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 |
|---|---|---|---|---|---|
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,703 | $682.0K | 0.00% | −2,864−10.4% | Reduced |
| Parsons Capital Management Inc | 24,743 | $683.0K | 0.06% | 00.0% | Unchanged |
| Walleye Trading LLC | 24,734 | $683.0K | 0.02% | +24,734 | New |
| IFP Advisors, Inc | 30,072 | $688.0K | 0.02% | −998−3.2% | Reduced |
| US Bancorp | 25,440 | $703.0K | 0.00% | +1,122+4.6% | Added |
| First Republic Investment Management, Inc. | 26,002 | $718.0K | 0.00% | −2,019−7.2% | Reduced |
| Tower Research Capital LLC (TRC) | 26,446 | $730.0K | 0.02% | −10,729−28.9% | Reduced |
| LPL Financial LLC | 26,961 | $745.0K | 0.00% | −2,180−7.5% | Reduced |
| State of Alaska, Department of Revenue | 27,586 | $761.0K | 0.01% | +355+1.3% | Added |
| Radnor Capital Management, LLC | 27,575 | $762.0K | 0.21% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 28,000 | $773.0K | 0.10% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 28,732 | $794.0K | 0.06% | −15,520−35.1% | Reduced |
| Neuberger Berman Group LLC | 28,811 | $796.0K | 0.00% | +2,194+8.2% | Added |
| New Mexico Educational Retirement Board | 30,100 | $831.0K | 0.04% | −11,900−28.3% | Reduced |
| Hartford Investment Management Co | 30,643 | $846.0K | 0.03% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 30,738 | $849.0K | 0.01% | −12,320−28.6% | Reduced |
| Jupiter Asset Management Ltd | 30,826 | $852.0K | 0.01% | +30,826 | New |
| Aviva PLC | 31,481 | $870.0K | 0.00% | +31,481 | New |
| Steel Peak Wealth Management LLC | 31,683 | $875.0K | 0.06% | −46,769−59.6% | Reduced |
| Squarepoint Ops LLC | 31,730 | $876.0K | 0.01% | −109,330−77.5% | Reduced |
| Federated Hermes, Inc. | 31,803 | $878.0K | 0.00% | −6,733−17.5% | Reduced |
| Westpac Banking Corp | 31,854 | $879.8K | 0.01% | −334−1.0% | Reduced |
| Group One Trading, L.P. | 31,867 | $880.0K | 0.03% | +31,867 | New |
| Northwestern Mutual Investment Management Company, LLC | 32,072 | $886.0K | 0.02% | −63−0.2% | Reduced |
| Rehmann Capital Advisory Group | 32,393 | $894.7K | 0.10% | −852−2.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 32,441 | $896.0K | 0.06% | +7,035+27.7% | Added |
| Commonwealth Equity Services, LLC | 32,680 | $902.0K | 0.00% | −1,887−5.5% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 27,796 | $905.0K | 0.23% | −11,771−29.7% | Reduced |
| Bridgeway Capital Management, LLC | 32,800 | $906.0K | 0.02% | 00.0% | Unchanged |
| AMG National Trust Bank | 33,809 | $934.0K | 0.03% | +3,728+12.4% | Added |
| Intrinsic Value Partners, LLC | 35,573 | $983.0K | 1.25% | −570−1.6% | Reduced |
| Truist Financial Corp | 36,707 | $1.01M | 0.00% | −267,603−87.9% | Reduced |
| Utah Retirement Systems | 37,884 | $1.05M | 0.02% | −600−1.6% | Reduced |
| Janus Henderson Group PLC | 39,982 | $1.10M | 0.00% | −87,020−68.5% | Reduced |
| DekaBank Deutsche Girozentrale | 40,421 | $1.12M | 0.00% | −16,470−29.0% | Reduced |
| Convergence Investment Partners, LLC | 40,566 | $1.12M | 0.68% | +287+0.7% | Added |
| Storebrand Asset Management AS | 41,470 | $1.15M | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 44,146 | $1.22M | 0.37% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 44,400 | $1.22M | 0.00% | −2,510−5.4% | Reduced |
| Redwood Investment Management, LLC | 44,445 | $1.23M | 0.21% | +44,445 | New |
| SG Americas Securities, LLC | 44,763 | $1.24M | 0.02% | +17,617+64.9% | Added |
| Bard Financial Services, Inc. | 45,175 | $1.25M | 0.11% | +7,500+19.9% | Added |
| KBC Group NV | 45,554 | $1.26M | 0.01% | +3,654+8.7% | Added |
| Safeguard Investment Advisory Group, LLC | 39,437 | $1.29M | 0.80% | 00.0% | Unchanged |
| Franklin Resources Inc | 47,203 | $1.30M | 0.00% | −204,016−81.2% | Reduced |
| Sculati Wealth Management, LLC | 48,330 | $1.33M | 0.76% | +1,055+2.2% | Added |
| Old National Bancorp | 48,336 | $1.34M | 0.05% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 48,658 | $1.34M | 0.32% | −1,252−2.5% | Reduced |
| State of Michigan Retirement System | 48,716 | $1.35M | 0.01% | −400−0.8% | Reduced |
| Thrivent Financial for Lutherans | 50,268 | $1.39M | 0.00% | −6,391−11.3% | Reduced |
| Ameritas Investment Partners, Inc. | 51,686 | $1.43M | 0.06% | 00.0% | Unchanged |
| Arizona State Retirement System | 52,435 | $1.45M | 0.01% | −3,987−7.1% | Reduced |
| Parsec Financial Management, Inc. | 53,238 | $1.47M | 0.07% | +20,033+60.3% | Added |
| Louisiana State Employees Retirement System | 50,300 | $1.47M | 0.04% | −400−0.8% | Reduced |
| Russell Investments Group, Ltd. | 53,337 | $1.47M | 0.00% | +3,819+7.7% | Added |
| Cresset Asset Management, LLC | 82,069 | $1.47M | 0.02% | +22,251+37.2% | Added |
| DuPont Capital Management Corp | 53,281 | $1.47M | 0.07% | +33,689+172.0% | Added |
| Oregon Public Employees Retirement Fund | 55,769 | $1.54M | 0.02% | −7,218−11.5% | Reduced |
| Gateway Investment Advisers LLC | 55,892 | $1.54M | 0.02% | +95+0.2% | Added |
| Stifel Financial Corp | 56,126 | $1.55M | 0.00% | +38,437+217.3% | Added |
| Guggenheim Capital LLC | 57,461 | $1.59M | 0.01% | −2,817−4.7% | Reduced |
| SEI Investments Co | 57,333 | $1.60M | 0.00% | +22,812+66.1% | Added |
| Jane Street Group, LLC | 59,139 | $1.63M | 0.00% | +2,353+4.1% | Added |
| STRS Ohio | 60,510 | $1.67M | 0.01% | −6,577−9.8% | Reduced |
| CIBC Private Wealth Group, LLC | 63,006 | $1.74M | 0.00% | +1,920+3.1% | Added |
| Wittenberg Investment Management, Inc. | 63,396 | $1.75M | 0.74% | +7,838+14.1% | Added |
| Kames Capital plc | 63,689 | $1.76M | 0.03% | +5,234+9.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 66,119 | $1.83M | 0.01% | −74,052−52.8% | Reduced |
| Rafferty Asset Management, LLC | 66,537 | $1.84M | 0.02% | −41,278−38.3% | Reduced |
| Boston Partners | 66,746 | $1.84M | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 66,934 | $1.85M | 0.00% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 68,239 | $1.89M | 0.19% | +18,844+38.1% | Added |
| Baird Financial Group, Inc. | 69,061 | $1.91M | 0.01% | +1,030+1.5% | Added |
| Voya Investment Management LLC | 69,513 | $1.92M | 0.00% | −15,847−18.6% | Reduced |
| Illinois Municipal Retirement Fund | 69,821 | $1.93M | 0.05% | +27,726+65.9% | Added |
| HSBC Holdings PLC | 69,949 | $1.94M | 0.00% | −24,189−25.7% | Reduced |
| Vident Investment Advisory, LLC | 73,435 | $2.02M | 0.06% | +5,409+8.0% | Added |
| Nisa Investment Advisors, LLC | 74,966 | $2.07M | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 75,369 | $2.08M | 0.00% | −57,198−43.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 75,853 | $2.10M | 0.02% | +4,943+7.0% | Added |
| Elgethun Capital Management | 76,920 | $2.12M | 0.82% | +2,478+3.3% | Added |
| Graham Capital Management, L.P. | 78,474 | $2.17M | 0.10% | +17,061+27.8% | Added |
| Alaska Permanent Fund Corp | 79,200 | $2.19M | 0.03% | −200−0.3% | Reduced |
| Kingsview Wealth Management, LLC | 79,829 | $2.21M | 0.11% | +7,268+10.0% | Added |
| The PNC Financial Services Group, Inc. | 80,469 | $2.22M | 0.00% | −542−0.7% | Reduced |
| UBS Group AG | 80,557 | $2.23M | 0.00% | −61,654−43.4% | Reduced |
| PFS Investments Inc. | 80,640 | $2.23M | 0.04% | +9,088+12.7% | Added |
| Allspring Global Investments Holdings, LLC | 83,526 | $2.31M | 0.00% | −74,081−47.0% | Reduced |
| Commerce Bank | 85,242 | $2.35M | 0.02% | −160.0% | Reduced |
| Meritage Portfolio Management | 88,218 | $2.44M | 0.19% | +1,250+1.4% | Added |
| Treasurer of the State of North Carolina | 88,627 | $2.45M | 0.02% | +9,698+12.3% | Added |
| Algert Global LLC | 88,760 | $2.45M | 0.18% | +4,480+5.3% | Added |
| Susquehanna International Group, LLP | 90,309 | $2.49M | 0.01% | +8,874+10.9% | Added |
| National Bank of Canada | 91,885 | $2.54M | 0.01% | +72,330+369.9% | Added |
| Ervin Investment Management, LLC | 91,913 | $2.56M | 2.38% | +345+0.4% | Added |
| Ensign Peak Advisors, Inc | 93,810 | $2.59M | 0.01% | −1,495−1.6% | Reduced |
| Mastrapasqua Asset Management Inc | 95,330 | $2.63M | 0.36% | −149,003−61.0% | Reduced |
| Alberta Investment Management Corp | 96,300 | $2.66M | 0.02% | −11,800−10.9% | Reduced |
| American Century Companies Inc | 97,634 | $2.70M | 0.00% | −377,611−79.5% | Reduced |
| Price T Rowe Associates Inc | 99,935 | $2.76M | 0.00% | +5,441+5.8% | Added |