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 |
|---|---|---|---|---|---|
| MBM Wealth Consultants, LLC | 15,312 | $570.0K | 0.24% | 00.0% | Unchanged |
| Jump Financial, LLC | 18,186 | $577.2K | 0.02% | +18,186 | New |
| Caxton Associates LP | 18,324 | $581.6K | 0.09% | +18,324 | New |
| Vestmark Advisory Solutions, Inc. | 18,404 | $584.2K | 0.03% | +982+5.6% | Added |
| Evercore Wealth Management, LLC | 18,513 | $587.6K | 0.01% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 18,700 | $593.5K | 0.02% | +1,900+11.3% | Added |
| Allianz Asset Management GmbH | 18,734 | $594.6K | 0.00% | −13,091−41.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 18,780 | $596.0K | 0.05% | −28,136−60.0% | Reduced |
| Qsemble Capital Management, LP | 18,900 | $599.9K | 0.40% | +18,900 | New |
| Natixis Advisors, L.P. | 18,972 | $602.0K | 0.00% | −4,036−17.5% | Reduced |
| Westpac Banking Corp | 19,404 | $615.9K | 0.01% | −5,659−22.6% | Reduced |
| Public Employees Retirement Association of Colorado | 19,619 | $623.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 20,300 | $644.0K | 0.04% | −500−2.4% | Reduced |
| Equitable Trust Co | 20,520 | $651.3K | 0.05% | −1,010−4.7% | Reduced |
| National Bank of Canada | 20,565 | $652.4K | 0.00% | −77,017−78.9% | Reduced |
| Aigen Investment Management, LP | 21,500 | $682.4K | 0.09% | +21,500 | New |
| Advisor Partners II, LLC | 21,634 | $686.7K | 0.04% | +438+2.1% | Added |
| Gotham Asset Management, LLC | 21,739 | $690.0K | 0.02% | +523+2.5% | Added |
| Point72 Middle East FZE | 21,796 | $691.8K | 0.04% | +21,796 | New |
| Handelsbanken Fonder AB | 21,903 | $695.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management SA | 22,029 | $699.2K | 0.00% | −1,277−5.5% | Reduced |
| Stifel Financial Corp | 22,183 | $704.1K | 0.00% | −35,785−61.7% | Reduced |
| Cordatus Wealth Management LLC | 22,832 | $725.0K | 0.92% | +22,832 | New |
| Mitsubishi UFJ Trust & Banking Corp | 22,973 | $729.2K | 0.00% | −48,960−68.1% | Reduced |
| First Republic Investment Management, Inc. | 23,191 | $736.1K | 0.00% | −8,380−26.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,629 | $750.0K | 0.00% | +1,590+7.2% | Added |
| Storebrand Asset Management AS | 24,096 | $764.8K | 0.00% | −17,374−41.9% | Reduced |
| Redmont Wealth Advisors LLC | 24,105 | $765.1K | 1.54% | +1,742+7.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 24,300 | $771.3K | 0.00% | +24,300 | New |
| Mercer Global Advisors Inc | 24,433 | $776.0K | 0.00% | −402−1.6% | Reduced |
| Aj Wealth Strategies, LLC | 24,552 | $779.3K | 0.04% | +2,037+9.0% | Added |
| JustInvest LLC | 24,671 | $783.1K | 0.03% | +2,531+11.4% | Added |
| Parsons Capital Management Inc | 24,743 | $785.3K | 0.06% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 24,756 | $786.0K | 0.00% | +24,756 | New |
| Los Angeles Capital Management LLC | 24,866 | $789.2K | 0.00% | +24,866 | New |
| State of Alaska, Department of Revenue | 24,911 | $790.0K | 0.01% | −735−2.9% | Reduced |
| Xponance, Inc. | 24,984 | $793.0K | 0.01% | −188−0.7% | Reduced |
| Federated Hermes, Inc. | 25,241 | $801.1K | 0.00% | −889−3.4% | Reduced |
| Rehmann Capital Advisory Group | 25,888 | $821.7K | 0.08% | −4,098−13.7% | Reduced |
| Prospera Financial Services Inc | 26,200 | $831.6K | 0.03% | +26,200 | New |
| Tower Research Capital LLC (TRC) | 27,431 | $870.0K | 0.03% | +19,735+256.4% | Added |
| Radnor Capital Management, LLC | 27,450 | $871.0K | 0.23% | −25−0.1% | Reduced |
| Wellington Shields Capital Management, LLC | 28,000 | $888.7K | 0.11% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 28,475 | $903.8K | 0.06% | +8,875+45.3% | Added |
| Farther Finance Advisors, LLC | 28,988 | $920.1K | 0.27% | −1,143−3.8% | Reduced |
| Kula Investments, LLC | 29,159 | $925.5K | 0.23% | +29,159 | New |
| Quantinno Capital Management LP | 29,613 | $940.0K | 0.06% | +9,896+50.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 29,726 | $943.5K | 0.01% | +29,726 | New |
| Teachers Retirement System of the State of Kentucky | 30,618 | $972.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 31,460 | $998.5K | 0.00% | +4,219+15.5% | Added |
| BNP Paribas Arbitrage, SA | 32,482 | $1.03M | 0.00% | −110,717−77.3% | Reduced |
| Intrinsic Value Partners, LLC | 32,763 | $1.04M | 1.41% | −910−2.7% | Reduced |
| New Mexico Educational Retirement Board | 33,200 | $1.05M | 0.05% | +3,100+10.3% | Added |
| Virtus Family Office LLC | 33,648 | $1.07M | 2.11% | +132+0.4% | Added |
| Empowered Funds, LLC | 33,681 | $1.07M | 0.06% | +33,681 | New |
| Centennial Bank | 33,960 | $1.08M | 0.70% | −9,304−21.5% | Reduced |
| Nomura Holdings Inc | 34,261 | $1.09M | 0.01% | +34,261 | New |
| HighTower Advisors, LLC | 35,387 | $1.12M | 0.00% | −12,401−26.0% | Reduced |
| Utah Retirement Systems | 35,584 | $1.13M | 0.02% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 35,733 | $1.13M | 0.05% | +24,042+205.6% | Added |
| Citigroup Inc | 36,088 | $1.15M | 0.00% | −9,202−20.3% | Reduced |
| Commonwealth Equity Services, LLC | 36,909 | $1.17M | 0.00% | +6,690+22.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 37,076 | $1.18M | 0.00% | +15,230+69.7% | Added |
| AMG National Trust Bank | 37,550 | $1.19M | 0.04% | +3,117+9.1% | Added |
| Aviva PLC | 37,745 | $1.20M | 0.01% | −50,916−57.4% | Reduced |
| Jefferies Financial Group Inc. | 38,883 | $1.23M | 0.03% | +26,710+219.4% | Added |
| Bard Financial Services, Inc. | 38,925 | $1.24M | 0.10% | −1,250−3.1% | Reduced |
| Safeguard Investment Advisory Group, LLC | 39,437 | $1.25M | 0.60% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 40,140 | $1.27M | 0.03% | +23,187+136.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 41,255 | $1.31M | 0.08% | +9,887+31.5% | Added |
| Neuberger Berman Group LLC | 42,137 | $1.34M | 0.00% | −2,159−4.9% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 42,186 | $1.34M | 0.09% | −52,357−55.4% | Reduced |
| Truist Financial Corp | 42,691 | $1.36M | 0.00% | −44,121−50.8% | Reduced |
| Investors Research Corp | 42,696 | $1.36M | 0.35% | −850−2.0% | Reduced |
| M&T Bank Corp | 43,116 | $1.37M | 0.01% | −375−0.9% | Reduced |
| Moody Aldrich Partners LLC | 43,312 | $1.37M | 0.28% | +14,568+50.7% | Added |
| American Century Companies Inc | 46,404 | $1.42M | 0.00% | +791+1.7% | Added |
| State of Michigan Retirement System | 45,716 | $1.45M | 0.01% | −900−1.9% | Reduced |
| Ameritas Investment Partners, Inc. | 46,062 | $1.46M | 0.06% | −1,253−2.6% | Reduced |
| Trexquant Investment LP | 46,131 | $1.46M | 0.04% | +28,828+166.6% | Added |
| Voya Investment Management LLC | 46,519 | $1.48M | 0.00% | −118,382−71.8% | Reduced |
| Teacher Retirement System of Texas | 46,727 | $1.48M | 0.01% | −944−2.0% | Reduced |
| Thrivent Financial for Lutherans | 47,749 | $1.52M | 0.00% | −1,046−2.1% | Reduced |
| Louisiana State Employees Retirement System | 48,000 | $1.52M | 0.04% | −1,000−2.0% | Reduced |
| Old National Bancorp | 48,336 | $1.53M | 0.05% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 48,951 | $1.55M | 0.03% | −2,021−4.0% | Reduced |
| Redwood Investment Management, LLC | 49,071 | $1.56M | 0.17% | +5,753+13.3% | Added |
| ExodusPoint Capital Management, LP | 49,423 | $1.57M | 0.02% | +49,423 | New |
| BlueCrest Capital Management Ltd | 50,940 | $1.62M | 0.17% | +50,940 | New |
| PGGM Investments | 52,248 | $1.66M | 0.03% | +2,844+5.8% | Added |
| Oregon Public Employees Retirement Fund | 52,801 | $1.68M | 0.02% | −1,126−2.1% | Reduced |
| Algert Global LLC | 53,051 | $1.68M | 0.08% | +7,057+15.3% | Added |
| Arizona State Retirement System | 53,080 | $1.68M | 0.02% | +605+1.2% | Added |
| Quantbot Technologies LP | 53,138 | $1.69M | 0.12% | +53,138 | New |
| CIBC Private Wealth Group, LLC | 53,582 | $1.70M | 0.00% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 55,545 | $1.76M | 0.02% | −120.0% | Reduced |
| Ensign Peak Advisors, Inc | 57,550 | $1.83M | 0.00% | −74,375−56.4% | Reduced |
| HSBC Holdings PLC | 59,460 | $1.88M | 0.00% | −2,624−4.2% | Reduced |
| Alberta Investment Management Corp | 59,500 | $1.89M | 0.02% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 60,503 | $1.92M | 0.02% | −6,932−10.3% | Reduced |