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, Q1 2023
Institutional positions in Jefferies Financial Group Inc. as of Mar 31, 2023. 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
- 464
- −3 vs. Q4 2022
- Shares held
- 148.6M
- −3.04M (−2.0%) vs. Q4 2022
- Total value
- $4.69B
- −$504.9M (−9.7%) vs. Q4 2022
- New holders
- 55
- 140 more added
- Sold out
- 58
- 174 more reduced
4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Jefferies Financial Group Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 20,020,693 | $635.5M | 0.02% | +143,618+0.7% | Added |
| BlackRock Inc. | 17,823,823 | $565.7M | 0.02% | −554,629−3.0% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 10,500,000 | $333.3M | 10.47% | 00.0% | Unchanged |
| State Street Corp | 5,648,524 | $179.3M | 0.01% | +59,732+1.1% | Added |
| First Pacific Advisors, LP | 5,603,701 | $177.9M | 2.76% | −97,467−1.7% | Reduced |
| Dimensional Fund Advisors LP | 4,297,468 | $136.4M | 0.05% | −40,487−0.9% | Reduced |
| LSV Asset Management | 3,743,778 | $118.8M | 0.27% | −154,932−4.0% | Reduced |
| Alliancebernstein L.P. | 3,279,446 | $104.1M | 0.04% | +591,591+22.0% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 3,016,925 | $95.8M | 0.37% | +558,249+22.7% | Added |
| Donald Smith & Co., Inc. | 3,011,573 | $95.6M | 3.52% | −160,713−5.1% | Reduced |
| Geode Capital Management, LLC | 2,636,819 | $83.7M | 0.01% | +37,883+1.5% | Added |
| Bank of New York Mellon Corp | 2,497,347 | $79.3M | 0.02% | −28,827−1.1% | Reduced |
| Captrust Financial Advisors | 2,466,479 | $78.3M | 0.34% | +75,546+3.2% | Added |
| Norges Bank | 2,036,920 | $64.7M | 0.01% | +45,610+2.3% | Added |
| JPMorgan Chase & Co | 2,022,909 | $64.2M | 0.01% | +60,890+3.1% | Added |
| Beck Mack & Oliver LLC | 1,901,003 | $60.3M | 1.74% | −23,664−1.2% | Reduced |
| Northern Trust Corp | 1,827,552 | $58.0M | 0.01% | +114,481+6.7% | Added |
| Citadel Advisors LLC | 1,709,244 | $54.3M | 0.06% | +1,428,186+508.1% | Added |
| Morgan Stanley | 1,608,594 | $51.1M | 0.01% | +281,268+21.2% | Added |
| Private Management Group Inc | 1,453,484 | $46.1M | 2.07% | −118,609−7.5% | Reduced |
| Miller Howard Investments Inc | 1,424,553 | $45.2M | 1.64% | +21,361+1.5% | Added |
| AQR Capital Management LLC | 1,286,604 | $40.3M | 0.09% | +52,079+4.2% | Added |
| Janus Henderson Group PLC | 1,251,531 | $39.7M | 0.03% | +531,005+73.7% | Added |
| Arrowstreet Capital, Limited Partnership | 1,247,856 | $39.6M | 0.05% | −421,415−25.2% | Reduced |
| Moerus Capital Management LLC | 1,222,718 | $38.8M | 11.74% | −81,836−6.3% | Reduced |
| Charles Schwab Investment Management Inc | 1,193,395 | $37.9M | 0.01% | −2,920,149−71.0% | Reduced |
| Millennium Management LLC | 1,108,081 | $35.2M | 0.04% | +908,767+455.9% | Added |
| First Trust Advisors LP | 987,289 | $31.3M | 0.04% | −4,688,618−82.6% | Reduced |
| Burgundy Asset Management Ltd. | 965,629 | $30.6M | 0.38% | −72,422−7.0% | Reduced |
| Wedge Capital Management L L P | 950,148 | $30.2M | 0.51% | +78,940+9.1% | Added |
| Private Capital Management, LLC | 939,160 | $29.8M | 3.55% | +61,280+7.0% | Added |
| Barclays PLC | 878,637 | $27.9M | 0.03% | +780,615+796.4% | Added |
| Ergoteles LLC | 873,441 | $27.7M | 1.08% | +873,441 | New |
| Qube Research & Technologies Ltd | 842,461 | $26.7M | 0.15% | +556,474+194.6% | Added |
| Victory Capital Management Inc | 808,470 | $25.7M | 0.03% | +27,667+3.5% | Added |
| Nuveen Asset Management, LLC | 772,718 | $24.5M | 0.01% | −15,817−2.0% | Reduced |
| Principal Financial Group Inc | 717,883 | $22.8M | 0.02% | −2,372−0.3% | Reduced |
| Hosking Partners LLP | 697,431 | $22.1M | 1.03% | −138,112−16.5% | Reduced |
| Invesco Ltd. | 685,280 | $21.8M | 0.01% | −275,012−28.6% | Reduced |
| Goldman Sachs Group Inc | 664,803 | $21.1M | 0.01% | −899,176−57.5% | Reduced |
| Ceredex Value Advisors LLC | 650,500 | $20.6M | 0.32% | +650,500 | New |
| Mraz, Amerine & Associates, Inc. | 557,411 | $17.7M | 4.35% | +1,580+0.3% | Added |
| Rhumbline Advisers | 543,834 | $17.3M | 0.02% | −16,329−2.9% | Reduced |
| Azora Capital LP | 525,252 | $16.7M | 2.56% | +525,252 | New |
| NewEdge Wealth, LLC | 524,793 | $16.7M | 0.63% | +53,553+11.4% | Added |
| Retirement Systems of Alabama | 523,906 | $16.6M | 0.07% | −25,746−4.7% | Reduced |
| Oppenheimer & Co Inc | 517,947 | $16.4M | 0.35% | +92,403+21.7% | Added |
| Robeco Institutional Asset Management B.V. | 506,082 | $16.1M | 0.04% | +26,155+5.4% | Added |
| Bank of America Corp | 502,887 | $16.0M | 0.00% | −103,665−17.1% | Reduced |
| FMR LLC | 497,470 | $15.8M | 0.00% | −209,788−29.7% | Reduced |
| Legal & General Group Plc | 483,413 | $15.3M | 0.01% | +3,575+0.7% | Added |
| HRT Financial LP | 463,760 | $14.7M | 0.18% | +324,277+232.5% | Added |
| GoodHaven Capital Management, LLC | 454,074 | $14.4M | 9.27% | +1250.0% | Added |
| Ameriprise Financial Inc | 446,929 | $14.2M | 0.00% | −13,064−2.8% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 434,454 | $13.8M | 2.00% | +3,676+0.9% | Added |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 433,558 | $13.8M | 0.00% | 00.0% | Unchanged |
| Robotti Robert | 432,177 | $13.7M | 2.42% | −521−0.1% | Reduced |
| California Public Employees Retirement System | 427,318 | $13.6M | 0.01% | −67,573−13.7% | Reduced |
| UBS Asset Management Americas Inc | 409,508 | $13.0M | 0.01% | +9,292+2.3% | Added |
| Swiss National Bank | 395,400 | $12.5M | 0.01% | −53,600−11.9% | Reduced |
| Two Sigma Advisers, LP | 391,700 | $12.4M | 0.03% | −161,200−29.2% | Reduced |
| First Manhattan Co | 387,462 | $12.3M | 0.05% | −14,006−3.5% | Reduced |
| Gillson Capital LP | 382,478 | $12.1M | 1.01% | +35,703+10.3% | Added |
| Candriam Luxembourg S.C.A. | 407,713 | $11.9M | 0.08% | −96,001−19.1% | Reduced |
| Cubist Systematic Strategies, LLC | 371,563 | $11.8M | 0.11% | +195,490+111.0% | Added |
| Iat Reinsurance Co Ltd. | 360,872 | $11.5M | 2.34% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 355,612 | $11.3M | 0.01% | +3,368+1.0% | Added |
| Assenagon Asset Management S.A. | 354,426 | $11.2M | 0.04% | +354,426 | New |
| Rock Point Advisors, LLC | 345,190 | $11.0M | 3.72% | +18,833+5.8% | Added |
| Mackenzie Financial Corp | 323,688 | $10.3M | 0.02% | +16,167+5.3% | Added |
| American International Group, Inc. | 279,342 | $8.87M | 0.06% | −6,145−2.2% | Reduced |
| Bamco Inc | 270,528 | $8.59M | 0.03% | +259,328+2,315.4% | Added |
| State Board of Administration of Florida Retirement System | 263,504 | $8.36M | 0.02% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 260,705 | $8.28M | 0.02% | −2,333−0.9% | Reduced |
| Colony Group LLC | 256,375 | $8.14M | 0.12% | +12,800+5.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 255,993 | $8.13M | 0.05% | −417−0.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 253,044 | $8.03M | 0.08% | +128,092+102.5% | Added |
| Cambria Investment Management, L.P. | 247,838 | $7.87M | 0.65% | +215,702+671.2% | Added |
| Cinctive Capital Management LP | 244,750 | $7.77M | 0.29% | +244,750 | New |
| California State Teachers Retirement System | 236,656 | $7.51M | 0.01% | −7,243−3.0% | Reduced |
| Susquehanna International Group, LLP | 229,711 | $7.29M | 0.01% | +199,435+658.7% | Added |
| ACR Alpine Capital Research, LLC | 220,812 | $7.01M | 0.29% | −15,227−6.5% | Reduced |
| Merrion Investment Management Co, LLC | 214,514 | $6.81M | 6.50% | −2,202−1.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 213,394 | $6.77M | 0.11% | +6,767+3.3% | Added |
| Tudor Investment Corp Et Al | 209,571 | $6.65M | 0.13% | +128,206+157.6% | Added |
| Canada Pension Plan Investment Board | 208,900 | $6.63M | 0.01% | +10,200+5.1% | Added |
| Franklin Resources Inc | 205,705 | $6.53M | 0.00% | −28,332−12.1% | Reduced |
| Pacifica Capital Investments, LLC | 202,210 | $6.42M | 2.05% | −557,272−73.4% | Reduced |
| Bridgeway Capital Management, LLC | 201,600 | $6.40M | 0.17% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 199,228 | $6.32M | 0.01% | −21,086−9.6% | Reduced |
| Cerity Partners LLC | 197,458 | $6.27M | 0.03% | +197,458 | New |
| Boston Partners | 195,366 | $6.20M | 0.01% | −9,256−4.5% | Reduced |
| Lafayette Investments, Inc. | 190,592 | $6.05M | 1.67% | −1,566−0.8% | Reduced |
| Bank of Montreal | 187,165 | $5.95M | 0.00% | +162,177+649.0% | Added |
| Prudential Financial Inc | 211,820 | $5.94M | 0.01% | −29,114−12.1% | Reduced |
| Deutsche Bank AG | 176,903 | $5.61M | 0.00% | +39,540+28.8% | Added |
| State of Wisconsin Investment Board | 176,381 | $5.60M | 0.02% | −19,902−10.1% | Reduced |
| Waterfront Wealth Inc. | 174,844 | $5.55M | 1.81% | −5,680−3.1% | Reduced |
| Great West Life Assurance Co | 172,399 | $5.47M | 0.01% | −2,457−1.4% | Reduced |
| Credit Suisse AG | 167,479 | $5.32M | 0.01% | −7,825−4.5% | Reduced |