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 |
|---|---|---|---|---|---|
| MBM Wealth Consultants, LLC | 15,312 | $524.0K | 0.25% | +15,312 | New |
| KWMG, LLC | 15,466 | $530.2K | 0.08% | +331+2.2% | Added |
| Joel Isaacson & Co., LLC | 15,500 | $531.3K | 0.04% | +500+3.3% | Added |
| Citadel Investment Advisory, Inc. | 15,585 | $534.0K | 0.37% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 15,730 | $539.2K | 0.15% | −7,860−33.3% | Reduced |
| Maryland State Retirement & Pension System | 15,766 | $540.5K | 0.02% | +15,766 | New |
| Sculati Wealth Management, LLC | 16,380 | $562.0K | 0.32% | −30,540−65.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 16,800 | $576.0K | 0.03% | +500+3.1% | Added |
| Boenning & Scattergood, Inc. | 17,566 | $577.0K | 0.09% | +400+2.3% | Added |
| Securian Asset Management, Inc | 16,834 | $577.1K | 0.02% | −147−0.9% | Reduced |
| Crossmark Global Holdings, Inc. | 16,937 | $581.0K | 0.01% | −1,061−5.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 16,953 | $581.1K | 0.02% | −9,904−36.9% | Reduced |
| Trexquant Investment LP | 17,303 | $593.1K | 0.02% | −258,556−93.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 17,422 | $597.2K | 0.03% | +300+1.8% | Added |
| Johnson Financial Group, Inc. | 18,495 | $634.0K | 0.05% | −31−0.2% | Reduced |
| Evercore Wealth Management, LLC | 18,513 | $634.6K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 19,600 | $671.9K | 0.05% | +19,600 | New |
| Public Employees Retirement Association of Colorado | 19,619 | $673.0K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 19,717 | $676.0K | 0.05% | +4,101+26.3% | Added |
| Jane Street Group, LLC | 20,477 | $702.0K | 0.00% | −358,514−94.6% | Reduced |
| United Services Automobile Association | 20,697 | $709.0K | 0.02% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 20,800 | $713.0K | 0.05% | +20,800 | New |
| Bank of Nova Scotia | 20,895 | $716.3K | 0.00% | +20,895 | New |
| Advisor Partners II, LLC | 21,196 | $726.6K | 0.05% | −387−1.8% | Reduced |
| Gotham Asset Management, LLC | 21,216 | $727.3K | 0.02% | +1,227+6.1% | Added |
| Equitable Trust Co | 21,530 | $738.0K | 0.06% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 21,846 | $748.9K | 0.00% | +21,846 | New |
| Handelsbanken Fonder AB | 21,903 | $751.0K | 0.00% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 23,008 | $754.0K | 0.00% | +5,633+32.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,039 | $755.5K | 0.00% | −2,664−10.8% | Reduced |
| JustInvest LLC | 22,140 | $759.0K | 0.03% | +11,969+117.7% | Added |
| Redmont Wealth Advisors LLC | 22,363 | $766.6K | 0.90% | +4,899+28.1% | Added |
| Aj Wealth Strategies, LLC | 22,515 | $772.0K | 0.04% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 23,192 | $795.0K | 0.01% | +10,671+85.2% | Added |
| Pictet Asset Management SA | 23,306 | $799.0K | 0.00% | +10,592+83.3% | Added |
| Walleye Trading LLC | 24,693 | $846.5K | 0.02% | +11,423+86.1% | Added |
| Parsons Capital Management Inc | 24,743 | $848.2K | 0.07% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 24,835 | $851.0K | 0.00% | −3,257−11.6% | Reduced |
| Westpac Banking Corp | 25,063 | $859.2K | 0.01% | −3,658−12.7% | Reduced |
| Xponance, Inc. | 25,172 | $862.9K | 0.01% | +2,853+12.8% | Added |
| ProShare Advisors LLC | 25,281 | $866.6K | 0.00% | +2,645+11.7% | Added |
| Bank of Montreal | 24,988 | $867.1K | 0.00% | +6,021+31.7% | Added |
| State of Alaska, Department of Revenue | 25,646 | $879.0K | 0.01% | −170−0.7% | Reduced |
| Federated Hermes, Inc. | 26,130 | $895.7K | 0.00% | −2,893−10.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 27,034 | $926.7K | 0.14% | −2,975−9.9% | Reduced |
| US Bancorp | 27,241 | $933.8K | 0.00% | +188+0.7% | Added |
| Teza Capital Management LLC | 27,761 | $951.6K | 0.18% | +15,321+123.2% | Added |
| Wellington Shields Capital Management, LLC | 28,000 | $959.8K | 0.12% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 28,546 | $978.5K | 0.26% | +750+2.7% | Added |
| Moody Aldrich Partners LLC | 28,744 | $985.3K | 0.20% | +28,744 | New |
| Wright Investors Service Inc | 29,323 | $1.01M | 0.29% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 27,475 | $1.01M | 0.25% | −100−0.4% | Reduced |
| Rehmann Capital Advisory Group | 29,986 | $1.03M | 0.11% | −2,513−7.7% | Reduced |
| PMC FIG Opportunities LLC | 30,000 | $1.03M | 5.11% | +30,000 | New |
| LPL Financial LLC | 30,088 | $1.03M | 0.00% | +1,366+4.8% | Added |
| New Mexico Educational Retirement Board | 30,100 | $1.03M | 0.06% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 30,131 | $1.03M | 0.40% | +30,131 | New |
| Commonwealth Equity Services, LLC | 30,219 | $1.03M | 0.00% | −2,635−8.0% | Reduced |
| Susquehanna International Group, LLP | 30,276 | $1.04M | 0.00% | −73,097−70.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 30,618 | $1.05M | 0.01% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 31,368 | $1.07M | 0.07% | −1,592−4.8% | Reduced |
| First Republic Investment Management, Inc. | 31,571 | $1.08M | 0.00% | +5,545+21.3% | Added |
| Allianz Asset Management GmbH | 31,825 | $1.09M | 0.00% | −60,667−65.6% | Reduced |
| Cambria Investment Management, L.P. | 32,136 | $1.10M | 0.09% | +12,360+62.5% | Added |
| Cetera Investment Advisers | 33,047 | $1.13M | 0.01% | +20,243+158.1% | Added |
| Virtus Family Office LLC | 33,516 | $1.15M | 2.57% | +3,615+12.1% | Added |
| Intrinsic Value Partners, LLC | 33,673 | $1.15M | 1.58% | −1,900−5.3% | Reduced |
| AMG National Trust Bank | 34,433 | $1.18M | 0.04% | +410+1.2% | Added |
| Utah Retirement Systems | 35,584 | $1.22M | 0.02% | −800−2.2% | Reduced |
| Hartford Investment Management Co | 39,111 | $1.34M | 0.04% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 39,437 | $1.35M | 0.83% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 40,175 | $1.38M | 0.12% | −5,450−11.9% | Reduced |
| Storebrand Asset Management AS | 41,470 | $1.42M | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 42,640 | $1.46M | 0.00% | −9,403−18.1% | Reduced |
| Pacer Advisors, Inc. | 42,918 | $1.47M | 0.01% | +42,918 | New |
| Centennial Bank | 43,264 | $1.48M | 0.85% | +43,264 | New |
| Redwood Investment Management, LLC | 43,318 | $1.49M | 0.20% | +158+0.4% | Added |
| M&T Bank Corp | 43,491 | $1.49M | 0.01% | +12,090+38.5% | Added |
| Investors Research Corp | 43,546 | $1.49M | 0.40% | −300−0.7% | Reduced |
| Neuberger Berman Group LLC | 44,296 | $1.52M | 0.00% | −89−0.2% | Reduced |
| Citigroup Inc | 45,290 | $1.55M | 0.00% | −17,292−27.6% | Reduced |
| TBH Global Asset Management, LLC | 45,327 | $1.55M | 0.38% | −1,926−4.1% | Reduced |
| American Century Companies Inc | 45,613 | $1.56M | 0.00% | +838+1.9% | Added |
| Algert Global LLC | 45,994 | $1.58M | 0.09% | −60,030−56.6% | Reduced |
| State of Michigan Retirement System | 46,616 | $1.60M | 0.01% | −300−0.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 46,916 | $1.61M | 0.16% | −43,784−48.3% | Reduced |
| Graham Capital Management, L.P. | 47,527 | $1.63M | 0.06% | −45,648−49.0% | Reduced |
| Teacher Retirement System of Texas | 47,671 | $1.63M | 0.01% | −521−1.1% | Reduced |
| HighTower Advisors, LLC | 47,788 | $1.64M | 0.00% | −9,016−15.9% | Reduced |
| Old National Bancorp | 48,336 | $1.66M | 0.05% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 48,795 | $1.67M | 0.00% | −423−0.9% | Reduced |
| Louisiana State Employees Retirement System | 49,000 | $1.68M | 0.05% | −500−1.0% | Reduced |
| PGGM Investments | 49,404 | $1.69M | 0.03% | +48+0.1% | Added |
| Mirabella Financial Services LLP | 50,040 | $1.72M | 0.15% | +50,040 | New |
| Cresset Asset Management, LLC | 50,972 | $1.75M | 0.02% | −649−1.3% | Reduced |
| STRS Ohio | 52,095 | $1.78M | 0.01% | +13,823+36.1% | Added |
| Arizona State Retirement System | 52,475 | $1.80M | 0.02% | +407+0.8% | Added |
| Ameritas Investment Partners, Inc. | 47,315 | $1.83M | 0.07% | −510−1.1% | Reduced |
| DuPont Capital Management Corp | 53,341 | $1.83M | 0.09% | +6,555+14.0% | Added |
| Oregon Public Employees Retirement Fund | 53,927 | $1.85M | 0.02% | −391−0.7% | Reduced |