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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 45,447 | $1.76M | 0.00% | −1,384−3.0% | Reduced |
| Dana Investment Advisors, Inc. | 47,125 | $1.83M | 0.08% | −1,109−2.3% | Reduced |
| Empowered Funds, LLC | 48,018 | $1.86M | 0.21% | +48,018 | New |
| Bank of Montreal | 47,835 | $1.87M | 0.00% | −448,672−90.4% | Reduced |
| Old National Bancorp | 48,545 | $1.88M | 0.07% | −133−0.3% | Reduced |
| FMR LLC | 49,100 | $1.91M | 0.00% | +11,321+30.0% | Added |
| State of Michigan Retirement System | 49,811 | $1.93M | 0.01% | +300+0.6% | Added |
| DuPont Capital Management Corp | 50,142 | $1.95M | 0.07% | +39,288+362.0% | Added |
| Louisiana State Employees Retirement System | 50,500 | $1.96M | 0.04% | +100+0.2% | Added |
| State of Alaska, Department of Revenue | 50,639 | $1.96M | 0.02% | +20,308+67.0% | Added |
| Bowling Portfolio Management LLC | 51,845 | $2.01M | 0.42% | −1,242−2.3% | Reduced |
| Ameritas Investment Partners, Inc. | 52,350 | $2.03M | 0.07% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 52,730 | $2.05M | 0.04% | +13,760+35.3% | Added |
| Symmetry Partners, LLC | 53,137 | $2.06M | 0.13% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 54,727 | $2.12M | 0.02% | +612+1.1% | Added |
| Arizona State Retirement System | 56,516 | $2.19M | 0.02% | −666−1.2% | Reduced |
| Wittenberg Investment Management, Inc. | 56,634 | $2.20M | 0.80% | −6,150−9.8% | Reduced |
| Kingfisher Capital LLC | 57,798 | $2.24M | 0.52% | +57,798 | New |
| Thrivent Financial for Lutherans | 57,898 | $2.25M | 0.00% | −9,106−13.6% | Reduced |
| Susquehanna Fundamental Investments, LLC | 59,147 | $2.29M | 0.06% | −22,878−27.9% | Reduced |
| Alberta Investment Management Corp | 59,500 | $2.31M | 0.01% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 60,000 | $2.33M | 0.53% | 00.0% | Unchanged |
| Boston Partners | 60,095 | $2.33M | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 60,512 | $2.34M | 0.01% | −556,491−90.2% | Reduced |
| CIBC Private Wealth Group, LLC | 60,567 | $2.35M | 0.00% | +394+0.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 60,933 | $2.36M | 0.00% | +60,933 | New |
| PFS Investments Inc. | 63,126 | $2.45M | 0.05% | +10,892+20.9% | Added |
| STRS Ohio | 64,001 | $2.48M | 0.01% | −3,588−5.3% | Reduced |
| Oregon Public Employees Retirement Fund | 64,135 | $2.49M | 0.03% | −3,224−4.8% | Reduced |
| Taika Capital, LP | 63,625 | $2.51M | 1.99% | +63,625 | New |
| Vident Investment Advisory, LLC | 65,050 | $2.52M | 0.07% | +1,883+3.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 65,132 | $2.53M | 0.03% | −159−0.2% | Reduced |
| Truist Financial Corp | 66,077 | $2.56M | 0.00% | +6,726+11.3% | Added |
| Storebrand Asset Management AS | 66,470 | $2.58M | 0.01% | −1,200−1.8% | Reduced |
| Macquarie Group Ltd | 66,934 | $2.60M | 0.00% | +60,797+990.7% | Added |
| EAM Global Investors LLC | 67,078 | $2.60M | 0.46% | +67,078 | New |
| Cresset Asset Management, LLC | 67,492 | $2.62M | 0.03% | +67,492 | New |
| Brooktree Capital Management | 68,942 | $2.67M | 1.63% | −1,973−2.8% | Reduced |
| Barrett Asset Management, LLC | 70,000 | $2.72M | 0.10% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 71,237 | $2.76M | 0.01% | −445−0.6% | Reduced |
| Edgestream Partners, L.P. | 71,408 | $2.77M | 0.17% | +22,692+46.6% | Added |
| Kames Capital plc | 72,813 | $2.83M | 0.04% | −12,646−14.8% | Reduced |
| Nisa Investment Advisors, LLC | 78,966 | $2.89M | 0.02% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 79,400 | $2.91M | 0.05% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 75,893 | $2.94M | 0.00% | +300.0% | Added |
| Glenmede Trust Co NA | 76,597 | $2.97M | 0.01% | +6,702+9.6% | Added |
| Elgethun Capital Management | 75,016 | $2.98M | 1.04% | −96,471−56.3% | Reduced |
| Snowden Capital Advisors LLC | 77,603 | $3.01M | 0.15% | +77,603 | New |
| Amundi | 79,392 | $3.02M | 0.00% | 00.0% | Unchanged |
| Duality Advisers, LP | 78,714 | $3.05M | 0.33% | +64,333+447.3% | Added |
| Treasurer of the State of North Carolina | 79,327 | $3.08M | 0.02% | +530+0.7% | Added |
| The PNC Financial Services Group, Inc. | 81,843 | $3.17M | 0.00% | −308−0.4% | Reduced |
| Commerce Bank | 85,593 | $3.32M | 0.02% | +117+0.1% | Added |
| Ervin Investment Management, LLC | 86,079 | $3.34M | 2.67% | +86,079 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 86,200 | $3.35M | 0.96% | −430.0% | Reduced |
| Price T Rowe Associates Inc | 86,281 | $3.35M | 0.00% | −5,036−5.5% | Reduced |
| Leuthold Group, LLC | 88,510 | $3.43M | 0.40% | −1,916−2.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 93,468 | $3.44M | 0.05% | +93,468 | New |
| Employees Retirement System of Texas | 89,286 | $3.46M | 0.04% | +47,000+111.1% | Added |
| Russell Investments Group, Ltd. | 92,176 | $3.57M | 0.01% | −11,164−10.8% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 92,445 | $3.59M | 0.17% | +59,042+176.8% | Added |
| Beacon Investment Advisory Services, Inc. | 93,739 | $3.64M | 0.14% | +7,096+8.2% | Added |
| Ensign Peak Advisors, Inc | 93,810 | $3.64M | 0.01% | −64,375−40.7% | Reduced |
| Kingsview Wealth Management, LLC | 95,141 | $3.69M | 0.15% | +33,111+53.4% | Added |
| MetLife Investment Management | 98,354 | $3.82M | 0.03% | +258+0.3% | Added |
| RBF Capital, LLC | 100,000 | $3.88M | 0.24% | 00.0% | Unchanged |
| MYDA Advisors LLC | 100,000 | $3.88M | 1.22% | +85,000+566.7% | Added |
| Retirement Group, LLC | 100,135 | $3.88M | 1.70% | +14,862+17.4% | Added |
| Great West Life Assurance Co | 103,233 | $4.00M | 0.01% | +6,028+6.2% | Added |
| AlphaCrest Capital Management LLC | 104,150 | $4.04M | 0.15% | +33,199+46.8% | Added |
| Baird Financial Group, Inc. | 107,225 | $4.16M | 0.01% | +8,105+8.2% | Added |
| Quantedge Capital Pte Ltd | 108,500 | $4.21M | 1.78% | +62,500+135.9% | Added |
| Qube Research & Technologies Ltd | 112,469 | $4.36M | 0.03% | +112,469 | New |
| Karpas Strategies, LLC | 112,953 | $4.38M | 1.40% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 113,002 | $4.38M | 0.01% | +3,933+3.6% | Added |
| Yousif Capital Management, LLC | 115,101 | $4.47M | 0.05% | +115,101 | New |
| Rafferty Asset Management, LLC | 115,424 | $4.48M | 0.02% | +10,366+9.9% | Added |
| Comerica Bank | 128,785 | $4.49M | 0.03% | −1,074−0.8% | Reduced |
| State of Tennessee, Treasury Department | 115,864 | $4.50M | 0.02% | +20,000+20.9% | Added |
| Two Sigma Advisers, LP | 116,600 | $4.52M | 0.01% | −47,042−28.7% | Reduced |
| KWMG, LLC | 117,771 | $4.57M | 0.62% | −430.0% | Reduced |
| NewSquare Capital LLC | 119,820 | $4.65M | 0.49% | +5,360+4.7% | Added |
| Stifel Financial Corp | 120,016 | $4.66M | 0.01% | +1,381+1.2% | Added |
| Advisor Group Holdings, Inc. | 120,231 | $4.67M | 0.01% | +20,889+21.0% | Added |
| Capitolis Advisors LLC | 123,465 | $4.79M | 0.03% | −6,897−5.3% | Reduced |
| Poehling Capital Management, LLC | 125,486 | $4.87M | 1.57% | −1,720−1.4% | Reduced |
| Citigroup Inc | 125,677 | $4.88M | 0.00% | −53,914−30.0% | Reduced |
| Intrepid Capital Management Inc | 126,156 | $4.89M | 2.49% | −8,041−6.0% | Reduced |
| Assenagon Asset Management S.A. | 126,812 | $4.92M | 0.02% | +126,812 | New |
| Mitsubishi UFJ Trust & Banking Corp | 126,848 | $4.92M | 0.01% | +20,565+19.3% | Added |
| Arnhold LLC | 127,677 | $4.95M | 0.56% | 00.0% | Unchanged |
| Bokf, NA | 132,361 | $5.13M | 0.08% | −2,212−1.6% | Reduced |
| SEI Investments Co | 132,207 | $5.19M | 0.01% | +62,350+89.3% | Added |
| Colony Group LLC | 134,706 | $5.23M | 0.09% | −5,212−3.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 136,818 | $5.31M | 0.01% | +2,523+1.9% | Added |
| Public Employees Retirement System of Ohio | 139,334 | $5.41M | 0.02% | −2,624−1.8% | Reduced |
| Verition Fund Management LLC | 141,399 | $5.49M | 0.07% | +45,433+47.3% | Added |
| Texas Permanent School Fund | 142,254 | $5.52M | 0.07% | −3,939−2.7% | Reduced |
| Amalgamated Bank | 144,934 | $5.62M | 0.04% | −33,186−18.6% | Reduced |
| BNP Paribas Arbitrage, SA | 147,259 | $5.71M | 0.01% | +1,019+0.7% | Added |