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 |
|---|---|---|---|---|---|
| Mutual of America Capital Management LLC | 135,734 | $4.50M | 0.05% | −9,956−6.8% | Reduced |
| Envestnet Asset Management Inc | 135,157 | $4.48M | 0.00% | −836,181−86.1% | Reduced |
| Lee Danner & Bass Inc | 133,240 | $4.42M | 0.38% | −300−0.2% | Reduced |
| Price T Rowe Associates Inc | 131,733 | $4.37M | 0.00% | +2,260+1.7% | Added |
| SEI Investments Co | 129,963 | $4.31M | 0.01% | +8,481+7.0% | Added |
| Retirement Group, LLC | 129,286 | $4.29M | 1.79% | +2,504+2.0% | Added |
| Arnhold LLC | 127,677 | $4.24M | 0.48% | 00.0% | Unchanged |
| Amalgamated Bank | 123,791 | $4.11M | 0.03% | −3,559−2.8% | Reduced |
| Poehling Capital Management, LLC | 122,297 | $4.06M | 1.37% | +319+0.3% | Added |
| Schonfeld Strategic Advisors LLC | 119,800 | $3.97M | 0.03% | −133,244−52.7% | Reduced |
| Karpas Strategies, LLC | 118,145 | $3.92M | 1.32% | −500−0.4% | Reduced |
| Modera Wealth Management, LLC | 116,853 | $3.88M | 0.07% | +116,853 | New |
| MetLife Investment Management | 115,335 | $3.83M | 0.03% | +886+0.8% | Added |
| Two Sigma Advisers, LP | 113,700 | $3.77M | 0.01% | −278,000−71.0% | Reduced |
| Raymond James & Associates | 111,337 | $3.69M | 0.00% | +792+0.7% | Added |
| Twinbeech Capital LP | 109,059 | $3.62M | 0.07% | +109,059 | New |
| Intrepid Capital Management Inc | 108,244 | $3.59M | 2.52% | +2,094+2.0% | Added |
| Epacria Capital Partners, LLC | 107,481 | $3.57M | 2.92% | −39,981−27.1% | Reduced |
| Royal Bank of Canada | 105,973 | $3.52M | 0.00% | −33,367−23.9% | Reduced |
| Kingsview Wealth Management, LLC | 104,223 | $3.46M | 0.14% | −10,858−9.4% | Reduced |
| KBC Group NV | 103,251 | $3.42M | 0.01% | −345−0.3% | Reduced |
| LPL Financial LLC | 102,092 | $3.39M | 0.00% | +8,232+8.8% | Added |
| CI Private Wealth, LLC | 100,390 | $3.33M | 0.01% | −3,362−3.2% | Reduced |
| Man Group plc | 100,020 | $3.32M | 0.01% | – | – |
| 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 |
| State of Tennessee, Treasury Department | 98,465 | $3.27M | 0.01% | 00.0% | Unchanged |
| Ervin Investment Management, LLC | 97,625 | $3.24M | 2.60% | +1,408+1.5% | Added |
| Yousif Capital Management, LLC | 97,565 | $3.24M | 0.04% | −1,368−1.4% | Reduced |
| Algert Global LLC | 94,995 | $3.15M | 0.14% | +41,944+79.1% | Added |
| Edgestream Partners, L.P. | 91,213 | $3.03M | 0.27% | −34,291−27.3% | Reduced |
| Public Employees Retirement System of Ohio | 90,918 | $3.02M | 0.01% | −16,339−15.2% | Reduced |
| Treasurer of the State of North Carolina | 90,567 | $3.00M | 0.02% | +4,070+4.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 90,260 | $2.99M | 0.02% | +8,769+10.8% | Added |
| State of New Jersey Common Pension Fund D | 87,293 | $2.90M | 0.01% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 87,206 | $2.89M | 0.03% | −284,357−76.5% | Reduced |
| Commerce Bank | 85,284 | $2.83M | 0.02% | −284−0.3% | Reduced |
| Franklin Resources Inc | 84,450 | $2.80M | 0.00% | −121,255−58.9% | Reduced |
| The PNC Financial Services Group, Inc. | 79,460 | $2.64M | 0.00% | −490−0.6% | Reduced |
| Russell Investments Group, Ltd. | 77,533 | $2.57M | 0.00% | +16,591+27.2% | Added |
| Macquarie Group Ltd | 77,400 | $2.57M | 0.00% | 00.0% | Unchanged |
| Kames Capital plc | 76,461 | $2.54M | 0.04% | +11,784+18.2% | Added |
| Nisa Investment Advisors, LLC | 76,352 | $2.53M | 0.02% | −500−0.7% | Reduced |
| Advisor Group Holdings, Inc. | 73,737 | $2.45M | 0.00% | −14,379−16.3% | Reduced |
| Wedge Capital Management L L P | 72,536 | $2.41M | 0.04% | −877,612−92.4% | Reduced |
| Elgethun Capital Management | 70,788 | $2.35M | 0.71% | −1,088−1.5% | Reduced |
| Illinois Municipal Retirement Fund | 69,821 | $2.32M | 0.05% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 61,986 | $2.06M | 0.01% | +13,035+26.6% | Added |
| Moody Aldrich Partners LLC | 61,978 | $2.06M | 0.40% | +18,666+43.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 59,675 | $1.98M | 0.12% | +18,420+44.6% | Added |
| Alberta Investment Management Corp | 59,500 | $1.97M | 0.02% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 56,793 | $1.88M | 0.68% | −5,166−8.3% | Reduced |
| Gateway Investment Advisers LLC | 55,545 | $1.84M | 0.02% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 54,500 | $1.81M | 0.04% | +6,500+13.5% | Added |
| CIBC Private Wealth Group, LLC | 54,089 | $1.79M | 0.00% | +507+0.9% | Added |
| Oregon Public Employees Retirement Fund | 53,901 | $1.79M | 0.02% | +1,100+2.1% | Added |
| STRS Ohio | 53,278 | $1.77M | 0.01% | −11,840−18.2% | Reduced |
| Ensign Peak Advisors, Inc | 52,770 | $1.75M | 0.00% | −4,780−8.3% | Reduced |
| HSBC Holdings PLC | 50,600 | $1.70M | 0.00% | −8,860−14.9% | Reduced |
| Mackenzie Financial Corp | 49,645 | $1.67M | 0.00% | −274,043−84.7% | Reduced |
| Shay Capital LLC | 50,000 | $1.66M | 0.58% | +50,000 | New |
| Arizona State Retirement System | 49,177 | $1.63M | 0.01% | −3,903−7.4% | Reduced |
| Old National Bancorp | 48,336 | $1.60M | 0.05% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 48,195 | $1.60M | 0.00% | +446+0.9% | Added |
| Ergoteles LLC | 47,679 | $1.58M | 0.08% | −825,762−94.5% | Reduced |
| PGGM Investments | 46,955 | $1.56M | 0.03% | −5,293−10.1% | Reduced |
| Ameritas Investment Partners, Inc. | 46,630 | $1.55M | 0.06% | +568+1.2% | Added |
| State of Michigan Retirement System | 46,016 | $1.53M | 0.01% | +300+0.7% | Added |
| Panagora Asset Management Inc | 45,849 | $1.52M | 0.01% | +45,849 | New |
| Bokf, NA | 45,721 | $1.52M | 0.03% | −60,687−57.0% | Reduced |
| American Century Companies Inc | 45,470 | $1.51M | 0.00% | −934−2.0% | Reduced |
| Allianz Asset Management GmbH | 44,883 | $1.49M | 0.00% | +26,149+139.6% | Added |
| Investors Research Corp | 42,296 | $1.40M | 0.35% | −400−0.9% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 42,186 | $1.40M | 0.09% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 41,497 | $1.38M | 0.04% | +1,357+3.4% | Added |
| M&T Bank Corp | 41,114 | $1.36M | 0.01% | −2,002−4.6% | Reduced |
| Pacer Advisors, Inc. | 40,670 | $1.35M | 0.01% | +31,371+337.4% | Added |
| Quantinno Capital Management LP | 40,564 | $1.35M | 0.08% | +10,951+37.0% | Added |
| AlphaCore Capital LLC | 40,519 | $1.34M | 0.22% | +40,519 | New |
| Neuberger Berman Group LLC | 40,402 | $1.34M | 0.00% | −1,735−4.1% | Reduced |
| Safeguard Investment Advisory Group, LLC | 39,437 | $1.31M | 0.56% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 39,203 | $1.30M | 0.01% | +17,300+79.0% | Added |
| Citigroup Inc | 38,933 | $1.29M | 0.00% | +2,845+7.9% | Added |
| Bard Financial Services, Inc. | 37,925 | $1.26M | 0.10% | −1,000−2.6% | Reduced |
| AMG National Trust Bank | 37,201 | $1.23M | 0.04% | −349−0.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 37,076 | $1.23M | 0.00% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 37,000 | $1.23M | 0.05% | +3,800+11.4% | Added |
| 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 |
| 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 |
| Laurion Capital Management LP | 35,922 | $1.19M | 0.05% | +27,589+331.1% | Added |
| DRW Securities, LLC | 35,500 | $1.18M | 0.09% | +35,500 | New |
| Utah Retirement Systems | 34,384 | $1.14M | 0.02% | −1,200−3.4% | Reduced |
| Moors & Cabot, Inc. | 34,025 | $1.13M | 0.07% | +5,550+19.5% | Added |
| Teachers Retirement System of the State of Kentucky | 33,685 | $1.12M | 0.01% | +3,067+10.0% | Added |
| Graham Capital Management, L.P. | 33,023 | $1.10M | 0.04% | −64,655−66.2% | Reduced |
| Intrinsic Value Partners, LLC | 32,713 | $1.09M | 1.37% | −50−0.2% | Reduced |
| UBS Group AG | 32,587 | $1.08M | 0.00% | −45,564−58.3% | Reduced |
| Teacher Retirement System of Texas | 31,659 | $1.05M | 0.01% | −15,068−32.2% | Reduced |