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 |
|---|---|---|---|---|---|
| Texas Permanent School Fund | 162,258 | $5.15M | 0.05% | +39,100+31.7% | Added |
| Gabelli Funds LLC | 157,610 | $5.00M | 0.04% | −3,500−2.2% | Reduced |
| First Wilshire Securities Management Inc | 155,581 | $4.94M | 1.68% | −534,488−77.5% | Reduced |
| Beacon Investment Advisory Services, Inc. | 151,780 | $4.82M | 0.23% | +10,766+7.6% | Added |
| Allspring Global Investments Holdings, LLC | 148,169 | $4.70M | 0.01% | −7,681−4.9% | Reduced |
| Epacria Capital Partners, LLC | 147,462 | $4.68M | 3.67% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 145,690 | $4.62M | 0.05% | −4,889−3.2% | Reduced |
| Man Group plc | – | $4.57M | 0.02% | – | – |
| Wells Fargo & Company | 143,657 | $4.56M | 0.00% | +485+0.3% | Added |
| Brandywine Global Investment Management, LLC | 142,868 | $4.53M | 0.04% | −14,857−9.4% | Reduced |
| Manufacturers Life Insurance Company, The | 141,847 | $4.50M | 0.00% | −7,398−5.0% | Reduced |
| Royal Bank of Canada | 139,340 | $4.42M | 0.00% | −403,254−74.3% | Reduced |
| Lee Danner & Bass Inc | 133,540 | $4.24M | 0.39% | −1,200−0.9% | Reduced |
| Walleye Capital LLC | 133,018 | $4.22M | 0.09% | −4,621−3.4% | Reduced |
| Centiva Capital, LP | 132,953 | $4.22M | 0.23% | +132,953 | New |
| Price T Rowe Associates Inc | 129,473 | $4.11M | 0.00% | +5,967+4.8% | Added |
| Prana Capital Management, LP | 128,098 | $4.07M | 0.34% | +128,098 | New |
| Arnhold LLC | 127,677 | $4.05M | 0.46% | 00.0% | Unchanged |
| Amalgamated Bank | 127,350 | $4.04M | 0.03% | −40,678−24.2% | Reduced |
| Retirement Group, LLC | 126,782 | $4.02M | 1.84% | +20,660+19.5% | Added |
| Edgestream Partners, L.P. | 125,504 | $3.98M | 0.44% | +44,033+54.0% | Added |
| Poehling Capital Management, LLC | 121,978 | $3.87M | 1.30% | −494−0.4% | Reduced |
| SEI Investments Co | 121,482 | $3.86M | 0.01% | +66,551+121.2% | Added |
| Karpas Strategies, LLC | 118,645 | $3.77M | 1.33% | −908−0.8% | Reduced |
| Squarepoint Ops LLC | 118,566 | $3.76M | 0.03% | +104,025+715.4% | Added |
| Kingsview Wealth Management, LLC | 115,081 | $3.65M | 0.15% | +10,330+9.9% | Added |
| MetLife Investment Management | 114,449 | $3.63M | 0.03% | −4,398−3.7% | Reduced |
| Envestnet Asset Management Inc | 971,338 | $3.61M | 0.00% | +831,088+592.6% | Added |
| Two Sigma Investments, LP | 113,324 | $3.60M | 0.01% | −315,899−73.6% | Reduced |
| Parsec Financial Management, Inc. | 112,964 | $3.59M | 0.15% | +25,859+29.7% | Added |
| Raymond James & Associates | 110,545 | $3.51M | 0.00% | −7,916−6.7% | Reduced |
| Virginia Retirement Systems Et Al | 109,400 | $3.47M | 0.04% | −31,400−22.3% | Reduced |
| Public Employees Retirement System of Ohio | 107,257 | $3.40M | 0.01% | −5,516−4.9% | Reduced |
| Bokf, NA | 106,408 | $3.38M | 0.07% | −21,868−17.0% | Reduced |
| Intrepid Capital Management Inc | 106,150 | $3.37M | 2.92% | −21,975−17.2% | Reduced |
| CI Private Wealth, LLC | 103,752 | $3.29M | 0.01% | +11,353+12.3% | Added |
| KBC Group NV | 103,596 | $3.29M | 0.01% | +10,626+11.4% | Added |
| 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 |
| Brookfield Asset Management Inc. | 99,181 | $3.15M | 0.01% | −74,507−42.9% | Reduced |
| Yousif Capital Management, LLC | 98,933 | $3.14M | 0.04% | −2,180−2.2% | Reduced |
| State of Tennessee, Treasury Department | 98,465 | $3.13M | 0.01% | +98,465 | New |
| Graham Capital Management, L.P. | 97,678 | $3.10M | 0.11% | +50,151+105.5% | Added |
| Voloridge Investment Management, LLC | 95,559 | $3.03M | 0.02% | +39,092+69.2% | Added |
| Ervin Investment Management, LLC | 96,217 | $2.98M | 2.60% | +1,246+1.3% | Added |
| LPL Financial LLC | 93,860 | $2.98M | 0.00% | +63,772+212.0% | Added |
| Advisor Group Holdings, Inc. | 88,116 | $2.80M | 0.01% | −6,821−7.2% | Reduced |
| State of New Jersey Common Pension Fund D | 87,293 | $2.77M | 0.01% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 86,497 | $2.75M | 0.02% | −460−0.5% | Reduced |
| Commerce Bank | 85,568 | $2.72M | 0.02% | +93+0.1% | Added |
| Susquehanna Fundamental Investments, LLC | 82,832 | $2.63M | 0.06% | −50,545−37.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 81,491 | $2.59M | 0.02% | −920−1.1% | Reduced |
| The PNC Financial Services Group, Inc. | 79,950 | $2.54M | 0.00% | +1,133+1.4% | Added |
| UBS Group AG | 78,151 | $2.48M | 0.00% | +6,315+8.8% | Added |
| Macquarie Group Ltd | 77,400 | $2.46M | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 76,852 | $2.44M | 0.02% | −3,154−3.9% | Reduced |
| Elgethun Capital Management | 71,876 | $2.29M | 0.72% | −5,309−6.9% | Reduced |
| Illinois Municipal Retirement Fund | 69,821 | $2.22M | 0.05% | 00.0% | Unchanged |
| STRS Ohio | 65,118 | $2.07M | 0.01% | +13,023+25.0% | Added |
| Kames Capital plc | 64,677 | $2.05M | 0.04% | −11,648−15.3% | Reduced |
| Jane Street Group, LLC | 64,068 | $2.03M | 0.00% | +43,591+212.9% | Added |
| Wittenberg Investment Management, Inc. | 61,959 | $1.97M | 0.73% | −1,000−1.6% | Reduced |
| Russell Investments Group, Ltd. | 60,942 | $1.93M | 0.00% | −32,286−34.6% | Reduced |
| Guggenheim Capital LLC | 60,503 | $1.92M | 0.02% | −6,932−10.3% | Reduced |
| Alberta Investment Management Corp | 59,500 | $1.89M | 0.02% | 00.0% | Unchanged |
| HSBC Holdings PLC | 59,460 | $1.88M | 0.00% | −2,624−4.2% | Reduced |
| Ensign Peak Advisors, Inc | 57,550 | $1.83M | 0.00% | −74,375−56.4% | Reduced |
| Gateway Investment Advisers LLC | 55,545 | $1.76M | 0.02% | −120.0% | Reduced |
| CIBC Private Wealth Group, LLC | 53,582 | $1.70M | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 53,138 | $1.69M | 0.12% | +53,138 | New |
| Arizona State Retirement System | 53,080 | $1.68M | 0.02% | +605+1.2% | Added |
| Algert Global LLC | 53,051 | $1.68M | 0.08% | +7,057+15.3% | Added |
| Oregon Public Employees Retirement Fund | 52,801 | $1.68M | 0.02% | −1,126−2.1% | Reduced |
| PGGM Investments | 52,248 | $1.66M | 0.03% | +2,844+5.8% | Added |
| BlueCrest Capital Management Ltd | 50,940 | $1.62M | 0.17% | +50,940 | New |
| ExodusPoint Capital Management, LP | 49,423 | $1.57M | 0.02% | +49,423 | New |
| Redwood Investment Management, LLC | 49,071 | $1.56M | 0.17% | +5,753+13.3% | Added |
| Cresset Asset Management, LLC | 48,951 | $1.55M | 0.03% | −2,021−4.0% | Reduced |
| Old National Bancorp | 48,336 | $1.53M | 0.05% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 48,000 | $1.52M | 0.04% | −1,000−2.0% | Reduced |
| Thrivent Financial for Lutherans | 47,749 | $1.52M | 0.00% | −1,046−2.1% | Reduced |
| Teacher Retirement System of Texas | 46,727 | $1.48M | 0.01% | −944−2.0% | Reduced |
| Voya Investment Management LLC | 46,519 | $1.48M | 0.00% | −118,382−71.8% | Reduced |
| Trexquant Investment LP | 46,131 | $1.46M | 0.04% | +28,828+166.6% | Added |
| Ameritas Investment Partners, Inc. | 46,062 | $1.46M | 0.06% | −1,253−2.6% | Reduced |
| State of Michigan Retirement System | 45,716 | $1.45M | 0.01% | −900−1.9% | Reduced |
| American Century Companies Inc | 46,404 | $1.42M | 0.00% | +791+1.7% | Added |
| Moody Aldrich Partners LLC | 43,312 | $1.37M | 0.28% | +14,568+50.7% | Added |
| M&T Bank Corp | 43,116 | $1.37M | 0.01% | −375−0.9% | Reduced |
| Investors Research Corp | 42,696 | $1.36M | 0.35% | −850−2.0% | Reduced |
| Truist Financial Corp | 42,691 | $1.36M | 0.00% | −44,121−50.8% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 42,186 | $1.34M | 0.09% | −52,357−55.4% | Reduced |
| Neuberger Berman Group LLC | 42,137 | $1.34M | 0.00% | −2,159−4.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 41,255 | $1.31M | 0.08% | +9,887+31.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 40,140 | $1.27M | 0.03% | +23,187+136.8% | Added |
| Safeguard Investment Advisory Group, LLC | 39,437 | $1.25M | 0.60% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 38,925 | $1.24M | 0.10% | −1,250−3.1% | Reduced |
| Jefferies Financial Group Inc. | 38,883 | $1.23M | 0.03% | +26,710+219.4% | Added |
| Aviva PLC | 37,745 | $1.20M | 0.01% | −50,916−57.4% | Reduced |
| AMG National Trust Bank | 37,550 | $1.19M | 0.04% | +3,117+9.1% | Added |