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, Q2 2023
Institutional positions in Jefferies Financial Group Inc. as of Jun 30, 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
- 429
- −32 vs. Q1 2023
- Shares held
- 136.0M
- −12.4M (−8.4%) vs. Q1 2023
- Total value
- $4.50B
- −$187.9M (−4.0%) vs. Q1 2023
- New holders
- 38
- 133 more added
- Sold out
- 70
- 161 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Jefferies Financial Group Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 20,672,045 | $685.7M | 0.02% | +651,352+3.3% | Added |
| BlackRock Inc. | 17,652,170 | $585.5M | 0.02% | −171,653−1.0% | Reduced |
| First Pacific Advisors, LP | 5,512,011 | $182.8M | 2.67% | −91,690−1.6% | Reduced |
| State Street Corp | 5,458,431 | $181.1M | 0.01% | −190,093−3.4% | Reduced |
| Dimensional Fund Advisors LP | 4,311,211 | $143.0M | 0.05% | +13,743+0.3% | Added |
| Alliancebernstein L.P. | 3,662,284 | $121.5M | 0.05% | +382,838+11.7% | Added |
| LSV Asset Management | 3,606,378 | $119.6M | 0.26% | −137,400−3.7% | Reduced |
| Donald Smith & Co., Inc. | 3,008,841 | $99.8M | 3.43% | −2,732−0.1% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 2,977,259 | $98.8M | 0.37% | −39,666−1.3% | Reduced |
| Geode Capital Management, LLC | 2,804,686 | $93.0M | 0.01% | +167,867+6.4% | Added |
| Citadel Advisors LLC | 2,646,527 | $87.8M | 0.10% | +937,283+54.8% | Added |
| Captrust Financial Advisors | 2,583,586 | $85.7M | 0.34% | +117,107+4.7% | Added |
| Bank of New York Mellon Corp | 2,426,491 | $80.5M | 0.02% | −70,856−2.8% | Reduced |
| Norges Bank | 2,086,265 | $69.2M | 0.01% | +49,345+2.4% | Added |
| JPMorgan Chase & Co | 2,046,819 | $67.9M | 0.01% | +23,910+1.2% | Added |
| Northern Trust Corp | 1,904,276 | $63.2M | 0.01% | +76,724+4.2% | Added |
| Beck Mack & Oliver LLC | 1,847,368 | $61.3M | 1.60% | −53,635−2.8% | Reduced |
| Millennium Management LLC | 1,741,881 | $57.8M | 0.06% | +633,800+57.2% | Added |
| Janus Henderson Group PLC | 1,481,744 | $49.1M | 0.03% | +230,213+18.4% | Added |
| Private Management Group Inc | 1,445,791 | $48.0M | 2.04% | −7,693−0.5% | Reduced |
| Miller Howard Investments Inc | 1,427,688 | $47.4M | 1.69% | +3,135+0.2% | Added |
| Morgan Stanley | 1,282,250 | $42.5M | 0.00% | −326,344−20.3% | Reduced |
| Moerus Capital Management LLC | 1,237,855 | $41.1M | 12.02% | +15,137+1.2% | Added |
| Charles Schwab Investment Management Inc | 1,232,330 | $40.9M | 0.01% | +38,935+3.3% | Added |
| Ceredex Value Advisors LLC | 1,198,150 | $39.7M | 0.64% | +547,650+84.2% | Added |
| Arrowstreet Capital, Limited Partnership | 1,084,103 | $36.0M | 0.04% | −163,753−13.1% | Reduced |
| AQR Capital Management LLC | 1,053,148 | $34.9M | 0.07% | −233,456−18.1% | Reduced |
| Nuveen Asset Management, LLC | 1,033,373 | $34.3M | 0.01% | +260,655+33.7% | Added |
| Point72 Asset Management, L.P. | 1,007,400 | $33.4M | 0.12% | +1,002,600+20,887.5% | Added |
| Burgundy Asset Management Ltd. | 988,715 | $32.8M | 0.39% | +23,086+2.4% | Added |
| Private Capital Management, LLC | 952,560 | $31.6M | 3.82% | +13,400+1.4% | Added |
| Gillson Capital LP | 834,517 | $27.7M | 2.44% | +452,039+118.2% | Added |
| Victory Capital Management Inc | 810,289 | $26.9M | 0.03% | +1,819+0.2% | Added |
| Hosking Partners LLP | 756,049 | $25.1M | 1.06% | +58,618+8.4% | Added |
| Principal Financial Group Inc | 702,192 | $23.3M | 0.02% | −15,691−2.2% | Reduced |
| Goldman Sachs Group Inc | 651,923 | $21.6M | 0.01% | −12,880−1.9% | Reduced |
| Invesco Ltd. | 644,144 | $21.4M | 0.01% | −41,136−6.0% | Reduced |
| FMR LLC | 643,328 | $21.3M | 0.00% | +145,858+29.3% | Added |
| Alyeska Investment Group, L.P. | 621,688 | $20.6M | 0.16% | +621,688 | New |
| Balyasny Asset Management LLC | 614,271 | $20.4M | 0.06% | +614,271 | New |
| Mraz, Amerine & Associates, Inc. | 572,051 | $19.0M | 4.46% | +14,640+2.6% | Added |
| Rhumbline Advisers | 566,379 | $18.8M | 0.02% | +22,545+4.1% | Added |
| NewEdge Wealth, LLC | 555,027 | $18.4M | 0.62% | +30,234+5.8% | Added |
| Retirement Systems of Alabama | 528,130 | $17.5M | 0.08% | +4,224+0.8% | Added |
| Qube Research & Technologies Ltd | 513,821 | $17.0M | 0.07% | −328,640−39.0% | Reduced |
| First Trust Advisors LP | 507,788 | $16.8M | 0.02% | −479,501−48.6% | Reduced |
| Oppenheimer & Co Inc | 487,096 | $16.2M | 0.32% | −30,851−6.0% | Reduced |
| Cinctive Capital Management LP | 486,737 | $16.1M | 0.63% | +241,987+98.9% | Added |
| Bank of America Corp | 486,344 | $16.1M | 0.00% | −16,543−3.3% | Reduced |
| Legal & General Group Plc | 481,414 | $16.0M | 0.01% | −1,999−0.4% | Reduced |
| Barclays PLC | 461,726 | $15.3M | 0.01% | −416,911−47.4% | Reduced |
| GoodHaven Capital Management, LLC | 452,908 | $15.0M | 9.00% | −1,166−0.3% | Reduced |
| Ameriprise Financial Inc | 445,198 | $14.8M | 0.00% | −1,731−0.4% | Reduced |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 433,558 | $14.4M | 0.00% | 00.0% | Unchanged |
| Robotti Robert | 429,732 | $14.3M | 2.30% | −2,445−0.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 417,483 | $13.8M | 0.04% | −88,599−17.5% | Reduced |
| UBS Asset Management Americas Inc | 409,508 | $13.0M | 0.01% | 00.0% | Unchanged |
| California Public Employees Retirement System | 388,078 | $12.9M | 0.01% | −39,240−9.2% | Reduced |
| Swiss National Bank | 381,200 | $12.6M | 0.01% | −14,200−3.6% | Reduced |
| Iat Reinsurance Co Ltd. | 360,872 | $12.0M | 2.31% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 349,345 | $11.6M | 3.80% | +4,155+1.2% | Added |
| Fisher Asset Management, LLC | 343,193 | $11.4M | 0.01% | −12,419−3.5% | Reduced |
| Guggenheim Capital LLC | 336,347 | $11.2M | 0.09% | +275,844+455.9% | Added |
| First Manhattan Co | 314,026 | $10.4M | 0.04% | −73,436−19.0% | Reduced |
| Brandywine Global Investment Management, LLC | 291,174 | $9.66M | 0.08% | +148,306+103.8% | Added |
| American International Group, Inc. | 281,765 | $9.35M | 0.06% | +2,423+0.9% | Added |
| Bamco Inc | 279,528 | $9.27M | 0.03% | +9,000+3.3% | Added |
| Colony Group LLC | 262,882 | $8.72M | 0.12% | +6,507+2.5% | Added |
| New York State Teachers Retirement System | 261,892 | $8.69M | 0.02% | +1,187+0.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 256,392 | $8.50M | 0.05% | +399+0.2% | Added |
| State Board of Administration of Florida Retirement System | 248,635 | $8.25M | 0.02% | −14,869−5.6% | Reduced |
| California State Teachers Retirement System | 223,231 | $7.40M | 0.01% | −13,425−5.7% | Reduced |
| Cambria Investment Management, L.P. | 222,748 | $7.39M | 0.61% | −25,090−10.1% | Reduced |
| Pacifica Capital Investments, LLC | 215,439 | $7.15M | 2.20% | +13,229+6.5% | Added |
| Putnam Investments LLC | 214,565 | $7.12M | 0.01% | +214,565 | New |
| Merrion Investment Management Co, LLC | 214,514 | $7.12M | 6.03% | 00.0% | Unchanged |
| ACR Alpine Capital Research, LLC | 211,030 | $7.00M | 0.26% | −9,782−4.4% | Reduced |
| Canada Pension Plan Investment Board | 208,900 | $6.93M | 0.01% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 179,776 | $6.70M | 1.99% | +4,932+2.8% | Added |
| New York State Common Retirement Fund | 200,241 | $6.64M | 0.01% | +1,013+0.5% | Added |
| Bank of Nova Scotia | 196,839 | $6.53M | 0.02% | +196,839 | New |
| Cerity Partners LLC | 192,255 | $6.38M | 0.02% | −5,203−2.6% | Reduced |
| Credit Suisse AG | 191,577 | $6.35M | 0.01% | +24,098+14.4% | Added |
| Lafayette Investments, Inc. | 189,872 | $6.30M | 1.65% | −720−0.4% | Reduced |
| Brookfield Asset Management Inc. | 189,247 | $6.28M | 0.02% | +90,066+90.8% | Added |
| Boston Partners | 188,588 | $6.26M | 0.01% | −6,778−3.5% | Reduced |
| State of Wisconsin Investment Board | 166,650 | $5.53M | 0.02% | −9,731−5.5% | Reduced |
| Bridgeway Capital Management, LLC | 165,800 | $5.50M | 0.13% | −35,800−17.8% | Reduced |
| Great West Life Assurance Co | 164,414 | $5.46M | 0.01% | −7,985−4.6% | Reduced |
| Texas Permanent School Fund | 164,407 | $5.45M | 0.05% | +2,149+1.3% | Added |
| Susquehanna International Group, LLP | 158,717 | $5.26M | 0.01% | −70,994−30.9% | Reduced |
| Gabelli Funds LLC | 157,610 | $5.23M | 0.04% | 00.0% | Unchanged |
| First Wilshire Securities Management Inc | 156,532 | $5.19M | 1.78% | +951+0.6% | Added |
| Allspring Global Investments Holdings, LLC | 153,393 | $5.09M | 0.01% | +5,224+3.5% | Added |
| Beacon Investment Advisory Services, Inc. | 151,724 | $5.03M | 0.23% | −560.0% | Reduced |
| Prudential Financial Inc | 149,765 | $4.97M | 0.01% | −62,055−29.3% | Reduced |
| Deutsche Bank AG | 147,551 | $4.89M | 0.00% | −29,352−16.6% | Reduced |
| Wells Fargo & Company | 147,530 | $4.89M | 0.00% | +3,873+2.7% | Added |
| Manufacturers Life Insurance Company, The | 140,637 | $4.66M | 0.00% | −1,210−0.9% | Reduced |
| Walleye Capital LLC | 139,859 | $4.64M | 0.08% | +6,841+5.1% | Added |