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 |
|---|---|---|---|---|---|
| Ibex Wealth Advisors | 150,213 | $5.83M | 1.03% | +4,024+2.8% | Added |
| Lee Danner & Bass Inc | 152,740 | $5.93M | 0.51% | −3,182−2.0% | Reduced |
| Barclays PLC | 153,904 | $5.97M | 0.00% | −177,470−53.6% | Reduced |
| Envestnet Asset Management Inc | 158,707 | $6.16M | 0.00% | +25,120+18.8% | Added |
| HSBC Holdings PLC | 164,467 | $6.41M | 0.01% | +158,550+2,679.6% | Added |
| Karp Capital Management Corp | 168,915 | $6.55M | 0.82% | +22,772+15.6% | Added |
| Cubist Systematic Strategies, LLC | 170,187 | $6.60M | 0.06% | −91,453−35.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 174,230 | $6.76M | 0.01% | +174,230 | New |
| Mutual of America Capital Management LLC | 175,714 | $6.82M | 0.07% | +1,420+0.8% | Added |
| Gabelli Funds LLC | 176,510 | $6.85M | 0.04% | −7,200−3.9% | Reduced |
| Credit Suisse AG | 188,470 | $7.31M | 0.01% | −27,702−12.8% | Reduced |
| Lafayette Investments, Inc. | 189,523 | $7.35M | 1.84% | +580+0.3% | Added |
| Waterfront Wealth Inc. | 198,282 | $7.69M | 3.05% | −21,081−9.6% | Reduced |
| Deutsche Bank AG | 199,922 | $7.76M | 0.00% | −35,969−15.2% | Reduced |
| ACR Alpine Capital Research, LLC | 201,845 | $7.83M | 0.42% | +9,693+5.0% | Added |
| Merrion Investment Management Co, LLC | 214,416 | $8.32M | 6.10% | 00.0% | Unchanged |
| Zacks Investment Management | 220,015 | $8.54M | 0.12% | +76,872+53.7% | Added |
| O'Shaughnessy Asset Management, LLC | 220,470 | $8.55M | 0.15% | −9,032−3.9% | Reduced |
| Manufacturers Life Insurance Company, The | 222,241 | $8.62M | 0.01% | −5,276−2.3% | Reduced |
| Renaissance Technologies LLC | 228,989 | $8.88M | 0.01% | −172,400−43.0% | Reduced |
| New York State Common Retirement Fund | 241,114 | $9.36M | 0.01% | −10,855−4.3% | Reduced |
| UBS Group AG | 247,407 | $9.60M | 0.00% | −170.0% | Reduced |
| Wallace Capital Management Inc. | 251,074 | $9.74M | 1.37% | +1,971+0.8% | Added |
| Raymond James & Associates | 253,934 | $9.85M | 0.01% | +54,192+27.1% | Added |
| Virginia Retirement Systems Et Al | 254,900 | $9.89M | 0.09% | +1,200+0.5% | Added |
| LPL Financial LLC | 256,327 | $9.95M | 0.01% | −3,349−1.3% | Reduced |
| Mastrapasqua Asset Management Inc | 258,102 | $10.0M | 0.98% | +50,732+24.5% | Added |
| Franklin Resources Inc | 258,795 | $10.0M | 0.00% | +227,956+739.2% | Added |
| Prudential Financial Inc | 234,240 | $10.2M | 0.01% | −34,452−12.8% | Reduced |
| Janus Henderson Group PLC | 290,142 | $11.3M | 0.00% | −12,527−4.1% | Reduced |
| New York State Teachers Retirement System | 295,996 | $11.5M | 0.02% | +22,455+8.2% | Added |
| California State Teachers Retirement System | 299,040 | $11.6M | 0.01% | −62,334−17.2% | Reduced |
| Brandywine Global Investment Management, LLC | 299,702 | $11.6M | 0.08% | −5,279−1.7% | Reduced |
| State Board of Administration of Florida Retirement System | 303,030 | $11.8M | 0.02% | −3,247−1.1% | Reduced |
| Rock Point Advisors, LLC | 330,988 | $12.8M | 3.62% | −50,760−13.3% | Reduced |
| American International Group, Inc. | 332,460 | $12.9M | 0.06% | −8,138−2.4% | Reduced |
| NewEdge Wealth, LLC | 337,225 | $13.1M | 0.55% | −839−0.2% | Reduced |
| Oppenheimer & Co Inc | 342,316 | $13.3M | 0.23% | +83,973+32.5% | Added |
| Wells Fargo & Company | 346,728 | $13.5M | 0.00% | −283,665−45.0% | Reduced |
| Iat Reinsurance Co Ltd. | 360,872 | $14.0M | 2.30% | 00.0% | Unchanged |
| Citadel Advisors LLC | 361,502 | $14.0M | 0.02% | +340,872+1,652.3% | Added |
| Agf Investments Inc. | 375,000 | $14.6M | 0.10% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 384,575 | $14.9M | 2.92% | −13,376−3.4% | Reduced |
| Millennium Management LLC | 386,620 | $15.0M | 0.02% | −209,279−35.1% | Reduced |
| First Manhattan Co | 414,890 | $16.1M | 0.05% | −6,460−1.5% | Reduced |
| UBS Asset Management Americas Inc | 438,986 | $17.0M | 0.01% | −55,532−11.2% | Reduced |
| Bamco Inc | 440,000 | $17.1M | 0.04% | +440,000 | New |
| Robotti Robert | 441,006 | $17.1M | 3.47% | −5,964−1.3% | Reduced |
| GoodHaven Capital Management, LLC | 451,599 | $17.5M | 10.24% | 00.0% | Unchanged |
| Swiss National Bank | 461,900 | $17.9M | 0.01% | −1,900−0.4% | Reduced |
| Voloridge Investment Management, LLC | 469,140 | $18.2M | 0.10% | +453,345+2,870.2% | Added |
| California Public Employees Retirement System | 485,249 | $18.8M | 0.01% | −21,585−4.3% | Reduced |
| Parametric Portfolio Associates LLC | 528,019 | $20.5M | 0.01% | +31,231+6.3% | Added |
| Rhumbline Advisers | 529,297 | $20.5M | 0.03% | −9,976−1.8% | Reduced |
| American Century Companies Inc | 534,254 | $20.7M | 0.01% | −15,087−2.7% | Reduced |
| Legal & General Group Plc | 534,264 | $20.7M | 0.01% | −2,484−0.5% | Reduced |
| Mraz, Amerine & Associates, Inc. | 551,469 | $21.4M | 5.50% | −11,571−2.1% | Reduced |
| Moerus Capital Management LLC | 590,485 | $22.9M | 9.97% | +4,112+0.7% | Added |
| Retirement Systems of Alabama | 618,344 | $24.0M | 0.08% | +1,351+0.2% | Added |
| Morgan Stanley | 627,829 | $24.4M | 0.00% | +14,030+2.3% | Added |
| Royal Bank of Canada | 630,146 | $24.4M | 0.01% | −518,351−45.1% | Reduced |
| Victory Capital Management Inc | 636,625 | $24.7M | 0.02% | +318,463+100.1% | Added |
| PGGM Investments | 659,332 | $25.6M | 0.13% | −55,807−7.8% | Reduced |
| First Wilshire Securities Management Inc | 708,949 | $27.5M | 8.58% | −12,496−1.7% | Reduced |
| Principal Financial Group Inc | 712,112 | $27.6M | 0.02% | −8,830−1.2% | Reduced |
| Bank of America Corp | 724,629 | $28.1M | 0.00% | −58,326−7.4% | Reduced |
| Pacifica Capital Investments, LLC | 743,116 | $28.8M | 8.87% | −47,900−6.1% | Reduced |
| Ameriprise Financial Inc | 830,166 | $29.8M | 0.01% | +442,585+114.2% | Added |
| Private Capital Management, LLC | 789,105 | $30.6M | 4.73% | +3,480+0.4% | Added |
| Man Group plc | 790,198 | $30.7M | 0.10% | +504,532+176.6% | Added |
| Wedge Capital Management L L P | 803,380 | $31.2M | 0.39% | −122,258−13.2% | Reduced |
| Hosking Partners LLP | 805,368 | $31.2M | 0.75% | −15,467−1.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 811,444 | $31.5M | 0.07% | −143,584−15.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,023,584 | $39.7M | 0.23% | −585,460−36.4% | Reduced |
| Ceredex Value Advisors LLC | 1,074,503 | $41.7M | 0.45% | −436,682−28.9% | Reduced |
| Charles Schwab Investment Management Inc | 1,105,109 | $42.9M | 0.01% | −158,222−12.5% | Reduced |
| Assetmark, Inc | 1,111,945 | $43.1M | 0.18% | +252,876+29.4% | Added |
| Nuveen Asset Management, LLC | 1,134,694 | $44.0M | 0.01% | −49,927−4.2% | Reduced |
| AQR Capital Management LLC | 1,177,204 | $45.7M | 0.08% | +241,619+25.8% | Added |
| Allianz Asset Management GmbH | 1,427,757 | $55.4M | 0.04% | +84,059+6.3% | Added |
| Miller Howard Investments Inc | 1,526,438 | $59.2M | 2.19% | +15,850+1.0% | Added |
| Private Management Group Inc | 1,532,834 | $59.5M | 2.38% | −151,169−9.0% | Reduced |
| Invesco Ltd. | 1,613,730 | $62.6M | 0.02% | −45,022−2.7% | Reduced |
| Northern Trust Corp | 1,650,641 | $64.0M | 0.01% | −71,891−4.2% | Reduced |
| Artemis Investment Management LLP | 1,684,911 | $65.3M | 0.47% | +322,049+23.6% | Added |
| JPMorgan Chase & Co | 1,997,255 | $77.5M | 0.01% | −18,734−0.9% | Reduced |
| Beck Mack & Oliver LLC | 2,014,132 | $78.1M | 1.86% | −37,127−1.8% | Reduced |
| Captrust Financial Advisors | 2,152,407 | $83.5M | 0.57% | +86,376+4.2% | Added |
| Norges Bank | 2,186,262 | $84.8M | 0.02% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 2,652,420 | $102.9M | 0.02% | +78,408+3.0% | Added |
| Donald Smith & Co., Inc. | 2,807,389 | $108.9M | 3.86% | −107,317−3.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 3,033,397 | $117.7M | 0.14% | −806,149−21.0% | Reduced |
| Goldman Sachs Group Inc | 3,259,892 | $126.5M | 0.03% | −2,218,193−40.5% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 3,437,553 | $133.4M | 0.42% | −833,126−19.5% | Reduced |
| Burgundy Asset Management Ltd. | 3,463,898 | $134.4M | 1.31% | +47,666+1.4% | Added |
| LSV Asset Management | 3,612,705 | $140.2M | 0.25% | +308,300+9.3% | Added |
| Dimensional Fund Advisors LP | 3,751,881 | $145.6M | 0.04% | +36,748+1.0% | Added |
| Geode Capital Management, LLC | 3,817,082 | $148.1M | 0.02% | +182,064+5.0% | Added |
| Alliancebernstein L.P. | 4,550,667 | $176.6M | 0.06% | +2,174,282+91.5% | Added |
| First Trust Advisors LP | 4,945,818 | $191.9M | 0.19% | +927,840+23.1% | Added |