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, Q1 2022
Institutional positions in Jefferies Financial Group Inc. as of Mar 31, 2022. 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
- 473
- −26 vs. Q4 2021
- Shares held
- 166.1M
- −901.8K (−0.5%) vs. Q4 2021
- Total value
- $5.46B
- −$1.02B (−15.7%) vs. Q4 2021
- New holders
- 63
- 163 more added
- Sold out
- 89
- 179 more reduced
6 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Jefferies Financial Group Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 20,790,775 | $683.0M | 0.02% | −1,313,585−5.9% | Reduced |
| BlackRock Inc. | 18,482,896 | $607.2M | 0.02% | +233,844+1.3% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 10,500,000 | $344.9M | 10.53% | 00.0% | Unchanged |
| First Trust Advisors LP | 7,152,883 | $235.0M | 0.24% | +2,207,065+44.6% | Added |
| First Pacific Advisors, LP | 5,763,735 | $189.3M | 2.44% | +9,200+0.2% | Added |
| State Street Corp | 5,753,327 | $189.0M | 0.01% | +52,336+0.9% | Added |
| Alliancebernstein L.P. | 4,833,750 | $158.8M | 0.06% | +283,083+6.2% | Added |
| Dimensional Fund Advisors LP | 3,908,007 | $128.4M | 0.04% | +156,126+4.2% | Added |
| LSV Asset Management | 3,856,733 | $126.7M | 0.23% | +244,028+6.8% | Added |
| Burgundy Asset Management Ltd. | 3,441,528 | $113.1M | 1.20% | −22,370−0.6% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 3,394,283 | $111.5M | 0.36% | −43,270−1.3% | Reduced |
| Charles Schwab Investment Management Inc | 3,328,739 | $109.3M | 0.03% | +2,223,630+201.2% | Added |
| Donald Smith & Co., Inc. | 3,309,897 | $108.7M | 3.95% | +502,508+17.9% | Added |
| Goldman Sachs Group Inc | 2,817,519 | $92.6M | 0.02% | −442,373−13.6% | Reduced |
| Geode Capital Management, LLC | 2,744,703 | $90.2M | 0.01% | −1,072,379−28.1% | Reduced |
| Bank of New York Mellon Corp | 2,652,486 | $87.1M | 0.02% | +660.0% | Added |
| Captrust Financial Advisors | 2,186,852 | $71.8M | 0.46% | +34,445+1.6% | Added |
| Norges Bank | 1,991,899 | $65.4M | 0.01% | −194,363−8.9% | Reduced |
| Beck Mack & Oliver LLC | 1,989,710 | $65.4M | 1.64% | −24,422−1.2% | Reduced |
| JPMorgan Chase & Co | 1,959,128 | $64.4M | 0.01% | −38,127−1.9% | Reduced |
| AQR Capital Management LLC | 1,869,441 | $61.4M | 0.12% | +692,237+58.8% | Added |
| Northern Trust Corp | 1,603,110 | $52.7M | 0.01% | −47,531−2.9% | Reduced |
| Private Management Group Inc | 1,568,000 | $51.5M | 2.09% | +35,166+2.3% | Added |
| Miller Howard Investments Inc | 1,412,789 | $46.4M | 1.63% | −113,649−7.4% | Reduced |
| FMR LLC | 1,383,003 | $45.4M | 0.00% | +1,333,903+2,716.7% | Added |
| Invesco Ltd. | 1,112,861 | $36.6M | 0.01% | −500,869−31.0% | Reduced |
| Assetmark, Inc | 1,093,889 | $35.9M | 0.15% | −18,056−1.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,035,615 | $34.0M | 0.04% | −1,997,782−65.9% | Reduced |
| Allianz Asset Management GmbH | 1,013,874 | $33.3M | 0.03% | −413,883−29.0% | Reduced |
| Wedge Capital Management L L P | 950,662 | $31.2M | 0.42% | +147,282+18.3% | Added |
| Morgan Stanley | 898,126 | $29.5M | 0.00% | +270,297+43.1% | Added |
| Moerus Capital Management LLC | 880,471 | $28.9M | 8.01% | +289,986+49.1% | Added |
| Nuveen Asset Management, LLC | 885,439 | $28.5M | 0.01% | −249,255−22.0% | Reduced |
| Private Capital Management, LLC | 831,216 | $27.3M | 4.11% | +42,111+5.3% | Added |
| Hosking Partners LLP | 787,716 | $25.9M | 0.67% | −17,652−2.2% | Reduced |
| PGGM Investments | 659,332 | $25.6M | 0.13% | 00.0% | Unchanged |
| Pacifica Capital Investments, LLC | 743,944 | $24.4M | 7.97% | +828+0.1% | Added |
| Principal Financial Group Inc | 731,221 | $24.0M | 0.02% | +19,109+2.7% | Added |
| Victory Capital Management Inc | 776,023 | $23.9M | 0.02% | +139,398+21.9% | Added |
| First Wilshire Securities Management Inc | 701,555 | $23.0M | 8.10% | −7,394−1.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 689,828 | $22.7M | 0.05% | −121,616−15.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 686,266 | $22.5M | 0.13% | −337,318−33.0% | Reduced |
| Royal Bank of Canada | 669,936 | $22.0M | 0.01% | +39,790+6.3% | Added |
| Millennium Management LLC | 666,814 | $21.9M | 0.03% | +280,194+72.5% | Added |
| Renaissance Technologies LLC | 657,289 | $21.6M | 0.03% | +428,300+187.0% | Added |
| Bank of America Corp | 584,500 | $19.2M | 0.00% | −140,129−19.3% | Reduced |
| Retirement Systems of Alabama | 562,073 | $18.5M | 0.07% | −56,271−9.1% | Reduced |
| Mraz, Amerine & Associates, Inc. | 554,976 | $18.2M | 4.33% | +3,507+0.6% | Added |
| Bamco Inc | 536,200 | $17.6M | 0.04% | +96,200+21.9% | Added |
| Legal & General Group Plc | 521,716 | $17.1M | 0.01% | −12,548−2.3% | Reduced |
| Parametric Portfolio Associates LLC | 516,641 | $17.0M | 0.01% | −11,378−2.2% | Reduced |
| Ameriprise Financial Inc | 528,349 | $16.7M | 0.00% | −301,817−36.4% | Reduced |
| Rhumbline Advisers | 508,857 | $16.7M | 0.02% | −20,440−3.9% | Reduced |
| Voloridge Investment Management, LLC | 508,869 | $16.7M | 0.09% | +39,729+8.5% | Added |
| Swiss National Bank | 493,500 | $16.2M | 0.01% | +31,600+6.8% | Added |
| American Century Companies Inc | 475,245 | $15.6M | 0.01% | −59,009−11.0% | Reduced |
| Ceredex Value Advisors LLC | 463,503 | $15.2M | 0.18% | −611,000−56.9% | Reduced |
| California Public Employees Retirement System | 456,822 | $15.0M | 0.01% | −28,427−5.9% | Reduced |
| GoodHaven Capital Management, LLC | 451,999 | $14.8M | 8.89% | +400+0.1% | Added |
| UBS Asset Management Americas Inc | 448,182 | $14.7M | 0.01% | +9,196+2.1% | Added |
| Robotti Robert | 436,542 | $14.3M | 2.90% | −4,464−1.0% | Reduced |
| Oppenheimer & Co Inc | 427,656 | $14.0M | 0.25% | +85,340+24.9% | Added |
| First Manhattan Co | 413,990 | $13.6M | 0.04% | −900−0.2% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 397,647 | $13.1M | 2.40% | +13,072+3.4% | Added |
| NewEdge Wealth, LLC | 376,360 | $12.4M | 0.55% | +39,135+11.6% | Added |
| Agf Investments Inc. | 375,000 | $12.3M | 0.09% | 00.0% | Unchanged |
| Iat Reinsurance Co Ltd. | 360,872 | $11.9M | 0.86% | 00.0% | Unchanged |
| Citadel Advisors LLC | 344,159 | $11.3M | 0.01% | −17,343−4.8% | Reduced |
| Rock Point Advisors, LLC | 338,755 | $11.1M | 3.32% | +7,767+2.3% | Added |
| American International Group, Inc. | 327,987 | $10.8M | 0.06% | −4,473−1.3% | Reduced |
| Cubist Systematic Strategies, LLC | 311,878 | $10.2M | 0.09% | +141,691+83.3% | Added |
| Truist Financial Corp | 304,310 | $10.0M | 0.02% | +238,233+360.5% | Added |
| State Board of Administration of Florida Retirement System | 295,920 | $9.72M | 0.02% | −7,110−2.3% | Reduced |
| New York State Teachers Retirement System | 295,292 | $9.70M | 0.02% | −704−0.2% | Reduced |
| Brandywine Global Investment Management, LLC | 289,712 | $9.52M | 0.07% | −9,990−3.3% | Reduced |
| Qube Research & Technologies Ltd | 289,413 | $9.51M | 0.09% | +176,944+157.3% | Added |
| California State Teachers Retirement System | 272,145 | $8.94M | 0.01% | −26,895−9.0% | Reduced |
| Deutsche Bank AG | 259,787 | $8.54M | 0.00% | +59,865+29.9% | Added |
| Franklin Resources Inc | 251,219 | $8.25M | 0.00% | −7,576−2.9% | Reduced |
| Man Group plc | 246,937 | $8.11M | 0.03% | −543,261−68.7% | Reduced |
| Mastrapasqua Asset Management Inc | 244,333 | $8.03M | 0.90% | −13,769−5.3% | Reduced |
| Wallace Capital Management Inc. | 247,794 | $7.89M | 1.19% | −3,280−1.3% | Reduced |
| New York State Common Retirement Fund | 240,164 | $7.89M | 0.01% | −950−0.4% | Reduced |
| Colony Group LLC | 232,257 | $7.63M | 0.11% | +97,551+72.4% | Added |
| ACR Alpine Capital Research, LLC | 225,916 | $7.42M | 0.37% | +24,071+11.9% | Added |
| Two Sigma Advisers, LP | 220,300 | $7.24M | 0.02% | +103,700+88.9% | Added |
| Prudential Financial Inc | 214,412 | $7.04M | 0.01% | −19,828−8.5% | Reduced |
| Merrion Investment Management Co, LLC | 214,416 | $7.04M | 5.15% | 00.0% | Unchanged |
| Wells Fargo & Company | 214,197 | $7.04M | 0.00% | −132,531−38.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 208,477 | $6.85M | 0.11% | −11,993−5.4% | Reduced |
| Envestnet Asset Management Inc | 203,129 | $6.67M | 0.00% | +44,422+28.0% | Added |
| Waterfront Wealth Inc. | 200,743 | $6.53M | 2.31% | +2,461+1.2% | Added |
| Raymond James & Associates | 196,576 | $6.46M | 0.01% | −57,358−22.6% | Reduced |
| Credit Suisse AG | 194,161 | $6.38M | 0.01% | +5,691+3.0% | Added |
| Lafayette Investments, Inc. | 191,188 | $6.28M | 1.56% | +1,665+0.9% | Added |
| State of Wisconsin Investment Board | 187,965 | $6.17M | 0.01% | +161,355+606.4% | Added |
| Twinbeech Capital LP | 182,651 | $6.00M | 0.26% | +182,651 | New |
| Gabelli Funds LLC | 176,510 | $5.80M | 0.04% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 176,432 | $5.80M | 0.06% | +718+0.4% | Added |
| Ibex Wealth Advisors | 173,342 | $5.69M | 1.09% | +23,129+15.4% | Added |