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, Q4 2021
Institutional positions in Jefferies Financial Group Inc. as of Dec 31, 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
- 505
- +35 vs. Q3 2021
- Shares held
- 167.1M
- −3.54M (−2.1%) vs. Q3 2021
- Total value
- $6.48B
- +$143.2M (+2.3%) vs. Q3 2021
- New holders
- 92
- 154 more added
- Sold out
- 57
- 170 more reduced
4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Jefferies Financial Group Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 22,104,360 | $857.6M | 0.02% | +105,298+0.5% | Added |
| BlackRock Inc. | 18,249,052 | $708.1M | 0.02% | +563,500+3.2% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 10,500,000 | $407.4M | 11.96% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 5,754,535 | $223.3M | 2.77% | −1,043,042−15.3% | Reduced |
| State Street Corp | 5,700,991 | $221.2M | 0.01% | +217,365+4.0% | Added |
| First Trust Advisors LP | 4,945,818 | $191.9M | 0.19% | +927,840+23.1% | Added |
| Alliancebernstein L.P. | 4,550,667 | $176.6M | 0.06% | +2,174,282+91.5% | Added |
| Geode Capital Management, LLC | 3,817,082 | $148.1M | 0.02% | +182,064+5.0% | Added |
| Dimensional Fund Advisors LP | 3,751,881 | $145.6M | 0.04% | +36,748+1.0% | Added |
| LSV Asset Management | 3,612,705 | $140.2M | 0.25% | +308,300+9.3% | Added |
| Burgundy Asset Management Ltd. | 3,463,898 | $134.4M | 1.31% | +47,666+1.4% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 3,437,553 | $133.4M | 0.42% | −833,126−19.5% | Reduced |
| Goldman Sachs Group Inc | 3,259,892 | $126.5M | 0.03% | −2,218,193−40.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 3,033,397 | $117.7M | 0.14% | −806,149−21.0% | Reduced |
| Donald Smith & Co., Inc. | 2,807,389 | $108.9M | 3.86% | −107,317−3.7% | Reduced |
| Bank of New York Mellon Corp | 2,652,420 | $102.9M | 0.02% | +78,408+3.0% | Added |
| Norges Bank | 2,186,262 | $84.8M | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,152,407 | $83.5M | 0.57% | +86,376+4.2% | Added |
| Beck Mack & Oliver LLC | 2,014,132 | $78.1M | 1.86% | −37,127−1.8% | Reduced |
| JPMorgan Chase & Co | 1,997,255 | $77.5M | 0.01% | −18,734−0.9% | Reduced |
| Artemis Investment Management LLP | 1,684,911 | $65.3M | 0.47% | +322,049+23.6% | Added |
| Northern Trust Corp | 1,650,641 | $64.0M | 0.01% | −71,891−4.2% | Reduced |
| Invesco Ltd. | 1,613,730 | $62.6M | 0.02% | −45,022−2.7% | Reduced |
| Private Management Group Inc | 1,532,834 | $59.5M | 2.38% | −151,169−9.0% | Reduced |
| Miller Howard Investments Inc | 1,526,438 | $59.2M | 2.19% | +15,850+1.0% | Added |
| Allianz Asset Management GmbH | 1,427,757 | $55.4M | 0.04% | +84,059+6.3% | Added |
| AQR Capital Management LLC | 1,177,204 | $45.7M | 0.08% | +241,619+25.8% | Added |
| Nuveen Asset Management, LLC | 1,134,694 | $44.0M | 0.01% | −49,927−4.2% | Reduced |
| Assetmark, Inc | 1,111,945 | $43.1M | 0.18% | +252,876+29.4% | Added |
| Charles Schwab Investment Management Inc | 1,105,109 | $42.9M | 0.01% | −158,222−12.5% | Reduced |
| Ceredex Value Advisors LLC | 1,074,503 | $41.7M | 0.45% | −436,682−28.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,023,584 | $39.7M | 0.23% | −585,460−36.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 811,444 | $31.5M | 0.07% | −143,584−15.0% | Reduced |
| Hosking Partners LLP | 805,368 | $31.2M | 0.75% | −15,467−1.9% | Reduced |
| Wedge Capital Management L L P | 803,380 | $31.2M | 0.39% | −122,258−13.2% | Reduced |
| Man Group plc | 790,198 | $30.7M | 0.10% | +504,532+176.6% | Added |
| Private Capital Management, LLC | 789,105 | $30.6M | 4.73% | +3,480+0.4% | Added |
| Ameriprise Financial Inc | 830,166 | $29.8M | 0.01% | +442,585+114.2% | Added |
| Pacifica Capital Investments, LLC | 743,116 | $28.8M | 8.87% | −47,900−6.1% | Reduced |
| Bank of America Corp | 724,629 | $28.1M | 0.00% | −58,326−7.4% | Reduced |
| Principal Financial Group Inc | 712,112 | $27.6M | 0.02% | −8,830−1.2% | Reduced |
| First Wilshire Securities Management Inc | 708,949 | $27.5M | 8.58% | −12,496−1.7% | Reduced |
| PGGM Investments | 659,332 | $25.6M | 0.13% | −55,807−7.8% | Reduced |
| Victory Capital Management Inc | 636,625 | $24.7M | 0.02% | +318,463+100.1% | Added |
| Royal Bank of Canada | 630,146 | $24.4M | 0.01% | −518,351−45.1% | Reduced |
| Morgan Stanley | 627,829 | $24.4M | 0.00% | +14,030+2.3% | Added |
| Retirement Systems of Alabama | 618,344 | $24.0M | 0.08% | +1,351+0.2% | Added |
| Moerus Capital Management LLC | 590,485 | $22.9M | 9.97% | +4,112+0.7% | Added |
| Mraz, Amerine & Associates, Inc. | 551,469 | $21.4M | 5.50% | −11,571−2.1% | Reduced |
| Legal & General Group Plc | 534,264 | $20.7M | 0.01% | −2,484−0.5% | Reduced |
| American Century Companies Inc | 534,254 | $20.7M | 0.01% | −15,087−2.7% | Reduced |
| Rhumbline Advisers | 529,297 | $20.5M | 0.03% | −9,976−1.8% | Reduced |
| Parametric Portfolio Associates LLC | 528,019 | $20.5M | 0.01% | +31,231+6.3% | Added |
| California Public Employees Retirement System | 485,249 | $18.8M | 0.01% | −21,585−4.3% | Reduced |
| Voloridge Investment Management, LLC | 469,140 | $18.2M | 0.10% | +453,345+2,870.2% | Added |
| Swiss National Bank | 461,900 | $17.9M | 0.01% | −1,900−0.4% | Reduced |
| GoodHaven Capital Management, LLC | 451,599 | $17.5M | 10.24% | 00.0% | Unchanged |
| Robotti Robert | 441,006 | $17.1M | 3.47% | −5,964−1.3% | Reduced |
| Bamco Inc | 440,000 | $17.1M | 0.04% | +440,000 | New |
| UBS Asset Management Americas Inc | 438,986 | $17.0M | 0.01% | −55,532−11.2% | Reduced |
| First Manhattan Co | 414,890 | $16.1M | 0.05% | −6,460−1.5% | Reduced |
| Millennium Management LLC | 386,620 | $15.0M | 0.02% | −209,279−35.1% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 384,575 | $14.9M | 2.92% | −13,376−3.4% | Reduced |
| Agf Investments Inc. | 375,000 | $14.6M | 0.10% | 00.0% | Unchanged |
| Citadel Advisors LLC | 361,502 | $14.0M | 0.02% | +340,872+1,652.3% | Added |
| Iat Reinsurance Co Ltd. | 360,872 | $14.0M | 2.30% | 00.0% | Unchanged |
| Wells Fargo & Company | 346,728 | $13.5M | 0.00% | −283,665−45.0% | Reduced |
| Oppenheimer & Co Inc | 342,316 | $13.3M | 0.23% | +83,973+32.5% | Added |
| NewEdge Wealth, LLC | 337,225 | $13.1M | 0.55% | −839−0.2% | Reduced |
| American International Group, Inc. | 332,460 | $12.9M | 0.06% | −8,138−2.4% | Reduced |
| Rock Point Advisors, LLC | 330,988 | $12.8M | 3.62% | −50,760−13.3% | Reduced |
| State Board of Administration of Florida Retirement System | 303,030 | $11.8M | 0.02% | −3,247−1.1% | Reduced |
| Brandywine Global Investment Management, LLC | 299,702 | $11.6M | 0.08% | −5,279−1.7% | Reduced |
| California State Teachers Retirement System | 299,040 | $11.6M | 0.01% | −62,334−17.2% | Reduced |
| New York State Teachers Retirement System | 295,996 | $11.5M | 0.02% | +22,455+8.2% | Added |
| Janus Henderson Group PLC | 290,142 | $11.3M | 0.00% | −12,527−4.1% | Reduced |
| Prudential Financial Inc | 234,240 | $10.2M | 0.01% | −34,452−12.8% | Reduced |
| Franklin Resources Inc | 258,795 | $10.0M | 0.00% | +227,956+739.2% | Added |
| Mastrapasqua Asset Management Inc | 258,102 | $10.0M | 0.98% | +50,732+24.5% | Added |
| LPL Financial LLC | 256,327 | $9.95M | 0.01% | −3,349−1.3% | Reduced |
| Virginia Retirement Systems Et Al | 254,900 | $9.89M | 0.09% | +1,200+0.5% | Added |
| Raymond James & Associates | 253,934 | $9.85M | 0.01% | +54,192+27.1% | Added |
| Wallace Capital Management Inc. | 251,074 | $9.74M | 1.37% | +1,971+0.8% | Added |
| UBS Group AG | 247,407 | $9.60M | 0.00% | −170.0% | Reduced |
| New York State Common Retirement Fund | 241,114 | $9.36M | 0.01% | −10,855−4.3% | Reduced |
| Renaissance Technologies LLC | 228,989 | $8.88M | 0.01% | −172,400−43.0% | Reduced |
| Manufacturers Life Insurance Company, The | 222,241 | $8.62M | 0.01% | −5,276−2.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 220,470 | $8.55M | 0.15% | −9,032−3.9% | Reduced |
| Zacks Investment Management | 220,015 | $8.54M | 0.12% | +76,872+53.7% | Added |
| Merrion Investment Management Co, LLC | 214,416 | $8.32M | 6.10% | 00.0% | Unchanged |
| ACR Alpine Capital Research, LLC | 201,845 | $7.83M | 0.42% | +9,693+5.0% | Added |
| Deutsche Bank AG | 199,922 | $7.76M | 0.00% | −35,969−15.2% | Reduced |
| Waterfront Wealth Inc. | 198,282 | $7.69M | 3.05% | −21,081−9.6% | Reduced |
| Lafayette Investments, Inc. | 189,523 | $7.35M | 1.84% | +580+0.3% | Added |
| Credit Suisse AG | 188,470 | $7.31M | 0.01% | −27,702−12.8% | Reduced |
| Gabelli Funds LLC | 176,510 | $6.85M | 0.04% | −7,200−3.9% | Reduced |
| Mutual of America Capital Management LLC | 175,714 | $6.82M | 0.07% | +1,420+0.8% | Added |
| Allspring Global Investments Holdings, LLC | 174,230 | $6.76M | 0.01% | +174,230 | New |
| Cubist Systematic Strategies, LLC | 170,187 | $6.60M | 0.06% | −91,453−35.0% | Reduced |
| Karp Capital Management Corp | 168,915 | $6.55M | 0.82% | +22,772+15.6% | Added |