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 |
|---|---|---|---|---|---|
| Securian Asset Management, Inc | 17,360 | $570.0K | 0.01% | −235−1.3% | Reduced |
| Boenning & Scattergood, Inc. | 17,566 | $577.0K | 0.09% | 00.0% | Unchanged |
| Stifel Financial Corp | 17,689 | $581.0K | 0.00% | −102,327−85.3% | Reduced |
| Aj Wealth Strategies, LLC | 17,717 | $582.0K | 0.03% | +5,400+43.8% | Added |
| Bank of Montreal | 17,726 | $587.0K | 0.00% | −30,109−62.9% | Reduced |
| Exchange Traded Concepts, LLC | 18,287 | $601.0K | 0.01% | +18,062+8,027.6% | Added |
| PEAK6 Investments LLC | 18,364 | $603.0K | 0.02% | +18,364 | New |
| Evercore Wealth Management, LLC | 18,513 | $608.0K | 0.01% | −3,340−15.3% | Reduced |
| Balasa Dinverno & Foltz LLC | 18,638 | $612.0K | 0.04% | −4,159−18.2% | Reduced |
| Crossmark Global Holdings, Inc. | 19,048 | $625.0K | 0.01% | −40−0.2% | Reduced |
| National Bank of Canada | 19,555 | $643.0K | 0.00% | −6,348−24.5% | Reduced |
| DuPont Capital Management Corp | 19,592 | $644.0K | 0.03% | −30,550−60.9% | Reduced |
| Public Employees Retirement Association of Colorado | 19,619 | $644.0K | 0.00% | 00.0% | Unchanged |
| Burney Co | 19,978 | $656.0K | 0.03% | +50+0.3% | Added |
| TrinityPoint Wealth, LLC | 20,188 | $663.0K | 0.12% | +1,404+7.5% | Added |
| Mercer Global Advisors Inc | 20,598 | $677.0K | 0.00% | +4,715+29.7% | Added |
| Xponance, Inc. | 21,530 | $707.0K | 0.01% | −398−1.8% | Reduced |
| IFP Advisors, Inc | 31,070 | $711.0K | 0.01% | +30,205+3,491.9% | Added |
| Prudential PLC | 21,755 | $715.0K | 0.01% | +775+3.7% | Added |
| Handelsbanken Fonder AB | 21,903 | $720.0K | 0.00% | −11,600−34.6% | Reduced |
| Advisor Partners LLC | 22,812 | $749.0K | 0.05% | −878−3.7% | Reduced |
| Shell Asset Management Co | 23,019 | $756.0K | 0.02% | −3,408−12.9% | Reduced |
| Wright Investors Service Inc | 22,988 | $756.0K | 0.19% | +1,035+4.7% | Added |
| Johnson Financial Group, Inc. | 23,030 | $757.0K | 0.05% | +714+3.2% | Added |
| Mackenzie Financial Corp | 23,263 | $764.0K | 0.00% | +23,263 | New |
| Cubic Asset Management, LLC | 23,590 | $775.0K | 0.18% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 24,107 | $792.0K | 0.00% | +24,107 | New |
| US Bancorp | 24,318 | $799.0K | 0.00% | +114+0.5% | Added |
| Equitable Trust Co | 24,380 | $801.0K | 0.05% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 24,735 | $813.0K | 0.00% | −10,270−29.3% | Reduced |
| Parsons Capital Management Inc | 24,743 | $813.0K | 0.06% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 24,875 | $828.0K | 0.54% | +6,584+36.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 25,406 | $835.0K | 0.04% | +4,500+21.5% | Added |
| Autumn Glory Partners, LLC | 26,050 | $856.0K | 0.50% | +13,025+100.0% | Added |
| DCM Advisors, LLC | 26,091 | $857.0K | 0.30% | −9,866−27.4% | Reduced |
| Bridgewater Associates, LP | 26,275 | $863.0K | 0.00% | −16,715−38.9% | Reduced |
| Neuberger Berman Group LLC | 26,617 | $874.0K | 0.00% | −4,197−13.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 27,100 | $890.0K | 0.01% | −1,900−6.6% | Reduced |
| SG Americas Securities, LLC | 27,146 | $892.0K | 0.01% | +4,524+20.0% | Added |
| State of Alaska, Department of Revenue | 27,231 | $894.0K | 0.01% | −23,408−46.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 27,567 | $906.0K | 0.00% | +1,446+5.5% | Added |
| Radnor Capital Management, LLC | 27,575 | $906.0K | 0.23% | +2,600+10.4% | Added |
| Wellington Shields Capital Management, LLC | 28,000 | $920.0K | 0.10% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 28,021 | $920.0K | 0.00% | +1,156+4.3% | Added |
| LPL Financial LLC | 29,141 | $957.0K | 0.00% | −227,186−88.6% | Reduced |
| AMG National Trust Bank | 30,081 | $988.0K | 0.03% | −554−1.8% | Reduced |
| Hartford Investment Management Co | 30,643 | $1.01M | 0.03% | +25+0.1% | Added |
| ProShare Advisors LLC | 31,338 | $1.03M | 0.00% | −3,334−9.6% | Reduced |
| Symmetry Partners, LLC | 31,537 | $1.04M | 0.07% | −21,600−40.6% | Reduced |
| Winton Group Ltd | 31,922 | $1.05M | 0.06% | +5,362+20.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 32,135 | $1.06M | 0.02% | −430−1.3% | Reduced |
| Westpac Banking Corp | 32,188 | $1.06M | 0.01% | +4,221+15.1% | Added |
| Bridgeway Capital Management, LLC | 32,800 | $1.08M | 0.02% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 33,205 | $1.09M | 0.05% | +13,186+65.9% | Added |
| Rehmann Capital Advisory Group | 33,245 | $1.09M | 0.10% | +549+1.7% | Added |
| Commonwealth Equity Services, LLC | 34,567 | $1.14M | 0.00% | +737+2.2% | Added |
| SEI Investments Co | 34,521 | $1.17M | 0.00% | −97,686−73.9% | Reduced |
| Intrinsic Value Partners, LLC | 36,143 | $1.19M | 1.26% | −700−1.9% | Reduced |
| Bayesian Capital Management, LP | 36,928 | $1.21M | 0.18% | +36,928 | New |
| Tower Research Capital LLC (TRC) | 37,175 | $1.22M | 0.01% | +8,278+28.6% | Added |
| Bard Financial Services, Inc. | 37,675 | $1.24M | 0.10% | +14,675+63.8% | Added |
| Utah Retirement Systems | 38,484 | $1.26M | 0.02% | −1,200−3.0% | Reduced |
| Federated Hermes, Inc. | 38,536 | $1.27M | 0.00% | −6,911−15.2% | Reduced |
| Safeguard Investment Advisory Group, LLC | 39,437 | $1.29M | 0.88% | +7,223+22.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 39,567 | $1.30M | 0.31% | −46,633−54.1% | Reduced |
| Convergence Investment Partners, LLC | 40,279 | $1.32M | 0.68% | +806+2.0% | Added |
| Storebrand Asset Management AS | 41,470 | $1.36M | 0.01% | −25,000−37.6% | Reduced |
| KBC Group NV | 41,900 | $1.38M | 0.01% | −2,160−4.9% | Reduced |
| New Mexico Educational Retirement Board | 42,000 | $1.38M | 0.05% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 42,095 | $1.38M | 0.04% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 43,058 | $1.41M | 0.01% | +2,500+6.2% | Added |
| Investors Research Corp | 44,146 | $1.45M | 0.41% | −150−0.3% | Reduced |
| Edgestream Partners, L.P. | 44,252 | $1.45M | 0.12% | −27,156−38.0% | Reduced |
| HighTower Advisors, LLC | 46,910 | $1.54M | 0.00% | +3,383+7.8% | Added |
| Sculati Wealth Management, LLC | 47,275 | $1.55M | 0.76% | +4,440+10.4% | Added |
| Quantbot Technologies LP | 47,630 | $1.56M | 0.14% | +47,630 | New |
| Old National Bancorp | 48,336 | $1.59M | 0.06% | −209−0.4% | Reduced |
| State of Michigan Retirement System | 49,116 | $1.61M | 0.01% | −695−1.4% | Reduced |
| M Holdings Securities, Inc. | 49,395 | $1.62M | 0.12% | +49,395 | New |
| Russell Investments Group, Ltd. | 49,518 | $1.62M | 0.00% | −42,658−46.3% | Reduced |
| TBH Global Asset Management, LLC | 49,910 | $1.64M | 0.35% | +49,910 | New |
| Quantedge Capital Pte Ltd | 50,700 | $1.67M | 0.49% | −57,800−53.3% | Reduced |
| Brookfield Asset Management Inc. | 50,842 | $1.67M | 0.01% | +50,842 | New |
| Ameritas Investment Partners, Inc. | 51,686 | $1.70M | 0.06% | −664−1.3% | Reduced |
| Louisiana State Employees Retirement System | 50,700 | $1.74M | 0.04% | +200+0.4% | Added |
| Wittenberg Investment Management, Inc. | 55,558 | $1.82M | 0.69% | −1,076−1.9% | Reduced |
| Gateway Investment Advisers LLC | 55,797 | $1.83M | 0.02% | +1,070+2.0% | Added |
| Arizona State Retirement System | 56,422 | $1.85M | 0.01% | −94−0.2% | Reduced |
| Thrivent Financial for Lutherans | 56,659 | $1.86M | 0.00% | −1,239−2.1% | Reduced |
| Jane Street Group, LLC | 56,786 | $1.86M | 0.00% | +43,992+343.8% | Added |
| DekaBank Deutsche Girozentrale | 56,891 | $1.91M | 0.00% | +50,015+727.4% | Added |
| Kames Capital plc | 58,455 | $1.92M | 0.03% | −14,358−19.7% | Reduced |
| Cresset Asset Management, LLC | 59,818 | $1.97M | 0.02% | −7,674−11.4% | Reduced |
| Marshall Wace, LLP | 60,037 | $1.97M | 0.00% | +60,037 | New |
| Guggenheim Capital LLC | 60,278 | $1.98M | 0.01% | −10,959−15.4% | Reduced |
| CIBC Private Wealth Group, LLC | 61,086 | $2.01M | 0.00% | +519+0.9% | Added |
| Graham Capital Management, L.P. | 61,413 | $2.02M | 0.09% | +61,413 | New |
| Assenagon Asset Management S.A. | 62,032 | $2.04M | 0.01% | −64,780−51.1% | Reduced |
| Oregon Public Employees Retirement Fund | 62,987 | $2.07M | 0.02% | −1,148−1.8% | Reduced |
| Boston Partners | 66,746 | $2.19M | 0.00% | +6,651+11.1% | Added |