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 |
|---|---|---|---|---|---|
| Barclays PLC | 114,342 | $3.37M | 0.00% | −19,819−14.8% | Reduced |
| Wells Fargo & Company | 114,509 | $3.38M | 0.00% | +3,539+3.2% | Added |
| Raymond James & Associates | 115,770 | $3.42M | 0.00% | −2,861−2.4% | Reduced |
| Public Employees Retirement System of Ohio | 116,190 | $3.43M | 0.02% | −3,379−2.8% | Reduced |
| Edgestream Partners, L.P. | 116,491 | $3.44M | 0.27% | +87,759+305.4% | Added |
| Interval Partners, LP | 118,119 | $3.48M | 0.21% | +10,000+9.2% | Added |
| Karpas Strategies, LLC | 121,853 | $3.60M | 1.36% | 00.0% | Unchanged |
| Man Group plc | 122,366 | $3.61M | 0.02% | – | – |
| MetLife Investment Management | 122,938 | $3.63M | 0.03% | −5,195−4.1% | Reduced |
| Poehling Capital Management, LLC | 123,896 | $3.65M | 1.53% | −1,805−1.4% | Reduced |
| Envestnet Asset Management Inc | 125,621 | $3.71M | 0.00% | −13,335−9.6% | Reduced |
| D. E. Shaw & Co., Inc. | 125,763 | $3.71M | 0.01% | +125,763 | New |
| Arnhold LLC | 127,677 | $3.77M | 0.51% | 00.0% | Unchanged |
| Bokf, NA | 127,869 | $3.77M | 0.08% | −220.0% | Reduced |
| Intrepid Capital Management Inc | 128,125 | $3.78M | 3.07% | −8,438−6.2% | Reduced |
| Texas Permanent School Fund | 133,740 | $3.94M | 0.06% | −4,966−3.6% | Reduced |
| Great West Life Assurance Co | 134,403 | $3.96M | 0.01% | +10,692+8.6% | Added |
| Lee Danner & Bass Inc | 134,740 | $3.98M | 0.42% | −2,000−1.5% | Reduced |
| Amalgamated Bank | 136,750 | $4.03M | 0.04% | −18,683−12.0% | Reduced |
| Deutsche Bank AG | 137,877 | $4.07M | 0.00% | −7,578−5.2% | Reduced |
| Comerica Bank | 124,279 | $4.13M | 0.03% | −6,927−5.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 143,289 | $4.23M | 0.23% | −6,780−4.5% | Reduced |
| Mutual of America Capital Management LLC | 149,458 | $4.41M | 0.06% | −10,773−6.7% | Reduced |
| Manufacturers Life Insurance Company, The | 151,914 | $4.48M | 0.00% | −9,566−5.9% | Reduced |
| Great Lakes Advisors, LLC | 160,032 | $4.72M | 0.10% | +160,032 | New |
| Gabelli Funds LLC | 174,810 | $5.16M | 0.04% | +300+0.2% | Added |
| Susquehanna Fundamental Investments, LLC | 175,500 | $5.18M | 0.09% | +175,500 | New |
| Credit Suisse AG | 187,515 | $5.53M | 0.01% | +5,412+3.0% | Added |
| 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 |
| O'Shaughnessy Asset Management, LLC | 202,341 | $5.97M | 0.11% | −3,507−1.7% | Reduced |
| Bridgewater Associates, LP | 203,121 | $5.99M | 0.03% | −5,884−2.8% | Reduced |
| Boston Partners | 202,062 | $6.03M | 0.01% | +135,316+202.7% | Added |
| Brookfield Asset Management Inc. | 204,834 | $6.04M | 0.02% | +204,834 | New |
| State of Wisconsin Investment Board | 208,615 | $6.15M | 0.02% | −12,619−5.7% | Reduced |
| Voya Investment Management LLC | 209,801 | $6.19M | 0.01% | +140,288+201.8% | Added |
| Prudential Financial Inc | 213,938 | $6.23M | 0.01% | −9,874−4.4% | Reduced |
| Verition Fund Management LLC | 214,387 | $6.32M | 0.09% | −100,456−31.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 216,521 | $6.39M | 0.05% | +113,121+109.4% | Added |
| Merrion Investment Management Co, LLC | 216,716 | $6.39M | 6.31% | +2,500+1.2% | Added |
| New York State Common Retirement Fund | 222,732 | $6.57M | 0.01% | −12,909−5.5% | Reduced |
| Waterfront Wealth Inc. | 195,321 | $6.68M | 2.54% | −6,623−3.3% | Reduced |
| Brandywine Global Investment Management, LLC | 235,477 | $6.95M | 0.06% | −43,605−15.6% | Reduced |
| Colony Group LLC | 236,704 | $6.98M | 0.12% | +2,987+1.3% | Added |
| ACR Alpine Capital Research, LLC | 239,927 | $7.08M | 0.35% | +1,023+0.4% | Added |
| California State Teachers Retirement System | 247,179 | $7.29M | 0.01% | −9,163−3.6% | Reduced |
| New York State Teachers Retirement System | 263,443 | $7.77M | 0.02% | −2,594−1.0% | Reduced |
| Janus Henderson Group PLC | 268,885 | $7.93M | 0.01% | +228,903+572.5% | Added |
| State Board of Administration of Florida Retirement System | 275,244 | $8.12M | 0.02% | 00.0% | Unchanged |
| Trexquant Investment LP | 275,859 | $8.14M | 0.29% | +275,859 | New |
| Fuller & Thaler Asset Management, Inc. | 280,704 | $8.28M | 0.06% | −239−0.1% | Reduced |
| American International Group, Inc. | 293,642 | $8.66M | 0.06% | −23,112−7.3% | Reduced |
| Mackenzie Financial Corp | 311,737 | $9.20M | 0.02% | −8,539−2.7% | Reduced |
| Renaissance Technologies LLC | 345,689 | $10.2M | 0.01% | −261,193−43.0% | Reduced |
| Fisher Asset Management, LLC | 348,047 | $10.3M | 0.01% | +348,047 | New |
| Iat Reinsurance Co Ltd. | 360,872 | $10.6M | 2.05% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 368,055 | $10.9M | 4.04% | +1,385+0.4% | Added |
| Agf Investments Inc. | 375,000 | $11.1M | 0.10% | 00.0% | Unchanged |
| Jane Street Group, LLC | 378,991 | $11.2M | 0.02% | +319,852+540.8% | Added |
| UBS Asset Management Americas Inc | 405,834 | $12.0M | 0.01% | −39,144−8.8% | Reduced |
| First Manhattan Co | 406,021 | $12.0M | 0.05% | −747−0.2% | Reduced |
| Oppenheimer & Co Inc | 410,077 | $12.1M | 0.28% | +2,597+0.6% | Added |
| Candriam Luxembourg S.C.A. | 413,165 | $12.2M | 0.09% | +150,973+57.6% | Added |
| Eubel Brady & Suttman Asset Management Inc | 429,725 | $12.7M | 2.26% | +18,693+4.5% | Added |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 433,558 | $12.8M | 0.00% | +433,558 | New |
| Robotti Robert | 434,721 | $12.8M | 3.05% | −1,020−0.2% | Reduced |
| NewEdge Wealth, LLC | 444,803 | $13.1M | 0.62% | +52,566+13.4% | Added |
| Citadel Advisors LLC | 450,119 | $13.3M | 0.02% | +223,642+98.7% | Added |
| Gillson Capital LP | 452,683 | $13.4M | 1.23% | +238,326+111.2% | Added |
| GoodHaven Capital Management, LLC | 453,949 | $13.4M | 9.69% | 00.0% | Unchanged |
| Swiss National Bank | 454,400 | $13.4M | 0.01% | −1,300−0.3% | Reduced |
| HRT Financial LP | 472,223 | $13.9M | 0.15% | +472,223 | New |
| Ameriprise Financial Inc | 471,592 | $14.1M | 0.01% | −34,946−6.9% | Reduced |
| Legal & General Group Plc | 485,094 | $14.3M | 0.01% | −24,940−4.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 488,897 | $14.4M | 0.05% | −48,347−9.0% | Reduced |
| Bank of America Corp | 489,844 | $14.4M | 0.00% | −362,457−42.5% | Reduced |
| California Public Employees Retirement System | 505,587 | $14.9M | 0.01% | +68,398+15.6% | Added |
| Royal Bank of Canada | 508,975 | $15.0M | 0.01% | −158,852−23.8% | Reduced |
| Retirement Systems of Alabama | 551,658 | $16.3M | 0.08% | −8,948−1.6% | Reduced |
| Rhumbline Advisers | 552,643 | $16.3M | 0.02% | +1,517+0.3% | Added |
| Two Sigma Advisers, LP | 553,400 | $16.3M | 0.05% | +192,300+53.3% | Added |
| Cubist Systematic Strategies, LLC | 556,850 | $16.4M | 0.12% | +425,611+324.3% | Added |
| Mraz, Amerine & Associates, Inc. | 561,600 | $16.6M | 4.45% | −1,480−0.3% | Reduced |
| Hosking Partners LLP | 619,729 | $18.3M | 0.80% | −40,634−6.2% | Reduced |
| Millennium Management LLC | 634,204 | $18.7M | 0.02% | +50,271+8.6% | Added |
| Invesco Ltd. | 695,715 | $20.5M | 0.01% | −588,465−45.8% | Reduced |
| First Wilshire Securities Management Inc | 698,437 | $20.6M | 8.33% | +1,366+0.2% | Added |
| FMR LLC | 707,582 | $20.9M | 0.00% | −233,850−24.8% | Reduced |
| Principal Financial Group Inc | 727,073 | $21.4M | 0.02% | −29,151−3.9% | Reduced |
| Pacifica Capital Investments, LLC | 771,934 | $22.8M | 8.63% | −2,870−0.4% | Reduced |
| Victory Capital Management Inc | 780,543 | $23.0M | 0.03% | +2,387+0.3% | Added |
| Two Sigma Investments, LP | 798,193 | $23.5M | 0.08% | +647,069+428.2% | Added |
| Nuveen Asset Management, LLC | 823,182 | $24.3M | 0.01% | −38,221−4.4% | Reduced |
| Private Capital Management, LLC | 856,780 | $25.3M | 3.86% | −10,036−1.2% | Reduced |
| Wedge Capital Management L L P | 894,615 | $26.4M | 0.45% | −63,076−6.6% | Reduced |
| Morgan Stanley | 1,050,745 | $31.0M | 0.00% | −162,640−13.4% | Reduced |
| Moerus Capital Management LLC | 1,132,133 | $33.4M | 14.20% | −29,466−2.5% | Reduced |
| AQR Capital Management LLC | 1,401,917 | $41.4M | 0.10% | −429,009−23.4% | Reduced |
| Miller Howard Investments Inc | 1,413,943 | $41.7M | 1.71% | +5,793+0.4% | Added |
| Northern Trust Corp | 1,502,052 | $44.3M | 0.01% | −50,571−3.3% | Reduced |