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 |
|---|---|---|---|---|---|
| New York Life Investment Management LLC | 19,679 | $720.8K | 0.01% | +10,402+112.1% | Added |
| Equitable Trust Co | 20,520 | $751.6K | 0.06% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 20,519 | $752.0K | 0.06% | +20,519 | New |
| Cubic Asset Management, LLC | 20,747 | $760.0K | 0.21% | +5,162+33.1% | Added |
| Two Sigma Advisers, LP | 20,800 | $761.9K | 0.00% | −92,900−81.7% | Reduced |
| Qsemble Capital Management, LP | 20,800 | $761.9K | 0.14% | +20,800 | New |
| MBM Wealth Consultants, LLC | 23,023 | $765.7K | 0.33% | +3,148+15.8% | Added |
| State of Alaska, Department of Revenue | 21,009 | $769.0K | 0.01% | −2,135−9.2% | Reduced |
| Gotham Asset Management, LLC | 21,301 | $780.3K | 0.02% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 21,476 | $786.7K | 0.03% | −591−2.7% | Reduced |
| Federated Hermes, Inc. | 22,808 | $835.5K | 0.00% | +1,329+6.2% | Added |
| Storebrand Asset Management AS | 23,357 | $855.6K | 0.00% | −739−3.1% | Reduced |
| Redmont Wealth Advisors LLC | 23,373 | $856.1K | 1.50% | −2,781−10.6% | Reduced |
| Xponance, Inc. | 24,104 | $882.9K | 0.01% | −220−0.9% | Reduced |
| First Republic Investment Management, Inc. | 24,672 | $903.8K | 0.00% | +15,970+183.5% | Added |
| Parsons Capital Management Inc | 24,743 | $906.3K | 0.07% | 00.0% | Unchanged |
| JustInvest LLC | 25,446 | $932.1K | 0.03% | +1,322+5.5% | Added |
| Bank of Montreal | 24,235 | $938.3K | 0.00% | +4,190+20.9% | Added |
| Tower Research Capital LLC (TRC) | 25,738 | $942.8K | 0.03% | +4,490+21.1% | Added |
| QRG Capital Management, Inc. | 25,804 | $945.2K | 0.02% | +25,804 | New |
| O'Shaughnessy Asset Management, LLC | 26,925 | $986.3K | 0.01% | +3,711+16.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 27,024 | $989.9K | 0.00% | +3,787+16.3% | Added |
| Fox Run Management, L.L.C. | 27,427 | $1.00M | 0.30% | +12,272+81.0% | Added |
| Wellington Shields Capital Management, LLC | 28,000 | $1.03M | 0.14% | 00.0% | Unchanged |
| Marshall Wace, LLP | 28,342 | $1.04M | 0.00% | +28,342 | New |
| Truist Financial Corp | 29,293 | $1.07M | 0.00% | +214+0.7% | Added |
| Wedge Capital Management L L P | 29,358 | $1.08M | 0.02% | −43,178−59.5% | Reduced |
| Moors & Cabot, Inc. | 29,365 | $1.08M | 0.07% | −4,660−13.7% | Reduced |
| Mercer Global Advisors Inc | 29,569 | $1.08M | 0.00% | +2,236+8.2% | Added |
| Centennial Bank | 29,841 | $1.09M | 0.76% | −39−0.1% | Reduced |
| Radnor Capital Management, LLC | 30,290 | $1.11M | 0.22% | +2,840+10.3% | Added |
| US Bancorp | 30,428 | $1.11M | 0.00% | −995−3.2% | Reduced |
| Natixis Advisors, L.P. | 30,967 | $1.13M | 0.00% | +3,178+11.4% | Added |
| Intech Investment Management LLC | 31,259 | $1.15M | 0.02% | +23,488+302.3% | Added |
| Sherbrooke Park Advisers LLC | 31,896 | $1.17M | 0.37% | +31,896 | New |
| Edgestream Partners, L.P. | 32,094 | $1.18M | 0.09% | −59,119−64.8% | Reduced |
| Utah Retirement Systems | 32,684 | $1.20M | 0.02% | −1,700−4.9% | Reduced |
| Intrinsic Value Partners, LLC | 32,688 | $1.20M | 1.54% | −25−0.1% | Reduced |
| Cipher Capital LP | 33,210 | $1.22M | 0.86% | +3,131+10.4% | Added |
| Commonwealth Equity Services, LLC | 33,329 | $1.22M | 0.00% | −2,692−7.5% | Reduced |
| Cerity Partners LLC | 34,115 | $1.25M | 0.01% | −158,140−82.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 35,789 | $1.31M | 0.01% | −54,471−60.3% | Reduced |
| Mackenzie Financial Corp | 37,513 | $1.31M | 0.00% | −12,132−24.4% | Reduced |
| Bard Financial Services, Inc. | 35,925 | $1.32M | 0.16% | −2,000−5.3% | Reduced |
| HighTower Advisors, LLC | 36,198 | $1.33M | 0.00% | +216+0.6% | Added |
| Walleye Trading LLC | 36,522 | $1.34M | 0.03% | +15,860+76.8% | Added |
| New Mexico Educational Retirement Board | 37,000 | $1.35M | 0.06% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 37,076 | $1.36M | 0.00% | 00.0% | Unchanged |
| AMG National Trust Bank | 37,234 | $1.36M | 0.05% | +33+0.1% | Added |
| Neuberger Berman Group LLC | 38,683 | $1.42M | 0.00% | −1,719−4.3% | Reduced |
| Capital Fund Management S.A. | 38,796 | $1.42M | 0.02% | +38,796 | New |
| Bokf, NA | 44,277 | $1.42M | 0.03% | −1,444−3.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 39,197 | $1.44M | 0.04% | −2,300−5.5% | Reduced |
| Handelsbanken Fonder AB | 39,203 | $1.44M | 0.01% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 39,300 | $1.44M | 0.01% | +39,300 | New |
| Safeguard Investment Advisory Group, LLC | 39,437 | $1.44M | 0.63% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 39,637 | $1.45M | 0.06% | −6,993−15.0% | Reduced |
| AlphaCore Capital LLC | 40,534 | $1.48M | 0.23% | +150.0% | Added |
| Empowered Funds, LLC | 41,060 | $1.50M | 0.04% | +5,078+14.1% | Added |
| Teacher Retirement System of Texas | 41,158 | $1.51M | 0.01% | +9,499+30.0% | Added |
| Laurion Capital Management LP | 41,218 | $1.51M | 0.04% | +5,296+14.7% | Added |
| State of Michigan Retirement System | 42,216 | $1.55M | 0.01% | −3,800−8.3% | Reduced |
| Investors Research Corp | 42,596 | $1.56M | 0.41% | +300+0.7% | Added |
| Quantinno Capital Management LP | 43,122 | $1.58M | 0.07% | +2,558+6.3% | Added |
| Thrivent Financial for Lutherans | 44,253 | $1.62M | 0.00% | −3,942−8.2% | Reduced |
| PGGM Investments | 44,982 | $1.65M | 0.03% | −1,973−4.2% | Reduced |
| ExodusPoint Capital Management, LP | 45,682 | $1.67M | 0.02% | +45,682 | New |
| American Century Companies Inc | 45,919 | $1.68M | 0.00% | +449+1.0% | Added |
| Panagora Asset Management Inc | 46,737 | $1.71M | 0.01% | +888+1.9% | Added |
| Arizona State Retirement System | 47,177 | $1.73M | 0.01% | −2,000−4.1% | Reduced |
| Seven Eight Capital, LP | 47,581 | $1.74M | 0.20% | +36,907+345.8% | Added |
| Macquarie Group Ltd | 47,600 | $1.74M | 0.00% | −29,800−38.5% | Reduced |
| STRS Ohio | 47,878 | $1.75M | 0.01% | −5,400−10.1% | Reduced |
| Old National Bancorp | 48,336 | $1.77M | 0.05% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 49,601 | $1.82M | 0.03% | −4,300−8.0% | Reduced |
| Louisiana State Employees Retirement System | 50,000 | $1.83M | 0.04% | −4,500−8.3% | Reduced |
| Ensign Peak Advisors, Inc | 50,200 | $1.84M | 0.00% | −2,570−4.9% | Reduced |
| M&T Bank Corp | 52,752 | $1.93M | 0.01% | +11,638+28.3% | Added |
| Gateway Investment Advisers LLC | 55,545 | $2.03M | 0.03% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 57,993 | $2.12M | 0.78% | +1,200+2.1% | Added |
| CIBC Private Wealth Group, LLC | 58,598 | $2.15M | 0.01% | +4,509+8.3% | Added |
| Cresset Asset Management, LLC | 58,773 | $2.15M | 0.01% | −3,213−5.2% | Reduced |
| Alberta Investment Management Corp | 59,500 | $2.18M | 0.02% | 00.0% | Unchanged |
| 1492 Capital Management LLC | 61,138 | $2.24M | 1.44% | +61,138 | New |
| Moody Aldrich Partners LLC | 61,978 | $2.27M | 0.43% | 00.0% | Unchanged |
| Voya Investment Management LLC | 62,458 | $2.29M | 0.00% | +36,855+143.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 63,939 | $2.34M | 0.15% | +4,264+7.1% | Added |
| Teachers Retirement System of the State of Kentucky | 64,505 | $2.36M | 0.02% | +30,820+91.5% | Added |
| Illinois Municipal Retirement Fund | 69,821 | $2.56M | 0.05% | 00.0% | Unchanged |
| Franklin Resources Inc | 72,009 | $2.64M | 0.00% | −12,441−14.7% | Reduced |
| Verition Fund Management LLC | 72,215 | $2.65M | 0.04% | +72,215 | New |
| Point72 Middle East FZE | 75,875 | $2.78M | 0.17% | +63,897+533.5% | Added |
| The PNC Financial Services Group, Inc. | 77,132 | $2.83M | 0.00% | −2,328−2.9% | Reduced |
| Putnam Investments LLC | 77,340 | $2.83M | 0.00% | −137,225−64.0% | Reduced |
| Public Employees Retirement System of Ohio | 77,458 | $2.84M | 0.01% | −13,460−14.8% | Reduced |
| Allianz Asset Management GmbH | 78,309 | $2.87M | 0.01% | +33,426+74.5% | Added |
| Walleye Capital LLC | 81,882 | $3.00M | 0.04% | −57,977−41.5% | Reduced |
| Comerica Bank | 82,898 | $3.04M | 0.02% | −319,336−79.4% | Reduced |
| State of New Jersey Common Pension Fund D | 83,017 | $3.04M | 0.01% | −4,276−4.9% | Reduced |
| Commerce Bank | 85,284 | $3.12M | 0.02% | 00.0% | Unchanged |