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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 154,345 | $5.65M | 0.00% | +13,708+9.7% | Added |
| Beacon Investment Advisory Services, Inc. | 152,034 | $5.57M | 0.27% | +310+0.2% | Added |
| Envestnet Asset Management Inc | 150,190 | $5.50M | 0.00% | +15,033+11.1% | Added |
| Texas Permanent School Fund | 150,098 | $5.50M | 0.05% | −14,309−8.7% | Reduced |
| First Wilshire Securities Management Inc | 149,329 | $5.47M | 1.87% | −7,203−4.6% | Reduced |
| Great West Life Assurance Co | 147,828 | $5.42M | 0.01% | −16,586−10.1% | Reduced |
| Waterfront Wealth Inc. | 165,252 | $5.29M | 1.73% | −14,524−8.1% | Reduced |
| UBS Group AG | 140,686 | $5.15M | 0.00% | +108,099+331.7% | Added |
| Assenagon Asset Management S.A. | 138,692 | $5.08M | 0.02% | +138,692 | New |
| Price T Rowe Associates Inc | 136,369 | $5.00M | 0.00% | +4,636+3.5% | Added |
| Prudential Financial Inc | 136,134 | $4.99M | 0.01% | −13,631−9.1% | Reduced |
| Lee Danner & Bass Inc | 133,240 | $4.88M | 0.44% | 00.0% | Unchanged |
| Retirement Group, LLC | 132,275 | $4.85M | 2.02% | +2,989+2.3% | Added |
| Kingsview Wealth Management, LLC | 128,775 | $4.72M | 0.17% | +24,552+23.6% | Added |
| Arnhold LLC | 127,677 | $4.68M | 0.56% | 00.0% | Unchanged |
| Royal Bank of Canada | 127,515 | $4.67M | 0.00% | +21,542+20.3% | Added |
| Poehling Capital Management, LLC | 122,946 | $4.50M | 1.58% | +649+0.5% | Added |
| Amalgamated Bank | 120,837 | $4.43M | 0.04% | −2,954−2.4% | Reduced |
| Algert Global LLC | 120,035 | $4.40M | 0.21% | +25,040+26.4% | Added |
| Karpas Strategies, LLC | 117,145 | $4.29M | 1.58% | −1,000−0.8% | Reduced |
| Mutual of America Capital Management LLC | 115,070 | $4.22M | 0.05% | −20,664−15.2% | Reduced |
| Two Sigma Investments, LP | 111,700 | $4.09M | 0.01% | +111,700 | New |
| Deutsche Bank AG | 110,425 | $4.04M | 0.00% | −37,126−25.2% | Reduced |
| Interval Partners, LP | 109,928 | $4.03M | 0.17% | +109,928 | New |
| Intrepid Capital Management Inc | 108,244 | $3.96M | 2.74% | 00.0% | Unchanged |
| Epacria Capital Partners, LLC | 107,481 | $3.94M | 3.26% | 00.0% | Unchanged |
| KBC Group NV | 105,792 | $3.88M | 0.02% | +2,541+2.5% | Added |
| Modera Wealth Management, LLC | 105,335 | $3.86M | 0.07% | −11,518−9.9% | Reduced |
| MetLife Investment Management | 104,704 | $3.84M | 0.03% | −10,631−9.2% | Reduced |
| LPL Financial LLC | 102,487 | $3.75M | 0.00% | +395+0.4% | Added |
| CI Private Wealth, LLC | 102,207 | $3.74M | 0.01% | +1,817+1.8% | Added |
| 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 |
| Boulder Hill Capital Management LP | 99,996 | $3.66M | 2.28% | +99,996 | New |
| Ervin Investment Management, LLC | 97,572 | $3.57M | 3.00% | −53−0.1% | Reduced |
| Yousif Capital Management, LLC | 88,465 | $3.24M | 0.04% | −9,100−9.3% | Reduced |
| Advisor Group Holdings, Inc. | 87,611 | $3.21M | 0.00% | +13,874+18.8% | Added |
| Treasurer of the State of North Carolina | 86,298 | $3.16M | 0.02% | −4,269−4.7% | Reduced |
| Commerce Bank | 85,284 | $3.12M | 0.02% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 83,017 | $3.04M | 0.01% | −4,276−4.9% | Reduced |
| Comerica Bank | 82,898 | $3.04M | 0.02% | −319,336−79.4% | Reduced |
| Walleye Capital LLC | 81,882 | $3.00M | 0.04% | −57,977−41.5% | Reduced |
| Allianz Asset Management GmbH | 78,309 | $2.87M | 0.01% | +33,426+74.5% | Added |
| Public Employees Retirement System of Ohio | 77,458 | $2.84M | 0.01% | −13,460−14.8% | Reduced |
| Putnam Investments LLC | 77,340 | $2.83M | 0.00% | −137,225−64.0% | Reduced |
| The PNC Financial Services Group, Inc. | 77,132 | $2.83M | 0.00% | −2,328−2.9% | Reduced |
| Point72 Middle East FZE | 75,875 | $2.78M | 0.17% | +63,897+533.5% | Added |
| Verition Fund Management LLC | 72,215 | $2.65M | 0.04% | +72,215 | New |
| Franklin Resources Inc | 72,009 | $2.64M | 0.00% | −12,441−14.7% | Reduced |
| Illinois Municipal Retirement Fund | 69,821 | $2.56M | 0.05% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 64,505 | $2.36M | 0.02% | +30,820+91.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 63,939 | $2.34M | 0.15% | +4,264+7.1% | Added |
| Voya Investment Management LLC | 62,458 | $2.29M | 0.00% | +36,855+143.9% | Added |
| Moody Aldrich Partners LLC | 61,978 | $2.27M | 0.43% | 00.0% | Unchanged |
| 1492 Capital Management LLC | 61,138 | $2.24M | 1.44% | +61,138 | New |
| Alberta Investment Management Corp | 59,500 | $2.18M | 0.02% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 58,773 | $2.15M | 0.01% | −3,213−5.2% | Reduced |
| CIBC Private Wealth Group, LLC | 58,598 | $2.15M | 0.01% | +4,509+8.3% | Added |
| Wittenberg Investment Management, Inc. | 57,993 | $2.12M | 0.78% | +1,200+2.1% | Added |
| Gateway Investment Advisers LLC | 55,545 | $2.03M | 0.03% | 00.0% | Unchanged |
| M&T Bank Corp | 52,752 | $1.93M | 0.01% | +11,638+28.3% | Added |
| Ensign Peak Advisors, Inc | 50,200 | $1.84M | 0.00% | −2,570−4.9% | Reduced |
| Louisiana State Employees Retirement System | 50,000 | $1.83M | 0.04% | −4,500−8.3% | Reduced |
| Oregon Public Employees Retirement Fund | 49,601 | $1.82M | 0.03% | −4,300−8.0% | Reduced |
| Old National Bancorp | 48,336 | $1.77M | 0.05% | 00.0% | Unchanged |
| STRS Ohio | 47,878 | $1.75M | 0.01% | −5,400−10.1% | Reduced |
| Macquarie Group Ltd | 47,600 | $1.74M | 0.00% | −29,800−38.5% | Reduced |
| Seven Eight Capital, LP | 47,581 | $1.74M | 0.20% | +36,907+345.8% | Added |
| Arizona State Retirement System | 47,177 | $1.73M | 0.01% | −2,000−4.1% | Reduced |
| Panagora Asset Management Inc | 46,737 | $1.71M | 0.01% | +888+1.9% | Added |
| American Century Companies Inc | 45,919 | $1.68M | 0.00% | +449+1.0% | Added |
| ExodusPoint Capital Management, LP | 45,682 | $1.67M | 0.02% | +45,682 | New |
| PGGM Investments | 44,982 | $1.65M | 0.03% | −1,973−4.2% | Reduced |
| Thrivent Financial for Lutherans | 44,253 | $1.62M | 0.00% | −3,942−8.2% | Reduced |
| Quantinno Capital Management LP | 43,122 | $1.58M | 0.07% | +2,558+6.3% | Added |
| Investors Research Corp | 42,596 | $1.56M | 0.41% | +300+0.7% | Added |
| State of Michigan Retirement System | 42,216 | $1.55M | 0.01% | −3,800−8.3% | Reduced |
| Laurion Capital Management LP | 41,218 | $1.51M | 0.04% | +5,296+14.7% | Added |
| Teacher Retirement System of Texas | 41,158 | $1.51M | 0.01% | +9,499+30.0% | Added |
| Empowered Funds, LLC | 41,060 | $1.50M | 0.04% | +5,078+14.1% | Added |
| AlphaCore Capital LLC | 40,534 | $1.48M | 0.23% | +150.0% | Added |
| Ameritas Investment Partners, Inc. | 39,637 | $1.45M | 0.06% | −6,993−15.0% | Reduced |
| Safeguard Investment Advisory Group, LLC | 39,437 | $1.44M | 0.63% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 39,300 | $1.44M | 0.01% | +39,300 | New |
| Handelsbanken Fonder AB | 39,203 | $1.44M | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 39,197 | $1.44M | 0.04% | −2,300−5.5% | Reduced |
| Bokf, NA | 44,277 | $1.42M | 0.03% | −1,444−3.2% | Reduced |
| Capital Fund Management S.A. | 38,796 | $1.42M | 0.02% | +38,796 | New |
| Neuberger Berman Group LLC | 38,683 | $1.42M | 0.00% | −1,719−4.3% | Reduced |
| AMG National Trust Bank | 37,234 | $1.36M | 0.05% | +33+0.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 37,076 | $1.36M | 0.00% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 37,000 | $1.35M | 0.06% | 00.0% | Unchanged |
| Walleye Trading LLC | 36,522 | $1.34M | 0.03% | +15,860+76.8% | Added |
| HighTower Advisors, LLC | 36,198 | $1.33M | 0.00% | +216+0.6% | Added |
| Bard Financial Services, Inc. | 35,925 | $1.32M | 0.16% | −2,000−5.3% | Reduced |
| Mackenzie Financial Corp | 37,513 | $1.31M | 0.00% | −12,132−24.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 35,789 | $1.31M | 0.01% | −54,471−60.3% | Reduced |
| Cerity Partners LLC | 34,115 | $1.25M | 0.01% | −158,140−82.3% | Reduced |
| Commonwealth Equity Services, LLC | 33,329 | $1.22M | 0.00% | −2,692−7.5% | Reduced |
| Cipher Capital LP | 33,210 | $1.22M | 0.86% | +3,131+10.4% | Added |