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 |
|---|---|---|---|---|---|
| HRT Financial LP | 146,959 | $9.04M | 0.04% | +100,069+213.4% | Added |
| Royal Bank of Canada | 144,523 | $8.90M | 0.00% | −19,687−12.0% | Reduced |
| ACR Alpine Capital Research, LLC | 143,348 | $8.82M | 0.26% | −96,848−40.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 143,113 | $8.81M | 0.02% | +1,150+0.8% | Added |
| ExodusPoint Capital Management, LP | 141,662 | $8.72M | 0.09% | +141,662 | New |
| Gabelli Funds LLC | 138,910 | $8.55M | 0.06% | −4,700−3.3% | Reduced |
| Manufacturers Life Insurance Company, The | 137,216 | $8.45M | 0.01% | −10,281−7.0% | Reduced |
| State of Wisconsin Investment Board | 136,311 | $8.39M | 0.02% | −756−0.6% | Reduced |
| Bank of Montreal | 132,788 | $8.11M | 0.00% | +110,922+507.3% | Added |
| Voya Investment Management LLC | 127,999 | $7.88M | 0.01% | −7,389−5.5% | Reduced |
| Envestnet Asset Management Inc | 126,970 | $7.81M | 0.00% | +14,507+12.9% | Added |
| Algert Global LLC | 124,882 | $7.69M | 0.21% | −21,583−14.7% | Reduced |
| Sequoia Financial Advisors, LLC | 120,007 | $7.39M | 0.08% | +112,666+1,534.8% | Added |
| Jane Street Group, LLC | 119,713 | $7.37M | 0.01% | +39,975+50.1% | Added |
| Poehling Capital Management, LLC | 118,208 | $7.28M | 1.86% | −2,009−1.7% | Reduced |
| Arnhold LLC | 116,177 | $7.15M | 0.69% | −2,500−2.1% | Reduced |
| Renaissance Technologies LLC | 115,689 | $7.12M | 0.01% | +53,800+86.9% | Added |
| Brandywine Global Investment Management, LLC | 109,462 | $7.10M | 0.05% | −2,962−2.6% | Reduced |
| Hudson Bay Capital Management LP | 114,914 | $7.07M | 0.05% | +114,914 | New |
| LPL Financial LLC | 114,470 | $7.05M | 0.00% | +7,966+7.5% | Added |
| Lee Danner & Bass Inc | 110,740 | $6.82M | 0.48% | −7,000−5.9% | Reduced |
| Cubist Systematic Strategies, LLC | 110,682 | $6.81M | 0.10% | +110,682 | New |
| KBC Group NV | 110,259 | $6.79M | 0.02% | +1,086+1.0% | Added |
| CI Private Wealth, LLC | 109,732 | $6.75M | 0.01% | +4,277+4.1% | Added |
| AQR Capital Management LLC | 109,731 | $6.71M | 0.01% | −80,312−42.3% | Reduced |
| Price T Rowe Associates Inc | 108,494 | $6.68M | 0.00% | +652+0.6% | Added |
| Lord, Abbett & Co. LLC | 104,868 | $6.46M | 0.02% | +104,868 | New |
| 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 |
| Quantinno Capital Management LP | 99,243 | $6.11M | 0.08% | +6,734+7.3% | Added |
| 1492 Capital Management LLC | 98,613 | $6.07M | 3.03% | −1,448−1.4% | Reduced |
| Canada Pension Plan Investment Board | 97,000 | $5.97M | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 95,737 | $5.89M | 0.01% | −26,600−21.7% | Reduced |
| Ervin Investment Management, LLC | 94,194 | $5.80M | 3.72% | −955−1.0% | Reduced |
| Man Group plc | 90,600 | $5.58M | 0.02% | −123,423−57.7% | Reduced |
| Victory Capital Management Inc | 89,605 | $5.52M | 0.01% | +28,011+45.5% | Added |
| MetLife Investment Management | 89,510 | $5.51M | 0.03% | −5,511−5.8% | Reduced |
| Mutual of America Capital Management LLC | 87,737 | $5.40M | 0.06% | −9,388−9.7% | Reduced |
| Commerce Bank | 85,236 | $5.25M | 0.03% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 84,594 | $5.21M | 0.02% | +5,990+7.6% | Added |
| EAM Global Investors LLC | 84,195 | $5.18M | 1.05% | +84,195 | New |
| Redwood Investment Management, LLC | 83,081 | $5.08M | 0.45% | −39,015−32.0% | Reduced |
| Intrepid Capital Management Inc | 81,491 | $5.02M | 2.78% | +630+0.8% | Added |
| Ibex Wealth Advisors | 45,048 | $4.91M | 1.58% | +45,048 | New |
| Amalgamated Bank | 79,010 | $4.86M | 0.04% | −7,958−9.2% | Reduced |
| EAM Investors, LLC | 78,741 | $4.85M | 0.72% | +78,741 | New |
| The PNC Financial Services Group, Inc. | 77,963 | $4.80M | 0.00% | −62−0.1% | Reduced |
| Nisa Investment Advisors, LLC | 76,352 | $4.70M | 0.03% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 76,267 | $4.69M | 0.02% | −2,110−2.7% | Reduced |
| Laurion Capital Management LP | 73,246 | $4.51M | 0.29% | +16,468+29.0% | Added |
| Comerica Bank | 73,027 | $4.49M | 0.02% | −12,561−14.7% | Reduced |
| Abn Amro Investment Solutions | 72,407 | $4.46M | 0.08% | −820−1.1% | Reduced |
| State of Tennessee, Treasury Department | 70,800 | $4.36M | 0.02% | +40,300+132.1% | Added |
| Tocqueville Asset Management L.P. | 69,450 | $4.27M | 0.07% | −7,600−9.9% | Reduced |
| Public Employees Retirement System of Ohio | 68,001 | $4.19M | 0.02% | −672−1.0% | Reduced |
| Yousif Capital Management, LLC | 62,714 | $3.86M | 0.04% | −11,710−15.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 60,225 | $3.71M | 0.03% | −1,480−2.4% | Reduced |
| Thrivent Financial for Lutherans | 57,945 | $3.57M | 0.01% | −48,202−45.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 57,775 | $3.56M | 0.17% | +5,750+11.1% | Added |
| CIBC Private Wealth Group, LLC | 57,614 | $3.55M | 0.01% | +314+0.5% | Added |
| Point72 Hong Kong Ltd | 56,839 | $3.50M | 0.25% | +56,839 | New |
| Weiss Asset Management LP | 56,256 | $3.46M | 0.09% | +56,256 | New |
| Gateway Investment Advisers LLC | 55,545 | $3.42M | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 54,844 | $3.38M | 0.01% | −27,809−33.6% | Reduced |
| First Wilshire Securities Management Inc | 54,663 | $3.37M | 0.95% | −14,951−21.5% | Reduced |
| Covenant Asset Management, LLC | 54,216 | $3.34M | 0.74% | +54,216 | New |
| Epacria Capital Partners, LLC | 54,181 | $3.33M | 2.27% | −53,300−49.6% | Reduced |
| Segall Bryant & Hamill, LLC | 54,064 | $3.33M | 0.05% | +54,064 | New |
| HWG Holdings LP | 53,506 | $3.29M | 1.13% | +53,506 | New |
| Handelsbanken Fonder AB | 53,403 | $3.29M | 0.01% | +14,200+36.2% | Added |
| Ensign Peak Advisors, Inc | 47,789 | $2.94M | 0.01% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 47,523 | $2.93M | 0.13% | −2,505−5.0% | Reduced |
| Arizona State Retirement System | 47,336 | $2.91M | 0.02% | −154−0.3% | Reduced |
| State of New Jersey Common Pension Fund D | 46,979 | $2.89M | 0.01% | +2,486+5.6% | Added |
| Commonwealth Equity Services, LLC | 46,826 | $2.88M | 0.00% | +4,112+9.6% | Added |
| M&T Bank Corp | 46,818 | $2.88M | 0.01% | −2,647−5.4% | Reduced |
| PGGM Investments | 45,911 | $2.83M | 0.04% | −27,482−37.4% | Reduced |
| Wittenberg Investment Management, Inc. | 45,437 | $2.80M | 0.91% | −9,728−17.6% | Reduced |
| Louisiana State Employees Retirement System | 45,000 | $2.77M | 0.05% | −3,000−6.3% | Reduced |
| Pacer Advisors, Inc. | 42,522 | $2.62M | 0.01% | +17,120+67.4% | Added |
| L & S Advisors Inc | 42,181 | $2.60M | 0.27% | +42,181 | New |
| Empowered Funds, LLC | 41,835 | $2.57M | 0.04% | −3,483−7.7% | Reduced |
| AlphaCore Capital LLC | 40,382 | $2.49M | 0.56% | −190−0.5% | Reduced |
| Brevan Howard Capital Management LP | 40,129 | $2.47M | 0.12% | +26,874+202.7% | Added |
| Safeguard Investment Advisory Group, LLC | 39,437 | $2.43M | 0.69% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 38,555 | $2.37M | 0.01% | +12,441+47.6% | Added |
| State of Michigan Retirement System | 38,516 | $2.37M | 0.01% | −2,300−5.6% | Reduced |
| Sanctuary Advisors, LLC | 29,491 | $2.32M | 0.01% | +5,065+20.7% | Added |
| New Mexico Educational Retirement Board | 37,000 | $2.28M | 0.08% | 00.0% | Unchanged |
| Verition Fund Management LLC | 36,950 | $2.27M | 0.02% | +31,090+530.5% | Added |
| HAP Trading, LLC | 36,553 | $2.25M | 1.14% | +36,553 | New |
| Northwestern Mutual Investment Management Company, LLC | 36,016 | $2.22M | 0.05% | −1,844−4.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 35,785 | $2.20M | 0.01% | −1,814−4.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 34,812 | $2.14M | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 34,477 | $2.13M | 0.00% | −495−1.4% | Reduced |
| Natixis Advisors, L.P. | 34,562 | $2.13M | 0.00% | +1,790+5.5% | Added |
| Wedge Capital Management L L P | 33,455 | $2.06M | 0.04% | −7,143−17.6% | Reduced |
| Ameritas Investment Partners, Inc. | 33,305 | $2.05M | 0.07% | −2,776−7.7% | Reduced |
| Oregon Public Employees Retirement Fund | 32,853 | $2.02M | 0.04% | −2,400−6.8% | Reduced |
| Teacher Retirement System of Texas | 32,660 | $2.01M | 0.01% | −11,653−26.3% | Reduced |