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 |
|---|---|---|---|---|---|
| Retirement Group, LLC | 133,962 | $5.91M | 2.12% | +458+0.3% | Added |
| Algert Global LLC | 129,934 | $5.73M | 0.22% | −3,694−2.8% | Reduced |
| Cubist Systematic Strategies, LLC | 128,943 | $5.69M | 0.06% | +124,208+2,623.2% | Added |
| Arnhold LLC | 127,677 | $5.63M | 0.60% | 00.0% | Unchanged |
| First Trust Advisors LP | 125,663 | $5.54M | 0.01% | −54,951−30.4% | Reduced |
| Poehling Capital Management, LLC | 122,281 | $5.39M | 1.44% | −115−0.1% | Reduced |
| New York State Common Retirement Fund | 121,921 | $5.38M | 0.01% | −7,656−5.9% | Reduced |
| Brandywine Global Investment Management, LLC | 114,164 | $5.03M | 0.04% | +339+0.3% | Added |
| Karpas Strategies, LLC | 113,297 | $5.00M | 1.55% | −478−0.4% | Reduced |
| LPL Financial LLC | 111,466 | $4.92M | 0.00% | +286+0.3% | Added |
| KBC Group NV | 108,548 | $4.79M | 0.02% | +2,418+2.3% | Added |
| Epacria Capital Partners, LLC | 107,481 | $4.74M | 3.44% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 104,200 | $4.60M | 0.09% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 102,874 | $4.54M | 0.02% | +71,181+224.6% | Added |
| Envestnet Asset Management Inc | 101,846 | $4.49M | 0.00% | −23,436−18.7% | Reduced |
| Price T Rowe Associates Inc | 101,079 | $4.46M | 0.00% | −37,413−27.0% | Reduced |
| Mutual of America Capital Management LLC | 101,023 | $4.46M | 0.05% | −3,290−3.2% | Reduced |
| Amalgamated Bank | 100,859 | $4.45M | 0.04% | −8,369−7.7% | Reduced |
| 1492 Capital Management LLC | 100,597 | $4.44M | 2.47% | +6,215+6.6% | Added |
| 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 |
| Modera Wealth Management, LLC | 97,915 | $4.32M | 0.07% | −3,241−3.2% | Reduced |
| Canada Pension Plan Investment Board | 97,000 | $4.28M | 0.00% | 00.0% | Unchanged |
| Ervin Investment Management, LLC | 96,612 | $4.26M | 2.99% | −1,160−1.2% | Reduced |
| MetLife Investment Management | 96,525 | $4.26M | 0.03% | −1,799−1.8% | Reduced |
| Boston Common Asset Management, LLC | 95,787 | $4.22M | 0.10% | +95,787 | New |
| Intrepid Capital Management Inc | 91,902 | $4.05M | 2.63% | −12,640−12.1% | Reduced |
| Voya Investment Management LLC | 91,736 | $4.05M | 0.00% | +33,107+56.5% | Added |
| Jump Financial, LLC | 91,435 | $4.03M | 0.11% | +50,901+125.6% | Added |
| SPX Equities Gestao de Recursos Ltda | 91,130 | $4.02M | 0.35% | +91,130 | New |
| Comerica Bank | 90,034 | $3.97M | 0.02% | +8,907+11.0% | Added |
| Franklin Resources Inc | 89,700 | $3.96M | 0.00% | −82,204−47.8% | Reduced |
| Quantinno Capital Management LP | 86,361 | $3.81M | 0.08% | +5,413+6.7% | Added |
| Commerce Bank | 85,286 | $3.76M | 0.02% | 00.0% | Unchanged |
| Ceredex Value Advisors LLC | 83,048 | $3.66M | 0.06% | −880,152−91.4% | Reduced |
| State of New Jersey Common Pension Fund D | 83,017 | $3.66M | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 81,752 | $3.61M | 0.02% | −148,292−64.5% | Reduced |
| The PNC Financial Services Group, Inc. | 80,972 | $3.57M | 0.00% | +2,750+3.5% | Added |
| Yousif Capital Management, LLC | 80,955 | $3.57M | 0.04% | −1,456−1.8% | Reduced |
| Treasurer of the State of North Carolina | 80,887 | $3.57M | 0.02% | +550+0.7% | Added |
| Cresset Asset Management, LLC | 78,924 | $3.48M | 0.02% | +15,360+24.2% | Added |
| CI Private Wealth, LLC | 78,228 | $3.27M | 0.01% | −24,434−23.8% | Reduced |
| First Wilshire Securities Management Inc | 70,400 | $3.10M | 0.91% | −73,688−51.1% | Reduced |
| Public Employees Retirement System of Ohio | 69,318 | $3.06M | 0.01% | −6,535−8.6% | Reduced |
| PGGM Investments | 65,874 | $2.90M | 0.04% | +19,430+41.8% | Added |
| Advisor Group Holdings, Inc. | 62,229 | $2.74M | 0.01% | −10,054−13.9% | Reduced |
| Victory Capital Management Inc | 61,791 | $2.72M | 0.00% | −188,847−75.3% | Reduced |
| Tocqueville Asset Management L.P. | 61,730 | $2.72M | 0.04% | +61,730 | New |
| Teachers Retirement System of the State of Kentucky | 61,705 | $2.72M | 0.02% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 61,394 | $2.71M | 0.02% | +11,780+23.7% | Added |
| Point72 Hong Kong Ltd | 59,437 | $2.62M | 0.13% | +47,133+383.1% | Added |
| Deutsche Bank AG | 59,030 | $2.60M | 0.00% | −51,144−46.4% | Reduced |
| Kames Capital plc | 58,478 | $2.58M | 0.04% | −1,794−3.0% | Reduced |
| Laurion Capital Management LP | 58,036 | $2.56M | 0.07% | +18,481+46.7% | Added |
| CIBC Private Wealth Group, LLC | 56,950 | $2.48M | 0.00% | −2,096−3.5% | Reduced |
| Jane Street Group, LLC | 56,066 | $2.47M | 0.00% | −164,792−74.6% | Reduced |
| Aquatic Capital Management LLC | 55,700 | $2.46M | 0.08% | +3,200+6.1% | Added |
| Gateway Investment Advisers LLC | 55,545 | $2.45M | 0.03% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 55,165 | $2.43M | 0.83% | 00.0% | Unchanged |
| Quest Partners LLC | 54,799 | $2.42M | 0.42% | +10,606+24.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 52,493 | $2.31M | 0.12% | −10,378−16.5% | Reduced |
| M&T Bank Corp | 51,831 | $2.29M | 0.01% | −2,838−5.2% | Reduced |
| Man Group plc | 51,152 | $2.26M | 0.01% | −108,066−67.9% | Reduced |
| Abn Amro Investment Solutions | 50,005 | $2.21M | 0.04% | +50,005 | New |
| Algebris (UK) Ltd | 52,667 | $2.15M | 0.96% | +52,667 | New |
| Louisiana State Employees Retirement System | 48,800 | $2.15M | 0.04% | +1,500+3.2% | Added |
| Ensign Peak Advisors, Inc | 47,789 | $2.11M | 0.00% | −2,411−4.8% | Reduced |
| Arizona State Retirement System | 46,264 | $2.04M | 0.01% | −795−1.7% | Reduced |
| Caption Management, LLC | 45,980 | $2.03M | 0.22% | +45,980 | New |
| Empowered Funds, LLC | 43,670 | $1.93M | 0.03% | +190+0.4% | Added |
| Thrivent Financial for Lutherans | 42,489 | $1.87M | 0.00% | +434+1.0% | Added |
| Commonwealth Equity Services, LLC | 41,898 | $1.85M | 0.00% | +7,988+23.6% | Added |
| Oregon Public Employees Retirement Fund | 41,853 | $1.85M | 0.04% | −5,548−11.7% | Reduced |
| State of Michigan Retirement System | 41,616 | $1.84M | 0.01% | +1,200+3.0% | Added |
| Investors Research Corp | 40,712 | $1.80M | 0.42% | −860−2.1% | Reduced |
| AlphaCore Capital LLC | 40,561 | $1.79M | 0.48% | +130.0% | Added |
| Caxton Associates LP | 40,331 | $1.78M | 0.12% | +40,331 | New |
| Safeguard Investment Advisory Group, LLC | 39,437 | $1.74M | 0.59% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 39,203 | $1.73M | 0.01% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 39,103 | $1.72M | 0.03% | +5,196+15.3% | Added |
| Susquehanna International Group, LLP | 38,445 | $1.70M | 0.00% | −57,193−59.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 37,817 | $1.67M | 0.04% | +365+1.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 37,505 | $1.65M | 0.01% | +359+1.0% | Added |
| AMG National Trust Bank | 37,344 | $1.65M | 0.05% | +319+0.9% | Added |
| Ameritas Investment Partners, Inc. | 37,170 | $1.64M | 0.06% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 37,000 | $1.63M | 0.06% | 00.0% | Unchanged |
| US Bancorp | 35,596 | $1.57M | 0.00% | −2,123−5.6% | Reduced |
| Engineers Gate Manager LP | 34,998 | $1.54M | 0.04% | +3,459+11.0% | Added |
| Allianz Asset Management GmbH | 33,924 | $1.50M | 0.00% | +48+0.1% | Added |
| Stifel Financial Corp | 33,484 | $1.48M | 0.00% | +22,784+212.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 33,445 | $1.47M | 0.01% | −2,224−6.2% | Reduced |
| HighTower Advisors, LLC | 33,374 | $1.47M | 0.00% | −3,809−10.2% | Reduced |
| Mercer Global Advisors Inc | 33,170 | $1.46M | 0.00% | +3,323+11.1% | Added |
| Intrinsic Value Partners, LLC | 31,638 | $1.40M | 1.49% | −825−2.5% | Reduced |
| Utah Retirement Systems | 31,384 | $1.38M | 0.02% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 31,184 | $1.38M | 0.11% | +31,184 | New |
| Edgestream Partners, L.P. | 30,918 | $1.36M | 0.07% | −33,929−52.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 30,748 | $1.36M | 0.02% | −2,913−8.7% | Reduced |
| State of Tennessee, Treasury Department | 30,500 | $1.35M | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 30,433 | $1.34M | 0.00% | +17,520+135.7% | Added |