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, Q4 2022
Institutional positions in Jefferies Financial Group Inc. as of Dec 31, 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
- 471
- +57 vs. Q3 2022
- Shares held
- 151.8M
- −550.5K (−0.4%) vs. Q3 2022
- Total value
- $5.20B
- +$706.8M (+15.7%) vs. Q3 2022
- New holders
- 83
- 136 more added
- Sold out
- 26
- 169 more reduced
9 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Jefferies Financial Group Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 19,877,075 | $681.4M | 0.02% | +69,851+0.4% | Added |
| BlackRock Inc. | 18,378,452 | $630.0M | 0.02% | +462,605+2.6% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 10,500,000 | $359.9M | 13.65% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 5,701,168 | $195.4M | 3.00% | −43,310−0.8% | Reduced |
| First Trust Advisors LP | 5,675,907 | $194.6M | 0.23% | −570,687−9.1% | Reduced |
| State Street Corp | 5,588,792 | $191.6M | 0.01% | −56,452−1.0% | Reduced |
| Dimensional Fund Advisors LP | 4,337,955 | $148.7M | 0.05% | +146,306+3.5% | Added |
| Charles Schwab Investment Management Inc | 4,113,544 | $141.0M | 0.05% | +325,783+8.6% | Added |
| LSV Asset Management | 3,898,710 | $133.6M | 0.29% | +11,500+0.3% | Added |
| Donald Smith & Co., Inc. | 3,172,286 | $108.7M | 4.26% | −143,003−4.3% | Reduced |
| Alliancebernstein L.P. | 2,687,855 | $92.1M | 0.04% | +580,236+27.5% | Added |
| Geode Capital Management, LLC | 2,598,936 | $89.1M | 0.01% | +35,968+1.4% | Added |
| Bank of New York Mellon Corp | 2,526,174 | $86.6M | 0.02% | −43,624−1.7% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 2,458,676 | $84.3M | 0.32% | −315,271−11.4% | Reduced |
| Captrust Financial Advisors | 2,390,933 | $82.0M | 0.41% | +51,262+2.2% | Added |
| Norges Bank | 1,991,310 | $68.3M | 0.02% | +79,755+4.2% | Added |
| JPMorgan Chase & Co | 1,962,019 | $67.3M | 0.01% | +69,369+3.7% | Added |
| Beck Mack & Oliver LLC | 1,924,667 | $66.0M | 1.94% | −30,654−1.6% | Reduced |
| Northern Trust Corp | 1,713,071 | $58.7M | 0.01% | +211,019+14.0% | Added |
| Arrowstreet Capital, Limited Partnership | 1,669,271 | $57.2M | 0.08% | +107,507+6.9% | Added |
| Private Management Group Inc | 1,572,093 | $53.9M | 2.39% | −28,401−1.8% | Reduced |
| Goldman Sachs Group Inc | 1,563,979 | $53.6M | 0.02% | −332,305−17.5% | Reduced |
| Miller Howard Investments Inc | 1,403,192 | $48.1M | 1.74% | −10,751−0.8% | Reduced |
| Morgan Stanley | 1,327,326 | $45.5M | 0.01% | +276,581+26.3% | Added |
| Moerus Capital Management LLC | 1,304,554 | $44.7M | 13.45% | +172,421+15.2% | Added |
| AQR Capital Management LLC | 1,234,525 | $41.9M | 0.10% | −167,392−11.9% | Reduced |
| Burgundy Asset Management Ltd. | 1,038,051 | $35.6M | 0.46% | −977,303−48.5% | Reduced |
| Invesco Ltd. | 960,292 | $32.9M | 0.01% | +264,577+38.0% | Added |
| Private Capital Management, LLC | 877,880 | $30.1M | 4.11% | +21,100+2.5% | Added |
| Wedge Capital Management L L P | 871,208 | $29.9M | 0.48% | −23,407−2.6% | Reduced |
| Hosking Partners LLP | 835,543 | $28.6M | 1.16% | +215,814+34.8% | Added |
| Nuveen Asset Management, LLC | 788,535 | $27.0M | 0.01% | −34,647−4.2% | Reduced |
| Victory Capital Management Inc | 780,803 | $26.8M | 0.03% | +2600.0% | Added |
| Pacifica Capital Investments, LLC | 759,482 | $26.0M | 8.40% | −12,452−1.6% | Reduced |
| Janus Henderson Group PLC | 720,526 | $24.7M | 0.02% | +451,641+168.0% | Added |
| Principal Financial Group Inc | 720,255 | $24.7M | 0.02% | −6,818−0.9% | Reduced |
| FMR LLC | 707,258 | $24.2M | 0.00% | −3240.0% | Reduced |
| First Wilshire Securities Management Inc | 690,069 | $23.7M | 8.27% | −8,368−1.2% | Reduced |
| Bank of America Corp | 606,552 | $20.8M | 0.00% | +116,708+23.8% | Added |
| Rhumbline Advisers | 560,163 | $19.2M | 0.03% | +7,520+1.4% | Added |
| Mraz, Amerine & Associates, Inc. | 555,831 | $19.1M | 4.49% | −5,769−1.0% | Reduced |
| Two Sigma Advisers, LP | 552,900 | $19.0M | 0.05% | −500−0.1% | Reduced |
| Retirement Systems of Alabama | 549,652 | $18.8M | 0.08% | −2,006−0.4% | Reduced |
| Royal Bank of Canada | 542,594 | $18.6M | 0.01% | +33,619+6.6% | Added |
| Candriam Luxembourg S.C.A. | 503,714 | $17.3M | 0.12% | +90,549+21.9% | Added |
| California Public Employees Retirement System | 494,891 | $17.0M | 0.01% | −10,696−2.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 479,927 | $16.5M | 0.05% | −8,970−1.8% | Reduced |
| Legal & General Group Plc | 479,838 | $16.4M | 0.01% | −5,256−1.1% | Reduced |
| NewEdge Wealth, LLC | 471,240 | $16.2M | 0.70% | +26,437+5.9% | Added |
| Ameriprise Financial Inc | 459,993 | $15.8M | 0.01% | −11,599−2.5% | Reduced |
| GoodHaven Capital Management, LLC | 453,949 | $15.6M | 10.47% | 00.0% | Unchanged |
| Swiss National Bank | 449,000 | $15.4M | 0.01% | −5,400−1.2% | Reduced |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 433,558 | $14.9M | 0.00% | 00.0% | Unchanged |
| Robotti Robert | 432,698 | $14.8M | 2.96% | −2,023−0.5% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 430,778 | $14.8M | 2.38% | +1,053+0.2% | Added |
| Two Sigma Investments, LP | 429,223 | $14.7M | 0.05% | −368,970−46.2% | Reduced |
| Oppenheimer & Co Inc | 425,544 | $14.6M | 0.33% | +15,467+3.8% | Added |
| First Manhattan Co | 401,468 | $13.8M | 0.05% | −4,553−1.1% | Reduced |
| UBS Asset Management Americas Inc | 400,216 | $13.7M | 0.01% | −5,618−1.4% | Reduced |
| Agf Management Ltd | 375,158 | $12.9M | 0.09% | +375,158 | New |
| Iat Reinsurance Co Ltd. | 360,872 | $12.4M | 2.45% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 352,244 | $12.1M | 0.01% | +4,197+1.2% | Added |
| Gillson Capital LP | 346,775 | $11.9M | 0.90% | −105,908−23.4% | Reduced |
| Rock Point Advisors, LLC | 326,357 | $11.2M | 3.87% | −41,698−11.3% | Reduced |
| Mackenzie Financial Corp | 307,521 | $10.5M | 0.02% | −4,216−1.4% | Reduced |
| Qube Research & Technologies Ltd | 285,987 | $9.80M | 0.06% | +179,137+167.7% | Added |
| American International Group, Inc. | 285,487 | $9.79M | 0.07% | −8,155−2.8% | Reduced |
| Citadel Advisors LLC | 281,058 | $9.63M | 0.01% | −169,061−37.6% | Reduced |
| State Board of Administration of Florida Retirement System | 263,504 | $9.03M | 0.02% | −11,740−4.3% | Reduced |
| New York State Teachers Retirement System | 263,038 | $9.02M | 0.02% | −405−0.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 256,410 | $8.79M | 0.06% | −24,294−8.7% | Reduced |
| California State Teachers Retirement System | 243,899 | $8.36M | 0.01% | −3,280−1.3% | Reduced |
| Colony Group LLC | 243,575 | $8.35M | 0.12% | +6,871+2.9% | Added |
| Prudential Financial Inc | 240,934 | $8.26M | 0.01% | +26,996+12.6% | Added |
| ACR Alpine Capital Research, LLC | 236,039 | $8.09M | 0.36% | −3,888−1.6% | Reduced |
| Franklin Resources Inc | 234,037 | $8.02M | 0.00% | +223,072+2,034.4% | Added |
| Renaissance Technologies LLC | 228,089 | $7.82M | 0.01% | −117,600−34.0% | Reduced |
| New York State Common Retirement Fund | 220,314 | $7.55M | 0.01% | −2,418−1.1% | Reduced |
| Merrion Investment Management Co, LLC | 216,716 | $7.43M | 6.92% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 206,627 | $7.08M | 0.12% | +4,286+2.1% | Added |
| Waterfront Wealth Inc. | 180,524 | $7.06M | 2.43% | −14,797−7.6% | Reduced |
| Boston Partners | 204,622 | $7.02M | 0.01% | +2,560+1.3% | Added |
| Bridgeway Capital Management, LLC | 201,600 | $6.91M | 0.18% | +168,800+514.6% | Added |
| Millennium Management LLC | 199,314 | $6.83M | 0.01% | −434,890−68.6% | Reduced |
| Canada Pension Plan Investment Board | 198,700 | $6.81M | 0.01% | +143,700+261.3% | Added |
| State of Wisconsin Investment Board | 196,283 | $6.73M | 0.02% | −12,332−5.9% | Reduced |
| Man Group plc | 194,177 | $6.66M | 0.02% | +71,811+58.7% | Added |
| Lafayette Investments, Inc. | 192,158 | $6.59M | 1.85% | +495+0.3% | Added |
| Cubist Systematic Strategies, LLC | 176,073 | $6.04M | 0.05% | −380,777−68.4% | Reduced |
| Credit Suisse AG | 175,304 | $6.01M | 0.01% | −12,211−6.5% | Reduced |
| Great West Life Assurance Co | 174,856 | $6.00M | 0.02% | +40,453+30.1% | Added |
| Brookfield Asset Management Inc. | 173,688 | $5.95M | 0.02% | −31,146−15.2% | Reduced |
| Boothbay Fund Management, LLC | 171,129 | $5.87M | 0.20% | +171,129 | New |
| Amalgamated Bank | 168,028 | $5.76M | 0.05% | +31,278+22.9% | Added |
| Voya Investment Management LLC | 164,901 | $5.65M | 0.01% | −44,900−21.4% | Reduced |
| Gabelli Funds LLC | 161,110 | $5.52M | 0.04% | −13,700−7.8% | Reduced |
| Brandywine Global Investment Management, LLC | 157,725 | $5.41M | 0.04% | −77,752−33.0% | Reduced |
| Great Lakes Advisors, LLC | 156,082 | $5.35M | 0.31% | −3,950−2.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 155,850 | $5.34M | 0.01% | +72,150+86.2% | Added |
| Bridgewater Associates, LP | 150,610 | $5.16M | 0.03% | −52,511−25.9% | Reduced |