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 |
|---|---|---|---|---|---|
| Investors Research Corp | 31,237 | $1.55M | 0.36% | −9,475−23.3% | Reduced |
| Axq Capital, LP | 31,041 | $1.54M | 0.36% | +9,872+46.6% | Added |
| State of Tennessee, Treasury Department | 30,500 | $1.52M | 0.01% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 30,290 | $1.51M | 0.46% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 30,200 | $1.50M | 0.06% | −25,500−45.8% | Reduced |
| Utah Retirement Systems | 29,784 | $1.48M | 0.02% | −1,600−5.1% | Reduced |
| Pathstone Holdings, LLC | 29,612 | $1.47M | 0.01% | +365+1.2% | Added |
| Illinois Municipal Retirement Fund | 28,781 | $1.43M | 0.02% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 28,663 | $1.43M | 0.23% | +28,663 | New |
| Qsemble Capital Management, LP | 28,648 | $1.43M | 0.27% | +683+2.4% | Added |
| Wellington Shields Capital Management, LLC | 28,000 | $1.39M | 0.25% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 26,844 | $1.38M | 0.47% | +826+3.2% | Added |
| Panagora Asset Management Inc | 27,492 | $1.37M | 0.01% | +20,797+310.6% | Added |
| Moors & Cabot, Inc. | 27,250 | $1.36M | 0.07% | +2,500+10.1% | Added |
| Bridgewater Associates, LP | 26,726 | $1.33M | 0.01% | −76,148−74.0% | Reduced |
| QRG Capital Management, Inc. | 26,336 | $1.31M | 0.02% | −892−3.3% | Reduced |
| Rockefeller Capital Management L.P. | 26,114 | $1.30M | 0.00% | +26,114 | New |
| Centennial Bank | 25,998 | $1.29M | 0.63% | −354−1.3% | Reduced |
| Pacer Advisors, Inc. | 25,402 | $1.26M | 0.00% | −166−0.6% | Reduced |
| Xponance, Inc. | 25,050 | $1.25M | 0.01% | +1,090+4.5% | 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 |
| Park Avenue Securities LLC | 24,963 | $1.24M | 0.02% | +468+1.9% | Added |
| Parsons Capital Management Inc | 24,743 | $1.23M | 0.08% | 00.0% | Unchanged |
| Simplex Trading, LLC | 24,273 | $1.21M | 0.04% | +16,929+230.5% | Added |
| Creative Planning | 23,924 | $1.19M | 0.00% | +2,995+14.3% | Added |
| Aigen Investment Management, LP | 23,767 | $1.18M | 0.23% | +23,767 | New |
| Storebrand Asset Management AS | 22,813 | $1.14M | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 22,750 | $1.13M | 0.00% | +717+3.3% | Added |
| Bank of Montreal | 21,866 | $1.09M | 0.00% | +2,110+10.7% | Added |
| Bard Financial Services, Inc. | 21,800 | $1.08M | 0.11% | −250−1.1% | Reduced |
| Summit Financial, LLC | 21,558 | $1.07M | 0.05% | +21,558 | New |
| Sanctuary Advisors, LLC | 24,426 | $1.06M | 0.01% | +24,426 | New |
| Gotham Asset Management, LLC | 21,303 | $1.06M | 0.01% | −311−1.4% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 20,954 | $1.04M | 0.04% | −126,801−85.8% | Reduced |
| Equitable Trust Co | 20,630 | $1.03M | 0.07% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 20,112 | $1.00M | 0.02% | +20,112 | New |
| Harbour Capital Advisors, LLC | 19,975 | $998.2K | 0.24% | +19,975 | New |
| Redmont Wealth Advisors LLC | 19,129 | $951.9K | 1.50% | −4,374−18.6% | Reduced |
| State of Alaska, Department of Revenue | 18,389 | $915.0K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 17,984 | $894.9K | 0.00% | +1,606+9.8% | Added |
| Evercore Wealth Management, LLC | 17,933 | $892.3K | 0.01% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 17,850 | $888.2K | 0.03% | 00.0% | Unchanged |
| JustInvest LLC | 17,799 | $885.7K | 0.02% | +1,557+9.6% | Added |
| Shelton Wealth Management, LLC | 17,718 | $881.7K | 0.53% | +4,640+35.5% | Added |
| Stevens Capital Management LP | 17,690 | $880.0K | 0.30% | +17,690 | New |
| Federated Hermes, Inc. | 17,246 | $858.2K | 0.00% | −1,483−7.9% | Reduced |
| Public Employees Retirement Association of Colorado | 17,153 | $854.0K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 17,052 | $848.5K | 0.00% | +13+0.1% | Added |
| Raymond James Trust N.A. | 16,800 | $836.0K | 0.02% | +317+1.9% | Added |
| KWMG, LLC | 16,641 | $828.1K | 0.09% | −318−1.9% | Reduced |
| Prudential Financial Inc | 16,605 | $826.3K | 0.00% | −4,661−21.9% | Reduced |
| Mirabella Financial Services LLP | 16,282 | $810.2K | 0.06% | +16,282 | New |
| Ofi Invest Asset Management | 17,264 | $801.5K | 0.02% | +17,264 | New |
| Quest Partners LLC | 15,849 | $788.6K | 0.11% | −38,950−71.1% | Reduced |
| National Bank of Canada | 15,529 | $775.5K | 0.00% | −5,669−26.7% | Reduced |
| King Luther Capital Management Corp | 15,414 | $767.0K | 0.00% | −120−0.8% | Reduced |
| Ancora Advisors, LLC | 15,175 | $755.1K | 0.02% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 15,025 | $747.6K | 0.04% | −475−3.1% | Reduced |
| 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 |
| Harbor Advisors LLC | 15,000 | $746.4K | 0.14% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 14,885 | $741.0K | 0.42% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 14,670 | $730.0K | 0.00% | −23,775−61.8% | Reduced |
| Fulton Bank, N.A. | 14,600 | $726.5K | 0.03% | +14,600 | New |
| Lazard Asset Management LLC | 14,573 | $724.0K | 0.00% | +14,573 | New |
| Mariner, LLC | 14,422 | $717.6K | 0.00% | +2,544+21.4% | Added |
| Silvercrest Asset Management Group LLC | 14,345 | $713.8K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 14,086 | $700.9K | 0.01% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 14,055 | $699.4K | 0.15% | +10+0.1% | Added |
| BNP Paribas Arbitrage, SA | 13,854 | $689.4K | 0.00% | −16,579−54.5% | Reduced |
| Entropy Technologies, LP | 13,722 | $682.8K | 0.07% | +13,722 | New |
| Quadrature Capital Ltd | 13,639 | $678.7K | 0.01% | +822+6.4% | Added |
| Securian Asset Management, Inc | 13,529 | $673.2K | 0.02% | −334−2.4% | Reduced |
| Farther Finance Advisors, LLC | 13,266 | $662.9K | 0.03% | +1,278+10.7% | Added |
| Brevan Howard Capital Management LP | 13,255 | $659.6K | 0.04% | +6,489+95.9% | Added |
| United Services Automobile Association | 13,219 | $657.8K | 0.02% | +264+2.0% | Added |
| Jefferies Financial Group Inc. | 13,043 | $649.0K | 0.01% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 12,539 | $623.9K | 0.00% | −6,227−33.2% | Reduced |
| Crossmark Global Holdings, Inc. | 12,515 | $623.0K | 0.01% | −809−6.1% | Reduced |
| Fox Run Management, L.L.C. | 12,504 | $622.2K | 0.12% | −14,123−53.0% | Reduced |
| GWM Advisors LLC | 12,486 | $621.3K | 0.00% | +11,058+774.4% | Added |
| Carmel Capital Partners, LLC | 11,400 | $567.3K | 0.24% | 00.0% | Unchanged |
| Connable Office Inc | 11,200 | $557.3K | 0.06% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 11,177 | $556.2K | 0.01% | −40.0% | Reduced |
| Roberts Capital Advisors, LLC | 12,594 | $555.4K | 0.53% | 00.0% | Unchanged |
| Chou Associates Management Inc.SuperinvestorChou Associates | 10,987 | $546.7K | 0.39% | +10,987 | New |
| Am Investment Strategies LLC | 10,122 | $504.0K | 0.12% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 10,040 | $499.6K | 0.26% | +20.0% | Added |
| Sherbrooke Park Advisers LLC | 10,012 | $498.2K | 0.09% | −4,784−32.3% | Reduced |
| Black Swift Group, LLC | 10,000 | $497.6K | 0.11% | +10,000 | New |
| Tower Research Capital LLC (TRC) | 9,902 | $492.7K | 0.01% | −8,209−45.3% | Reduced |
| Custom Index Systems, LLC | 9,820 | $488.6K | 0.28% | −1,888−16.1% | Reduced |
| Quantbot Technologies LP | 9,750 | $485.2K | 0.02% | −12,184−55.5% | Reduced |
| BFSG, LLC | 9,621 | $478.7K | 0.06% | −2,190−18.5% | Reduced |
| Ethic Inc. | 9,513 | $473.4K | 0.01% | +4,216+79.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,375 | $466.5K | 0.08% | 00.0% | Unchanged |
| Prana Capital Management, LP | 9,098 | $452.7K | 0.02% | −586−6.1% | Reduced |
| XTX Topco Ltd | 8,882 | $442.0K | 0.04% | +8,882 | New |
| Yelin Lapidot Holdings Management Ltd. | 8,652 | $430.5K | 0.08% | 00.0% | Unchanged |