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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 164,555 | $5.41M | 0.00% | −57,686−26.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 157,607 | $5.18M | 0.01% | −16,623−9.5% | Reduced |
| Verition Fund Management LLC | 155,148 | $5.10M | 0.10% | +13,749+9.7% | Added |
| Barclays PLC | 144,774 | $4.75M | 0.00% | −9,130−5.9% | Reduced |
| UBS Group AG | 142,211 | $4.67M | 0.00% | −105,196−42.5% | Reduced |
| Comerica Bank | 135,461 | $4.65M | 0.03% | +6,676+5.2% | Added |
| Squarepoint Ops LLC | 141,060 | $4.63M | 0.03% | +125,203+789.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 140,171 | $4.61M | 0.02% | +140,171 | New |
| Beacon Investment Advisory Services, Inc. | 140,026 | $4.60M | 0.20% | +46,287+49.4% | Added |
| 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 |
| Texas Permanent School Fund | 137,172 | $4.51M | 0.06% | −5,082−3.6% | Reduced |
| Lee Danner & Bass Inc | 136,740 | $4.49M | 0.38% | −16,000−10.5% | Reduced |
| Glenmede Trust Co NA | 134,720 | $4.42M | 0.02% | +58,123+75.9% | Added |
| Eaton Vance Management | 134,564 | $4.42M | 0.01% | +103,058+327.1% | Added |
| Two Sigma Investments, LP | 133,524 | $4.39M | 0.01% | +120,800+949.4% | Added |
| Citigroup Inc | 132,567 | $4.36M | 0.00% | +6,890+5.5% | Added |
| BNP Paribas Arbitrage, SA | 131,376 | $4.32M | 0.01% | −15,883−10.8% | Reduced |
| MetLife Investment Management | 128,699 | $4.23M | 0.03% | +30,345+30.9% | Added |
| Bokf, NA | 128,312 | $4.21M | 0.07% | −4,049−3.1% | Reduced |
| Arnhold LLC | 127,677 | $4.19M | 0.47% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 127,002 | $4.17M | 0.00% | −163,140−56.2% | Reduced |
| Karp Capital Management Corp | 126,918 | $4.17M | 0.61% | −41,997−24.9% | Reduced |
| Public Employees Retirement System of Ohio | 126,578 | $4.16M | 0.01% | −12,756−9.2% | Reduced |
| 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 |
| Poehling Capital Management, LLC | 125,880 | $4.13M | 1.28% | +394+0.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 125,461 | $4.12M | 0.01% | −11,357−8.3% | Reduced |
| Retirement Group, LLC | 120,149 | $3.95M | 1.53% | +20,014+20.0% | Added |
| State of Tennessee, Treasury Department | 115,864 | $3.81M | 0.01% | 00.0% | Unchanged |
| 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 |
| Karpas Strategies, LLC | 112,353 | $3.69M | 1.16% | −600−0.5% | Reduced |
| Carolina Wealth Advisors, LLC | 109,133 | $3.58M | 2.26% | +104,495+2,253.0% | Added |
| Advisor Group Holdings, Inc. | 109,151 | $3.57M | 0.01% | −11,080−9.2% | Reduced |
| Alberta Investment Management Corp | 108,100 | $3.55M | 0.02% | +48,600+81.7% | Added |
| Rafferty Asset Management, LLC | 107,815 | $3.54M | 0.02% | −7,609−6.6% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 106,082 | $3.48M | 0.19% | +13,637+14.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 100,144 | $3.35M | 0.05% | +6,676+7.1% | Added |
| State of New Jersey Common Pension Fund D | 101,929 | $3.35M | 0.01% | −11,073−9.8% | Reduced |
| Duality Advisers, LP | 100,206 | $3.29M | 0.35% | +21,492+27.3% | Added |
| 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 |
| AlphaCrest Capital Management LLC | 99,562 | $3.27M | 0.18% | −4,588−4.4% | Reduced |
| HSBC Holdings PLC | 94,138 | $3.15M | 0.00% | −70,329−42.8% | Reduced |
| Ensign Peak Advisors, Inc | 95,305 | $3.13M | 0.01% | +1,495+1.6% | Added |
| Price T Rowe Associates Inc | 94,494 | $3.10M | 0.00% | +8,213+9.5% | Added |
| Ervin Investment Management, LLC | 91,568 | $3.04M | 2.32% | +5,489+6.4% | Added |
| Engineers Gate Manager LP | 88,359 | $2.90M | 0.11% | +73,850+509.0% | Added |
| Leuthold Group, LLC | 88,180 | $2.90M | 0.37% | −330−0.4% | Reduced |
| Meritage Portfolio Management | 86,968 | $2.86M | 0.18% | +86,968 | New |
| Voya Investment Management LLC | 85,360 | $2.80M | 0.01% | +48,572+132.0% | Added |
| Commerce Bank | 85,258 | $2.80M | 0.02% | −335−0.4% | Reduced |
| Amundi | 87,292 | $2.79M | 0.00% | +7,900+10.0% | Added |
| Algert Global LLC | 84,280 | $2.77M | 0.18% | +77,139+1,080.2% | Added |
| HRT Financial LP | 82,769 | $2.72M | 0.02% | +46,004+125.1% | Added |
| Susquehanna International Group, LLP | 81,435 | $2.67M | 0.00% | +5,542+7.3% | Added |
| The PNC Financial Services Group, Inc. | 81,011 | $2.66M | 0.00% | −832−1.0% | Reduced |
| Alaska Permanent Fund Corp | 79,400 | $2.61M | 0.04% | 00.0% | Unchanged |
| Interval Partners, LP | 79,141 | $2.60M | 0.20% | +79,141 | New |
| Treasurer of the State of North Carolina | 78,929 | $2.59M | 0.01% | −398−0.5% | Reduced |
| Steel Peak Wealth Management LLC | 78,452 | $2.58M | 0.16% | +40,015+104.1% | Added |
| Virginia Retirement Systems Et Al | 78,000 | $2.56M | 0.02% | −176,900−69.4% | Reduced |
| Nisa Investment Advisors, LLC | 74,966 | $2.46M | 0.02% | −4,000−5.1% | Reduced |
| Elgethun Capital Management | 74,442 | $2.44M | 0.83% | −574−0.8% | Reduced |
| Kingsview Wealth Management, LLC | 72,561 | $2.38M | 0.10% | −22,580−23.7% | Reduced |
| PFS Investments Inc. | 71,552 | $2.35M | 0.04% | +8,426+13.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 70,910 | $2.33M | 0.02% | +5,778+8.9% | Added |
| Barrett Asset Management, LLC | 70,000 | $2.30M | 0.10% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 68,031 | $2.23M | 0.01% | −39,194−36.6% | Reduced |
| Vident Investment Advisory, LLC | 68,026 | $2.23M | 0.06% | +2,976+4.6% | Added |
| STRS Ohio | 67,087 | $2.20M | 0.01% | +3,086+4.8% | Added |
| Macquarie Group Ltd | 66,934 | $2.20M | 0.00% | 00.0% | Unchanged |
| Boston Partners | 66,746 | $2.19M | 0.00% | +6,651+11.1% | Added |
| Oregon Public Employees Retirement Fund | 62,987 | $2.07M | 0.02% | −1,148−1.8% | Reduced |
| Assenagon Asset Management S.A. | 62,032 | $2.04M | 0.01% | −64,780−51.1% | Reduced |
| Graham Capital Management, L.P. | 61,413 | $2.02M | 0.09% | +61,413 | New |
| CIBC Private Wealth Group, LLC | 61,086 | $2.01M | 0.00% | +519+0.9% | Added |
| Guggenheim Capital LLC | 60,278 | $1.98M | 0.01% | −10,959−15.4% | Reduced |
| Marshall Wace, LLP | 60,037 | $1.97M | 0.00% | +60,037 | New |
| Cresset Asset Management, LLC | 59,818 | $1.97M | 0.02% | −7,674−11.4% | Reduced |
| Kames Capital plc | 58,455 | $1.92M | 0.03% | −14,358−19.7% | Reduced |
| DekaBank Deutsche Girozentrale | 56,891 | $1.91M | 0.00% | +50,015+727.4% | Added |
| Jane Street Group, LLC | 56,786 | $1.86M | 0.00% | +43,992+343.8% | Added |
| Thrivent Financial for Lutherans | 56,659 | $1.86M | 0.00% | −1,239−2.1% | Reduced |
| Arizona State Retirement System | 56,422 | $1.85M | 0.01% | −94−0.2% | Reduced |
| Gateway Investment Advisers LLC | 55,797 | $1.83M | 0.02% | +1,070+2.0% | Added |
| Wittenberg Investment Management, Inc. | 55,558 | $1.82M | 0.69% | −1,076−1.9% | Reduced |
| Louisiana State Employees Retirement System | 50,700 | $1.74M | 0.04% | +200+0.4% | Added |
| Ameritas Investment Partners, Inc. | 51,686 | $1.70M | 0.06% | −664−1.3% | Reduced |
| Brookfield Asset Management Inc. | 50,842 | $1.67M | 0.01% | +50,842 | New |
| Quantedge Capital Pte Ltd | 50,700 | $1.67M | 0.49% | −57,800−53.3% | Reduced |
| TBH Global Asset Management, LLC | 49,910 | $1.64M | 0.35% | +49,910 | New |
| Russell Investments Group, Ltd. | 49,518 | $1.62M | 0.00% | −42,658−46.3% | Reduced |
| M Holdings Securities, Inc. | 49,395 | $1.62M | 0.12% | +49,395 | New |
| State of Michigan Retirement System | 49,116 | $1.61M | 0.01% | −695−1.4% | Reduced |
| Old National Bancorp | 48,336 | $1.59M | 0.06% | −209−0.4% | Reduced |
| Quantbot Technologies LP | 47,630 | $1.56M | 0.14% | +47,630 | New |
| Sculati Wealth Management, LLC | 47,275 | $1.55M | 0.76% | +4,440+10.4% | Added |
| HighTower Advisors, LLC | 46,910 | $1.54M | 0.00% | +3,383+7.8% | Added |