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 |
|---|---|---|---|---|---|
| Private Management Group Inc | 911,070 | $56.1M | 1.97% | −236,785−20.6% | Reduced |
| LSV Asset Management | 979,500 | $60.3M | 0.13% | −1,800−0.2% | Reduced |
| Moerus Capital Management LLC | 983,288 | $60.5M | 22.22% | −86,936−8.1% | Reduced |
| Donald Smith & Co., Inc. | 1,152,846 | $71.0M | 1.67% | −1,341,813−53.8% | Reduced |
| Charles Schwab Investment Management Inc | 1,170,577 | $72.0M | 0.01% | −55,778−4.5% | Reduced |
| Goldman Sachs Group Inc | 1,179,176 | $72.6M | 0.01% | +418,152+54.9% | Added |
| Citadel Advisors LLC | 1,259,235 | $77.5M | 0.08% | +588,851+87.8% | Added |
| Artemis Investment Management LLP | 1,275,919 | $78.5M | 1.20% | +106,076+9.1% | Added |
| Miller Howard Investments Inc | 1,337,482 | $82.3M | 2.54% | −23,132−1.7% | Reduced |
| Northern Trust Corp | 1,349,838 | $83.1M | 0.01% | −98,474−6.8% | Reduced |
| Beck Mack & Oliver LLC | 1,395,113 | $85.9M | 1.67% | −82,653−5.6% | Reduced |
| Nuveen Asset Management, LLC | 1,531,599 | $94.3M | 0.03% | −109,686−6.7% | Reduced |
| Principal Financial Group Inc | 1,598,703 | $98.4M | 0.05% | −71,881−4.3% | Reduced |
| Citigroup Inc | 1,607,256 | $98.9M | 0.09% | −517,146−24.3% | Reduced |
| Norges Bank | 1,823,247 | $112.2M | 0.02% | −477,389−20.8% | Reduced |
| Morgan Stanley | 1,916,094 | $117.9M | 0.01% | +210,699+12.4% | Added |
| Bank of New York Mellon Corp | 1,940,342 | $119.4M | 0.02% | −228,567−10.5% | Reduced |
| Barclays PLC | 2,014,387 | $124.0M | 0.05% | +470,409+30.5% | Added |
| Arrowstreet Capital, Limited Partnership | 2,055,915 | $126.5M | 0.11% | +395,831+23.8% | Added |
| Alliancebernstein L.P. | 2,311,513 | $142.3M | 0.05% | −158,980−6.4% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 2,430,825 | $149.6M | 0.49% | −965,430−28.4% | Reduced |
| JPMorgan Chase & Co | 2,504,513 | $154.2M | 0.01% | +167,270+7.2% | Added |
| Geode Capital Management, LLC | 2,781,009 | $171.2M | 0.01% | −73,323−2.6% | Reduced |
| FMR LLC | 3,286,958 | $202.3M | 0.01% | +2,914,504+782.5% | Added |
| Dimensional Fund Advisors LP | 3,724,879 | $229.3M | 0.06% | −507,401−12.0% | Reduced |
| First Pacific Advisors, LP | 3,914,280 | $240.9M | 3.35% | −1,495,930−27.7% | Reduced |
| Invesco Ltd. | 4,166,432 | $256.4M | 0.05% | +2,160,195+107.7% | Added |
| Massachusetts Mutual Life Insurance Co | 4,654,362 | $286.5M | 16.71% | +4,654,362 | New |
| State Street Corp | 4,975,291 | $306.2M | 0.01% | −149,318−2.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 6,510,681 | $400.7M | 0.62% | −539,134−7.6% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 9,247,081 | $569.2M | 12.80% | +9,247,081 | New |
| BlackRock, Inc. | 15,290,412 | $941.1M | 0.02% | +15,290,412 | New |
| Vanguard Group Inc | 15,332,346 | $943.7M | 0.02% | −361,161−2.3% | Reduced |
| International Assets Investment Management, LLC | 268,909 | – | – | +268,840+389,623.2% | Added |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −1,947,192−100.0% | Sold out |
| Burgundy Asset Management Ltd. | 0 | $0 | 0.00% | −1,067,647−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −113,471−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −58,292−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −35,800−100.0% | Sold out |
| Investors Research Corp | 0 | $0 | 0.00% | −31,237−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −31,041−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −30,200−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −28,663−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −23,767−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −17,690−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −16,282−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −15,849−100.0% | Sold out |
| Black Swift Group, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −9,750−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −8,375−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −7,364−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −7,230−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −6,904−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −6,580−100.0% | Sold out |
| SMH Capital Advisors Inc | 0 | $0 | 0.00% | −6,404−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −6,286−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −5,238−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −4,632−100.0% | Sold out |
| BLB&B Advisors, LLC | 0 | $0 | 0.00% | −4,619−100.0% | Sold out |
| Essex Financial Services, Inc. | 0 | $0 | 0.00% | −4,063−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −4,504−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −4,410−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −4,077−100.0% | Sold out |
| Gordian Capital Singapore Pte Ltd | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Family Firm, Inc. | 0 | $0 | 0.00% | −1,626−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −1,365−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −960−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −414−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −268−100.0% | Sold out |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Karpas Strategies, LLC | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Ofi Invest Asset Management | – | – | – | – | Not filed |
| Buckingham Strategic Wealth, LLC | – | – | – | – | Not filed |
| Institutional & Family Asset Management, LLC | – | – | – | – | Not filed |