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 |
|---|---|---|---|---|---|
| State Board of Administration of Florida Retirement System | 263,504 | $9.03M | 0.02% | −11,740−4.3% | Reduced |
| Citadel Advisors LLC | 281,058 | $9.63M | 0.01% | −169,061−37.6% | Reduced |
| American International Group, Inc. | 285,487 | $9.79M | 0.07% | −8,155−2.8% | Reduced |
| Qube Research & Technologies Ltd | 285,987 | $9.80M | 0.06% | +179,137+167.7% | Added |
| Mackenzie Financial Corp | 307,521 | $10.5M | 0.02% | −4,216−1.4% | Reduced |
| Rock Point Advisors, LLC | 326,357 | $11.2M | 3.87% | −41,698−11.3% | Reduced |
| Gillson Capital LP | 346,775 | $11.9M | 0.90% | −105,908−23.4% | Reduced |
| Fisher Asset Management, LLC | 352,244 | $12.1M | 0.01% | +4,197+1.2% | Added |
| Iat Reinsurance Co Ltd. | 360,872 | $12.4M | 2.45% | 00.0% | Unchanged |
| Agf Management Ltd | 375,158 | $12.9M | 0.09% | +375,158 | New |
| UBS Asset Management Americas Inc | 400,216 | $13.7M | 0.01% | −5,618−1.4% | Reduced |
| First Manhattan Co | 401,468 | $13.8M | 0.05% | −4,553−1.1% | Reduced |
| Oppenheimer & Co Inc | 425,544 | $14.6M | 0.33% | +15,467+3.8% | Added |
| Two Sigma Investments, LP | 429,223 | $14.7M | 0.05% | −368,970−46.2% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 430,778 | $14.8M | 2.38% | +1,053+0.2% | Added |
| Robotti Robert | 432,698 | $14.8M | 2.96% | −2,023−0.5% | Reduced |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 433,558 | $14.9M | 0.00% | 00.0% | Unchanged |
| Swiss National Bank | 449,000 | $15.4M | 0.01% | −5,400−1.2% | Reduced |
| GoodHaven Capital Management, LLC | 453,949 | $15.6M | 10.47% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 459,993 | $15.8M | 0.01% | −11,599−2.5% | Reduced |
| NewEdge Wealth, LLC | 471,240 | $16.2M | 0.70% | +26,437+5.9% | Added |
| Legal & General Group Plc | 479,838 | $16.4M | 0.01% | −5,256−1.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 479,927 | $16.5M | 0.05% | −8,970−1.8% | Reduced |
| California Public Employees Retirement System | 494,891 | $17.0M | 0.01% | −10,696−2.1% | Reduced |
| Candriam Luxembourg S.C.A. | 503,714 | $17.3M | 0.12% | +90,549+21.9% | Added |
| Royal Bank of Canada | 542,594 | $18.6M | 0.01% | +33,619+6.6% | Added |
| Retirement Systems of Alabama | 549,652 | $18.8M | 0.08% | −2,006−0.4% | Reduced |
| Two Sigma Advisers, LP | 552,900 | $19.0M | 0.05% | −500−0.1% | Reduced |
| Mraz, Amerine & Associates, Inc. | 555,831 | $19.1M | 4.49% | −5,769−1.0% | Reduced |
| Rhumbline Advisers | 560,163 | $19.2M | 0.03% | +7,520+1.4% | Added |
| Bank of America Corp | 606,552 | $20.8M | 0.00% | +116,708+23.8% | Added |
| First Wilshire Securities Management Inc | 690,069 | $23.7M | 8.27% | −8,368−1.2% | Reduced |
| FMR LLC | 707,258 | $24.2M | 0.00% | −3240.0% | Reduced |
| Principal Financial Group Inc | 720,255 | $24.7M | 0.02% | −6,818−0.9% | Reduced |
| Janus Henderson Group PLC | 720,526 | $24.7M | 0.02% | +451,641+168.0% | Added |
| Pacifica Capital Investments, LLC | 759,482 | $26.0M | 8.40% | −12,452−1.6% | Reduced |
| Victory Capital Management Inc | 780,803 | $26.8M | 0.03% | +2600.0% | Added |
| Nuveen Asset Management, LLC | 788,535 | $27.0M | 0.01% | −34,647−4.2% | Reduced |
| Hosking Partners LLP | 835,543 | $28.6M | 1.16% | +215,814+34.8% | Added |
| Wedge Capital Management L L P | 871,208 | $29.9M | 0.48% | −23,407−2.6% | Reduced |
| Private Capital Management, LLC | 877,880 | $30.1M | 4.11% | +21,100+2.5% | Added |
| Invesco Ltd. | 960,292 | $32.9M | 0.01% | +264,577+38.0% | Added |
| Burgundy Asset Management Ltd. | 1,038,051 | $35.6M | 0.46% | −977,303−48.5% | Reduced |
| AQR Capital Management LLC | 1,234,525 | $41.9M | 0.10% | −167,392−11.9% | Reduced |
| Moerus Capital Management LLC | 1,304,554 | $44.7M | 13.45% | +172,421+15.2% | Added |
| Morgan Stanley | 1,327,326 | $45.5M | 0.01% | +276,581+26.3% | Added |
| Miller Howard Investments Inc | 1,403,192 | $48.1M | 1.74% | −10,751−0.8% | Reduced |
| Goldman Sachs Group Inc | 1,563,979 | $53.6M | 0.02% | −332,305−17.5% | Reduced |
| Private Management Group Inc | 1,572,093 | $53.9M | 2.39% | −28,401−1.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,669,271 | $57.2M | 0.08% | +107,507+6.9% | Added |
| Northern Trust Corp | 1,713,071 | $58.7M | 0.01% | +211,019+14.0% | Added |
| Beck Mack & Oliver LLC | 1,924,667 | $66.0M | 1.94% | −30,654−1.6% | Reduced |
| JPMorgan Chase & Co | 1,962,019 | $67.3M | 0.01% | +69,369+3.7% | Added |
| Norges Bank | 1,991,310 | $68.3M | 0.02% | +79,755+4.2% | Added |
| Captrust Financial Advisors | 2,390,933 | $82.0M | 0.41% | +51,262+2.2% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 2,458,676 | $84.3M | 0.32% | −315,271−11.4% | Reduced |
| Bank of New York Mellon Corp | 2,526,174 | $86.6M | 0.02% | −43,624−1.7% | Reduced |
| Geode Capital Management, LLC | 2,598,936 | $89.1M | 0.01% | +35,968+1.4% | Added |
| Alliancebernstein L.P. | 2,687,855 | $92.1M | 0.04% | +580,236+27.5% | Added |
| Donald Smith & Co., Inc. | 3,172,286 | $108.7M | 4.26% | −143,003−4.3% | Reduced |
| LSV Asset Management | 3,898,710 | $133.6M | 0.29% | +11,500+0.3% | Added |
| Charles Schwab Investment Management Inc | 4,113,544 | $141.0M | 0.05% | +325,783+8.6% | Added |
| Dimensional Fund Advisors LP | 4,337,955 | $148.7M | 0.05% | +146,306+3.5% | Added |
| State Street Corp | 5,588,792 | $191.6M | 0.01% | −56,452−1.0% | Reduced |
| First Trust Advisors LP | 5,675,907 | $194.6M | 0.23% | −570,687−9.1% | Reduced |
| First Pacific Advisors, LP | 5,701,168 | $195.4M | 3.00% | −43,310−0.8% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 10,500,000 | $359.9M | 13.65% | 00.0% | Unchanged |
| BlackRock Inc. | 18,378,452 | $630.0M | 0.02% | +462,605+2.6% | Added |
| Vanguard Group Inc | 19,877,075 | $681.4M | 0.02% | +69,851+0.4% | Added |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | – | – | +1 | New |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −191,674−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −118,119−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −98,778−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −87,360−100.0% | Sold out |
| Monarch Partners Asset Management LLC | 0 | $0 | 0.00% | −78,075−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −74,135−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −31,243−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −29,489−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −24,452−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −21,907−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −18,857−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −14,297−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −13,760−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −12,885−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −9,528−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −8,703−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −8,225−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −8,077−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −7,700−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −7,385−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −7,403−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −394−100.0% | Sold out |
| Elkhorn Partners Limited Partnership | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Agf Investments Inc. | – | – | – | – | Not filed |
| Eaton Vance Management | – | – | – | – | Not filed |
| CPWM, LLC | – | – | – | – | Not filed |