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, Q4 2023
Institutional positions in Jefferies Financial Group Inc. as of Dec 31, 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
- 475
- +43 vs. Q3 2023
- Shares held
- 129.1M
- −1.14M (−0.9%) vs. Q3 2023
- Total value
- $5.22B
- +$434.2M (+9.1%) vs. Q3 2023
- New holders
- 77
- 125 more added
- Sold out
- 34
- 179 more reduced
7 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Jefferies Financial Group Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 17,489,993 | $706.8M | 0.02% | −818,273−4.5% | Reduced |
| BlackRock Inc. | 15,752,013 | $636.5M | 0.02% | −785,198−4.7% | Reduced |
| First Pacific Advisors, LP | 5,423,750 | $219.2M | 3.28% | −4,910−0.1% | Reduced |
| State Street Corp | 5,233,250 | $211.5M | 0.01% | −36,744−0.7% | Reduced |
| Dimensional Fund Advisors LP | 4,405,866 | $178.0M | 0.05% | +51,633+1.2% | Added |
| Alliancebernstein L.P. | 3,643,775 | $147.2M | 0.06% | −268,235−6.9% | Reduced |
| Donald Smith & Co., Inc. | 3,272,244 | $132.2M | 3.39% | +510,125+18.5% | Added |
| Allspring Global Investments Holdings, LLC | 3,236,862 | $130.8M | 0.22% | +1,406,920+76.9% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 3,023,577 | $122.2M | 0.43% | +70,388+2.4% | Added |
| Geode Capital Management, LLC | 2,656,000 | $107.3M | 0.01% | −50,986−1.9% | Reduced |
| Bank of New York Mellon Corp | 2,211,522 | $89.4M | 0.02% | −108,299−4.7% | Reduced |
| Norges Bank | 2,198,754 | $88.9M | 0.02% | +87,904+4.2% | Added |
| Invesco Ltd. | 2,134,205 | $86.2M | 0.02% | +843,395+65.3% | Added |
| JPMorgan Chase & Co | 1,915,736 | $77.4M | 0.01% | −38,540−2.0% | Reduced |
| Northern Trust Corp | 1,835,388 | $74.2M | 0.01% | +74,015+4.2% | Added |
| Millennium Management LLC | 1,771,480 | $71.6M | 0.07% | +268,279+17.8% | Added |
| Beck Mack & Oliver LLC | 1,740,148 | $70.3M | 1.64% | −79,245−4.4% | Reduced |
| Captrust Financial Advisors | 1,590,586 | $64.3M | 0.22% | +13,313+0.8% | Added |
| Arrowstreet Capital, Limited Partnership | 1,542,070 | $62.3M | 0.07% | +400,551+35.1% | Added |
| Principal Financial Group Inc | 1,507,771 | $60.9M | 0.04% | +242,769+19.2% | Added |
| Morgan Stanley | 1,465,295 | $59.2M | 0.01% | +100,176+7.3% | Added |
| Private Management Group Inc | 1,417,022 | $57.3M | 2.19% | −21,244−1.5% | Reduced |
| Miller Howard Investments Inc | 1,401,144 | $56.6M | 1.97% | −20,743−1.5% | Reduced |
| Charles Schwab Investment Management Inc | 1,197,696 | $48.4M | 0.01% | −2,509−0.2% | Reduced |
| LSV Asset Management | 1,190,500 | $48.1M | 0.10% | −1,549,263−56.5% | Reduced |
| Moerus Capital Management LLC | 1,179,152 | $47.6M | 14.34% | +48,663+4.3% | Added |
| Janus Henderson Group PLC | 1,178,408 | $47.6M | 0.03% | −56,123−4.5% | Reduced |
| Burgundy Asset Management Ltd. | 1,040,504 | $42.0M | 0.47% | +37,878+3.8% | Added |
| Zurich Insurance Group Ltd | 1,013,446 | $41.0M | 0.42% | +555,001+121.1% | Added |
| Nuveen Asset Management, LLC | 989,530 | $40.0M | 0.01% | −15,460−1.5% | Reduced |
| Ceredex Value Advisors LLC | 963,200 | $38.9M | 0.67% | −225,150−18.9% | Reduced |
| Private Capital Management, LLC | 944,925 | $38.2M | 4.33% | +3,995+0.4% | Added |
| Alyeska Investment Group, L.P. | 804,526 | $32.5M | 0.22% | +322,012+66.7% | Added |
| Hosking Partners LLP | 786,527 | $31.8M | 1.34% | −56,420−6.7% | Reduced |
| FMR LLC | 703,715 | $28.4M | 0.00% | +276,178+64.6% | Added |
| Goldman Sachs Group Inc | 662,459 | $26.8M | 0.01% | −70,442−9.6% | Reduced |
| STRS Ohio | 587,412 | $23.7M | 0.10% | +539,534+1,126.9% | Added |
| Mraz, Amerine & Associates, Inc. | 567,941 | $23.0M | 4.81% | +1,948+0.3% | Added |
| Barclays PLC | 546,538 | $22.1M | 0.01% | +90,439+19.8% | Added |
| Rhumbline Advisers | 520,699 | $21.0M | 0.02% | −14,334−2.7% | Reduced |
| Ameriprise Financial Inc | 518,782 | $21.0M | 0.01% | +96,253+22.8% | Added |
| Bank of America Corp | 501,874 | $20.3M | 0.00% | +28,496+6.0% | Added |
| Retirement Systems of Alabama | 498,340 | $20.1M | 0.09% | −9,832−1.9% | Reduced |
| Oppenheimer & Co Inc | 455,962 | $18.4M | 0.34% | −12,157−2.6% | Reduced |
| GoodHaven Capital Management, LLC | 449,558 | $18.2M | 7.88% | −3,350−0.7% | Reduced |
| Legal & General Group Plc | 446,533 | $18.0M | 0.01% | −14,902−3.2% | Reduced |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 433,558 | $17.5M | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 422,589 | $17.1M | 0.04% | +125,719+42.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 421,600 | $17.0M | 0.22% | +421,600 | New |
| Robotti Robert | 420,834 | $17.0M | 2.45% | −3,551−0.8% | Reduced |
| Loomis Sayles & Co L P | 416,445 | $16.8M | 0.03% | +416,445 | New |
| Russell Investments Group, Ltd. | 394,079 | $15.9M | 0.03% | −8,080−2.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 378,520 | $15.3M | 0.04% | −4,427−1.2% | Reduced |
| Iat Reinsurance Co Ltd. | 360,872 | $14.6M | 2.70% | 00.0% | Unchanged |
| California Public Employees Retirement System | 358,110 | $14.5M | 0.01% | −25,198−6.6% | Reduced |
| NewEdge Wealth, LLC | 356,379 | $14.4M | 0.37% | +30,539+9.4% | Added |
| Rock Point Advisors, LLC | 353,377 | $14.3M | 4.33% | +1,460+0.4% | Added |
| UBS Asset Management Americas Inc | 333,819 | $13.5M | 0.01% | −16,002−4.6% | Reduced |
| Cinctive Capital Management LP | 332,210 | $13.4M | 0.94% | +58,299+21.3% | Added |
| Swiss National Bank | 331,800 | $13.4M | 0.01% | −32,400−8.9% | Reduced |
| Fisher Asset Management, LLC | 330,059 | $13.3M | 0.01% | −13,967−4.1% | Reduced |
| HRT Financial LP | 324,568 | $13.1M | 0.10% | −7,963−2.4% | Reduced |
| Neuberger Berman Group LLC | 314,531 | $12.7M | 0.01% | +275,848+713.1% | Added |
| First Manhattan Co | 312,143 | $12.6M | 0.04% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 300,547 | $12.1M | 0.09% | −22,973−7.1% | Reduced |
| Interval Partners, LP | 293,639 | $11.9M | 0.52% | +183,711+167.1% | Added |
| Boston Partners | 283,712 | $11.5M | 0.02% | +104,026+57.9% | Added |
| Bamco Inc | 279,528 | $11.3M | 0.03% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 277,826 | $11.2M | 0.78% | +36,256+15.0% | Added |
| Wells Fargo & Company | 262,379 | $10.6M | 0.00% | +86,700+49.4% | Added |
| New York State Teachers Retirement System | 254,951 | $10.3M | 0.02% | −1,793−0.7% | Reduced |
| Colony Group, LLC | 253,437 | $10.2M | 0.13% | +253,437 | New |
| Victory Capital Management Inc | 250,638 | $10.1M | 0.01% | −557,403−69.0% | Reduced |
| State Board of Administration of Florida Retirement System | 248,892 | $10.1M | 0.02% | +570.0% | Added |
| Squarepoint Ops LLC | 247,608 | $10.0M | 0.04% | −69,104−21.8% | Reduced |
| AQR Capital Management LLC | 239,237 | $9.67M | 0.02% | −78,484−24.7% | Reduced |
| Raymond James & Associates | 234,154 | $9.46M | 0.01% | +77,131+49.1% | Added |
| ACR Alpine Capital Research, LLC | 231,729 | $9.36M | 0.32% | +8,474+3.8% | Added |
| Schonfeld Strategic Advisors LLC | 230,879 | $9.33M | 0.08% | +220,494+2,123.2% | Added |
| Nisa Investment Advisors, LLC | 230,044 | $9.30M | 0.07% | +64,524+39.0% | Added |
| American International Group, Inc. | 227,497 | $9.19M | 0.04% | −21,616−8.7% | Reduced |
| Renaissance Technologies LLC | 225,589 | $9.12M | 0.01% | +225,589 | New |
| Jane Street Group, LLC | 220,858 | $8.92M | 0.01% | −560,437−71.7% | Reduced |
| Merrion Investment Management Co, LLC | 214,314 | $8.66M | 6.80% | 00.0% | Unchanged |
| Cerity Partners LLC | 196,557 | $7.94M | 0.03% | +162,442+476.2% | Added |
| SEI Investments Co | 195,895 | $7.92M | 0.01% | +25,023+14.6% | Added |
| Credit Suisse AG | 190,407 | $7.69M | 0.01% | +14,976+8.5% | Added |
| Lafayette Investments, Inc. | 185,431 | $7.49M | 1.86% | −2,195−1.2% | Reduced |
| California State Teachers Retirement System | 181,906 | $7.35M | 0.01% | −8,738−4.6% | Reduced |
| First Trust Advisors LP | 180,614 | $7.30M | 0.01% | −229,621−56.0% | Reduced |
| Franklin Resources Inc | 171,904 | $6.95M | 0.00% | +99,895+138.7% | Added |
| State of Wisconsin Investment Board | 160,537 | $6.49M | 0.02% | +620+0.4% | Added |
| Man Group plc | 159,218 | $6.43M | 0.02% | – | – |
| Prana Capital Management, LP | 157,809 | $6.38M | 0.38% | +157,809 | New |
| Gabelli Funds LLC | 156,610 | $6.33M | 0.05% | −1,000−0.6% | Reduced |
| Beacon Investment Advisory Services, Inc. | 150,015 | $6.06M | 0.28% | −2,019−1.3% | Reduced |
| Waterfront Wealth Inc. | 149,863 | $6.06M | 1.79% | −15,389−9.3% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 147,755 | $5.97M | 0.11% | +147,755 | New |
| Great West Life Assurance Co | 146,246 | $5.90M | 0.01% | −1,582−1.1% | Reduced |
| Texas Permanent School Fund | 145,425 | $5.88M | 0.05% | −4,673−3.1% | Reduced |