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 |
|---|---|---|---|---|---|
| BFSG, LLC | 13,026 | $526.4K | 0.08% | −195−1.5% | Reduced |
| Jefferies Financial Group Inc. | 13,043 | $527.1K | 0.01% | 00.0% | Unchanged |
| Axq Capital, LP | 13,769 | $556.4K | 0.15% | +13,769 | New |
| Ontario Teachers Pension Plan Board | 13,981 | $565.0K | 0.01% | +13,981 | New |
| Crossmark Global Holdings, Inc. | 14,015 | $566.0K | 0.01% | −972−6.5% | Reduced |
| Maryland State Retirement & Pension System | 14,086 | $569.2K | 0.01% | −1,680−10.7% | Reduced |
| Securian Asset Management, Inc | 14,206 | $574.1K | 0.02% | −763−5.1% | Reduced |
| Johnson Financial Group, Inc. | 14,417 | $582.6K | 0.03% | −1,084−7.0% | Reduced |
| Silvercrest Asset Management Group LLC | 14,495 | $585.7K | 0.00% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 14,885 | $602.0K | 0.37% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 14,907 | $602.4K | 0.06% | +9,048+154.4% | Added |
| Harbor Advisors LLC | 15,000 | $606.1K | 0.12% | 00.0% | Unchanged |
| Old National Bancorp | 15,208 | $614.6K | 0.02% | −33,128−68.5% | Reduced |
| King Luther Capital Management Corp | 15,238 | $615.8K | 0.00% | −423−2.7% | Reduced |
| Farther Finance Advisors, LLC | 15,301 | $618.3K | 0.04% | −604−3.8% | Reduced |
| Intech Investment Management LLC | 15,320 | $619.1K | 0.01% | −15,939−51.0% | Reduced |
| Joel Isaacson & Co., LLC | 15,500 | $626.4K | 0.04% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 15,704 | $634.6K | 0.02% | +1,548+10.9% | Added |
| Ancora Advisors, LLC | 15,900 | $642.5K | 0.02% | −25−0.2% | Reduced |
| Rehmann Capital Advisory Group | 16,286 | $658.1K | 0.05% | −641−3.8% | Reduced |
| KWMG, LLC | 16,896 | $682.8K | 0.08% | −291−1.7% | Reduced |
| Blair William & Co | 17,038 | $688.5K | 0.00% | +200+1.2% | Added |
| Verition Fund Management LLC | 17,435 | $704.5K | 0.01% | −54,780−75.9% | Reduced |
| Evercore Wealth Management, LLC | 17,933 | $724.7K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 17,939 | $724.8K | 0.00% | −1,970−9.9% | Reduced |
| State of Alaska, Department of Revenue | 18,179 | $734.0K | 0.01% | −2,830−13.5% | Reduced |
| Public Employees Retirement Association of Colorado | 18,186 | $735.0K | 0.00% | 00.0% | Unchanged |
| MQS Management LLC | 18,445 | $745.4K | 0.41% | +18,445 | New |
| SG Americas Securities, LLC | 18,530 | $749.0K | 0.01% | +14,641+376.5% | Added |
| NorthCrest Asset Manangement, LLC | 18,700 | $755.7K | 0.03% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 18,926 | $764.8K | 0.19% | +18,926 | New |
| DRW Securities, LLC | 19,098 | $771.8K | 0.02% | +13,598+247.2% | Added |
| Bank of Montreal | 19,186 | $782.6K | 0.00% | −5,049−20.8% | Reduced |
| Pictet Asset Management Holding SA | 19,661 | $794.5K | 0.00% | +938+5.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 20,156 | $814.5K | 0.00% | +20,156 | New |
| Creative Planning | 20,179 | $815.4K | 0.00% | +998+5.2% | Added |
| Cubic Asset Management, LLC | 20,187 | $815.8K | 0.21% | −560−2.7% | Reduced |
| Gotham Asset Management, LLC | 21,030 | $849.8K | 0.02% | −271−1.3% | Reduced |
| Quadrature Capital Ltd | 21,218 | $857.4K | 0.02% | +15,138+249.0% | Added |
| JustInvest LLC | 22,345 | $903.0K | 0.02% | −3,101−12.2% | Reduced |
| Tower Research Capital LLC (TRC) | 22,576 | $912.3K | 0.01% | −3,162−12.3% | Reduced |
| Equitable Trust Co | 22,790 | $920.9K | 0.07% | +2,270+11.1% | Added |
| Storebrand Asset Management AS | 22,813 | $921.9K | 0.00% | −544−2.3% | Reduced |
| Xponance, Inc. | 23,248 | $939.5K | 0.01% | −856−3.6% | Reduced |
| Citigroup Inc | 23,368 | $944.3K | 0.00% | −435,900−94.9% | Reduced |
| Federated Hermes, Inc. | 23,522 | $950.5K | 0.00% | +714+3.1% | Added |
| Redmont Wealth Advisors LLC | 23,694 | $957.5K | 1.39% | +321+1.4% | Added |
| Parsons Capital Management Inc | 24,743 | $999.9K | 0.07% | 00.0% | Unchanged |
| HSBC Holdings PLC | 24,905 | $1.01M | 0.00% | +24,905 | New |
| Natixis Advisors, L.P. | 25,074 | $1.01M | 0.00% | −5,893−19.0% | Reduced |
| Pacer Advisors, Inc. | 25,306 | $1.02M | 0.00% | +10,525+71.2% | Added |
| Bard Financial Services, Inc. | 25,425 | $1.03M | 0.12% | −10,500−29.2% | Reduced |
| MBM Wealth Consultants, LLC | 25,124 | $1.03M | 0.38% | +2,101+9.1% | Added |
| Moors & Cabot, Inc. | 25,495 | $1.03M | 0.06% | −3,870−13.2% | Reduced |
| QRG Capital Management, Inc. | 25,777 | $1.04M | 0.02% | −27−0.1% | Reduced |
| Point72 Middle East FZE | 25,790 | $1.04M | 0.07% | −50,085−66.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 26,546 | $1.07M | 0.00% | +26,546 | New |
| ExodusPoint Capital Management, LP | 27,357 | $1.10M | 0.01% | −18,325−40.1% | Reduced |
| Mackenzie Financial Corp | 27,834 | $1.12M | 0.00% | −9,679−25.8% | Reduced |
| Wellington Shields Capital Management, LLC | 28,000 | $1.13M | 0.14% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 28,205 | $1.14M | 0.01% | +28,205 | New |
| Centennial Bank | 28,684 | $1.16M | 0.69% | −1,157−3.9% | Reduced |
| Mercer Global Advisors Inc | 29,847 | $1.21M | 0.00% | +278+0.9% | Added |
| Radnor Capital Management, LLC | 30,290 | $1.22M | 0.23% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 30,500 | $1.23M | 0.00% | +30,500 | New |
| Balyasny Asset Management LLC | 31,246 | $1.26M | 0.00% | −740,599−96.0% | Reduced |
| Utah Retirement Systems | 31,384 | $1.27M | 0.02% | −1,300−4.0% | Reduced |
| Engineers Gate Manager LP | 31,539 | $1.27M | 0.04% | +31,539 | New |
| Bridgewater Associates, LP | 31,693 | $1.28M | 0.01% | +19,997+171.0% | Added |
| Intrinsic Value Partners, LLC | 32,463 | $1.31M | 1.53% | −225−0.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 33,661 | $1.36M | 0.02% | +6,736+25.0% | Added |
| Allianz Asset Management GmbH | 33,876 | $1.37M | 0.00% | −44,433−56.7% | Reduced |
| Commonwealth Equity Services, LLC | 33,910 | $1.37M | 0.00% | +581+1.7% | Added |
| Wedge Capital Management L L P | 33,907 | $1.37M | 0.02% | +4,549+15.5% | Added |
| Simplex Trading, LLC | 34,635 | $1.40M | 0.04% | +29,342+554.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 35,669 | $1.44M | 0.01% | +8,645+32.0% | Added |
| New Mexico Educational Retirement Board | 37,000 | $1.50M | 0.06% | 00.0% | Unchanged |
| AMG National Trust Bank | 37,025 | $1.50M | 0.05% | −209−0.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 37,076 | $1.50M | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 37,146 | $1.50M | 0.01% | +1,357+3.8% | Added |
| Ameritas Investment Partners, Inc. | 37,170 | $1.50M | 0.05% | −2,467−6.2% | Reduced |
| HighTower Advisors, LLC | 37,183 | $1.50M | 0.00% | +985+2.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 37,452 | $1.51M | 0.04% | −1,745−4.5% | Reduced |
| US Bancorp | 37,719 | $1.52M | 0.00% | +7,291+24.0% | Added |
| Handelsbanken Fonder AB | 39,203 | $1.58M | 0.01% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 39,437 | $1.59M | 0.60% | 00.0% | Unchanged |
| Laurion Capital Management LP | 39,555 | $1.60M | 0.06% | −1,663−4.0% | Reduced |
| State of Michigan Retirement System | 40,416 | $1.63M | 0.01% | −1,800−4.3% | Reduced |
| Jump Financial, LLC | 40,534 | $1.64M | 0.05% | +40,534 | New |
| AlphaCore Capital LLC | 40,548 | $1.64M | 0.24% | +140.0% | Added |
| Investors Research Corp | 41,572 | $1.68M | 0.41% | −1,024−2.4% | Reduced |
| Thrivent Financial for Lutherans | 42,055 | $1.70M | 0.00% | −2,198−5.0% | Reduced |
| Empowered Funds, LLC | 43,480 | $1.76M | 0.04% | +2,420+5.9% | Added |
| Quest Partners LLC | 44,193 | $1.79M | 0.38% | +44,193 | New |
| Cipher Capital LP | 45,802 | $1.85M | 0.60% | +12,592+37.9% | Added |
| PGGM Investments | 46,444 | $1.88M | 0.03% | +1,462+3.3% | Added |
| Arizona State Retirement System | 47,059 | $1.90M | 0.01% | −118−0.3% | Reduced |
| Louisiana State Employees Retirement System | 47,300 | $1.91M | 0.04% | −2,700−5.4% | Reduced |
| Oregon Public Employees Retirement Fund | 47,401 | $1.92M | 0.03% | −2,200−4.4% | Reduced |
| Walleye Trading LLC | 47,534 | $1.92M | 0.03% | +11,012+30.2% | Added |