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 |
|---|---|---|---|---|---|
| Intrepid Capital Management Inc | 136,563 | $3.77M | 2.99% | +10,407+8.2% | Added |
| Barclays PLC | 134,161 | $3.71M | 0.00% | −10,613−7.3% | Reduced |
| Retirement Group, LLC | 131,775 | $3.64M | 1.51% | +11,626+9.7% | Added |
| Cubist Systematic Strategies, LLC | 131,239 | $3.63M | 0.03% | −180,639−57.9% | Reduced |
| MetLife Investment Management | 128,133 | $3.54M | 0.03% | −566−0.4% | Reduced |
| Bokf, NA | 127,891 | $3.53M | 0.07% | −421−0.3% | Reduced |
| Arnhold LLC | 127,677 | $3.53M | 0.42% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 125,701 | $3.47M | 1.31% | −179−0.1% | Reduced |
| Great West Life Assurance Co | 123,711 | $3.42M | 0.01% | +12,048+10.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 122,473 | $3.38M | 0.01% | −2,988−2.4% | Reduced |
| Karpas Strategies, LLC | 121,853 | $3.37M | 1.18% | +9,500+8.5% | Added |
| Public Employees Retirement System of Ohio | 119,569 | $3.30M | 0.01% | −7,009−5.5% | Reduced |
| RBF Capital, LLC | 100,000 | $3.29M | 0.23% | 00.0% | Unchanged |
| Raymond James & Associates | 118,631 | $3.28M | 0.00% | −77,945−39.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 116,171 | $3.21M | 0.01% | −9,991−7.9% | Reduced |
| State of Tennessee, Treasury Department | 115,864 | $3.20M | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 115,811 | $3.20M | 0.04% | +820+0.7% | Added |
| Wells Fargo & Company | 110,970 | $3.06M | 0.00% | −103,227−48.2% | Reduced |
| AlphaCrest Capital Management LLC | 110,077 | $3.04M | 0.15% | +10,515+10.6% | Added |
| BNP Paribas Arbitrage, SA | 109,613 | $3.03M | 0.01% | −21,763−16.6% | Reduced |
| Eaton Vance Management | 108,170 | $2.99M | 0.00% | −26,394−19.6% | Reduced |
| Interval Partners, LP | 108,119 | $2.99M | 0.21% | +28,978+36.6% | Added |
| Advisor Group Holdings, Inc. | 106,488 | $2.94M | 0.01% | −2,663−2.4% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 104,467 | $2.89M | 0.20% | −1,615−1.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 103,400 | $2.86M | 0.03% | +93,300+923.8% | Added |
| State of New Jersey Common Pension Fund D | 101,929 | $2.81M | 0.01% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 100,000 | $2.76M | 0.34% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 99,935 | $2.76M | 0.00% | +5,441+5.8% | Added |
| American Century Companies Inc | 97,634 | $2.70M | 0.00% | −377,611−79.5% | Reduced |
| Alberta Investment Management Corp | 96,300 | $2.66M | 0.02% | −11,800−10.9% | Reduced |
| Mastrapasqua Asset Management Inc | 95,330 | $2.63M | 0.36% | −149,003−61.0% | Reduced |
| Ensign Peak Advisors, Inc | 93,810 | $2.59M | 0.01% | −1,495−1.6% | Reduced |
| Ervin Investment Management, LLC | 91,913 | $2.56M | 2.38% | +345+0.4% | Added |
| National Bank of Canada | 91,885 | $2.54M | 0.01% | +72,330+369.9% | Added |
| Susquehanna International Group, LLP | 90,309 | $2.49M | 0.01% | +8,874+10.9% | Added |
| Algert Global LLC | 88,760 | $2.45M | 0.18% | +4,480+5.3% | Added |
| Treasurer of the State of North Carolina | 88,627 | $2.45M | 0.02% | +9,698+12.3% | Added |
| Meritage Portfolio Management | 88,218 | $2.44M | 0.19% | +1,250+1.4% | Added |
| Commerce Bank | 85,242 | $2.35M | 0.02% | −160.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 83,526 | $2.31M | 0.00% | −74,081−47.0% | Reduced |
| PFS Investments Inc. | 80,640 | $2.23M | 0.04% | +9,088+12.7% | Added |
| UBS Group AG | 80,557 | $2.23M | 0.00% | −61,654−43.4% | Reduced |
| The PNC Financial Services Group, Inc. | 80,469 | $2.22M | 0.00% | −542−0.7% | Reduced |
| Kingsview Wealth Management, LLC | 79,829 | $2.21M | 0.11% | +7,268+10.0% | Added |
| Alaska Permanent Fund Corp | 79,200 | $2.19M | 0.03% | −200−0.3% | Reduced |
| Graham Capital Management, L.P. | 78,474 | $2.17M | 0.10% | +17,061+27.8% | Added |
| Elgethun Capital Management | 76,920 | $2.12M | 0.82% | +2,478+3.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 75,853 | $2.10M | 0.02% | +4,943+7.0% | Added |
| Citigroup Inc | 75,369 | $2.08M | 0.00% | −57,198−43.1% | Reduced |
| Nisa Investment Advisors, LLC | 74,966 | $2.07M | 0.02% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 73,435 | $2.02M | 0.06% | +5,409+8.0% | Added |
| HSBC Holdings PLC | 69,949 | $1.94M | 0.00% | −24,189−25.7% | Reduced |
| Illinois Municipal Retirement Fund | 69,821 | $1.93M | 0.05% | +27,726+65.9% | Added |
| Voya Investment Management LLC | 69,513 | $1.92M | 0.00% | −15,847−18.6% | Reduced |
| Baird Financial Group, Inc. | 69,061 | $1.91M | 0.01% | +1,030+1.5% | Added |
| M Holdings Securities, Inc. | 68,239 | $1.89M | 0.19% | +18,844+38.1% | Added |
| Macquarie Group Ltd | 66,934 | $1.85M | 0.00% | 00.0% | Unchanged |
| Boston Partners | 66,746 | $1.84M | 0.00% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 66,537 | $1.84M | 0.02% | −41,278−38.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 66,119 | $1.83M | 0.01% | −74,052−52.8% | Reduced |
| Kames Capital plc | 63,689 | $1.76M | 0.03% | +5,234+9.0% | Added |
| Wittenberg Investment Management, Inc. | 63,396 | $1.75M | 0.74% | +7,838+14.1% | Added |
| CIBC Private Wealth Group, LLC | 63,006 | $1.74M | 0.00% | +1,920+3.1% | Added |
| STRS Ohio | 60,510 | $1.67M | 0.01% | −6,577−9.8% | Reduced |
| Jane Street Group, LLC | 59,139 | $1.63M | 0.00% | +2,353+4.1% | Added |
| SEI Investments Co | 57,333 | $1.60M | 0.00% | +22,812+66.1% | Added |
| Guggenheim Capital LLC | 57,461 | $1.59M | 0.01% | −2,817−4.7% | Reduced |
| Stifel Financial Corp | 56,126 | $1.55M | 0.00% | +38,437+217.3% | Added |
| Gateway Investment Advisers LLC | 55,892 | $1.54M | 0.02% | +95+0.2% | Added |
| Oregon Public Employees Retirement Fund | 55,769 | $1.54M | 0.02% | −7,218−11.5% | Reduced |
| 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 |
| 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 |
| Parsec Financial Management, Inc. | 53,238 | $1.47M | 0.07% | +20,033+60.3% | Added |
| Arizona State Retirement System | 52,435 | $1.45M | 0.01% | −3,987−7.1% | Reduced |
| Ameritas Investment Partners, Inc. | 51,686 | $1.43M | 0.06% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 50,268 | $1.39M | 0.00% | −6,391−11.3% | Reduced |
| State of Michigan Retirement System | 48,716 | $1.35M | 0.01% | −400−0.8% | Reduced |
| TBH Global Asset Management, LLC | 48,658 | $1.34M | 0.32% | −1,252−2.5% | Reduced |
| Old National Bancorp | 48,336 | $1.34M | 0.05% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 48,330 | $1.33M | 0.76% | +1,055+2.2% | Added |
| Franklin Resources Inc | 47,203 | $1.30M | 0.00% | −204,016−81.2% | Reduced |
| Safeguard Investment Advisory Group, LLC | 39,437 | $1.29M | 0.80% | 00.0% | Unchanged |
| KBC Group NV | 45,554 | $1.26M | 0.01% | +3,654+8.7% | Added |
| Bard Financial Services, Inc. | 45,175 | $1.25M | 0.11% | +7,500+19.9% | Added |
| SG Americas Securities, LLC | 44,763 | $1.24M | 0.02% | +17,617+64.9% | Added |
| Redwood Investment Management, LLC | 44,445 | $1.23M | 0.21% | +44,445 | New |
| HighTower Advisors, LLC | 44,400 | $1.22M | 0.00% | −2,510−5.4% | Reduced |
| Investors Research Corp | 44,146 | $1.22M | 0.37% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 41,470 | $1.15M | 0.01% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 40,566 | $1.12M | 0.68% | +287+0.7% | Added |
| DekaBank Deutsche Girozentrale | 40,421 | $1.12M | 0.00% | −16,470−29.0% | Reduced |
| Janus Henderson Group PLC | 39,982 | $1.10M | 0.00% | −87,020−68.5% | Reduced |
| Utah Retirement Systems | 37,884 | $1.05M | 0.02% | −600−1.6% | Reduced |
| Truist Financial Corp | 36,707 | $1.01M | 0.00% | −267,603−87.9% | Reduced |
| Intrinsic Value Partners, LLC | 35,573 | $983.0K | 1.25% | −570−1.6% | Reduced |
| AMG National Trust Bank | 33,809 | $934.0K | 0.03% | +3,728+12.4% | Added |
| Bridgeway Capital Management, LLC | 32,800 | $906.0K | 0.02% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 27,796 | $905.0K | 0.23% | −11,771−29.7% | Reduced |