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, Q3 2022
Institutional positions in Jefferies Financial Group Inc. as of Sep 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
- 423
- −1 vs. Q2 2022
- Shares held
- 152.9M
- −4.43M (−2.8%) vs. Q2 2022
- Total value
- $4.51B
- +$163.2M (+3.8%) vs. Q2 2022
- New holders
- 48
- 117 more added
- Sold out
- 49
- 173 more reduced
4 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Jefferies Financial Group Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 19,807,224 | $584.3M | 0.02% | −589,372−2.9% | Reduced |
| BlackRock Inc. | 17,915,847 | $528.5M | 0.02% | −269,396−1.5% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 10,500,000 | $309.8M | 13.30% | 00.0% | Unchanged |
| First Trust Advisors LP | 6,246,594 | $184.3M | 0.24% | −1,122,695−15.2% | Reduced |
| First Pacific Advisors, LP | 5,744,478 | $169.5M | 2.69% | −26,167−0.5% | Reduced |
| State Street Corp | 5,645,244 | $166.5M | 0.01% | −120,489−2.1% | Reduced |
| Dimensional Fund Advisors LP | 4,191,649 | $123.7M | 0.05% | +50,914+1.2% | Added |
| LSV Asset Management | 3,887,210 | $114.7M | 0.27% | +9,900+0.3% | Added |
| Charles Schwab Investment Management Inc | 3,787,761 | $111.7M | 0.04% | +280,530+8.0% | Added |
| Donald Smith & Co., Inc. | 3,315,289 | $97.8M | 4.36% | −11,154−0.3% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 2,773,947 | $81.8M | 0.34% | −46,413−1.6% | Reduced |
| Bank of New York Mellon Corp | 2,569,798 | $75.8M | 0.02% | −83,600−3.2% | Reduced |
| Geode Capital Management, LLC | 2,562,968 | $75.6M | 0.01% | −117,516−4.4% | Reduced |
| Captrust Financial Advisors | 2,339,671 | $69.0M | 0.40% | −125,481−5.1% | Reduced |
| Alliancebernstein L.P. | 2,107,619 | $62.2M | 0.03% | −1,126,016−34.8% | Reduced |
| Burgundy Asset Management Ltd. | 2,015,354 | $59.5M | 0.83% | −1,708,287−45.9% | Reduced |
| Beck Mack & Oliver LLC | 1,955,321 | $57.7M | 1.86% | −21,618−1.1% | Reduced |
| Norges Bank | 1,911,555 | $56.4M | 0.01% | +53,382+2.9% | Added |
| Goldman Sachs Group Inc | 1,896,284 | $55.9M | 0.02% | −215,958−10.2% | Reduced |
| JPMorgan Chase & Co | 1,892,650 | $55.8M | 0.01% | −107,539−5.4% | Reduced |
| Private Management Group Inc | 1,600,494 | $47.2M | 2.20% | −6490.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,561,764 | $46.1M | 0.07% | +374,372+31.5% | Added |
| Northern Trust Corp | 1,502,052 | $44.3M | 0.01% | −50,571−3.3% | Reduced |
| Miller Howard Investments Inc | 1,413,943 | $41.7M | 1.71% | +5,793+0.4% | Added |
| AQR Capital Management LLC | 1,401,917 | $41.4M | 0.10% | −429,009−23.4% | Reduced |
| Moerus Capital Management LLC | 1,132,133 | $33.4M | 14.20% | −29,466−2.5% | Reduced |
| Morgan Stanley | 1,050,745 | $31.0M | 0.00% | −162,640−13.4% | Reduced |
| Wedge Capital Management L L P | 894,615 | $26.4M | 0.45% | −63,076−6.6% | Reduced |
| Private Capital Management, LLC | 856,780 | $25.3M | 3.86% | −10,036−1.2% | Reduced |
| Nuveen Asset Management, LLC | 823,182 | $24.3M | 0.01% | −38,221−4.4% | Reduced |
| Two Sigma Investments, LP | 798,193 | $23.5M | 0.08% | +647,069+428.2% | Added |
| Victory Capital Management Inc | 780,543 | $23.0M | 0.03% | +2,387+0.3% | Added |
| Pacifica Capital Investments, LLC | 771,934 | $22.8M | 8.63% | −2,870−0.4% | Reduced |
| Principal Financial Group Inc | 727,073 | $21.4M | 0.02% | −29,151−3.9% | Reduced |
| FMR LLC | 707,582 | $20.9M | 0.00% | −233,850−24.8% | Reduced |
| First Wilshire Securities Management Inc | 698,437 | $20.6M | 8.33% | +1,366+0.2% | Added |
| Invesco Ltd. | 695,715 | $20.5M | 0.01% | −588,465−45.8% | Reduced |
| Millennium Management LLC | 634,204 | $18.7M | 0.02% | +50,271+8.6% | Added |
| Hosking Partners LLP | 619,729 | $18.3M | 0.80% | −40,634−6.2% | Reduced |
| Mraz, Amerine & Associates, Inc. | 561,600 | $16.6M | 4.45% | −1,480−0.3% | Reduced |
| Cubist Systematic Strategies, LLC | 556,850 | $16.4M | 0.12% | +425,611+324.3% | Added |
| Two Sigma Advisers, LP | 553,400 | $16.3M | 0.05% | +192,300+53.3% | Added |
| Rhumbline Advisers | 552,643 | $16.3M | 0.02% | +1,517+0.3% | Added |
| Retirement Systems of Alabama | 551,658 | $16.3M | 0.08% | −8,948−1.6% | Reduced |
| Royal Bank of Canada | 508,975 | $15.0M | 0.01% | −158,852−23.8% | Reduced |
| California Public Employees Retirement System | 505,587 | $14.9M | 0.01% | +68,398+15.6% | Added |
| Bank of America Corp | 489,844 | $14.4M | 0.00% | −362,457−42.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 488,897 | $14.4M | 0.05% | −48,347−9.0% | Reduced |
| Legal & General Group Plc | 485,094 | $14.3M | 0.01% | −24,940−4.9% | Reduced |
| Ameriprise Financial Inc | 471,592 | $14.1M | 0.01% | −34,946−6.9% | Reduced |
| HRT Financial LP | 472,223 | $13.9M | 0.15% | +472,223 | New |
| Swiss National Bank | 454,400 | $13.4M | 0.01% | −1,300−0.3% | Reduced |
| GoodHaven Capital Management, LLC | 453,949 | $13.4M | 9.69% | 00.0% | Unchanged |
| Gillson Capital LP | 452,683 | $13.4M | 1.23% | +238,326+111.2% | Added |
| Citadel Advisors LLC | 450,119 | $13.3M | 0.02% | +223,642+98.7% | Added |
| NewEdge Wealth, LLC | 444,803 | $13.1M | 0.62% | +52,566+13.4% | Added |
| Robotti Robert | 434,721 | $12.8M | 3.05% | −1,020−0.2% | Reduced |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 433,558 | $12.8M | 0.00% | +433,558 | New |
| Eubel Brady & Suttman Asset Management Inc | 429,725 | $12.7M | 2.26% | +18,693+4.5% | Added |
| Candriam Luxembourg S.C.A. | 413,165 | $12.2M | 0.09% | +150,973+57.6% | Added |
| Oppenheimer & Co Inc | 410,077 | $12.1M | 0.28% | +2,597+0.6% | Added |
| First Manhattan Co | 406,021 | $12.0M | 0.05% | −747−0.2% | Reduced |
| UBS Asset Management Americas Inc | 405,834 | $12.0M | 0.01% | −39,144−8.8% | Reduced |
| Jane Street Group, LLC | 378,991 | $11.2M | 0.02% | +319,852+540.8% | Added |
| Agf Investments Inc. | 375,000 | $11.1M | 0.10% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 368,055 | $10.9M | 4.04% | +1,385+0.4% | Added |
| Iat Reinsurance Co Ltd. | 360,872 | $10.6M | 2.05% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 348,047 | $10.3M | 0.01% | +348,047 | New |
| Renaissance Technologies LLC | 345,689 | $10.2M | 0.01% | −261,193−43.0% | Reduced |
| Mackenzie Financial Corp | 311,737 | $9.20M | 0.02% | −8,539−2.7% | Reduced |
| American International Group, Inc. | 293,642 | $8.66M | 0.06% | −23,112−7.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 280,704 | $8.28M | 0.06% | −239−0.1% | Reduced |
| Trexquant Investment LP | 275,859 | $8.14M | 0.29% | +275,859 | New |
| State Board of Administration of Florida Retirement System | 275,244 | $8.12M | 0.02% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 268,885 | $7.93M | 0.01% | +228,903+572.5% | Added |
| New York State Teachers Retirement System | 263,443 | $7.77M | 0.02% | −2,594−1.0% | Reduced |
| California State Teachers Retirement System | 247,179 | $7.29M | 0.01% | −9,163−3.6% | Reduced |
| ACR Alpine Capital Research, LLC | 239,927 | $7.08M | 0.35% | +1,023+0.4% | Added |
| Colony Group LLC | 236,704 | $6.98M | 0.12% | +2,987+1.3% | Added |
| Brandywine Global Investment Management, LLC | 235,477 | $6.95M | 0.06% | −43,605−15.6% | Reduced |
| Waterfront Wealth Inc. | 195,321 | $6.68M | 2.54% | −6,623−3.3% | Reduced |
| New York State Common Retirement Fund | 222,732 | $6.57M | 0.01% | −12,909−5.5% | Reduced |
| Merrion Investment Management Co, LLC | 216,716 | $6.39M | 6.31% | +2,500+1.2% | Added |
| Schonfeld Strategic Advisors LLC | 216,521 | $6.39M | 0.05% | +113,121+109.4% | Added |
| Verition Fund Management LLC | 214,387 | $6.32M | 0.09% | −100,456−31.9% | Reduced |
| Prudential Financial Inc | 213,938 | $6.23M | 0.01% | −9,874−4.4% | Reduced |
| Voya Investment Management LLC | 209,801 | $6.19M | 0.01% | +140,288+201.8% | Added |
| State of Wisconsin Investment Board | 208,615 | $6.15M | 0.02% | −12,619−5.7% | Reduced |
| Brookfield Asset Management Inc. | 204,834 | $6.04M | 0.02% | +204,834 | New |
| Boston Partners | 202,062 | $6.03M | 0.01% | +135,316+202.7% | Added |
| Bridgewater Associates, LP | 203,121 | $5.99M | 0.03% | −5,884−2.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 202,341 | $5.97M | 0.11% | −3,507−1.7% | Reduced |
| Ceredex Value Advisors LLC | 191,674 | $5.65M | 0.09% | −3,783−1.9% | Reduced |
| Lafayette Investments, Inc. | 191,663 | $5.65M | 1.74% | −2,520−1.3% | Reduced |
| Credit Suisse AG | 187,515 | $5.53M | 0.01% | +5,412+3.0% | Added |
| Susquehanna Fundamental Investments, LLC | 175,500 | $5.18M | 0.09% | +175,500 | New |
| Gabelli Funds LLC | 174,810 | $5.16M | 0.04% | +300+0.2% | Added |
| Great Lakes Advisors, LLC | 160,032 | $4.72M | 0.10% | +160,032 | New |
| Manufacturers Life Insurance Company, The | 151,914 | $4.48M | 0.00% | −9,566−5.9% | Reduced |
| Mutual of America Capital Management LLC | 149,458 | $4.41M | 0.06% | −10,773−6.7% | Reduced |