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 |
|---|---|---|---|---|---|
| State of Wisconsin Investment Board | 137,067 | $6.82M | 0.02% | −5,474−3.8% | Reduced |
| Voya Investment Management LLC | 135,388 | $6.74M | 0.01% | +43,652+47.6% | Added |
| Redwood Investment Management, LLC | 122,096 | $6.53M | 0.56% | −34,627−22.1% | Reduced |
| UBS Group AG | 122,381 | $6.09M | 0.00% | −16,932−12.2% | Reduced |
| Deutsche Bank AG | 122,352 | $6.09M | 0.00% | +63,322+107.3% | Added |
| New York State Common Retirement Fund | 122,337 | $6.09M | 0.01% | +416+0.3% | Added |
| Poehling Capital Management, LLC | 120,217 | $5.98M | 1.64% | −2,064−1.7% | Reduced |
| Arnhold LLC | 118,677 | $5.91M | 0.62% | −9,000−7.0% | Reduced |
| Lee Danner & Bass Inc | 117,740 | $5.86M | 0.45% | +117,740 | New |
| Squarepoint Ops LLC | 116,293 | $5.79M | 0.02% | −61,508−34.6% | Reduced |
| Interval Partners, LP | 113,471 | $5.65M | 0.17% | −124,800−52.4% | Reduced |
| Envestnet Asset Management Inc | 112,463 | $5.60M | 0.00% | +10,617+10.4% | Added |
| Brandywine Global Investment Management, LLC | 112,424 | $5.59M | 0.04% | −1,740−1.5% | Reduced |
| Karpas Strategies, LLC | 111,775 | $5.56M | 1.74% | −1,522−1.3% | Reduced |
| KBC Group NV | 109,173 | $5.43M | 0.02% | +625+0.6% | Added |
| Price T Rowe Associates Inc | 107,842 | $5.37M | 0.00% | +6,763+6.7% | Added |
| Epacria Capital Partners, LLC | 107,481 | $5.35M | 3.92% | 00.0% | Unchanged |
| LPL Financial LLC | 106,504 | $5.30M | 0.00% | −4,962−4.5% | Reduced |
| Thrivent Financial for Lutherans | 106,147 | $5.28M | 0.01% | +63,658+149.8% | Added |
| 1492 Capital Management LLC | 100,061 | $4.98M | 2.82% | −536−0.5% | 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 |
| Mutual of America Capital Management LLC | 97,125 | $4.83M | 0.05% | −3,898−3.9% | Reduced |
| Canada Pension Plan Investment Board | 97,000 | $4.83M | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 105,455 | $4.76M | 0.01% | +27,227+34.8% | Added |
| Ervin Investment Management, LLC | 95,149 | $4.73M | 3.28% | −1,463−1.5% | Reduced |
| MetLife Investment Management | 95,021 | $4.73M | 0.03% | −1,504−1.6% | Reduced |
| First Trust Advisors LP | 93,661 | $4.66M | 0.00% | −32,002−25.5% | Reduced |
| Quantinno Capital Management LP | 92,509 | $4.60M | 0.08% | +6,148+7.1% | Added |
| Modera Wealth Management, LLC | 87,970 | $4.38M | 0.06% | −9,945−10.2% | Reduced |
| Amalgamated Bank | 86,968 | $4.33M | 0.04% | −13,891−13.8% | Reduced |
| Comerica Bank | 85,588 | $4.26M | 0.02% | −4,446−4.9% | Reduced |
| Commerce Bank | 85,236 | $4.24M | 0.03% | −50−0.1% | Reduced |
| Franklin Resources Inc | 84,124 | $4.19M | 0.00% | −5,576−6.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 83,422 | $4.15M | 0.03% | −85,422−50.6% | Reduced |
| Advisor Group Holdings, Inc. | 82,653 | $4.11M | 0.01% | +20,424+32.8% | Added |
| Allianz Asset Management GmbH | 82,330 | $4.10M | 0.01% | +48,406+142.7% | Added |
| Intrepid Capital Management Inc | 80,861 | $4.02M | 2.56% | −11,041−12.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 80,354 | $4.00M | 0.09% | +62,253+343.9% | Added |
| Jane Street Group, LLC | 79,738 | $3.97M | 0.00% | +23,672+42.2% | Added |
| Cresset Asset Management, LLC | 78,604 | $3.91M | 0.02% | −320−0.4% | Reduced |
| Treasurer of the State of North Carolina | 78,377 | $3.90M | 0.02% | −2,510−3.1% | Reduced |
| The PNC Financial Services Group, Inc. | 78,025 | $3.88M | 0.00% | −2,947−3.6% | Reduced |
| Tocqueville Asset Management L.P. | 77,050 | $3.83M | 0.06% | +15,320+24.8% | Added |
| Nisa Investment Advisors, LLC | 76,352 | $3.80M | 0.02% | −5,400−6.6% | Reduced |
| Caption Management, LLC | 75,000 | $3.73M | 0.40% | +29,020+63.1% | Added |
| Yousif Capital Management, LLC | 74,424 | $3.70M | 0.04% | −6,531−8.1% | Reduced |
| PGGM Investments | 73,393 | $3.65M | 0.05% | +7,519+11.4% | Added |
| Abn Amro Investment Solutions | 73,227 | $3.64M | 0.07% | +23,222+46.4% | Added |
| First Wilshire Securities Management Inc | 69,614 | $3.46M | 1.06% | −786−1.1% | Reduced |
| Public Employees Retirement System of Ohio | 68,673 | $3.42M | 0.01% | −645−0.9% | Reduced |
| Assenagon Asset Management S.A. | 67,103 | $3.34M | 0.01% | +67,103 | New |
| Renaissance Technologies LLC | 61,889 | $3.08M | 0.01% | +61,889 | New |
| Teachers Retirement System of the State of Kentucky | 61,705 | $3.07M | 0.03% | 00.0% | Unchanged |
| Victory Capital Management Inc | 61,594 | $3.06M | 0.00% | −197−0.3% | Reduced |
| Cinctive Capital Management LP | 61,354 | $3.05M | 0.16% | −499,624−89.1% | Reduced |
| Intech Investment Management LLC | 60,307 | $3.00M | 0.04% | +60,307 | New |
| CIBC Private Wealth Group, LLC | 57,300 | $2.92M | 0.01% | +350+0.6% | Added |
| SG Americas Securities, LLC | 58,587 | $2.92M | 0.02% | +56,236+2,392.0% | Added |
| Seven Eight Capital, LP | 58,292 | $2.90M | 0.30% | +30,751+111.7% | Added |
| HSBC Holdings PLC | 57,282 | $2.86M | 0.00% | +57,282 | New |
| Laurion Capital Management LP | 56,778 | $2.83M | 0.09% | −1,258−2.2% | Reduced |
| Caxton Associates LP | 56,431 | $2.81M | 0.11% | +16,100+39.9% | Added |
| Gateway Investment Advisers LLC | 55,545 | $2.76M | 0.03% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 55,165 | $2.75M | 0.94% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 52,025 | $2.59M | 0.13% | −468−0.9% | Reduced |
| Edgestream Partners, L.P. | 50,028 | $2.49M | 0.12% | +19,110+61.8% | Added |
| M&T Bank Corp | 49,465 | $2.46M | 0.01% | −2,366−4.6% | Reduced |
| Louisiana State Employees Retirement System | 48,000 | $2.39M | 0.05% | −800−1.6% | Reduced |
| Ensign Peak Advisors, Inc | 47,789 | $2.38M | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 47,490 | $2.36M | 0.02% | +1,226+2.7% | Added |
| HRT Financial LP | 46,890 | $2.33M | 0.01% | +23,848+103.5% | Added |
| Empowered Funds, LLC | 45,318 | $2.26M | 0.04% | +1,648+3.8% | Added |
| State of New Jersey Common Pension Fund D | 44,493 | $2.21M | 0.01% | −38,524−46.4% | Reduced |
| Teacher Retirement System of Texas | 44,313 | $2.21M | 0.01% | −17,081−27.8% | Reduced |
| Commonwealth Equity Services, LLC | 42,714 | $2.13M | 0.00% | +816+1.9% | Added |
| Capital Fund Management S.A. | 42,587 | $2.12M | 0.02% | +17,081+67.0% | Added |
| State of Michigan Retirement System | 40,816 | $2.03M | 0.01% | −800−1.9% | Reduced |
| Wedge Capital Management L L P | 40,598 | $2.02M | 0.04% | +1,495+3.8% | Added |
| AlphaCore Capital LLC | 40,572 | $2.02M | 0.49% | +110.0% | Added |
| Safeguard Investment Advisory Group, LLC | 39,437 | $1.96M | 0.61% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 39,203 | $1.95M | 0.01% | 00.0% | Unchanged |
| US Bancorp | 37,869 | $1.88M | 0.00% | +2,273+6.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 37,860 | $1.88M | 0.05% | +43+0.1% | Added |
| Acadian Asset Management LLC | 37,728 | $1.88M | 0.01% | +35,510+1,601.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 37,599 | $1.87M | 0.01% | +94+0.3% | Added |
| New Mexico Educational Retirement Board | 37,000 | $1.84M | 0.06% | 00.0% | Unchanged |
| AMG National Trust Bank | 36,626 | $1.82M | 0.05% | −718−1.9% | Reduced |
| Ameritas Investment Partners, Inc. | 36,081 | $1.80M | 0.06% | −1,089−2.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 35,800 | $1.78M | 0.01% | +35,800 | New |
| Oregon Public Employees Retirement Fund | 35,253 | $1.75M | 0.03% | −6,600−15.8% | Reduced |
| Mercer Global Advisors Inc | 34,972 | $1.74M | 0.00% | +1,802+5.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 34,812 | $1.73M | 0.01% | +1,367+4.1% | Added |
| Engineers Gate Manager LP | 34,072 | $1.70M | 0.04% | −926−2.6% | Reduced |
| HighTower Advisors, LLC | 33,392 | $1.67M | 0.00% | +18+0.1% | Added |
| Natixis Advisors, L.P. | 32,772 | $1.63M | 0.00% | +3,430+11.7% | Added |
| Stifel Financial Corp | 32,438 | $1.61M | 0.00% | −1,046−3.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 31,905 | $1.59M | 0.02% | +1,157+3.8% | Added |
| Mackenzie Financial Corp | 31,619 | $1.57M | 0.00% | +4,851+18.1% | Added |
| Intrinsic Value Partners, LLC | 31,538 | $1.57M | 1.64% | −100−0.3% | Reduced |