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 |
|---|---|---|---|---|---|
| Ervin Investment Management, LLC | 97,625 | $3.24M | 2.60% | +1,408+1.5% | Added |
| State of Tennessee, Treasury Department | 98,465 | $3.27M | 0.01% | 00.0% | Unchanged |
| RBF Capital, LLC | 100,000 | $3.32M | 0.21% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 100,000 | $3.32M | 0.37% | 00.0% | Unchanged |
| Man Group plc | 100,020 | $3.32M | 0.01% | – | – |
| CI Private Wealth, LLC | 100,390 | $3.33M | 0.01% | −3,362−3.2% | Reduced |
| LPL Financial LLC | 102,092 | $3.39M | 0.00% | +8,232+8.8% | Added |
| KBC Group NV | 103,251 | $3.42M | 0.01% | −345−0.3% | Reduced |
| Kingsview Wealth Management, LLC | 104,223 | $3.46M | 0.14% | −10,858−9.4% | Reduced |
| Royal Bank of Canada | 105,973 | $3.52M | 0.00% | −33,367−23.9% | Reduced |
| Epacria Capital Partners, LLC | 107,481 | $3.57M | 2.92% | −39,981−27.1% | Reduced |
| Intrepid Capital Management Inc | 108,244 | $3.59M | 2.52% | +2,094+2.0% | Added |
| Twinbeech Capital LP | 109,059 | $3.62M | 0.07% | +109,059 | New |
| Raymond James & Associates | 111,337 | $3.69M | 0.00% | +792+0.7% | Added |
| Two Sigma Advisers, LP | 113,700 | $3.77M | 0.01% | −278,000−71.0% | Reduced |
| MetLife Investment Management | 115,335 | $3.83M | 0.03% | +886+0.8% | Added |
| Modera Wealth Management, LLC | 116,853 | $3.88M | 0.07% | +116,853 | New |
| Karpas Strategies, LLC | 118,145 | $3.92M | 1.32% | −500−0.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 119,800 | $3.97M | 0.03% | −133,244−52.7% | Reduced |
| Poehling Capital Management, LLC | 122,297 | $4.06M | 1.37% | +319+0.3% | Added |
| Amalgamated Bank | 123,791 | $4.11M | 0.03% | −3,559−2.8% | Reduced |
| Arnhold LLC | 127,677 | $4.24M | 0.48% | 00.0% | Unchanged |
| Retirement Group, LLC | 129,286 | $4.29M | 1.79% | +2,504+2.0% | Added |
| SEI Investments Co | 129,963 | $4.31M | 0.01% | +8,481+7.0% | Added |
| Price T Rowe Associates Inc | 131,733 | $4.37M | 0.00% | +2,260+1.7% | Added |
| Lee Danner & Bass Inc | 133,240 | $4.42M | 0.38% | −300−0.2% | Reduced |
| Envestnet Asset Management Inc | 135,157 | $4.48M | 0.00% | −836,181−86.1% | Reduced |
| Mutual of America Capital Management LLC | 135,734 | $4.50M | 0.05% | −9,956−6.8% | Reduced |
| Walleye Capital LLC | 139,859 | $4.64M | 0.08% | +6,841+5.1% | Added |
| Manufacturers Life Insurance Company, The | 140,637 | $4.66M | 0.00% | −1,210−0.9% | Reduced |
| Wells Fargo & Company | 147,530 | $4.89M | 0.00% | +3,873+2.7% | Added |
| Deutsche Bank AG | 147,551 | $4.89M | 0.00% | −29,352−16.6% | Reduced |
| Prudential Financial Inc | 149,765 | $4.97M | 0.01% | −62,055−29.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 151,724 | $5.03M | 0.23% | −560.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 153,393 | $5.09M | 0.01% | +5,224+3.5% | Added |
| First Wilshire Securities Management Inc | 156,532 | $5.19M | 1.78% | +951+0.6% | Added |
| Gabelli Funds LLC | 157,610 | $5.23M | 0.04% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 158,717 | $5.26M | 0.01% | −70,994−30.9% | Reduced |
| Texas Permanent School Fund | 164,407 | $5.45M | 0.05% | +2,149+1.3% | Added |
| Great West Life Assurance Co | 164,414 | $5.46M | 0.01% | −7,985−4.6% | Reduced |
| Bridgeway Capital Management, LLC | 165,800 | $5.50M | 0.13% | −35,800−17.8% | Reduced |
| State of Wisconsin Investment Board | 166,650 | $5.53M | 0.02% | −9,731−5.5% | Reduced |
| Boston Partners | 188,588 | $6.26M | 0.01% | −6,778−3.5% | Reduced |
| Brookfield Asset Management Inc. | 189,247 | $6.28M | 0.02% | +90,066+90.8% | Added |
| Lafayette Investments, Inc. | 189,872 | $6.30M | 1.65% | −720−0.4% | Reduced |
| Credit Suisse AG | 191,577 | $6.35M | 0.01% | +24,098+14.4% | Added |
| Cerity Partners LLC | 192,255 | $6.38M | 0.02% | −5,203−2.6% | Reduced |
| Bank of Nova Scotia | 196,839 | $6.53M | 0.02% | +196,839 | New |
| New York State Common Retirement Fund | 200,241 | $6.64M | 0.01% | +1,013+0.5% | Added |
| Waterfront Wealth Inc. | 179,776 | $6.70M | 1.99% | +4,932+2.8% | Added |
| Canada Pension Plan Investment Board | 208,900 | $6.93M | 0.01% | 00.0% | Unchanged |
| ACR Alpine Capital Research, LLC | 211,030 | $7.00M | 0.26% | −9,782−4.4% | Reduced |
| Merrion Investment Management Co, LLC | 214,514 | $7.12M | 6.03% | 00.0% | Unchanged |
| Putnam Investments LLC | 214,565 | $7.12M | 0.01% | +214,565 | New |
| Pacifica Capital Investments, LLC | 215,439 | $7.15M | 2.20% | +13,229+6.5% | Added |
| Cambria Investment Management, L.P. | 222,748 | $7.39M | 0.61% | −25,090−10.1% | Reduced |
| California State Teachers Retirement System | 223,231 | $7.40M | 0.01% | −13,425−5.7% | Reduced |
| State Board of Administration of Florida Retirement System | 248,635 | $8.25M | 0.02% | −14,869−5.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 256,392 | $8.50M | 0.05% | +399+0.2% | Added |
| New York State Teachers Retirement System | 261,892 | $8.69M | 0.02% | +1,187+0.5% | Added |
| Colony Group LLC | 262,882 | $8.72M | 0.12% | +6,507+2.5% | Added |
| Bamco Inc | 279,528 | $9.27M | 0.03% | +9,000+3.3% | Added |
| American International Group, Inc. | 281,765 | $9.35M | 0.06% | +2,423+0.9% | Added |
| Brandywine Global Investment Management, LLC | 291,174 | $9.66M | 0.08% | +148,306+103.8% | Added |
| First Manhattan Co | 314,026 | $10.4M | 0.04% | −73,436−19.0% | Reduced |
| Guggenheim Capital LLC | 336,347 | $11.2M | 0.09% | +275,844+455.9% | Added |
| Fisher Asset Management, LLC | 343,193 | $11.4M | 0.01% | −12,419−3.5% | Reduced |
| Rock Point Advisors, LLC | 349,345 | $11.6M | 3.80% | +4,155+1.2% | Added |
| Iat Reinsurance Co Ltd. | 360,872 | $12.0M | 2.31% | 00.0% | Unchanged |
| Swiss National Bank | 381,200 | $12.6M | 0.01% | −14,200−3.6% | Reduced |
| California Public Employees Retirement System | 388,078 | $12.9M | 0.01% | −39,240−9.2% | Reduced |
| UBS Asset Management Americas Inc | 409,508 | $13.0M | 0.01% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 417,483 | $13.8M | 0.04% | −88,599−17.5% | Reduced |
| Robotti Robert | 429,732 | $14.3M | 2.30% | −2,445−0.6% | Reduced |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 433,558 | $14.4M | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 445,198 | $14.8M | 0.00% | −1,731−0.4% | Reduced |
| GoodHaven Capital Management, LLC | 452,908 | $15.0M | 9.00% | −1,166−0.3% | Reduced |
| Barclays PLC | 461,726 | $15.3M | 0.01% | −416,911−47.4% | Reduced |
| Legal & General Group Plc | 481,414 | $16.0M | 0.01% | −1,999−0.4% | Reduced |
| Bank of America Corp | 486,344 | $16.1M | 0.00% | −16,543−3.3% | Reduced |
| Cinctive Capital Management LP | 486,737 | $16.1M | 0.63% | +241,987+98.9% | Added |
| Oppenheimer & Co Inc | 487,096 | $16.2M | 0.32% | −30,851−6.0% | Reduced |
| First Trust Advisors LP | 507,788 | $16.8M | 0.02% | −479,501−48.6% | Reduced |
| Qube Research & Technologies Ltd | 513,821 | $17.0M | 0.07% | −328,640−39.0% | Reduced |
| Retirement Systems of Alabama | 528,130 | $17.5M | 0.08% | +4,224+0.8% | Added |
| NewEdge Wealth, LLC | 555,027 | $18.4M | 0.62% | +30,234+5.8% | Added |
| Rhumbline Advisers | 566,379 | $18.8M | 0.02% | +22,545+4.1% | Added |
| Mraz, Amerine & Associates, Inc. | 572,051 | $19.0M | 4.46% | +14,640+2.6% | Added |
| Balyasny Asset Management LLC | 614,271 | $20.4M | 0.06% | +614,271 | New |
| Alyeska Investment Group, L.P. | 621,688 | $20.6M | 0.16% | +621,688 | New |
| FMR LLC | 643,328 | $21.3M | 0.00% | +145,858+29.3% | Added |
| Invesco Ltd. | 644,144 | $21.4M | 0.01% | −41,136−6.0% | Reduced |
| Goldman Sachs Group Inc | 651,923 | $21.6M | 0.01% | −12,880−1.9% | Reduced |
| Principal Financial Group Inc | 702,192 | $23.3M | 0.02% | −15,691−2.2% | Reduced |
| Hosking Partners LLP | 756,049 | $25.1M | 1.06% | +58,618+8.4% | Added |
| Victory Capital Management Inc | 810,289 | $26.9M | 0.03% | +1,819+0.2% | Added |
| Gillson Capital LP | 834,517 | $27.7M | 2.44% | +452,039+118.2% | Added |
| Private Capital Management, LLC | 952,560 | $31.6M | 3.82% | +13,400+1.4% | Added |
| Burgundy Asset Management Ltd. | 988,715 | $32.8M | 0.39% | +23,086+2.4% | Added |
| Point72 Asset Management, L.P. | 1,007,400 | $33.4M | 0.12% | +1,002,600+20,887.5% | Added |