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 |
|---|---|---|---|---|---|
| Macquarie Group Ltd | 66,934 | $2.20M | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 67,087 | $2.20M | 0.01% | +3,086+4.8% | Added |
| Vident Investment Advisory, LLC | 68,026 | $2.23M | 0.06% | +2,976+4.6% | Added |
| Baird Financial Group, Inc. | 68,031 | $2.23M | 0.01% | −39,194−36.6% | Reduced |
| Barrett Asset Management, LLC | 70,000 | $2.30M | 0.10% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 70,910 | $2.33M | 0.02% | +5,778+8.9% | Added |
| PFS Investments Inc. | 71,552 | $2.35M | 0.04% | +8,426+13.3% | Added |
| Kingsview Wealth Management, LLC | 72,561 | $2.38M | 0.10% | −22,580−23.7% | Reduced |
| Elgethun Capital Management | 74,442 | $2.44M | 0.83% | −574−0.8% | Reduced |
| Nisa Investment Advisors, LLC | 74,966 | $2.46M | 0.02% | −4,000−5.1% | Reduced |
| Virginia Retirement Systems Et Al | 78,000 | $2.56M | 0.02% | −176,900−69.4% | Reduced |
| Steel Peak Wealth Management LLC | 78,452 | $2.58M | 0.16% | +40,015+104.1% | Added |
| Treasurer of the State of North Carolina | 78,929 | $2.59M | 0.01% | −398−0.5% | Reduced |
| Interval Partners, LP | 79,141 | $2.60M | 0.20% | +79,141 | New |
| Alaska Permanent Fund Corp | 79,400 | $2.61M | 0.04% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 81,011 | $2.66M | 0.00% | −832−1.0% | Reduced |
| Susquehanna International Group, LLP | 81,435 | $2.67M | 0.00% | +5,542+7.3% | Added |
| HRT Financial LP | 82,769 | $2.72M | 0.02% | +46,004+125.1% | Added |
| Algert Global LLC | 84,280 | $2.77M | 0.18% | +77,139+1,080.2% | Added |
| Amundi | 87,292 | $2.79M | 0.00% | +7,900+10.0% | Added |
| Commerce Bank | 85,258 | $2.80M | 0.02% | −335−0.4% | Reduced |
| Voya Investment Management LLC | 85,360 | $2.80M | 0.01% | +48,572+132.0% | Added |
| Meritage Portfolio Management | 86,968 | $2.86M | 0.18% | +86,968 | New |
| Leuthold Group, LLC | 88,180 | $2.90M | 0.37% | −330−0.4% | Reduced |
| Engineers Gate Manager LP | 88,359 | $2.90M | 0.11% | +73,850+509.0% | Added |
| Ervin Investment Management, LLC | 91,568 | $3.04M | 2.32% | +5,489+6.4% | Added |
| Price T Rowe Associates Inc | 94,494 | $3.10M | 0.00% | +8,213+9.5% | Added |
| Ensign Peak Advisors, Inc | 95,305 | $3.13M | 0.01% | +1,495+1.6% | Added |
| HSBC Holdings PLC | 94,138 | $3.15M | 0.00% | −70,329−42.8% | Reduced |
| AlphaCrest Capital Management LLC | 99,562 | $3.27M | 0.18% | −4,588−4.4% | Reduced |
| RBF Capital, LLC | 100,000 | $3.29M | 0.21% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 100,000 | $3.29M | 0.35% | +100,000 | New |
| Duality Advisers, LP | 100,206 | $3.29M | 0.35% | +21,492+27.3% | Added |
| State of New Jersey Common Pension Fund D | 101,929 | $3.35M | 0.01% | −11,073−9.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 100,144 | $3.35M | 0.05% | +6,676+7.1% | Added |
| Kiwi Wealth Investments Limited Partnership | 106,082 | $3.48M | 0.19% | +13,637+14.8% | Added |
| Rafferty Asset Management, LLC | 107,815 | $3.54M | 0.02% | −7,609−6.6% | Reduced |
| Alberta Investment Management Corp | 108,100 | $3.55M | 0.02% | +48,600+81.7% | Added |
| Advisor Group Holdings, Inc. | 109,151 | $3.57M | 0.01% | −11,080−9.2% | Reduced |
| Carolina Wealth Advisors, LLC | 109,133 | $3.58M | 2.26% | +104,495+2,253.0% | Added |
| Karpas Strategies, LLC | 112,353 | $3.69M | 1.16% | −600−0.5% | Reduced |
| Yousif Capital Management, LLC | 114,991 | $3.78M | 0.04% | −110−0.1% | Reduced |
| Great West Life Assurance Co | 111,663 | $3.78M | 0.01% | +8,430+8.2% | Added |
| State of Tennessee, Treasury Department | 115,864 | $3.81M | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 120,149 | $3.95M | 1.53% | +20,014+20.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 125,461 | $4.12M | 0.01% | −11,357−8.3% | Reduced |
| Poehling Capital Management, LLC | 125,880 | $4.13M | 1.28% | +394+0.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 126,162 | $4.14M | 0.01% | −686−0.5% | Reduced |
| Intrepid Capital Management Inc | 126,156 | $4.14M | 2.47% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 126,578 | $4.16M | 0.01% | −12,756−9.2% | Reduced |
| Karp Capital Management Corp | 126,918 | $4.17M | 0.61% | −41,997−24.9% | Reduced |
| Janus Henderson Group PLC | 127,002 | $4.17M | 0.00% | −163,140−56.2% | Reduced |
| Arnhold LLC | 127,677 | $4.19M | 0.47% | 00.0% | Unchanged |
| Bokf, NA | 128,312 | $4.21M | 0.07% | −4,049−3.1% | Reduced |
| MetLife Investment Management | 128,699 | $4.23M | 0.03% | +30,345+30.9% | Added |
| BNP Paribas Arbitrage, SA | 131,376 | $4.32M | 0.01% | −15,883−10.8% | Reduced |
| Citigroup Inc | 132,567 | $4.36M | 0.00% | +6,890+5.5% | Added |
| Two Sigma Investments, LP | 133,524 | $4.39M | 0.01% | +120,800+949.4% | Added |
| Eaton Vance Management | 134,564 | $4.42M | 0.01% | +103,058+327.1% | Added |
| Glenmede Trust Co NA | 134,720 | $4.42M | 0.02% | +58,123+75.9% | Added |
| Lee Danner & Bass Inc | 136,740 | $4.49M | 0.38% | −16,000−10.5% | Reduced |
| Texas Permanent School Fund | 137,172 | $4.51M | 0.06% | −5,082−3.6% | Reduced |
| Amalgamated Bank | 137,876 | $4.53M | 0.04% | −7,058−4.9% | Reduced |
| Amalgamated Financial Corp. | 137,876 | $4.53M | 0.04% | +137,876 | New |
| Beacon Investment Advisory Services, Inc. | 140,026 | $4.60M | 0.20% | +46,287+49.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 140,171 | $4.61M | 0.02% | +140,171 | New |
| Squarepoint Ops LLC | 141,060 | $4.63M | 0.03% | +125,203+789.6% | Added |
| Comerica Bank | 135,461 | $4.65M | 0.03% | +6,676+5.2% | Added |
| UBS Group AG | 142,211 | $4.67M | 0.00% | −105,196−42.5% | Reduced |
| Barclays PLC | 144,774 | $4.75M | 0.00% | −9,130−5.9% | Reduced |
| Verition Fund Management LLC | 155,148 | $5.10M | 0.10% | +13,749+9.7% | Added |
| Allspring Global Investments Holdings, LLC | 157,607 | $5.18M | 0.01% | −16,623−9.5% | Reduced |
| Manufacturers Life Insurance Company, The | 164,555 | $5.41M | 0.00% | −57,686−26.0% | Reduced |
| Ibex Wealth Advisors | 173,342 | $5.69M | 1.09% | +23,129+15.4% | Added |
| Mutual of America Capital Management LLC | 176,432 | $5.80M | 0.06% | +718+0.4% | Added |
| Gabelli Funds LLC | 176,510 | $5.80M | 0.04% | 00.0% | Unchanged |
| Twinbeech Capital LP | 182,651 | $6.00M | 0.26% | +182,651 | New |
| State of Wisconsin Investment Board | 187,965 | $6.17M | 0.01% | +161,355+606.4% | Added |
| Lafayette Investments, Inc. | 191,188 | $6.28M | 1.56% | +1,665+0.9% | Added |
| Credit Suisse AG | 194,161 | $6.38M | 0.01% | +5,691+3.0% | Added |
| Raymond James & Associates | 196,576 | $6.46M | 0.01% | −57,358−22.6% | Reduced |
| Waterfront Wealth Inc. | 200,743 | $6.53M | 2.31% | +2,461+1.2% | Added |
| Envestnet Asset Management Inc | 203,129 | $6.67M | 0.00% | +44,422+28.0% | Added |
| O'Shaughnessy Asset Management, LLC | 208,477 | $6.85M | 0.11% | −11,993−5.4% | Reduced |
| Wells Fargo & Company | 214,197 | $7.04M | 0.00% | −132,531−38.2% | Reduced |
| 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 |
| Two Sigma Advisers, LP | 220,300 | $7.24M | 0.02% | +103,700+88.9% | Added |
| ACR Alpine Capital Research, LLC | 225,916 | $7.42M | 0.37% | +24,071+11.9% | Added |
| Colony Group LLC | 232,257 | $7.63M | 0.11% | +97,551+72.4% | Added |
| New York State Common Retirement Fund | 240,164 | $7.89M | 0.01% | −950−0.4% | Reduced |
| Wallace Capital Management Inc. | 247,794 | $7.89M | 1.19% | −3,280−1.3% | Reduced |
| Mastrapasqua Asset Management Inc | 244,333 | $8.03M | 0.90% | −13,769−5.3% | Reduced |
| Man Group plc | 246,937 | $8.11M | 0.03% | −543,261−68.7% | Reduced |
| Franklin Resources Inc | 251,219 | $8.25M | 0.00% | −7,576−2.9% | Reduced |
| Deutsche Bank AG | 259,787 | $8.54M | 0.00% | +59,865+29.9% | Added |
| California State Teachers Retirement System | 272,145 | $8.94M | 0.01% | −26,895−9.0% | Reduced |
| Qube Research & Technologies Ltd | 289,413 | $9.51M | 0.09% | +176,944+157.3% | Added |
| Brandywine Global Investment Management, LLC | 289,712 | $9.52M | 0.07% | −9,990−3.3% | Reduced |
| New York State Teachers Retirement System | 295,292 | $9.70M | 0.02% | −704−0.2% | Reduced |