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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.

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.

Institutional holdersQ3 2022: 423 institutions
Q1 2021: 451 institutionsQ2 2021: 433 institutionsQ3 2021: 474 institutionsQ4 2021: 505 institutionsQ1 2022: 473 institutionsQ2 2022: 428 institutionsQ3 2022: 423 institutionsQ4 2022: 471 institutionsQ1 2023: 464 institutionsQ2 2023: 429 institutionsQ3 2023: 439 institutionsQ4 2023: 475 institutionsQ1 2024: 480 institutionsQ2 2024: 493 institutionsQ3 2024: 534 institutionsQ4 2024: 584 institutionsQ1 2025: 564 institutionsQ2 2025: 557 institutionsQ3 2025: 570 institutionsQ4 2025: 597 institutionsQ1 2026: 561 institutionsQ2 2026: 590 institutions
Value heldQ3 2022: $4.51B
Q1 2021: $5.16BQ2 2021: $5.85BQ3 2021: $6.34BQ4 2021: $6.48BQ1 2022: $5.46BQ2 2022: $4.35BQ3 2022: $4.51BQ4 2022: $5.20BQ1 2023: $4.69BQ2 2023: $4.50BQ3 2023: $4.80BQ4 2023: $5.22BQ1 2024: $5.74BQ2 2024: $6.76BQ3 2024: $8.94BQ4 2024: $12.0BQ1 2025: $7.64BQ2 2025: $7.89BQ3 2025: $9.44BQ4 2025: $9.16BQ1 2026: $5.89BQ2 2026: $6.83B
Institutions holding JEF and their total value by quarter
QuarterHoldersValue
Q2 2026590$6.83B
Q1 2026561$5.89B
Q4 2025597$9.16B
Q3 2025570$9.44B
Q2 2025557$7.89B
Q1 2025564$7.64B
Q4 2024584$12.0B
Q3 2024534$8.94B
Q2 2024493$6.76B
Q1 2024480$5.74B
Q4 2023475$5.22B
Q3 2023439$4.80B
Q2 2023429$4.50B
Q1 2023464$4.69B
Q4 2022471$5.20B
Q3 2022423$4.51B
Q2 2022428$4.35B
Q1 2022473$5.46B
Q4 2021505$6.48B
Q3 2021474$6.34B
Q2 2021433$5.85B
Q1 2021451$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.

Institutions holding JEF in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Safeguard Investment Advisory Group, LLC39,437$1.16M0.80%00.0%Unchanged
Hartford Investment Management Co39,111$1.15M0.04%+8,468+27.6%Added
Walleye Capital LLC38,545$1.14M0.03%+16,670+76.2%Added
STRS Ohio38,272$1.13M0.01%−22,238−36.8%Reduced
Utah Retirement Systems36,384$1.07M0.02%−1,500−4.0%Reduced
Intrinsic Value Partners, LLC35,573$1.05M1.46%00.0%Unchanged
AMG National Trust Bank34,023$1.00M0.04%+214+0.6%Added
Hennion & Walsh Asset Management, Inc.32,960$972.0K0.06%+519+1.6%Added
Commonwealth Equity Services, LLC32,854$969.0K0.00%+174+0.5%Added
Bridgeway Capital Management, LLC32,800$968.0K0.03%00.0%Unchanged
Rehmann Capital Advisory Group32,499$958.7K0.11%+106+0.3%Added
M&T Bank Corp31,401$926.0K0.00%+20,021+175.9%Added
Steel Peak Wealth Management LLC31,243$922.0K0.07%−440−1.4%Reduced
Teachers Retirement System of the State of Kentucky30,618$903.0K0.01%+30,618New
New Mexico Educational Retirement Board30,100$888.0K0.05%00.0%Unchanged
Y-Intercept (Hong Kong) Ltd30,009$885.3K0.09%+30,009New
Virtus Family Office LLC29,901$882.0K2.25%+29,901New
Healthcare of Ontario Pension Plan Trust Fund29,665$875.0K0.00%−36,454−55.1%Reduced
XTX Topco Ltd29,489$870.0K0.22%+20,778+238.5%Added
Wright Investors Service Inc29,323$865.0K0.27%+7,386+33.7%Added
Federated Hermes, Inc.29,023$856.0K0.00%−2,780−8.7%Reduced
Westpac Banking Corp28,721$847.3K0.01%−3,133−9.8%Reduced
LPL Financial LLC28,722$847.0K0.00%+1,761+6.5%Added
Mercer Global Advisors Inc28,092$829.0K0.00%+3,934+16.3%Added
Wellington Shields Capital Management, LLC28,000$826.0K0.20%00.0%Unchanged
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors27,796$820.0K0.24%00.0%Unchanged
Radnor Capital Management, LLC27,575$813.0K0.24%00.0%Unchanged
US Bancorp27,053$798.0K0.00%+1,613+6.3%Added
Northwestern Mutual Investment Management Company, LLC26,857$792.0K0.02%−5,215−16.3%Reduced
First Republic Investment Management, Inc.26,026$768.0K0.00%+24+0.1%Added
State of Alaska, Department of Revenue25,816$761.0K0.01%−1,770−6.4%Reduced
Parsons Capital Management Inc24,743$730.0K0.07%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)24,703$729.0K0.00%00.0%Unchanged
Gsa Capital Partners LLP24,452$721.0K0.10%+24,452New
IFP Advisors, Inc30,271$698.0K0.02%+199+0.7%Added
Cubic Asset Management, LLC23,590$696.0K0.21%00.0%Unchanged
ProShare Advisors LLC22,636$667.0K0.00%−1,460−6.1%Reduced
Aj Wealth Strategies, LLC22,515$664.0K0.04%00.0%Unchanged
Xponance, Inc.22,319$658.0K0.01%−890−3.8%Reduced
Handelsbanken Fonder AB21,903$646.0K0.00%00.0%Unchanged
Fox Run Management, L.L.C.21,907$646.0K0.25%+21,907New
Johnson Financial Group, Inc.18,526$637.0K0.06%−4,244−18.6%Reduced
Advisor Partners II, LLC21,583$637.0K0.05%+21,583New
Equitable Trust Co21,530$635.0K0.05%−2,850−11.7%Reduced
United Services Automobile Association20,697$610.0K0.02%00.0%Unchanged
National Bank of Canada20,585$606.0K0.00%−71,300−77.6%Reduced
Gotham Asset Management, LLC19,989$590.0K0.02%−45−0.2%Reduced
Cambria Investment Management, L.P.19,776$583.0K0.06%+10,816+120.7%Added
Public Employees Retirement Association of Colorado19,619$579.0K0.00%00.0%Unchanged
PEAK6 Investments LLC19,357$571.0K0.02%−1,797−8.5%Reduced
Bank of Montreal18,967$569.0K0.00%−421−2.2%Reduced
Seven Eight Capital, LP18,857$556.0K0.11%+10,681+130.6%Added
Evercore Wealth Management, LLC18,513$546.0K0.01%00.0%Unchanged
Shell Asset Management Co18,265$539.0K0.02%−4,790−20.8%Reduced
Crossmark Global Holdings, Inc.17,998$531.0K0.01%−180−1.0%Reduced
Redmont Wealth Advisors LLC17,464$515.0K0.67%+9,000+106.3%Added
Natixis Advisors, L.P.17,375$513.0K0.00%+3,774+27.7%Added
Boenning & Scattergood, Inc.17,166$506.0K0.10%00.0%Unchanged
Vestmark Advisory Solutions, Inc.17,122$505.0K0.03%−434−2.5%Reduced
Securian Asset Management, Inc16,981$501.0K0.01%−486−2.8%Reduced
NorthCrest Asset Manangement, LLC16,300$481.0K0.03%00.0%Unchanged
Harbor Advisors LLC15,000$481.0K0.13%00.0%Unchanged
Western Wealth Management, LLC14,112$480.0K0.03%+638+4.7%Added
Quantinno Capital Management LP15,616$461.0K0.06%−1,803−10.4%Reduced
Citadel Investment Advisory, Inc.15,585$460.0K0.35%00.0%Unchanged
KWMG, LLC15,135$446.0K0.07%+375+2.5%Added
Silvercrest Asset Management Group LLC15,040$444.0K0.00%00.0%Unchanged
Joel Isaacson & Co., LLC15,000$443.0K0.04%00.0%Unchanged
King Luther Capital Management Corp14,908$440.0K0.00%−485−3.2%Reduced
Quadrature Capital Ltd14,297$421.0K0.01%+2,730+23.6%Added
Winton Group Ltd14,159$418.0K0.03%−8,795−38.3%Reduced
Huber Capital Management LLC14,100$416.0K0.12%00.0%Unchanged
CPWM, LLC14,111$416.0K0.04%+31+0.2%Added
Ontario Teachers Pension Plan Board13,760$406.0K0.01%+1,888+15.9%Added
Roberts Capital Advisors, LLC13,500$398.0K0.58%00.0%Unchanged
Walleye Trading LLC13,270$391.0K0.01%−11,464−46.3%Reduced
Assetmark, Inc13,196$389.0K0.00%−953,106−98.6%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.12,970$383.0K0.00%−892−6.4%Reduced
Balasa Dinverno & Foltz LLC12,968$383.0K0.02%+101+0.8%Added
Point72 Hong Kong Ltd12,885$380.0K0.02%+7,412+135.4%Added
Davenport & Co LLC12,860$379.0K0.00%00.0%Unchanged
Cetera Investment Advisers12,804$378.0K0.01%+3,650+39.9%Added
Wedbush Securities Inc12,728$375.0K0.02%−353−2.7%Reduced
Pictet Asset Management SA12,714$375.0K0.00%00.0%Unchanged
SG Americas Securities, LLC12,521$369.0K0.01%−32,242−72.0%Reduced
Teza Capital Management LLC12,440$367.0K0.08%+12,440New
Jefferies Group LLC12,173$359.1K0.01%+12,173New
HMS Capital Management, LLC11,773$347.0K0.21%+707+6.4%Added
Creative Planning11,320$334.0K0.00%+3,858+51.7%Added
Connable Office Inc11,200$330.0K0.05%00.0%Unchanged
Bamco Inc11,200$330.0K0.00%00.0%Unchanged
Carmel Capital Partners, LLC11,180$330.0K0.32%+11,180New
Franklin Resources Inc10,965$323.0K0.00%−36,238−76.8%Reduced
National Asset Management, Inc.10,860$321.0K0.01%−928−7.9%Reduced
CIBC Asset Management Inc10,739$317.0K0.00%+24+0.2%Added
Acadian Asset Management LLC10,378$305.0K0.00%+10,378New
Federation des caisses Desjardins du Quebec10,255$302.5K0.00%00.0%Unchanged
JustInvest LLC10,171$300.0K0.01%+137+1.4%Added
Buckingham Strategic Wealth, LLC10,143$299.0K0.01%+6+0.1%Added
Shelton Capital Management10,069$297.0K0.01%−405−3.9%Reduced