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 |
|---|---|---|---|---|---|
| Wedge Capital Management L L P | 33,907 | $1.37M | 0.02% | +4,549+15.5% | Added |
| Commonwealth Equity Services, LLC | 33,910 | $1.37M | 0.00% | +581+1.7% | Added |
| Allianz Asset Management GmbH | 33,876 | $1.37M | 0.00% | −44,433−56.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 33,661 | $1.36M | 0.02% | +6,736+25.0% | Added |
| Intrinsic Value Partners, LLC | 32,463 | $1.31M | 1.53% | −225−0.7% | Reduced |
| Bridgewater Associates, LP | 31,693 | $1.28M | 0.01% | +19,997+171.0% | Added |
| Engineers Gate Manager LP | 31,539 | $1.27M | 0.04% | +31,539 | New |
| Utah Retirement Systems | 31,384 | $1.27M | 0.02% | −1,300−4.0% | Reduced |
| Balyasny Asset Management LLC | 31,246 | $1.26M | 0.00% | −740,599−96.0% | Reduced |
| State of Tennessee, Treasury Department | 30,500 | $1.23M | 0.00% | +30,500 | New |
| Radnor Capital Management, LLC | 30,290 | $1.22M | 0.23% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 29,847 | $1.21M | 0.00% | +278+0.9% | Added |
| Centennial Bank | 28,684 | $1.16M | 0.69% | −1,157−3.9% | Reduced |
| Pathstone Holdings, LLC | 28,205 | $1.14M | 0.01% | +28,205 | New |
| Wellington Shields Capital Management, LLC | 28,000 | $1.13M | 0.14% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 27,834 | $1.12M | 0.00% | −9,679−25.8% | Reduced |
| ExodusPoint Capital Management, LP | 27,357 | $1.10M | 0.01% | −18,325−40.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 26,546 | $1.07M | 0.00% | +26,546 | New |
| Point72 Middle East FZE | 25,790 | $1.04M | 0.07% | −50,085−66.0% | Reduced |
| QRG Capital Management, Inc. | 25,777 | $1.04M | 0.02% | −27−0.1% | Reduced |
| Moors & Cabot, Inc. | 25,495 | $1.03M | 0.06% | −3,870−13.2% | Reduced |
| MBM Wealth Consultants, LLC | 25,124 | $1.03M | 0.38% | +2,101+9.1% | Added |
| Bard Financial Services, Inc. | 25,425 | $1.03M | 0.12% | −10,500−29.2% | Reduced |
| Pacer Advisors, Inc. | 25,306 | $1.02M | 0.00% | +10,525+71.2% | Added |
| Natixis Advisors, L.P. | 25,074 | $1.01M | 0.00% | −5,893−19.0% | Reduced |
| HSBC Holdings PLC | 24,905 | $1.01M | 0.00% | +24,905 | New |
| Parsons Capital Management Inc | 24,743 | $999.9K | 0.07% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 23,694 | $957.5K | 1.39% | +321+1.4% | Added |
| Federated Hermes, Inc. | 23,522 | $950.5K | 0.00% | +714+3.1% | Added |
| Citigroup Inc | 23,368 | $944.3K | 0.00% | −435,900−94.9% | Reduced |
| Xponance, Inc. | 23,248 | $939.5K | 0.01% | −856−3.6% | Reduced |
| Storebrand Asset Management AS | 22,813 | $921.9K | 0.00% | −544−2.3% | Reduced |
| Equitable Trust Co | 22,790 | $920.9K | 0.07% | +2,270+11.1% | Added |
| Tower Research Capital LLC (TRC) | 22,576 | $912.3K | 0.01% | −3,162−12.3% | Reduced |
| JustInvest LLC | 22,345 | $903.0K | 0.02% | −3,101−12.2% | Reduced |
| Quadrature Capital Ltd | 21,218 | $857.4K | 0.02% | +15,138+249.0% | Added |
| Gotham Asset Management, LLC | 21,030 | $849.8K | 0.02% | −271−1.3% | Reduced |
| Cubic Asset Management, LLC | 20,187 | $815.8K | 0.21% | −560−2.7% | Reduced |
| Creative Planning | 20,179 | $815.4K | 0.00% | +998+5.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 20,156 | $814.5K | 0.00% | +20,156 | New |
| Pictet Asset Management Holding SA | 19,661 | $794.5K | 0.00% | +938+5.0% | Added |
| Bank of Montreal | 19,186 | $782.6K | 0.00% | −5,049−20.8% | Reduced |
| DRW Securities, LLC | 19,098 | $771.8K | 0.02% | +13,598+247.2% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 18,926 | $764.8K | 0.19% | +18,926 | New |
| NorthCrest Asset Manangement, LLC | 18,700 | $755.7K | 0.03% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 18,530 | $749.0K | 0.01% | +14,641+376.5% | Added |
| MQS Management LLC | 18,445 | $745.4K | 0.41% | +18,445 | New |
| Public Employees Retirement Association of Colorado | 18,186 | $735.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 18,179 | $734.0K | 0.01% | −2,830−13.5% | Reduced |
| National Bank of Canada | 17,939 | $724.8K | 0.00% | −1,970−9.9% | Reduced |
| Evercore Wealth Management, LLC | 17,933 | $724.7K | 0.01% | 00.0% | Unchanged |
| Verition Fund Management LLC | 17,435 | $704.5K | 0.01% | −54,780−75.9% | Reduced |
| Blair William & Co | 17,038 | $688.5K | 0.00% | +200+1.2% | Added |
| KWMG, LLC | 16,896 | $682.8K | 0.08% | −291−1.7% | Reduced |
| Rehmann Capital Advisory Group | 16,286 | $658.1K | 0.05% | −641−3.8% | Reduced |
| Ancora Advisors, LLC | 15,900 | $642.5K | 0.02% | −25−0.2% | Reduced |
| Raymond James Trust N.A. | 15,704 | $634.6K | 0.02% | +1,548+10.9% | Added |
| Joel Isaacson & Co., LLC | 15,500 | $626.4K | 0.04% | 00.0% | Unchanged |
| Intech Investment Management LLC | 15,320 | $619.1K | 0.01% | −15,939−51.0% | Reduced |
| Farther Finance Advisors, LLC | 15,301 | $618.3K | 0.04% | −604−3.8% | Reduced |
| King Luther Capital Management Corp | 15,238 | $615.8K | 0.00% | −423−2.7% | Reduced |
| Old National Bancorp | 15,208 | $614.6K | 0.02% | −33,128−68.5% | Reduced |
| Harbor Advisors LLC | 15,000 | $606.1K | 0.12% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 14,907 | $602.4K | 0.06% | +9,048+154.4% | Added |
| Citadel Investment Advisory, Inc. | 14,885 | $602.0K | 0.37% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 14,495 | $585.7K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 14,417 | $582.6K | 0.03% | −1,084−7.0% | Reduced |
| Securian Asset Management, Inc | 14,206 | $574.1K | 0.02% | −763−5.1% | Reduced |
| Maryland State Retirement & Pension System | 14,086 | $569.2K | 0.01% | −1,680−10.7% | Reduced |
| Crossmark Global Holdings, Inc. | 14,015 | $566.0K | 0.01% | −972−6.5% | Reduced |
| Ontario Teachers Pension Plan Board | 13,981 | $565.0K | 0.01% | +13,981 | New |
| Axq Capital, LP | 13,769 | $556.4K | 0.15% | +13,769 | New |
| Jefferies Financial Group Inc. | 13,043 | $527.1K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 13,026 | $526.4K | 0.08% | −195−1.5% | Reduced |
| United Services Automobile Association | 12,955 | $523.5K | 0.01% | +1,382+11.9% | Added |
| BNP Paribas Arbitrage, SA | 12,913 | $521.8K | 0.00% | +287+2.3% | Added |
| Entropy Technologies, LP | 12,844 | $519.0K | 0.10% | +12,844 | New |
| Nebula Research & Development LLC | 12,542 | $506.8K | 0.15% | +12,542 | New |
| Point72 Hong Kong Ltd | 12,304 | $497.2K | 0.03% | +12,304 | New |
| Catalyst Financial Partners LLC | 12,084 | $488.3K | 0.14% | +54+0.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 12,092 | $482.1K | 0.00% | +35+0.3% | Added |
| Carmel Capital Partners, LLC | 11,400 | $460.7K | 0.24% | −1,000−8.1% | Reduced |
| Shell Asset Management Co | 11,297 | $457.0K | 0.02% | −3,412−23.2% | Reduced |
| Mariner, LLC | 11,277 | $455.7K | 0.00% | +702+6.6% | Added |
| Alaska Permanent Fund Corp | 11,245 | $454.4K | 0.01% | +11,245 | New |
| Connable Office Inc | 11,200 | $452.6K | 0.05% | 00.0% | Unchanged |
| Teza Capital Management LLC | 11,184 | $451.9K | 0.08% | +11,184 | New |
| Sage Capital Management, LLC | 10,901 | $440.5K | 0.26% | +10,901 | New |
| Wade G W & Inc | 10,876 | $440.0K | 0.01% | +10,876 | New |
| Hamilton Capital Partners Inc. | 10,810 | $436.8K | 0.09% | +5,810+116.2% | Added |
| Sherbrooke Park Advisers LLC | 10,770 | $435.2K | 0.20% | −21,126−66.2% | Reduced |
| Handelsinvest Investeringsforvaltning | 10,756 | $435.0K | 0.18% | +10,756 | New |
| Stifel Financial Corp | 10,700 | $432.4K | 0.00% | −3,459−24.4% | Reduced |
| Yorktown Management & Research Co Inc | 10,700 | $432.4K | 0.45% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 10,665 | $431.0K | 0.03% | +956+9.8% | Added |
| Pinnacle Associates Ltd | 10,217 | $412.9K | 0.01% | +507+5.2% | Added |
| Am Investment Strategies LLC | 10,122 | $409.0K | 0.12% | +10,122 | New |
| HMS Capital Management, LLC | 9,682 | $391.2K | 0.24% | −101−1.0% | Reduced |
| Monticello Wealth Management, LLC | 9,578 | $387.0K | 0.04% | −1,690−15.0% | Reduced |
| Brinker Capital Investments, LLC | 9,417 | $383.2K | 0.00% | +1,367+17.0% | Added |