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 |
|---|---|---|---|---|---|
| American Century Companies Inc | 47,961 | $1.94M | 0.00% | +2,042+4.4% | Added |
| ClearAlpha Technologies LP | 49,588 | $2.00M | 0.76% | +49,588 | New |
| Teacher Retirement System of Texas | 49,614 | $2.00M | 0.01% | +8,456+20.5% | Added |
| Ensign Peak Advisors, Inc | 50,200 | $2.03M | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 51,900 | $2.10M | 0.01% | −125,317−70.7% | Reduced |
| Aquatic Capital Management LLC | 52,500 | $2.12M | 0.05% | +52,500 | New |
| Campbell & CO Investment Adviser LLC | 53,585 | $2.17M | 0.20% | +53,585 | New |
| M&T Bank Corp | 54,669 | $2.21M | 0.01% | +1,917+3.6% | Added |
| Wittenberg Investment Management, Inc. | 55,165 | $2.23M | 0.77% | −2,828−4.9% | Reduced |
| Gateway Investment Advisers LLC | 55,545 | $2.24M | 0.03% | 00.0% | Unchanged |
| Quantbot Technologies LP | 57,535 | $2.32M | 0.14% | +57,535 | New |
| Voya Investment Management LLC | 58,629 | $2.37M | 0.00% | −3,829−6.1% | Reduced |
| CIBC Private Wealth Group, LLC | 59,046 | $2.39M | 0.01% | +448+0.8% | Added |
| Alberta Investment Management Corp | 59,500 | $2.40M | 0.02% | 00.0% | Unchanged |
| Kames Capital plc | 60,272 | $2.44M | 0.04% | +60,272 | New |
| Capital Fund Management S.A. | 60,357 | $2.44M | 0.03% | +21,561+55.6% | Added |
| Teachers Retirement System of the State of Kentucky | 61,705 | $2.49M | 0.02% | −2,800−4.3% | Reduced |
| Moody Aldrich Partners LLC | 61,978 | $2.50M | 0.45% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 62,871 | $2.54M | 0.15% | −1,068−1.7% | Reduced |
| Cresset Asset Management, LLC | 63,564 | $2.57M | 0.02% | +4,791+8.2% | Added |
| Edgestream Partners, L.P. | 64,847 | $2.62M | 0.19% | +32,753+102.1% | Added |
| Illinois Municipal Retirement Fund | 69,821 | $2.82M | 0.05% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 71,800 | $2.90M | 0.01% | +51,000+245.2% | Added |
| Advisor Group Holdings, Inc. | 72,283 | $2.92M | 0.01% | −15,328−17.5% | Reduced |
| Public Employees Retirement System of Ohio | 75,853 | $3.07M | 0.01% | −1,605−2.1% | Reduced |
| The PNC Financial Services Group, Inc. | 78,222 | $3.16M | 0.00% | +1,090+1.4% | Added |
| Treasurer of the State of North Carolina | 80,337 | $3.25M | 0.02% | −5,961−6.9% | Reduced |
| Quantinno Capital Management LP | 80,948 | $3.27M | 0.11% | +37,826+87.7% | Added |
| Comerica Bank | 81,127 | $3.28M | 0.02% | −1,771−2.1% | Reduced |
| Bokf, NA | 82,040 | $3.32M | 0.06% | +37,763+85.3% | Added |
| Yousif Capital Management, LLC | 82,411 | $3.33M | 0.04% | −6,054−6.8% | Reduced |
| State of New Jersey Common Pension Fund D | 83,017 | $3.35M | 0.01% | 00.0% | Unchanged |
| Commerce Bank | 85,286 | $3.45M | 0.02% | +20.0% | Added |
| Duality Advisers, LP | 87,069 | $3.52M | 0.37% | +87,069 | New |
| D. E. Shaw & Co., Inc. | 88,715 | $3.58M | 0.01% | −140,679−61.3% | Reduced |
| Putnam Investments LLC | 89,756 | $3.63M | 0.00% | +12,416+16.1% | Added |
| Walleye Capital LLC | 90,313 | $3.65M | 0.05% | +8,431+10.3% | Added |
| 1492 Capital Management LLC | 94,382 | $3.81M | 2.17% | +33,244+54.4% | Added |
| Citadel Advisors LLC | 95,579 | $3.86M | 0.00% | −1,915,076−95.2% | Reduced |
| Susquehanna International Group, LLP | 95,638 | $3.86M | 0.01% | −145,163−60.3% | Reduced |
| Canada Pension Plan Investment Board | 97,000 | $3.92M | 0.00% | −111,900−53.6% | Reduced |
| Ervin Investment Management, LLC | 97,772 | $3.95M | 3.02% | +200+0.2% | Added |
| Pacifica Capital Investments, LLC | 97,789 | $3.95M | 1.17% | −88,600−47.5% | Reduced |
| MetLife Investment Management | 98,324 | $3.97M | 0.03% | −6,380−6.1% | Reduced |
| RBF Capital, LLC | 100,000 | $4.04M | 0.25% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 100,000 | $4.04M | 0.42% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 101,156 | $4.09M | 0.07% | −4,179−4.0% | Reduced |
| CI Private Wealth, LLC | 102,662 | $4.15M | 0.01% | +455+0.4% | Added |
| Bridgeway Capital Management, LLC | 104,200 | $4.21M | 0.09% | −58,500−36.0% | Reduced |
| Mutual of America Capital Management LLC | 104,313 | $4.22M | 0.05% | −10,757−9.3% | Reduced |
| Intrepid Capital Management Inc | 104,542 | $4.22M | 2.89% | −3,702−3.4% | Reduced |
| KBC Group NV | 106,130 | $4.29M | 0.02% | +338+0.3% | Added |
| Epacria Capital Partners, LLC | 107,481 | $4.34M | 3.48% | 00.0% | Unchanged |
| Amalgamated Bank | 109,228 | $4.41M | 0.04% | −11,609−9.6% | Reduced |
| Deutsche Bank AG | 110,174 | $4.45M | 0.00% | −251−0.2% | Reduced |
| UBS Group AG | 110,263 | $4.46M | 0.00% | −30,423−21.6% | Reduced |
| LPL Financial LLC | 111,180 | $4.49M | 0.00% | +8,693+8.5% | Added |
| Two Sigma Investments, LP | 112,724 | $4.56M | 0.01% | +1,024+0.9% | Added |
| Karpas Strategies, LLC | 113,775 | $4.60M | 1.52% | −3,370−2.9% | Reduced |
| Brandywine Global Investment Management, LLC | 113,825 | $4.60M | 0.04% | −201,820−63.9% | Reduced |
| Redwood Investment Management, LLC | 114,400 | $4.62M | 0.42% | +114,400 | New |
| Prudential Financial Inc | 117,644 | $4.75M | 0.01% | −18,490−13.6% | Reduced |
| Royal Bank of Canada | 117,732 | $4.76M | 0.00% | −9,783−7.7% | Reduced |
| Poehling Capital Management, LLC | 122,396 | $4.95M | 1.57% | −550−0.4% | Reduced |
| Lee Danner & Bass Inc | 124,740 | $5.04M | 0.43% | −8,500−6.4% | Reduced |
| Envestnet Asset Management Inc | 125,282 | $5.06M | 0.00% | −24,908−16.6% | Reduced |
| Arnhold LLC | 127,677 | $5.16M | 0.58% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 129,577 | $5.24M | 0.01% | −27,984−17.8% | Reduced |
| Retirement Group, LLC | 133,504 | $5.39M | 2.18% | +1,229+0.9% | Added |
| Algert Global LLC | 133,628 | $5.40M | 0.22% | +13,593+11.3% | Added |
| Azora Capital LP | 134,107 | $5.42M | 0.49% | +134,107 | New |
| Price T Rowe Associates Inc | 138,492 | $5.60M | 0.00% | +2,123+1.6% | Added |
| Manufacturers Life Insurance Company, The | 142,486 | $5.76M | 0.00% | −11,859−7.7% | Reduced |
| First Wilshire Securities Management Inc | 144,088 | $5.82M | 1.88% | −5,241−3.5% | Reduced |
| Texas Permanent School Fund | 145,425 | $5.88M | 0.05% | −4,673−3.1% | Reduced |
| Great West Life Assurance Co | 146,246 | $5.90M | 0.01% | −1,582−1.1% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 147,755 | $5.97M | 0.11% | +147,755 | New |
| Waterfront Wealth Inc. | 149,863 | $6.06M | 1.79% | −15,389−9.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 150,015 | $6.06M | 0.28% | −2,019−1.3% | Reduced |
| Gabelli Funds LLC | 156,610 | $6.33M | 0.05% | −1,000−0.6% | Reduced |
| Prana Capital Management, LP | 157,809 | $6.38M | 0.38% | +157,809 | New |
| Man Group plc | 159,218 | $6.43M | 0.02% | – | – |
| State of Wisconsin Investment Board | 160,537 | $6.49M | 0.02% | +620+0.4% | Added |
| Franklin Resources Inc | 171,904 | $6.95M | 0.00% | +99,895+138.7% | Added |
| First Trust Advisors LP | 180,614 | $7.30M | 0.01% | −229,621−56.0% | Reduced |
| California State Teachers Retirement System | 181,906 | $7.35M | 0.01% | −8,738−4.6% | Reduced |
| Lafayette Investments, Inc. | 185,431 | $7.49M | 1.86% | −2,195−1.2% | Reduced |
| Credit Suisse AG | 190,407 | $7.69M | 0.01% | +14,976+8.5% | Added |
| SEI Investments Co | 195,895 | $7.92M | 0.01% | +25,023+14.6% | Added |
| Cerity Partners LLC | 196,557 | $7.94M | 0.03% | +162,442+476.2% | Added |
| Merrion Investment Management Co, LLC | 214,314 | $8.66M | 6.80% | 00.0% | Unchanged |
| Jane Street Group, LLC | 220,858 | $8.92M | 0.01% | −560,437−71.7% | Reduced |
| Renaissance Technologies LLC | 225,589 | $9.12M | 0.01% | +225,589 | New |
| American International Group, Inc. | 227,497 | $9.19M | 0.04% | −21,616−8.7% | Reduced |
| Nisa Investment Advisors, LLC | 230,044 | $9.30M | 0.07% | +64,524+39.0% | Added |
| Schonfeld Strategic Advisors LLC | 230,879 | $9.33M | 0.08% | +220,494+2,123.2% | Added |
| ACR Alpine Capital Research, LLC | 231,729 | $9.36M | 0.32% | +8,474+3.8% | Added |
| Raymond James & Associates | 234,154 | $9.46M | 0.01% | +77,131+49.1% | Added |
| AQR Capital Management LLC | 239,237 | $9.67M | 0.02% | −78,484−24.7% | Reduced |
| Squarepoint Ops LLC | 247,608 | $10.0M | 0.04% | −69,104−21.8% | Reduced |