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 |
|---|---|---|---|---|---|
| Radnor Capital Management, LLC | 30,290 | $1.34M | 0.23% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 29,342 | $1.29M | 0.00% | +4,268+17.0% | Added |
| Pathstone Holdings, LLC | 29,247 | $1.29M | 0.01% | +1,042+3.7% | Added |
| Illinois Municipal Retirement Fund | 28,781 | $1.27M | 0.02% | −41,040−58.8% | Reduced |
| Wellington Shields Capital Management, LLC | 28,000 | $1.23M | 0.23% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 27,965 | $1.23M | 0.27% | +27,965 | New |
| Seven Eight Capital, LP | 27,541 | $1.21M | 0.13% | +18,332+199.1% | Added |
| QRG Capital Management, Inc. | 27,228 | $1.20M | 0.02% | +1,451+5.6% | Added |
| Mackenzie Financial Corp | 26,768 | $1.18M | 0.00% | −1,066−3.8% | Reduced |
| Fox Run Management, L.L.C. | 26,627 | $1.17M | 0.25% | +26,627 | New |
| Y-Intercept (Hong Kong) Ltd | 26,496 | $1.17M | 0.09% | +26,496 | New |
| Centennial Bank | 26,352 | $1.16M | 0.59% | −2,332−8.1% | Reduced |
| MBM Wealth Consultants, LLC | 26,018 | $1.15M | 0.40% | +894+3.6% | Added |
| D. E. Shaw & Co., Inc. | 25,673 | $1.13M | 0.00% | −63,042−71.1% | Reduced |
| Pacifica Capital Investments, LLC | 25,600 | $1.13M | 0.35% | −72,189−73.8% | Reduced |
| Pacer Advisors, Inc. | 25,568 | $1.13M | 0.00% | +262+1.0% | Added |
| Capital Fund Management S.A. | 25,506 | $1.12M | 0.01% | −34,851−57.7% | Reduced |
| Prescott Group Capital Management, L.L.C. | 25,000 | $1.10M | 0.18% | +25,000 | New |
| Moors & Cabot, Inc. | 24,750 | $1.09M | 0.06% | −745−2.9% | Reduced |
| Parsons Capital Management Inc | 24,743 | $1.09M | 0.07% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 24,495 | $1.08M | 0.01% | +24,495 | New |
| Xponance, Inc. | 23,960 | $1.06M | 0.01% | +712+3.1% | Added |
| Redmont Wealth Advisors LLC | 23,503 | $1.04M | 1.44% | −191−0.8% | Reduced |
| HRT Financial LP | 23,042 | $1.02M | 0.01% | −301,526−92.9% | Reduced |
| Storebrand Asset Management AS | 22,813 | $1.01M | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 21,198 | $985.6K | 0.00% | +3,259+18.2% | Added |
| Bard Financial Services, Inc. | 22,050 | $972.4K | 0.10% | −3,375−13.3% | Reduced |
| Pictet Asset Management Holding SA | 22,033 | $972.2K | 0.00% | +2,372+12.1% | Added |
| Quantbot Technologies LP | 21,934 | $967.3K | 0.05% | −35,601−61.9% | Reduced |
| Gsa Capital Partners LLP | 21,712 | $957.0K | 0.08% | +12,929+147.2% | Added |
| Gotham Asset Management, LLC | 21,614 | $953.2K | 0.01% | +584+2.8% | Added |
| Prudential Financial Inc | 21,266 | $937.8K | 0.00% | −96,378−81.9% | Reduced |
| Axq Capital, LP | 21,169 | $933.6K | 0.22% | +7,400+53.7% | Added |
| Creative Planning | 20,929 | $923.0K | 0.00% | +750+3.7% | Added |
| Equitable Trust Co | 20,630 | $909.8K | 0.06% | −2,160−9.5% | Reduced |
| Bank of Montreal | 19,756 | $894.7K | 0.00% | +570+3.0% | Added |
| Cubic Asset Management, LLC | 20,112 | $886.9K | 0.21% | −75−0.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 18,766 | $827.6K | 0.00% | −359,754−95.0% | Reduced |
| Federated Hermes, Inc. | 18,729 | $825.9K | 0.00% | −4,793−20.4% | Reduced |
| State of Alaska, Department of Revenue | 18,389 | $810.0K | 0.01% | +210+1.2% | Added |
| Tower Research Capital LLC (TRC) | 18,111 | $798.7K | 0.02% | −4,465−19.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 18,101 | $798.3K | 0.04% | +18,101 | New |
| Evercore Wealth Management, LLC | 17,933 | $790.8K | 0.01% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 17,850 | $787.2K | 0.03% | −850−4.5% | Reduced |
| Verition Fund Management LLC | 17,723 | $781.6K | 0.01% | +288+1.7% | Added |
| Public Employees Retirement Association of Colorado | 17,153 | $756.0K | 0.00% | −1,033−5.7% | Reduced |
| Blair William & Co | 17,039 | $751.4K | 0.00% | +10.0% | Added |
| KWMG, LLC | 16,959 | $747.9K | 0.08% | +63+0.4% | Added |
| Raymond James Trust N.A. | 16,483 | $726.9K | 0.02% | +779+5.0% | Added |
| Cetera Investment Advisers | 16,378 | $722.3K | 0.00% | +16,378 | New |
| JustInvest LLC | 16,242 | $716.3K | 0.02% | −6,103−27.3% | Reduced |
| Lecap Asset Management Ltd | 16,031 | $707.0K | 0.15% | +16,031 | New |
| Catalyst Funds Management Pty Ltd | 15,800 | $696.8K | 0.19% | +15,800 | New |
| King Luther Capital Management Corp | 15,534 | $685.0K | 0.00% | +296+1.9% | Added |
| Joel Isaacson & Co., LLC | 15,500 | $683.5K | 0.04% | 00.0% | Unchanged |
| Citigroup Inc | 15,372 | $677.9K | 0.00% | −7,996−34.2% | Reduced |
| Ancora Advisors, LLC | 15,175 | $669.2K | 0.02% | −725−4.6% | Reduced |
| Harbor Advisors LLC | 15,000 | $661.5K | 0.12% | 00.0% | Unchanged |
| Shay Capital LLC | 15,000 | $661.5K | 0.19% | +15,000 | New |
| Citadel Investment Advisory, Inc. | 14,885 | $656.0K | 0.37% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 14,796 | $652.5K | 0.13% | +4,026+37.4% | Added |
| Silvercrest Asset Management Group LLC | 14,345 | $632.6K | 0.00% | −150−1.0% | Reduced |
| Securian Asset Management, Inc | 13,863 | $611.4K | 0.02% | −343−2.4% | Reduced |
| Crossmark Global Holdings, Inc. | 13,324 | $588.0K | 0.01% | −691−4.9% | Reduced |
| Maryland State Retirement & Pension System | 14,086 | $579.5K | 0.01% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 14,045 | $578.5K | 0.15% | +1,961+16.2% | Added |
| Truist Financial Corp | 13,083 | $577.0K | 0.00% | +13,083 | New |
| Shelton Wealth Management, LLC | 13,078 | $576.8K | 0.36% | +13,078 | New |
| Jefferies Financial Group Inc. | 13,043 | $575.2K | 0.01% | 00.0% | Unchanged |
| United Services Automobile Association | 12,955 | $571.3K | 0.01% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 12,817 | $565.0K | 0.01% | −8,401−39.6% | Reduced |
| Roberts Capital Advisors, LLC | 12,594 | $555.4K | 0.53% | +12,594 | New |
| Ontario Teachers Pension Plan Board | 12,448 | $549.0K | 0.01% | −1,533−11.0% | Reduced |
| Cipher Capital LP | 12,235 | $539.6K | 0.25% | −33,567−73.3% | Reduced |
| Sciencast Management LP | 11,996 | $529.0K | 0.32% | +11,996 | New |
| GTS Securities LLC | 11,951 | $527.0K | 0.01% | +6,599+123.3% | Added |
| Mariner, LLC | 11,878 | $523.8K | 0.00% | +601+5.3% | Added |
| Farther Finance Advisors, LLC | 11,988 | $522.1K | 0.03% | −3,313−21.7% | Reduced |
| BFSG, LLC | 11,811 | $520.9K | 0.07% | −1,215−9.3% | Reduced |
| Custom Index Systems, LLC | 11,708 | $516.3K | 0.29% | +11,708 | New |
| Shell Asset Management Co | 10,279 | $511.0K | 0.02% | −1,018−9.0% | Reduced |
| Carmel Capital Partners, LLC | 11,400 | $502.7K | 0.21% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 11,245 | $495.9K | 0.01% | 00.0% | Unchanged |
| Connable Office Inc | 11,200 | $493.9K | 0.06% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 11,181 | $493.1K | 0.01% | +1,797+19.1% | Added |
| Cookson Peirce & Co Inc | 11,087 | $489.0K | 0.03% | +422+4.0% | Added |
| Sage Capital Management, LLC | 10,978 | $484.2K | 0.26% | +77+0.7% | Added |
| Campbell & CO Investment Adviser LLC | 10,754 | $474.3K | 0.04% | −42,831−79.9% | Reduced |
| Yorktown Management & Research Co Inc | 10,700 | $471.9K | 0.45% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 10,687 | $471.3K | 0.01% | +1,270+13.5% | Added |
| Orion Portfolio Solutions, LLC | 10,687 | $471.3K | 0.01% | +1,270+13.5% | Added |
| Am Investment Strategies LLC | 10,122 | $446.0K | 0.11% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 10,038 | $442.7K | 0.25% | +356+3.7% | Added |
| Prana Capital Management, LP | 9,684 | $427.1K | 0.02% | −148,125−93.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 9,549 | $421.1K | 0.00% | +219+2.3% | Added |
| Lincoln National Corp | 9,386 | $413.9K | 0.01% | +1,584+20.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,375 | $413.4K | 0.07% | 00.0% | Unchanged |
| Hartline Investment Corp | 9,375 | $413.4K | 0.07% | +9,375 | New |
| Hamilton Capital Partners Inc. | 9,220 | $406.6K | 0.05% | −1,590−14.7% | Reduced |
| Virtu Financial LLC | 9,160 | $404.0K | 0.03% | +9,160 | New |