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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 21,479 | $712.5K | 0.00% | −3,762−14.9% | Reduced |
| Pictet Asset Management SA | 21,495 | $713.0K | 0.00% | −534−2.4% | Reduced |
| Caxton Associates LP | 21,944 | $727.9K | 0.11% | +3,620+19.8% | Added |
| Advisor Partners II, LLC | 22,067 | $732.0K | 0.03% | +433+2.0% | Added |
| State of Alaska, Department of Revenue | 23,144 | $767.0K | 0.01% | −1,767−7.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 23,214 | $770.0K | 0.01% | −190,180−89.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,237 | $770.8K | 0.00% | −392−1.7% | Reduced |
| Engineers Gate Manager LP | 23,905 | $792.9K | 0.03% | −11,828−33.1% | Reduced |
| Storebrand Asset Management AS | 24,096 | $799.3K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 24,124 | $800.2K | 0.02% | −547−2.2% | Reduced |
| Xponance, Inc. | 24,324 | $806.8K | 0.01% | −660−2.6% | Reduced |
| Parsons Capital Management Inc | 24,743 | $820.7K | 0.06% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 25,445 | $844.0K | 0.00% | −7,037−21.7% | Reduced |
| Voya Investment Management LLC | 25,603 | $849.3K | 0.00% | −20,916−45.0% | Reduced |
| Redmont Wealth Advisors LLC | 26,154 | $867.5K | 1.49% | +2,049+8.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 26,247 | $870.6K | 0.00% | +26,247 | New |
| Mercer Global Advisors Inc | 27,333 | $907.0K | 0.00% | +2,900+11.9% | Added |
| Radnor Capital Management, LLC | 27,450 | $911.0K | 0.39% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 27,789 | $922.0K | 0.00% | +8,817+46.5% | Added |
| Wellington Shields Capital Management, LLC | 28,000 | $928.8K | 0.11% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 28,070 | $931.1K | 0.01% | −90,496−76.3% | Reduced |
| Truist Financial Corp | 29,079 | $964.6K | 0.00% | −13,612−31.9% | Reduced |
| Centennial Bank | 29,880 | $991.1K | 0.67% | −4,080−12.0% | Reduced |
| Cipher Capital LP | 30,079 | $997.7K | 0.17% | +30,079 | New |
| SG Americas Securities, LLC | 30,135 | $1.00M | 0.01% | +14,848+97.1% | Added |
| Farther Finance Advisors, LLC | 30,435 | $1.01M | 0.22% | +1,447+5.0% | Added |
| Aj Wealth Strategies, LLC | 31,337 | $1.04M | 0.05% | +6,785+27.6% | Added |
| US Bancorp | 31,423 | $1.04M | 0.00% | −37−0.1% | Reduced |
| Teacher Retirement System of Texas | 31,659 | $1.05M | 0.01% | −15,068−32.2% | Reduced |
| UBS Group AG | 32,587 | $1.08M | 0.00% | −45,564−58.3% | Reduced |
| Intrinsic Value Partners, LLC | 32,713 | $1.09M | 1.37% | −50−0.2% | Reduced |
| Graham Capital Management, L.P. | 33,023 | $1.10M | 0.04% | −64,655−66.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 33,685 | $1.12M | 0.01% | +3,067+10.0% | Added |
| Moors & Cabot, Inc. | 34,025 | $1.13M | 0.07% | +5,550+19.5% | Added |
| Utah Retirement Systems | 34,384 | $1.14M | 0.02% | −1,200−3.4% | Reduced |
| DRW Securities, LLC | 35,500 | $1.18M | 0.09% | +35,500 | New |
| Laurion Capital Management LP | 35,922 | $1.19M | 0.05% | +27,589+331.1% | Added |
| Empowered Funds, LLC | 35,982 | $1.19M | 0.04% | +2,301+6.8% | Added |
| EA Series Trust | 35,982 | $1.19M | 0.04% | +35,982 | New |
| Commonwealth Equity Services, LLC | 36,021 | $1.20M | 0.00% | −888−2.4% | Reduced |
| HighTower Advisors, LLC | 35,982 | $1.20M | 0.00% | +595+1.7% | Added |
| New Mexico Educational Retirement Board | 37,000 | $1.23M | 0.05% | +3,800+11.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 37,076 | $1.23M | 0.00% | 00.0% | Unchanged |
| AMG National Trust Bank | 37,201 | $1.23M | 0.04% | −349−0.9% | Reduced |
| Bard Financial Services, Inc. | 37,925 | $1.26M | 0.10% | −1,000−2.6% | Reduced |
| Citigroup Inc | 38,933 | $1.29M | 0.00% | +2,845+7.9% | Added |
| Handelsbanken Fonder AB | 39,203 | $1.30M | 0.01% | +17,300+79.0% | Added |
| Safeguard Investment Advisory Group, LLC | 39,437 | $1.31M | 0.56% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 40,402 | $1.34M | 0.00% | −1,735−4.1% | Reduced |
| AlphaCore Capital LLC | 40,519 | $1.34M | 0.22% | +40,519 | New |
| Quantinno Capital Management LP | 40,564 | $1.35M | 0.08% | +10,951+37.0% | Added |
| Pacer Advisors, Inc. | 40,670 | $1.35M | 0.01% | +31,371+337.4% | Added |
| M&T Bank Corp | 41,114 | $1.36M | 0.01% | −2,002−4.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 41,497 | $1.38M | 0.04% | +1,357+3.4% | Added |
| Kiwi Wealth Investments Limited Partnership | 42,186 | $1.40M | 0.09% | 00.0% | Unchanged |
| Investors Research Corp | 42,296 | $1.40M | 0.35% | −400−0.9% | Reduced |
| Allianz Asset Management GmbH | 44,883 | $1.49M | 0.00% | +26,149+139.6% | Added |
| American Century Companies Inc | 45,470 | $1.51M | 0.00% | −934−2.0% | Reduced |
| Bokf, NA | 45,721 | $1.52M | 0.03% | −60,687−57.0% | Reduced |
| Panagora Asset Management Inc | 45,849 | $1.52M | 0.01% | +45,849 | New |
| State of Michigan Retirement System | 46,016 | $1.53M | 0.01% | +300+0.7% | Added |
| Ameritas Investment Partners, Inc. | 46,630 | $1.55M | 0.06% | +568+1.2% | Added |
| PGGM Investments | 46,955 | $1.56M | 0.03% | −5,293−10.1% | Reduced |
| Ergoteles LLC | 47,679 | $1.58M | 0.08% | −825,762−94.5% | Reduced |
| Thrivent Financial for Lutherans | 48,195 | $1.60M | 0.00% | +446+0.9% | Added |
| Old National Bancorp | 48,336 | $1.60M | 0.05% | 00.0% | Unchanged |
| Arizona State Retirement System | 49,177 | $1.63M | 0.01% | −3,903−7.4% | Reduced |
| Shay Capital LLC | 50,000 | $1.66M | 0.58% | +50,000 | New |
| Mackenzie Financial Corp | 49,645 | $1.67M | 0.00% | −274,043−84.7% | Reduced |
| HSBC Holdings PLC | 50,600 | $1.70M | 0.00% | −8,860−14.9% | Reduced |
| Ensign Peak Advisors, Inc | 52,770 | $1.75M | 0.00% | −4,780−8.3% | Reduced |
| STRS Ohio | 53,278 | $1.77M | 0.01% | −11,840−18.2% | Reduced |
| Oregon Public Employees Retirement Fund | 53,901 | $1.79M | 0.02% | +1,100+2.1% | Added |
| CIBC Private Wealth Group, LLC | 54,089 | $1.79M | 0.00% | +507+0.9% | Added |
| Louisiana State Employees Retirement System | 54,500 | $1.81M | 0.04% | +6,500+13.5% | Added |
| Gateway Investment Advisers LLC | 55,545 | $1.84M | 0.02% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 56,793 | $1.88M | 0.68% | −5,166−8.3% | Reduced |
| Alberta Investment Management Corp | 59,500 | $1.97M | 0.02% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 59,675 | $1.98M | 0.12% | +18,420+44.6% | Added |
| Moody Aldrich Partners LLC | 61,978 | $2.06M | 0.40% | +18,666+43.1% | Added |
| Cresset Asset Management, LLC | 61,986 | $2.06M | 0.01% | +13,035+26.6% | Added |
| Illinois Municipal Retirement Fund | 69,821 | $2.32M | 0.05% | 00.0% | Unchanged |
| Elgethun Capital Management | 70,788 | $2.35M | 0.71% | −1,088−1.5% | Reduced |
| Wedge Capital Management L L P | 72,536 | $2.41M | 0.04% | −877,612−92.4% | Reduced |
| Advisor Group Holdings, Inc. | 73,737 | $2.45M | 0.00% | −14,379−16.3% | Reduced |
| Nisa Investment Advisors, LLC | 76,352 | $2.53M | 0.02% | −500−0.7% | Reduced |
| Kames Capital plc | 76,461 | $2.54M | 0.04% | +11,784+18.2% | Added |
| Macquarie Group Ltd | 77,400 | $2.57M | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 77,533 | $2.57M | 0.00% | +16,591+27.2% | Added |
| The PNC Financial Services Group, Inc. | 79,460 | $2.64M | 0.00% | −490−0.6% | Reduced |
| Franklin Resources Inc | 84,450 | $2.80M | 0.00% | −121,255−58.9% | Reduced |
| Commerce Bank | 85,284 | $2.83M | 0.02% | −284−0.3% | Reduced |
| Cubist Systematic Strategies, LLC | 87,206 | $2.89M | 0.03% | −284,357−76.5% | Reduced |
| State of New Jersey Common Pension Fund D | 87,293 | $2.90M | 0.01% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 90,260 | $2.99M | 0.02% | +8,769+10.8% | Added |
| Treasurer of the State of North Carolina | 90,567 | $3.00M | 0.02% | +4,070+4.7% | Added |
| Public Employees Retirement System of Ohio | 90,918 | $3.02M | 0.01% | −16,339−15.2% | Reduced |
| Edgestream Partners, L.P. | 91,213 | $3.03M | 0.27% | −34,291−27.3% | Reduced |
| Algert Global LLC | 94,995 | $3.15M | 0.14% | +41,944+79.1% | Added |
| Yousif Capital Management, LLC | 97,565 | $3.24M | 0.04% | −1,368−1.4% | Reduced |