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, Q2 2022
Institutional positions in Jefferies Financial Group Inc. as of Jun 30, 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
- 428
- −36 vs. Q1 2022
- Shares held
- 157.4M
- −7.22M (−4.4%) vs. Q1 2022
- Total value
- $4.35B
- −$1.05B (−19.5%) vs. Q1 2022
- New holders
- 33
- 147 more added
- Sold out
- 69
- 168 more reduced
9 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Jefferies Financial Group Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 20,396,596 | $563.4M | 0.02% | −394,179−1.9% | Reduced |
| BlackRock Inc. | 18,185,243 | $502.3M | 0.02% | −297,653−1.6% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 10,500,000 | $290.0M | 8.29% | 00.0% | Unchanged |
| First Trust Advisors LP | 7,369,289 | $203.5M | 0.25% | +216,406+3.0% | Added |
| First Pacific Advisors, LP | 5,770,645 | $159.4M | 2.36% | +6,910+0.1% | Added |
| State Street Corp | 5,765,733 | $159.3M | 0.01% | +12,406+0.2% | Added |
| Dimensional Fund Advisors LP | 4,140,735 | $114.4M | 0.04% | +232,728+6.0% | Added |
| LSV Asset Management | 3,877,310 | $107.1M | 0.23% | +20,577+0.5% | Added |
| Burgundy Asset Management Ltd. | 3,723,641 | $102.8M | 1.29% | +282,113+8.2% | Added |
| Charles Schwab Investment Management Inc | 3,507,231 | $96.9M | 0.03% | +178,492+5.4% | Added |
| Donald Smith & Co., Inc. | 3,326,443 | $91.9M | 4.14% | +16,546+0.5% | Added |
| Alliancebernstein L.P. | 3,233,635 | $89.3M | 0.04% | −1,600,115−33.1% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 2,820,360 | $77.9M | 0.29% | −573,923−16.9% | Reduced |
| Geode Capital Management, LLC | 2,680,484 | $74.0M | 0.01% | −64,219−2.3% | Reduced |
| Bank of New York Mellon Corp | 2,653,398 | $73.3M | 0.02% | +9120.0% | Added |
| Captrust Financial Advisors | 2,465,152 | $68.1M | 0.44% | +278,300+12.7% | Added |
| Goldman Sachs Group Inc | 2,112,242 | $58.3M | 0.02% | −705,277−25.0% | Reduced |
| JPMorgan Chase & Co | 2,000,189 | $55.2M | 0.01% | +41,061+2.1% | Added |
| Beck Mack & Oliver LLC | 1,976,939 | $54.6M | 1.64% | −12,771−0.6% | Reduced |
| Norges Bank | 1,858,173 | $51.3M | 0.01% | −133,726−6.7% | Reduced |
| AQR Capital Management LLC | 1,830,926 | $49.1M | 0.11% | −38,515−2.1% | Reduced |
| Private Management Group Inc | 1,601,143 | $44.2M | 1.94% | +33,143+2.1% | Added |
| Northern Trust Corp | 1,552,623 | $42.9M | 0.01% | −50,487−3.1% | Reduced |
| Miller Howard Investments Inc | 1,408,150 | $38.9M | 1.50% | −4,639−0.3% | Reduced |
| Invesco Ltd. | 1,284,180 | $35.5M | 0.01% | +171,319+15.4% | Added |
| Morgan Stanley | 1,213,385 | $33.5M | 0.00% | +315,259+35.1% | Added |
| Arrowstreet Capital, Limited Partnership | 1,187,392 | $32.8M | 0.05% | +151,777+14.7% | Added |
| Moerus Capital Management LLC | 1,161,599 | $32.1M | 11.32% | +281,128+31.9% | Added |
| Assetmark, Inc | 966,302 | $26.7M | 0.12% | −127,587−11.7% | Reduced |
| Wedge Capital Management L L P | 957,691 | $26.5M | 0.42% | +7,029+0.7% | Added |
| FMR LLC | 941,432 | $26.0M | 0.00% | −441,571−31.9% | Reduced |
| Private Capital Management, LLC | 866,816 | $23.9M | 3.79% | +35,600+4.3% | Added |
| Nuveen Asset Management, LLC | 861,403 | $23.8M | 0.01% | −24,036−2.7% | Reduced |
| Bank of America Corp | 852,301 | $23.5M | 0.00% | +267,801+45.8% | Added |
| Victory Capital Management Inc | 778,156 | $21.5M | 0.02% | +2,133+0.3% | Added |
| Pacifica Capital Investments, LLC | 774,804 | $21.4M | 8.18% | +30,860+4.1% | Added |
| Principal Financial Group Inc | 756,224 | $20.9M | 0.02% | +25,003+3.4% | Added |
| First Wilshire Securities Management Inc | 697,071 | $19.3M | 7.19% | −4,484−0.6% | Reduced |
| Royal Bank of Canada | 667,827 | $18.4M | 0.01% | −2,109−0.3% | Reduced |
| Hosking Partners LLP | 660,363 | $18.2M | 0.72% | −127,353−16.2% | Reduced |
| Renaissance Technologies LLC | 606,882 | $16.8M | 0.02% | −50,407−7.7% | Reduced |
| Millennium Management LLC | 583,933 | $16.1M | 0.02% | −82,881−12.4% | Reduced |
| Mraz, Amerine & Associates, Inc. | 563,080 | $15.6M | 4.00% | +8,104+1.5% | Added |
| Retirement Systems of Alabama | 560,606 | $15.5M | 0.07% | −1,467−0.3% | Reduced |
| Rhumbline Advisers | 551,126 | $15.2M | 0.02% | +42,269+8.3% | Added |
| Robeco Institutional Asset Management B.V. | 537,244 | $14.8M | 0.05% | −152,584−22.1% | Reduced |
| Legal & General Group Plc | 510,034 | $14.1M | 0.00% | −11,682−2.2% | Reduced |
| Ameriprise Financial Inc | 506,538 | $13.8M | 0.00% | −21,811−4.1% | Reduced |
| Swiss National Bank | 455,700 | $12.6M | 0.01% | −37,800−7.7% | Reduced |
| GoodHaven Capital Management, LLC | 453,949 | $12.5M | 9.24% | +1,950+0.4% | Added |
| UBS Asset Management Americas Inc | 444,978 | $12.3M | 0.01% | −3,204−0.7% | Reduced |
| California Public Employees Retirement System | 437,189 | $12.1M | 0.01% | −19,633−4.3% | Reduced |
| Robotti Robert | 435,741 | $12.0M | 2.94% | −801−0.2% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 411,032 | $11.4M | 2.27% | +13,385+3.4% | Added |
| Oppenheimer & Co Inc | 407,480 | $11.3M | 0.24% | −20,176−4.7% | Reduced |
| First Manhattan Co | 406,768 | $11.2M | 0.05% | −7,222−1.7% | Reduced |
| Voloridge Investment Management, LLC | 401,056 | $11.1M | 0.06% | −107,813−21.2% | Reduced |
| NewEdge Wealth, LLC | 392,237 | $10.8M | 0.49% | +15,877+4.2% | Added |
| Agf Investments Inc. | 375,000 | $10.4M | 0.09% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 366,670 | $10.1M | 3.46% | +27,915+8.2% | Added |
| Two Sigma Advisers, LP | 361,100 | $9.97M | 0.03% | +140,800+63.9% | Added |
| Iat Reinsurance Co Ltd. | 360,872 | $9.97M | 1.82% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 320,276 | $8.85M | 0.01% | +297,013+1,276.8% | Added |
| American International Group, Inc. | 316,754 | $8.75M | 0.06% | −11,233−3.4% | Reduced |
| Verition Fund Management LLC | 314,843 | $8.70M | 0.19% | +159,695+102.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 280,943 | $7.76M | 0.05% | −405,323−59.1% | Reduced |
| Brandywine Global Investment Management, LLC | 279,082 | $7.71M | 0.07% | −10,630−3.7% | Reduced |
| State Board of Administration of Florida Retirement System | 275,244 | $7.60M | 0.02% | −20,676−7.0% | Reduced |
| New York State Teachers Retirement System | 266,037 | $7.35M | 0.02% | −29,255−9.9% | Reduced |
| Candriam Luxembourg S.C.A. | 262,192 | $7.24M | 0.06% | +245,168+1,440.1% | Added |
| California State Teachers Retirement System | 256,342 | $7.08M | 0.01% | −15,803−5.8% | Reduced |
| Wallace Capital Management Inc. | 248,180 | $7.01M | 1.06% | +386+0.2% | Added |
| ACR Alpine Capital Research, LLC | 238,904 | $6.60M | 0.30% | +12,988+5.7% | Added |
| New York State Common Retirement Fund | 235,641 | $6.51M | 0.01% | −4,523−1.9% | Reduced |
| Colony Group LLC | 233,717 | $6.46M | 0.11% | +1,460+0.6% | Added |
| Citadel Advisors LLC | 226,477 | $6.25M | 0.01% | −117,682−34.2% | Reduced |
| Prudential Financial Inc | 223,812 | $6.24M | 0.01% | +9,400+4.4% | Added |
| State of Wisconsin Investment Board | 221,234 | $6.11M | 0.02% | +33,269+17.7% | Added |
| Gillson Capital LP | 214,357 | $5.92M | 0.57% | +214,357 | New |
| Merrion Investment Management Co, LLC | 214,216 | $5.92M | 5.73% | −200−0.1% | Reduced |
| Bridgewater Associates, LP | 209,005 | $5.77M | 0.02% | +182,730+695.5% | Added |
| O'Shaughnessy Asset Management, LLC | 205,848 | $5.69M | 0.10% | −2,629−1.3% | Reduced |
| Waterfront Wealth Inc. | 201,944 | $5.58M | 2.25% | +1,201+0.6% | Added |
| Ceredex Value Advisors LLC | 195,457 | $5.40M | 0.08% | −268,046−57.8% | Reduced |
| Lafayette Investments, Inc. | 194,183 | $5.36M | 1.55% | +2,995+1.6% | Added |
| Allianz Asset Management GmbH | 185,941 | $5.14M | 0.01% | −827,933−81.7% | Reduced |
| Credit Suisse AG | 182,103 | $5.03M | 0.01% | −12,058−6.2% | Reduced |
| Gabelli Funds LLC | 174,510 | $4.82M | 0.04% | −2,000−1.1% | Reduced |
| Man Group plc | – | $4.70M | 0.02% | – | – |
| Manufacturers Life Insurance Company, The | 161,480 | $4.46M | 0.00% | −3,075−1.9% | Reduced |
| Mutual of America Capital Management LLC | 160,231 | $4.43M | 0.06% | −16,201−9.2% | Reduced |
| Amalgamated Bank | 155,433 | $4.29M | 0.04% | +17,557+12.7% | Added |
| Two Sigma Investments, LP | 151,124 | $4.17M | 0.01% | +17,600+13.2% | Added |
| Beacon Investment Advisory Services, Inc. | 150,069 | $4.14M | 0.22% | +10,043+7.2% | Added |
| Deutsche Bank AG | 145,455 | $4.02M | 0.00% | −114,332−44.0% | Reduced |
| Carolina Wealth Advisors, LLC | 144,443 | $3.99M | 2.64% | +35,310+32.4% | Added |
| Envestnet Asset Management Inc | 138,956 | $3.84M | 0.00% | −64,173−31.6% | Reduced |
| Comerica Bank | 131,206 | $3.84M | 0.03% | −4,255−3.1% | Reduced |
| Texas Permanent School Fund | 138,706 | $3.83M | 0.06% | +1,534+1.1% | Added |
| Lee Danner & Bass Inc | 136,740 | $3.78M | 0.38% | 00.0% | Unchanged |