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 |
|---|---|---|---|---|---|
| Edgestream Partners, L.P. | 44,252 | $1.45M | 0.12% | −27,156−38.0% | Reduced |
| Investors Research Corp | 44,146 | $1.45M | 0.41% | −150−0.3% | Reduced |
| Teacher Retirement System of Texas | 43,058 | $1.41M | 0.01% | +2,500+6.2% | Added |
| Illinois Municipal Retirement Fund | 42,095 | $1.38M | 0.04% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 42,000 | $1.38M | 0.05% | 00.0% | Unchanged |
| KBC Group NV | 41,900 | $1.38M | 0.01% | −2,160−4.9% | Reduced |
| Storebrand Asset Management AS | 41,470 | $1.36M | 0.01% | −25,000−37.6% | Reduced |
| Convergence Investment Partners, LLC | 40,279 | $1.32M | 0.68% | +806+2.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 39,567 | $1.30M | 0.31% | −46,633−54.1% | Reduced |
| Safeguard Investment Advisory Group, LLC | 39,437 | $1.29M | 0.88% | +7,223+22.4% | Added |
| Federated Hermes, Inc. | 38,536 | $1.27M | 0.00% | −6,911−15.2% | Reduced |
| Utah Retirement Systems | 38,484 | $1.26M | 0.02% | −1,200−3.0% | Reduced |
| Bard Financial Services, Inc. | 37,675 | $1.24M | 0.10% | +14,675+63.8% | Added |
| Tower Research Capital LLC (TRC) | 37,175 | $1.22M | 0.01% | +8,278+28.6% | Added |
| Bayesian Capital Management, LP | 36,928 | $1.21M | 0.18% | +36,928 | New |
| Intrinsic Value Partners, LLC | 36,143 | $1.19M | 1.26% | −700−1.9% | Reduced |
| SEI Investments Co | 34,521 | $1.17M | 0.00% | −97,686−73.9% | Reduced |
| Commonwealth Equity Services, LLC | 34,567 | $1.14M | 0.00% | +737+2.2% | Added |
| Rehmann Capital Advisory Group | 33,245 | $1.09M | 0.10% | +549+1.7% | Added |
| Parsec Financial Management, Inc. | 33,205 | $1.09M | 0.05% | +13,186+65.9% | Added |
| Bridgeway Capital Management, LLC | 32,800 | $1.08M | 0.02% | 00.0% | Unchanged |
| Westpac Banking Corp | 32,188 | $1.06M | 0.01% | +4,221+15.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 32,135 | $1.06M | 0.02% | −430−1.3% | Reduced |
| Winton Group Ltd | 31,922 | $1.05M | 0.06% | +5,362+20.2% | Added |
| Symmetry Partners, LLC | 31,537 | $1.04M | 0.07% | −21,600−40.6% | Reduced |
| ProShare Advisors LLC | 31,338 | $1.03M | 0.00% | −3,334−9.6% | Reduced |
| Hartford Investment Management Co | 30,643 | $1.01M | 0.03% | +25+0.1% | Added |
| AMG National Trust Bank | 30,081 | $988.0K | 0.03% | −554−1.8% | Reduced |
| LPL Financial LLC | 29,141 | $957.0K | 0.00% | −227,186−88.6% | Reduced |
| 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 |
| 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 |
| State of Alaska, Department of Revenue | 27,231 | $894.0K | 0.01% | −23,408−46.2% | Reduced |
| SG Americas Securities, LLC | 27,146 | $892.0K | 0.01% | +4,524+20.0% | Added |
| Teachers Retirement System of the State of Kentucky | 27,100 | $890.0K | 0.01% | −1,900−6.6% | Reduced |
| Neuberger Berman Group LLC | 26,617 | $874.0K | 0.00% | −4,197−13.6% | Reduced |
| Bridgewater Associates, LP | 26,275 | $863.0K | 0.00% | −16,715−38.9% | Reduced |
| DCM Advisors, LLC | 26,091 | $857.0K | 0.30% | −9,866−27.4% | Reduced |
| Autumn Glory Partners, LLC | 26,050 | $856.0K | 0.50% | +13,025+100.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 25,406 | $835.0K | 0.04% | +4,500+21.5% | Added |
| Warther Private Wealth, LLC | 24,875 | $828.0K | 0.54% | +6,584+36.0% | Added |
| 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 |
| Equitable Trust Co | 24,380 | $801.0K | 0.05% | 00.0% | Unchanged |
| US Bancorp | 24,318 | $799.0K | 0.00% | +114+0.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 24,107 | $792.0K | 0.00% | +24,107 | New |
| Cubic Asset Management, LLC | 23,590 | $775.0K | 0.18% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 23,263 | $764.0K | 0.00% | +23,263 | New |
| Johnson Financial Group, Inc. | 23,030 | $757.0K | 0.05% | +714+3.2% | Added |
| 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 |
| Advisor Partners LLC | 22,812 | $749.0K | 0.05% | −878−3.7% | Reduced |
| Handelsbanken Fonder AB | 21,903 | $720.0K | 0.00% | −11,600−34.6% | Reduced |
| Prudential PLC | 21,755 | $715.0K | 0.01% | +775+3.7% | Added |
| IFP Advisors, Inc | 31,070 | $711.0K | 0.01% | +30,205+3,491.9% | Added |
| Xponance, Inc. | 21,530 | $707.0K | 0.01% | −398−1.8% | Reduced |
| Mercer Global Advisors Inc | 20,598 | $677.0K | 0.00% | +4,715+29.7% | Added |
| TrinityPoint Wealth, LLC | 20,188 | $663.0K | 0.12% | +1,404+7.5% | Added |
| Burney Co | 19,978 | $656.0K | 0.03% | +50+0.3% | Added |
| 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 |
| National Bank of Canada | 19,555 | $643.0K | 0.00% | −6,348−24.5% | Reduced |
| Crossmark Global Holdings, Inc. | 19,048 | $625.0K | 0.01% | −40−0.2% | Reduced |
| Balasa Dinverno & Foltz LLC | 18,638 | $612.0K | 0.04% | −4,159−18.2% | Reduced |
| Evercore Wealth Management, LLC | 18,513 | $608.0K | 0.01% | −3,340−15.3% | Reduced |
| PEAK6 Investments LLC | 18,364 | $603.0K | 0.02% | +18,364 | New |
| Exchange Traded Concepts, LLC | 18,287 | $601.0K | 0.01% | +18,062+8,027.6% | Added |
| Bank of Montreal | 17,726 | $587.0K | 0.00% | −30,109−62.9% | Reduced |
| Aj Wealth Strategies, LLC | 17,717 | $582.0K | 0.03% | +5,400+43.8% | Added |
| Stifel Financial Corp | 17,689 | $581.0K | 0.00% | −102,327−85.3% | Reduced |
| Boenning & Scattergood, Inc. | 17,566 | $577.0K | 0.09% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 17,360 | $570.0K | 0.01% | −235−1.3% | Reduced |
| Maryland State Retirement & Pension System | 17,170 | $564.0K | 0.02% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 17,024 | $559.0K | 0.00% | +2,588+17.9% | Added |
| Vestmark Advisory Solutions, Inc. | 16,962 | $557.0K | 0.03% | −2,273−11.8% | Reduced |
| Virtu Financial LLC | 16,317 | $536.0K | 0.04% | +16,317 | New |
| NorthCrest Asset Manangement, LLC | 16,300 | $535.0K | 0.03% | +350+2.2% | Added |
| Ci Investments Inc. | 15,683 | $515.0K | 0.00% | −1,376−8.1% | Reduced |
| Citadel Investment Advisory, Inc. | 15,585 | $512.0K | 0.30% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 15,463 | $508.0K | 0.00% | +15,463 | New |
| Mariner, LLC | 15,423 | $507.0K | 0.00% | +548+3.7% | Added |
| EHP Funds Inc. | 15,400 | $506.0K | 0.08% | +15,400 | New |
| Paloma Partners Management Co | 15,263 | $501.0K | 0.04% | −9,853−39.2% | Reduced |
| Silvercrest Asset Management Group LLC | 15,200 | $499.0K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 15,069 | $495.0K | 0.08% | +15,069 | New |
| Harbor Advisors LLC | 15,000 | $493.0K | 0.10% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 15,000 | $489.0K | 0.04% | 00.0% | Unchanged |
| Bailard, Inc. | 14,700 | $483.0K | 0.02% | +14,700 | New |
| Natixis Advisors, L.P. | 14,518 | $477.0K | 0.00% | +1,785+14.0% | Added |
| Pictet Asset Management SA | 14,253 | $468.0K | 0.00% | +1,953+15.9% | Added |
| King Luther Capital Management Corp | 14,212 | $467.0K | 0.00% | −2,528−15.1% | Reduced |
| Huber Capital Management LLC | 14,100 | $463.0K | 0.11% | −17,500−55.4% | Reduced |
| CPWM, LLC | 14,080 | $463.0K | 0.03% | +41+0.3% | Added |
| Lingohr & Partner Asset Management GmbH | 14,019 | $461.0K | 1.21% | +14,019 | New |
| KWMG, LLC | 13,905 | $457.0K | 0.06% | −103,866−88.2% | Reduced |
| HMS Capital Management, LLC | 13,746 | $452.0K | 0.21% | −117−0.8% | Reduced |
| Wedbush Securities Inc | 13,685 | $450.0K | 0.02% | −10.0% | Reduced |
| Western Wealth Management, LLC | 13,577 | $446.0K | 0.02% | +13,577 | New |
| Roberts Capital Advisors, LLC | 13,500 | $443.0K | 0.46% | 00.0% | Unchanged |