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 |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 95,737 | $5.89M | 0.01% | −26,600−21.7% | Reduced |
| Canada Pension Plan Investment Board | 97,000 | $5.97M | 0.01% | 00.0% | Unchanged |
| 1492 Capital Management LLC | 98,613 | $6.07M | 3.03% | −1,448−1.4% | Reduced |
| Quantinno Capital Management LP | 99,243 | $6.11M | 0.08% | +6,734+7.3% | Added |
| RBF Capital, LLC | 100,000 | $6.16M | 0.32% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 100,000 | $6.16M | 0.54% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 104,868 | $6.46M | 0.02% | +104,868 | New |
| Price T Rowe Associates Inc | 108,494 | $6.68M | 0.00% | +652+0.6% | Added |
| AQR Capital Management LLC | 109,731 | $6.71M | 0.01% | −80,312−42.3% | Reduced |
| CI Private Wealth, LLC | 109,732 | $6.75M | 0.01% | +4,277+4.1% | Added |
| KBC Group NV | 110,259 | $6.79M | 0.02% | +1,086+1.0% | Added |
| Cubist Systematic Strategies, LLC | 110,682 | $6.81M | 0.10% | +110,682 | New |
| Lee Danner & Bass Inc | 110,740 | $6.82M | 0.48% | −7,000−5.9% | Reduced |
| LPL Financial LLC | 114,470 | $7.05M | 0.00% | +7,966+7.5% | Added |
| Hudson Bay Capital Management LP | 114,914 | $7.07M | 0.05% | +114,914 | New |
| Brandywine Global Investment Management, LLC | 109,462 | $7.10M | 0.05% | −2,962−2.6% | Reduced |
| Renaissance Technologies LLC | 115,689 | $7.12M | 0.01% | +53,800+86.9% | Added |
| Arnhold LLC | 116,177 | $7.15M | 0.69% | −2,500−2.1% | Reduced |
| Poehling Capital Management, LLC | 118,208 | $7.28M | 1.86% | −2,009−1.7% | Reduced |
| Jane Street Group, LLC | 119,713 | $7.37M | 0.01% | +39,975+50.1% | Added |
| Sequoia Financial Advisors, LLC | 120,007 | $7.39M | 0.08% | +112,666+1,534.8% | Added |
| Algert Global LLC | 124,882 | $7.69M | 0.21% | −21,583−14.7% | Reduced |
| Envestnet Asset Management Inc | 126,970 | $7.81M | 0.00% | +14,507+12.9% | Added |
| Voya Investment Management LLC | 127,999 | $7.88M | 0.01% | −7,389−5.5% | Reduced |
| Bank of Montreal | 132,788 | $8.11M | 0.00% | +110,922+507.3% | Added |
| State of Wisconsin Investment Board | 136,311 | $8.39M | 0.02% | −756−0.6% | Reduced |
| Manufacturers Life Insurance Company, The | 137,216 | $8.45M | 0.01% | −10,281−7.0% | Reduced |
| Gabelli Funds LLC | 138,910 | $8.55M | 0.06% | −4,700−3.3% | Reduced |
| ExodusPoint Capital Management, LP | 141,662 | $8.72M | 0.09% | +141,662 | New |
| Wealth Enhancement Advisory Services, LLC | 143,113 | $8.81M | 0.02% | +1,150+0.8% | Added |
| ACR Alpine Capital Research, LLC | 143,348 | $8.82M | 0.26% | −96,848−40.3% | Reduced |
| Royal Bank of Canada | 144,523 | $8.90M | 0.00% | −19,687−12.0% | Reduced |
| HRT Financial LP | 146,959 | $9.04M | 0.04% | +100,069+213.4% | Added |
| Waterfront Wealth Inc. | 149,201 | $9.67M | 2.37% | −571−0.4% | Reduced |
| California State Teachers Retirement System | 158,126 | $9.73M | 0.01% | −10,120−6.0% | Reduced |
| Boston Common Asset Management, LLC | 159,789 | $9.84M | 0.26% | +236+0.1% | Added |
| Beacon Investment Advisory Services, Inc. | 163,445 | $10.1M | 0.42% | +3,518+2.2% | Added |
| Boston Partners | 165,667 | $10.2M | 0.01% | −57,031−25.6% | Reduced |
| UBS Group AG | 168,257 | $10.4M | 0.00% | +45,876+37.5% | Added |
| Great West Life Assurance Co | 176,527 | $10.9M | 0.02% | +8,377+5.0% | Added |
| Wealth High Governance Capital Ltda | 180,000 | $11.1M | 3.89% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 180,870 | $11.1M | 2.35% | −1,706−0.9% | Reduced |
| Corebridge Financial, Inc. | 192,642 | $11.9M | 0.06% | −22,625−10.5% | Reduced |
| New York State Teachers Retirement System | 213,989 | $13.2M | 0.03% | −15,428−6.7% | Reduced |
| Rock Point Advisors, LLC | 214,686 | $13.2M | 3.61% | −47,837−18.2% | Reduced |
| Merrion Investment Management Co, LLC | 214,714 | $13.2M | 8.72% | +400+0.2% | Added |
| First Manhattan Co | 218,083 | $13.4M | 0.04% | −87,327−28.6% | Reduced |
| Cinctive Capital Management LP | 221,864 | $13.7M | 0.78% | +160,510+261.6% | Added |
| State Board of Administration of Florida Retirement System | 240,012 | $14.8M | 0.03% | −8,760−3.5% | Reduced |
| D. E. Shaw & Co., Inc. | 257,911 | $15.9M | 0.02% | +92,356+55.8% | Added |
| Colony Group, LLC | 259,743 | $16.0M | 0.05% | −6,473−2.4% | Reduced |
| Allianz Asset Management GmbH | 261,304 | $16.1M | 0.02% | +178,974+217.4% | Added |
| Susquehanna International Group, LLP | 265,381 | $16.3M | 0.03% | +250,711+1,709.0% | Added |
| American Century Companies Inc | 266,956 | $16.4M | 0.01% | +45,560+20.6% | Added |
| Trexquant Investment LP | 274,627 | $16.9M | 0.21% | +18,767+7.3% | Added |
| Wells Fargo & Company | 277,634 | $17.1M | 0.00% | −13,310−4.6% | Reduced |
| Cambria Investment Management, L.P. | 279,312 | $17.2M | 1.03% | −4,423−1.6% | Reduced |
| Bamco Inc | 279,528 | $17.2M | 0.05% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 280,800 | $17.3M | 0.04% | −199,400−41.5% | Reduced |
| Raymond James & Associates | 293,716 | $18.1M | 0.01% | −3,564−1.2% | Reduced |
| Franklin Resources Inc | 280,026 | $18.2M | 0.01% | +195,902+232.9% | Added |
| Oppenheimer & Co Inc | 299,297 | $18.4M | 0.28% | +7,889+2.7% | Added |
| Squarepoint Ops LLC | 300,360 | $18.5M | 0.06% | +184,067+158.3% | Added |
| Guggenheim Capital LLC | 302,991 | $18.6M | 0.13% | −105,642−25.9% | Reduced |
| Assenagon Asset Management S.A. | 311,977 | $19.2M | 0.04% | +244,874+364.9% | Added |
| Swiss National Bank | 320,900 | $19.8M | 0.01% | −12,800−3.8% | Reduced |
| California Public Employees Retirement System | 350,617 | $21.6M | 0.02% | −4,754−1.3% | Reduced |
| Legal & General Group Plc | 359,135 | $22.1M | 0.01% | −8,996−2.4% | Reduced |
| First Trust Advisors LP | 360,478 | $22.2M | 0.02% | +266,817+284.9% | Added |
| Ameriprise Financial Inc | 372,852 | $22.9M | 0.01% | −83,569−18.3% | Reduced |
| Russell Investments Group, Ltd. | 385,254 | $23.7M | 0.03% | −20,110−5.0% | Reduced |
| Kames Capital plc | 389,536 | $24.0M | 0.33% | −67,087−14.7% | Reduced |
| SEI Investments Co | 395,805 | $24.4M | 0.03% | +18,069+4.8% | Added |
| Robotti Robert | 409,516 | $25.2M | 3.84% | −1,694−0.4% | Reduced |
| NewEdge Wealth, LLC | 422,700 | $26.0M | 0.47% | +11,489+2.8% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 425,000 | $26.2M | 0.42% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 432,847 | $26.6M | 0.01% | −52,199−10.8% | Reduced |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 433,558 | $26.7M | 0.01% | 00.0% | Unchanged |
| GoodHaven Capital Management, LLC | 449,558 | $27.7M | 9.18% | 00.0% | Unchanged |
| Cerity Partners LLC | 460,847 | $28.4M | 0.06% | +251,146+119.8% | Added |
| Rhumbline Advisers | 477,134 | $29.4M | 0.03% | −22,136−4.4% | Reduced |
| Retirement Systems of Alabama | 496,197 | $30.5M | 0.11% | −12,169−2.4% | Reduced |
| Loomis Sayles & Co L P | 503,052 | $31.0M | 0.04% | −91,205−15.3% | Reduced |
| Janus Henderson Group PLC | 512,100 | $31.5M | 0.02% | −84,151−14.1% | Reduced |
| STRS Ohio | 529,768 | $32.6M | 0.13% | −9,024−1.7% | Reduced |
| Mraz, Amerine & Associates, Inc. | 546,278 | $33.6M | 6.08% | −8,971−1.6% | Reduced |
| Neuberger Berman Group LLC | 549,542 | $33.8M | 0.03% | −194,732−26.2% | Reduced |
| Millennium Management LLC | 574,697 | $35.4M | 0.03% | −114,863−16.7% | Reduced |
| Private Capital Management, LLC | 582,025 | $35.8M | 3.92% | −189,100−24.5% | Reduced |
| Two Sigma Investments, LP | 597,691 | $36.8M | 0.08% | −26,258−4.2% | Reduced |
| Voloridge Investment Management, LLC | 625,740 | $38.5M | 0.14% | +253,718+68.2% | Added |
| Amundi | 641,981 | $40.9M | 0.02% | −466,865−42.1% | Reduced |
| Zurich Insurance Group Ltd | 665,696 | $41.0M | 0.35% | −538,480−44.7% | Reduced |
| Deutsche Bank AG | 690,262 | $42.5M | 0.02% | +567,910+464.2% | Added |
| Qube Research & Technologies Ltd | 691,996 | $42.6M | 0.08% | −119,286−14.7% | Reduced |
| Bank of America Corp | 768,112 | $47.3M | 0.00% | +70,575+10.1% | Added |
| Hosking Partners LLP | 778,935 | $47.9M | 1.85% | −36,737−4.5% | Reduced |
| Fisher Asset Management, LLC | 780,877 | $48.1M | 0.02% | +381,893+95.7% | Added |
| Captrust Financial Advisors | 833,695 | $51.3M | 0.15% | −734,016−46.8% | Reduced |
| Balyasny Asset Management LLC | 879,519 | $54.1M | 0.14% | +627,013+248.3% | Added |