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 |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 60,942 | $1.93M | 0.00% | −32,286−34.6% | Reduced |
| Wittenberg Investment Management, Inc. | 61,959 | $1.97M | 0.73% | −1,000−1.6% | Reduced |
| Jane Street Group, LLC | 64,068 | $2.03M | 0.00% | +43,591+212.9% | Added |
| Kames Capital plc | 64,677 | $2.05M | 0.04% | −11,648−15.3% | Reduced |
| STRS Ohio | 65,118 | $2.07M | 0.01% | +13,023+25.0% | Added |
| Illinois Municipal Retirement Fund | 69,821 | $2.22M | 0.05% | 00.0% | Unchanged |
| Elgethun Capital Management | 71,876 | $2.29M | 0.72% | −5,309−6.9% | Reduced |
| Nisa Investment Advisors, LLC | 76,852 | $2.44M | 0.02% | −3,154−3.9% | Reduced |
| Macquarie Group Ltd | 77,400 | $2.46M | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 78,151 | $2.48M | 0.00% | +6,315+8.8% | Added |
| The PNC Financial Services Group, Inc. | 79,950 | $2.54M | 0.00% | +1,133+1.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 81,491 | $2.59M | 0.02% | −920−1.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 82,832 | $2.63M | 0.06% | −50,545−37.9% | Reduced |
| Commerce Bank | 85,568 | $2.72M | 0.02% | +93+0.1% | Added |
| Treasurer of the State of North Carolina | 86,497 | $2.75M | 0.02% | −460−0.5% | Reduced |
| State of New Jersey Common Pension Fund D | 87,293 | $2.77M | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 88,116 | $2.80M | 0.01% | −6,821−7.2% | Reduced |
| LPL Financial LLC | 93,860 | $2.98M | 0.00% | +63,772+212.0% | Added |
| Ervin Investment Management, LLC | 96,217 | $2.98M | 2.60% | +1,246+1.3% | Added |
| Voloridge Investment Management, LLC | 95,559 | $3.03M | 0.02% | +39,092+69.2% | Added |
| Graham Capital Management, L.P. | 97,678 | $3.10M | 0.11% | +50,151+105.5% | Added |
| State of Tennessee, Treasury Department | 98,465 | $3.13M | 0.01% | +98,465 | New |
| Yousif Capital Management, LLC | 98,933 | $3.14M | 0.04% | −2,180−2.2% | Reduced |
| Brookfield Asset Management Inc. | 99,181 | $3.15M | 0.01% | −74,507−42.9% | Reduced |
| RBF Capital, LLC | 100,000 | $3.17M | 0.23% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 100,000 | $3.17M | 0.37% | 00.0% | Unchanged |
| KBC Group NV | 103,596 | $3.29M | 0.01% | +10,626+11.4% | Added |
| CI Private Wealth, LLC | 103,752 | $3.29M | 0.01% | +11,353+12.3% | Added |
| Intrepid Capital Management Inc | 106,150 | $3.37M | 2.92% | −21,975−17.2% | Reduced |
| Bokf, NA | 106,408 | $3.38M | 0.07% | −21,868−17.0% | Reduced |
| Public Employees Retirement System of Ohio | 107,257 | $3.40M | 0.01% | −5,516−4.9% | Reduced |
| Virginia Retirement Systems Et Al | 109,400 | $3.47M | 0.04% | −31,400−22.3% | Reduced |
| Raymond James & Associates | 110,545 | $3.51M | 0.00% | −7,916−6.7% | Reduced |
| Parsec Financial Management, Inc. | 112,964 | $3.59M | 0.15% | +25,859+29.7% | Added |
| Two Sigma Investments, LP | 113,324 | $3.60M | 0.01% | −315,899−73.6% | Reduced |
| Envestnet Asset Management Inc | 971,338 | $3.61M | 0.00% | +831,088+592.6% | Added |
| MetLife Investment Management | 114,449 | $3.63M | 0.03% | −4,398−3.7% | Reduced |
| Kingsview Wealth Management, LLC | 115,081 | $3.65M | 0.15% | +10,330+9.9% | Added |
| Squarepoint Ops LLC | 118,566 | $3.76M | 0.03% | +104,025+715.4% | Added |
| Karpas Strategies, LLC | 118,645 | $3.77M | 1.33% | −908−0.8% | Reduced |
| SEI Investments Co | 121,482 | $3.86M | 0.01% | +66,551+121.2% | Added |
| Poehling Capital Management, LLC | 121,978 | $3.87M | 1.30% | −494−0.4% | Reduced |
| Edgestream Partners, L.P. | 125,504 | $3.98M | 0.44% | +44,033+54.0% | Added |
| Retirement Group, LLC | 126,782 | $4.02M | 1.84% | +20,660+19.5% | Added |
| Amalgamated Bank | 127,350 | $4.04M | 0.03% | −40,678−24.2% | Reduced |
| Arnhold LLC | 127,677 | $4.05M | 0.46% | 00.0% | Unchanged |
| Prana Capital Management, LP | 128,098 | $4.07M | 0.34% | +128,098 | New |
| Price T Rowe Associates Inc | 129,473 | $4.11M | 0.00% | +5,967+4.8% | Added |
| Centiva Capital, LP | 132,953 | $4.22M | 0.23% | +132,953 | New |
| Walleye Capital LLC | 133,018 | $4.22M | 0.09% | −4,621−3.4% | Reduced |
| Lee Danner & Bass Inc | 133,540 | $4.24M | 0.39% | −1,200−0.9% | Reduced |
| Royal Bank of Canada | 139,340 | $4.42M | 0.00% | −403,254−74.3% | Reduced |
| Manufacturers Life Insurance Company, The | 141,847 | $4.50M | 0.00% | −7,398−5.0% | Reduced |
| Brandywine Global Investment Management, LLC | 142,868 | $4.53M | 0.04% | −14,857−9.4% | Reduced |
| Wells Fargo & Company | 143,657 | $4.56M | 0.00% | +485+0.3% | Added |
| Man Group plc | – | $4.57M | 0.02% | – | – |
| Mutual of America Capital Management LLC | 145,690 | $4.62M | 0.05% | −4,889−3.2% | Reduced |
| Epacria Capital Partners, LLC | 147,462 | $4.68M | 3.67% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 148,169 | $4.70M | 0.01% | −7,681−4.9% | Reduced |
| Beacon Investment Advisory Services, Inc. | 151,780 | $4.82M | 0.23% | +10,766+7.6% | Added |
| First Wilshire Securities Management Inc | 155,581 | $4.94M | 1.68% | −534,488−77.5% | Reduced |
| Gabelli Funds LLC | 157,610 | $5.00M | 0.04% | −3,500−2.2% | Reduced |
| Texas Permanent School Fund | 162,258 | $5.15M | 0.05% | +39,100+31.7% | Added |
| Credit Suisse AG | 167,479 | $5.32M | 0.01% | −7,825−4.5% | Reduced |
| Great West Life Assurance Co | 172,399 | $5.47M | 0.01% | −2,457−1.4% | Reduced |
| Waterfront Wealth Inc. | 174,844 | $5.55M | 1.81% | −5,680−3.1% | Reduced |
| State of Wisconsin Investment Board | 176,381 | $5.60M | 0.02% | −19,902−10.1% | Reduced |
| Deutsche Bank AG | 176,903 | $5.61M | 0.00% | +39,540+28.8% | Added |
| Prudential Financial Inc | 211,820 | $5.94M | 0.01% | −29,114−12.1% | Reduced |
| Bank of Montreal | 187,165 | $5.95M | 0.00% | +162,177+649.0% | Added |
| Lafayette Investments, Inc. | 190,592 | $6.05M | 1.67% | −1,566−0.8% | Reduced |
| Boston Partners | 195,366 | $6.20M | 0.01% | −9,256−4.5% | Reduced |
| Cerity Partners LLC | 197,458 | $6.27M | 0.03% | +197,458 | New |
| New York State Common Retirement Fund | 199,228 | $6.32M | 0.01% | −21,086−9.6% | Reduced |
| Bridgeway Capital Management, LLC | 201,600 | $6.40M | 0.17% | 00.0% | Unchanged |
| Pacifica Capital Investments, LLC | 202,210 | $6.42M | 2.05% | −557,272−73.4% | Reduced |
| Franklin Resources Inc | 205,705 | $6.53M | 0.00% | −28,332−12.1% | Reduced |
| Canada Pension Plan Investment Board | 208,900 | $6.63M | 0.01% | +10,200+5.1% | Added |
| Tudor Investment Corp Et Al | 209,571 | $6.65M | 0.13% | +128,206+157.6% | Added |
| O'Shaughnessy Asset Management, LLC | 213,394 | $6.77M | 0.11% | +6,767+3.3% | Added |
| Merrion Investment Management Co, LLC | 214,514 | $6.81M | 6.50% | −2,202−1.0% | Reduced |
| ACR Alpine Capital Research, LLC | 220,812 | $7.01M | 0.29% | −15,227−6.5% | Reduced |
| Susquehanna International Group, LLP | 229,711 | $7.29M | 0.01% | +199,435+658.7% | Added |
| California State Teachers Retirement System | 236,656 | $7.51M | 0.01% | −7,243−3.0% | Reduced |
| Cinctive Capital Management LP | 244,750 | $7.77M | 0.29% | +244,750 | New |
| Cambria Investment Management, L.P. | 247,838 | $7.87M | 0.65% | +215,702+671.2% | Added |
| Schonfeld Strategic Advisors LLC | 253,044 | $8.03M | 0.08% | +128,092+102.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 255,993 | $8.13M | 0.05% | −417−0.2% | Reduced |
| Colony Group LLC | 256,375 | $8.14M | 0.12% | +12,800+5.3% | Added |
| New York State Teachers Retirement System | 260,705 | $8.28M | 0.02% | −2,333−0.9% | Reduced |
| State Board of Administration of Florida Retirement System | 263,504 | $8.36M | 0.02% | 00.0% | Unchanged |
| Bamco Inc | 270,528 | $8.59M | 0.03% | +259,328+2,315.4% | Added |
| American International Group, Inc. | 279,342 | $8.87M | 0.06% | −6,145−2.2% | Reduced |
| Mackenzie Financial Corp | 323,688 | $10.3M | 0.02% | +16,167+5.3% | Added |
| Rock Point Advisors, LLC | 345,190 | $11.0M | 3.72% | +18,833+5.8% | Added |
| Assenagon Asset Management S.A. | 354,426 | $11.2M | 0.04% | +354,426 | New |
| Fisher Asset Management, LLC | 355,612 | $11.3M | 0.01% | +3,368+1.0% | Added |
| Iat Reinsurance Co Ltd. | 360,872 | $11.5M | 2.34% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 371,563 | $11.8M | 0.11% | +195,490+111.0% | Added |
| Candriam Luxembourg S.C.A. | 407,713 | $11.9M | 0.08% | −96,001−19.1% | Reduced |