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 |
|---|---|---|---|---|---|
| State Board of Administration of Florida Retirement System | 295,920 | $9.72M | 0.02% | −7,110−2.3% | Reduced |
| Truist Financial Corp | 304,310 | $10.0M | 0.02% | +238,233+360.5% | Added |
| Cubist Systematic Strategies, LLC | 311,878 | $10.2M | 0.09% | +141,691+83.3% | Added |
| American International Group, Inc. | 327,987 | $10.8M | 0.06% | −4,473−1.3% | Reduced |
| Rock Point Advisors, LLC | 338,755 | $11.1M | 3.32% | +7,767+2.3% | Added |
| Citadel Advisors LLC | 344,159 | $11.3M | 0.01% | −17,343−4.8% | Reduced |
| Iat Reinsurance Co Ltd. | 360,872 | $11.9M | 0.86% | 00.0% | Unchanged |
| Agf Investments Inc. | 375,000 | $12.3M | 0.09% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 376,360 | $12.4M | 0.55% | +39,135+11.6% | Added |
| Eubel Brady & Suttman Asset Management Inc | 397,647 | $13.1M | 2.40% | +13,072+3.4% | Added |
| First Manhattan Co | 413,990 | $13.6M | 0.04% | −900−0.2% | Reduced |
| Oppenheimer & Co Inc | 427,656 | $14.0M | 0.25% | +85,340+24.9% | Added |
| Robotti Robert | 436,542 | $14.3M | 2.90% | −4,464−1.0% | Reduced |
| UBS Asset Management Americas Inc | 448,182 | $14.7M | 0.01% | +9,196+2.1% | Added |
| GoodHaven Capital Management, LLC | 451,999 | $14.8M | 8.89% | +400+0.1% | Added |
| California Public Employees Retirement System | 456,822 | $15.0M | 0.01% | −28,427−5.9% | Reduced |
| Ceredex Value Advisors LLC | 463,503 | $15.2M | 0.18% | −611,000−56.9% | Reduced |
| American Century Companies Inc | 475,245 | $15.6M | 0.01% | −59,009−11.0% | Reduced |
| Swiss National Bank | 493,500 | $16.2M | 0.01% | +31,600+6.8% | Added |
| 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 |
| Ameriprise Financial Inc | 528,349 | $16.7M | 0.00% | −301,817−36.4% | Reduced |
| Parametric Portfolio Associates LLC | 516,641 | $17.0M | 0.01% | −11,378−2.2% | Reduced |
| Legal & General Group Plc | 521,716 | $17.1M | 0.01% | −12,548−2.3% | Reduced |
| Bamco Inc | 536,200 | $17.6M | 0.04% | +96,200+21.9% | Added |
| Mraz, Amerine & Associates, Inc. | 554,976 | $18.2M | 4.33% | +3,507+0.6% | Added |
| Retirement Systems of Alabama | 562,073 | $18.5M | 0.07% | −56,271−9.1% | Reduced |
| Bank of America Corp | 584,500 | $19.2M | 0.00% | −140,129−19.3% | Reduced |
| Renaissance Technologies LLC | 657,289 | $21.6M | 0.03% | +428,300+187.0% | Added |
| Millennium Management LLC | 666,814 | $21.9M | 0.03% | +280,194+72.5% | Added |
| Royal Bank of Canada | 669,936 | $22.0M | 0.01% | +39,790+6.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 686,266 | $22.5M | 0.13% | −337,318−33.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 689,828 | $22.7M | 0.05% | −121,616−15.0% | Reduced |
| First Wilshire Securities Management Inc | 701,555 | $23.0M | 8.10% | −7,394−1.0% | Reduced |
| Victory Capital Management Inc | 776,023 | $23.9M | 0.02% | +139,398+21.9% | Added |
| Principal Financial Group Inc | 731,221 | $24.0M | 0.02% | +19,109+2.7% | Added |
| Pacifica Capital Investments, LLC | 743,944 | $24.4M | 7.97% | +828+0.1% | Added |
| PGGM Investments | 659,332 | $25.6M | 0.13% | 00.0% | Unchanged |
| Hosking Partners LLP | 787,716 | $25.9M | 0.67% | −17,652−2.2% | Reduced |
| Private Capital Management, LLC | 831,216 | $27.3M | 4.11% | +42,111+5.3% | Added |
| Nuveen Asset Management, LLC | 885,439 | $28.5M | 0.01% | −249,255−22.0% | Reduced |
| Moerus Capital Management LLC | 880,471 | $28.9M | 8.01% | +289,986+49.1% | Added |
| Morgan Stanley | 898,126 | $29.5M | 0.00% | +270,297+43.1% | Added |
| Wedge Capital Management L L P | 950,662 | $31.2M | 0.42% | +147,282+18.3% | Added |
| Allianz Asset Management GmbH | 1,013,874 | $33.3M | 0.03% | −413,883−29.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,035,615 | $34.0M | 0.04% | −1,997,782−65.9% | Reduced |
| Assetmark, Inc | 1,093,889 | $35.9M | 0.15% | −18,056−1.6% | Reduced |
| Invesco Ltd. | 1,112,861 | $36.6M | 0.01% | −500,869−31.0% | Reduced |
| FMR LLC | 1,383,003 | $45.4M | 0.00% | +1,333,903+2,716.7% | Added |
| Miller Howard Investments Inc | 1,412,789 | $46.4M | 1.63% | −113,649−7.4% | Reduced |
| Private Management Group Inc | 1,568,000 | $51.5M | 2.09% | +35,166+2.3% | Added |
| Northern Trust Corp | 1,603,110 | $52.7M | 0.01% | −47,531−2.9% | Reduced |
| AQR Capital Management LLC | 1,869,441 | $61.4M | 0.12% | +692,237+58.8% | Added |
| JPMorgan Chase & Co | 1,959,128 | $64.4M | 0.01% | −38,127−1.9% | Reduced |
| Beck Mack & Oliver LLC | 1,989,710 | $65.4M | 1.64% | −24,422−1.2% | Reduced |
| Norges Bank | 1,991,899 | $65.4M | 0.01% | −194,363−8.9% | Reduced |
| Captrust Financial Advisors | 2,186,852 | $71.8M | 0.46% | +34,445+1.6% | Added |
| Bank of New York Mellon Corp | 2,652,486 | $87.1M | 0.02% | +660.0% | Added |
| Geode Capital Management, LLC | 2,744,703 | $90.2M | 0.01% | −1,072,379−28.1% | Reduced |
| Goldman Sachs Group Inc | 2,817,519 | $92.6M | 0.02% | −442,373−13.6% | Reduced |
| Donald Smith & Co., Inc. | 3,309,897 | $108.7M | 3.95% | +502,508+17.9% | Added |
| Charles Schwab Investment Management Inc | 3,328,739 | $109.3M | 0.03% | +2,223,630+201.2% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 3,394,283 | $111.5M | 0.36% | −43,270−1.3% | Reduced |
| Burgundy Asset Management Ltd. | 3,441,528 | $113.1M | 1.20% | −22,370−0.6% | Reduced |
| LSV Asset Management | 3,856,733 | $126.7M | 0.23% | +244,028+6.8% | Added |
| Dimensional Fund Advisors LP | 3,908,007 | $128.4M | 0.04% | +156,126+4.2% | Added |
| Alliancebernstein L.P. | 4,833,750 | $158.8M | 0.06% | +283,083+6.2% | Added |
| State Street Corp | 5,753,327 | $189.0M | 0.01% | +52,336+0.9% | Added |
| First Pacific Advisors, LP | 5,763,735 | $189.3M | 2.44% | +9,200+0.2% | Added |
| First Trust Advisors LP | 7,152,883 | $235.0M | 0.24% | +2,207,065+44.6% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 10,500,000 | $344.9M | 10.53% | 00.0% | Unchanged |
| BlackRock Inc. | 18,482,896 | $607.2M | 0.02% | +233,844+1.3% | Added |
| Vanguard Group Inc | 20,790,775 | $683.0M | 0.02% | −1,313,585−5.9% | Reduced |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −1,684,911−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −220,015−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −123,465−100.0% | Sold out |
| MYDA Advisors LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −89,286−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −77,603−100.0% | Sold out |
| Brooktree Capital Management | 0 | $0 | 0.00% | −68,942−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −67,078−100.0% | Sold out |
| Taika Capital, LP | 0 | $0 | 0.00% | −63,625−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −60,933−100.0% | Sold out |
| Prescott Group Capital Management, L.L.C. | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Kingfisher Capital LLC | 0 | $0 | 0.00% | −57,798−100.0% | Sold out |
| Pinnacle Associates Ltd | 0 | $0 | 0.00% | −52,730−100.0% | Sold out |
| Bowling Portfolio Management LLC | 0 | $0 | 0.00% | −51,845−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −48,018−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −38,959−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −35,594−100.0% | Sold out |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −31,270−100.0% | Sold out |
| Golden Green, Inc. | 0 | $0 | 0.00% | −28,271−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −26,261−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −24,431−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −22,505−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −20,331−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −16,835−100.0% | Sold out |
| Bank Hapoalim BM | 0 | $0 | 0.00% | −14,237−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −14,097−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −12,967−100.0% | Sold out |