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 |
|---|---|---|---|---|---|
| Credit Suisse AG | 185,996 | $8.20M | 0.01% | −4,411−2.3% | Reduced |
| State Board of Administration of Florida Retirement System | 263,504 | $8.36M | 0.02% | +14,612+5.9% | Added |
| AQR Capital Management LLC | 191,379 | $8.44M | 0.01% | −47,858−20.0% | Reduced |
| Merrion Investment Management Co, LLC | 214,314 | $9.45M | 6.75% | 00.0% | Unchanged |
| American International Group, Inc. | 224,530 | $9.90M | 0.04% | −2,967−1.3% | Reduced |
| Citadel Advisors LLC | 226,852 | $10.0M | 0.01% | +131,273+137.3% | Added |
| Boston Partners | 235,066 | $10.4M | 0.01% | −48,646−17.1% | Reduced |
| ACR Alpine Capital Research, LLC | 237,381 | $10.5M | 0.32% | +5,652+2.4% | Added |
| Interval Partners, LP | 238,271 | $10.5M | 0.40% | −55,368−18.9% | Reduced |
| New York State Teachers Retirement System | 246,645 | $10.9M | 0.02% | −8,306−3.3% | Reduced |
| Colony Group, LLC | 267,322 | $11.8M | 0.10% | +13,885+5.5% | Added |
| Wells Fargo & Company | 270,787 | $11.9M | 0.00% | +8,408+3.2% | Added |
| Cambria Investment Management, L.P. | 276,516 | $12.2M | 0.73% | −1,310−0.5% | Reduced |
| Bamco Inc | 279,528 | $12.3M | 0.03% | 00.0% | Unchanged |
| Raymond James & Associates | 283,479 | $12.5M | 0.01% | +49,325+21.1% | Added |
| Oppenheimer & Co Inc | 293,559 | $12.9M | 0.21% | −162,403−35.6% | Reduced |
| First Manhattan Co | 306,767 | $13.5M | 0.04% | −5,376−1.7% | Reduced |
| Rock Point Advisors, LLC | 316,738 | $14.0M | 4.15% | −36,639−10.4% | Reduced |
| Fisher Asset Management, LLC | 317,546 | $14.0M | 0.01% | −12,513−3.8% | Reduced |
| UBS Asset Management Americas Inc | 326,568 | $14.4M | 0.01% | −7,251−2.2% | Reduced |
| Swiss National Bank | 332,400 | $14.7M | 0.01% | +600+0.2% | Added |
| California Public Employees Retirement System | 343,321 | $15.1M | 0.01% | −14,789−4.1% | Reduced |
| SEI Investments Co | 376,597 | $16.6M | 0.02% | +180,702+92.2% | Added |
| Balyasny Asset Management LLC | 395,488 | $17.4M | 0.04% | +364,242+1,165.7% | Added |
| NewEdge Wealth, LLC | 399,525 | $17.5M | 0.39% | +43,146+12.1% | Added |
| Russell Investments Group, Ltd. | 410,988 | $18.1M | 0.03% | +16,909+4.3% | Added |
| Legal & General Group Plc | 412,961 | $18.2M | 0.01% | −33,572−7.5% | Reduced |
| Robotti Robert | 417,229 | $18.4M | 2.50% | −3,605−0.9% | Reduced |
| Guggenheim Capital LLC | 417,545 | $18.4M | 0.13% | +116,998+38.9% | Added |
| Marshall Wace, LLP | 417,974 | $18.4M | 0.03% | +417,974 | New |
| Neuberger Berman Group LLC | 431,673 | $19.0M | 0.02% | +117,142+37.2% | Added |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 433,558 | $19.1M | 0.01% | 00.0% | Unchanged |
| FMR LLC | 441,638 | $19.5M | 0.00% | −262,077−37.2% | Reduced |
| Cerity Partners LLC | 448,999 | $19.8M | 0.05% | +252,442+128.4% | Added |
| GoodHaven Capital Management, LLC | 449,558 | $19.8M | 7.46% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 468,085 | $20.6M | 0.01% | −50,697−9.8% | Reduced |
| Rhumbline Advisers | 495,093 | $21.8M | 0.02% | −25,606−4.9% | Reduced |
| Retirement Systems of Alabama | 511,907 | $22.6M | 0.09% | +13,567+2.7% | Added |
| Mraz, Amerine & Associates, Inc. | 560,073 | $24.7M | 4.67% | −7,868−1.4% | Reduced |
| Cinctive Capital Management LP | 560,978 | $24.7M | 1.27% | +228,768+68.9% | Added |
| STRS Ohio | 591,742 | $26.1M | 0.10% | +4,330+0.7% | Added |
| Bank of America Corp | 597,428 | $26.3M | 0.00% | +95,554+19.0% | Added |
| Loomis Sayles & Co L P | 665,950 | $29.4M | 0.04% | +249,505+59.9% | Added |
| Goldman Sachs Group Inc | 711,074 | $31.4M | 0.01% | +48,615+7.3% | Added |
| Qube Research & Technologies Ltd | 732,538 | $32.3M | 0.06% | +309,949+73.3% | Added |
| Hosking Partners LLP | 784,140 | $34.6M | 1.28% | −2,387−0.3% | Reduced |
| Private Capital Management, LLC | 812,425 | $35.8M | 4.05% | −132,500−14.0% | Reduced |
| Janus Henderson Group PLC | 1,000,659 | $44.1M | 0.02% | −177,749−15.1% | Reduced |
| LSV Asset Management | 1,040,600 | $45.9M | 0.09% | −149,900−12.6% | Reduced |
| Burgundy Asset Management Ltd. | 1,051,969 | $46.4M | 0.48% | +11,465+1.1% | Added |
| Zurich Insurance Group Ltd | 1,058,794 | $46.7M | 0.43% | +45,348+4.5% | Added |
| Moerus Capital Management LLC | 1,063,029 | $46.9M | 14.70% | −116,123−9.8% | Reduced |
| Charles Schwab Investment Management Inc | 1,225,434 | $54.0M | 0.01% | +27,738+2.3% | Added |
| Private Management Group Inc | 1,275,873 | $56.3M | 2.13% | −141,149−10.0% | Reduced |
| Millennium Management LLC | 1,276,071 | $56.3M | 0.05% | −495,409−28.0% | Reduced |
| Miller Howard Investments Inc | 1,383,123 | $61.0M | 2.00% | −18,021−1.3% | Reduced |
| Northern Trust Corp | 1,406,498 | $62.0M | 0.01% | −428,890−23.4% | Reduced |
| Captrust Financial Advisors | 1,523,671 | $67.2M | 0.25% | −66,915−4.2% | Reduced |
| Barclays PLC | 1,633,429 | $72.0M | 0.03% | +1,086,891+198.9% | Added |
| Nuveen Asset Management, LLC | 1,683,893 | $74.3M | 0.02% | +694,363+70.2% | Added |
| Beck Mack & Oliver LLC | 1,696,418 | $74.8M | 1.52% | −43,730−2.5% | Reduced |
| Principal Financial Group Inc | 1,707,433 | $75.3M | 0.04% | +199,662+13.2% | Added |
| Alyeska Investment Group, L.P. | 1,757,120 | $77.5M | 0.48% | +952,594+118.4% | Added |
| Morgan Stanley | 1,822,414 | $80.4M | 0.01% | +357,119+24.4% | Added |
| Arrowstreet Capital, Limited Partnership | 1,890,122 | $83.4M | 0.08% | +348,052+22.6% | Added |
| JPMorgan Chase & Co | 2,010,932 | $88.7M | 0.01% | +95,196+5.0% | Added |
| Bank of New York Mellon Corp | 2,134,614 | $94.1M | 0.02% | −76,908−3.5% | Reduced |
| Invesco Ltd. | 2,250,505 | $99.2M | 0.02% | +116,300+5.4% | Added |
| Norges Bank | 2,416,439 | $106.6M | 0.02% | +217,685+9.9% | Added |
| Geode Capital Management, LLC | 2,783,500 | $122.8M | 0.01% | +127,500+4.8% | Added |
| Donald Smith & Co., Inc. | 2,856,568 | $126.0M | 2.93% | −415,676−12.7% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 3,006,870 | $132.6M | 0.45% | −16,707−0.6% | Reduced |
| Alliancebernstein L.P. | 3,250,558 | $143.3M | 0.05% | −393,217−10.8% | Reduced |
| Dimensional Fund Advisors LP | 4,155,953 | $183.3M | 0.05% | −249,913−5.7% | Reduced |
| State Street Corp | 5,329,583 | $235.0M | 0.01% | +96,333+1.8% | Added |
| First Pacific Advisors, LP | 5,420,370 | $239.0M | 3.35% | −3,380−0.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 6,113,391 | $269.6M | 0.42% | +2,876,529+88.9% | Added |
| BlackRock Inc. | 15,742,939 | $694.3M | 0.02% | −9,074−0.1% | Reduced |
| Vanguard Group Inc | 16,033,785 | $707.1M | 0.01% | −1,456,208−8.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0 | $0 | 0.00% | −421,600−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −225,589−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −134,107−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −87,069−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −82,040−100.0% | Sold out |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −61,978−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −59,500−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −51,900−100.0% | Sold out |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −49,588−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −37,076−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −26,546−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −25,790−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −24,905−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −20,156−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −19,098−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −18,445−100.0% | Sold out |
| Rehmann Capital Advisory Group | 0 | $0 | 0.00% | −16,286−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −15,320−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −15,208−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −14,417−100.0% | Sold out |