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 |
|---|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | 165,555 | $8.24M | 0.01% | +139,882+544.9% | Added |
| Great West Life Assurance Co | 168,150 | $8.37M | 0.02% | +17,568+11.7% | Added |
| California State Teachers Retirement System | 168,246 | $8.37M | 0.01% | −3,509−2.0% | Reduced |
| Wealth High Governance Capital Ltda | 180,000 | $8.96M | 2.22% | +180,000 | New |
| Lafayette Investments, Inc. | 182,576 | $9.09M | 2.07% | −2,147−1.2% | Reduced |
| AQR Capital Management LLC | 190,043 | $9.45M | 0.01% | −1,336−0.7% | Reduced |
| Cerity Partners LLC | 209,701 | $10.4M | 0.03% | −239,298−53.3% | Reduced |
| Man Group plc | 214,023 | $10.6M | 0.03% | +162,871+318.4% | Added |
| Merrion Investment Management Co, LLC | 214,314 | $10.7M | 7.33% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 215,267 | $10.7M | 0.06% | +215,267 | New |
| American Century Companies Inc | 221,396 | $11.0M | 0.01% | +65,962+42.4% | Added |
| Boston Partners | 222,698 | $11.1M | 0.01% | −12,368−5.3% | Reduced |
| New York State Teachers Retirement System | 229,417 | $11.4M | 0.02% | −17,228−7.0% | Reduced |
| ACR Alpine Capital Research, LLC | 240,196 | $12.0M | 0.37% | +2,815+1.2% | Added |
| State Board of Administration of Florida Retirement System | 248,772 | $12.4M | 0.02% | −14,732−5.6% | Reduced |
| Balyasny Asset Management LLC | 252,506 | $12.6M | 0.03% | −142,982−36.2% | Reduced |
| Trexquant Investment LP | 255,860 | $12.7M | 0.19% | +249,248+3,769.6% | Added |
| Rock Point Advisors, LLC | 262,523 | $13.1M | 3.92% | −54,215−17.1% | Reduced |
| Colony Group, LLC | 266,216 | $13.2M | 0.04% | −1,106−0.4% | Reduced |
| Bamco Inc | 279,528 | $13.9M | 0.04% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 283,735 | $14.1M | 0.86% | +7,219+2.6% | Added |
| Wells Fargo & Company | 290,944 | $14.5M | 0.00% | +20,157+7.4% | Added |
| Oppenheimer & Co Inc | 291,408 | $14.5M | 0.23% | −2,151−0.7% | Reduced |
| Raymond James & Associates | 297,280 | $14.8M | 0.01% | +13,801+4.9% | Added |
| First Manhattan Co | 305,410 | $15.2M | 0.05% | −1,357−0.4% | Reduced |
| Swiss National Bank | 333,700 | $16.6M | 0.01% | +1,300+0.4% | Added |
| California Public Employees Retirement System | 355,371 | $17.7M | 0.01% | +12,050+3.5% | Added |
| Legal & General Group Plc | 368,131 | $18.3M | 0.01% | −44,830−10.9% | Reduced |
| Voloridge Investment Management, LLC | 372,022 | $18.5M | 0.07% | +191,550+106.1% | Added |
| FMR LLC | 372,454 | $18.5M | 0.00% | −69,184−15.7% | Reduced |
| SEI Investments Co | 377,736 | $18.8M | 0.03% | +1,139+0.3% | Added |
| Fisher Asset Management, LLC | 398,984 | $19.9M | 0.01% | +81,438+25.6% | Added |
| Russell Investments Group, Ltd. | 405,364 | $20.2M | 0.03% | −5,624−1.4% | Reduced |
| Guggenheim Capital LLC | 408,633 | $20.3M | 0.15% | −8,912−2.1% | Reduced |
| Robotti Robert | 411,210 | $20.5M | 3.21% | −6,019−1.4% | Reduced |
| NewEdge Wealth, LLC | 411,211 | $20.5M | 0.44% | +11,686+2.9% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 425,000 | $21.1M | 0.35% | +425,000 | New |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 433,558 | $21.6M | 0.01% | 00.0% | Unchanged |
| GoodHaven Capital Management, LLC | 449,558 | $22.4M | 8.21% | 00.0% | Unchanged |
| Kames Capital plc | 456,623 | $22.7M | 0.32% | +398,145+680.8% | Added |
| Ameriprise Financial Inc | 456,421 | $22.7M | 0.01% | −11,664−2.5% | Reduced |
| Two Sigma Advisers, LP | 480,200 | $23.9M | 0.05% | +340,600+244.0% | Added |
| UBS Asset Management Americas Inc | 485,046 | $24.1M | 0.01% | +158,478+48.5% | Added |
| Rhumbline Advisers | 499,270 | $24.8M | 0.02% | +4,177+0.8% | Added |
| Retirement Systems of Alabama | 508,366 | $25.3M | 0.10% | −3,541−0.7% | Reduced |
| STRS Ohio | 538,792 | $26.8M | 0.11% | −52,950−8.9% | Reduced |
| Mraz, Amerine & Associates, Inc. | 555,249 | $27.6M | 5.68% | −4,824−0.9% | Reduced |
| Loomis Sayles & Co L P | 594,257 | $29.6M | 0.04% | −71,693−10.8% | Reduced |
| Janus Henderson Group PLC | 596,251 | $29.7M | 0.02% | −404,408−40.4% | Reduced |
| Two Sigma Investments, LP | 623,949 | $31.0M | 0.07% | +438,495+236.4% | Added |
| Citadel Advisors LLC | 670,384 | $33.4M | 0.03% | +443,532+195.5% | Added |
| Millennium Management LLC | 689,560 | $34.3M | 0.03% | −586,511−46.0% | Reduced |
| Bank of America Corp | 697,537 | $34.7M | 0.00% | +100,109+16.8% | Added |
| Neuberger Berman Group LLC | 744,274 | $37.0M | 0.03% | +312,601+72.4% | Added |
| Goldman Sachs Group Inc | 761,024 | $37.9M | 0.01% | +49,950+7.0% | Added |
| Private Capital Management, LLC | 771,125 | $38.4M | 4.55% | −41,300−5.1% | Reduced |
| Qube Research & Technologies Ltd | 811,282 | $40.4M | 0.07% | +78,744+10.7% | Added |
| Hosking Partners LLP | 815,672 | $40.6M | 1.50% | +31,532+4.0% | Added |
| LSV Asset Management | 981,300 | $48.8M | 0.11% | −59,300−5.7% | Reduced |
| Burgundy Asset Management Ltd. | 1,067,647 | $53.1M | 0.56% | +15,678+1.5% | Added |
| Moerus Capital Management LLC | 1,070,224 | $53.3M | 19.22% | +7,195+0.7% | Added |
| Amundi | 1,108,846 | $56.6M | 0.02% | +1,108,846 | New |
| Private Management Group Inc | 1,147,855 | $57.1M | 2.20% | −128,018−10.0% | Reduced |
| Artemis Investment Management LLP | 1,169,843 | $58.2M | 0.78% | +1,169,843 | New |
| Zurich Insurance Group Ltd | 1,204,176 | $59.9M | 0.52% | +145,382+13.7% | Added |
| Charles Schwab Investment Management Inc | 1,226,355 | $61.0M | 0.01% | +921+0.1% | Added |
| Alyeska Investment Group, L.P. | 1,301,893 | $64.8M | 0.37% | −455,227−25.9% | Reduced |
| Miller Howard Investments Inc | 1,360,614 | $67.7M | 2.25% | −22,509−1.6% | Reduced |
| Northern Trust Corp | 1,448,312 | $72.1M | 0.01% | +41,814+3.0% | Added |
| Beck Mack & Oliver LLC | 1,477,766 | $73.5M | 1.52% | −218,652−12.9% | Reduced |
| Barclays PLC | 1,543,978 | $76.8M | 0.04% | −89,451−5.5% | Reduced |
| Captrust Financial Advisors | 1,567,711 | $78.0M | 0.25% | +44,040+2.9% | Added |
| Nuveen Asset Management, LLC | 1,641,285 | $81.7M | 0.02% | −42,608−2.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,660,084 | $82.6M | 0.07% | −230,038−12.2% | Reduced |
| Principal Financial Group Inc | 1,670,584 | $83.1M | 0.05% | −36,849−2.2% | Reduced |
| Morgan Stanley | 1,705,395 | $84.9M | 0.01% | −117,019−6.4% | Reduced |
| Marshall Wace, LLP | 1,947,192 | $96.9M | 0.14% | +1,529,218+365.9% | Added |
| Invesco Ltd. | 2,006,237 | $99.8M | 0.02% | −244,268−10.9% | Reduced |
| Citigroup Inc | 2,124,402 | $105.7M | 0.10% | +2,109,030+13,719.9% | Added |
| Bank of New York Mellon Corp | 2,168,909 | $107.9M | 0.02% | +34,295+1.6% | Added |
| Norges Bank | 2,300,636 | $114.5M | 0.02% | −115,803−4.8% | Reduced |
| JPMorgan Chase & Co | 2,337,243 | $116.3M | 0.01% | +326,311+16.2% | Added |
| Alliancebernstein L.P. | 2,470,493 | $122.9M | 0.04% | −780,065−24.0% | Reduced |
| Donald Smith & Co., Inc. | 2,494,659 | $124.1M | 3.16% | −361,909−12.7% | Reduced |
| Geode Capital Management, LLC | 2,854,332 | $142.1M | 0.01% | +70,832+2.5% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 3,396,255 | $169.0M | 0.58% | +389,385+12.9% | Added |
| Dimensional Fund Advisors LP | 4,232,280 | $210.6M | 0.06% | +76,327+1.8% | Added |
| State Street Corp | 5,124,609 | $255.0M | 0.01% | −204,974−3.8% | Reduced |
| First Pacific Advisors, LP | 5,410,210 | $269.2M | 3.64% | −10,160−0.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 7,049,815 | $350.8M | 0.57% | +936,424+15.3% | Added |
| Vanguard Group Inc | 15,693,507 | $780.9M | 0.02% | −340,278−2.1% | Reduced |
| BlackRock Inc. | 16,036,731 | $798.0M | 0.02% | +293,792+1.9% | Added |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| American International Group, Inc. | 0 | $0 | 0.00% | −224,530−100.0% | Sold out |
| Iat Reinsurance Co Ltd. | 0 | $0 | 0.00% | −360,872−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −148,388−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −135,034−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −128,943−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −91,435−100.0% | Sold out |
| SPX Equities Gestao de Recursos Ltda | 0 | $0 | 0.00% | −91,130−100.0% | Sold out |