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 |
|---|---|---|---|---|---|
| State Board of Administration of Florida Retirement System | 248,892 | $10.1M | 0.02% | +570.0% | Added |
| Victory Capital Management Inc | 250,638 | $10.1M | 0.01% | −557,403−69.0% | Reduced |
| Colony Group, LLC | 253,437 | $10.2M | 0.13% | +253,437 | New |
| New York State Teachers Retirement System | 254,951 | $10.3M | 0.02% | −1,793−0.7% | Reduced |
| Wells Fargo & Company | 262,379 | $10.6M | 0.00% | +86,700+49.4% | Added |
| Cambria Investment Management, L.P. | 277,826 | $11.2M | 0.78% | +36,256+15.0% | Added |
| Bamco Inc | 279,528 | $11.3M | 0.03% | 00.0% | Unchanged |
| Boston Partners | 283,712 | $11.5M | 0.02% | +104,026+57.9% | Added |
| Interval Partners, LP | 293,639 | $11.9M | 0.52% | +183,711+167.1% | Added |
| Guggenheim Capital LLC | 300,547 | $12.1M | 0.09% | −22,973−7.1% | Reduced |
| First Manhattan Co | 312,143 | $12.6M | 0.04% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 314,531 | $12.7M | 0.01% | +275,848+713.1% | Added |
| HRT Financial LP | 324,568 | $13.1M | 0.10% | −7,963−2.4% | Reduced |
| Fisher Asset Management, LLC | 330,059 | $13.3M | 0.01% | −13,967−4.1% | Reduced |
| Swiss National Bank | 331,800 | $13.4M | 0.01% | −32,400−8.9% | Reduced |
| Cinctive Capital Management LP | 332,210 | $13.4M | 0.94% | +58,299+21.3% | Added |
| UBS Asset Management Americas Inc | 333,819 | $13.5M | 0.01% | −16,002−4.6% | Reduced |
| Rock Point Advisors, LLC | 353,377 | $14.3M | 4.33% | +1,460+0.4% | Added |
| NewEdge Wealth, LLC | 356,379 | $14.4M | 0.37% | +30,539+9.4% | Added |
| California Public Employees Retirement System | 358,110 | $14.5M | 0.01% | −25,198−6.6% | Reduced |
| Iat Reinsurance Co Ltd. | 360,872 | $14.6M | 2.70% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 378,520 | $15.3M | 0.04% | −4,427−1.2% | Reduced |
| Russell Investments Group, Ltd. | 394,079 | $15.9M | 0.03% | −8,080−2.0% | Reduced |
| Loomis Sayles & Co L P | 416,445 | $16.8M | 0.03% | +416,445 | New |
| Robotti Robert | 420,834 | $17.0M | 2.45% | −3,551−0.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 421,600 | $17.0M | 0.22% | +421,600 | New |
| Qube Research & Technologies Ltd | 422,589 | $17.1M | 0.04% | +125,719+42.3% | Added |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 433,558 | $17.5M | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 446,533 | $18.0M | 0.01% | −14,902−3.2% | Reduced |
| GoodHaven Capital Management, LLC | 449,558 | $18.2M | 7.88% | −3,350−0.7% | Reduced |
| Oppenheimer & Co Inc | 455,962 | $18.4M | 0.34% | −12,157−2.6% | Reduced |
| Retirement Systems of Alabama | 498,340 | $20.1M | 0.09% | −9,832−1.9% | Reduced |
| Bank of America Corp | 501,874 | $20.3M | 0.00% | +28,496+6.0% | Added |
| Ameriprise Financial Inc | 518,782 | $21.0M | 0.01% | +96,253+22.8% | Added |
| Rhumbline Advisers | 520,699 | $21.0M | 0.02% | −14,334−2.7% | Reduced |
| Barclays PLC | 546,538 | $22.1M | 0.01% | +90,439+19.8% | Added |
| Mraz, Amerine & Associates, Inc. | 567,941 | $23.0M | 4.81% | +1,948+0.3% | Added |
| STRS Ohio | 587,412 | $23.7M | 0.10% | +539,534+1,126.9% | Added |
| Goldman Sachs Group Inc | 662,459 | $26.8M | 0.01% | −70,442−9.6% | Reduced |
| FMR LLC | 703,715 | $28.4M | 0.00% | +276,178+64.6% | Added |
| Hosking Partners LLP | 786,527 | $31.8M | 1.34% | −56,420−6.7% | Reduced |
| Alyeska Investment Group, L.P. | 804,526 | $32.5M | 0.22% | +322,012+66.7% | Added |
| Private Capital Management, LLC | 944,925 | $38.2M | 4.33% | +3,995+0.4% | Added |
| Ceredex Value Advisors LLC | 963,200 | $38.9M | 0.67% | −225,150−18.9% | Reduced |
| Nuveen Asset Management, LLC | 989,530 | $40.0M | 0.01% | −15,460−1.5% | Reduced |
| Zurich Insurance Group Ltd | 1,013,446 | $41.0M | 0.42% | +555,001+121.1% | Added |
| Burgundy Asset Management Ltd. | 1,040,504 | $42.0M | 0.47% | +37,878+3.8% | Added |
| Janus Henderson Group PLC | 1,178,408 | $47.6M | 0.03% | −56,123−4.5% | Reduced |
| Moerus Capital Management LLC | 1,179,152 | $47.6M | 14.34% | +48,663+4.3% | Added |
| LSV Asset Management | 1,190,500 | $48.1M | 0.10% | −1,549,263−56.5% | Reduced |
| Charles Schwab Investment Management Inc | 1,197,696 | $48.4M | 0.01% | −2,509−0.2% | Reduced |
| Miller Howard Investments Inc | 1,401,144 | $56.6M | 1.97% | −20,743−1.5% | Reduced |
| Private Management Group Inc | 1,417,022 | $57.3M | 2.19% | −21,244−1.5% | Reduced |
| Morgan Stanley | 1,465,295 | $59.2M | 0.01% | +100,176+7.3% | Added |
| Principal Financial Group Inc | 1,507,771 | $60.9M | 0.04% | +242,769+19.2% | Added |
| Arrowstreet Capital, Limited Partnership | 1,542,070 | $62.3M | 0.07% | +400,551+35.1% | Added |
| Captrust Financial Advisors | 1,590,586 | $64.3M | 0.22% | +13,313+0.8% | Added |
| Beck Mack & Oliver LLC | 1,740,148 | $70.3M | 1.64% | −79,245−4.4% | Reduced |
| Millennium Management LLC | 1,771,480 | $71.6M | 0.07% | +268,279+17.8% | Added |
| Northern Trust Corp | 1,835,388 | $74.2M | 0.01% | +74,015+4.2% | Added |
| JPMorgan Chase & Co | 1,915,736 | $77.4M | 0.01% | −38,540−2.0% | Reduced |
| Invesco Ltd. | 2,134,205 | $86.2M | 0.02% | +843,395+65.3% | Added |
| Norges Bank | 2,198,754 | $88.9M | 0.02% | +87,904+4.2% | Added |
| Bank of New York Mellon Corp | 2,211,522 | $89.4M | 0.02% | −108,299−4.7% | Reduced |
| Geode Capital Management, LLC | 2,656,000 | $107.3M | 0.01% | −50,986−1.9% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 3,023,577 | $122.2M | 0.43% | +70,388+2.4% | Added |
| Allspring Global Investments Holdings, LLC | 3,236,862 | $130.8M | 0.22% | +1,406,920+76.9% | Added |
| Donald Smith & Co., Inc. | 3,272,244 | $132.2M | 3.39% | +510,125+18.5% | Added |
| Alliancebernstein L.P. | 3,643,775 | $147.2M | 0.06% | −268,235−6.9% | Reduced |
| Dimensional Fund Advisors LP | 4,405,866 | $178.0M | 0.05% | +51,633+1.2% | Added |
| State Street Corp | 5,233,250 | $211.5M | 0.01% | −36,744−0.7% | Reduced |
| First Pacific Advisors, LP | 5,423,750 | $219.2M | 3.28% | −4,910−0.1% | Reduced |
| BlackRock Inc. | 15,752,013 | $636.5M | 0.02% | −785,198−4.7% | Reduced |
| Vanguard Group Inc | 17,489,993 | $706.8M | 0.02% | −818,273−4.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Gillson Capital LP | 0 | $0 | 0.00% | −285,641−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −210,574−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −138,692−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −99,996−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −47,600−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −29,293−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −28,342−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −27,427−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −20,800−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −19,679−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −16,685−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −15,600−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −15,301−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −13,271−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −12,827−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −10,993−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −9,160−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −8,957−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −7,263−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −7,062−100.0% | Sold out |
| Penn Mutual Asset Management, LLC | 0 | $0 | 0.00% | −6,650−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −6,271−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −6,238−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −5,463−100.0% | Sold out |