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 |
|---|---|---|---|---|---|
| Beacon Investment Advisory Services, Inc. | 143,289 | $4.23M | 0.23% | −6,780−4.5% | Reduced |
| Comerica Bank | 124,279 | $4.13M | 0.03% | −6,927−5.3% | Reduced |
| Deutsche Bank AG | 137,877 | $4.07M | 0.00% | −7,578−5.2% | Reduced |
| Amalgamated Bank | 136,750 | $4.03M | 0.04% | −18,683−12.0% | Reduced |
| Lee Danner & Bass Inc | 134,740 | $3.98M | 0.42% | −2,000−1.5% | Reduced |
| Great West Life Assurance Co | 134,403 | $3.96M | 0.01% | +10,692+8.6% | Added |
| Texas Permanent School Fund | 133,740 | $3.94M | 0.06% | −4,966−3.6% | Reduced |
| Intrepid Capital Management Inc | 128,125 | $3.78M | 3.07% | −8,438−6.2% | Reduced |
| Bokf, NA | 127,869 | $3.77M | 0.08% | −220.0% | Reduced |
| Arnhold LLC | 127,677 | $3.77M | 0.51% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 125,763 | $3.71M | 0.01% | +125,763 | New |
| Envestnet Asset Management Inc | 125,621 | $3.71M | 0.00% | −13,335−9.6% | Reduced |
| Poehling Capital Management, LLC | 123,896 | $3.65M | 1.53% | −1,805−1.4% | Reduced |
| MetLife Investment Management | 122,938 | $3.63M | 0.03% | −5,195−4.1% | Reduced |
| Man Group plc | 122,366 | $3.61M | 0.02% | – | – |
| Karpas Strategies, LLC | 121,853 | $3.60M | 1.36% | 00.0% | Unchanged |
| Interval Partners, LP | 118,119 | $3.48M | 0.21% | +10,000+9.2% | Added |
| Edgestream Partners, L.P. | 116,491 | $3.44M | 0.27% | +87,759+305.4% | Added |
| Public Employees Retirement System of Ohio | 116,190 | $3.43M | 0.02% | −3,379−2.8% | Reduced |
| Raymond James & Associates | 115,770 | $3.42M | 0.00% | −2,861−2.4% | Reduced |
| Wells Fargo & Company | 114,509 | $3.38M | 0.00% | +3,539+3.2% | Added |
| Barclays PLC | 114,342 | $3.37M | 0.00% | −19,819−14.8% | Reduced |
| Voloridge Investment Management, LLC | 111,248 | $3.28M | 0.02% | −289,808−72.3% | Reduced |
| Eaton Vance Management | 107,563 | $3.17M | 0.00% | −607−0.6% | Reduced |
| Qube Research & Technologies Ltd | 106,850 | $3.15M | 0.02% | +106,850 | New |
| Algert Global LLC | 106,024 | $3.13M | 0.19% | +17,264+19.5% | Added |
| Yousif Capital Management, LLC | 103,562 | $3.06M | 0.04% | −12,249−10.6% | Reduced |
| Susquehanna International Group, LLP | 103,373 | $3.05M | 0.01% | +13,064+14.5% | Added |
| Aviva PLC | 100,216 | $2.96M | 0.02% | +68,735+218.3% | Added |
| Marshall Wace, LLP | 100,117 | $2.95M | 0.01% | +100,117 | New |
| 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 |
| AlphaCrest Capital Management LLC | 98,778 | $2.91M | 0.18% | −11,299−10.3% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 104,467 | $2.89M | 0.20% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 95,845 | $2.83M | 0.01% | +2,035+2.2% | Added |
| Price T Rowe Associates Inc | 94,552 | $2.79M | 0.00% | −5,383−5.4% | Reduced |
| State of New Jersey Common Pension Fund D | 93,174 | $2.75M | 0.01% | −8,755−8.6% | Reduced |
| Graham Capital Management, L.P. | 93,175 | $2.75M | 0.12% | +14,701+18.7% | Added |
| Ervin Investment Management, LLC | 92,717 | $2.73M | 2.71% | +804+0.9% | Added |
| Allianz Asset Management GmbH | 92,492 | $2.73M | 0.01% | −93,449−50.3% | Reduced |
| Advisor Group Holdings, Inc. | 90,722 | $2.68M | 0.01% | −15,766−14.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 90,700 | $2.68M | 0.26% | +90,700 | New |
| Nisa Investment Advisors, LLC | 89,006 | $2.67M | 0.02% | +14,040+18.7% | Added |
| KBC Group NV | 89,610 | $2.64M | 0.01% | +44,056+96.7% | Added |
| 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 |
| BNP Paribas Arbitrage, SA | 88,034 | $2.60M | 0.01% | −21,579−19.7% | Reduced |
| Ergoteles LLC | 87,360 | $2.58M | 0.09% | +87,360 | New |
| Treasurer of the State of North Carolina | 87,147 | $2.57M | 0.02% | −1,480−1.7% | Reduced |
| Commerce Bank | 85,452 | $2.52M | 0.02% | +210+0.2% | Added |
| Allspring Global Investments Holdings, LLC | 83,700 | $2.47M | 0.00% | +174+0.2% | Added |
| Retirement Group, LLC | 83,025 | $2.45M | 1.96% | −48,750−37.0% | Reduced |
| The PNC Financial Services Group, Inc. | 79,875 | $2.36M | 0.00% | −594−0.7% | Reduced |
| Alaska Permanent Fund Corp | 79,200 | $2.34M | 0.04% | 00.0% | Unchanged |
| Monarch Partners Asset Management LLC | 78,075 | $2.30M | 0.69% | +78,075 | New |
| Elgethun Capital Management | 77,640 | $2.29M | 0.92% | +720+0.9% | Added |
| Virginia Retirement Systems Et Al | 75,500 | $2.23M | 0.03% | +75,500 | New |
| Truist Financial Corp | 75,044 | $2.21M | 0.00% | +38,337+104.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 74,282 | $2.19M | 0.01% | −41,889−36.1% | Reduced |
| ExodusPoint Capital Management, LP | 74,135 | $2.19M | 0.03% | +74,135 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 73,731 | $2.17M | 0.02% | −2,122−2.8% | Reduced |
| Guggenheim Capital LLC | 73,073 | $2.16M | 0.02% | +15,612+27.2% | Added |
| Parsec Financial Management, Inc. | 70,963 | $2.09M | 0.10% | +17,725+33.3% | Added |
| Illinois Municipal Retirement Fund | 69,821 | $2.06M | 0.05% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 68,239 | $2.01M | 0.22% | 00.0% | Unchanged |
| Macquarie Group Ltd | 63,711 | $1.97M | 0.00% | −3,223−4.8% | Reduced |
| SEI Investments Co | 64,119 | $1.89M | 0.00% | +6,786+11.8% | Added |
| CIBC Private Wealth Group, LLC | 63,582 | $1.88M | 0.01% | +576+0.9% | Added |
| Wittenberg Investment Management, Inc. | 63,396 | $1.87M | 0.80% | 00.0% | Unchanged |
| Citigroup Inc | 62,582 | $1.85M | 0.00% | −12,787−17.0% | Reduced |
| Kames Capital plc | 59,973 | $1.77M | 0.04% | −3,716−5.8% | Reduced |
| Alberta Investment Management Corp | 59,500 | $1.75M | 0.01% | −36,800−38.2% | Reduced |
| HighTower Advisors, LLC | 56,804 | $1.68M | 0.00% | +12,404+27.9% | 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 |
| Canada Pension Plan Investment Board | 55,000 | $1.62M | 0.00% | +44,100+404.6% | Added |
| HSBC Holdings PLC | 54,241 | $1.60M | 0.00% | −15,708−22.5% | Reduced |
| Oregon Public Employees Retirement Fund | 54,318 | $1.60M | 0.02% | −1,451−2.6% | Reduced |
| Russell Investments Group, Ltd. | 54,066 | $1.59M | 0.00% | +729+1.4% | Added |
| Arizona State Retirement System | 52,068 | $1.54M | 0.02% | −367−0.7% | Reduced |
| Baird Financial Group, Inc. | 52,043 | $1.53M | 0.00% | −17,018−24.6% | Reduced |
| Cresset Asset Management, LLC | 51,621 | $1.52M | 0.02% | −30,448−37.1% | Reduced |
| Louisiana State Employees Retirement System | 49,500 | $1.46M | 0.04% | −800−1.6% | Reduced |
| PGGM Investments | 49,356 | $1.46M | 0.03% | +49,356 | New |
| Thrivent Financial for Lutherans | 49,218 | $1.45M | 0.00% | −1,050−2.1% | Reduced |
| Squarepoint Ops LLC | 48,942 | $1.44M | 0.01% | +17,212+54.2% | Added |
| Old National Bancorp | 48,336 | $1.43M | 0.05% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 48,192 | $1.42M | 0.01% | +17,454+56.8% | Added |
| Ameritas Investment Partners, Inc. | 47,825 | $1.41M | 0.06% | −3,861−7.5% | Reduced |
| UBS Group AG | 47,764 | $1.41M | 0.00% | −32,793−40.7% | Reduced |
| TBH Global Asset Management, LLC | 47,253 | $1.39M | 0.36% | −1,405−2.9% | 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 |
| DuPont Capital Management Corp | 46,786 | $1.38M | 0.08% | −6,495−12.2% | Reduced |
| Bard Financial Services, Inc. | 45,625 | $1.35M | 0.13% | +450+1.0% | Added |
| American Century Companies Inc | 44,775 | $1.32M | 0.00% | −52,859−54.1% | Reduced |
| Neuberger Berman Group LLC | 44,385 | $1.31M | 0.00% | +15,574+54.1% | Added |
| Investors Research Corp | 43,846 | $1.29M | 0.40% | −300−0.7% | Reduced |
| Redwood Investment Management, LLC | 43,160 | $1.27M | 0.27% | −1,285−2.9% | Reduced |
| Storebrand Asset Management AS | 41,470 | $1.22M | 0.01% | 00.0% | Unchanged |