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 |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 34,972 | $1.74M | 0.00% | +1,802+5.4% | Added |
| Oregon Public Employees Retirement Fund | 35,253 | $1.75M | 0.03% | −6,600−15.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 35,800 | $1.78M | 0.01% | +35,800 | New |
| Ameritas Investment Partners, Inc. | 36,081 | $1.80M | 0.06% | −1,089−2.9% | Reduced |
| AMG National Trust Bank | 36,626 | $1.82M | 0.05% | −718−1.9% | Reduced |
| New Mexico Educational Retirement Board | 37,000 | $1.84M | 0.06% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 37,599 | $1.87M | 0.01% | +94+0.3% | Added |
| Acadian Asset Management LLC | 37,728 | $1.88M | 0.01% | +35,510+1,601.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 37,860 | $1.88M | 0.05% | +43+0.1% | Added |
| US Bancorp | 37,869 | $1.88M | 0.00% | +2,273+6.4% | Added |
| Handelsbanken Fonder AB | 39,203 | $1.95M | 0.01% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 39,437 | $1.96M | 0.61% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 40,572 | $2.02M | 0.49% | +110.0% | Added |
| Wedge Capital Management L L P | 40,598 | $2.02M | 0.04% | +1,495+3.8% | Added |
| State of Michigan Retirement System | 40,816 | $2.03M | 0.01% | −800−1.9% | Reduced |
| Capital Fund Management S.A. | 42,587 | $2.12M | 0.02% | +17,081+67.0% | Added |
| Commonwealth Equity Services, LLC | 42,714 | $2.13M | 0.00% | +816+1.9% | Added |
| Teacher Retirement System of Texas | 44,313 | $2.21M | 0.01% | −17,081−27.8% | Reduced |
| State of New Jersey Common Pension Fund D | 44,493 | $2.21M | 0.01% | −38,524−46.4% | Reduced |
| Empowered Funds, LLC | 45,318 | $2.26M | 0.04% | +1,648+3.8% | Added |
| HRT Financial LP | 46,890 | $2.33M | 0.01% | +23,848+103.5% | Added |
| Arizona State Retirement System | 47,490 | $2.36M | 0.02% | +1,226+2.7% | Added |
| Ensign Peak Advisors, Inc | 47,789 | $2.38M | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 48,000 | $2.39M | 0.05% | −800−1.6% | Reduced |
| M&T Bank Corp | 49,465 | $2.46M | 0.01% | −2,366−4.6% | Reduced |
| Edgestream Partners, L.P. | 50,028 | $2.49M | 0.12% | +19,110+61.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 52,025 | $2.59M | 0.13% | −468−0.9% | Reduced |
| Wittenberg Investment Management, Inc. | 55,165 | $2.75M | 0.94% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 55,545 | $2.76M | 0.03% | 00.0% | Unchanged |
| Caxton Associates LP | 56,431 | $2.81M | 0.11% | +16,100+39.9% | Added |
| Laurion Capital Management LP | 56,778 | $2.83M | 0.09% | −1,258−2.2% | Reduced |
| HSBC Holdings PLC | 57,282 | $2.86M | 0.00% | +57,282 | New |
| Seven Eight Capital, LP | 58,292 | $2.90M | 0.30% | +30,751+111.7% | Added |
| SG Americas Securities, LLC | 58,587 | $2.92M | 0.02% | +56,236+2,392.0% | Added |
| CIBC Private Wealth Group, LLC | 57,300 | $2.92M | 0.01% | +350+0.6% | Added |
| Intech Investment Management LLC | 60,307 | $3.00M | 0.04% | +60,307 | New |
| Cinctive Capital Management LP | 61,354 | $3.05M | 0.16% | −499,624−89.1% | Reduced |
| Victory Capital Management Inc | 61,594 | $3.06M | 0.00% | −197−0.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 61,705 | $3.07M | 0.03% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 61,889 | $3.08M | 0.01% | +61,889 | New |
| Assenagon Asset Management S.A. | 67,103 | $3.34M | 0.01% | +67,103 | New |
| Public Employees Retirement System of Ohio | 68,673 | $3.42M | 0.01% | −645−0.9% | Reduced |
| First Wilshire Securities Management Inc | 69,614 | $3.46M | 1.06% | −786−1.1% | Reduced |
| Abn Amro Investment Solutions | 73,227 | $3.64M | 0.07% | +23,222+46.4% | Added |
| PGGM Investments | 73,393 | $3.65M | 0.05% | +7,519+11.4% | Added |
| Yousif Capital Management, LLC | 74,424 | $3.70M | 0.04% | −6,531−8.1% | Reduced |
| Caption Management, LLC | 75,000 | $3.73M | 0.40% | +29,020+63.1% | Added |
| Nisa Investment Advisors, LLC | 76,352 | $3.80M | 0.02% | −5,400−6.6% | Reduced |
| Tocqueville Asset Management L.P. | 77,050 | $3.83M | 0.06% | +15,320+24.8% | Added |
| The PNC Financial Services Group, Inc. | 78,025 | $3.88M | 0.00% | −2,947−3.6% | Reduced |
| Treasurer of the State of North Carolina | 78,377 | $3.90M | 0.02% | −2,510−3.1% | Reduced |
| Cresset Asset Management, LLC | 78,604 | $3.91M | 0.02% | −320−0.4% | Reduced |
| Jane Street Group, LLC | 79,738 | $3.97M | 0.00% | +23,672+42.2% | Added |
| Susquehanna Fundamental Investments, LLC | 80,354 | $4.00M | 0.09% | +62,253+343.9% | Added |
| Intrepid Capital Management Inc | 80,861 | $4.02M | 2.56% | −11,041−12.0% | Reduced |
| Allianz Asset Management GmbH | 82,330 | $4.10M | 0.01% | +48,406+142.7% | Added |
| Advisor Group Holdings, Inc. | 82,653 | $4.11M | 0.01% | +20,424+32.8% | Added |
| Schonfeld Strategic Advisors LLC | 83,422 | $4.15M | 0.03% | −85,422−50.6% | Reduced |
| Franklin Resources Inc | 84,124 | $4.19M | 0.00% | −5,576−6.2% | Reduced |
| Commerce Bank | 85,236 | $4.24M | 0.03% | −50−0.1% | Reduced |
| Comerica Bank | 85,588 | $4.26M | 0.02% | −4,446−4.9% | Reduced |
| Amalgamated Bank | 86,968 | $4.33M | 0.04% | −13,891−13.8% | Reduced |
| Modera Wealth Management, LLC | 87,970 | $4.38M | 0.06% | −9,945−10.2% | Reduced |
| Quantinno Capital Management LP | 92,509 | $4.60M | 0.08% | +6,148+7.1% | Added |
| First Trust Advisors LP | 93,661 | $4.66M | 0.00% | −32,002−25.5% | Reduced |
| MetLife Investment Management | 95,021 | $4.73M | 0.03% | −1,504−1.6% | Reduced |
| Ervin Investment Management, LLC | 95,149 | $4.73M | 3.28% | −1,463−1.5% | Reduced |
| CI Private Wealth, LLC | 105,455 | $4.76M | 0.01% | +27,227+34.8% | Added |
| Canada Pension Plan Investment Board | 97,000 | $4.83M | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 97,125 | $4.83M | 0.05% | −3,898−3.9% | Reduced |
| RBF Capital, LLC | 100,000 | $4.98M | 0.29% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 100,000 | $4.98M | 0.47% | 00.0% | Unchanged |
| 1492 Capital Management LLC | 100,061 | $4.98M | 2.82% | −536−0.5% | Reduced |
| Thrivent Financial for Lutherans | 106,147 | $5.28M | 0.01% | +63,658+149.8% | Added |
| LPL Financial LLC | 106,504 | $5.30M | 0.00% | −4,962−4.5% | Reduced |
| Epacria Capital Partners, LLC | 107,481 | $5.35M | 3.92% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 107,842 | $5.37M | 0.00% | +6,763+6.7% | Added |
| KBC Group NV | 109,173 | $5.43M | 0.02% | +625+0.6% | Added |
| Karpas Strategies, LLC | 111,775 | $5.56M | 1.74% | −1,522−1.3% | Reduced |
| Brandywine Global Investment Management, LLC | 112,424 | $5.59M | 0.04% | −1,740−1.5% | Reduced |
| Envestnet Asset Management Inc | 112,463 | $5.60M | 0.00% | +10,617+10.4% | Added |
| Interval Partners, LP | 113,471 | $5.65M | 0.17% | −124,800−52.4% | Reduced |
| Squarepoint Ops LLC | 116,293 | $5.79M | 0.02% | −61,508−34.6% | Reduced |
| Lee Danner & Bass Inc | 117,740 | $5.86M | 0.45% | +117,740 | New |
| Arnhold LLC | 118,677 | $5.91M | 0.62% | −9,000−7.0% | Reduced |
| Poehling Capital Management, LLC | 120,217 | $5.98M | 1.64% | −2,064−1.7% | Reduced |
| New York State Common Retirement Fund | 122,337 | $6.09M | 0.01% | +416+0.3% | Added |
| Deutsche Bank AG | 122,352 | $6.09M | 0.00% | +63,322+107.3% | Added |
| UBS Group AG | 122,381 | $6.09M | 0.00% | −16,932−12.2% | Reduced |
| Redwood Investment Management, LLC | 122,096 | $6.53M | 0.56% | −34,627−22.1% | Reduced |
| Voya Investment Management LLC | 135,388 | $6.74M | 0.01% | +43,652+47.6% | Added |
| State of Wisconsin Investment Board | 137,067 | $6.82M | 0.02% | −5,474−3.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 141,963 | $7.06M | 0.02% | +132,414+1,386.7% | Added |
| Gabelli Funds LLC | 143,610 | $7.15M | 0.05% | −3,500−2.4% | Reduced |
| Algert Global LLC | 146,465 | $7.29M | 0.24% | +16,531+12.7% | Added |
| Manufacturers Life Insurance Company, The | 147,497 | $7.34M | 0.01% | −2,702−1.8% | Reduced |
| Waterfront Wealth Inc. | 149,772 | $7.45M | 2.02% | −1,033−0.7% | Reduced |
| Boston Common Asset Management, LLC | 159,553 | $7.94M | 0.20% | +63,766+66.6% | Added |
| Beacon Investment Advisory Services, Inc. | 159,927 | $7.96M | 0.34% | +1,297+0.8% | Added |
| Royal Bank of Canada | 164,210 | $8.17M | 0.00% | +16,462+11.1% | Added |