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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, 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.

Institutional holdersQ1 2023: 464 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 heldQ1 2023: $4.69B
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, Q1 2023

Shares, value and share of portfolio for each institution holding Jefferies Financial Group Inc.; share changes are against Q4 2022.

Institutions holding JEF in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main37,076$1.18M0.00%+15,230+69.7%Added
Commonwealth Equity Services, LLC36,909$1.17M0.00%+6,690+22.1%Added
Citigroup Inc36,088$1.15M0.00%−9,202−20.3%Reduced
Engineers Gate Manager LP35,733$1.13M0.05%+24,042+205.6%Added
Utah Retirement Systems35,584$1.13M0.02%00.0%Unchanged
HighTower Advisors, LLC35,387$1.12M0.00%−12,401−26.0%Reduced
Nomura Holdings Inc34,261$1.09M0.01%+34,261New
Centennial Bank33,960$1.08M0.70%−9,304−21.5%Reduced
Empowered Funds, LLC33,681$1.07M0.06%+33,681New
Virtus Family Office LLC33,648$1.07M2.11%+132+0.4%Added
New Mexico Educational Retirement Board33,200$1.05M0.05%+3,100+10.3%Added
Intrinsic Value Partners, LLC32,763$1.04M1.41%−910−2.7%Reduced
BNP Paribas Arbitrage, SA32,482$1.03M0.00%−110,717−77.3%Reduced
US Bancorp31,460$998.5K0.00%+4,219+15.5%Added
Teachers Retirement System of the State of Kentucky30,618$972.0K0.01%00.0%Unchanged
Connor, Clark & Lunn Investment Management Ltd.29,726$943.5K0.01%+29,726New
Quantinno Capital Management LP29,613$940.0K0.06%+9,896+50.2%Added
Kula Investments, LLC29,159$925.5K0.23%+29,159New
Farther Finance Advisors, LLC28,988$920.1K0.27%−1,143−3.8%Reduced
Moors & Cabot, Inc.28,475$903.8K0.06%+8,875+45.3%Added
Wellington Shields Capital Management, LLC28,000$888.7K0.11%00.0%Unchanged
Radnor Capital Management, LLC27,450$871.0K0.23%−25−0.1%Reduced
Tower Research Capital LLC (TRC)27,431$870.0K0.03%+19,735+256.4%Added
Prospera Financial Services Inc26,200$831.6K0.03%+26,200New
Rehmann Capital Advisory Group25,888$821.7K0.08%−4,098−13.7%Reduced
Federated Hermes, Inc.25,241$801.1K0.00%−889−3.4%Reduced
Xponance, Inc.24,984$793.0K0.01%−188−0.7%Reduced
State of Alaska, Department of Revenue24,911$790.0K0.01%−735−2.9%Reduced
Los Angeles Capital Management LLC24,866$789.2K0.00%+24,866New
Janney Montgomery Scott LLC24,756$786.0K0.00%+24,756New
Parsons Capital Management Inc24,743$785.3K0.06%00.0%Unchanged
JustInvest LLC24,671$783.1K0.03%+2,531+11.4%Added
Aj Wealth Strategies, LLC24,552$779.3K0.04%+2,037+9.0%Added
Mercer Global Advisors Inc24,433$776.0K0.00%−402−1.6%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC24,300$771.3K0.00%+24,300New
Redmont Wealth Advisors LLC24,105$765.1K1.54%+1,742+7.8%Added
Storebrand Asset Management AS24,096$764.8K0.00%−17,374−41.9%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)23,629$750.0K0.00%+1,590+7.2%Added
First Republic Investment Management, Inc.23,191$736.1K0.00%−8,380−26.5%Reduced
Mitsubishi UFJ Trust & Banking Corp22,973$729.2K0.00%−48,960−68.1%Reduced
Cordatus Wealth Management LLC22,832$725.0K0.92%+22,832New
Stifel Financial Corp22,183$704.1K0.00%−35,785−61.7%Reduced
Pictet Asset Management SA22,029$699.2K0.00%−1,277−5.5%Reduced
Handelsbanken Fonder AB21,903$695.0K0.00%00.0%Unchanged
Point72 Middle East FZE21,796$691.8K0.04%+21,796New
Gotham Asset Management, LLC21,739$690.0K0.02%+523+2.5%Added
Advisor Partners II, LLC21,634$686.7K0.04%+438+2.1%Added
Aigen Investment Management, LP21,500$682.4K0.09%+21,500New
National Bank of Canada20,565$652.4K0.00%−77,017−78.9%Reduced
Equitable Trust Co20,520$651.3K0.05%−1,010−4.7%Reduced
Aquatic Capital Management LLC20,300$644.0K0.04%−500−2.4%Reduced
Public Employees Retirement Association of Colorado19,619$623.0K0.00%00.0%Unchanged
Westpac Banking Corp19,404$615.9K0.01%−5,659−22.6%Reduced
Natixis Advisors, L.P.18,972$602.0K0.00%−4,036−17.5%Reduced
Qsemble Capital Management, LP18,900$599.9K0.40%+18,900New
Dynamic Technology Lab Private Ltd18,780$596.0K0.05%−28,136−60.0%Reduced
Allianz Asset Management GmbH18,734$594.6K0.00%−13,091−41.1%Reduced
NorthCrest Asset Manangement, LLC18,700$593.5K0.02%+1,900+11.3%Added
Evercore Wealth Management, LLC18,513$587.6K0.01%00.0%Unchanged
Vestmark Advisory Solutions, Inc.18,404$584.2K0.03%+982+5.6%Added
Caxton Associates LP18,324$581.6K0.09%+18,324New
Jump Financial, LLC18,186$577.2K0.02%+18,186New
MBM Wealth Consultants, LLC15,312$570.0K0.24%00.0%Unchanged
Johnson Financial Group, Inc.17,004$539.7K0.04%−1,491−8.1%Reduced
BI Asset Management Fondsmaeglerselskab A/S16,730$531.0K0.01%+16,730New
Harbour Capital Advisors, LLC16,740$530.7K0.16%+16,740New
Crossmark Global Holdings, Inc.16,623$528.0K0.01%−314−1.9%Reduced
Securian Asset Management, Inc16,477$523.0K0.01%−357−2.1%Reduced
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors16,499$511.1K0.13%−12,047−42.2%Reduced
Cetera Investment Advisers15,880$504.0K0.00%−17,167−51.9%Reduced
Maryland State Retirement & Pension System15,766$500.4K0.01%00.0%Unchanged
KWMG, LLC15,656$496.9K0.07%+190+1.2%Added
Citadel Investment Advisory, Inc.15,585$495.0K0.34%00.0%Unchanged
Cubic Asset Management, LLC15,585$494.7K0.14%−145−0.9%Reduced
Joel Isaacson & Co., LLC15,500$492.0K0.04%00.0%Unchanged
SG Americas Securities, LLC15,287$485.0K0.01%−7,905−34.1%Reduced
Ancora Advisors, LLC15,100$479.3K0.01%00.0%Unchanged
Shell Asset Management Co15,047$478.0K0.02%−52−0.3%Reduced
Harbor Advisors LLC15,000$476.1K0.11%00.0%Unchanged
King Luther Capital Management Corp14,858$471.6K0.00%00.0%Unchanged
Silvercrest Asset Management Group LLC14,695$466.4K0.00%−345−2.3%Reduced
Carmel Capital Partners, LLC14,400$457.1K0.27%−280−1.9%Reduced
Twin Tree Management, LP13,495$428.3K0.01%+13,495New
D. E. Shaw & Co., Inc.13,401$425.3K0.00%+2,257+20.3%Added
Western Wealth Management, LLC13,277$421.4K0.04%+104+0.8%Added
Creative Planning12,597$399.8K0.00%+1,405+12.6%Added
Winton Group Ltd12,463$395.6K0.02%−184−1.5%Reduced
Maverick Capital LtdSuperinvestorMaverick Capital12,182$386.7K0.01%+12,182New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.12,019$381.5K0.00%−193−1.6%Reduced
Catalyst Financial Partners LLC11,789$374.2K0.16%+31+0.3%Added
Ethic Inc.11,568$367.2K0.01%−218−1.8%Reduced
Fox Run Management, L.L.C.11,334$359.7K0.12%+11,334New
Mariner, LLC11,253$357.0K0.00%+2,604+30.1%Added
Connable Office Inc11,200$355.5K0.05%00.0%Unchanged
PEAK6 Investments LLC11,200$355.5K0.02%+6,752+151.8%Added
Quadrature Capital Ltd11,153$353.8K0.01%+11,153New
Wellington Management Group LLP11,023$349.9K0.00%+3,665+49.8%Added
United Services Automobile Association10,994$348.9K0.01%−9,703−46.9%Reduced
ProShare Advisors LLC10,764$341.6K0.00%−14,517−57.4%Reduced
Verition Fund Management LLC10,587$336.0K0.01%+2,976+39.1%Added