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 |
|---|---|---|---|---|---|
| Handelsbanken Fonder AB | 39,203 | $1.73M | 0.01% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 39,437 | $1.74M | 0.59% | 00.0% | Unchanged |
| Caxton Associates LP | 40,331 | $1.78M | 0.12% | +40,331 | New |
| AlphaCore Capital LLC | 40,561 | $1.79M | 0.48% | +130.0% | Added |
| Investors Research Corp | 40,712 | $1.80M | 0.42% | −860−2.1% | Reduced |
| State of Michigan Retirement System | 41,616 | $1.84M | 0.01% | +1,200+3.0% | Added |
| Oregon Public Employees Retirement Fund | 41,853 | $1.85M | 0.04% | −5,548−11.7% | Reduced |
| Commonwealth Equity Services, LLC | 41,898 | $1.85M | 0.00% | +7,988+23.6% | Added |
| Thrivent Financial for Lutherans | 42,489 | $1.87M | 0.00% | +434+1.0% | Added |
| Empowered Funds, LLC | 43,670 | $1.93M | 0.03% | +190+0.4% | Added |
| Caption Management, LLC | 45,980 | $2.03M | 0.22% | +45,980 | New |
| Arizona State Retirement System | 46,264 | $2.04M | 0.01% | −795−1.7% | Reduced |
| Ensign Peak Advisors, Inc | 47,789 | $2.11M | 0.00% | −2,411−4.8% | Reduced |
| Louisiana State Employees Retirement System | 48,800 | $2.15M | 0.04% | +1,500+3.2% | Added |
| Algebris (UK) Ltd | 52,667 | $2.15M | 0.96% | +52,667 | New |
| Abn Amro Investment Solutions | 50,005 | $2.21M | 0.04% | +50,005 | New |
| Man Group plc | 51,152 | $2.26M | 0.01% | −108,066−67.9% | Reduced |
| M&T Bank Corp | 51,831 | $2.29M | 0.01% | −2,838−5.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 52,493 | $2.31M | 0.12% | −10,378−16.5% | Reduced |
| Quest Partners LLC | 54,799 | $2.42M | 0.42% | +10,606+24.0% | Added |
| Wittenberg Investment Management, Inc. | 55,165 | $2.43M | 0.83% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 55,545 | $2.45M | 0.03% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 55,700 | $2.46M | 0.08% | +3,200+6.1% | Added |
| Jane Street Group, LLC | 56,066 | $2.47M | 0.00% | −164,792−74.6% | Reduced |
| CIBC Private Wealth Group, LLC | 56,950 | $2.48M | 0.00% | −2,096−3.5% | Reduced |
| Laurion Capital Management LP | 58,036 | $2.56M | 0.07% | +18,481+46.7% | Added |
| Kames Capital plc | 58,478 | $2.58M | 0.04% | −1,794−3.0% | Reduced |
| Deutsche Bank AG | 59,030 | $2.60M | 0.00% | −51,144−46.4% | Reduced |
| Point72 Hong Kong Ltd | 59,437 | $2.62M | 0.13% | +47,133+383.1% | Added |
| Teacher Retirement System of Texas | 61,394 | $2.71M | 0.02% | +11,780+23.7% | Added |
| Teachers Retirement System of the State of Kentucky | 61,705 | $2.72M | 0.02% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 61,730 | $2.72M | 0.04% | +61,730 | New |
| Victory Capital Management Inc | 61,791 | $2.72M | 0.00% | −188,847−75.3% | Reduced |
| Advisor Group Holdings, Inc. | 62,229 | $2.74M | 0.01% | −10,054−13.9% | Reduced |
| PGGM Investments | 65,874 | $2.90M | 0.04% | +19,430+41.8% | Added |
| Public Employees Retirement System of Ohio | 69,318 | $3.06M | 0.01% | −6,535−8.6% | Reduced |
| First Wilshire Securities Management Inc | 70,400 | $3.10M | 0.91% | −73,688−51.1% | Reduced |
| CI Private Wealth, LLC | 78,228 | $3.27M | 0.01% | −24,434−23.8% | Reduced |
| Cresset Asset Management, LLC | 78,924 | $3.48M | 0.02% | +15,360+24.2% | Added |
| Treasurer of the State of North Carolina | 80,887 | $3.57M | 0.02% | +550+0.7% | Added |
| Yousif Capital Management, LLC | 80,955 | $3.57M | 0.04% | −1,456−1.8% | Reduced |
| The PNC Financial Services Group, Inc. | 80,972 | $3.57M | 0.00% | +2,750+3.5% | Added |
| Nisa Investment Advisors, LLC | 81,752 | $3.61M | 0.02% | −148,292−64.5% | Reduced |
| State of New Jersey Common Pension Fund D | 83,017 | $3.66M | 0.01% | 00.0% | Unchanged |
| Ceredex Value Advisors LLC | 83,048 | $3.66M | 0.06% | −880,152−91.4% | Reduced |
| Commerce Bank | 85,286 | $3.76M | 0.02% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 86,361 | $3.81M | 0.08% | +5,413+6.7% | Added |
| Franklin Resources Inc | 89,700 | $3.96M | 0.00% | −82,204−47.8% | Reduced |
| Comerica Bank | 90,034 | $3.97M | 0.02% | +8,907+11.0% | Added |
| SPX Equities Gestao de Recursos Ltda | 91,130 | $4.02M | 0.35% | +91,130 | New |
| Jump Financial, LLC | 91,435 | $4.03M | 0.11% | +50,901+125.6% | Added |
| Voya Investment Management LLC | 91,736 | $4.05M | 0.00% | +33,107+56.5% | Added |
| Intrepid Capital Management Inc | 91,902 | $4.05M | 2.63% | −12,640−12.1% | Reduced |
| Boston Common Asset Management, LLC | 95,787 | $4.22M | 0.10% | +95,787 | New |
| MetLife Investment Management | 96,525 | $4.26M | 0.03% | −1,799−1.8% | Reduced |
| Ervin Investment Management, LLC | 96,612 | $4.26M | 2.99% | −1,160−1.2% | Reduced |
| Canada Pension Plan Investment Board | 97,000 | $4.28M | 0.00% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 97,915 | $4.32M | 0.07% | −3,241−3.2% | Reduced |
| RBF Capital, LLC | 100,000 | $4.41M | 0.25% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 100,000 | $4.41M | 0.42% | 00.0% | Unchanged |
| 1492 Capital Management LLC | 100,597 | $4.44M | 2.47% | +6,215+6.6% | Added |
| Amalgamated Bank | 100,859 | $4.45M | 0.04% | −8,369−7.7% | Reduced |
| Mutual of America Capital Management LLC | 101,023 | $4.46M | 0.05% | −3,290−3.2% | Reduced |
| Price T Rowe Associates Inc | 101,079 | $4.46M | 0.00% | −37,413−27.0% | Reduced |
| Envestnet Asset Management Inc | 101,846 | $4.49M | 0.00% | −23,436−18.7% | Reduced |
| Bridgewater Associates, LP | 102,874 | $4.54M | 0.02% | +71,181+224.6% | Added |
| Bridgeway Capital Management, LLC | 104,200 | $4.60M | 0.09% | 00.0% | Unchanged |
| Epacria Capital Partners, LLC | 107,481 | $4.74M | 3.44% | 00.0% | Unchanged |
| KBC Group NV | 108,548 | $4.79M | 0.02% | +2,418+2.3% | Added |
| LPL Financial LLC | 111,466 | $4.92M | 0.00% | +286+0.3% | Added |
| Karpas Strategies, LLC | 113,297 | $5.00M | 1.55% | −478−0.4% | Reduced |
| Brandywine Global Investment Management, LLC | 114,164 | $5.03M | 0.04% | +339+0.3% | Added |
| New York State Common Retirement Fund | 121,921 | $5.38M | 0.01% | −7,656−5.9% | Reduced |
| Poehling Capital Management, LLC | 122,281 | $5.39M | 1.44% | −115−0.1% | Reduced |
| First Trust Advisors LP | 125,663 | $5.54M | 0.01% | −54,951−30.4% | Reduced |
| Arnhold LLC | 127,677 | $5.63M | 0.60% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 128,943 | $5.69M | 0.06% | +124,208+2,623.2% | Added |
| Algert Global LLC | 129,934 | $5.73M | 0.22% | −3,694−2.8% | Reduced |
| Retirement Group, LLC | 133,962 | $5.91M | 2.12% | +458+0.3% | Added |
| ExodusPoint Capital Management, LP | 135,034 | $5.96M | 0.07% | +107,677+393.6% | Added |
| UBS Group AG | 139,313 | $6.14M | 0.00% | +29,050+26.3% | Added |
| Two Sigma Advisers, LP | 139,600 | $6.16M | 0.01% | +67,800+94.4% | Added |
| State of Wisconsin Investment Board | 142,541 | $6.29M | 0.02% | −17,996−11.2% | Reduced |
| Gabelli Funds LLC | 147,110 | $6.49M | 0.05% | −9,500−6.1% | Reduced |
| Royal Bank of Canada | 147,748 | $6.51M | 0.00% | +30,016+25.5% | Added |
| Susquehanna Portfolio Strategies, LLC | 147,755 | $6.52M | 0.15% | 00.0% | Unchanged |
| Texas Permanent School Fund | 148,388 | $6.54M | 0.05% | +2,963+2.0% | Added |
| Waterfront Wealth Inc. | 150,805 | $6.58M | 1.84% | +942+0.6% | Added |
| Manufacturers Life Insurance Company, The | 150,199 | $6.62M | 0.01% | +7,713+5.4% | Added |
| Iat Reinsurance Co Ltd. | 360,872 | $6.63M | 2.95% | 00.0% | Unchanged |
| Great West Life Assurance Co | 150,582 | $6.64M | 0.01% | +4,336+3.0% | Added |
| American Century Companies Inc | 155,434 | $6.85M | 0.00% | +107,473+224.1% | Added |
| Redwood Investment Management, LLC | 156,723 | $6.91M | 0.66% | +42,323+37.0% | Added |
| Beacon Investment Advisory Services, Inc. | 158,630 | $7.00M | 0.30% | +8,615+5.7% | Added |
| Schonfeld Strategic Advisors LLC | 168,844 | $7.45M | 0.06% | −62,035−26.9% | Reduced |
| California State Teachers Retirement System | 171,755 | $7.57M | 0.01% | −10,151−5.6% | Reduced |
| Squarepoint Ops LLC | 177,801 | $7.84M | 0.03% | −69,807−28.2% | Reduced |
| Voloridge Investment Management, LLC | 180,472 | $7.96M | 0.03% | +180,472 | New |
| Lafayette Investments, Inc. | 184,723 | $8.15M | 1.83% | −708−0.4% | Reduced |
| Two Sigma Investments, LP | 185,454 | $8.18M | 0.02% | +72,730+64.5% | Added |