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 |
|---|---|---|---|---|---|
| HSBC Holdings PLC | 164,467 | $6.41M | 0.01% | +158,550+2,679.6% | Added |
| Envestnet Asset Management Inc | 158,707 | $6.16M | 0.00% | +25,120+18.8% | Added |
| Barclays PLC | 153,904 | $5.97M | 0.00% | −177,470−53.6% | Reduced |
| Lee Danner & Bass Inc | 152,740 | $5.93M | 0.51% | −3,182−2.0% | Reduced |
| Ibex Wealth Advisors | 150,213 | $5.83M | 1.03% | +4,024+2.8% | Added |
| BNP Paribas Arbitrage, SA | 147,259 | $5.71M | 0.01% | +1,019+0.7% | Added |
| Amalgamated Bank | 144,934 | $5.62M | 0.04% | −33,186−18.6% | Reduced |
| Texas Permanent School Fund | 142,254 | $5.52M | 0.07% | −3,939−2.7% | Reduced |
| Verition Fund Management LLC | 141,399 | $5.49M | 0.07% | +45,433+47.3% | Added |
| Public Employees Retirement System of Ohio | 139,334 | $5.41M | 0.02% | −2,624−1.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 136,818 | $5.31M | 0.01% | +2,523+1.9% | Added |
| Colony Group LLC | 134,706 | $5.23M | 0.09% | −5,212−3.7% | Reduced |
| SEI Investments Co | 132,207 | $5.19M | 0.01% | +62,350+89.3% | Added |
| Bokf, NA | 132,361 | $5.13M | 0.08% | −2,212−1.6% | Reduced |
| Arnhold LLC | 127,677 | $4.95M | 0.56% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 126,848 | $4.92M | 0.01% | +20,565+19.3% | Added |
| Assenagon Asset Management S.A. | 126,812 | $4.92M | 0.02% | +126,812 | New |
| Intrepid Capital Management Inc | 126,156 | $4.89M | 2.49% | −8,041−6.0% | Reduced |
| Citigroup Inc | 125,677 | $4.88M | 0.00% | −53,914−30.0% | Reduced |
| Poehling Capital Management, LLC | 125,486 | $4.87M | 1.57% | −1,720−1.4% | Reduced |
| Capitolis Advisors LLC | 123,465 | $4.79M | 0.03% | −6,897−5.3% | Reduced |
| Advisor Group Holdings, Inc. | 120,231 | $4.67M | 0.01% | +20,889+21.0% | Added |
| Stifel Financial Corp | 120,016 | $4.66M | 0.01% | +1,381+1.2% | Added |
| NewSquare Capital LLC | 119,820 | $4.65M | 0.49% | +5,360+4.7% | Added |
| KWMG, LLC | 117,771 | $4.57M | 0.62% | −430.0% | Reduced |
| Two Sigma Advisers, LP | 116,600 | $4.52M | 0.01% | −47,042−28.7% | Reduced |
| State of Tennessee, Treasury Department | 115,864 | $4.50M | 0.02% | +20,000+20.9% | Added |
| Comerica Bank | 128,785 | $4.49M | 0.03% | −1,074−0.8% | Reduced |
| Rafferty Asset Management, LLC | 115,424 | $4.48M | 0.02% | +10,366+9.9% | Added |
| Yousif Capital Management, LLC | 115,101 | $4.47M | 0.05% | +115,101 | New |
| State of New Jersey Common Pension Fund D | 113,002 | $4.38M | 0.01% | +3,933+3.6% | Added |
| Karpas Strategies, LLC | 112,953 | $4.38M | 1.40% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 112,469 | $4.36M | 0.03% | +112,469 | New |
| Quantedge Capital Pte Ltd | 108,500 | $4.21M | 1.78% | +62,500+135.9% | Added |
| Baird Financial Group, Inc. | 107,225 | $4.16M | 0.01% | +8,105+8.2% | Added |
| AlphaCrest Capital Management LLC | 104,150 | $4.04M | 0.15% | +33,199+46.8% | Added |
| Great West Life Assurance Co | 103,233 | $4.00M | 0.01% | +6,028+6.2% | Added |
| Retirement Group, LLC | 100,135 | $3.88M | 1.70% | +14,862+17.4% | 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 |
| MetLife Investment Management | 98,354 | $3.82M | 0.03% | +258+0.3% | Added |
| Kingsview Wealth Management, LLC | 95,141 | $3.69M | 0.15% | +33,111+53.4% | Added |
| Ensign Peak Advisors, Inc | 93,810 | $3.64M | 0.01% | −64,375−40.7% | Reduced |
| Beacon Investment Advisory Services, Inc. | 93,739 | $3.64M | 0.14% | +7,096+8.2% | Added |
| Kiwi Wealth Investments Limited Partnership | 92,445 | $3.59M | 0.17% | +59,042+176.8% | Added |
| Russell Investments Group, Ltd. | 92,176 | $3.57M | 0.01% | −11,164−10.8% | Reduced |
| Employees Retirement System of Texas | 89,286 | $3.46M | 0.04% | +47,000+111.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 93,468 | $3.44M | 0.05% | +93,468 | New |
| Leuthold Group, LLC | 88,510 | $3.43M | 0.40% | −1,916−2.1% | Reduced |
| Price T Rowe Associates Inc | 86,281 | $3.35M | 0.00% | −5,036−5.5% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 86,200 | $3.35M | 0.96% | −430.0% | Reduced |
| Ervin Investment Management, LLC | 86,079 | $3.34M | 2.67% | +86,079 | New |
| Commerce Bank | 85,593 | $3.32M | 0.02% | +117+0.1% | Added |
| The PNC Financial Services Group, Inc. | 81,843 | $3.17M | 0.00% | −308−0.4% | Reduced |
| Treasurer of the State of North Carolina | 79,327 | $3.08M | 0.02% | +530+0.7% | Added |
| Duality Advisers, LP | 78,714 | $3.05M | 0.33% | +64,333+447.3% | Added |
| Amundi | 79,392 | $3.02M | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 77,603 | $3.01M | 0.15% | +77,603 | New |
| Elgethun Capital Management | 75,016 | $2.98M | 1.04% | −96,471−56.3% | Reduced |
| Glenmede Trust Co NA | 76,597 | $2.97M | 0.01% | +6,702+9.6% | Added |
| Susquehanna International Group, LLP | 75,893 | $2.94M | 0.00% | +300.0% | Added |
| Alaska Permanent Fund Corp | 79,400 | $2.91M | 0.05% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 78,966 | $2.89M | 0.02% | 00.0% | Unchanged |
| Kames Capital plc | 72,813 | $2.83M | 0.04% | −12,646−14.8% | Reduced |
| Edgestream Partners, L.P. | 71,408 | $2.77M | 0.17% | +22,692+46.6% | Added |
| Guggenheim Capital LLC | 71,237 | $2.76M | 0.01% | −445−0.6% | Reduced |
| Barrett Asset Management, LLC | 70,000 | $2.72M | 0.10% | 00.0% | Unchanged |
| Brooktree Capital Management | 68,942 | $2.67M | 1.63% | −1,973−2.8% | Reduced |
| Cresset Asset Management, LLC | 67,492 | $2.62M | 0.03% | +67,492 | New |
| EAM Global Investors LLC | 67,078 | $2.60M | 0.46% | +67,078 | New |
| Macquarie Group Ltd | 66,934 | $2.60M | 0.00% | +60,797+990.7% | Added |
| Storebrand Asset Management AS | 66,470 | $2.58M | 0.01% | −1,200−1.8% | Reduced |
| Truist Financial Corp | 66,077 | $2.56M | 0.00% | +6,726+11.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 65,132 | $2.53M | 0.03% | −159−0.2% | Reduced |
| Vident Investment Advisory, LLC | 65,050 | $2.52M | 0.07% | +1,883+3.0% | Added |
| Taika Capital, LP | 63,625 | $2.51M | 1.99% | +63,625 | New |
| Oregon Public Employees Retirement Fund | 64,135 | $2.49M | 0.03% | −3,224−4.8% | Reduced |
| STRS Ohio | 64,001 | $2.48M | 0.01% | −3,588−5.3% | Reduced |
| PFS Investments Inc. | 63,126 | $2.45M | 0.05% | +10,892+20.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 60,933 | $2.36M | 0.00% | +60,933 | New |
| CIBC Private Wealth Group, LLC | 60,567 | $2.35M | 0.00% | +394+0.7% | Added |
| Acadian Asset Management LLC | 60,512 | $2.34M | 0.01% | −556,491−90.2% | Reduced |
| Boston Partners | 60,095 | $2.33M | 0.00% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 60,000 | $2.33M | 0.53% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 59,500 | $2.31M | 0.01% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 59,147 | $2.29M | 0.06% | −22,878−27.9% | Reduced |
| Thrivent Financial for Lutherans | 57,898 | $2.25M | 0.00% | −9,106−13.6% | Reduced |
| Kingfisher Capital LLC | 57,798 | $2.24M | 0.52% | +57,798 | New |
| Wittenberg Investment Management, Inc. | 56,634 | $2.20M | 0.80% | −6,150−9.8% | Reduced |
| Arizona State Retirement System | 56,516 | $2.19M | 0.02% | −666−1.2% | Reduced |
| Gateway Investment Advisers LLC | 54,727 | $2.12M | 0.02% | +612+1.1% | Added |
| Symmetry Partners, LLC | 53,137 | $2.06M | 0.13% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 52,730 | $2.05M | 0.04% | +13,760+35.3% | Added |
| Ameritas Investment Partners, Inc. | 52,350 | $2.03M | 0.07% | 00.0% | Unchanged |
| Bowling Portfolio Management LLC | 51,845 | $2.01M | 0.42% | −1,242−2.3% | Reduced |
| State of Alaska, Department of Revenue | 50,639 | $1.96M | 0.02% | +20,308+67.0% | Added |
| Louisiana State Employees Retirement System | 50,500 | $1.96M | 0.04% | +100+0.2% | Added |
| DuPont Capital Management Corp | 50,142 | $1.95M | 0.07% | +39,288+362.0% | Added |
| State of Michigan Retirement System | 49,811 | $1.93M | 0.01% | +300+0.6% | Added |
| FMR LLC | 49,100 | $1.91M | 0.00% | +11,321+30.0% | Added |