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, Q3 2024
Institutional positions in Jefferies Financial Group Inc. as of Sep 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
- 534
- +47 vs. Q2 2024
- Shares held
- 145.4M
- +25.7M (+21.5%) vs. Q2 2024
- Total value
- $8.94B
- +$2.98B (+50.1%) vs. Q2 2024
- New holders
- 90
- 139 more added
- Sold out
- 43
- 197 more reduced
6 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Jefferies Financial Group Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 15,332,346 | $943.7M | 0.02% | −361,161−2.3% | Reduced |
| BlackRock, Inc. | 15,290,412 | $941.1M | 0.02% | +15,290,412 | New |
| Sumitomo Mitsui Financial Group, Inc. | 9,247,081 | $569.2M | 12.80% | +9,247,081 | New |
| Allspring Global Investments Holdings, LLC | 6,510,681 | $400.7M | 0.62% | −539,134−7.6% | Reduced |
| State Street Corp | 4,975,291 | $306.2M | 0.01% | −149,318−2.9% | Reduced |
| Massachusetts Mutual Life Insurance Co | 4,654,362 | $286.5M | 16.71% | +4,654,362 | New |
| Invesco Ltd. | 4,166,432 | $256.4M | 0.05% | +2,160,195+107.7% | Added |
| First Pacific Advisors, LP | 3,914,280 | $240.9M | 3.35% | −1,495,930−27.7% | Reduced |
| Dimensional Fund Advisors LP | 3,724,879 | $229.3M | 0.06% | −507,401−12.0% | Reduced |
| FMR LLC | 3,286,958 | $202.3M | 0.01% | +2,914,504+782.5% | Added |
| Geode Capital Management, LLC | 2,781,009 | $171.2M | 0.01% | −73,323−2.6% | Reduced |
| JPMorgan Chase & Co | 2,504,513 | $154.2M | 0.01% | +167,270+7.2% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 2,430,825 | $149.6M | 0.49% | −965,430−28.4% | Reduced |
| Alliancebernstein L.P. | 2,311,513 | $142.3M | 0.05% | −158,980−6.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 2,055,915 | $126.5M | 0.11% | +395,831+23.8% | Added |
| Barclays PLC | 2,014,387 | $124.0M | 0.05% | +470,409+30.5% | Added |
| Bank of New York Mellon Corp | 1,940,342 | $119.4M | 0.02% | −228,567−10.5% | Reduced |
| Morgan Stanley | 1,916,094 | $117.9M | 0.01% | +210,699+12.4% | Added |
| Norges Bank | 1,823,247 | $112.2M | 0.02% | −477,389−20.8% | Reduced |
| Citigroup Inc | 1,607,256 | $98.9M | 0.09% | −517,146−24.3% | Reduced |
| Principal Financial Group Inc | 1,598,703 | $98.4M | 0.05% | −71,881−4.3% | Reduced |
| Nuveen Asset Management, LLC | 1,531,599 | $94.3M | 0.03% | −109,686−6.7% | Reduced |
| Beck Mack & Oliver LLC | 1,395,113 | $85.9M | 1.67% | −82,653−5.6% | Reduced |
| Northern Trust Corp | 1,349,838 | $83.1M | 0.01% | −98,474−6.8% | Reduced |
| Miller Howard Investments Inc | 1,337,482 | $82.3M | 2.54% | −23,132−1.7% | Reduced |
| Artemis Investment Management LLP | 1,275,919 | $78.5M | 1.20% | +106,076+9.1% | Added |
| Citadel Advisors LLC | 1,259,235 | $77.5M | 0.08% | +588,851+87.8% | Added |
| Goldman Sachs Group Inc | 1,179,176 | $72.6M | 0.01% | +418,152+54.9% | Added |
| Charles Schwab Investment Management Inc | 1,170,577 | $72.0M | 0.01% | −55,778−4.5% | Reduced |
| Donald Smith & Co., Inc. | 1,152,846 | $71.0M | 1.67% | −1,341,813−53.8% | Reduced |
| Moerus Capital Management LLC | 983,288 | $60.5M | 22.22% | −86,936−8.1% | Reduced |
| LSV Asset Management | 979,500 | $60.3M | 0.13% | −1,800−0.2% | Reduced |
| Private Management Group Inc | 911,070 | $56.1M | 1.97% | −236,785−20.6% | Reduced |
| Balyasny Asset Management LLC | 879,519 | $54.1M | 0.14% | +627,013+248.3% | Added |
| Captrust Financial Advisors | 833,695 | $51.3M | 0.15% | −734,016−46.8% | Reduced |
| Fisher Asset Management, LLC | 780,877 | $48.1M | 0.02% | +381,893+95.7% | Added |
| Hosking Partners LLP | 778,935 | $47.9M | 1.85% | −36,737−4.5% | Reduced |
| Bank of America Corp | 768,112 | $47.3M | 0.00% | +70,575+10.1% | Added |
| Qube Research & Technologies Ltd | 691,996 | $42.6M | 0.08% | −119,286−14.7% | Reduced |
| Deutsche Bank AG | 690,262 | $42.5M | 0.02% | +567,910+464.2% | Added |
| Zurich Insurance Group Ltd | 665,696 | $41.0M | 0.35% | −538,480−44.7% | Reduced |
| Amundi | 641,981 | $40.9M | 0.02% | −466,865−42.1% | Reduced |
| Voloridge Investment Management, LLC | 625,740 | $38.5M | 0.14% | +253,718+68.2% | Added |
| Two Sigma Investments, LP | 597,691 | $36.8M | 0.08% | −26,258−4.2% | Reduced |
| Private Capital Management, LLC | 582,025 | $35.8M | 3.92% | −189,100−24.5% | Reduced |
| Millennium Management LLC | 574,697 | $35.4M | 0.03% | −114,863−16.7% | Reduced |
| Neuberger Berman Group LLC | 549,542 | $33.8M | 0.03% | −194,732−26.2% | Reduced |
| Mraz, Amerine & Associates, Inc. | 546,278 | $33.6M | 6.08% | −8,971−1.6% | Reduced |
| STRS Ohio | 529,768 | $32.6M | 0.13% | −9,024−1.7% | Reduced |
| Janus Henderson Group PLC | 512,100 | $31.5M | 0.02% | −84,151−14.1% | Reduced |
| Loomis Sayles & Co L P | 503,052 | $31.0M | 0.04% | −91,205−15.3% | Reduced |
| Retirement Systems of Alabama | 496,197 | $30.5M | 0.11% | −12,169−2.4% | Reduced |
| Rhumbline Advisers | 477,134 | $29.4M | 0.03% | −22,136−4.4% | Reduced |
| Cerity Partners LLC | 460,847 | $28.4M | 0.06% | +251,146+119.8% | Added |
| GoodHaven Capital Management, LLC | 449,558 | $27.7M | 9.18% | 00.0% | Unchanged |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 433,558 | $26.7M | 0.01% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 432,847 | $26.6M | 0.01% | −52,199−10.8% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 425,000 | $26.2M | 0.42% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 422,700 | $26.0M | 0.47% | +11,489+2.8% | Added |
| Robotti Robert | 409,516 | $25.2M | 3.84% | −1,694−0.4% | Reduced |
| SEI Investments Co | 395,805 | $24.4M | 0.03% | +18,069+4.8% | Added |
| Kames Capital plc | 389,536 | $24.0M | 0.33% | −67,087−14.7% | Reduced |
| Russell Investments Group, Ltd. | 385,254 | $23.7M | 0.03% | −20,110−5.0% | Reduced |
| Ameriprise Financial Inc | 372,852 | $22.9M | 0.01% | −83,569−18.3% | Reduced |
| First Trust Advisors LP | 360,478 | $22.2M | 0.02% | +266,817+284.9% | Added |
| Legal & General Group Plc | 359,135 | $22.1M | 0.01% | −8,996−2.4% | Reduced |
| California Public Employees Retirement System | 350,617 | $21.6M | 0.02% | −4,754−1.3% | Reduced |
| Swiss National Bank | 320,900 | $19.8M | 0.01% | −12,800−3.8% | Reduced |
| Assenagon Asset Management S.A. | 311,977 | $19.2M | 0.04% | +244,874+364.9% | Added |
| Guggenheim Capital LLC | 302,991 | $18.6M | 0.13% | −105,642−25.9% | Reduced |
| Squarepoint Ops LLC | 300,360 | $18.5M | 0.06% | +184,067+158.3% | Added |
| Oppenheimer & Co Inc | 299,297 | $18.4M | 0.28% | +7,889+2.7% | Added |
| Franklin Resources Inc | 280,026 | $18.2M | 0.01% | +195,902+232.9% | Added |
| Raymond James & Associates | 293,716 | $18.1M | 0.01% | −3,564−1.2% | Reduced |
| Two Sigma Advisers, LP | 280,800 | $17.3M | 0.04% | −199,400−41.5% | Reduced |
| Bamco Inc | 279,528 | $17.2M | 0.05% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 279,312 | $17.2M | 1.03% | −4,423−1.6% | Reduced |
| Wells Fargo & Company | 277,634 | $17.1M | 0.00% | −13,310−4.6% | Reduced |
| Trexquant Investment LP | 274,627 | $16.9M | 0.21% | +18,767+7.3% | Added |
| American Century Companies Inc | 266,956 | $16.4M | 0.01% | +45,560+20.6% | Added |
| Susquehanna International Group, LLP | 265,381 | $16.3M | 0.03% | +250,711+1,709.0% | Added |
| Allianz Asset Management GmbH | 261,304 | $16.1M | 0.02% | +178,974+217.4% | Added |
| Colony Group, LLC | 259,743 | $16.0M | 0.05% | −6,473−2.4% | Reduced |
| D. E. Shaw & Co., Inc. | 257,911 | $15.9M | 0.02% | +92,356+55.8% | Added |
| State Board of Administration of Florida Retirement System | 240,012 | $14.8M | 0.03% | −8,760−3.5% | Reduced |
| Cinctive Capital Management LP | 221,864 | $13.7M | 0.78% | +160,510+261.6% | Added |
| First Manhattan Co | 218,083 | $13.4M | 0.04% | −87,327−28.6% | Reduced |
| Merrion Investment Management Co, LLC | 214,714 | $13.2M | 8.72% | +400+0.2% | Added |
| Rock Point Advisors, LLC | 214,686 | $13.2M | 3.61% | −47,837−18.2% | Reduced |
| New York State Teachers Retirement System | 213,989 | $13.2M | 0.03% | −15,428−6.7% | Reduced |
| Corebridge Financial, Inc. | 192,642 | $11.9M | 0.06% | −22,625−10.5% | Reduced |
| Lafayette Investments, Inc. | 180,870 | $11.1M | 2.35% | −1,706−0.9% | Reduced |
| Wealth High Governance Capital Ltda | 180,000 | $11.1M | 3.89% | 00.0% | Unchanged |
| Great West Life Assurance Co | 176,527 | $10.9M | 0.02% | +8,377+5.0% | Added |
| UBS Group AG | 168,257 | $10.4M | 0.00% | +45,876+37.5% | Added |
| Boston Partners | 165,667 | $10.2M | 0.01% | −57,031−25.6% | Reduced |
| Beacon Investment Advisory Services, Inc. | 163,445 | $10.1M | 0.42% | +3,518+2.2% | Added |
| Boston Common Asset Management, LLC | 159,789 | $9.84M | 0.26% | +236+0.1% | Added |
| California State Teachers Retirement System | 158,126 | $9.73M | 0.01% | −10,120−6.0% | Reduced |
| Waterfront Wealth Inc. | 149,201 | $9.67M | 2.37% | −571−0.4% | Reduced |