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 |
|---|---|---|---|---|---|
| Old National Bancorp | 48,545 | $1.88M | 0.07% | −133−0.3% | Reduced |
| Bank of Montreal | 47,835 | $1.87M | 0.00% | −448,672−90.4% | Reduced |
| Empowered Funds, LLC | 48,018 | $1.86M | 0.21% | +48,018 | New |
| Dana Investment Advisors, Inc. | 47,125 | $1.83M | 0.08% | −1,109−2.3% | Reduced |
| Federated Hermes, Inc. | 45,447 | $1.76M | 0.00% | −1,384−3.0% | Reduced |
| Investors Research Corp | 44,296 | $1.72M | 0.52% | −150−0.3% | Reduced |
| KBC Group NV | 44,060 | $1.71M | 0.01% | +20,853+89.9% | Added |
| HighTower Advisors, LLC | 43,527 | $1.69M | 0.00% | −3,026−6.5% | Reduced |
| Bridgewater Associates, LP | 42,990 | $1.67M | 0.01% | −52,855−55.1% | Reduced |
| Sculati Wealth Management, LLC | 42,835 | $1.66M | 0.80% | +530+1.3% | Added |
| Illinois Municipal Retirement Fund | 42,095 | $1.63M | 0.05% | +6,364+17.8% | Added |
| New Mexico Educational Retirement Board | 42,000 | $1.63M | 0.05% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 40,558 | $1.57M | 0.01% | +6,911+20.5% | Added |
| Utah Retirement Systems | 39,684 | $1.54M | 0.02% | +100+0.3% | Added |
| Convergence Investment Partners, LLC | 39,473 | $1.53M | 0.78% | −174−0.4% | Reduced |
| Great Lakes Advisors, LLC | 38,959 | $1.51M | 0.02% | −63,704−62.1% | Reduced |
| Steel Peak Wealth Management LLC | 38,437 | $1.49M | 0.09% | −10,003−20.7% | Reduced |
| People's United Financial, Inc. | 37,988 | $1.47M | 0.04% | −42,302−52.7% | Reduced |
| Intrinsic Value Partners, LLC | 36,843 | $1.43M | 1.52% | +36,843 | New |
| Voya Investment Management LLC | 36,788 | $1.43M | 0.00% | −34,974−48.7% | Reduced |
| HRT Financial LP | 36,765 | $1.43M | 0.01% | −71,404−66.0% | Reduced |
| DCM Advisors, LLC | 35,957 | $1.40M | 0.41% | −11,495−24.2% | Reduced |
| Metropolitan Life Insurance Co | 35,594 | $1.38M | 0.02% | −910−2.5% | Reduced |
| Janney Montgomery Scott LLC | 35,005 | $1.36M | 0.01% | +21,561+160.4% | Added |
| Canada Pension Plan Investment Board | 34,679 | $1.35M | 0.00% | +5,928+20.6% | Added |
| ProShare Advisors LLC | 34,672 | $1.34M | 0.00% | +3,962+12.9% | Added |
| Ascendant Capital Management, LLC | 34,000 | $1.32M | 1.04% | −6,000−15.0% | Reduced |
| Commonwealth Equity Services, LLC | 33,830 | $1.31M | 0.00% | +152+0.5% | Added |
| Handelsbanken Fonder AB | 33,503 | $1.30M | 0.01% | −2,600−7.2% | Reduced |
| Rehmann Capital Advisory Group | 32,696 | $1.27M | 0.12% | +35+0.1% | Added |
| Bridgeway Capital Management, LLC | 32,800 | $1.27M | 0.02% | +32,800 | New |
| Northwestern Mutual Investment Management Company, LLC | 32,565 | $1.26M | 0.02% | −82−0.3% | Reduced |
| Safeguard Investment Advisory Group, LLC | 32,214 | $1.25M | 0.73% | −11,293−26.0% | Reduced |
| Huber Capital Management LLC | 31,600 | $1.23M | 0.32% | +2,500+8.6% | Added |
| Eaton Vance Management | 31,506 | $1.22M | 0.00% | +1,699+5.7% | Added |
| Standard Life Aberdeen plc | 31,270 | $1.21M | 0.00% | −1,398−4.3% | Reduced |
| AMG National Trust Bank | 30,635 | $1.19M | 0.04% | 00.0% | Unchanged |
| Hartford Investment Management Co | 30,618 | $1.19M | 0.03% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 30,814 | $1.17M | 0.00% | +6,538+26.9% | Added |
| Teachers Retirement System of the State of Kentucky | 29,000 | $1.13M | 0.01% | −1,200−4.0% | Reduced |
| Tower Research Capital LLC (TRC) | 28,897 | $1.12M | 0.02% | +17,795+160.3% | Added |
| D. E. Shaw & Co., Inc. | 28,429 | $1.10M | 0.00% | −185,371−86.7% | Reduced |
| Pacer Advisors, Inc. | 28,360 | $1.10M | 0.01% | −1,736−5.8% | Reduced |
| Golden Green, Inc. | 28,271 | $1.10M | 0.88% | +28,271 | New |
| Wellington Shields Capital Management, LLC | 28,000 | $1.09M | 0.14% | −10.0% | Reduced |
| Westpac Banking Corp | 27,967 | $1.09M | 0.01% | −30,812−52.4% | Reduced |
| First Republic Investment Management, Inc. | 26,865 | $1.04M | 0.00% | +2,906+12.1% | Added |
| State of Wisconsin Investment Board | 26,610 | $1.03M | 0.00% | −1,010−3.7% | Reduced |
| Winton Group Ltd | 26,560 | $1.03M | 0.06% | −1,434−5.1% | Reduced |
| Shell Asset Management Co | 26,427 | $1.02M | 0.02% | +129+0.5% | Added |
| Caption Management, LLC | 26,261 | $1.02M | 0.06% | −8,739−25.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,121 | $1.01M | 0.00% | +5,011+23.7% | Added |
| Teza Capital Management LLC | 26,094 | $1.01M | 0.27% | +26,094 | New |
| National Bank of Canada | 25,903 | $1.00M | 0.00% | +25,903 | New |
| Paloma Partners Management Co | 25,116 | $975.0K | 0.03% | +25,116 | New |
| Radnor Capital Management, LLC | 24,975 | $969.0K | 0.24% | +24,975 | New |
| Parsons Capital Management Inc | 24,743 | $960.0K | 0.07% | 00.0% | Unchanged |
| Delphi Management Inc | 24,712 | $959.0K | 0.90% | −2,104−7.8% | Reduced |
| Cetera Advisors LLC | 24,431 | $948.0K | 0.02% | +1,320+5.7% | Added |
| Equitable Trust Co | 24,380 | $946.0K | 0.06% | 00.0% | Unchanged |
| US Bancorp | 24,204 | $940.0K | 0.00% | −10,375−30.0% | Reduced |
| Advisor Partners LLC | 23,690 | $920.0K | 0.06% | +1,099+4.9% | Added |
| Cubic Asset Management, LLC | 23,590 | $915.0K | 0.21% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 23,000 | $892.0K | 0.07% | +14,000+155.6% | Added |
| Balasa Dinverno & Foltz LLC | 22,797 | $885.0K | 0.06% | +6,172+37.1% | Added |
| SG Americas Securities, LLC | 22,622 | $878.0K | 0.01% | +10,883+92.7% | Added |
| Caxton Associates LP | 22,505 | $873.0K | 0.11% | −4,352−16.2% | Reduced |
| Johnson Financial Group, Inc. | 22,316 | $866.0K | 0.05% | +362+1.6% | Added |
| Wright Investors Service Inc | 21,953 | $852.0K | 0.22% | +8,396+61.9% | Added |
| Xponance, Inc. | 21,928 | $851.0K | 0.01% | −441−2.0% | Reduced |
| Evercore Wealth Management, LLC | 21,853 | $848.0K | 0.01% | 00.0% | Unchanged |
| Prudential PLC | 20,980 | $814.0K | 0.01% | −1,293−5.8% | Reduced |
| Point72 Hong Kong Ltd | 20,917 | $812.0K | 0.07% | −12,828−38.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 20,906 | $811.0K | 0.04% | +8,540+69.1% | Added |
| Driehaus Capital Management LLC | 20,331 | $789.0K | 0.01% | −700−3.3% | Reduced |
| Quent Capital, LLC | 20,081 | $779.0K | 0.16% | +20,081 | New |
| Parsec Financial Management, Inc. | 20,019 | $777.0K | 0.03% | +8,596+75.3% | Added |
| Burney Co | 19,928 | $773.0K | 0.03% | +423+2.2% | Added |
| Public Employees Retirement Association of Colorado | 19,619 | $761.0K | 0.00% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 19,235 | $746.0K | 0.04% | +1,399+7.8% | Added |
| Crossmark Global Holdings, Inc. | 19,088 | $741.0K | 0.02% | −1,900−9.1% | Reduced |
| TrinityPoint Wealth, LLC | 18,784 | $729.0K | 0.13% | +168+0.9% | Added |
| Kestra Advisory Services, LLC | 18,720 | $726.0K | 0.01% | −864−4.4% | Reduced |
| Warther Private Wealth, LLC | 18,291 | $723.0K | 0.54% | +7,539+70.1% | Added |
| Securian Asset Management, Inc | 17,595 | $683.0K | 0.01% | −128−0.7% | Reduced |
| Boenning & Scattergood, Inc. | 17,566 | $682.0K | 0.11% | +10.0% | Added |
| Maryland State Retirement & Pension System | 17,170 | $666.0K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 17,059 | $662.0K | 0.00% | +320+1.9% | Added |
| Alps Advisors Inc | 16,835 | $653.0K | 0.01% | +6,918+69.8% | Added |
| King Luther Capital Management Corp | 16,740 | $650.0K | 0.00% | +1,523+10.0% | Added |
| Pitcairn Co | 16,672 | $647.0K | 0.04% | −172−1.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 15,950 | $619.0K | 0.03% | +15,950 | New |
| Mercer Global Advisors Inc | 15,883 | $616.0K | 0.00% | +1,120+7.6% | Added |
| Squarepoint Ops LLC | 15,857 | $615.0K | 0.00% | −50,190−76.0% | Reduced |
| Citadel Investment Advisory, Inc. | 15,585 | $605.0K | 0.35% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 15,200 | $590.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Mariner, LLC | 14,875 | $577.0K | 0.00% | +189+1.3% | Added |
| Engineers Gate Manager LP | 14,509 | $563.0K | 0.03% | +3,713+34.4% | Added |