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 |
|---|---|---|---|---|---|
| Bank of Nova Scotia | 330,760 | $12.3M | 0.02% | +51,800+18.6% | Added |
| Barclays PLC | 331,374 | $12.3M | 0.01% | −41,470−11.1% | Reduced |
| NewEdge Wealth, LLC | 338,064 | $12.6M | 0.75% | +18,181+5.7% | Added |
| American International Group, Inc. | 340,598 | $12.6M | 0.07% | −15,011−4.2% | Reduced |
| Iat Reinsurance Co Ltd. | 360,872 | $13.4M | 2.01% | 00.0% | Unchanged |
| California State Teachers Retirement System | 361,374 | $13.4M | 0.02% | −12,488−3.3% | Reduced |
| Agf Investments Inc. | 375,000 | $13.9M | 0.11% | +60,000+19.0% | Added |
| Rock Point Advisors, LLC | 381,748 | $14.2M | 4.15% | −1,445−0.4% | Reduced |
| Ameriprise Financial Inc | 387,581 | $14.4M | 0.00% | −99,848−20.5% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 397,951 | $14.8M | 3.07% | −205,660−34.1% | Reduced |
| Renaissance Technologies LLC | 401,389 | $14.9M | 0.02% | −938,800−70.0% | Reduced |
| First Manhattan Co | 421,350 | $15.6M | 0.06% | −8,299−1.9% | Reduced |
| Robotti Robert | 446,970 | $16.6M | 3.81% | −1,580−0.4% | Reduced |
| GoodHaven Capital Management, LLC | 451,599 | $16.8M | 10.92% | +600+0.1% | Added |
| Swiss National Bank | 463,800 | $17.2M | 0.01% | −4,600−1.0% | Reduced |
| Hennessy Advisors Inc | 472,700 | $17.6M | 1.05% | −29,800−5.9% | Reduced |
| UBS Asset Management Americas Inc | 494,518 | $18.4M | 0.01% | +7,124+1.5% | Added |
| Parametric Portfolio Associates LLC | 496,788 | $18.4M | 0.01% | −57,436−10.4% | Reduced |
| Bank of Montreal | 496,507 | $18.7M | 0.01% | −40,453−7.5% | Reduced |
| California Public Employees Retirement System | 506,834 | $18.8M | 0.01% | −9,739−1.9% | Reduced |
| Legal & General Group Plc | 536,748 | $19.9M | 0.01% | +4,953+0.9% | Added |
| Rhumbline Advisers | 539,273 | $20.0M | 0.03% | −20,295−3.6% | Reduced |
| American Century Companies Inc | 549,341 | $20.4M | 0.01% | +475,088+639.8% | Added |
| Mraz, Amerine & Associates, Inc. | 563,040 | $20.9M | 5.71% | −20,150−3.5% | Reduced |
| Moerus Capital Management LLC | 586,373 | $21.8M | 10.10% | −215,776−26.9% | Reduced |
| Millennium Management LLC | 595,899 | $22.1M | 0.03% | +473,600+387.2% | Added |
| Morgan Stanley | 613,799 | $22.8M | 0.00% | −115,402−15.8% | Reduced |
| Acadian Asset Management LLC | 617,003 | $22.9M | 0.09% | −315,819−33.9% | Reduced |
| Retirement Systems of Alabama | 616,993 | $22.9M | 0.09% | −4,722−0.8% | Reduced |
| Wells Fargo & Company | 630,393 | $23.4M | 0.01% | +65,027+11.5% | Added |
| Luxor Capital Group, LP | 695,600 | $25.8M | 0.66% | +695,600 | New |
| PGGM Investments | 715,139 | $26.6M | 0.14% | −144,181−16.8% | Reduced |
| Principal Financial Group Inc | 720,942 | $26.8M | 0.02% | −91,447−11.3% | Reduced |
| First Wilshire Securities Management Inc | 721,445 | $26.8M | 8.88% | −1,071−0.1% | Reduced |
| Bank of America Corp | 782,955 | $29.1M | 0.00% | −49,064−5.9% | Reduced |
| Private Capital Management, LLC | 785,625 | $29.2M | 4.67% | −9,230−1.2% | Reduced |
| Pacifica Capital Investments, LLC | 791,016 | $29.4M | 9.49% | +12,960+1.7% | Added |
| Hosking Partners LLP | 820,835 | $30.5M | 0.75% | −91,320−10.0% | Reduced |
| Assetmark, Inc | 859,069 | $31.9M | 0.14% | +303,371+54.6% | Added |
| Wedge Capital Management L L P | 925,638 | $34.4M | 0.44% | −109,152−10.5% | Reduced |
| AQR Capital Management LLC | 935,585 | $34.7M | 0.06% | −262,088−21.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 955,028 | $35.5M | 0.08% | +91,977+10.7% | Added |
| Royal Bank of Canada | 1,148,497 | $42.6M | 0.01% | +17,843+1.6% | Added |
| Nuveen Asset Management, LLC | 1,184,621 | $44.0M | 0.01% | +123,612+11.7% | Added |
| Charles Schwab Investment Management Inc | 1,263,331 | $46.9M | 0.02% | +7,237+0.6% | Added |
| Allianz Asset Management GmbH | 1,343,698 | $49.9M | 0.04% | +365,707+37.4% | Added |
| Artemis Investment Management LLP | 1,362,862 | $50.6M | 0.40% | +630,361+86.1% | Added |
| Miller Howard Investments Inc | 1,510,588 | $56.1M | 2.32% | −5,668−0.4% | Reduced |
| Ceredex Value Advisors LLC | 1,511,185 | $56.1M | 0.64% | +46,146+3.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,609,044 | $59.7M | 0.39% | −632,452−28.2% | Reduced |
| Invesco Ltd. | 1,658,752 | $61.6M | 0.02% | +107,525+6.9% | Added |
| Private Management Group Inc | 1,684,003 | $62.5M | 2.61% | −17,078−1.0% | Reduced |
| Northern Trust Corp | 1,722,532 | $64.0M | 0.01% | −139,524−7.5% | Reduced |
| JPMorgan Chase & Co | 2,015,989 | $74.9M | 0.01% | −62,841−3.0% | Reduced |
| Beck Mack & Oliver LLC | 2,051,259 | $76.2M | 1.98% | −95,778−4.5% | Reduced |
| Captrust Financial Advisors | 2,066,031 | $76.7M | 0.64% | +44,088+2.2% | Added |
| Norges Bank | 2,186,262 | $81.2M | 0.02% | −127,214−5.5% | Reduced |
| Alliancebernstein L.P. | 2,376,385 | $88.2M | 0.03% | −1,005,807−29.7% | Reduced |
| Bank of New York Mellon Corp | 2,574,012 | $95.6M | 0.02% | −148,795−5.5% | Reduced |
| Donald Smith & Co., Inc. | 2,914,706 | $108.2M | 4.13% | −469,091−13.9% | Reduced |
| LSV Asset Management | 3,304,405 | $122.7M | 0.22% | +689,100+26.3% | Added |
| Burgundy Asset Management Ltd. | 3,416,232 | $126.8M | 1.24% | −1,335,161−28.1% | Reduced |
| Geode Capital Management, LLC | 3,635,018 | $135.0M | 0.02% | +289,573+8.7% | Added |
| Dimensional Fund Advisors LP | 3,715,133 | $138.0M | 0.04% | −42,685−1.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 3,839,546 | $142.6M | 0.18% | −24,304−0.6% | Reduced |
| First Trust Advisors LP | 4,017,978 | $149.2M | 0.16% | −6,489−0.2% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 4,270,679 | $158.6M | 0.53% | −24,453−0.6% | Reduced |
| Goldman Sachs Group Inc | 5,478,085 | $203.4M | 0.05% | −2,812,833−33.9% | Reduced |
| State Street Corp | 5,483,626 | $203.6M | 0.01% | −37,860−0.7% | Reduced |
| First Pacific Advisors, LP | 6,797,577 | $252.4M | 3.27% | −283,655−4.0% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 10,500,000 | $389.9M | 8.95% | +10,500,000 | New |
| BlackRock Inc. | 17,685,552 | $656.7M | 0.02% | −1,362,603−7.2% | Reduced |
| Vanguard Group Inc | 21,999,062 | $816.8M | 0.02% | −883,521−3.9% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 2 | – | – | +2 | New |
| Putnam Investments LLC | 0 | $0 | 0.00% | −298,856−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −196,075−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −176,234−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −139,784−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −102,836−100.0% | Sold out |
| Mendon Capital Advisors Corp | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −86,227−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −73,414−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −32,241−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −32,149−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −27,442−100.0% | Sold out |
| Kemnay Advisory Services Inc. | 0 | $0 | 0.00% | −25,312−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −24,474−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −23,900−100.0% | Sold out |
| Roosevelt Investment Group LLC | 0 | $0 | 0.00% | −21,581−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −18,972−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −16,450−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −14,972−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −13,500−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −10,654−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −10,615−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −8,961−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −7,922−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −7,421−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,730−100.0% | Sold out |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |