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 |
|---|---|---|---|---|---|
| Treasurer of the State of North Carolina | 86,298 | $3.16M | 0.02% | −4,269−4.7% | Reduced |
| Advisor Group Holdings, Inc. | 87,611 | $3.21M | 0.00% | +13,874+18.8% | Added |
| Yousif Capital Management, LLC | 88,465 | $3.24M | 0.04% | −9,100−9.3% | Reduced |
| Ervin Investment Management, LLC | 97,572 | $3.57M | 3.00% | −53−0.1% | Reduced |
| Boulder Hill Capital Management LP | 99,996 | $3.66M | 2.28% | +99,996 | New |
| RBF Capital, LLC | 100,000 | $3.66M | 0.24% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 100,000 | $3.66M | 0.41% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 102,207 | $3.74M | 0.01% | +1,817+1.8% | Added |
| LPL Financial LLC | 102,487 | $3.75M | 0.00% | +395+0.4% | Added |
| MetLife Investment Management | 104,704 | $3.84M | 0.03% | −10,631−9.2% | Reduced |
| Modera Wealth Management, LLC | 105,335 | $3.86M | 0.07% | −11,518−9.9% | Reduced |
| KBC Group NV | 105,792 | $3.88M | 0.02% | +2,541+2.5% | Added |
| Epacria Capital Partners, LLC | 107,481 | $3.94M | 3.26% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 108,244 | $3.96M | 2.74% | 00.0% | Unchanged |
| Interval Partners, LP | 109,928 | $4.03M | 0.17% | +109,928 | New |
| Deutsche Bank AG | 110,425 | $4.04M | 0.00% | −37,126−25.2% | Reduced |
| Two Sigma Investments, LP | 111,700 | $4.09M | 0.01% | +111,700 | New |
| Mutual of America Capital Management LLC | 115,070 | $4.22M | 0.05% | −20,664−15.2% | Reduced |
| Karpas Strategies, LLC | 117,145 | $4.29M | 1.58% | −1,000−0.8% | Reduced |
| Algert Global LLC | 120,035 | $4.40M | 0.21% | +25,040+26.4% | Added |
| Amalgamated Bank | 120,837 | $4.43M | 0.04% | −2,954−2.4% | Reduced |
| Poehling Capital Management, LLC | 122,946 | $4.50M | 1.58% | +649+0.5% | Added |
| Royal Bank of Canada | 127,515 | $4.67M | 0.00% | +21,542+20.3% | Added |
| Arnhold LLC | 127,677 | $4.68M | 0.56% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 128,775 | $4.72M | 0.17% | +24,552+23.6% | Added |
| Retirement Group, LLC | 132,275 | $4.85M | 2.02% | +2,989+2.3% | Added |
| Lee Danner & Bass Inc | 133,240 | $4.88M | 0.44% | 00.0% | Unchanged |
| Prudential Financial Inc | 136,134 | $4.99M | 0.01% | −13,631−9.1% | Reduced |
| Price T Rowe Associates Inc | 136,369 | $5.00M | 0.00% | +4,636+3.5% | Added |
| Assenagon Asset Management S.A. | 138,692 | $5.08M | 0.02% | +138,692 | New |
| UBS Group AG | 140,686 | $5.15M | 0.00% | +108,099+331.7% | Added |
| Waterfront Wealth Inc. | 165,252 | $5.29M | 1.73% | −14,524−8.1% | Reduced |
| Great West Life Assurance Co | 147,828 | $5.42M | 0.01% | −16,586−10.1% | Reduced |
| First Wilshire Securities Management Inc | 149,329 | $5.47M | 1.87% | −7,203−4.6% | Reduced |
| Texas Permanent School Fund | 150,098 | $5.50M | 0.05% | −14,309−8.7% | Reduced |
| Envestnet Asset Management Inc | 150,190 | $5.50M | 0.00% | +15,033+11.1% | Added |
| Beacon Investment Advisory Services, Inc. | 152,034 | $5.57M | 0.27% | +310+0.2% | Added |
| Manufacturers Life Insurance Company, The | 154,345 | $5.65M | 0.00% | +13,708+9.7% | Added |
| Raymond James & Associates | 157,023 | $5.75M | 0.00% | +45,686+41.0% | Added |
| New York State Common Retirement Fund | 157,561 | $5.77M | 0.01% | −42,680−21.3% | Reduced |
| Gabelli Funds LLC | 157,610 | $5.77M | 0.05% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 159,917 | $5.86M | 0.02% | −6,733−4.0% | Reduced |
| Bridgeway Capital Management, LLC | 162,700 | $5.96M | 0.14% | −3,100−1.9% | Reduced |
| Nisa Investment Advisors, LLC | 165,520 | $6.06M | 0.05% | +89,168+116.8% | Added |
| SEI Investments Co | 170,872 | $6.26M | 0.01% | +40,909+31.5% | Added |
| Credit Suisse AG | 175,431 | $6.43M | 0.01% | −16,146−8.4% | Reduced |
| Wells Fargo & Company | 175,679 | $6.44M | 0.00% | +28,149+19.1% | Added |
| Point72 Asset Management, L.P. | 177,217 | $6.49M | 0.02% | −830,183−82.4% | Reduced |
| Boston Partners | 179,686 | $6.58M | 0.01% | −8,902−4.7% | Reduced |
| Pacifica Capital Investments, LLC | 186,389 | $6.83M | 2.20% | −29,050−13.5% | Reduced |
| Lafayette Investments, Inc. | 187,626 | $6.87M | 1.87% | −2,246−1.2% | Reduced |
| California State Teachers Retirement System | 190,644 | $6.98M | 0.01% | −32,587−14.6% | Reduced |
| Hudson Bay Capital Management LP | 200,000 | $7.33M | 0.07% | +200,000 | New |
| Canada Pension Plan Investment Board | 208,900 | $7.65M | 0.01% | 00.0% | Unchanged |
| Trexquant Investment LP | 210,574 | $7.71M | 0.19% | +210,574 | New |
| Merrion Investment Management Co, LLC | 214,314 | $7.85M | 6.79% | −200−0.1% | Reduced |
| ACR Alpine Capital Research, LLC | 223,255 | $8.18M | 0.32% | +12,225+5.8% | Added |
| Cubist Systematic Strategies, LLC | 226,303 | $8.29M | 0.10% | +139,097+159.5% | Added |
| D. E. Shaw & Co., Inc. | 229,394 | $8.40M | 0.01% | +211,774+1,201.9% | Added |
| Susquehanna International Group, LLP | 240,801 | $8.82M | 0.01% | +82,084+51.7% | Added |
| Cambria Investment Management, L.P. | 241,570 | $8.85M | 0.72% | +18,822+8.4% | Added |
| State Board of Administration of Florida Retirement System | 248,835 | $9.11M | 0.02% | +200+0.1% | Added |
| American International Group, Inc. | 249,113 | $9.13M | 0.06% | −32,652−11.6% | Reduced |
| New York State Teachers Retirement System | 256,744 | $9.40M | 0.02% | −5,148−2.0% | Reduced |
| Colony Group LLC | 263,853 | $9.66M | 0.15% | +971+0.4% | Added |
| Cinctive Capital Management LP | 273,911 | $10.0M | 0.55% | −212,826−43.7% | Reduced |
| Bamco Inc | 279,528 | $10.2M | 0.03% | 00.0% | Unchanged |
| Gillson Capital LP | 285,641 | $10.5M | 0.78% | −548,876−65.8% | Reduced |
| Qube Research & Technologies Ltd | 296,870 | $10.9M | 0.03% | −216,951−42.2% | Reduced |
| First Manhattan Co | 312,143 | $11.4M | 0.04% | −1,883−0.6% | Reduced |
| Brandywine Global Investment Management, LLC | 315,645 | $11.6M | 0.10% | +24,471+8.4% | Added |
| Squarepoint Ops LLC | 316,712 | $11.6M | 0.06% | +288,642+1,028.3% | Added |
| AQR Capital Management LLC | 317,721 | $11.6M | 0.02% | −735,427−69.8% | Reduced |
| Guggenheim Capital LLC | 323,520 | $11.9M | 0.10% | −12,827−3.8% | Reduced |
| NewEdge Wealth, LLC | 325,840 | $11.9M | 0.38% | −229,187−41.3% | Reduced |
| HRT Financial LP | 332,531 | $12.2M | 0.12% | +332,531 | New |
| Fisher Asset Management, LLC | 344,026 | $12.6M | 0.01% | +833+0.2% | Added |
| UBS Asset Management Americas Inc | 349,821 | $12.8M | 0.01% | −59,687−14.6% | Reduced |
| Rock Point Advisors, LLC | 351,917 | $12.9M | 4.46% | +2,572+0.7% | Added |
| Man Group plc | – | $12.9M | 0.04% | – | – |
| Iat Reinsurance Co Ltd. | 360,872 | $13.2M | 2.62% | 00.0% | Unchanged |
| Swiss National Bank | 364,200 | $13.3M | 0.01% | −17,000−4.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 382,947 | $14.0M | 0.04% | −34,536−8.3% | Reduced |
| California Public Employees Retirement System | 383,308 | $14.0M | 0.01% | −4,770−1.2% | Reduced |
| Russell Investments Group, Ltd. | 402,159 | $14.7M | 0.03% | +324,626+418.7% | Added |
| First Trust Advisors LP | 410,235 | $15.0M | 0.02% | −97,553−19.2% | Reduced |
| Ameriprise Financial Inc | 422,529 | $15.5M | 0.01% | −22,669−5.1% | Reduced |
| Robotti Robert | 424,385 | $15.5M | 2.28% | −5,347−1.2% | Reduced |
| FMR LLC | 427,537 | $15.7M | 0.00% | −215,791−33.5% | Reduced |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 433,558 | $15.9M | 0.01% | 00.0% | Unchanged |
| GoodHaven Capital Management, LLC | 452,908 | $16.6M | 8.70% | 00.0% | Unchanged |
| Barclays PLC | 456,099 | $16.7M | 0.01% | −5,627−1.2% | Reduced |
| Zurich Insurance Group Ltd | 458,445 | $16.8M | 0.18% | +458,445 | New |
| Citigroup Inc | 459,268 | $16.8M | 0.02% | +420,335+1,079.6% | Added |
| Legal & General Group Plc | 461,435 | $16.9M | 0.01% | −19,979−4.2% | Reduced |
| Oppenheimer & Co Inc | 468,119 | $17.1M | 0.35% | −18,977−3.9% | Reduced |
| Bank of America Corp | 473,378 | $17.3M | 0.00% | −12,966−2.7% | Reduced |
| Alyeska Investment Group, L.P. | 482,514 | $17.7M | 0.12% | −139,174−22.4% | Reduced |
| Retirement Systems of Alabama | 508,172 | $18.6M | 0.09% | −19,958−3.8% | Reduced |
| Rhumbline Advisers | 535,033 | $19.6M | 0.02% | −31,346−5.5% | Reduced |