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 |
|---|---|---|---|---|---|
| HMS Capital Management, LLC | 13,863 | $538.0K | 0.23% | +20.0% | Added |
| Blueshift Asset Management, LLC | 14,097 | $547.0K | 0.05% | −6,694−32.2% | Reduced |
| Bank Hapoalim BM | 14,237 | $552.0K | 0.06% | +2,062+16.9% | Added |
| Avantax Advisory Services, Inc. | 14,407 | $559.0K | 0.01% | +5,863+68.6% | Added |
| Candriam Luxembourg S.C.A. | 14,436 | $560.0K | 0.00% | −357−2.4% | Reduced |
| Engineers Gate Manager LP | 14,509 | $563.0K | 0.03% | +3,713+34.4% | Added |
| Mariner, LLC | 14,875 | $577.0K | 0.00% | +189+1.3% | Added |
| Joel Isaacson & Co., LLC | 15,000 | $582.0K | 0.04% | 00.0% | Unchanged |
| Harbor Advisors LLC | 15,000 | $582.0K | 0.11% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 15,200 | $590.0K | 0.00% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 15,585 | $605.0K | 0.35% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 15,857 | $615.0K | 0.00% | −50,190−76.0% | Reduced |
| Mercer Global Advisors Inc | 15,883 | $616.0K | 0.00% | +1,120+7.6% | Added |
| NorthCrest Asset Manangement, LLC | 15,950 | $619.0K | 0.03% | +15,950 | New |
| Pitcairn Co | 16,672 | $647.0K | 0.04% | −172−1.0% | Reduced |
| King Luther Capital Management Corp | 16,740 | $650.0K | 0.00% | +1,523+10.0% | Added |
| Alps Advisors Inc | 16,835 | $653.0K | 0.01% | +6,918+69.8% | Added |
| Ci Investments Inc. | 17,059 | $662.0K | 0.00% | +320+1.9% | Added |
| Maryland State Retirement & Pension System | 17,170 | $666.0K | 0.02% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 17,566 | $682.0K | 0.11% | +10.0% | Added |
| Securian Asset Management, Inc | 17,595 | $683.0K | 0.01% | −128−0.7% | Reduced |
| Warther Private Wealth, LLC | 18,291 | $723.0K | 0.54% | +7,539+70.1% | Added |
| Kestra Advisory Services, LLC | 18,720 | $726.0K | 0.01% | −864−4.4% | Reduced |
| TrinityPoint Wealth, LLC | 18,784 | $729.0K | 0.13% | +168+0.9% | Added |
| Crossmark Global Holdings, Inc. | 19,088 | $741.0K | 0.02% | −1,900−9.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 19,235 | $746.0K | 0.04% | +1,399+7.8% | Added |
| Public Employees Retirement Association of Colorado | 19,619 | $761.0K | 0.00% | 00.0% | Unchanged |
| Burney Co | 19,928 | $773.0K | 0.03% | +423+2.2% | Added |
| Parsec Financial Management, Inc. | 20,019 | $777.0K | 0.03% | +8,596+75.3% | Added |
| Quent Capital, LLC | 20,081 | $779.0K | 0.16% | +20,081 | New |
| Driehaus Capital Management LLC | 20,331 | $789.0K | 0.01% | −700−3.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 20,906 | $811.0K | 0.04% | +8,540+69.1% | Added |
| Point72 Hong Kong Ltd | 20,917 | $812.0K | 0.07% | −12,828−38.0% | Reduced |
| Prudential PLC | 20,980 | $814.0K | 0.01% | −1,293−5.8% | Reduced |
| Evercore Wealth Management, LLC | 21,853 | $848.0K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 21,928 | $851.0K | 0.01% | −441−2.0% | Reduced |
| Wright Investors Service Inc | 21,953 | $852.0K | 0.22% | +8,396+61.9% | Added |
| Johnson Financial Group, Inc. | 22,316 | $866.0K | 0.05% | +362+1.6% | Added |
| Caxton Associates LP | 22,505 | $873.0K | 0.11% | −4,352−16.2% | Reduced |
| SG Americas Securities, LLC | 22,622 | $878.0K | 0.01% | +10,883+92.7% | Added |
| Balasa Dinverno & Foltz LLC | 22,797 | $885.0K | 0.06% | +6,172+37.1% | Added |
| Bard Financial Services, Inc. | 23,000 | $892.0K | 0.07% | +14,000+155.6% | Added |
| Cubic Asset Management, LLC | 23,590 | $915.0K | 0.21% | 00.0% | Unchanged |
| Advisor Partners LLC | 23,690 | $920.0K | 0.06% | +1,099+4.9% | Added |
| US Bancorp | 24,204 | $940.0K | 0.00% | −10,375−30.0% | Reduced |
| Equitable Trust Co | 24,380 | $946.0K | 0.06% | 00.0% | Unchanged |
| Cetera Advisors LLC | 24,431 | $948.0K | 0.02% | +1,320+5.7% | Added |
| Delphi Management Inc | 24,712 | $959.0K | 0.90% | −2,104−7.8% | Reduced |
| Parsons Capital Management Inc | 24,743 | $960.0K | 0.07% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 24,975 | $969.0K | 0.24% | +24,975 | New |
| Paloma Partners Management Co | 25,116 | $975.0K | 0.03% | +25,116 | New |
| National Bank of Canada | 25,903 | $1.00M | 0.00% | +25,903 | New |
| Teza Capital Management LLC | 26,094 | $1.01M | 0.27% | +26,094 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,121 | $1.01M | 0.00% | +5,011+23.7% | Added |
| Caption Management, LLC | 26,261 | $1.02M | 0.06% | −8,739−25.0% | Reduced |
| Shell Asset Management Co | 26,427 | $1.02M | 0.02% | +129+0.5% | Added |
| Winton Group Ltd | 26,560 | $1.03M | 0.06% | −1,434−5.1% | Reduced |
| State of Wisconsin Investment Board | 26,610 | $1.03M | 0.00% | −1,010−3.7% | Reduced |
| First Republic Investment Management, Inc. | 26,865 | $1.04M | 0.00% | +2,906+12.1% | Added |
| Westpac Banking Corp | 27,967 | $1.09M | 0.01% | −30,812−52.4% | Reduced |
| Wellington Shields Capital Management, LLC | 28,000 | $1.09M | 0.14% | −10.0% | Reduced |
| Golden Green, Inc. | 28,271 | $1.10M | 0.88% | +28,271 | New |
| Pacer Advisors, Inc. | 28,360 | $1.10M | 0.01% | −1,736−5.8% | Reduced |
| D. E. Shaw & Co., Inc. | 28,429 | $1.10M | 0.00% | −185,371−86.7% | Reduced |
| Tower Research Capital LLC (TRC) | 28,897 | $1.12M | 0.02% | +17,795+160.3% | Added |
| Teachers Retirement System of the State of Kentucky | 29,000 | $1.13M | 0.01% | −1,200−4.0% | Reduced |
| Neuberger Berman Group LLC | 30,814 | $1.17M | 0.00% | +6,538+26.9% | Added |
| Hartford Investment Management Co | 30,618 | $1.19M | 0.03% | 00.0% | Unchanged |
| AMG National Trust Bank | 30,635 | $1.19M | 0.04% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 31,270 | $1.21M | 0.00% | −1,398−4.3% | Reduced |
| Eaton Vance Management | 31,506 | $1.22M | 0.00% | +1,699+5.7% | Added |
| Huber Capital Management LLC | 31,600 | $1.23M | 0.32% | +2,500+8.6% | Added |
| Safeguard Investment Advisory Group, LLC | 32,214 | $1.25M | 0.73% | −11,293−26.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 32,565 | $1.26M | 0.02% | −82−0.3% | Reduced |
| Bridgeway Capital Management, LLC | 32,800 | $1.27M | 0.02% | +32,800 | New |
| Rehmann Capital Advisory Group | 32,696 | $1.27M | 0.12% | +35+0.1% | Added |
| Handelsbanken Fonder AB | 33,503 | $1.30M | 0.01% | −2,600−7.2% | Reduced |
| Commonwealth Equity Services, LLC | 33,830 | $1.31M | 0.00% | +152+0.5% | Added |
| Ascendant Capital Management, LLC | 34,000 | $1.32M | 1.04% | −6,000−15.0% | Reduced |
| ProShare Advisors LLC | 34,672 | $1.34M | 0.00% | +3,962+12.9% | Added |
| Canada Pension Plan Investment Board | 34,679 | $1.35M | 0.00% | +5,928+20.6% | Added |
| Janney Montgomery Scott LLC | 35,005 | $1.36M | 0.01% | +21,561+160.4% | Added |
| Metropolitan Life Insurance Co | 35,594 | $1.38M | 0.02% | −910−2.5% | Reduced |
| DCM Advisors, LLC | 35,957 | $1.40M | 0.41% | −11,495−24.2% | Reduced |
| HRT Financial LP | 36,765 | $1.43M | 0.01% | −71,404−66.0% | Reduced |
| Voya Investment Management LLC | 36,788 | $1.43M | 0.00% | −34,974−48.7% | Reduced |
| Intrinsic Value Partners, LLC | 36,843 | $1.43M | 1.52% | +36,843 | New |
| People's United Financial, Inc. | 37,988 | $1.47M | 0.04% | −42,302−52.7% | Reduced |
| Steel Peak Wealth Management LLC | 38,437 | $1.49M | 0.09% | −10,003−20.7% | Reduced |
| Great Lakes Advisors, LLC | 38,959 | $1.51M | 0.02% | −63,704−62.1% | Reduced |
| Convergence Investment Partners, LLC | 39,473 | $1.53M | 0.78% | −174−0.4% | Reduced |
| Utah Retirement Systems | 39,684 | $1.54M | 0.02% | +100+0.3% | Added |
| Teacher Retirement System of Texas | 40,558 | $1.57M | 0.01% | +6,911+20.5% | Added |
| New Mexico Educational Retirement Board | 42,000 | $1.63M | 0.05% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 42,095 | $1.63M | 0.05% | +6,364+17.8% | Added |
| Sculati Wealth Management, LLC | 42,835 | $1.66M | 0.80% | +530+1.3% | Added |
| Bridgewater Associates, LP | 42,990 | $1.67M | 0.01% | −52,855−55.1% | Reduced |
| HighTower Advisors, LLC | 43,527 | $1.69M | 0.00% | −3,026−6.5% | Reduced |
| KBC Group NV | 44,060 | $1.71M | 0.01% | +20,853+89.9% | Added |
| Investors Research Corp | 44,296 | $1.72M | 0.52% | −150−0.3% | Reduced |