Skip to main content
Livermore
Livermore
ZHEN

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.

Q3 2024 vs. Q2 2024

How the institutions holding Jefferies Financial Group Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of JEF: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders4936534+47
Shares135.9M16.3M145.4M+25.7M (+21.5%)
Value$6.76B$808.9M$8.94B+$2.98B (+50.1%)

6 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (90)

Institutions that held Jefferies Financial Group Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to JEF in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.15,290,412$941.1M0.02%
Sumitomo Mitsui Financial Group, Inc.9,247,081$569.2M12.80%
Massachusetts Mutual Life Insurance Co4,654,362$286.5M16.71%
ExodusPoint Capital Management, LP141,662$8.72M0.09%
Hudson Bay Capital Management LP114,914$7.07M0.05%
Cubist Systematic Strategies, LLC110,682$6.81M0.10%
Lord, Abbett & Co. LLC104,868$6.46M0.02%
EAM Global Investors LLC84,195$5.18M1.05%
Ibex Wealth Advisors45,048$4.91M1.58%
EAM Investors, LLC78,741$4.85M0.72%
Point72 Hong Kong Ltd56,839$3.50M0.25%
Weiss Asset Management LP56,256$3.46M0.09%
Covenant Asset Management, LLC54,216$3.34M0.74%
Segall Bryant & Hamill, LLC54,064$3.33M0.05%
HWG Holdings LP53,506$3.29M1.13%
L & S Advisors Inc42,181$2.60M0.27%
HAP Trading, LLC36,553$2.25M1.14%
Pinebridge Investments, L.P.31,510$1.94M0.01%
Lisanti Capital Growth, LLC27,920$1.72M0.44%
Aster Capital Management (DIFC) Ltd24,854$1.53M0.33%
Point72 Asia (Singapore) Pte. Ltd.23,139$1.42M0.27%
Condor Capital Management23,077$1.42M0.13%
FJ Capital Management LLC21,841$1.34M0.14%
Highland Capital Management, LLC19,096$1.18M0.07%
Credit Agricole S A14,998$923.1K0.00%
Point72 (DIFC) Ltd13,158$809.9K0.06%
Calamos Advisors LLC10,727$660.2K0.00%
PEAK6 Investments LLC10,693$658.2K0.03%
Western Wealth Management, LLC8,184$503.7K0.03%
LMR Partners LLP7,800$480.1K0.01%
Shell Asset Management Co7,104$437.0K0.02%
Stephens Inc6,609$406.8K0.01%
Net Worth Advisory Group6,426$395.5K0.12%
Moody Aldrich Partners LLC5,689$350.2K0.06%
Sterling Capital Management LLC5,633$346.7K0.00%
USA Financial Portformulas Corp5,624$346.2K0.05%
Gsa Capital Partners LLP5,394$332.0K0.03%
Connor, Clark & Lunn Investment Management Ltd.5,089$313.2K0.00%
RSM US Wealth Management LLC5,057$312.8K0.00%
Wiley Bros.-Aintree Capital, LLC4,874$300.0K0.01%
MQS Management LLC4,159$256.0K0.14%
Toroso Investments, LLC4,098$252.2K0.00%
Carlson Capital Management4,000$246.2K0.01%
Tiaa Trust, National Association3,990$245.6K0.00%
Capstone Investment Advisors, LLC3,984$245.2K0.00%
Creekside Partners3,910$240.7K0.12%
Campbell & CO Investment Adviser LLC3,888$239.3K0.02%
Ellevest, Inc.3,883$239.0K0.01%
Ariadne Wealth Management, LP3,336$235.0K0.13%
Ritholtz Wealth Management3,715$228.7K0.01%
Financial Planning & Information Services, Inc.3,703$227.9K0.03%
CAPROCK Group, Inc.3,679$226.4K0.01%
Capula Management Ltd3,641$224.1K0.00%
Kovitz Investment Group Partners, LLC3,912$219.6K0.00%
Phillips Wealth Planners LLC3,291$219.3K0.21%
Americana Partners, LLC3,561$219.2K0.01%
Pallas Capital Advisors LLC3,391$219.0K0.01%
Bleakley Financial Group, LLC3,535$217.6K0.01%
United Capital Financial Advisers, LLC3,469$213.5K0.00%
Ossiam3,129$192.6K0.00%
CoreCap Advisors, LLC2,642$162.6K0.01%
TD Waterhouse Canada Inc.2,387$147.5K0.00%
Point72 Asset Management, L.P.1,999$123.0K0.00%
Cullen/Frost Bankers, Inc.1,472$90.6K0.00%
Headlands Technologies LLC1,431$88.1K0.01%
GeoWealth Management, LLC1,240$76.3K0.00%
Quarry LP1,140$70.2K0.02%
Eastern Bank679$41.8K0.00%
Montag A & Associates Inc568$35.0K0.00%
Bryn Mawr Trust Co524$32.3K0.00%
GHP Investment Advisors, Inc.320$19.7K0.00%
Skopos Labs, Inc.312$19.2K0.01%
Larson Financial Group LLC247$15.2K0.00%
Hemington Wealth Management195$12.0K0.00%
Beacon Capital Management, LLC169$10.4K0.00%
Meeder Asset Management Inc161$9.91K0.00%
Jones Financial Companies LLLP140$8.55K0.00%
Gen-Wealth Partners Inc71$4.58K0.00%
Capital Performance Advisors LLP73$4.49K0.00%
Brown Brothers Harriman & Co69$4.25K0.00%
Ashton Thomas Securities, LLC64$3.94K0.00%
Natixis59$3.63K0.00%
New Millennium Group LLC57$3.56K0.00%
Trust Co54$3.32K0.00%
Atwood & Palmer Inc29$1.78K0.00%
Voisard Asset Management Group, Inc.14$8620.00%
Bokf, NA8$5000.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC6$3690.00%
Mendota Financial Group, LLC2$1240.00%
Clear Street Markets LLC1$00.00%

Sold out (43)

Institutions that held Jefferies Financial Group Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of JEF in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Marshall Wace, LLP1,947,192$96.9M
Burgundy Asset Management Ltd.1,067,647$53.1M
Interval Partners, LP113,471$5.65M
Caption Management, LLC75,000$3.73M
Seven Eight Capital, LP58,292$2.90M
Healthcare of Ontario Pension Plan Trust Fund35,800$1.78M
Investors Research Corp31,237$1.55M
Axq Capital, LP31,041$1.54M
Aquatic Capital Management LLC30,200$1.50M
Nebula Research & Development LLC28,663$1.43M
Aigen Investment Management, LP23,767$1.18M
Stevens Capital Management LP17,690$880.0K
Mirabella Financial Services LLP16,282$810.2K
Quest Partners LLC15,849$788.6K
Black Swift Group, LLC10,000$497.6K
Quantbot Technologies LP9,750$485.2K
Two Sigma Securities, LLC8,375$416.7K
Stratos Wealth Partners, LTD.7,364$366.5K
GTS Securities LLC7,230$359.8K
Bayesian Capital Management, LP6,904$343.5K
Wolverine Trading, LLC6,580$327.4K
SMH Capital Advisors Inc6,404$318.7K
Versor Investments LP6,286$312.8K
Los Angeles Capital Management LLC5,238$260.6K
Machina Capital S.A.S.4,632$230.5K
BLB&B Advisors, LLC4,619$229.8K
Essex Financial Services, Inc.4,063$224.8K
MAI Capital Management4,504$224.1K
EntryPoint Capital, LLC4,410$219.4K
Independent Financial Group, LLC4,077$202.9K
Gordian Capital Singapore Pte Ltd4,000$199.0K
Family Firm, Inc.1,626$80.9K
Daiwa Securities Group Inc.1,600$80.0K
Walleye Trading LLC1,365$67.9K
Ashton Thomas Private Wealth, LLC960$47.8K
Innealta Capital, LLC414$20.6K
SYSTM Wealth Solutions LLC268$13.3K
Triad Wealth Partners, LLC68$3.41K
Opal Wealth Advisors, LLC39$1.94K
Twin Tree Management, LP33$1.64K
RFP Financial Group LLC21$1.04K
Macquarie Group Ltd2$100
Transamerica Financial Advisors, Inc.1–

Not filed for Q3 2024 yet (6)

Institutions that held Jefferies Financial Group Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding JEF in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.16,036,731$798.0M
Karpas Strategies, LLC111,775$5.56M
Susquehanna Fundamental Investments, LLC80,354$4.00M
Ofi Invest Asset Management17,264$801.5K
Buckingham Strategic Wealth, LLC8,501$423.0K
Institutional & Family Asset Management, LLC2,433$121.1K