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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.

Institutional holdersQ4 2022: 471 institutions
Q1 2021: 451 institutionsQ2 2021: 433 institutionsQ3 2021: 474 institutionsQ4 2021: 505 institutionsQ1 2022: 473 institutionsQ2 2022: 428 institutionsQ3 2022: 423 institutionsQ4 2022: 471 institutionsQ1 2023: 464 institutionsQ2 2023: 429 institutionsQ3 2023: 439 institutionsQ4 2023: 475 institutionsQ1 2024: 480 institutionsQ2 2024: 493 institutionsQ3 2024: 534 institutionsQ4 2024: 584 institutionsQ1 2025: 564 institutionsQ2 2025: 557 institutionsQ3 2025: 570 institutionsQ4 2025: 597 institutionsQ1 2026: 561 institutionsQ2 2026: 590 institutions
Value heldQ4 2022: $5.20B
Q1 2021: $5.16BQ2 2021: $5.85BQ3 2021: $6.34BQ4 2021: $6.48BQ1 2022: $5.46BQ2 2022: $4.35BQ3 2022: $4.51BQ4 2022: $5.20BQ1 2023: $4.69BQ2 2023: $4.50BQ3 2023: $4.80BQ4 2023: $5.22BQ1 2024: $5.74BQ2 2024: $6.76BQ3 2024: $8.94BQ4 2024: $12.0BQ1 2025: $7.64BQ2 2025: $7.89BQ3 2025: $9.44BQ4 2025: $9.16BQ1 2026: $5.89BQ2 2026: $6.83B
Institutions holding JEF and their total value by quarter
QuarterHoldersValue
Q2 2026590$6.83B
Q1 2026561$5.89B
Q4 2025597$9.16B
Q3 2025570$9.44B
Q2 2025557$7.89B
Q1 2025564$7.64B
Q4 2024584$12.0B
Q3 2024534$8.94B
Q2 2024493$6.76B
Q1 2024480$5.74B
Q4 2023475$5.22B
Q3 2023439$4.80B
Q2 2023429$4.50B
Q1 2023464$4.69B
Q4 2022471$5.20B
Q3 2022423$4.51B
Q2 2022428$4.35B
Q1 2022473$5.46B
Q4 2021505$6.48B
Q3 2021474$6.34B
Q2 2021433$5.85B
Q1 2021451$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.

Institutions holding JEF in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Utah Retirement Systems35,584$1.22M0.02%−800−2.2%Reduced
AMG National Trust Bank34,433$1.18M0.04%+410+1.2%Added
Intrinsic Value Partners, LLC33,673$1.15M1.58%−1,900−5.3%Reduced
Virtus Family Office LLC33,516$1.15M2.57%+3,615+12.1%Added
Cetera Investment Advisers33,047$1.13M0.01%+20,243+158.1%Added
Cambria Investment Management, L.P.32,136$1.10M0.09%+12,360+62.5%Added
Allianz Asset Management GmbH31,825$1.09M0.00%−60,667−65.6%Reduced
First Republic Investment Management, Inc.31,571$1.08M0.00%+5,545+21.3%Added
Hennion & Walsh Asset Management, Inc.31,368$1.07M0.07%−1,592−4.8%Reduced
Teachers Retirement System of the State of Kentucky30,618$1.05M0.01%00.0%Unchanged
Susquehanna International Group, LLP30,276$1.04M0.00%−73,097−70.7%Reduced
Commonwealth Equity Services, LLC30,219$1.03M0.00%−2,635−8.0%Reduced
Farther Finance Advisors, LLC30,131$1.03M0.40%+30,131New
New Mexico Educational Retirement Board30,100$1.03M0.06%00.0%Unchanged
LPL Financial LLC30,088$1.03M0.00%+1,366+4.8%Added
PMC FIG Opportunities LLC30,000$1.03M5.11%+30,000New
Rehmann Capital Advisory Group29,986$1.03M0.11%−2,513−7.7%Reduced
Radnor Capital Management, LLC27,475$1.01M0.25%−100−0.4%Reduced
Wright Investors Service Inc29,323$1.01M0.29%00.0%Unchanged
Moody Aldrich Partners LLC28,744$985.3K0.20%+28,744New
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors28,546$978.5K0.26%+750+2.7%Added
Wellington Shields Capital Management, LLC28,000$959.8K0.12%00.0%Unchanged
Teza Capital Management LLC27,761$951.6K0.18%+15,321+123.2%Added
US Bancorp27,241$933.8K0.00%+188+0.7%Added
Y-Intercept (Hong Kong) Ltd27,034$926.7K0.14%−2,975−9.9%Reduced
Federated Hermes, Inc.26,130$895.7K0.00%−2,893−10.0%Reduced
State of Alaska, Department of Revenue25,646$879.0K0.01%−170−0.7%Reduced
Bank of Montreal24,988$867.1K0.00%+6,021+31.7%Added
ProShare Advisors LLC25,281$866.6K0.00%+2,645+11.7%Added
Xponance, Inc.25,172$862.9K0.01%+2,853+12.8%Added
Westpac Banking Corp25,063$859.2K0.01%−3,658−12.7%Reduced
Mercer Global Advisors Inc24,835$851.0K0.00%−3,257−11.6%Reduced
Parsons Capital Management Inc24,743$848.2K0.07%00.0%Unchanged
Walleye Trading LLC24,693$846.5K0.02%+11,423+86.1%Added
Pictet Asset Management SA23,306$799.0K0.00%+10,592+83.3%Added
SG Americas Securities, LLC23,192$795.0K0.01%+10,671+85.2%Added
Aj Wealth Strategies, LLC22,515$772.0K0.04%00.0%Unchanged
Redmont Wealth Advisors LLC22,363$766.6K0.90%+4,899+28.1%Added
JustInvest LLC22,140$759.0K0.03%+11,969+117.7%Added
Zurcher Kantonalbank (Zurich Cantonalbank)22,039$755.5K0.00%−2,664−10.8%Reduced
Natixis Advisors, L.P.23,008$754.0K0.00%+5,633+32.4%Added
Handelsbanken Fonder AB21,903$751.0K0.00%00.0%Unchanged
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main21,846$748.9K0.00%+21,846New
Equitable Trust Co21,530$738.0K0.06%00.0%Unchanged
Gotham Asset Management, LLC21,216$727.3K0.02%+1,227+6.1%Added
Advisor Partners II, LLC21,196$726.6K0.05%−387−1.8%Reduced
Bank of Nova Scotia20,895$716.3K0.00%+20,895New
Aquatic Capital Management LLC20,800$713.0K0.05%+20,800New
United Services Automobile Association20,697$709.0K0.02%00.0%Unchanged
Jane Street Group, LLC20,477$702.0K0.00%−358,514−94.6%Reduced
Quantinno Capital Management LP19,717$676.0K0.05%+4,101+26.3%Added
Public Employees Retirement Association of Colorado19,619$673.0K0.00%00.0%Unchanged
Moors & Cabot, Inc.19,600$671.9K0.05%+19,600New
Evercore Wealth Management, LLC18,513$634.6K0.01%00.0%Unchanged
Johnson Financial Group, Inc.18,495$634.0K0.05%−31−0.2%Reduced
Vestmark Advisory Solutions, Inc.17,422$597.2K0.03%+300+1.8%Added
Trexquant Investment LP17,303$593.1K0.02%−258,556−93.7%Reduced
Northwestern Mutual Investment Management Company, LLC16,953$581.1K0.02%−9,904−36.9%Reduced
Crossmark Global Holdings, Inc.16,937$581.0K0.01%−1,061−5.9%Reduced
Securian Asset Management, Inc16,834$577.1K0.02%−147−0.9%Reduced
Boenning & Scattergood, Inc.17,566$577.0K0.09%+400+2.3%Added
NorthCrest Asset Manangement, LLC16,800$576.0K0.03%+500+3.1%Added
Sculati Wealth Management, LLC16,380$562.0K0.32%−30,540−65.1%Reduced
Maryland State Retirement & Pension System15,766$540.5K0.02%+15,766New
Cubic Asset Management, LLC15,730$539.2K0.15%−7,860−33.3%Reduced
Citadel Investment Advisory, Inc.15,585$534.0K0.37%00.0%Unchanged
Joel Isaacson & Co., LLC15,500$531.3K0.04%+500+3.3%Added
KWMG, LLC15,466$530.2K0.08%+331+2.2%Added
MBM Wealth Consultants, LLC15,312$524.0K0.25%+15,312New
Shell Asset Management Co15,099$518.0K0.02%−3,166−17.3%Reduced
Ancora Advisors, LLC15,100$518.0K0.02%+6,000+65.9%Added
Silvercrest Asset Management Group LLC15,040$515.6K0.00%00.0%Unchanged
Harbor Advisors LLC15,000$514.2K0.13%00.0%Unchanged
King Luther Capital Management Corp14,858$509.3K0.00%−50−0.3%Reduced
Carmel Capital Partners, LLC14,680$503.2K0.35%+3,500+31.3%Added
Squarepoint Ops LLC14,541$498.5K0.00%−34,401−70.3%Reduced
Huber Capital Management LLC14,100$483.3K0.12%00.0%Unchanged
Davenport & Co LLC13,660$468.0K0.00%+800+6.2%Added
Lido Advisors, LLC13,494$462.6K0.01%+13,494New
Western Wealth Management, LLC13,173$451.6K0.05%−939−6.7%Reduced
Unio Capital LLC13,000$445.6K0.25%+13,000New
Wedbush Securities Inc12,728$436.0K0.02%00.0%Unchanged
Winton Group Ltd12,647$433.5K0.03%−1,512−10.7%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.12,212$417.9K0.00%−758−5.8%Reduced
Jefferies Financial Group Inc.12,173$417.3K0.01%+12,173New
AdvisorShares Investments LLC12,049$413.0K0.12%+12,049New
Ethic Inc.11,786$404.0K0.02%+2,625+28.7%Added
Catalyst Financial Partners LLC11,758$403.1K0.21%+11,758New
HMS Capital Management, LLC11,692$400.8K0.27%−81−0.7%Reduced
Engineers Gate Manager LP11,691$400.8K0.02%+11,691New
National Asset Management, Inc.11,568$396.5K0.01%+708+6.5%Added
Connable Office Inc11,200$384.0K0.05%00.0%Unchanged
Bamco Inc11,200$383.9K0.00%00.0%Unchanged
Creative Planning11,192$383.7K0.00%−128−1.1%Reduced
D. E. Shaw & Co., Inc.11,144$382.0K0.00%−114,619−91.1%Reduced
CBOE Vest Financial, LLC10,852$372.0K0.06%+10,852New
Healthcare of Ontario Pension Plan Trust Fund10,599$363.3K0.00%−19,066−64.3%Reduced
Federation des caisses Desjardins du Quebec10,255$351.5K0.00%00.0%Unchanged
Prescott Group Capital Management, L.L.C.10,000$343.0K0.07%+10,000New
Stratos Wealth Partners, LTD.9,791$335.7K0.01%−21−0.2%Reduced