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 |
|---|---|---|---|---|---|
| Nuveen Asset Management, LLC | 1,033,373 | $34.3M | 0.01% | +260,655+33.7% | Added |
| AQR Capital Management LLC | 1,053,148 | $34.9M | 0.07% | −233,456−18.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,084,103 | $36.0M | 0.04% | −163,753−13.1% | Reduced |
| Ceredex Value Advisors LLC | 1,198,150 | $39.7M | 0.64% | +547,650+84.2% | Added |
| Charles Schwab Investment Management Inc | 1,232,330 | $40.9M | 0.01% | +38,935+3.3% | Added |
| Moerus Capital Management LLC | 1,237,855 | $41.1M | 12.02% | +15,137+1.2% | Added |
| Morgan Stanley | 1,282,250 | $42.5M | 0.00% | −326,344−20.3% | Reduced |
| Miller Howard Investments Inc | 1,427,688 | $47.4M | 1.69% | +3,135+0.2% | Added |
| Private Management Group Inc | 1,445,791 | $48.0M | 2.04% | −7,693−0.5% | Reduced |
| Janus Henderson Group PLC | 1,481,744 | $49.1M | 0.03% | +230,213+18.4% | Added |
| Millennium Management LLC | 1,741,881 | $57.8M | 0.06% | +633,800+57.2% | Added |
| Beck Mack & Oliver LLC | 1,847,368 | $61.3M | 1.60% | −53,635−2.8% | Reduced |
| Northern Trust Corp | 1,904,276 | $63.2M | 0.01% | +76,724+4.2% | Added |
| JPMorgan Chase & Co | 2,046,819 | $67.9M | 0.01% | +23,910+1.2% | Added |
| Norges Bank | 2,086,265 | $69.2M | 0.01% | +49,345+2.4% | Added |
| Bank of New York Mellon Corp | 2,426,491 | $80.5M | 0.02% | −70,856−2.8% | Reduced |
| Captrust Financial Advisors | 2,583,586 | $85.7M | 0.34% | +117,107+4.7% | Added |
| Citadel Advisors LLC | 2,646,527 | $87.8M | 0.10% | +937,283+54.8% | Added |
| Geode Capital Management, LLC | 2,804,686 | $93.0M | 0.01% | +167,867+6.4% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 2,977,259 | $98.8M | 0.37% | −39,666−1.3% | Reduced |
| Donald Smith & Co., Inc. | 3,008,841 | $99.8M | 3.43% | −2,732−0.1% | Reduced |
| LSV Asset Management | 3,606,378 | $119.6M | 0.26% | −137,400−3.7% | Reduced |
| Alliancebernstein L.P. | 3,662,284 | $121.5M | 0.05% | +382,838+11.7% | Added |
| Dimensional Fund Advisors LP | 4,311,211 | $143.0M | 0.05% | +13,743+0.3% | Added |
| State Street Corp | 5,458,431 | $181.1M | 0.01% | −190,093−3.4% | Reduced |
| First Pacific Advisors, LP | 5,512,011 | $182.8M | 2.67% | −91,690−1.6% | Reduced |
| BlackRock Inc. | 17,652,170 | $585.5M | 0.02% | −171,653−1.0% | Reduced |
| Vanguard Group Inc | 20,672,045 | $685.7M | 0.02% | +651,352+3.3% | Added |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 0 | $0 | 0.00% | −10,500,000−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −525,252−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −463,760−100.0% | Sold out |
| Eubel Brady & Suttman Asset Management Inc | 0 | $0 | 0.00% | −434,454−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −354,426−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −209,571−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −132,953−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −128,098−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −113,324−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −109,400−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −82,832−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −53,138−100.0% | Sold out |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −50,940−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −49,423−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −49,071−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −46,131−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −37,745−100.0% | Sold out |
| Virtus Family Office LLC | 0 | $0 | 0.00% | −33,648−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −29,726−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −26,200−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −24,756−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −24,300−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −22,973−100.0% | Sold out |
| Cordatus Wealth Management LLC | 0 | $0 | 0.00% | −22,832−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −21,500−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −19,404−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −18,900−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −18,780−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −16,730−100.0% | Sold out |
| Harbour Capital Advisors, LLC | 0 | $0 | 0.00% | −16,740−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −13,495−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −12,463−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −12,182−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −11,200−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −11,153−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −11,023−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −10,587−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −10,428−100.0% | Sold out |
| Sculati Wealth Management, LLC | 0 | $0 | 0.00% | −10,330−100.0% | Sold out |
| Wade G W & Inc | 0 | $0 | 0.00% | −9,228−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −9,120−100.0% | Sold out |
| Acrisure Capital Management, LLC | 0 | $0 | 0.00% | −8,674−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −7,679−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −7,600−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −7,255−100.0% | Sold out |
| Measured Wealth Private Client Group, LLC | 0 | $0 | 0.00% | −6,655−100.0% | Sold out |
| Meeder Advisory Services, Inc. | 0 | $0 | 0.00% | −6,400−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −6,397−100.0% | Sold out |
| US Asset Management LLC | 0 | $0 | 0.00% | −4,175−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,624−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −3,240−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −2,990−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −2,820−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,512−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −1,506−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −1,147−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −260−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −230−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −216−100.0% | Sold out |
| JDM Financial Group LLC | 0 | $0 | 0.00% | −149−100.0% | Sold out |
| Benjamin Edwards Inc | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Grove Bank & Trust | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Parsec Financial Management, Inc. | – | – | – | – | Not filed |