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 |
|---|---|---|---|---|---|
| State of Michigan Retirement System | 49,511 | $1.84M | 0.01% | −900−1.8% | Reduced |
| Edgestream Partners, L.P. | 48,716 | $1.81M | 0.11% | +48,716 | New |
| Old National Bancorp | 48,678 | $1.81M | 0.07% | −556−1.1% | Reduced |
| CIBC World Markets Inc. | 48,670 | $1.81M | 0.01% | +48,670 | New |
| Steel Peak Wealth Management LLC | 48,440 | $1.80M | 0.12% | −6,317−11.5% | Reduced |
| Dana Investment Advisors, Inc. | 48,234 | $1.79M | 0.08% | −5,518−10.3% | Reduced |
| DCM Advisors, LLC | 47,452 | $1.76M | 0.68% | −13,274−21.9% | Reduced |
| Federated Hermes, Inc. | 46,831 | $1.74M | 0.00% | −1,789−3.7% | Reduced |
| HighTower Advisors, LLC | 46,553 | $1.73M | 0.00% | +22,906+96.9% | Added |
| Quantedge Capital Pte Ltd | 46,000 | $1.71M | 0.83% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 45,320 | $1.68M | 0.09% | −40,991−47.5% | Reduced |
| Investors Research Corp | 44,446 | $1.65M | 0.56% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 43,507 | $1.61M | 1.04% | +2,614+6.4% | Added |
| Sculati Wealth Management, LLC | 42,305 | $1.57M | 0.83% | +42,305 | New |
| Employees Retirement System of Texas | 42,286 | $1.57M | 0.02% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 42,000 | $1.56M | 0.05% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 40,777 | $1.51M | 0.02% | +40,777 | New |
| Ascendant Capital Management, LLC | 40,000 | $1.49M | 1.12% | +40,000 | New |
| Convergence Investment Partners, LLC | 39,647 | $1.47M | 0.79% | −7,831−16.5% | Reduced |
| Utah Retirement Systems | 39,584 | $1.47M | 0.02% | −3,000−7.0% | Reduced |
| Stephens Inc | 39,171 | $1.45M | 0.02% | +357+0.9% | Added |
| Pinnacle Associates Ltd | 38,970 | $1.45M | 0.03% | +38,970 | New |
| Full18 Capital LLC | 38,367 | $1.43M | 0.57% | +38,367 | New |
| FMR LLC | 37,779 | $1.40M | 0.00% | +29,672+366.0% | Added |
| Manning & Napier Group, LLC | 37,532 | $1.39M | 0.01% | 00.0% | Unchanged |
| NN Investment Partners Holdings N.V. | 36,900 | $1.37M | 0.01% | −5,100−12.1% | Reduced |
| Metropolitan Life Insurance Co | 36,504 | $1.36M | 0.02% | −1,684−4.4% | Reduced |
| Handelsbanken Fonder AB | 36,103 | $1.34M | 0.01% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 35,731 | $1.33M | 0.05% | +9,492+36.2% | Added |
| Caption Management, LLC | 35,000 | $1.30M | 0.09% | +5,000+16.7% | Added |
| US Bancorp | 34,579 | $1.28M | 0.00% | −730−2.1% | Reduced |
| Point72 Hong Kong Ltd | 33,745 | $1.25M | 0.10% | +33,745 | New |
| Commonwealth Equity Services, LLC | 33,678 | $1.25M | 0.00% | +1,649+5.1% | Added |
| Teacher Retirement System of Texas | 33,647 | $1.25M | 0.01% | +6,090+22.1% | Added |
| Kiwi Wealth Investments Limited Partnership | 33,403 | $1.24M | 0.06% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 32,668 | $1.23M | 0.00% | −4,256−11.5% | Reduced |
| Rehmann Capital Advisory Group | 32,661 | $1.23M | 0.12% | +1,061+3.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 32,647 | $1.21M | 0.02% | −670−2.0% | Reduced |
| Trexquant Investment LP | 32,004 | $1.19M | 0.09% | +32,004 | New |
| Franklin Resources Inc | 30,839 | $1.15M | 0.00% | −5,575−15.3% | Reduced |
| ProShare Advisors LLC | 30,710 | $1.14M | 0.00% | −1,572−4.9% | Reduced |
| Berman Capital Advisors, LLC | 30,694 | $1.14M | 0.18% | +538+1.8% | Added |
| 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 |
| State of Alaska, Department of Revenue | 30,331 | $1.13M | 0.01% | −736−2.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 30,200 | $1.12M | 0.01% | −3,500−10.4% | Reduced |
| Pacer Advisors, Inc. | 30,096 | $1.12M | 0.01% | −6,807−18.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 29,463 | $1.09M | 0.00% | +2,353+8.7% | Added |
| Huber Capital Management LLC | 29,100 | $1.08M | 0.28% | +22,600+347.7% | Added |
| Canada Pension Plan Investment Board | 28,751 | $1.07M | 0.00% | +2,470+9.4% | Added |
| Wellington Shields Capital Management, LLC | 28,001 | $1.04M | 0.14% | +10.0% | Added |
| Winton Group Ltd | 27,994 | $1.04M | 0.06% | +8,549+44.0% | Added |
| State of Wisconsin Investment Board | 27,620 | $1.03M | 0.00% | +1,289+4.9% | Added |
| Balyasny Asset Management LLC | 27,437 | $1.02M | 0.00% | +27,437 | New |
| Caxton Associates LP | 26,857 | $997.0K | 0.14% | −7,779−22.5% | Reduced |
| Delphi Management Inc | 26,816 | $996.0K | 1.02% | −704−2.6% | Reduced |
| Pinebridge Investments, L.P. | 26,393 | $980.0K | 0.01% | −22,538−46.1% | Reduced |
| Shell Asset Management Co | 26,298 | $976.0K | 0.02% | −1,130−4.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 25,285 | $939.0K | 0.00% | +128+0.5% | Added |
| Parsons Capital Management Inc | 24,743 | $919.0K | 0.07% | 00.0% | Unchanged |
| Equitable Trust Co | 24,380 | $905.0K | 0.06% | −1,955−7.4% | Reduced |
| First Republic Investment Management, Inc. | 23,959 | $890.0K | 0.00% | −98−0.4% | Reduced |
| Walleye Capital LLC | 23,865 | $886.0K | 0.03% | +9,372+64.7% | Added |
| Neuberger Berman Group LLC | 24,276 | $877.0K | 0.00% | −2,617−9.7% | Reduced |
| Cubic Asset Management, LLC | 23,590 | $876.0K | 0.22% | 00.0% | Unchanged |
| KBC Group NV | 23,207 | $862.0K | 0.00% | −5,516−19.2% | Reduced |
| Cetera Advisors LLC | 23,111 | $858.0K | 0.02% | +23,111 | New |
| Advisor Partners LLC | 22,591 | $839.0K | 0.06% | −588−2.5% | Reduced |
| Xponance, Inc. | 22,369 | $831.0K | 0.02% | −1,441−6.1% | Reduced |
| Prudential PLC | 22,273 | $827.0K | 0.01% | −461−2.0% | Reduced |
| Johnson Financial Group, Inc. | 21,954 | $815.0K | 0.06% | +6,798+44.9% | Added |
| Evercore Wealth Management, LLC | 21,853 | $811.0K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,110 | $784.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 21,087 | $783.0K | 0.00% | −9,865−31.9% | Reduced |
| Driehaus Capital Management LLC | 21,031 | $781.0K | 0.01% | +8,531+68.2% | Added |
| Crossmark Global Holdings, Inc. | 20,988 | $779.0K | 0.02% | −980−4.5% | Reduced |
| Blueshift Asset Management, LLC | 20,791 | $772.0K | 0.04% | +20,791 | New |
| Citadel Advisors LLC | 20,630 | $766.0K | 0.00% | +20,630 | New |
| Public Employees Retirement Association of Colorado | 19,619 | $728.0K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 19,584 | $727.0K | 0.01% | +19,584 | New |
| Burney Co | 19,505 | $724.0K | 0.03% | +19,505 | New |
| TrinityPoint Wealth, LLC | 18,616 | $691.0K | 0.13% | +18,616 | New |
| Abbrea Capital, LLC | 18,360 | $682.0K | 0.10% | 00.0% | Unchanged |
| Cutler Group LP | 18,220 | $676.0K | 0.05% | +12,615+225.1% | Added |
| Vestmark Advisory Solutions, Inc. | 17,836 | $662.0K | 0.04% | +2,760+18.3% | Added |
| Algert Global LLC | 17,771 | $660.0K | 0.09% | +17,771 | New |
| Securian Asset Management, Inc | 17,723 | $658.0K | 0.01% | −662−3.6% | Reduced |
| Boenning & Scattergood, Inc. | 17,565 | $652.0K | 0.11% | −10.0% | Reduced |
| Fox Run Management, L.L.C. | 17,414 | $647.0K | 0.41% | +17,414 | New |
| Maryland State Retirement & Pension System | 17,170 | $645.0K | 0.02% | 00.0% | Unchanged |
| Pitcairn Co | 16,844 | $625.0K | 0.04% | −452−2.6% | Reduced |
| Ci Investments Inc. | 16,739 | $622.0K | 0.00% | −5,254−23.9% | Reduced |
| Balasa Dinverno & Foltz LLC | 16,625 | $617.0K | 0.04% | +3,270+24.5% | Added |
| Abacus Planning Group, Inc. | 16,116 | $598.0K | 0.19% | +16,116 | New |
| Diversified Trust Co | 15,978 | $593.0K | 0.02% | −22,477−58.5% | Reduced |
| Voloridge Investment Management, LLC | 15,795 | $586.0K | 0.00% | −420,611−96.4% | Reduced |
| Mirabella Financial Services LLP | 15,439 | $573.0K | 0.08% | +2,548+19.8% | Added |
| Brinker Capital Investments, LLC | 16,576 | $567.0K | 0.01% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 15,217 | $565.0K | 0.00% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 15,200 | $564.0K | 0.00% | −750−4.7% | Reduced |