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, Q2 2024
Institutional positions in Jefferies Financial Group Inc. as of Jun 30, 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
- 493
- +22 vs. Q1 2024
- Shares held
- 135.9M
- +5.82M (+4.5%) vs. Q1 2024
- Total value
- $6.76B
- +$1.04B (+18.2%) vs. Q1 2024
- New holders
- 68
- 155 more added
- Sold out
- 46
- 151 more reduced
9 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Jefferies Financial Group Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 16,036,731 | $798.0M | 0.02% | +293,792+1.9% | Added |
| Vanguard Group Inc | 15,693,507 | $780.9M | 0.02% | −340,278−2.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 7,049,815 | $350.8M | 0.57% | +936,424+15.3% | Added |
| First Pacific Advisors, LP | 5,410,210 | $269.2M | 3.64% | −10,160−0.2% | Reduced |
| State Street Corp | 5,124,609 | $255.0M | 0.01% | −204,974−3.8% | Reduced |
| Dimensional Fund Advisors LP | 4,232,280 | $210.6M | 0.06% | +76,327+1.8% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 3,396,255 | $169.0M | 0.58% | +389,385+12.9% | Added |
| Geode Capital Management, LLC | 2,854,332 | $142.1M | 0.01% | +70,832+2.5% | Added |
| Donald Smith & Co., Inc. | 2,494,659 | $124.1M | 3.16% | −361,909−12.7% | Reduced |
| Alliancebernstein L.P. | 2,470,493 | $122.9M | 0.04% | −780,065−24.0% | Reduced |
| JPMorgan Chase & Co | 2,337,243 | $116.3M | 0.01% | +326,311+16.2% | Added |
| Norges Bank | 2,300,636 | $114.5M | 0.02% | −115,803−4.8% | Reduced |
| Bank of New York Mellon Corp | 2,168,909 | $107.9M | 0.02% | +34,295+1.6% | Added |
| Citigroup Inc | 2,124,402 | $105.7M | 0.10% | +2,109,030+13,719.9% | Added |
| Invesco Ltd. | 2,006,237 | $99.8M | 0.02% | −244,268−10.9% | Reduced |
| Marshall Wace, LLP | 1,947,192 | $96.9M | 0.14% | +1,529,218+365.9% | Added |
| Morgan Stanley | 1,705,395 | $84.9M | 0.01% | −117,019−6.4% | Reduced |
| Principal Financial Group Inc | 1,670,584 | $83.1M | 0.05% | −36,849−2.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,660,084 | $82.6M | 0.07% | −230,038−12.2% | Reduced |
| Nuveen Asset Management, LLC | 1,641,285 | $81.7M | 0.02% | −42,608−2.5% | Reduced |
| Captrust Financial Advisors | 1,567,711 | $78.0M | 0.25% | +44,040+2.9% | Added |
| Barclays PLC | 1,543,978 | $76.8M | 0.04% | −89,451−5.5% | Reduced |
| Beck Mack & Oliver LLC | 1,477,766 | $73.5M | 1.52% | −218,652−12.9% | Reduced |
| Northern Trust Corp | 1,448,312 | $72.1M | 0.01% | +41,814+3.0% | Added |
| Miller Howard Investments Inc | 1,360,614 | $67.7M | 2.25% | −22,509−1.6% | Reduced |
| Alyeska Investment Group, L.P. | 1,301,893 | $64.8M | 0.37% | −455,227−25.9% | Reduced |
| Charles Schwab Investment Management Inc | 1,226,355 | $61.0M | 0.01% | +921+0.1% | Added |
| Zurich Insurance Group Ltd | 1,204,176 | $59.9M | 0.52% | +145,382+13.7% | Added |
| Artemis Investment Management LLP | 1,169,843 | $58.2M | 0.78% | +1,169,843 | New |
| Private Management Group Inc | 1,147,855 | $57.1M | 2.20% | −128,018−10.0% | Reduced |
| Amundi | 1,108,846 | $56.6M | 0.02% | +1,108,846 | New |
| Moerus Capital Management LLC | 1,070,224 | $53.3M | 19.22% | +7,195+0.7% | Added |
| Burgundy Asset Management Ltd. | 1,067,647 | $53.1M | 0.56% | +15,678+1.5% | Added |
| LSV Asset Management | 981,300 | $48.8M | 0.11% | −59,300−5.7% | Reduced |
| Hosking Partners LLP | 815,672 | $40.6M | 1.50% | +31,532+4.0% | Added |
| Qube Research & Technologies Ltd | 811,282 | $40.4M | 0.07% | +78,744+10.7% | Added |
| Private Capital Management, LLC | 771,125 | $38.4M | 4.55% | −41,300−5.1% | Reduced |
| Goldman Sachs Group Inc | 761,024 | $37.9M | 0.01% | +49,950+7.0% | Added |
| Neuberger Berman Group LLC | 744,274 | $37.0M | 0.03% | +312,601+72.4% | Added |
| Bank of America Corp | 697,537 | $34.7M | 0.00% | +100,109+16.8% | Added |
| Millennium Management LLC | 689,560 | $34.3M | 0.03% | −586,511−46.0% | Reduced |
| Citadel Advisors LLC | 670,384 | $33.4M | 0.03% | +443,532+195.5% | Added |
| Two Sigma Investments, LP | 623,949 | $31.0M | 0.07% | +438,495+236.4% | Added |
| Janus Henderson Group PLC | 596,251 | $29.7M | 0.02% | −404,408−40.4% | Reduced |
| Loomis Sayles & Co L P | 594,257 | $29.6M | 0.04% | −71,693−10.8% | Reduced |
| Mraz, Amerine & Associates, Inc. | 555,249 | $27.6M | 5.68% | −4,824−0.9% | Reduced |
| STRS Ohio | 538,792 | $26.8M | 0.11% | −52,950−8.9% | Reduced |
| Retirement Systems of Alabama | 508,366 | $25.3M | 0.10% | −3,541−0.7% | Reduced |
| Rhumbline Advisers | 499,270 | $24.8M | 0.02% | +4,177+0.8% | Added |
| UBS Asset Management Americas Inc | 485,046 | $24.1M | 0.01% | +158,478+48.5% | Added |
| Two Sigma Advisers, LP | 480,200 | $23.9M | 0.05% | +340,600+244.0% | Added |
| Ameriprise Financial Inc | 456,421 | $22.7M | 0.01% | −11,664−2.5% | Reduced |
| Kames Capital plc | 456,623 | $22.7M | 0.32% | +398,145+680.8% | Added |
| GoodHaven Capital Management, LLC | 449,558 | $22.4M | 8.21% | 00.0% | Unchanged |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 433,558 | $21.6M | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 425,000 | $21.1M | 0.35% | +425,000 | New |
| NewEdge Wealth, LLC | 411,211 | $20.5M | 0.44% | +11,686+2.9% | Added |
| Robotti Robert | 411,210 | $20.5M | 3.21% | −6,019−1.4% | Reduced |
| Guggenheim Capital LLC | 408,633 | $20.3M | 0.15% | −8,912−2.1% | Reduced |
| Russell Investments Group, Ltd. | 405,364 | $20.2M | 0.03% | −5,624−1.4% | Reduced |
| Fisher Asset Management, LLC | 398,984 | $19.9M | 0.01% | +81,438+25.6% | Added |
| SEI Investments Co | 377,736 | $18.8M | 0.03% | +1,139+0.3% | Added |
| FMR LLC | 372,454 | $18.5M | 0.00% | −69,184−15.7% | Reduced |
| Voloridge Investment Management, LLC | 372,022 | $18.5M | 0.07% | +191,550+106.1% | Added |
| Legal & General Group Plc | 368,131 | $18.3M | 0.01% | −44,830−10.9% | Reduced |
| California Public Employees Retirement System | 355,371 | $17.7M | 0.01% | +12,050+3.5% | Added |
| Swiss National Bank | 333,700 | $16.6M | 0.01% | +1,300+0.4% | Added |
| First Manhattan Co | 305,410 | $15.2M | 0.05% | −1,357−0.4% | Reduced |
| Raymond James & Associates | 297,280 | $14.8M | 0.01% | +13,801+4.9% | Added |
| Oppenheimer & Co Inc | 291,408 | $14.5M | 0.23% | −2,151−0.7% | Reduced |
| Wells Fargo & Company | 290,944 | $14.5M | 0.00% | +20,157+7.4% | Added |
| Cambria Investment Management, L.P. | 283,735 | $14.1M | 0.86% | +7,219+2.6% | Added |
| Bamco Inc | 279,528 | $13.9M | 0.04% | 00.0% | Unchanged |
| Colony Group, LLC | 266,216 | $13.2M | 0.04% | −1,106−0.4% | Reduced |
| Rock Point Advisors, LLC | 262,523 | $13.1M | 3.92% | −54,215−17.1% | Reduced |
| Trexquant Investment LP | 255,860 | $12.7M | 0.19% | +249,248+3,769.6% | Added |
| Balyasny Asset Management LLC | 252,506 | $12.6M | 0.03% | −142,982−36.2% | Reduced |
| State Board of Administration of Florida Retirement System | 248,772 | $12.4M | 0.02% | −14,732−5.6% | Reduced |
| ACR Alpine Capital Research, LLC | 240,196 | $12.0M | 0.37% | +2,815+1.2% | Added |
| New York State Teachers Retirement System | 229,417 | $11.4M | 0.02% | −17,228−7.0% | Reduced |
| Boston Partners | 222,698 | $11.1M | 0.01% | −12,368−5.3% | Reduced |
| American Century Companies Inc | 221,396 | $11.0M | 0.01% | +65,962+42.4% | Added |
| Corebridge Financial, Inc. | 215,267 | $10.7M | 0.06% | +215,267 | New |
| Merrion Investment Management Co, LLC | 214,314 | $10.7M | 7.33% | 00.0% | Unchanged |
| Man Group plc | 214,023 | $10.6M | 0.03% | +162,871+318.4% | Added |
| Cerity Partners LLC | 209,701 | $10.4M | 0.03% | −239,298−53.3% | Reduced |
| AQR Capital Management LLC | 190,043 | $9.45M | 0.01% | −1,336−0.7% | Reduced |
| Lafayette Investments, Inc. | 182,576 | $9.09M | 2.07% | −2,147−1.2% | Reduced |
| Wealth High Governance Capital Ltda | 180,000 | $8.96M | 2.22% | +180,000 | New |
| California State Teachers Retirement System | 168,246 | $8.37M | 0.01% | −3,509−2.0% | Reduced |
| Great West Life Assurance Co | 168,150 | $8.37M | 0.02% | +17,568+11.7% | Added |
| D. E. Shaw & Co., Inc. | 165,555 | $8.24M | 0.01% | +139,882+544.9% | Added |
| Royal Bank of Canada | 164,210 | $8.17M | 0.00% | +16,462+11.1% | Added |
| Beacon Investment Advisory Services, Inc. | 159,927 | $7.96M | 0.34% | +1,297+0.8% | Added |
| Boston Common Asset Management, LLC | 159,553 | $7.94M | 0.20% | +63,766+66.6% | Added |
| Waterfront Wealth Inc. | 149,772 | $7.45M | 2.02% | −1,033−0.7% | Reduced |
| Manufacturers Life Insurance Company, The | 147,497 | $7.34M | 0.01% | −2,702−1.8% | Reduced |
| Algert Global LLC | 146,465 | $7.29M | 0.24% | +16,531+12.7% | Added |
| Gabelli Funds LLC | 143,610 | $7.15M | 0.05% | −3,500−2.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 141,963 | $7.06M | 0.02% | +132,414+1,386.7% | Added |