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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 32,680 | $902.0K | 0.00% | −1,887−5.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 32,441 | $896.0K | 0.06% | +7,035+27.7% | Added |
| Rehmann Capital Advisory Group | 32,393 | $894.7K | 0.10% | −852−2.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 32,072 | $886.0K | 0.02% | −63−0.2% | Reduced |
| Group One Trading, L.P. | 31,867 | $880.0K | 0.03% | +31,867 | New |
| Westpac Banking Corp | 31,854 | $879.8K | 0.01% | −334−1.0% | Reduced |
| Federated Hermes, Inc. | 31,803 | $878.0K | 0.00% | −6,733−17.5% | Reduced |
| Squarepoint Ops LLC | 31,730 | $876.0K | 0.01% | −109,330−77.5% | Reduced |
| Steel Peak Wealth Management LLC | 31,683 | $875.0K | 0.06% | −46,769−59.6% | Reduced |
| Aviva PLC | 31,481 | $870.0K | 0.00% | +31,481 | New |
| Jupiter Asset Management Ltd | 30,826 | $852.0K | 0.01% | +30,826 | New |
| Teacher Retirement System of Texas | 30,738 | $849.0K | 0.01% | −12,320−28.6% | Reduced |
| Hartford Investment Management Co | 30,643 | $846.0K | 0.03% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 30,100 | $831.0K | 0.04% | −11,900−28.3% | Reduced |
| Neuberger Berman Group LLC | 28,811 | $796.0K | 0.00% | +2,194+8.2% | Added |
| Edgestream Partners, L.P. | 28,732 | $794.0K | 0.06% | −15,520−35.1% | Reduced |
| Wellington Shields Capital Management, LLC | 28,000 | $773.0K | 0.10% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 27,575 | $762.0K | 0.21% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 27,586 | $761.0K | 0.01% | +355+1.3% | Added |
| LPL Financial LLC | 26,961 | $745.0K | 0.00% | −2,180−7.5% | Reduced |
| Tower Research Capital LLC (TRC) | 26,446 | $730.0K | 0.02% | −10,729−28.9% | Reduced |
| First Republic Investment Management, Inc. | 26,002 | $718.0K | 0.00% | −2,019−7.2% | Reduced |
| US Bancorp | 25,440 | $703.0K | 0.00% | +1,122+4.6% | Added |
| IFP Advisors, Inc | 30,072 | $688.0K | 0.02% | −998−3.2% | 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 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,703 | $682.0K | 0.00% | −2,864−10.4% | Reduced |
| Equitable Trust Co | 24,380 | $673.0K | 0.05% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 24,158 | $667.0K | 0.00% | +3,560+17.3% | Added |
| ProShare Advisors LLC | 24,096 | $666.0K | 0.00% | −7,242−23.1% | Reduced |
| Institute for Wealth Management, LLC. | 24,069 | $665.0K | 0.13% | +9,000+59.7% | Added |
| Cubic Asset Management, LLC | 23,590 | $652.0K | 0.18% | 00.0% | Unchanged |
| Xponance, Inc. | 23,209 | $641.0K | 0.01% | +1,679+7.8% | Added |
| Shell Asset Management Co | 23,055 | $637.0K | 0.02% | +36+0.2% | Added |
| Winton Group Ltd | 22,954 | $634.0K | 0.03% | −8,968−28.1% | Reduced |
| Johnson Financial Group, Inc. | 22,770 | $629.0K | 0.05% | −260−1.1% | Reduced |
| Aj Wealth Strategies, LLC | 22,515 | $622.0K | 0.03% | +4,798+27.1% | Added |
| Prudential PLC | 21,974 | $607.0K | 0.01% | +219+1.0% | Added |
| Wright Investors Service Inc | 21,937 | $606.0K | 0.17% | −1,051−4.6% | Reduced |
| Advisor Partners LLC | 21,923 | $606.0K | 0.04% | −889−3.9% | Reduced |
| Handelsbanken Fonder AB | 21,903 | $605.0K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 21,875 | $604.0K | 0.02% | +21,875 | New |
| PEAK6 Investments LLC | 21,154 | $584.0K | 0.01% | +2,790+15.2% | Added |
| United Services Automobile Association | 20,697 | $572.0K | 0.01% | +20,697 | New |
| Quantedge Capital Pte Ltd | 20,500 | $566.0K | 0.11% | −30,200−59.6% | Reduced |
| Bank of Montreal | 19,388 | $557.0K | 0.00% | +1,662+9.4% | Added |
| Burney Co | 20,128 | $556.0K | 0.03% | +150+0.8% | Added |
| Gotham Asset Management, LLC | 20,034 | $553.0K | 0.02% | +7,961+65.9% | Added |
| Public Employees Retirement Association of Colorado | 19,619 | $542.0K | 0.00% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 18,513 | $511.0K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 18,178 | $502.0K | 0.01% | −870−4.6% | Reduced |
| Mariner, LLC | 17,610 | $486.0K | 0.00% | +2,187+14.2% | Added |
| Vestmark Advisory Solutions, Inc. | 17,556 | $485.0K | 0.03% | +594+3.5% | Added |
| Securian Asset Management, Inc | 17,467 | $482.0K | 0.01% | +107+0.6% | Added |
| Quantinno Capital Management LP | 17,419 | $481.0K | 0.07% | +17,419 | New |
| Boenning & Scattergood, Inc. | 17,166 | $474.0K | 0.09% | −400−2.3% | Reduced |
| Maryland State Retirement & Pension System | 17,170 | $474.0K | 0.02% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 16,300 | $450.0K | 0.02% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 16,170 | $446.0K | 0.00% | −118,550−88.0% | Reduced |
| Citadel Investment Advisory, Inc. | 15,585 | $430.0K | 0.29% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 15,393 | $425.0K | 0.00% | +1,181+8.3% | Added |
| Silvercrest Asset Management Group LLC | 15,040 | $415.0K | 0.00% | −160−1.1% | Reduced |
| Harbor Advisors LLC | 15,000 | $414.0K | 0.10% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 15,000 | $414.0K | 0.03% | 00.0% | Unchanged |
| KWMG, LLC | 14,760 | $408.0K | 0.06% | +855+6.1% | Added |
| Ibex Wealth Advisors | 14,551 | $402.0K | 0.09% | −158,791−91.6% | Reduced |
| Huber Capital Management LLC | 14,100 | $389.0K | 0.11% | 00.0% | Unchanged |
| CPWM, LLC | 14,080 | $389.0K | 0.03% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 13,862 | $383.0K | 0.00% | +13,862 | New |
| Western Wealth Management, LLC | 13,474 | $380.0K | 0.02% | −103−0.8% | Reduced |
| Natixis Advisors, L.P. | 13,601 | $376.0K | 0.00% | −917−6.3% | Reduced |
| Roberts Capital Advisors, LLC | 13,500 | $373.0K | 0.51% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 13,127 | $366.0K | 0.01% | +5,638+75.3% | Added |
| Wedbush Securities Inc | 13,081 | $361.0K | 0.02% | −604−4.4% | Reduced |
| Autumn Glory Partners, LLC | 13,025 | $360.0K | 0.27% | −13,025−50.0% | Reduced |
| Ci Investments Inc. | 12,909 | $357.0K | 0.00% | −2,774−17.7% | Reduced |
| Moody Aldrich Partners LLC | 12,898 | $356.0K | 0.07% | −130−1.0% | Reduced |
| Balasa Dinverno & Foltz LLC | 12,867 | $355.0K | 0.02% | −5,771−31.0% | Reduced |
| Davenport & Co LLC | 12,860 | $355.0K | 0.00% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 12,623 | $353.0K | 0.26% | −12,252−49.3% | Reduced |
| Pictet Asset Management SA | 12,714 | $351.0K | 0.00% | −1,539−10.8% | Reduced |
| Ontario Teachers Pension Plan Board | 11,872 | $328.0K | 0.00% | +5,025+73.4% | Added |
| National Asset Management, Inc. | 11,788 | $326.0K | 0.01% | +252+2.2% | Added |
| Quantamental Technologies LLC | 11,761 | $325.0K | 0.15% | +1,069+10.0% | Added |
| EHP Funds Inc. | 11,700 | $323.0K | 0.06% | −3,700−24.0% | Reduced |
| Quadrature Capital Ltd | 11,567 | $320.0K | 0.01% | +11,567 | New |
| Janney Montgomery Scott LLC | 11,122 | $314.0K | 0.00% | −13,613−55.0% | Reduced |
| Bamco Inc | 11,200 | $309.0K | 0.00% | −525,000−97.9% | Reduced |
| Connable Office Inc | 11,200 | $309.0K | 0.05% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 11,066 | $306.0K | 0.18% | −2,680−19.5% | Reduced |
| Invst, LLC | 8,959 | $306.0K | 0.05% | −303−3.3% | Reduced |
| Canada Pension Plan Investment Board | 10,900 | $301.0K | 0.00% | +4,100+60.3% | Added |
| Aigen Investment Management, LP | 10,898 | $301.0K | 0.05% | +10,898 | New |
| Gibraltar Capital Management, Inc. | 10,746 | $297.0K | 0.14% | +598+5.9% | Added |
| Bailard, Inc. | 10,700 | $296.0K | 0.01% | −4,000−27.2% | Reduced |
| CIBC Asset Management Inc | 10,715 | $296.0K | 0.00% | −284−2.6% | Reduced |
| Shelton Capital Management | 10,474 | $289.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 10,255 | $283.2K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 10,232 | $283.0K | 0.00% | −1,230−10.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 10,137 | $280.0K | 0.01% | −313−3.0% | Reduced |