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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.

Institutional holdersQ2 2023: 429 institutions
Q1 2021: 451 institutionsQ2 2021: 433 institutionsQ3 2021: 474 institutionsQ4 2021: 505 institutionsQ1 2022: 473 institutionsQ2 2022: 428 institutionsQ3 2022: 423 institutionsQ4 2022: 471 institutionsQ1 2023: 464 institutionsQ2 2023: 429 institutionsQ3 2023: 439 institutionsQ4 2023: 475 institutionsQ1 2024: 480 institutionsQ2 2024: 493 institutionsQ3 2024: 534 institutionsQ4 2024: 584 institutionsQ1 2025: 564 institutionsQ2 2025: 557 institutionsQ3 2025: 570 institutionsQ4 2025: 597 institutionsQ1 2026: 561 institutionsQ2 2026: 590 institutions
Value heldQ2 2023: $4.50B
Q1 2021: $5.16BQ2 2021: $5.85BQ3 2021: $6.34BQ4 2021: $6.48BQ1 2022: $5.46BQ2 2022: $4.35BQ3 2022: $4.51BQ4 2022: $5.20BQ1 2023: $4.69BQ2 2023: $4.50BQ3 2023: $4.80BQ4 2023: $5.22BQ1 2024: $5.74BQ2 2024: $6.76BQ3 2024: $8.94BQ4 2024: $12.0BQ1 2025: $7.64BQ2 2025: $7.89BQ3 2025: $9.44BQ4 2025: $9.16BQ1 2026: $5.89BQ2 2026: $6.83B
Institutions holding JEF and their total value by quarter
QuarterHoldersValue
Q2 2026590$6.83B
Q1 2026561$5.89B
Q4 2025597$9.16B
Q3 2025570$9.44B
Q2 2025557$7.89B
Q1 2025564$7.64B
Q4 2024584$12.0B
Q3 2024534$8.94B
Q2 2024493$6.76B
Q1 2024480$5.74B
Q4 2023475$5.22B
Q3 2023439$4.80B
Q2 2023429$4.50B
Q1 2023464$4.69B
Q4 2022471$5.20B
Q3 2022423$4.51B
Q2 2022428$4.35B
Q1 2022473$5.46B
Q4 2021505$6.48B
Q3 2021474$6.34B
Q2 2021433$5.85B
Q1 2021451$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.

Institutions holding JEF in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
US Bancorp31,423$1.04M0.00%−37−0.1%Reduced
Aj Wealth Strategies, LLC31,337$1.04M0.05%+6,785+27.6%Added
Farther Finance Advisors, LLC30,435$1.01M0.22%+1,447+5.0%Added
SG Americas Securities, LLC30,135$1.00M0.01%+14,848+97.1%Added
Cipher Capital LP30,079$997.7K0.17%+30,079New
Centennial Bank29,880$991.1K0.67%−4,080−12.0%Reduced
Truist Financial Corp29,079$964.6K0.00%−13,612−31.9%Reduced
Squarepoint Ops LLC28,070$931.1K0.01%−90,496−76.3%Reduced
Wellington Shields Capital Management, LLC28,000$928.8K0.11%00.0%Unchanged
Natixis Advisors, L.P.27,789$922.0K0.00%+8,817+46.5%Added
Radnor Capital Management, LLC27,450$911.0K0.39%00.0%Unchanged
Mercer Global Advisors Inc27,333$907.0K0.00%+2,900+11.9%Added
Mirae Asset Global Investments Co., Ltd.26,247$870.6K0.00%+26,247New
Redmont Wealth Advisors LLC26,154$867.5K1.49%+2,049+8.5%Added
Voya Investment Management LLC25,603$849.3K0.00%−20,916−45.0%Reduced
BNP Paribas Arbitrage, SA25,445$844.0K0.00%−7,037−21.7%Reduced
Parsons Capital Management Inc24,743$820.7K0.06%00.0%Unchanged
Xponance, Inc.24,324$806.8K0.01%−660−2.6%Reduced
JustInvest LLC24,124$800.2K0.02%−547−2.2%Reduced
Storebrand Asset Management AS24,096$799.3K0.00%00.0%Unchanged
Engineers Gate Manager LP23,905$792.9K0.03%−11,828−33.1%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)23,237$770.8K0.00%−392−1.7%Reduced
O'Shaughnessy Asset Management, LLC23,214$770.0K0.01%−190,180−89.1%Reduced
State of Alaska, Department of Revenue23,144$767.0K0.01%−1,767−7.1%Reduced
Advisor Partners II, LLC22,067$732.0K0.03%+433+2.0%Added
Caxton Associates LP21,944$727.9K0.11%+3,620+19.8%Added
Pictet Asset Management SA21,495$713.0K0.00%−534−2.4%Reduced
Federated Hermes, Inc.21,479$712.5K0.00%−3,762−14.9%Reduced
Gotham Asset Management, LLC21,301$706.6K0.02%−438−2.0%Reduced
Tower Research Capital LLC (TRC)21,248$704.8K0.02%−6,183−22.5%Reduced
MBM Wealth Consultants, LLC19,875$700.6K0.30%+4,563+29.8%Added
Nomura Holdings Inc20,800$689.9K0.01%−13,461−39.3%Reduced
Walleye Trading LLC20,662$685.4K0.04%+11,838+134.2%Added
Equitable Trust Co20,520$680.6K0.05%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund20,485$679.5K0.00%+13,116+178.0%Added
Jane Street Group, LLC20,329$674.3K0.00%−43,739−68.3%Reduced
Bank of Montreal20,045$673.1K0.00%−167,120−89.3%Reduced
Rehmann Capital Advisory Group20,160$668.7K0.06%−5,728−22.1%Reduced
Oak Thistle LLC19,961$662.1K0.35%+19,961New
National Bank of Canada19,909$660.3K0.00%−656−3.2%Reduced
Public Employees Retirement Association of Colorado19,619$651.0K0.00%00.0%Unchanged
Johnson Financial Group, Inc.18,897$626.8K0.04%+1,893+11.1%Added
Vestmark Advisory Solutions, Inc.18,705$620.4K0.02%+301+1.6%Added
NorthCrest Asset Manangement, LLC18,700$620.3K0.02%00.0%Unchanged
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors18,173$602.8K0.15%+1,674+10.1%Added
Evercore Wealth Management, LLC17,933$594.8K0.01%−580−3.1%Reduced
Magnetar Financial LLC17,823$591.2K0.01%+10,097+130.7%Added
Crossmark Global Holdings, Inc.15,852$585.0K0.01%−771−4.6%Reduced
D. E. Shaw & Co., Inc.17,620$584.5K0.00%+4,219+31.5%Added
Renaissance Technologies LLC17,289$573.0K0.00%+17,289New
Creative Planning16,948$562.2K0.00%+4,351+34.5%Added
Blair William & Co16,837$558.5K0.00%+16,837New
Securian Asset Management, Inc16,634$551.8K0.01%+157+1.0%Added
KWMG, LLC16,255$539.2K0.07%+599+3.8%Added
Aquatic Capital Management LLC16,000$531.0K0.03%−4,300−21.2%Reduced
Maryland State Retirement & Pension System15,766$523.0K0.01%00.0%Unchanged
Cubic Asset Management, LLC15,585$517.0K0.14%00.0%Unchanged
Joel Isaacson & Co., LLC15,500$514.1K0.03%00.0%Unchanged
Silvercrest Asset Management Group LLC15,325$508.3K0.00%+630+4.3%Added
King Luther Capital Management Corp15,163$503.0K0.00%+305+2.1%Added
Fox Run Management, L.L.C.15,155$502.7K0.14%+3,821+33.7%Added
Ancora Advisors, LLC15,100$500.9K0.01%00.0%Unchanged
Harbor Advisors LLC15,000$497.6K0.11%00.0%Unchanged
Shell Asset Management Co14,963$496.0K0.02%−84−0.6%Reduced
Citadel Investment Advisory, Inc.14,885$494.0K0.32%−700−4.5%Reduced
Stifel Financial Corp14,026$465.2K0.00%−8,157−36.8%Reduced
Western Wealth Management, LLC13,407$444.7K0.04%+130+1.0%Added
Raymond James Trust N.A.13,103$435.0K0.01%+4,080+45.2%Added
Jefferies Financial Group Inc.13,043$432.6K0.01%−25,840−66.5%Reduced
Voloridge Investment Management, LLC12,531$415.7K0.00%−83,028−86.9%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.12,475$413.8K0.00%+456+3.8%Added
Carmel Capital Partners, LLC12,400$411.3K0.21%−2,000−13.9%Reduced
Catalyst Financial Partners LLC12,030$399.0K0.14%+241+2.0%Added
Cetera Investment Advisers11,980$397.4K0.00%−3,900−24.6%Reduced
Point72 Middle East FZE11,978$397.3K0.02%−9,818−45.0%Reduced
Dark Forest Capital Management LP11,956$396.6K0.04%+4,457+59.4%Added
Candriam Luxembourg S.C.A.11,780$390.7K0.00%−395,933−97.1%Reduced
Connable Office Inc11,200$371.5K0.05%00.0%Unchanged
United Services Automobile Association11,164$370.3K0.01%+170+1.5%Added
ProShare Advisors LLC10,908$361.8K0.00%+144+1.3%Added
Pinnacle Associates Ltd10,903$361.7K0.01%+3,603+49.4%Added
Yorktown Management & Research Co Inc10,700$354.9K0.38%+3,300+44.6%Added
Seven Eight Capital, LP10,674$354.1K0.06%+10,674New
Mariner, LLC10,639$352.9K0.00%−614−5.5%Reduced
Federation des caisses Desjardins du Quebec10,255$340.2K0.00%00.0%Unchanged
Wolverine Trading, LLC10,047$335.3K0.00%−442−4.2%Reduced
HMS Capital Management, LLC10,035$332.9K0.20%+42+0.4%Added
Los Angeles Capital Management LLC9,486$314.7K0.00%−15,380−61.9%Reduced
Bridgewater Associates, LP9,459$313.8K0.00%+2,608+38.1%Added
New York Life Investment Management LLC9,277$307.7K0.00%+9,277New
Lido Advisors, LLC9,231$306.2K0.00%+9,231New
Davenport & Co LLC9,160$303.8K0.00%00.0%Unchanged
Shelton Capital Management9,089$301.5K0.01%00.0%Unchanged
Avantax Advisory Services, Inc.9,026$299.4K0.00%−302−3.2%Reduced
Cookson Peirce & Co Inc8,922$296.0K0.02%+8,922New
First Republic Investment Management, Inc.8,702$288.6K0.00%−14,489−62.5%Reduced
Ethic Inc.8,510$282.3K0.01%−3,058−26.4%Reduced
Buckingham Strategic Wealth, LLC8,463$280.7K0.00%−528−5.9%Reduced
Stratos Wealth Partners, LTD.8,119$269.3K0.01%−1,024−11.2%Reduced
Lincoln National Corp8,082$268.1K0.01%+28+0.3%Added