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 |
|---|---|---|---|---|---|
| Westpac Banking Corp | 28,721 | $847.3K | 0.01% | −3,133−9.8% | Reduced |
| Federated Hermes, Inc. | 29,023 | $856.0K | 0.00% | −2,780−8.7% | Reduced |
| Wright Investors Service Inc | 29,323 | $865.0K | 0.27% | +7,386+33.7% | Added |
| XTX Topco Ltd | 29,489 | $870.0K | 0.22% | +20,778+238.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 29,665 | $875.0K | 0.00% | −36,454−55.1% | Reduced |
| Virtus Family Office LLC | 29,901 | $882.0K | 2.25% | +29,901 | New |
| Y-Intercept (Hong Kong) Ltd | 30,009 | $885.3K | 0.09% | +30,009 | New |
| New Mexico Educational Retirement Board | 30,100 | $888.0K | 0.05% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 30,618 | $903.0K | 0.01% | +30,618 | New |
| Steel Peak Wealth Management LLC | 31,243 | $922.0K | 0.07% | −440−1.4% | Reduced |
| M&T Bank Corp | 31,401 | $926.0K | 0.00% | +20,021+175.9% | Added |
| Rehmann Capital Advisory Group | 32,499 | $958.7K | 0.11% | +106+0.3% | Added |
| Bridgeway Capital Management, LLC | 32,800 | $968.0K | 0.03% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 32,854 | $969.0K | 0.00% | +174+0.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 32,960 | $972.0K | 0.06% | +519+1.6% | Added |
| AMG National Trust Bank | 34,023 | $1.00M | 0.04% | +214+0.6% | Added |
| Intrinsic Value Partners, LLC | 35,573 | $1.05M | 1.46% | 00.0% | Unchanged |
| Utah Retirement Systems | 36,384 | $1.07M | 0.02% | −1,500−4.0% | Reduced |
| STRS Ohio | 38,272 | $1.13M | 0.01% | −22,238−36.8% | Reduced |
| Walleye Capital LLC | 38,545 | $1.14M | 0.03% | +16,670+76.2% | Added |
| Hartford Investment Management Co | 39,111 | $1.15M | 0.04% | +8,468+27.6% | Added |
| Safeguard Investment Advisory Group, LLC | 39,437 | $1.16M | 0.80% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 41,470 | $1.22M | 0.01% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 43,160 | $1.27M | 0.27% | −1,285−2.9% | Reduced |
| Investors Research Corp | 43,846 | $1.29M | 0.40% | −300−0.7% | Reduced |
| Neuberger Berman Group LLC | 44,385 | $1.31M | 0.00% | +15,574+54.1% | Added |
| American Century Companies Inc | 44,775 | $1.32M | 0.00% | −52,859−54.1% | Reduced |
| Bard Financial Services, Inc. | 45,625 | $1.35M | 0.13% | +450+1.0% | Added |
| DuPont Capital Management Corp | 46,786 | $1.38M | 0.08% | −6,495−12.2% | Reduced |
| State of Michigan Retirement System | 46,916 | $1.38M | 0.01% | −1,800−3.7% | Reduced |
| Sculati Wealth Management, LLC | 46,920 | $1.38M | 0.82% | −1,410−2.9% | Reduced |
| TBH Global Asset Management, LLC | 47,253 | $1.39M | 0.36% | −1,405−2.9% | Reduced |
| UBS Group AG | 47,764 | $1.41M | 0.00% | −32,793−40.7% | Reduced |
| Ameritas Investment Partners, Inc. | 47,825 | $1.41M | 0.06% | −3,861−7.5% | Reduced |
| Teacher Retirement System of Texas | 48,192 | $1.42M | 0.01% | +17,454+56.8% | Added |
| Old National Bancorp | 48,336 | $1.43M | 0.05% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 48,942 | $1.44M | 0.01% | +17,212+54.2% | Added |
| Thrivent Financial for Lutherans | 49,218 | $1.45M | 0.00% | −1,050−2.1% | Reduced |
| PGGM Investments | 49,356 | $1.46M | 0.03% | +49,356 | New |
| Louisiana State Employees Retirement System | 49,500 | $1.46M | 0.04% | −800−1.6% | Reduced |
| Cresset Asset Management, LLC | 51,621 | $1.52M | 0.02% | −30,448−37.1% | Reduced |
| Baird Financial Group, Inc. | 52,043 | $1.53M | 0.00% | −17,018−24.6% | Reduced |
| Arizona State Retirement System | 52,068 | $1.54M | 0.02% | −367−0.7% | Reduced |
| Russell Investments Group, Ltd. | 54,066 | $1.59M | 0.00% | +729+1.4% | Added |
| Oregon Public Employees Retirement Fund | 54,318 | $1.60M | 0.02% | −1,451−2.6% | Reduced |
| HSBC Holdings PLC | 54,241 | $1.60M | 0.00% | −15,708−22.5% | Reduced |
| Canada Pension Plan Investment Board | 55,000 | $1.62M | 0.00% | +44,100+404.6% | Added |
| Stifel Financial Corp | 55,768 | $1.65M | 0.00% | −358−0.6% | Reduced |
| Gateway Investment Advisers LLC | 55,772 | $1.65M | 0.02% | −120−0.2% | Reduced |
| HighTower Advisors, LLC | 56,804 | $1.68M | 0.00% | +12,404+27.9% | Added |
| Alberta Investment Management Corp | 59,500 | $1.75M | 0.01% | −36,800−38.2% | Reduced |
| Kames Capital plc | 59,973 | $1.77M | 0.04% | −3,716−5.8% | Reduced |
| Citigroup Inc | 62,582 | $1.85M | 0.00% | −12,787−17.0% | Reduced |
| Wittenberg Investment Management, Inc. | 63,396 | $1.87M | 0.80% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 63,582 | $1.88M | 0.01% | +576+0.9% | Added |
| SEI Investments Co | 64,119 | $1.89M | 0.00% | +6,786+11.8% | Added |
| Macquarie Group Ltd | 63,711 | $1.97M | 0.00% | −3,223−4.8% | Reduced |
| M Holdings Securities, Inc. | 68,239 | $2.01M | 0.22% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 69,821 | $2.06M | 0.05% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 70,963 | $2.09M | 0.10% | +17,725+33.3% | Added |
| Guggenheim Capital LLC | 73,073 | $2.16M | 0.02% | +15,612+27.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 73,731 | $2.17M | 0.02% | −2,122−2.8% | Reduced |
| ExodusPoint Capital Management, LP | 74,135 | $2.19M | 0.03% | +74,135 | New |
| Mitsubishi UFJ Trust & Banking Corp | 74,282 | $2.19M | 0.01% | −41,889−36.1% | Reduced |
| Truist Financial Corp | 75,044 | $2.21M | 0.00% | +38,337+104.4% | Added |
| Virginia Retirement Systems Et Al | 75,500 | $2.23M | 0.03% | +75,500 | New |
| Elgethun Capital Management | 77,640 | $2.29M | 0.92% | +720+0.9% | Added |
| Monarch Partners Asset Management LLC | 78,075 | $2.30M | 0.69% | +78,075 | New |
| Alaska Permanent Fund Corp | 79,200 | $2.34M | 0.04% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 79,875 | $2.36M | 0.00% | −594−0.7% | Reduced |
| Retirement Group, LLC | 83,025 | $2.45M | 1.96% | −48,750−37.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 83,700 | $2.47M | 0.00% | +174+0.2% | Added |
| Commerce Bank | 85,452 | $2.52M | 0.02% | +210+0.2% | Added |
| Treasurer of the State of North Carolina | 87,147 | $2.57M | 0.02% | −1,480−1.7% | Reduced |
| Ergoteles LLC | 87,360 | $2.58M | 0.09% | +87,360 | New |
| BNP Paribas Arbitrage, SA | 88,034 | $2.60M | 0.01% | −21,579−19.7% | Reduced |
| PFS Investments Inc. | 89,484 | $2.64M | 0.06% | +8,844+11.0% | Added |
| Kingsview Wealth Management, LLC | 89,479 | $2.64M | 0.13% | +9,650+12.1% | Added |
| KBC Group NV | 89,610 | $2.64M | 0.01% | +44,056+96.7% | Added |
| Nisa Investment Advisors, LLC | 89,006 | $2.67M | 0.02% | +14,040+18.7% | Added |
| Dynamic Technology Lab Private Ltd | 90,700 | $2.68M | 0.26% | +90,700 | New |
| Advisor Group Holdings, Inc. | 90,722 | $2.68M | 0.01% | −15,766−14.8% | Reduced |
| Allianz Asset Management GmbH | 92,492 | $2.73M | 0.01% | −93,449−50.3% | Reduced |
| Ervin Investment Management, LLC | 92,717 | $2.73M | 2.71% | +804+0.9% | Added |
| Graham Capital Management, L.P. | 93,175 | $2.75M | 0.12% | +14,701+18.7% | Added |
| State of New Jersey Common Pension Fund D | 93,174 | $2.75M | 0.01% | −8,755−8.6% | Reduced |
| Price T Rowe Associates Inc | 94,552 | $2.79M | 0.00% | −5,383−5.4% | Reduced |
| Ensign Peak Advisors, Inc | 95,845 | $2.83M | 0.01% | +2,035+2.2% | Added |
| Kiwi Wealth Investments Limited Partnership | 104,467 | $2.89M | 0.20% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 98,778 | $2.91M | 0.18% | −11,299−10.3% | Reduced |
| RBF Capital, LLC | 100,000 | $2.95M | 0.25% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 100,000 | $2.95M | 0.38% | 00.0% | Unchanged |
| Marshall Wace, LLP | 100,117 | $2.95M | 0.01% | +100,117 | New |
| Aviva PLC | 100,216 | $2.96M | 0.02% | +68,735+218.3% | Added |
| Susquehanna International Group, LLP | 103,373 | $3.05M | 0.01% | +13,064+14.5% | Added |
| Yousif Capital Management, LLC | 103,562 | $3.06M | 0.04% | −12,249−10.6% | Reduced |
| Algert Global LLC | 106,024 | $3.13M | 0.19% | +17,264+19.5% | Added |
| Qube Research & Technologies Ltd | 106,850 | $3.15M | 0.02% | +106,850 | New |
| Eaton Vance Management | 107,563 | $3.17M | 0.00% | −607−0.6% | Reduced |
| Voloridge Investment Management, LLC | 111,248 | $3.28M | 0.02% | −289,808−72.3% | Reduced |