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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 9,902 | $492.7K | 0.01% | −8,209−45.3% | Reduced |
| Black Swift Group, LLC | 10,000 | $497.6K | 0.11% | +10,000 | New |
| Sherbrooke Park Advisers LLC | 10,012 | $498.2K | 0.09% | −4,784−32.3% | Reduced |
| HMS Capital Management, LLC | 10,040 | $499.6K | 0.26% | +20.0% | Added |
| Am Investment Strategies LLC | 10,122 | $504.0K | 0.12% | 00.0% | Unchanged |
| Chou Associates Management Inc.SuperinvestorChou Associates | 10,987 | $546.7K | 0.39% | +10,987 | New |
| Roberts Capital Advisors, LLC | 12,594 | $555.4K | 0.53% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 11,177 | $556.2K | 0.01% | −40.0% | Reduced |
| Connable Office Inc | 11,200 | $557.3K | 0.06% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 11,400 | $567.3K | 0.24% | 00.0% | Unchanged |
| GWM Advisors LLC | 12,486 | $621.3K | 0.00% | +11,058+774.4% | Added |
| Fox Run Management, L.L.C. | 12,504 | $622.2K | 0.12% | −14,123−53.0% | Reduced |
| Crossmark Global Holdings, Inc. | 12,515 | $623.0K | 0.01% | −809−6.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 12,539 | $623.9K | 0.00% | −6,227−33.2% | Reduced |
| Jefferies Financial Group Inc. | 13,043 | $649.0K | 0.01% | 00.0% | Unchanged |
| United Services Automobile Association | 13,219 | $657.8K | 0.02% | +264+2.0% | Added |
| Brevan Howard Capital Management LP | 13,255 | $659.6K | 0.04% | +6,489+95.9% | Added |
| Farther Finance Advisors, LLC | 13,266 | $662.9K | 0.03% | +1,278+10.7% | Added |
| Securian Asset Management, Inc | 13,529 | $673.2K | 0.02% | −334−2.4% | Reduced |
| Quadrature Capital Ltd | 13,639 | $678.7K | 0.01% | +822+6.4% | Added |
| Entropy Technologies, LP | 13,722 | $682.8K | 0.07% | +13,722 | New |
| BNP Paribas Arbitrage, SA | 13,854 | $689.4K | 0.00% | −16,579−54.5% | Reduced |
| Catalyst Financial Partners LLC | 14,055 | $699.4K | 0.15% | +10+0.1% | Added |
| Maryland State Retirement & Pension System | 14,086 | $700.9K | 0.01% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 14,345 | $713.8K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 14,422 | $717.6K | 0.00% | +2,544+21.4% | Added |
| Lazard Asset Management LLC | 14,573 | $724.0K | 0.00% | +14,573 | New |
| Fulton Bank, N.A. | 14,600 | $726.5K | 0.03% | +14,600 | New |
| Susquehanna International Group, LLP | 14,670 | $730.0K | 0.00% | −23,775−61.8% | Reduced |
| Citadel Investment Advisory, Inc. | 14,885 | $741.0K | 0.42% | 00.0% | Unchanged |
| Harbor Advisors LLC | 15,000 | $746.4K | 0.14% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 15,006 | $746.7K | 0.01% | +4,319+40.4% | Added |
| Orion Portfolio Solutions, LLC | 15,006 | $746.7K | 0.01% | +4,319+40.4% | Added |
| Joel Isaacson & Co., LLC | 15,025 | $747.6K | 0.04% | −475−3.1% | Reduced |
| Ancora Advisors, LLC | 15,175 | $755.1K | 0.02% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 15,414 | $767.0K | 0.00% | −120−0.8% | Reduced |
| National Bank of Canada | 15,529 | $775.5K | 0.00% | −5,669−26.7% | Reduced |
| Quest Partners LLC | 15,849 | $788.6K | 0.11% | −38,950−71.1% | Reduced |
| Ofi Invest Asset Management | 17,264 | $801.5K | 0.02% | +17,264 | New |
| Mirabella Financial Services LLP | 16,282 | $810.2K | 0.06% | +16,282 | New |
| Prudential Financial Inc | 16,605 | $826.3K | 0.00% | −4,661−21.9% | Reduced |
| KWMG, LLC | 16,641 | $828.1K | 0.09% | −318−1.9% | Reduced |
| Raymond James Trust N.A. | 16,800 | $836.0K | 0.02% | +317+1.9% | Added |
| Blair William & Co | 17,052 | $848.5K | 0.00% | +13+0.1% | Added |
| Public Employees Retirement Association of Colorado | 17,153 | $854.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 17,246 | $858.2K | 0.00% | −1,483−7.9% | Reduced |
| Stevens Capital Management LP | 17,690 | $880.0K | 0.30% | +17,690 | New |
| Shelton Wealth Management, LLC | 17,718 | $881.7K | 0.53% | +4,640+35.5% | Added |
| JustInvest LLC | 17,799 | $885.7K | 0.02% | +1,557+9.6% | Added |
| NorthCrest Asset Manangement, LLC | 17,850 | $888.2K | 0.03% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 17,933 | $892.3K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 17,984 | $894.9K | 0.00% | +1,606+9.8% | Added |
| State of Alaska, Department of Revenue | 18,389 | $915.0K | 0.01% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 19,129 | $951.9K | 1.50% | −4,374−18.6% | Reduced |
| Harbour Capital Advisors, LLC | 19,975 | $998.2K | 0.24% | +19,975 | New |
| Congress Wealth Management LLC | 20,112 | $1.00M | 0.02% | +20,112 | New |
| Equitable Trust Co | 20,630 | $1.03M | 0.07% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 20,954 | $1.04M | 0.04% | −126,801−85.8% | Reduced |
| Gotham Asset Management, LLC | 21,303 | $1.06M | 0.01% | −311−1.4% | Reduced |
| Sanctuary Advisors, LLC | 24,426 | $1.06M | 0.01% | +24,426 | New |
| Summit Financial, LLC | 21,558 | $1.07M | 0.05% | +21,558 | New |
| Bard Financial Services, Inc. | 21,800 | $1.08M | 0.11% | −250−1.1% | Reduced |
| Bank of Montreal | 21,866 | $1.09M | 0.00% | +2,110+10.7% | Added |
| Pictet Asset Management Holding SA | 22,750 | $1.13M | 0.00% | +717+3.3% | Added |
| Storebrand Asset Management AS | 22,813 | $1.14M | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 23,767 | $1.18M | 0.23% | +23,767 | New |
| Creative Planning | 23,924 | $1.19M | 0.00% | +2,995+14.3% | Added |
| Simplex Trading, LLC | 24,273 | $1.21M | 0.04% | +16,929+230.5% | Added |
| Parsons Capital Management Inc | 24,743 | $1.23M | 0.08% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 24,963 | $1.24M | 0.02% | +468+1.9% | Added |
| Bridgeway Capital Management, LLC | 25,000 | $1.24M | 0.03% | −79,200−76.0% | Reduced |
| Prescott Group Capital Management, L.L.C. | 25,000 | $1.24M | 0.19% | 00.0% | Unchanged |
| Xponance, Inc. | 25,050 | $1.25M | 0.01% | +1,090+4.5% | Added |
| Pacer Advisors, Inc. | 25,402 | $1.26M | 0.00% | −166−0.6% | Reduced |
| Centennial Bank | 25,998 | $1.29M | 0.63% | −354−1.3% | Reduced |
| Rockefeller Capital Management L.P. | 26,114 | $1.30M | 0.00% | +26,114 | New |
| QRG Capital Management, Inc. | 26,336 | $1.31M | 0.02% | −892−3.3% | Reduced |
| Bridgewater Associates, LP | 26,726 | $1.33M | 0.01% | −76,148−74.0% | Reduced |
| Moors & Cabot, Inc. | 27,250 | $1.36M | 0.07% | +2,500+10.1% | Added |
| Panagora Asset Management Inc | 27,492 | $1.37M | 0.01% | +20,797+310.6% | Added |
| MBM Wealth Consultants, LLC | 26,844 | $1.38M | 0.47% | +826+3.2% | Added |
| Wellington Shields Capital Management, LLC | 28,000 | $1.39M | 0.25% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 28,648 | $1.43M | 0.27% | +683+2.4% | Added |
| Nebula Research & Development LLC | 28,663 | $1.43M | 0.23% | +28,663 | New |
| Illinois Municipal Retirement Fund | 28,781 | $1.43M | 0.02% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 29,612 | $1.47M | 0.01% | +365+1.2% | Added |
| Utah Retirement Systems | 29,784 | $1.48M | 0.02% | −1,600−5.1% | Reduced |
| Aquatic Capital Management LLC | 30,200 | $1.50M | 0.06% | −25,500−45.8% | Reduced |
| Radnor Capital Management, LLC | 30,290 | $1.51M | 0.46% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 30,500 | $1.52M | 0.01% | 00.0% | Unchanged |
| Axq Capital, LP | 31,041 | $1.54M | 0.36% | +9,872+46.6% | Added |
| Investors Research Corp | 31,237 | $1.55M | 0.36% | −9,475−23.3% | Reduced |
| Intrinsic Value Partners, LLC | 31,538 | $1.57M | 1.64% | −100−0.3% | Reduced |
| Mackenzie Financial Corp | 31,619 | $1.57M | 0.00% | +4,851+18.1% | Added |
| O'Shaughnessy Asset Management, LLC | 31,905 | $1.59M | 0.02% | +1,157+3.8% | Added |
| Stifel Financial Corp | 32,438 | $1.61M | 0.00% | −1,046−3.1% | Reduced |
| Natixis Advisors, L.P. | 32,772 | $1.63M | 0.00% | +3,430+11.7% | Added |
| HighTower Advisors, LLC | 33,392 | $1.67M | 0.00% | +18+0.1% | Added |
| Engineers Gate Manager LP | 34,072 | $1.70M | 0.04% | −926−2.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 34,812 | $1.73M | 0.01% | +1,367+4.1% | Added |