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 |
|---|---|---|---|---|---|
| Mutual of America Capital Management LLC | 150,579 | $5.16M | 0.06% | +1,121+0.8% | Added |
| Manufacturers Life Insurance Company, The | 149,245 | $5.12M | 0.00% | −2,669−1.8% | Reduced |
| Epacria Capital Partners, LLC | 147,462 | $5.05M | 4.08% | +147,462 | New |
| BNP Paribas Arbitrage, SA | 143,199 | $4.91M | 0.01% | +55,165+62.7% | Added |
| Wells Fargo & Company | 143,172 | $4.91M | 0.00% | +28,663+25.0% | Added |
| Beacon Investment Advisory Services, Inc. | 141,014 | $4.83M | 0.25% | −2,275−1.6% | Reduced |
| Virginia Retirement Systems Et Al | 140,800 | $4.83M | 0.05% | +65,300+86.5% | Added |
| Envestnet Asset Management Inc | 140,250 | $4.81M | 0.00% | +14,629+11.6% | Added |
| HRT Financial LP | 139,483 | $4.78M | 0.07% | −332,740−70.5% | Reduced |
| Walleye Capital LLC | 137,639 | $4.72M | 0.10% | +99,094+257.1% | Added |
| Deutsche Bank AG | 137,363 | $4.71M | 0.00% | −514−0.4% | Reduced |
| Integrated Advisors Network LLC | 136,284 | $4.67M | 0.30% | +136,284 | New |
| Comerica Bank | 121,814 | $4.67M | 0.04% | −2,465−2.0% | Reduced |
| Lee Danner & Bass Inc | 134,740 | $4.62M | 0.44% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 133,377 | $4.57M | 0.08% | −42,123−24.0% | Reduced |
| Ensign Peak Advisors, Inc | 131,925 | $4.52M | 0.01% | +36,080+37.6% | Added |
| Bokf, NA | 128,276 | $4.40M | 0.08% | +407+0.3% | Added |
| Intrepid Capital Management Inc | 128,125 | $4.39M | 3.79% | 00.0% | Unchanged |
| Arnhold LLC | 127,677 | $4.38M | 0.54% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 124,952 | $4.28M | 0.04% | −91,569−42.3% | Reduced |
| Price T Rowe Associates Inc | 123,506 | $4.23M | 0.00% | +28,954+30.6% | Added |
| Texas Permanent School Fund | 123,158 | $4.22M | 0.06% | −10,582−7.9% | Reduced |
| Poehling Capital Management, LLC | 122,472 | $4.20M | 1.57% | −1,424−1.1% | Reduced |
| Karpas Strategies, LLC | 119,553 | $4.10M | 1.44% | −2,300−1.9% | Reduced |
| MetLife Investment Management | 118,847 | $4.07M | 0.03% | −4,091−3.3% | Reduced |
| Raymond James & Associates | 118,461 | $4.06M | 0.00% | +2,691+2.3% | Added |
| Public Employees Retirement System of Ohio | 112,773 | $3.87M | 0.02% | −3,417−2.9% | Reduced |
| Retirement Group, LLC | 106,122 | $3.64M | 1.77% | +23,097+27.8% | Added |
| Kingsview Wealth Management, LLC | 104,751 | $3.59M | 0.16% | +15,272+17.1% | Added |
| Yousif Capital Management, LLC | 101,113 | $3.47M | 0.05% | −2,449−2.4% | Reduced |
| Marshall Wace, LLP | 100,121 | $3.43M | 0.01% | +40.0% | Added |
| PFS Investments Inc. | 100,101 | $3.43M | 0.06% | +10,617+11.9% | Added |
| 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 |
| Barclays PLC | 98,022 | $3.36M | 0.00% | −16,320−14.3% | Reduced |
| National Bank of Canada | 97,582 | $3.35M | 0.01% | +76,997+374.0% | Added |
| Ervin Investment Management, LLC | 94,971 | $3.26M | 2.96% | +2,254+2.4% | Added |
| Advisor Group Holdings, Inc. | 94,937 | $3.25M | 0.01% | +4,215+4.6% | Added |
| Kiwi Wealth Investments Limited Partnership | 94,543 | $3.24M | 0.22% | −9,924−9.5% | Reduced |
| Russell Investments Group, Ltd. | 93,228 | $3.20M | 0.01% | +39,162+72.4% | Added |
| KBC Group NV | 92,970 | $3.19M | 0.02% | +3,360+3.7% | Added |
| CI Private Wealth, LLC | 92,399 | $3.17M | 0.01% | +92,399 | New |
| Aviva PLC | 88,661 | $3.04M | 0.01% | −11,555−11.5% | Reduced |
| State of New Jersey Common Pension Fund D | 87,293 | $2.99M | 0.01% | −5,881−6.3% | Reduced |
| Parsec Financial Management, Inc. | 87,105 | $2.99M | 0.13% | +16,142+22.7% | Added |
| Treasurer of the State of North Carolina | 86,957 | $2.98M | 0.02% | −190−0.2% | Reduced |
| Truist Financial Corp | 86,812 | $2.98M | 0.01% | +11,768+15.7% | Added |
| Commerce Bank | 85,475 | $2.93M | 0.02% | +230.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 82,411 | $2.83M | 0.02% | +8,680+11.8% | Added |
| Edgestream Partners, L.P. | 81,471 | $2.79M | 0.31% | −35,020−30.1% | Reduced |
| Tudor Investment Corp Et Al | 81,365 | $2.79M | 0.07% | +81,365 | New |
| Nisa Investment Advisors, LLC | 80,006 | $2.74M | 0.02% | −9,000−10.1% | Reduced |
| Alaska Permanent Fund Corp | 79,200 | $2.71M | 0.04% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 78,817 | $2.70M | 0.00% | −1,058−1.3% | Reduced |
| Macquarie Group Ltd | 77,400 | $2.65M | 0.00% | +13,689+21.5% | Added |
| Elgethun Capital Management | 77,185 | $2.63M | 0.95% | −455−0.6% | Reduced |
| Kames Capital plc | 76,325 | $2.62M | 0.05% | +16,352+27.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 71,933 | $2.47M | 0.01% | −2,349−3.2% | Reduced |
| UBS Group AG | 71,836 | $2.46M | 0.00% | +24,072+50.4% | Added |
| Illinois Municipal Retirement Fund | 69,821 | $2.39M | 0.05% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 68,239 | $2.34M | 0.25% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 67,435 | $2.31M | 0.02% | −5,638−7.7% | Reduced |
| Wittenberg Investment Management, Inc. | 62,959 | $2.16M | 0.88% | −437−0.7% | Reduced |
| HSBC Holdings PLC | 62,084 | $2.12M | 0.00% | +7,843+14.5% | Added |
| Alberta Investment Management Corp | 59,500 | $2.04M | 0.02% | 00.0% | Unchanged |
| Stifel Financial Corp | 57,968 | $1.99M | 0.00% | +2,200+3.9% | Added |
| Voloridge Investment Management, LLC | 56,467 | $1.94M | 0.01% | −54,781−49.2% | Reduced |
| Gateway Investment Advisers LLC | 55,557 | $1.90M | 0.02% | −215−0.4% | Reduced |
| SEI Investments Co | 54,931 | $1.88M | 0.00% | −9,188−14.3% | Reduced |
| Oregon Public Employees Retirement Fund | 53,927 | $1.85M | 0.02% | −391−0.7% | Reduced |
| DuPont Capital Management Corp | 53,341 | $1.83M | 0.09% | +6,555+14.0% | Added |
| Ameritas Investment Partners, Inc. | 47,315 | $1.83M | 0.07% | −510−1.1% | Reduced |
| Arizona State Retirement System | 52,475 | $1.80M | 0.02% | +407+0.8% | Added |
| STRS Ohio | 52,095 | $1.78M | 0.01% | +13,823+36.1% | Added |
| Cresset Asset Management, LLC | 50,972 | $1.75M | 0.02% | −649−1.3% | Reduced |
| Mirabella Financial Services LLP | 50,040 | $1.72M | 0.15% | +50,040 | New |
| PGGM Investments | 49,404 | $1.69M | 0.03% | +48+0.1% | Added |
| Louisiana State Employees Retirement System | 49,000 | $1.68M | 0.05% | −500−1.0% | Reduced |
| Thrivent Financial for Lutherans | 48,795 | $1.67M | 0.00% | −423−0.9% | Reduced |
| Old National Bancorp | 48,336 | $1.66M | 0.05% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 47,788 | $1.64M | 0.00% | −9,016−15.9% | Reduced |
| Teacher Retirement System of Texas | 47,671 | $1.63M | 0.01% | −521−1.1% | Reduced |
| Graham Capital Management, L.P. | 47,527 | $1.63M | 0.06% | −45,648−49.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 46,916 | $1.61M | 0.16% | −43,784−48.3% | Reduced |
| State of Michigan Retirement System | 46,616 | $1.60M | 0.01% | −300−0.6% | Reduced |
| Algert Global LLC | 45,994 | $1.58M | 0.09% | −60,030−56.6% | Reduced |
| American Century Companies Inc | 45,613 | $1.56M | 0.00% | +838+1.9% | Added |
| TBH Global Asset Management, LLC | 45,327 | $1.55M | 0.38% | −1,926−4.1% | Reduced |
| Citigroup Inc | 45,290 | $1.55M | 0.00% | −17,292−27.6% | Reduced |
| Neuberger Berman Group LLC | 44,296 | $1.52M | 0.00% | −89−0.2% | Reduced |
| Investors Research Corp | 43,546 | $1.49M | 0.40% | −300−0.7% | Reduced |
| M&T Bank Corp | 43,491 | $1.49M | 0.01% | +12,090+38.5% | Added |
| Redwood Investment Management, LLC | 43,318 | $1.49M | 0.20% | +158+0.4% | Added |
| Centennial Bank | 43,264 | $1.48M | 0.85% | +43,264 | New |
| Pacer Advisors, Inc. | 42,918 | $1.47M | 0.01% | +42,918 | New |
| Baird Financial Group, Inc. | 42,640 | $1.46M | 0.00% | −9,403−18.1% | Reduced |
| Storebrand Asset Management AS | 41,470 | $1.42M | 0.01% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 40,175 | $1.38M | 0.12% | −5,450−11.9% | Reduced |
| Safeguard Investment Advisory Group, LLC | 39,437 | $1.35M | 0.83% | 00.0% | Unchanged |
| Hartford Investment Management Co | 39,111 | $1.34M | 0.04% | 00.0% | Unchanged |