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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.

Q3 2022 vs. Q2 2022

How the institutions holding Jefferies Financial Group Inc. changed between Q2 2022 and Q3 2022.

All holders in Q3 2022All holders in Q2 2022

13F holders of JEF: Q2 2022 compared with Q3 2022
MeasureQ2 2022Of which not filed for Q3 2022Q3 2022Change
Holders4284423−1
Shares157.4M27.6K152.9M−4.43M (−2.8%)
Value$4.35B$761.0K$4.51B+$163.2M (+3.8%)

4 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (48)

Institutions that held Jefferies Financial Group Inc. at the end of Q3 2022 but not at the end of Q2 2022.

Institutions new to JEF in Q3 2022
InstitutionSharesValue% of portfolio
HRT Financial LP472,223$13.9M0.15%
Berkshire Hathaway IncSuperinvestorBerkshire Hathaway433,558$12.8M0.00%
Fisher Asset Management, LLC348,047$10.3M0.01%
Trexquant Investment LP275,859$8.14M0.29%
Brookfield Asset Management Inc.204,834$6.04M0.02%
Susquehanna Fundamental Investments, LLC175,500$5.18M0.09%
Great Lakes Advisors, LLC160,032$4.72M0.10%
D. E. Shaw & Co., Inc.125,763$3.71M0.01%
Qube Research & Technologies Ltd106,850$3.15M0.02%
Marshall Wace, LLP100,117$2.95M0.01%
Dynamic Technology Lab Private Ltd90,700$2.68M0.26%
Ergoteles LLC87,360$2.58M0.09%
Monarch Partners Asset Management LLC78,075$2.30M0.69%
Virginia Retirement Systems Et Al75,500$2.23M0.03%
ExodusPoint Capital Management, LP74,135$2.19M0.03%
PGGM Investments49,356$1.46M0.03%
Teachers Retirement System of the State of Kentucky30,618$903.0K0.01%
Y-Intercept (Hong Kong) Ltd30,009$885.3K0.09%
Virtus Family Office LLC29,901$882.0K2.25%
Gsa Capital Partners LLP24,452$721.0K0.10%
Fox Run Management, L.L.C.21,907$646.0K0.25%
Advisor Partners II, LLC21,583$637.0K0.05%
Teza Capital Management LLC12,440$367.0K0.08%
Jefferies Group LLC12,173$359.1K0.01%
Carmel Capital Partners, LLC11,180$330.0K0.32%
Acadian Asset Management LLC10,378$305.0K0.00%
Stratos Wealth Partners, LTD.9,812$289.0K0.01%
Connor, Clark & Lunn Investment Management Ltd.9,528$281.0K0.00%
MQS Management LLC8,225$243.0K0.16%
Diversified Trust Co8,077$238.0K0.01%
Apexium Financial, LP7,163$211.0K0.03%
Itau Unibanco Holding S.A.6,356$188.0K0.01%
C M Bidwell & Associates Ltd4,474$132.0K0.11%
Wipfli Financial Advisors LLC,3,872$114.0K0.01%
Ellevest, Inc.985$29.0K0.00%
Belmont Capital, LLC535$16.0K0.02%
Gradient Investments LLC394$12.0K0.00%
Moisand Fitzgerald Tamayo, LLC360$11.0K0.00%
Householder Group Estate & Retirement Specialist, LLC375$11.0K0.00%
South State Corp.321$9.00K0.00%
GHP Investment Advisors, Inc.320$9.00K0.00%
Hexagon Capital Partners LLC220$6.00K0.00%
Farmers & Merchants Investments Inc86$3.00K0.00%
American National Bank61$2.00K0.00%
Amundi53$2.00K0.00%
Capital Advisors, Ltd. LLC28$1.00K0.00%
SJS Investment Consulting Inc.44$1.00K0.00%
Financial Management Professionals, Inc.4$00.00%

Sold out (49)

Institutions that held Jefferies Financial Group Inc. at the end of Q2 2022 and filed for Q3 2022 without it.

Institutions that sold out of JEF in Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Wallace Capital Management Inc.248,180$7.01M
Carolina Wealth Advisors, LLC144,443$3.99M
Raymond James Financial Services Advisors, Inc.122,473$3.38M
State of Tennessee, Treasury Department115,864$3.20M
Mastrapasqua Asset Management Inc95,330$2.63M
Meritage Portfolio Management88,218$2.44M
Vident Investment Advisory, LLC73,435$2.02M
Rafferty Asset Management, LLC66,537$1.84M
Convergence Investment Partners, LLC40,566$1.12M
DekaBank Deutsche Girozentrale40,421$1.12M
Jupiter Asset Management Ltd30,826$852.0K
Institute for Wealth Management, LLC.24,069$665.0K
Prudential PLC21,974$607.0K
Quantedge Capital Pte Ltd20,500$566.0K
Maryland State Retirement & Pension System17,170$474.0K
Glenmede Trust Co NA16,170$446.0K
Ibex Wealth Advisors14,551$402.0K
Wolverine Trading, LLC13,127$366.0K
Autumn Glory Partners, LLC13,025$360.0K
Moody Aldrich Partners LLC12,898$356.0K
Warther Private Wealth, LLC12,623$353.0K
Quantamental Technologies LLC11,761$325.0K
EHP Funds Inc.11,700$323.0K
Janney Montgomery Scott LLC11,122$314.0K
Invst, LLC8,959$306.0K
Aigen Investment Management, LP10,898$301.0K
Gibraltar Capital Management, Inc.10,746$297.0K
Prospera Financial Services Inc9,563$264.0K
Pacer Advisors, Inc.9,345$258.0K
Balentine LLC7,862$217.0K
Mirabella Financial Services LLP7,664$212.0K
Checchi Capital Advisers, LLC6,235$203.0K
Asset Dedication, LLC6,513$180.0K
Tacita Capital Inc4,078$113.0K
SeaCrest Wealth Management, LLC3,274$90.0K
Sterling Investment Advisors, Ltd.2,757$76.0K
Twin Tree Management, LP1,902$53.0K
State of Wyoming1,006$28.0K
Denali Advisors LLC900$25.0K
Riverview Trust Co451$12.0K
Benjamin F. Edwards & Company, Inc.350$10.0K
Proequities, Inc.300$8.00K
Sageworth Trust Co of South Dakota208$6.00K
Patriot Financial Group Insurance Agency, LLC150$4.00K
CoreCap Advisors, LLC91$3.00K
Versant Capital Management, Inc30$1.00K
Chilton Capital Management LLC5$0
ACG Wealth6$0
Steward Financial Group LLC32$0

Not filed for Q3 2022 yet (4)

Institutions that held Jefferies Financial Group Inc. at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding JEF in Q2 2022 that haven't filed for Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Advisor Partners LLC21,923$606.0K
US Asset Management LLC4,175$115.0K
Private Capital Group, LLC1,314$36.0K
Fieldpoint Private Securities, LLC150$4.00K