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 |
|---|---|---|---|---|---|
| BFSG, LLC | 11,811 | $520.9K | 0.07% | −1,215−9.3% | Reduced |
| Farther Finance Advisors, LLC | 11,988 | $522.1K | 0.03% | −3,313−21.7% | Reduced |
| Mariner, LLC | 11,878 | $523.8K | 0.00% | +601+5.3% | Added |
| GTS Securities LLC | 11,951 | $527.0K | 0.01% | +6,599+123.3% | Added |
| Sciencast Management LP | 11,996 | $529.0K | 0.32% | +11,996 | New |
| Cipher Capital LP | 12,235 | $539.6K | 0.25% | −33,567−73.3% | Reduced |
| Ontario Teachers Pension Plan Board | 12,448 | $549.0K | 0.01% | −1,533−11.0% | Reduced |
| Roberts Capital Advisors, LLC | 12,594 | $555.4K | 0.53% | +12,594 | New |
| Quadrature Capital Ltd | 12,817 | $565.0K | 0.01% | −8,401−39.6% | Reduced |
| United Services Automobile Association | 12,955 | $571.3K | 0.01% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 13,043 | $575.2K | 0.01% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 13,078 | $576.8K | 0.36% | +13,078 | New |
| Truist Financial Corp | 13,083 | $577.0K | 0.00% | +13,083 | New |
| Catalyst Financial Partners LLC | 14,045 | $578.5K | 0.15% | +1,961+16.2% | Added |
| Maryland State Retirement & Pension System | 14,086 | $579.5K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 13,324 | $588.0K | 0.01% | −691−4.9% | Reduced |
| Securian Asset Management, Inc | 13,863 | $611.4K | 0.02% | −343−2.4% | Reduced |
| Silvercrest Asset Management Group LLC | 14,345 | $632.6K | 0.00% | −150−1.0% | Reduced |
| Sherbrooke Park Advisers LLC | 14,796 | $652.5K | 0.13% | +4,026+37.4% | Added |
| Citadel Investment Advisory, Inc. | 14,885 | $656.0K | 0.37% | 00.0% | Unchanged |
| Harbor Advisors LLC | 15,000 | $661.5K | 0.12% | 00.0% | Unchanged |
| Shay Capital LLC | 15,000 | $661.5K | 0.19% | +15,000 | New |
| Ancora Advisors, LLC | 15,175 | $669.2K | 0.02% | −725−4.6% | Reduced |
| Citigroup Inc | 15,372 | $677.9K | 0.00% | −7,996−34.2% | Reduced |
| Joel Isaacson & Co., LLC | 15,500 | $683.5K | 0.04% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 15,534 | $685.0K | 0.00% | +296+1.9% | Added |
| Catalyst Funds Management Pty Ltd | 15,800 | $696.8K | 0.19% | +15,800 | New |
| Lecap Asset Management Ltd | 16,031 | $707.0K | 0.15% | +16,031 | New |
| JustInvest LLC | 16,242 | $716.3K | 0.02% | −6,103−27.3% | Reduced |
| Cetera Investment Advisers | 16,378 | $722.3K | 0.00% | +16,378 | New |
| Raymond James Trust N.A. | 16,483 | $726.9K | 0.02% | +779+5.0% | Added |
| KWMG, LLC | 16,959 | $747.9K | 0.08% | +63+0.4% | Added |
| Blair William & Co | 17,039 | $751.4K | 0.00% | +10.0% | Added |
| Public Employees Retirement Association of Colorado | 17,153 | $756.0K | 0.00% | −1,033−5.7% | Reduced |
| Verition Fund Management LLC | 17,723 | $781.6K | 0.01% | +288+1.7% | Added |
| NorthCrest Asset Manangement, LLC | 17,850 | $787.2K | 0.03% | −850−4.5% | Reduced |
| Evercore Wealth Management, LLC | 17,933 | $790.8K | 0.01% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 18,101 | $798.3K | 0.04% | +18,101 | New |
| Tower Research Capital LLC (TRC) | 18,111 | $798.7K | 0.02% | −4,465−19.8% | Reduced |
| State of Alaska, Department of Revenue | 18,389 | $810.0K | 0.01% | +210+1.2% | Added |
| Federated Hermes, Inc. | 18,729 | $825.9K | 0.00% | −4,793−20.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 18,766 | $827.6K | 0.00% | −359,754−95.0% | Reduced |
| Cubic Asset Management, LLC | 20,112 | $886.9K | 0.21% | −75−0.4% | Reduced |
| Bank of Montreal | 19,756 | $894.7K | 0.00% | +570+3.0% | Added |
| Equitable Trust Co | 20,630 | $909.8K | 0.06% | −2,160−9.5% | Reduced |
| Creative Planning | 20,929 | $923.0K | 0.00% | +750+3.7% | Added |
| Axq Capital, LP | 21,169 | $933.6K | 0.22% | +7,400+53.7% | Added |
| Prudential Financial Inc | 21,266 | $937.8K | 0.00% | −96,378−81.9% | Reduced |
| Gotham Asset Management, LLC | 21,614 | $953.2K | 0.01% | +584+2.8% | Added |
| Gsa Capital Partners LLP | 21,712 | $957.0K | 0.08% | +12,929+147.2% | Added |
| Quantbot Technologies LP | 21,934 | $967.3K | 0.05% | −35,601−61.9% | Reduced |
| Pictet Asset Management Holding SA | 22,033 | $972.2K | 0.00% | +2,372+12.1% | Added |
| Bard Financial Services, Inc. | 22,050 | $972.4K | 0.10% | −3,375−13.3% | Reduced |
| National Bank of Canada | 21,198 | $985.6K | 0.00% | +3,259+18.2% | Added |
| Storebrand Asset Management AS | 22,813 | $1.01M | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 23,042 | $1.02M | 0.01% | −301,526−92.9% | Reduced |
| Redmont Wealth Advisors LLC | 23,503 | $1.04M | 1.44% | −191−0.8% | Reduced |
| Xponance, Inc. | 23,960 | $1.06M | 0.01% | +712+3.1% | Added |
| Park Avenue Securities LLC | 24,495 | $1.08M | 0.01% | +24,495 | New |
| Parsons Capital Management Inc | 24,743 | $1.09M | 0.07% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 24,750 | $1.09M | 0.06% | −745−2.9% | Reduced |
| Prescott Group Capital Management, L.L.C. | 25,000 | $1.10M | 0.18% | +25,000 | New |
| Capital Fund Management S.A. | 25,506 | $1.12M | 0.01% | −34,851−57.7% | Reduced |
| Pacer Advisors, Inc. | 25,568 | $1.13M | 0.00% | +262+1.0% | Added |
| Pacifica Capital Investments, LLC | 25,600 | $1.13M | 0.35% | −72,189−73.8% | Reduced |
| D. E. Shaw & Co., Inc. | 25,673 | $1.13M | 0.00% | −63,042−71.1% | Reduced |
| MBM Wealth Consultants, LLC | 26,018 | $1.15M | 0.40% | +894+3.6% | Added |
| Centennial Bank | 26,352 | $1.16M | 0.59% | −2,332−8.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 26,496 | $1.17M | 0.09% | +26,496 | New |
| Fox Run Management, L.L.C. | 26,627 | $1.17M | 0.25% | +26,627 | New |
| Mackenzie Financial Corp | 26,768 | $1.18M | 0.00% | −1,066−3.8% | Reduced |
| QRG Capital Management, Inc. | 27,228 | $1.20M | 0.02% | +1,451+5.6% | Added |
| Seven Eight Capital, LP | 27,541 | $1.21M | 0.13% | +18,332+199.1% | Added |
| Qsemble Capital Management, LP | 27,965 | $1.23M | 0.27% | +27,965 | New |
| Wellington Shields Capital Management, LLC | 28,000 | $1.23M | 0.23% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 28,781 | $1.27M | 0.02% | −41,040−58.8% | Reduced |
| Pathstone Holdings, LLC | 29,247 | $1.29M | 0.01% | +1,042+3.7% | Added |
| Natixis Advisors, L.P. | 29,342 | $1.29M | 0.00% | +4,268+17.0% | Added |
| Radnor Capital Management, LLC | 30,290 | $1.34M | 0.23% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 30,433 | $1.34M | 0.00% | +17,520+135.7% | Added |
| State of Tennessee, Treasury Department | 30,500 | $1.35M | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 30,748 | $1.36M | 0.02% | −2,913−8.7% | Reduced |
| Edgestream Partners, L.P. | 30,918 | $1.36M | 0.07% | −33,929−52.3% | Reduced |
| Point72 (DIFC) Ltd | 31,184 | $1.38M | 0.11% | +31,184 | New |
| Utah Retirement Systems | 31,384 | $1.38M | 0.02% | 00.0% | Unchanged |
| Intrinsic Value Partners, LLC | 31,638 | $1.40M | 1.49% | −825−2.5% | Reduced |
| Mercer Global Advisors Inc | 33,170 | $1.46M | 0.00% | +3,323+11.1% | Added |
| HighTower Advisors, LLC | 33,374 | $1.47M | 0.00% | −3,809−10.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 33,445 | $1.47M | 0.01% | −2,224−6.2% | Reduced |
| Stifel Financial Corp | 33,484 | $1.48M | 0.00% | +22,784+212.9% | Added |
| Allianz Asset Management GmbH | 33,924 | $1.50M | 0.00% | +48+0.1% | Added |
| Engineers Gate Manager LP | 34,998 | $1.54M | 0.04% | +3,459+11.0% | Added |
| US Bancorp | 35,596 | $1.57M | 0.00% | −2,123−5.6% | Reduced |
| New Mexico Educational Retirement Board | 37,000 | $1.63M | 0.06% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 37,170 | $1.64M | 0.06% | 00.0% | Unchanged |
| AMG National Trust Bank | 37,344 | $1.65M | 0.05% | +319+0.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 37,505 | $1.65M | 0.01% | +359+1.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 37,817 | $1.67M | 0.04% | +365+1.0% | Added |
| Susquehanna International Group, LLP | 38,445 | $1.70M | 0.00% | −57,193−59.8% | Reduced |
| Wedge Capital Management L L P | 39,103 | $1.72M | 0.03% | +5,196+15.3% | Added |