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, Q1 2024
Institutional positions in Jefferies Financial Group Inc. as of Mar 31, 2024. 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
- 480
- +9 vs. Q4 2023
- Shares held
- 130.5M
- +1.62M (+1.3%) vs. Q4 2023
- Total value
- $5.74B
- +$534.0M (+10.3%) vs. Q4 2023
- New holders
- 58
- 145 more added
- Sold out
- 49
- 165 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Jefferies Financial Group Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 16,033,785 | $707.1M | 0.01% | −1,456,208−8.3% | Reduced |
| BlackRock Inc. | 15,742,939 | $694.3M | 0.02% | −9,074−0.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 6,113,391 | $269.6M | 0.42% | +2,876,529+88.9% | Added |
| First Pacific Advisors, LP | 5,420,370 | $239.0M | 3.35% | −3,380−0.1% | Reduced |
| State Street Corp | 5,329,583 | $235.0M | 0.01% | +96,333+1.8% | Added |
| Dimensional Fund Advisors LP | 4,155,953 | $183.3M | 0.05% | −249,913−5.7% | Reduced |
| Alliancebernstein L.P. | 3,250,558 | $143.3M | 0.05% | −393,217−10.8% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 3,006,870 | $132.6M | 0.45% | −16,707−0.6% | Reduced |
| Donald Smith & Co., Inc. | 2,856,568 | $126.0M | 2.93% | −415,676−12.7% | Reduced |
| Geode Capital Management, LLC | 2,783,500 | $122.8M | 0.01% | +127,500+4.8% | Added |
| Norges Bank | 2,416,439 | $106.6M | 0.02% | +217,685+9.9% | Added |
| Invesco Ltd. | 2,250,505 | $99.2M | 0.02% | +116,300+5.4% | Added |
| Bank of New York Mellon Corp | 2,134,614 | $94.1M | 0.02% | −76,908−3.5% | Reduced |
| JPMorgan Chase & Co | 2,010,932 | $88.7M | 0.01% | +95,196+5.0% | Added |
| Arrowstreet Capital, Limited Partnership | 1,890,122 | $83.4M | 0.08% | +348,052+22.6% | Added |
| Morgan Stanley | 1,822,414 | $80.4M | 0.01% | +357,119+24.4% | Added |
| Alyeska Investment Group, L.P. | 1,757,120 | $77.5M | 0.48% | +952,594+118.4% | Added |
| Principal Financial Group Inc | 1,707,433 | $75.3M | 0.04% | +199,662+13.2% | Added |
| Beck Mack & Oliver LLC | 1,696,418 | $74.8M | 1.52% | −43,730−2.5% | Reduced |
| Nuveen Asset Management, LLC | 1,683,893 | $74.3M | 0.02% | +694,363+70.2% | Added |
| Barclays PLC | 1,633,429 | $72.0M | 0.03% | +1,086,891+198.9% | Added |
| Captrust Financial Advisors | 1,523,671 | $67.2M | 0.25% | −66,915−4.2% | Reduced |
| Northern Trust Corp | 1,406,498 | $62.0M | 0.01% | −428,890−23.4% | Reduced |
| Miller Howard Investments Inc | 1,383,123 | $61.0M | 2.00% | −18,021−1.3% | Reduced |
| Millennium Management LLC | 1,276,071 | $56.3M | 0.05% | −495,409−28.0% | Reduced |
| Private Management Group Inc | 1,275,873 | $56.3M | 2.13% | −141,149−10.0% | Reduced |
| Charles Schwab Investment Management Inc | 1,225,434 | $54.0M | 0.01% | +27,738+2.3% | Added |
| Moerus Capital Management LLC | 1,063,029 | $46.9M | 14.70% | −116,123−9.8% | Reduced |
| Zurich Insurance Group Ltd | 1,058,794 | $46.7M | 0.43% | +45,348+4.5% | Added |
| Burgundy Asset Management Ltd. | 1,051,969 | $46.4M | 0.48% | +11,465+1.1% | Added |
| LSV Asset Management | 1,040,600 | $45.9M | 0.09% | −149,900−12.6% | Reduced |
| Janus Henderson Group PLC | 1,000,659 | $44.1M | 0.02% | −177,749−15.1% | Reduced |
| Private Capital Management, LLC | 812,425 | $35.8M | 4.05% | −132,500−14.0% | Reduced |
| Hosking Partners LLP | 784,140 | $34.6M | 1.28% | −2,387−0.3% | Reduced |
| Qube Research & Technologies Ltd | 732,538 | $32.3M | 0.06% | +309,949+73.3% | Added |
| Goldman Sachs Group Inc | 711,074 | $31.4M | 0.01% | +48,615+7.3% | Added |
| Loomis Sayles & Co L P | 665,950 | $29.4M | 0.04% | +249,505+59.9% | Added |
| Bank of America Corp | 597,428 | $26.3M | 0.00% | +95,554+19.0% | Added |
| STRS Ohio | 591,742 | $26.1M | 0.10% | +4,330+0.7% | Added |
| Cinctive Capital Management LP | 560,978 | $24.7M | 1.27% | +228,768+68.9% | Added |
| Mraz, Amerine & Associates, Inc. | 560,073 | $24.7M | 4.67% | −7,868−1.4% | Reduced |
| Retirement Systems of Alabama | 511,907 | $22.6M | 0.09% | +13,567+2.7% | Added |
| Rhumbline Advisers | 495,093 | $21.8M | 0.02% | −25,606−4.9% | Reduced |
| Ameriprise Financial Inc | 468,085 | $20.6M | 0.01% | −50,697−9.8% | Reduced |
| GoodHaven Capital Management, LLC | 449,558 | $19.8M | 7.46% | 00.0% | Unchanged |
| Cerity Partners LLC | 448,999 | $19.8M | 0.05% | +252,442+128.4% | Added |
| FMR LLC | 441,638 | $19.5M | 0.00% | −262,077−37.2% | Reduced |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 433,558 | $19.1M | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 431,673 | $19.0M | 0.02% | +117,142+37.2% | Added |
| Marshall Wace, LLP | 417,974 | $18.4M | 0.03% | +417,974 | New |
| Guggenheim Capital LLC | 417,545 | $18.4M | 0.13% | +116,998+38.9% | Added |
| Robotti Robert | 417,229 | $18.4M | 2.50% | −3,605−0.9% | Reduced |
| Legal & General Group Plc | 412,961 | $18.2M | 0.01% | −33,572−7.5% | Reduced |
| Russell Investments Group, Ltd. | 410,988 | $18.1M | 0.03% | +16,909+4.3% | Added |
| NewEdge Wealth, LLC | 399,525 | $17.5M | 0.39% | +43,146+12.1% | Added |
| Balyasny Asset Management LLC | 395,488 | $17.4M | 0.04% | +364,242+1,165.7% | Added |
| SEI Investments Co | 376,597 | $16.6M | 0.02% | +180,702+92.2% | Added |
| California Public Employees Retirement System | 343,321 | $15.1M | 0.01% | −14,789−4.1% | Reduced |
| Swiss National Bank | 332,400 | $14.7M | 0.01% | +600+0.2% | Added |
| UBS Asset Management Americas Inc | 326,568 | $14.4M | 0.01% | −7,251−2.2% | Reduced |
| Fisher Asset Management, LLC | 317,546 | $14.0M | 0.01% | −12,513−3.8% | Reduced |
| Rock Point Advisors, LLC | 316,738 | $14.0M | 4.15% | −36,639−10.4% | Reduced |
| First Manhattan Co | 306,767 | $13.5M | 0.04% | −5,376−1.7% | Reduced |
| Oppenheimer & Co Inc | 293,559 | $12.9M | 0.21% | −162,403−35.6% | Reduced |
| Raymond James & Associates | 283,479 | $12.5M | 0.01% | +49,325+21.1% | Added |
| Bamco Inc | 279,528 | $12.3M | 0.03% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 276,516 | $12.2M | 0.73% | −1,310−0.5% | Reduced |
| Wells Fargo & Company | 270,787 | $11.9M | 0.00% | +8,408+3.2% | Added |
| Colony Group, LLC | 267,322 | $11.8M | 0.10% | +13,885+5.5% | Added |
| New York State Teachers Retirement System | 246,645 | $10.9M | 0.02% | −8,306−3.3% | Reduced |
| Interval Partners, LP | 238,271 | $10.5M | 0.40% | −55,368−18.9% | Reduced |
| ACR Alpine Capital Research, LLC | 237,381 | $10.5M | 0.32% | +5,652+2.4% | Added |
| Boston Partners | 235,066 | $10.4M | 0.01% | −48,646−17.1% | Reduced |
| Citadel Advisors LLC | 226,852 | $10.0M | 0.01% | +131,273+137.3% | Added |
| American International Group, Inc. | 224,530 | $9.90M | 0.04% | −2,967−1.3% | Reduced |
| Merrion Investment Management Co, LLC | 214,314 | $9.45M | 6.75% | 00.0% | Unchanged |
| AQR Capital Management LLC | 191,379 | $8.44M | 0.01% | −47,858−20.0% | Reduced |
| State Board of Administration of Florida Retirement System | 263,504 | $8.36M | 0.02% | +14,612+5.9% | Added |
| Credit Suisse AG | 185,996 | $8.20M | 0.01% | −4,411−2.3% | Reduced |
| Two Sigma Investments, LP | 185,454 | $8.18M | 0.02% | +72,730+64.5% | Added |
| Lafayette Investments, Inc. | 184,723 | $8.15M | 1.83% | −708−0.4% | Reduced |
| Voloridge Investment Management, LLC | 180,472 | $7.96M | 0.03% | +180,472 | New |
| Squarepoint Ops LLC | 177,801 | $7.84M | 0.03% | −69,807−28.2% | Reduced |
| California State Teachers Retirement System | 171,755 | $7.57M | 0.01% | −10,151−5.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 168,844 | $7.45M | 0.06% | −62,035−26.9% | Reduced |
| Beacon Investment Advisory Services, Inc. | 158,630 | $7.00M | 0.30% | +8,615+5.7% | Added |
| Redwood Investment Management, LLC | 156,723 | $6.91M | 0.66% | +42,323+37.0% | Added |
| American Century Companies Inc | 155,434 | $6.85M | 0.00% | +107,473+224.1% | Added |
| Great West Life Assurance Co | 150,582 | $6.64M | 0.01% | +4,336+3.0% | Added |
| Iat Reinsurance Co Ltd. | 360,872 | $6.63M | 2.95% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 150,199 | $6.62M | 0.01% | +7,713+5.4% | Added |
| Waterfront Wealth Inc. | 150,805 | $6.58M | 1.84% | +942+0.6% | Added |
| Texas Permanent School Fund | 148,388 | $6.54M | 0.05% | +2,963+2.0% | Added |
| Susquehanna Portfolio Strategies, LLC | 147,755 | $6.52M | 0.15% | 00.0% | Unchanged |
| Royal Bank of Canada | 147,748 | $6.51M | 0.00% | +30,016+25.5% | Added |
| Gabelli Funds LLC | 147,110 | $6.49M | 0.05% | −9,500−6.1% | Reduced |
| State of Wisconsin Investment Board | 142,541 | $6.29M | 0.02% | −17,996−11.2% | Reduced |
| Two Sigma Advisers, LP | 139,600 | $6.16M | 0.01% | +67,800+94.4% | Added |
| UBS Group AG | 139,313 | $6.14M | 0.00% | +29,050+26.3% | Added |
| ExodusPoint Capital Management, LP | 135,034 | $5.96M | 0.07% | +107,677+393.6% | Added |