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 |
|---|---|---|---|---|---|
| First Wilshire Securities Management Inc | 144,088 | $5.82M | 1.88% | −5,241−3.5% | Reduced |
| Manufacturers Life Insurance Company, The | 142,486 | $5.76M | 0.00% | −11,859−7.7% | Reduced |
| Price T Rowe Associates Inc | 138,492 | $5.60M | 0.00% | +2,123+1.6% | Added |
| Azora Capital LP | 134,107 | $5.42M | 0.49% | +134,107 | New |
| Algert Global LLC | 133,628 | $5.40M | 0.22% | +13,593+11.3% | Added |
| Retirement Group, LLC | 133,504 | $5.39M | 2.18% | +1,229+0.9% | Added |
| New York State Common Retirement Fund | 129,577 | $5.24M | 0.01% | −27,984−17.8% | Reduced |
| Arnhold LLC | 127,677 | $5.16M | 0.58% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 125,282 | $5.06M | 0.00% | −24,908−16.6% | Reduced |
| Lee Danner & Bass Inc | 124,740 | $5.04M | 0.43% | −8,500−6.4% | Reduced |
| Poehling Capital Management, LLC | 122,396 | $4.95M | 1.57% | −550−0.4% | Reduced |
| Royal Bank of Canada | 117,732 | $4.76M | 0.00% | −9,783−7.7% | Reduced |
| Prudential Financial Inc | 117,644 | $4.75M | 0.01% | −18,490−13.6% | Reduced |
| Redwood Investment Management, LLC | 114,400 | $4.62M | 0.42% | +114,400 | New |
| Brandywine Global Investment Management, LLC | 113,825 | $4.60M | 0.04% | −201,820−63.9% | Reduced |
| Karpas Strategies, LLC | 113,775 | $4.60M | 1.52% | −3,370−2.9% | Reduced |
| Two Sigma Investments, LP | 112,724 | $4.56M | 0.01% | +1,024+0.9% | Added |
| LPL Financial LLC | 111,180 | $4.49M | 0.00% | +8,693+8.5% | Added |
| UBS Group AG | 110,263 | $4.46M | 0.00% | −30,423−21.6% | Reduced |
| Deutsche Bank AG | 110,174 | $4.45M | 0.00% | −251−0.2% | Reduced |
| Amalgamated Bank | 109,228 | $4.41M | 0.04% | −11,609−9.6% | Reduced |
| Epacria Capital Partners, LLC | 107,481 | $4.34M | 3.48% | 00.0% | Unchanged |
| KBC Group NV | 106,130 | $4.29M | 0.02% | +338+0.3% | Added |
| Intrepid Capital Management Inc | 104,542 | $4.22M | 2.89% | −3,702−3.4% | Reduced |
| Mutual of America Capital Management LLC | 104,313 | $4.22M | 0.05% | −10,757−9.3% | Reduced |
| Bridgeway Capital Management, LLC | 104,200 | $4.21M | 0.09% | −58,500−36.0% | Reduced |
| CI Private Wealth, LLC | 102,662 | $4.15M | 0.01% | +455+0.4% | Added |
| Modera Wealth Management, LLC | 101,156 | $4.09M | 0.07% | −4,179−4.0% | 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 |
| MetLife Investment Management | 98,324 | $3.97M | 0.03% | −6,380−6.1% | Reduced |
| Pacifica Capital Investments, LLC | 97,789 | $3.95M | 1.17% | −88,600−47.5% | Reduced |
| Ervin Investment Management, LLC | 97,772 | $3.95M | 3.02% | +200+0.2% | Added |
| Canada Pension Plan Investment Board | 97,000 | $3.92M | 0.00% | −111,900−53.6% | Reduced |
| Susquehanna International Group, LLP | 95,638 | $3.86M | 0.01% | −145,163−60.3% | Reduced |
| Citadel Advisors LLC | 95,579 | $3.86M | 0.00% | −1,915,076−95.2% | Reduced |
| 1492 Capital Management LLC | 94,382 | $3.81M | 2.17% | +33,244+54.4% | Added |
| Walleye Capital LLC | 90,313 | $3.65M | 0.05% | +8,431+10.3% | Added |
| Putnam Investments LLC | 89,756 | $3.63M | 0.00% | +12,416+16.1% | Added |
| D. E. Shaw & Co., Inc. | 88,715 | $3.58M | 0.01% | −140,679−61.3% | Reduced |
| Duality Advisers, LP | 87,069 | $3.52M | 0.37% | +87,069 | New |
| Commerce Bank | 85,286 | $3.45M | 0.02% | +20.0% | Added |
| State of New Jersey Common Pension Fund D | 83,017 | $3.35M | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 82,411 | $3.33M | 0.04% | −6,054−6.8% | Reduced |
| Bokf, NA | 82,040 | $3.32M | 0.06% | +37,763+85.3% | Added |
| Comerica Bank | 81,127 | $3.28M | 0.02% | −1,771−2.1% | Reduced |
| Quantinno Capital Management LP | 80,948 | $3.27M | 0.11% | +37,826+87.7% | Added |
| Treasurer of the State of North Carolina | 80,337 | $3.25M | 0.02% | −5,961−6.9% | Reduced |
| The PNC Financial Services Group, Inc. | 78,222 | $3.16M | 0.00% | +1,090+1.4% | Added |
| Public Employees Retirement System of Ohio | 75,853 | $3.07M | 0.01% | −1,605−2.1% | Reduced |
| Advisor Group Holdings, Inc. | 72,283 | $2.92M | 0.01% | −15,328−17.5% | Reduced |
| Two Sigma Advisers, LP | 71,800 | $2.90M | 0.01% | +51,000+245.2% | Added |
| Illinois Municipal Retirement Fund | 69,821 | $2.82M | 0.05% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 64,847 | $2.62M | 0.19% | +32,753+102.1% | Added |
| Cresset Asset Management, LLC | 63,564 | $2.57M | 0.02% | +4,791+8.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 62,871 | $2.54M | 0.15% | −1,068−1.7% | Reduced |
| Moody Aldrich Partners LLC | 61,978 | $2.50M | 0.45% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 61,705 | $2.49M | 0.02% | −2,800−4.3% | Reduced |
| Capital Fund Management S.A. | 60,357 | $2.44M | 0.03% | +21,561+55.6% | Added |
| Kames Capital plc | 60,272 | $2.44M | 0.04% | +60,272 | New |
| Alberta Investment Management Corp | 59,500 | $2.40M | 0.02% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 59,046 | $2.39M | 0.01% | +448+0.8% | Added |
| Voya Investment Management LLC | 58,629 | $2.37M | 0.00% | −3,829−6.1% | Reduced |
| Quantbot Technologies LP | 57,535 | $2.32M | 0.14% | +57,535 | New |
| Gateway Investment Advisers LLC | 55,545 | $2.24M | 0.03% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 55,165 | $2.23M | 0.77% | −2,828−4.9% | Reduced |
| M&T Bank Corp | 54,669 | $2.21M | 0.01% | +1,917+3.6% | Added |
| Campbell & CO Investment Adviser LLC | 53,585 | $2.17M | 0.20% | +53,585 | New |
| Aquatic Capital Management LLC | 52,500 | $2.12M | 0.05% | +52,500 | New |
| Point72 Asset Management, L.P. | 51,900 | $2.10M | 0.01% | −125,317−70.7% | Reduced |
| Ensign Peak Advisors, Inc | 50,200 | $2.03M | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 49,614 | $2.00M | 0.01% | +8,456+20.5% | Added |
| ClearAlpha Technologies LP | 49,588 | $2.00M | 0.76% | +49,588 | New |
| American Century Companies Inc | 47,961 | $1.94M | 0.00% | +2,042+4.4% | Added |
| Walleye Trading LLC | 47,534 | $1.92M | 0.03% | +11,012+30.2% | Added |
| Oregon Public Employees Retirement Fund | 47,401 | $1.92M | 0.03% | −2,200−4.4% | Reduced |
| Louisiana State Employees Retirement System | 47,300 | $1.91M | 0.04% | −2,700−5.4% | Reduced |
| Arizona State Retirement System | 47,059 | $1.90M | 0.01% | −118−0.3% | Reduced |
| PGGM Investments | 46,444 | $1.88M | 0.03% | +1,462+3.3% | Added |
| Cipher Capital LP | 45,802 | $1.85M | 0.60% | +12,592+37.9% | Added |
| Quest Partners LLC | 44,193 | $1.79M | 0.38% | +44,193 | New |
| Empowered Funds, LLC | 43,480 | $1.76M | 0.04% | +2,420+5.9% | Added |
| Thrivent Financial for Lutherans | 42,055 | $1.70M | 0.00% | −2,198−5.0% | Reduced |
| Investors Research Corp | 41,572 | $1.68M | 0.41% | −1,024−2.4% | Reduced |
| AlphaCore Capital LLC | 40,548 | $1.64M | 0.24% | +140.0% | Added |
| Jump Financial, LLC | 40,534 | $1.64M | 0.05% | +40,534 | New |
| State of Michigan Retirement System | 40,416 | $1.63M | 0.01% | −1,800−4.3% | Reduced |
| Laurion Capital Management LP | 39,555 | $1.60M | 0.06% | −1,663−4.0% | Reduced |
| Safeguard Investment Advisory Group, LLC | 39,437 | $1.59M | 0.60% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 39,203 | $1.58M | 0.01% | 00.0% | Unchanged |
| US Bancorp | 37,719 | $1.52M | 0.00% | +7,291+24.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 37,452 | $1.51M | 0.04% | −1,745−4.5% | Reduced |
| HighTower Advisors, LLC | 37,183 | $1.50M | 0.00% | +985+2.7% | Added |
| Ameritas Investment Partners, Inc. | 37,170 | $1.50M | 0.05% | −2,467−6.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 37,146 | $1.50M | 0.01% | +1,357+3.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 37,076 | $1.50M | 0.00% | 00.0% | Unchanged |
| AMG National Trust Bank | 37,025 | $1.50M | 0.05% | −209−0.6% | Reduced |
| New Mexico Educational Retirement Board | 37,000 | $1.50M | 0.06% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 35,669 | $1.44M | 0.01% | +8,645+32.0% | Added |
| Simplex Trading, LLC | 34,635 | $1.40M | 0.04% | +29,342+554.4% | Added |