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, Q3 2023
Institutional positions in Jefferies Financial Group Inc. as of Sep 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
- 439
- +15 vs. Q2 2023
- Shares held
- 130.6M
- −5.27M (−3.9%) vs. Q2 2023
- Total value
- $4.80B
- +$301.8M (+6.7%) vs. Q2 2023
- New holders
- 53
- 126 more added
- Sold out
- 38
- 157 more reduced
5 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Jefferies Financial Group Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 18,308,266 | $670.6M | 0.02% | −2,363,779−11.4% | Reduced |
| BlackRock Inc. | 16,537,211 | $605.8M | 0.02% | −1,114,959−6.3% | Reduced |
| First Pacific Advisors, LP | 5,428,660 | $198.9M | 3.12% | −83,351−1.5% | Reduced |
| State Street Corp | 5,269,994 | $193.0M | 0.01% | −188,437−3.5% | Reduced |
| Dimensional Fund Advisors LP | 4,354,233 | $159.5M | 0.05% | +43,022+1.0% | Added |
| Alliancebernstein L.P. | 3,912,010 | $143.3M | 0.06% | +249,726+6.8% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 2,953,189 | $108.2M | 0.41% | −24,070−0.8% | Reduced |
| Donald Smith & Co., Inc. | 2,762,119 | $101.2M | 3.48% | −246,722−8.2% | Reduced |
| LSV Asset Management | 2,739,763 | $100.4M | 0.23% | −866,615−24.0% | Reduced |
| Geode Capital Management, LLC | 2,706,986 | $99.2M | 0.01% | −97,700−3.5% | Reduced |
| Bank of New York Mellon Corp | 2,319,821 | $85.0M | 0.02% | −106,670−4.4% | Reduced |
| Norges Bank | 2,110,850 | $77.3M | 0.02% | +24,585+1.2% | Added |
| Citadel Advisors LLC | 2,010,655 | $73.7M | 0.08% | −635,872−24.0% | Reduced |
| JPMorgan Chase & Co | 1,954,276 | $71.6M | 0.01% | −92,543−4.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,829,942 | $67.0M | 0.12% | +1,676,549+1,093.0% | Added |
| Beck Mack & Oliver LLC | 1,819,393 | $66.6M | 1.74% | −27,975−1.5% | Reduced |
| Northern Trust Corp | 1,761,373 | $64.5M | 0.01% | −142,903−7.5% | Reduced |
| Captrust Financial Advisors | 1,577,273 | $57.8M | 0.22% | −1,006,313−39.0% | Reduced |
| Millennium Management LLC | 1,503,201 | $55.1M | 0.06% | −238,680−13.7% | Reduced |
| Private Management Group Inc | 1,438,266 | $52.7M | 2.16% | −7,525−0.5% | Reduced |
| Miller Howard Investments Inc | 1,421,887 | $52.1M | 1.91% | −5,801−0.4% | Reduced |
| Morgan Stanley | 1,365,119 | $50.0M | 0.01% | +82,869+6.5% | Added |
| Invesco Ltd. | 1,290,810 | $47.3M | 0.01% | +646,666+100.4% | Added |
| Principal Financial Group Inc | 1,265,002 | $46.3M | 0.03% | +562,810+80.2% | Added |
| Janus Henderson Group PLC | 1,234,531 | $45.2M | 0.03% | −247,213−16.7% | Reduced |
| Charles Schwab Investment Management Inc | 1,200,205 | $44.0M | 0.01% | −32,125−2.6% | Reduced |
| Ceredex Value Advisors LLC | 1,188,350 | $43.5M | 0.77% | −9,800−0.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,141,519 | $41.8M | 0.05% | +57,416+5.3% | Added |
| Moerus Capital Management LLC | 1,130,489 | $41.4M | 13.67% | −107,366−8.7% | Reduced |
| Nuveen Asset Management, LLC | 1,004,990 | $36.8M | 0.01% | −28,383−2.7% | Reduced |
| Burgundy Asset Management Ltd. | 1,002,626 | $36.7M | 0.45% | +13,911+1.4% | Added |
| Private Capital Management, LLC | 940,930 | $34.5M | 4.16% | −11,630−1.2% | Reduced |
| Hosking Partners LLP | 842,947 | $30.9M | 1.37% | +86,898+11.5% | Added |
| Victory Capital Management Inc | 808,041 | $29.6M | 0.03% | −2,248−0.3% | Reduced |
| Jane Street Group, LLC | 781,295 | $28.6M | 0.04% | +760,966+3,743.3% | Added |
| Balyasny Asset Management LLC | 771,845 | $28.3M | 0.08% | +157,574+25.7% | Added |
| Goldman Sachs Group Inc | 732,901 | $26.8M | 0.01% | +80,978+12.4% | Added |
| Mraz, Amerine & Associates, Inc. | 565,993 | $20.7M | 4.67% | −6,058−1.1% | Reduced |
| Rhumbline Advisers | 535,033 | $19.6M | 0.02% | −31,346−5.5% | Reduced |
| Retirement Systems of Alabama | 508,172 | $18.6M | 0.09% | −19,958−3.8% | Reduced |
| Alyeska Investment Group, L.P. | 482,514 | $17.7M | 0.12% | −139,174−22.4% | Reduced |
| Bank of America Corp | 473,378 | $17.3M | 0.00% | −12,966−2.7% | Reduced |
| Oppenheimer & Co Inc | 468,119 | $17.1M | 0.35% | −18,977−3.9% | Reduced |
| Legal & General Group Plc | 461,435 | $16.9M | 0.01% | −19,979−4.2% | Reduced |
| Citigroup Inc | 459,268 | $16.8M | 0.02% | +420,335+1,079.6% | Added |
| Zurich Insurance Group Ltd | 458,445 | $16.8M | 0.18% | +458,445 | New |
| Barclays PLC | 456,099 | $16.7M | 0.01% | −5,627−1.2% | Reduced |
| GoodHaven Capital Management, LLC | 452,908 | $16.6M | 8.70% | 00.0% | Unchanged |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 433,558 | $15.9M | 0.01% | 00.0% | Unchanged |
| FMR LLC | 427,537 | $15.7M | 0.00% | −215,791−33.5% | Reduced |
| Robotti Robert | 424,385 | $15.5M | 2.28% | −5,347−1.2% | Reduced |
| Ameriprise Financial Inc | 422,529 | $15.5M | 0.01% | −22,669−5.1% | Reduced |
| First Trust Advisors LP | 410,235 | $15.0M | 0.02% | −97,553−19.2% | Reduced |
| Russell Investments Group, Ltd. | 402,159 | $14.7M | 0.03% | +324,626+418.7% | Added |
| California Public Employees Retirement System | 383,308 | $14.0M | 0.01% | −4,770−1.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 382,947 | $14.0M | 0.04% | −34,536−8.3% | Reduced |
| Swiss National Bank | 364,200 | $13.3M | 0.01% | −17,000−4.5% | Reduced |
| Iat Reinsurance Co Ltd. | 360,872 | $13.2M | 2.62% | 00.0% | Unchanged |
| Man Group plc | – | $12.9M | 0.04% | – | – |
| Rock Point Advisors, LLC | 351,917 | $12.9M | 4.46% | +2,572+0.7% | Added |
| UBS Asset Management Americas Inc | 349,821 | $12.8M | 0.01% | −59,687−14.6% | Reduced |
| Fisher Asset Management, LLC | 344,026 | $12.6M | 0.01% | +833+0.2% | Added |
| HRT Financial LP | 332,531 | $12.2M | 0.12% | +332,531 | New |
| NewEdge Wealth, LLC | 325,840 | $11.9M | 0.38% | −229,187−41.3% | Reduced |
| Guggenheim Capital LLC | 323,520 | $11.9M | 0.10% | −12,827−3.8% | Reduced |
| AQR Capital Management LLC | 317,721 | $11.6M | 0.02% | −735,427−69.8% | Reduced |
| Squarepoint Ops LLC | 316,712 | $11.6M | 0.06% | +288,642+1,028.3% | Added |
| Brandywine Global Investment Management, LLC | 315,645 | $11.6M | 0.10% | +24,471+8.4% | Added |
| First Manhattan Co | 312,143 | $11.4M | 0.04% | −1,883−0.6% | Reduced |
| Qube Research & Technologies Ltd | 296,870 | $10.9M | 0.03% | −216,951−42.2% | Reduced |
| Gillson Capital LP | 285,641 | $10.5M | 0.78% | −548,876−65.8% | Reduced |
| Bamco Inc | 279,528 | $10.2M | 0.03% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 273,911 | $10.0M | 0.55% | −212,826−43.7% | Reduced |
| Colony Group LLC | 263,853 | $9.66M | 0.15% | +971+0.4% | Added |
| New York State Teachers Retirement System | 256,744 | $9.40M | 0.02% | −5,148−2.0% | Reduced |
| American International Group, Inc. | 249,113 | $9.13M | 0.06% | −32,652−11.6% | Reduced |
| State Board of Administration of Florida Retirement System | 248,835 | $9.11M | 0.02% | +200+0.1% | Added |
| Cambria Investment Management, L.P. | 241,570 | $8.85M | 0.72% | +18,822+8.4% | Added |
| Susquehanna International Group, LLP | 240,801 | $8.82M | 0.01% | +82,084+51.7% | Added |
| D. E. Shaw & Co., Inc. | 229,394 | $8.40M | 0.01% | +211,774+1,201.9% | Added |
| Cubist Systematic Strategies, LLC | 226,303 | $8.29M | 0.10% | +139,097+159.5% | Added |
| ACR Alpine Capital Research, LLC | 223,255 | $8.18M | 0.32% | +12,225+5.8% | Added |
| Merrion Investment Management Co, LLC | 214,314 | $7.85M | 6.79% | −200−0.1% | Reduced |
| Trexquant Investment LP | 210,574 | $7.71M | 0.19% | +210,574 | New |
| Canada Pension Plan Investment Board | 208,900 | $7.65M | 0.01% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 200,000 | $7.33M | 0.07% | +200,000 | New |
| California State Teachers Retirement System | 190,644 | $6.98M | 0.01% | −32,587−14.6% | Reduced |
| Lafayette Investments, Inc. | 187,626 | $6.87M | 1.87% | −2,246−1.2% | Reduced |
| Pacifica Capital Investments, LLC | 186,389 | $6.83M | 2.20% | −29,050−13.5% | Reduced |
| Boston Partners | 179,686 | $6.58M | 0.01% | −8,902−4.7% | Reduced |
| Point72 Asset Management, L.P. | 177,217 | $6.49M | 0.02% | −830,183−82.4% | Reduced |
| Wells Fargo & Company | 175,679 | $6.44M | 0.00% | +28,149+19.1% | Added |
| Credit Suisse AG | 175,431 | $6.43M | 0.01% | −16,146−8.4% | Reduced |
| SEI Investments Co | 170,872 | $6.26M | 0.01% | +40,909+31.5% | Added |
| Nisa Investment Advisors, LLC | 165,520 | $6.06M | 0.05% | +89,168+116.8% | Added |
| Bridgeway Capital Management, LLC | 162,700 | $5.96M | 0.14% | −3,100−1.9% | Reduced |
| State of Wisconsin Investment Board | 159,917 | $5.86M | 0.02% | −6,733−4.0% | Reduced |
| Gabelli Funds LLC | 157,610 | $5.77M | 0.05% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 157,561 | $5.77M | 0.01% | −42,680−21.3% | Reduced |
| Raymond James & Associates | 157,023 | $5.75M | 0.00% | +45,686+41.0% | Added |