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 |
|---|---|---|---|---|---|
| Arrowstreet Capital, Limited Partnership | 1,561,764 | $46.1M | 0.07% | +374,372+31.5% | Added |
| Private Management Group Inc | 1,600,494 | $47.2M | 2.20% | −6490.0% | Reduced |
| JPMorgan Chase & Co | 1,892,650 | $55.8M | 0.01% | −107,539−5.4% | Reduced |
| Goldman Sachs Group Inc | 1,896,284 | $55.9M | 0.02% | −215,958−10.2% | Reduced |
| Norges Bank | 1,911,555 | $56.4M | 0.01% | +53,382+2.9% | Added |
| Beck Mack & Oliver LLC | 1,955,321 | $57.7M | 1.86% | −21,618−1.1% | Reduced |
| Burgundy Asset Management Ltd. | 2,015,354 | $59.5M | 0.83% | −1,708,287−45.9% | Reduced |
| Alliancebernstein L.P. | 2,107,619 | $62.2M | 0.03% | −1,126,016−34.8% | Reduced |
| Captrust Financial Advisors | 2,339,671 | $69.0M | 0.40% | −125,481−5.1% | Reduced |
| Geode Capital Management, LLC | 2,562,968 | $75.6M | 0.01% | −117,516−4.4% | Reduced |
| Bank of New York Mellon Corp | 2,569,798 | $75.8M | 0.02% | −83,600−3.2% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 2,773,947 | $81.8M | 0.34% | −46,413−1.6% | Reduced |
| Donald Smith & Co., Inc. | 3,315,289 | $97.8M | 4.36% | −11,154−0.3% | Reduced |
| Charles Schwab Investment Management Inc | 3,787,761 | $111.7M | 0.04% | +280,530+8.0% | Added |
| LSV Asset Management | 3,887,210 | $114.7M | 0.27% | +9,900+0.3% | Added |
| Dimensional Fund Advisors LP | 4,191,649 | $123.7M | 0.05% | +50,914+1.2% | Added |
| State Street Corp | 5,645,244 | $166.5M | 0.01% | −120,489−2.1% | Reduced |
| First Pacific Advisors, LP | 5,744,478 | $169.5M | 2.69% | −26,167−0.5% | Reduced |
| First Trust Advisors LP | 6,246,594 | $184.3M | 0.24% | −1,122,695−15.2% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 10,500,000 | $309.8M | 13.30% | 00.0% | Unchanged |
| BlackRock Inc. | 17,915,847 | $528.5M | 0.02% | −269,396−1.5% | Reduced |
| Vanguard Group Inc | 19,807,224 | $584.3M | 0.02% | −589,372−2.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Wallace Capital Management Inc. | 0 | $0 | 0.00% | −248,180−100.0% | Sold out |
| Carolina Wealth Advisors, LLC | 0 | $0 | 0.00% | −144,443−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −122,473−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −115,864−100.0% | Sold out |
| Mastrapasqua Asset Management Inc | 0 | $0 | 0.00% | −95,330−100.0% | Sold out |
| Meritage Portfolio Management | 0 | $0 | 0.00% | −88,218−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −73,435−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −66,537−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −40,566−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −40,421−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −30,826−100.0% | Sold out |
| Institute for Wealth Management, LLC. | 0 | $0 | 0.00% | −24,069−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −21,974−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −20,500−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −17,170−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −16,170−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −14,551−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −13,127−100.0% | Sold out |
| Autumn Glory Partners, LLC | 0 | $0 | 0.00% | −13,025−100.0% | Sold out |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −12,898−100.0% | Sold out |
| Warther Private Wealth, LLC | 0 | $0 | 0.00% | −12,623−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −11,761−100.0% | Sold out |
| EHP Funds Inc. | 0 | $0 | 0.00% | −11,700−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −11,122−100.0% | Sold out |
| Invst, LLC | 0 | $0 | 0.00% | −8,959−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −10,898−100.0% | Sold out |
| Gibraltar Capital Management, Inc. | 0 | $0 | 0.00% | −10,746−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −9,563−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −9,345−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −7,862−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −7,664−100.0% | Sold out |
| Checchi Capital Advisers, LLC | 0 | $0 | 0.00% | −6,235−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −6,513−100.0% | Sold out |
| Tacita Capital Inc | 0 | $0 | 0.00% | −4,078−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −3,274−100.0% | Sold out |
| Sterling Investment Advisors, Ltd. | 0 | $0 | 0.00% | −2,757−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −1,902−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,006−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −451−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Sageworth Trust Co of South Dakota | 0 | $0 | 0.00% | −208−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| ACG Wealth | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Advisor Partners LLC | – | – | – | – | Not filed |
| US Asset Management LLC | – | – | – | – | Not filed |
| Private Capital Group, LLC | – | – | – | – | Not filed |
| Fieldpoint Private Securities, LLC | – | – | – | – | Not filed |