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 |
|---|---|---|---|---|---|
| Arrowstreet Capital, Limited Partnership | 1,187,392 | $32.8M | 0.05% | +151,777+14.7% | Added |
| Morgan Stanley | 1,213,385 | $33.5M | 0.00% | +315,259+35.1% | Added |
| Invesco Ltd. | 1,284,180 | $35.5M | 0.01% | +171,319+15.4% | Added |
| Miller Howard Investments Inc | 1,408,150 | $38.9M | 1.50% | −4,639−0.3% | Reduced |
| Northern Trust Corp | 1,552,623 | $42.9M | 0.01% | −50,487−3.1% | Reduced |
| Private Management Group Inc | 1,601,143 | $44.2M | 1.94% | +33,143+2.1% | Added |
| AQR Capital Management LLC | 1,830,926 | $49.1M | 0.11% | −38,515−2.1% | Reduced |
| Norges Bank | 1,858,173 | $51.3M | 0.01% | −133,726−6.7% | Reduced |
| Beck Mack & Oliver LLC | 1,976,939 | $54.6M | 1.64% | −12,771−0.6% | Reduced |
| JPMorgan Chase & Co | 2,000,189 | $55.2M | 0.01% | +41,061+2.1% | Added |
| Goldman Sachs Group Inc | 2,112,242 | $58.3M | 0.02% | −705,277−25.0% | Reduced |
| Captrust Financial Advisors | 2,465,152 | $68.1M | 0.44% | +278,300+12.7% | Added |
| Bank of New York Mellon Corp | 2,653,398 | $73.3M | 0.02% | +9120.0% | Added |
| Geode Capital Management, LLC | 2,680,484 | $74.0M | 0.01% | −64,219−2.3% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 2,820,360 | $77.9M | 0.29% | −573,923−16.9% | Reduced |
| Alliancebernstein L.P. | 3,233,635 | $89.3M | 0.04% | −1,600,115−33.1% | Reduced |
| Donald Smith & Co., Inc. | 3,326,443 | $91.9M | 4.14% | +16,546+0.5% | Added |
| Charles Schwab Investment Management Inc | 3,507,231 | $96.9M | 0.03% | +178,492+5.4% | Added |
| Burgundy Asset Management Ltd. | 3,723,641 | $102.8M | 1.29% | +282,113+8.2% | Added |
| LSV Asset Management | 3,877,310 | $107.1M | 0.23% | +20,577+0.5% | Added |
| Dimensional Fund Advisors LP | 4,140,735 | $114.4M | 0.04% | +232,728+6.0% | Added |
| State Street Corp | 5,765,733 | $159.3M | 0.01% | +12,406+0.2% | Added |
| First Pacific Advisors, LP | 5,770,645 | $159.4M | 2.36% | +6,910+0.1% | Added |
| First Trust Advisors LP | 7,369,289 | $203.5M | 0.25% | +216,406+3.0% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 10,500,000 | $290.0M | 8.29% | 00.0% | Unchanged |
| BlackRock Inc. | 18,185,243 | $502.3M | 0.02% | −297,653−1.6% | Reduced |
| Vanguard Group Inc | 20,396,596 | $563.4M | 0.02% | −394,179−1.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | – | – | +1 | New |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −289,413−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −182,651−100.0% | Sold out |
| Karp Capital Management Corp | 0 | $0 | 0.00% | −126,918−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −100,144−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −100,206−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −88,359−100.0% | Sold out |
| Leuthold Group, LLC | 0 | $0 | 0.00% | −88,180−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −87,292−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −82,769−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −62,032−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −60,037−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −50,842−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −47,630−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −36,928−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −31,537−100.0% | Sold out |
| DCM Advisors, LLC | 0 | $0 | 0.00% | −26,091−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −24,107−100.0% | Sold out |
| TrinityPoint Wealth, LLC | 0 | $0 | 0.00% | −20,188−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −16,317−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −15,463−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −15,263−100.0% | Sold out |
| Lingohr & Partner Asset Management GmbH | 0 | $0 | 0.00% | −14,019−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −13,011−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −12,866−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −12,423−100.0% | Sold out |
| Dana Investment Advisors, Inc. | 0 | $0 | 0.00% | −11,765−100.0% | Sold out |
| Delta Investment Management, LLC | 0 | $0 | 0.00% | −11,184−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −10,199−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −10,162−100.0% | Sold out |
| RVW Wealth, LLC | 0 | $0 | 0.00% | −10,182−100.0% | Sold out |
| Affinity Investment Advisors, LLC | 0 | $0 | 0.00% | −9,856−100.0% | Sold out |
| Ascent Group, LLC | 0 | $0 | 0.00% | −9,128−100.0% | Sold out |
| Apexium Financial, LP | 0 | $0 | 0.00% | −7,163−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −8,248−100.0% | Sold out |
| Alterna Wealth Management, Inc | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −7,675−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −7,674−100.0% | Sold out |
| Argent Trust Co | 0 | $0 | 0.00% | −7,302−100.0% | Sold out |
| Texas Capital Bank Wealth Management Services Inc | 0 | $0 | 0.00% | −7,150−100.0% | Sold out |
| Carnegie Capital Asset Management, LLC | 0 | $0 | 0.00% | −6,707−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −6,679−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −6,617−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −6,437−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −6,316−100.0% | Sold out |
| MTM Investment Management, LLC | 0 | $0 | 0.00% | −6,264−100.0% | Sold out |
| Country Club Bank | 0 | $0 | 0.00% | −6,200−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −6,251−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −6,153−100.0% | Sold out |
| Cooper Financial Group | 0 | $0 | 0.00% | −6,141−100.0% | Sold out |
| Aspiriant, LLC | 0 | $0 | 0.00% | −6,131−100.0% | Sold out |
| Wulff, Hansen & Co. | 0 | $0 | 0.00% | −5,730−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −4,583−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −1,195−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,483−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| IMA Wealth, Inc. | 0 | $0 | 0.00% | −548−100.0% | Sold out |
| Tradewinds Capital Management, LLC | 0 | $0 | 0.00% | −542−100.0% | Sold out |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Delos Wealth Advisors, LLC | 0 | $0 | 0.00% | −410−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −342−100.0% | Sold out |
| BDO Wealth Advisors, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| PGGM Investments | – | – | – | – | Not filed |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |