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 |
|---|---|---|---|---|---|
| Condor Capital Management | 23,077 | $1.42M | 0.13% | +23,077 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 23,139 | $1.42M | 0.27% | +23,139 | New |
| Centiva Capital, LP | 23,530 | $1.45M | 0.07% | +18,289+349.0% | Added |
| Entropy Technologies, LP | 24,001 | $1.48M | 0.16% | +10,279+74.9% | Added |
| Moors & Cabot, Inc. | 24,100 | $1.48M | 0.07% | −3,150−11.6% | Reduced |
| Xponance, Inc. | 24,166 | $1.49M | 0.01% | −884−3.5% | Reduced |
| QRG Capital Management, Inc. | 24,490 | $1.51M | 0.02% | −1,846−7.0% | Reduced |
| Park Avenue Securities LLC | 24,506 | $1.51M | 0.02% | −457−1.8% | Reduced |
| Parsons Capital Management Inc | 24,743 | $1.52M | 0.10% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 24,854 | $1.53M | 0.33% | +24,854 | New |
| Bridgeway Capital Management, LLC | 25,000 | $1.54M | 0.03% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 25,000 | $1.54M | 0.22% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 25,241 | $1.55M | 0.00% | −6,378−20.2% | Reduced |
| Centennial Bank | 25,735 | $1.58M | 0.73% | −263−1.0% | Reduced |
| Prana Capital Management, LP | 27,121 | $1.67M | 0.08% | +18,023+198.1% | Added |
| Intech Investment Management LLC | 27,467 | $1.69M | 0.02% | −32,840−54.5% | Reduced |
| Lisanti Capital Growth, LLC | 27,920 | $1.72M | 0.44% | +27,920 | New |
| Wellington Shields Capital Management, LLC | 28,000 | $1.72M | 0.30% | 00.0% | Unchanged |
| AMG National Trust Bank | 28,114 | $1.73M | 0.05% | −8,512−23.2% | Reduced |
| Congress Wealth Management LLC | 28,124 | $1.73M | 0.02% | +8,012+39.8% | Added |
| MBM Wealth Consultants, LLC | 28,177 | $1.73M | 0.55% | +1,333+5.0% | Added |
| Creative Planning | 28,273 | $1.74M | 0.00% | +4,349+18.2% | Added |
| Illinois Municipal Retirement Fund | 28,781 | $1.77M | 0.03% | 00.0% | Unchanged |
| Utah Retirement Systems | 28,784 | $1.77M | 0.02% | −1,000−3.4% | Reduced |
| Pathstone Holdings, LLC | 29,478 | $1.81M | 0.01% | −134−0.5% | Reduced |
| Bridgewater Associates, LP | 29,488 | $1.81M | 0.01% | +2,762+10.3% | Added |
| Radnor Capital Management, LLC | 30,210 | $1.86M | 0.28% | −80−0.3% | Reduced |
| Modera Wealth Management, LLC | 30,555 | $1.88M | 0.02% | −57,415−65.3% | Reduced |
| US Bancorp | 30,649 | $1.89M | 0.00% | −7,220−19.1% | Reduced |
| HighTower Advisors, LLC | 31,411 | $1.93M | 0.00% | −1,981−5.9% | Reduced |
| Intrinsic Value Partners, LLC | 31,363 | $1.93M | 1.93% | −175−0.6% | Reduced |
| Pinebridge Investments, L.P. | 31,510 | $1.94M | 0.01% | +31,510 | New |
| O'Shaughnessy Asset Management, LLC | 29,892 | $1.94M | 0.02% | −2,013−6.3% | Reduced |
| Teacher Retirement System of Texas | 32,660 | $2.01M | 0.01% | −11,653−26.3% | Reduced |
| Oregon Public Employees Retirement Fund | 32,853 | $2.02M | 0.04% | −2,400−6.8% | Reduced |
| Ameritas Investment Partners, Inc. | 33,305 | $2.05M | 0.07% | −2,776−7.7% | Reduced |
| Wedge Capital Management L L P | 33,455 | $2.06M | 0.04% | −7,143−17.6% | Reduced |
| Natixis Advisors, L.P. | 34,562 | $2.13M | 0.00% | +1,790+5.5% | Added |
| Mercer Global Advisors Inc | 34,477 | $2.13M | 0.00% | −495−1.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 34,812 | $2.14M | 0.01% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 35,785 | $2.20M | 0.01% | −1,814−4.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 36,016 | $2.22M | 0.05% | −1,844−4.9% | Reduced |
| HAP Trading, LLC | 36,553 | $2.25M | 1.14% | +36,553 | New |
| Verition Fund Management LLC | 36,950 | $2.27M | 0.02% | +31,090+530.5% | Added |
| New Mexico Educational Retirement Board | 37,000 | $2.28M | 0.08% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 29,491 | $2.32M | 0.01% | +5,065+20.7% | Added |
| State of Michigan Retirement System | 38,516 | $2.37M | 0.01% | −2,300−5.6% | Reduced |
| Rockefeller Capital Management L.P. | 38,555 | $2.37M | 0.01% | +12,441+47.6% | Added |
| Safeguard Investment Advisory Group, LLC | 39,437 | $2.43M | 0.69% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 40,129 | $2.47M | 0.12% | +26,874+202.7% | Added |
| AlphaCore Capital LLC | 40,382 | $2.49M | 0.56% | −190−0.5% | Reduced |
| Empowered Funds, LLC | 41,835 | $2.57M | 0.04% | −3,483−7.7% | Reduced |
| L & S Advisors Inc | 42,181 | $2.60M | 0.27% | +42,181 | New |
| Pacer Advisors, Inc. | 42,522 | $2.62M | 0.01% | +17,120+67.4% | Added |
| Louisiana State Employees Retirement System | 45,000 | $2.77M | 0.05% | −3,000−6.3% | Reduced |
| Wittenberg Investment Management, Inc. | 45,437 | $2.80M | 0.91% | −9,728−17.6% | Reduced |
| PGGM Investments | 45,911 | $2.83M | 0.04% | −27,482−37.4% | Reduced |
| M&T Bank Corp | 46,818 | $2.88M | 0.01% | −2,647−5.4% | Reduced |
| Commonwealth Equity Services, LLC | 46,826 | $2.88M | 0.00% | +4,112+9.6% | Added |
| State of New Jersey Common Pension Fund D | 46,979 | $2.89M | 0.01% | +2,486+5.6% | Added |
| Arizona State Retirement System | 47,336 | $2.91M | 0.02% | −154−0.3% | Reduced |
| Edgestream Partners, L.P. | 47,523 | $2.93M | 0.13% | −2,505−5.0% | Reduced |
| Ensign Peak Advisors, Inc | 47,789 | $2.94M | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 53,403 | $3.29M | 0.01% | +14,200+36.2% | Added |
| HWG Holdings LP | 53,506 | $3.29M | 1.13% | +53,506 | New |
| Segall Bryant & Hamill, LLC | 54,064 | $3.33M | 0.05% | +54,064 | New |
| Epacria Capital Partners, LLC | 54,181 | $3.33M | 2.27% | −53,300−49.6% | Reduced |
| Covenant Asset Management, LLC | 54,216 | $3.34M | 0.74% | +54,216 | New |
| First Wilshire Securities Management Inc | 54,663 | $3.37M | 0.95% | −14,951−21.5% | Reduced |
| Advisor Group Holdings, Inc. | 54,844 | $3.38M | 0.01% | −27,809−33.6% | Reduced |
| Gateway Investment Advisers LLC | 55,545 | $3.42M | 0.04% | 00.0% | Unchanged |
| Weiss Asset Management LP | 56,256 | $3.46M | 0.09% | +56,256 | New |
| Point72 Hong Kong Ltd | 56,839 | $3.50M | 0.25% | +56,839 | New |
| CIBC Private Wealth Group, LLC | 57,614 | $3.55M | 0.01% | +314+0.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 57,775 | $3.56M | 0.17% | +5,750+11.1% | Added |
| Thrivent Financial for Lutherans | 57,945 | $3.57M | 0.01% | −48,202−45.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 60,225 | $3.71M | 0.03% | −1,480−2.4% | Reduced |
| Yousif Capital Management, LLC | 62,714 | $3.86M | 0.04% | −11,710−15.7% | Reduced |
| Public Employees Retirement System of Ohio | 68,001 | $4.19M | 0.02% | −672−1.0% | Reduced |
| Tocqueville Asset Management L.P. | 69,450 | $4.27M | 0.07% | −7,600−9.9% | Reduced |
| State of Tennessee, Treasury Department | 70,800 | $4.36M | 0.02% | +40,300+132.1% | Added |
| Abn Amro Investment Solutions | 72,407 | $4.46M | 0.08% | −820−1.1% | Reduced |
| Comerica Bank | 73,027 | $4.49M | 0.02% | −12,561−14.7% | Reduced |
| Laurion Capital Management LP | 73,246 | $4.51M | 0.29% | +16,468+29.0% | Added |
| Treasurer of the State of North Carolina | 76,267 | $4.69M | 0.02% | −2,110−2.7% | Reduced |
| Nisa Investment Advisors, LLC | 76,352 | $4.70M | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 77,963 | $4.80M | 0.00% | −62−0.1% | Reduced |
| EAM Investors, LLC | 78,741 | $4.85M | 0.72% | +78,741 | New |
| Amalgamated Bank | 79,010 | $4.86M | 0.04% | −7,958−9.2% | Reduced |
| Ibex Wealth Advisors | 45,048 | $4.91M | 1.58% | +45,048 | New |
| Intrepid Capital Management Inc | 81,491 | $5.02M | 2.78% | +630+0.8% | Added |
| Redwood Investment Management, LLC | 83,081 | $5.08M | 0.45% | −39,015−32.0% | Reduced |
| EAM Global Investors LLC | 84,195 | $5.18M | 1.05% | +84,195 | New |
| Cresset Asset Management, LLC | 84,594 | $5.21M | 0.02% | +5,990+7.6% | Added |
| Commerce Bank | 85,236 | $5.25M | 0.03% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 87,737 | $5.40M | 0.06% | −9,388−9.7% | Reduced |
| MetLife Investment Management | 89,510 | $5.51M | 0.03% | −5,511−5.8% | Reduced |
| Victory Capital Management Inc | 89,605 | $5.52M | 0.01% | +28,011+45.5% | Added |
| Man Group plc | 90,600 | $5.58M | 0.02% | −123,423−57.7% | Reduced |
| Ervin Investment Management, LLC | 94,194 | $5.80M | 3.72% | −955−1.0% | Reduced |