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 |
|---|---|---|---|---|---|
| SEI Investments Co | 54,931 | $1.88M | 0.00% | −9,188−14.3% | Reduced |
| Gateway Investment Advisers LLC | 55,557 | $1.90M | 0.02% | −215−0.4% | Reduced |
| Voloridge Investment Management, LLC | 56,467 | $1.94M | 0.01% | −54,781−49.2% | Reduced |
| Stifel Financial Corp | 57,968 | $1.99M | 0.00% | +2,200+3.9% | Added |
| Alberta Investment Management Corp | 59,500 | $2.04M | 0.02% | 00.0% | Unchanged |
| HSBC Holdings PLC | 62,084 | $2.12M | 0.00% | +7,843+14.5% | Added |
| Wittenberg Investment Management, Inc. | 62,959 | $2.16M | 0.88% | −437−0.7% | Reduced |
| Guggenheim Capital LLC | 67,435 | $2.31M | 0.02% | −5,638−7.7% | Reduced |
| M Holdings Securities, Inc. | 68,239 | $2.34M | 0.25% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 69,821 | $2.39M | 0.05% | 00.0% | Unchanged |
| UBS Group AG | 71,836 | $2.46M | 0.00% | +24,072+50.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 71,933 | $2.47M | 0.01% | −2,349−3.2% | Reduced |
| Kames Capital plc | 76,325 | $2.62M | 0.05% | +16,352+27.3% | Added |
| Elgethun Capital Management | 77,185 | $2.63M | 0.95% | −455−0.6% | Reduced |
| Macquarie Group Ltd | 77,400 | $2.65M | 0.00% | +13,689+21.5% | Added |
| The PNC Financial Services Group, Inc. | 78,817 | $2.70M | 0.00% | −1,058−1.3% | Reduced |
| Alaska Permanent Fund Corp | 79,200 | $2.71M | 0.04% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 80,006 | $2.74M | 0.02% | −9,000−10.1% | Reduced |
| Tudor Investment Corp Et Al | 81,365 | $2.79M | 0.07% | +81,365 | New |
| Edgestream Partners, L.P. | 81,471 | $2.79M | 0.31% | −35,020−30.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 82,411 | $2.83M | 0.02% | +8,680+11.8% | Added |
| Commerce Bank | 85,475 | $2.93M | 0.02% | +230.0% | Added |
| Truist Financial Corp | 86,812 | $2.98M | 0.01% | +11,768+15.7% | Added |
| Treasurer of the State of North Carolina | 86,957 | $2.98M | 0.02% | −190−0.2% | Reduced |
| Parsec Financial Management, Inc. | 87,105 | $2.99M | 0.13% | +16,142+22.7% | Added |
| State of New Jersey Common Pension Fund D | 87,293 | $2.99M | 0.01% | −5,881−6.3% | Reduced |
| Aviva PLC | 88,661 | $3.04M | 0.01% | −11,555−11.5% | Reduced |
| CI Private Wealth, LLC | 92,399 | $3.17M | 0.01% | +92,399 | New |
| KBC Group NV | 92,970 | $3.19M | 0.02% | +3,360+3.7% | Added |
| Russell Investments Group, Ltd. | 93,228 | $3.20M | 0.01% | +39,162+72.4% | Added |
| Kiwi Wealth Investments Limited Partnership | 94,543 | $3.24M | 0.22% | −9,924−9.5% | Reduced |
| Advisor Group Holdings, Inc. | 94,937 | $3.25M | 0.01% | +4,215+4.6% | Added |
| Ervin Investment Management, LLC | 94,971 | $3.26M | 2.96% | +2,254+2.4% | Added |
| National Bank of Canada | 97,582 | $3.35M | 0.01% | +76,997+374.0% | Added |
| Barclays PLC | 98,022 | $3.36M | 0.00% | −16,320−14.3% | Reduced |
| RBF Capital, LLC | 100,000 | $3.43M | 0.26% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 100,000 | $3.43M | 0.40% | 00.0% | Unchanged |
| PFS Investments Inc. | 100,101 | $3.43M | 0.06% | +10,617+11.9% | Added |
| Marshall Wace, LLP | 100,121 | $3.43M | 0.01% | +40.0% | Added |
| Yousif Capital Management, LLC | 101,113 | $3.47M | 0.05% | −2,449−2.4% | Reduced |
| Kingsview Wealth Management, LLC | 104,751 | $3.59M | 0.16% | +15,272+17.1% | Added |
| Retirement Group, LLC | 106,122 | $3.64M | 1.77% | +23,097+27.8% | Added |
| Public Employees Retirement System of Ohio | 112,773 | $3.87M | 0.02% | −3,417−2.9% | Reduced |
| Raymond James & Associates | 118,461 | $4.06M | 0.00% | +2,691+2.3% | Added |
| MetLife Investment Management | 118,847 | $4.07M | 0.03% | −4,091−3.3% | Reduced |
| Karpas Strategies, LLC | 119,553 | $4.10M | 1.44% | −2,300−1.9% | Reduced |
| Poehling Capital Management, LLC | 122,472 | $4.20M | 1.57% | −1,424−1.1% | Reduced |
| Texas Permanent School Fund | 123,158 | $4.22M | 0.06% | −10,582−7.9% | Reduced |
| Price T Rowe Associates Inc | 123,506 | $4.23M | 0.00% | +28,954+30.6% | Added |
| Schonfeld Strategic Advisors LLC | 124,952 | $4.28M | 0.04% | −91,569−42.3% | Reduced |
| Arnhold LLC | 127,677 | $4.38M | 0.54% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 128,125 | $4.39M | 3.79% | 00.0% | Unchanged |
| Bokf, NA | 128,276 | $4.40M | 0.08% | +407+0.3% | Added |
| Ensign Peak Advisors, Inc | 131,925 | $4.52M | 0.01% | +36,080+37.6% | Added |
| Susquehanna Fundamental Investments, LLC | 133,377 | $4.57M | 0.08% | −42,123−24.0% | Reduced |
| Lee Danner & Bass Inc | 134,740 | $4.62M | 0.44% | 00.0% | Unchanged |
| Comerica Bank | 121,814 | $4.67M | 0.04% | −2,465−2.0% | Reduced |
| Integrated Advisors Network LLC | 136,284 | $4.67M | 0.30% | +136,284 | New |
| Deutsche Bank AG | 137,363 | $4.71M | 0.00% | −514−0.4% | Reduced |
| Walleye Capital LLC | 137,639 | $4.72M | 0.10% | +99,094+257.1% | Added |
| HRT Financial LP | 139,483 | $4.78M | 0.07% | −332,740−70.5% | Reduced |
| Envestnet Asset Management Inc | 140,250 | $4.81M | 0.00% | +14,629+11.6% | Added |
| Virginia Retirement Systems Et Al | 140,800 | $4.83M | 0.05% | +65,300+86.5% | Added |
| Beacon Investment Advisory Services, Inc. | 141,014 | $4.83M | 0.25% | −2,275−1.6% | Reduced |
| Wells Fargo & Company | 143,172 | $4.91M | 0.00% | +28,663+25.0% | Added |
| BNP Paribas Arbitrage, SA | 143,199 | $4.91M | 0.01% | +55,165+62.7% | Added |
| Epacria Capital Partners, LLC | 147,462 | $5.05M | 4.08% | +147,462 | New |
| Manufacturers Life Insurance Company, The | 149,245 | $5.12M | 0.00% | −2,669−1.8% | Reduced |
| Mutual of America Capital Management LLC | 150,579 | $5.16M | 0.06% | +1,121+0.8% | Added |
| Bridgewater Associates, LP | 150,610 | $5.16M | 0.03% | −52,511−25.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 155,850 | $5.34M | 0.01% | +72,150+86.2% | Added |
| Great Lakes Advisors, LLC | 156,082 | $5.35M | 0.31% | −3,950−2.5% | Reduced |
| Brandywine Global Investment Management, LLC | 157,725 | $5.41M | 0.04% | −77,752−33.0% | Reduced |
| Gabelli Funds LLC | 161,110 | $5.52M | 0.04% | −13,700−7.8% | Reduced |
| Voya Investment Management LLC | 164,901 | $5.65M | 0.01% | −44,900−21.4% | Reduced |
| Amalgamated Bank | 168,028 | $5.76M | 0.05% | +31,278+22.9% | Added |
| Boothbay Fund Management, LLC | 171,129 | $5.87M | 0.20% | +171,129 | New |
| Brookfield Asset Management Inc. | 173,688 | $5.95M | 0.02% | −31,146−15.2% | Reduced |
| Great West Life Assurance Co | 174,856 | $6.00M | 0.02% | +40,453+30.1% | Added |
| Credit Suisse AG | 175,304 | $6.01M | 0.01% | −12,211−6.5% | Reduced |
| Cubist Systematic Strategies, LLC | 176,073 | $6.04M | 0.05% | −380,777−68.4% | Reduced |
| Lafayette Investments, Inc. | 192,158 | $6.59M | 1.85% | +495+0.3% | Added |
| Man Group plc | 194,177 | $6.66M | 0.02% | +71,811+58.7% | Added |
| State of Wisconsin Investment Board | 196,283 | $6.73M | 0.02% | −12,332−5.9% | Reduced |
| Canada Pension Plan Investment Board | 198,700 | $6.81M | 0.01% | +143,700+261.3% | Added |
| Millennium Management LLC | 199,314 | $6.83M | 0.01% | −434,890−68.6% | Reduced |
| Bridgeway Capital Management, LLC | 201,600 | $6.91M | 0.18% | +168,800+514.6% | Added |
| Boston Partners | 204,622 | $7.02M | 0.01% | +2,560+1.3% | Added |
| Waterfront Wealth Inc. | 180,524 | $7.06M | 2.43% | −14,797−7.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 206,627 | $7.08M | 0.12% | +4,286+2.1% | Added |
| Merrion Investment Management Co, LLC | 216,716 | $7.43M | 6.92% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 220,314 | $7.55M | 0.01% | −2,418−1.1% | Reduced |
| Renaissance Technologies LLC | 228,089 | $7.82M | 0.01% | −117,600−34.0% | Reduced |
| Franklin Resources Inc | 234,037 | $8.02M | 0.00% | +223,072+2,034.4% | Added |
| ACR Alpine Capital Research, LLC | 236,039 | $8.09M | 0.36% | −3,888−1.6% | Reduced |
| Prudential Financial Inc | 240,934 | $8.26M | 0.01% | +26,996+12.6% | Added |
| Colony Group LLC | 243,575 | $8.35M | 0.12% | +6,871+2.9% | Added |
| California State Teachers Retirement System | 243,899 | $8.36M | 0.01% | −3,280−1.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 256,410 | $8.79M | 0.06% | −24,294−8.7% | Reduced |
| New York State Teachers Retirement System | 263,038 | $9.02M | 0.02% | −405−0.2% | Reduced |