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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, 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.

Institutional holdersQ3 2023: 439 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 heldQ3 2023: $4.80B
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, Q3 2023

Shares, value and share of portfolio for each institution holding Jefferies Financial Group Inc.; share changes are against Q2 2023.

Institutions holding JEF in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Intrinsic Value Partners, LLC32,688$1.20M1.54%−25−0.1%Reduced
Utah Retirement Systems32,684$1.20M0.02%−1,700−4.9%Reduced
Edgestream Partners, L.P.32,094$1.18M0.09%−59,119−64.8%Reduced
Sherbrooke Park Advisers LLC31,896$1.17M0.37%+31,896New
Intech Investment Management LLC31,259$1.15M0.02%+23,488+302.3%Added
Natixis Advisors, L.P.30,967$1.13M0.00%+3,178+11.4%Added
US Bancorp30,428$1.11M0.00%−995−3.2%Reduced
Radnor Capital Management, LLC30,290$1.11M0.22%+2,840+10.3%Added
Centennial Bank29,841$1.09M0.76%−39−0.1%Reduced
Mercer Global Advisors Inc29,569$1.08M0.00%+2,236+8.2%Added
Moors & Cabot, Inc.29,365$1.08M0.07%−4,660−13.7%Reduced
Wedge Capital Management L L P29,358$1.08M0.02%−43,178−59.5%Reduced
Truist Financial Corp29,293$1.07M0.00%+214+0.7%Added
Marshall Wace, LLP28,342$1.04M0.00%+28,342New
Wellington Shields Capital Management, LLC28,000$1.03M0.14%00.0%Unchanged
Fox Run Management, L.L.C.27,427$1.00M0.30%+12,272+81.0%Added
Zurcher Kantonalbank (Zurich Cantonalbank)27,024$989.9K0.00%+3,787+16.3%Added
O'Shaughnessy Asset Management, LLC26,925$986.3K0.01%+3,711+16.0%Added
QRG Capital Management, Inc.25,804$945.2K0.02%+25,804New
Tower Research Capital LLC (TRC)25,738$942.8K0.03%+4,490+21.1%Added
Bank of Montreal24,235$938.3K0.00%+4,190+20.9%Added
JustInvest LLC25,446$932.1K0.03%+1,322+5.5%Added
Parsons Capital Management Inc24,743$906.3K0.07%00.0%Unchanged
First Republic Investment Management, Inc.24,672$903.8K0.00%+15,970+183.5%Added
Xponance, Inc.24,104$882.9K0.01%−220−0.9%Reduced
Redmont Wealth Advisors LLC23,373$856.1K1.50%−2,781−10.6%Reduced
Storebrand Asset Management AS23,357$855.6K0.00%−739−3.1%Reduced
Federated Hermes, Inc.22,808$835.5K0.00%+1,329+6.2%Added
Advisor Partners II, LLC21,476$786.7K0.03%−591−2.7%Reduced
Gotham Asset Management, LLC21,301$780.3K0.02%00.0%Unchanged
State of Alaska, Department of Revenue21,009$769.0K0.01%−2,135−9.2%Reduced
MBM Wealth Consultants, LLC23,023$765.7K0.33%+3,148+15.8%Added
Two Sigma Advisers, LP20,800$761.9K0.00%−92,900−81.7%Reduced
Qsemble Capital Management, LP20,800$761.9K0.14%+20,800New
Cubic Asset Management, LLC20,747$760.0K0.21%+5,162+33.1%Added
Gsa Capital Partners LLP20,519$752.0K0.06%+20,519New
Equitable Trust Co20,520$751.6K0.06%00.0%Unchanged
New York Life Investment Management LLC19,679$720.8K0.01%+10,402+112.1%Added
National Bank of Canada19,909$711.2K0.00%00.0%Unchanged
Creative Planning19,181$702.6K0.00%+2,233+13.2%Added
Pictet Asset Management Holding SA18,723$685.8K0.00%+18,723New
NorthCrest Asset Manangement, LLC18,700$685.0K0.03%00.0%Unchanged
Public Employees Retirement Association of Colorado18,186$666.0K0.00%−1,433−7.3%Reduced
Evercore Wealth Management, LLC17,933$656.9K0.01%00.0%Unchanged
KWMG, LLC17,187$629.6K0.08%+932+5.7%Added
Rehmann Capital Advisory Group16,927$620.0K0.06%−3,233−16.0%Reduced
Blair William & Co16,838$616.8K0.00%+10.0%Added
ISAM Funds (UK) Ltd16,685$611.2K0.39%+16,685New
Ancora Advisors, LLC15,925$583.3K0.02%+825+5.5%Added
Farther Finance Advisors, LLC15,905$582.6K0.09%−14,530−47.7%Reduced
Maryland State Retirement & Pension System15,766$577.5K0.01%00.0%Unchanged
King Luther Capital Management Corp15,661$573.7K0.00%+498+3.3%Added
Bank of Nova Scotia15,600$571.4K0.00%−181,239−92.1%Reduced
Johnson Financial Group, Inc.15,501$567.8K0.04%−3,396−18.0%Reduced
Joel Isaacson & Co., LLC15,500$567.8K0.04%00.0%Unchanged
Candriam Luxembourg S.C.A.15,301$560.5K0.00%+3,521+29.9%Added
Harbor Advisors LLC15,000$549.5K0.12%00.0%Unchanged
Securian Asset Management, Inc14,969$548.3K0.02%−1,665−10.0%Reduced
Citadel Investment Advisory, Inc.14,885$545.0K0.36%00.0%Unchanged
Pacer Advisors, Inc.14,781$541.4K0.00%−25,889−63.7%Reduced
Shell Asset Management Co14,709$539.0K0.02%−254−1.7%Reduced
Silvercrest Asset Management Group LLC14,495$531.0K0.00%−830−5.4%Reduced
Crossmark Global Holdings, Inc.14,987$529.0K0.01%−865−5.5%Reduced
Stifel Financial Corp14,159$518.6K0.00%+133+0.9%Added
Raymond James Trust N.A.14,156$518.5K0.02%+1,053+8.0%Added
Twinbeech Capital LP13,271$486.1K0.01%−95,788−87.8%Reduced
BFSG, LLC13,221$484.0K0.08%+13,221New
Jefferies Financial Group Inc.13,043$477.8K0.01%00.0%Unchanged
Mirabella Financial Services LLP12,827$469.9K0.07%+12,827New
BNP Paribas Arbitrage, SA12,626$462.5K0.00%−12,819−50.4%Reduced
Acadian Asset Management LLC12,623$461.0K0.00%+10,694+554.4%Added
Carmel Capital Partners, LLC12,400$454.2K0.20%00.0%Unchanged
Western Wealth Management, LLC12,355$452.6K0.04%−1,052−7.8%Reduced
Wealth Enhancement Advisory Services, LLC12,171$445.8K0.00%+12,171New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.12,057$441.6K0.00%−418−3.4%Reduced
Catalyst Financial Partners LLC12,030$440.7K0.14%00.0%Unchanged
Bridgewater Associates, LP11,696$428.4K0.00%+2,237+23.6%Added
United Services Automobile Association11,573$423.9K0.01%+409+3.7%Added
Monticello Wealth Management, LLC11,268$412.7K0.04%+11,268New
Connable Office Inc11,200$410.3K0.06%00.0%Unchanged
Aigen Investment Management, LP10,993$402.7K0.08%+10,993New
Yorktown Management & Research Co Inc10,700$391.9K0.44%00.0%Unchanged
Mariner, LLC10,575$387.4K0.00%−64−0.6%Reduced
Schonfeld Strategic Advisors LLC10,385$380.4K0.00%−109,415−91.3%Reduced
HMS Capital Management, LLC9,783$358.3K0.24%−252−2.5%Reduced
Cookson Peirce & Co Inc9,709$356.0K0.02%+787+8.8%Added
Pinnacle Associates Ltd9,710$355.7K0.01%−1,193−10.9%Reduced
ProShare Advisors LLC9,545$349.6K0.00%−1,363−12.5%Reduced
Davenport & Co LLC9,160$335.5K0.00%00.0%Unchanged
Shelton Capital Management9,089$332.9K0.01%00.0%Unchanged
Diversified Trust Co8,957$328.1K0.01%+8,957New
GTS Securities LLC8,788$321.9K0.01%+8,788New
Yelin Lapidot Holdings Management Ltd.8,652$319.4K0.08%+8,652New
Buckingham Strategic Wealth, LLC8,603$315.1K0.00%+140+1.7%Added
Avantax Advisory Services, Inc.8,357$306.1K0.00%−669−7.4%Reduced
Lincoln National Corp8,107$297.0K0.01%+25+0.3%Added
Brinker Capital Investments, LLC8,050$294.9K0.00%+8,050New
Orion Portfolio Solutions, LLC8,050$294.9K0.00%+8,050New
Stratos Wealth Partners, LTD.7,779$285.0K0.01%−340−4.2%Reduced
Ethic Inc.7,744$283.7K0.01%−766−9.0%Reduced