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 |
|---|---|---|---|---|---|
| American Assets Investment Management, LLC | 100,000 | $2.76M | 0.34% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 101,929 | $2.81M | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 103,400 | $2.86M | 0.03% | +93,300+923.8% | Added |
| Kiwi Wealth Investments Limited Partnership | 104,467 | $2.89M | 0.20% | −1,615−1.5% | Reduced |
| Advisor Group Holdings, Inc. | 106,488 | $2.94M | 0.01% | −2,663−2.4% | Reduced |
| Interval Partners, LP | 108,119 | $2.99M | 0.21% | +28,978+36.6% | Added |
| Eaton Vance Management | 108,170 | $2.99M | 0.00% | −26,394−19.6% | Reduced |
| BNP Paribas Arbitrage, SA | 109,613 | $3.03M | 0.01% | −21,763−16.6% | Reduced |
| AlphaCrest Capital Management LLC | 110,077 | $3.04M | 0.15% | +10,515+10.6% | Added |
| Wells Fargo & Company | 110,970 | $3.06M | 0.00% | −103,227−48.2% | Reduced |
| Yousif Capital Management, LLC | 115,811 | $3.20M | 0.04% | +820+0.7% | Added |
| State of Tennessee, Treasury Department | 115,864 | $3.20M | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 116,171 | $3.21M | 0.01% | −9,991−7.9% | Reduced |
| Raymond James & Associates | 118,631 | $3.28M | 0.00% | −77,945−39.7% | Reduced |
| RBF Capital, LLC | 100,000 | $3.29M | 0.23% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 119,569 | $3.30M | 0.01% | −7,009−5.5% | Reduced |
| Karpas Strategies, LLC | 121,853 | $3.37M | 1.18% | +9,500+8.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 122,473 | $3.38M | 0.01% | −2,988−2.4% | Reduced |
| Great West Life Assurance Co | 123,711 | $3.42M | 0.01% | +12,048+10.8% | Added |
| Poehling Capital Management, LLC | 125,701 | $3.47M | 1.31% | −179−0.1% | Reduced |
| Arnhold LLC | 127,677 | $3.53M | 0.42% | 00.0% | Unchanged |
| Bokf, NA | 127,891 | $3.53M | 0.07% | −421−0.3% | Reduced |
| MetLife Investment Management | 128,133 | $3.54M | 0.03% | −566−0.4% | Reduced |
| Cubist Systematic Strategies, LLC | 131,239 | $3.63M | 0.03% | −180,639−57.9% | Reduced |
| Retirement Group, LLC | 131,775 | $3.64M | 1.51% | +11,626+9.7% | Added |
| Barclays PLC | 134,161 | $3.71M | 0.00% | −10,613−7.3% | Reduced |
| Intrepid Capital Management Inc | 136,563 | $3.77M | 2.99% | +10,407+8.2% | Added |
| Lee Danner & Bass Inc | 136,740 | $3.78M | 0.38% | 00.0% | Unchanged |
| Texas Permanent School Fund | 138,706 | $3.83M | 0.06% | +1,534+1.1% | 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 |
| Carolina Wealth Advisors, LLC | 144,443 | $3.99M | 2.64% | +35,310+32.4% | Added |
| Deutsche Bank AG | 145,455 | $4.02M | 0.00% | −114,332−44.0% | Reduced |
| Beacon Investment Advisory Services, Inc. | 150,069 | $4.14M | 0.22% | +10,043+7.2% | Added |
| Two Sigma Investments, LP | 151,124 | $4.17M | 0.01% | +17,600+13.2% | Added |
| Amalgamated Bank | 155,433 | $4.29M | 0.04% | +17,557+12.7% | Added |
| Mutual of America Capital Management LLC | 160,231 | $4.43M | 0.06% | −16,201−9.2% | Reduced |
| Manufacturers Life Insurance Company, The | 161,480 | $4.46M | 0.00% | −3,075−1.9% | Reduced |
| Man Group plc | – | $4.70M | 0.02% | – | – |
| Gabelli Funds LLC | 174,510 | $4.82M | 0.04% | −2,000−1.1% | Reduced |
| Credit Suisse AG | 182,103 | $5.03M | 0.01% | −12,058−6.2% | Reduced |
| Allianz Asset Management GmbH | 185,941 | $5.14M | 0.01% | −827,933−81.7% | Reduced |
| Lafayette Investments, Inc. | 194,183 | $5.36M | 1.55% | +2,995+1.6% | Added |
| Ceredex Value Advisors LLC | 195,457 | $5.40M | 0.08% | −268,046−57.8% | Reduced |
| Waterfront Wealth Inc. | 201,944 | $5.58M | 2.25% | +1,201+0.6% | Added |
| O'Shaughnessy Asset Management, LLC | 205,848 | $5.69M | 0.10% | −2,629−1.3% | Reduced |
| Bridgewater Associates, LP | 209,005 | $5.77M | 0.02% | +182,730+695.5% | Added |
| Merrion Investment Management Co, LLC | 214,216 | $5.92M | 5.73% | −200−0.1% | Reduced |
| Gillson Capital LP | 214,357 | $5.92M | 0.57% | +214,357 | New |
| State of Wisconsin Investment Board | 221,234 | $6.11M | 0.02% | +33,269+17.7% | Added |
| Prudential Financial Inc | 223,812 | $6.24M | 0.01% | +9,400+4.4% | Added |
| Citadel Advisors LLC | 226,477 | $6.25M | 0.01% | −117,682−34.2% | Reduced |
| Colony Group LLC | 233,717 | $6.46M | 0.11% | +1,460+0.6% | Added |
| New York State Common Retirement Fund | 235,641 | $6.51M | 0.01% | −4,523−1.9% | Reduced |
| ACR Alpine Capital Research, LLC | 238,904 | $6.60M | 0.30% | +12,988+5.7% | Added |
| Wallace Capital Management Inc. | 248,180 | $7.01M | 1.06% | +386+0.2% | Added |
| California State Teachers Retirement System | 256,342 | $7.08M | 0.01% | −15,803−5.8% | Reduced |
| Candriam Luxembourg S.C.A. | 262,192 | $7.24M | 0.06% | +245,168+1,440.1% | Added |
| New York State Teachers Retirement System | 266,037 | $7.35M | 0.02% | −29,255−9.9% | Reduced |
| State Board of Administration of Florida Retirement System | 275,244 | $7.60M | 0.02% | −20,676−7.0% | Reduced |
| Brandywine Global Investment Management, LLC | 279,082 | $7.71M | 0.07% | −10,630−3.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 280,943 | $7.76M | 0.05% | −405,323−59.1% | Reduced |
| Verition Fund Management LLC | 314,843 | $8.70M | 0.19% | +159,695+102.9% | Added |
| American International Group, Inc. | 316,754 | $8.75M | 0.06% | −11,233−3.4% | Reduced |
| Mackenzie Financial Corp | 320,276 | $8.85M | 0.01% | +297,013+1,276.8% | Added |
| Iat Reinsurance Co Ltd. | 360,872 | $9.97M | 1.82% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 361,100 | $9.97M | 0.03% | +140,800+63.9% | Added |
| Rock Point Advisors, LLC | 366,670 | $10.1M | 3.46% | +27,915+8.2% | Added |
| Agf Investments Inc. | 375,000 | $10.4M | 0.09% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 392,237 | $10.8M | 0.49% | +15,877+4.2% | Added |
| Voloridge Investment Management, LLC | 401,056 | $11.1M | 0.06% | −107,813−21.2% | Reduced |
| First Manhattan Co | 406,768 | $11.2M | 0.05% | −7,222−1.7% | Reduced |
| Oppenheimer & Co Inc | 407,480 | $11.3M | 0.24% | −20,176−4.7% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 411,032 | $11.4M | 2.27% | +13,385+3.4% | Added |
| Robotti Robert | 435,741 | $12.0M | 2.94% | −801−0.2% | Reduced |
| California Public Employees Retirement System | 437,189 | $12.1M | 0.01% | −19,633−4.3% | Reduced |
| UBS Asset Management Americas Inc | 444,978 | $12.3M | 0.01% | −3,204−0.7% | Reduced |
| GoodHaven Capital Management, LLC | 453,949 | $12.5M | 9.24% | +1,950+0.4% | Added |
| Swiss National Bank | 455,700 | $12.6M | 0.01% | −37,800−7.7% | Reduced |
| Ameriprise Financial Inc | 506,538 | $13.8M | 0.00% | −21,811−4.1% | Reduced |
| Legal & General Group Plc | 510,034 | $14.1M | 0.00% | −11,682−2.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 537,244 | $14.8M | 0.05% | −152,584−22.1% | Reduced |
| Rhumbline Advisers | 551,126 | $15.2M | 0.02% | +42,269+8.3% | Added |
| Retirement Systems of Alabama | 560,606 | $15.5M | 0.07% | −1,467−0.3% | Reduced |
| Mraz, Amerine & Associates, Inc. | 563,080 | $15.6M | 4.00% | +8,104+1.5% | Added |
| Millennium Management LLC | 583,933 | $16.1M | 0.02% | −82,881−12.4% | Reduced |
| Renaissance Technologies LLC | 606,882 | $16.8M | 0.02% | −50,407−7.7% | Reduced |
| Hosking Partners LLP | 660,363 | $18.2M | 0.72% | −127,353−16.2% | Reduced |
| Royal Bank of Canada | 667,827 | $18.4M | 0.01% | −2,109−0.3% | Reduced |
| First Wilshire Securities Management Inc | 697,071 | $19.3M | 7.19% | −4,484−0.6% | Reduced |
| Principal Financial Group Inc | 756,224 | $20.9M | 0.02% | +25,003+3.4% | Added |
| Pacifica Capital Investments, LLC | 774,804 | $21.4M | 8.18% | +30,860+4.1% | Added |
| Victory Capital Management Inc | 778,156 | $21.5M | 0.02% | +2,133+0.3% | Added |
| Bank of America Corp | 852,301 | $23.5M | 0.00% | +267,801+45.8% | Added |
| Nuveen Asset Management, LLC | 861,403 | $23.8M | 0.01% | −24,036−2.7% | Reduced |
| Private Capital Management, LLC | 866,816 | $23.9M | 3.79% | +35,600+4.3% | Added |
| FMR LLC | 941,432 | $26.0M | 0.00% | −441,571−31.9% | Reduced |
| Wedge Capital Management L L P | 957,691 | $26.5M | 0.42% | +7,029+0.7% | Added |
| Assetmark, Inc | 966,302 | $26.7M | 0.12% | −127,587−11.7% | Reduced |
| Moerus Capital Management LLC | 1,161,599 | $32.1M | 11.32% | +281,128+31.9% | Added |