling Portfolio Management LLC | 53,087 | $1.97M | 0.44% | +86+0.2% | Added |
| Jump Financial, LLC | 53,798 | $2.00M | 0.14% | +53,798 | New |
| Gateway Investment Advisers LLC | 54,115 | $2.01M | 0.02% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 54,788 | $2.03M | 0.20% | +300+0.6% | Added |
| Symmetry Partners, LLC | 53,137 | $2.04M | 0.13% | +11,236+26.8% | Added |
| Arizona State Retirement System | 57,182 | $2.12M | 0.02% | −579−1.0% | Reduced |
| Westpac Banking Corp | 58,779 | $2.18M | 0.02% | −91,790−61.0% | Reduced |
| Truist Financial Corp | 59,351 | $2.20M | 0.00% | −730,414−92.5% | Reduced |
| Alberta Investment Management Corp | 59,500 | $2.21M | 0.02% | −23,600−28.4% | Reduced |
| Prescott Group Capital Management, L.L.C. | 60,000 | $2.23M | 0.61% | 00.0% | Unchanged |
| Boston Partners | 60,095 | $2.23M | 0.00% | −8,658−12.6% | Reduced |
| CIBC Private Wealth Group, LLC | 60,173 | $2.23M | 0.01% | +395+0.7% | Added |
| Parallax Volatility Advisers, L.P. | 60,921 | $2.26M | 0.02% | +60,921 | New |
| PFS Investments Inc. | 52,234 | $2.27M | 0.05% | +17,750+51.5% | Added |
| Kingsview Wealth Management, LLC | 62,030 | $2.30M | 0.11% | −27,264−30.5% | Reduced |
| Wittenberg Investment Management, Inc. | 62,784 | $2.33M | 0.90% | −2,800−4.3% | Reduced |
| Vident Investment Advisory, LLC | 63,167 | $2.35M | 0.07% | −14,579−18.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 65,291 | $2.42M | 0.03% | −1,352−2.0% | Reduced |
| Squarepoint Ops LLC | 66,047 | $2.45M | 0.02% | +66,047 | New |
| Thrivent Financial for Lutherans | 67,004 | $2.49M | 0.01% | −48,230−41.9% | Reduced |
| Oregon Public Employees Retirement Fund | 67,359 | $2.50M | 0.03% | −889−1.3% | Reduced |
| Price Michael F | 67,500 | $2.51M | 0.29% | −10,000−12.9% | Reduced |
| STRS Ohio | 67,589 | $2.51M | 0.01% | −13,839−17.0% | Reduced |
| Storebrand Asset Management AS | 67,670 | $2.51M | 0.01% | −6,587−8.9% | Reduced |