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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 29,892 | $1.94M | 0.02% | −2,013−6.3% | Reduced |
| Pinebridge Investments, L.P. | 31,510 | $1.94M | 0.01% | +31,510 | New |
| Intrinsic Value Partners, LLC | 31,363 | $1.93M | 1.93% | −175−0.6% | Reduced |
| HighTower Advisors, LLC | 31,411 | $1.93M | 0.00% | −1,981−5.9% | Reduced |
| US Bancorp | 30,649 | $1.89M | 0.00% | −7,220−19.1% | Reduced |
| Modera Wealth Management, LLC | 30,555 | $1.88M | 0.02% | −57,415−65.3% | Reduced |
| Radnor Capital Management, LLC | 30,210 | $1.86M | 0.28% | −80−0.3% | Reduced |
| Bridgewater Associates, LP | 29,488 | $1.81M | 0.01% | +2,762+10.3% | Added |
| Pathstone Holdings, LLC | 29,478 | $1.81M | 0.01% | −134−0.5% | Reduced |
| Utah Retirement Systems | 28,784 | $1.77M | 0.02% | −1,000−3.4% | Reduced |
| Illinois Municipal Retirement Fund | 28,781 | $1.77M | 0.03% | 00.0% | Unchanged |
| Creative Planning | 28,273 | $1.74M | 0.00% | +4,349+18.2% | Added |
| MBM Wealth Consultants, LLC | 28,177 | $1.73M | 0.55% | +1,333+5.0% | Added |
| Congress Wealth Management LLC | 28,124 | $1.73M | 0.02% | +8,012+39.8% | Added |
| AMG National Trust Bank | 28,114 | $1.73M | 0.05% | −8,512−23.2% | Reduced |
| Wellington Shields Capital Management, LLC | 28,000 | $1.72M | 0.30% | 00.0% | Unchanged |
| Lisanti Capital Growth, LLC | 27,920 | $1.72M | 0.44% | +27,920 | New |
| Intech Investment Management LLC | 27,467 | $1.69M | 0.02% | −32,840−54.5% | Reduced |
| Prana Capital Management, LP | 27,121 | $1.67M | 0.08% | +18,023+198.1% | Added |
| Centennial Bank | 25,735 | $1.58M | 0.73% | −263−1.0% | Reduced |
| Mackenzie Financial Corp | 25,241 | $1.55M | 0.00% | −6,378−20.2% | Reduced |
| 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 |
| Aster Capital Management (DIFC) Ltd | 24,854 | $1.53M | 0.33% | +24,854 | New |
| Parsons Capital Management Inc | 24,743 | $1.52M | 0.10% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 24,506 | $1.51M | 0.02% | −457−1.8% | Reduced |
| QRG Capital Management, Inc. | 24,490 | $1.51M | 0.02% | −1,846−7.0% | Reduced |
| Xponance, Inc. | 24,166 | $1.49M | 0.01% | −884−3.5% | Reduced |
| Moors & Cabot, Inc. | 24,100 | $1.48M | 0.07% | −3,150−11.6% | Reduced |
| Entropy Technologies, LP | 24,001 | $1.48M | 0.16% | +10,279+74.9% | Added |
| Centiva Capital, LP | 23,530 | $1.45M | 0.07% | +18,289+349.0% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 23,139 | $1.42M | 0.27% | +23,139 | New |
| Condor Capital Management | 23,077 | $1.42M | 0.13% | +23,077 | New |
| Storebrand Asset Management AS | 22,813 | $1.40M | 0.00% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 21,545 | $1.37M | 0.32% | +1,570+7.9% | Added |
| FJ Capital Management LLC | 21,841 | $1.34M | 0.14% | +21,841 | New |
| Gotham Asset Management, LLC | 21,750 | $1.34M | 0.01% | +447+2.1% | Added |
| Summit Financial, LLC | 21,603 | $1.33M | 0.05% | +45+0.2% | Added |
| Bard Financial Services, Inc. | 21,550 | $1.33M | 0.16% | −250−1.1% | Reduced |
| Caxton Associates LP | 21,243 | $1.31M | 0.06% | −35,188−62.4% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 20,954 | $1.29M | 0.09% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 20,681 | $1.27M | 0.00% | −2,069−9.1% | Reduced |
| Carmel Capital Partners, LLC | 19,474 | $1.20M | 0.46% | +8,074+70.8% | Added |
| Highland Capital Management, LLC | 19,096 | $1.18M | 0.07% | +19,096 | New |
| State of Alaska, Department of Revenue | 18,859 | $1.16M | 0.01% | +470+2.6% | Added |
| JustInvest LLC | 18,798 | $1.16M | 0.02% | +999+5.6% | Added |
| Evercore Wealth Management, LLC | 17,933 | $1.10M | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 17,913 | $1.10M | 0.00% | −71−0.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 17,850 | $1.10M | 0.03% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 17,731 | $1.09M | 0.00% | +3,877+28.0% | Added |
| Public Employees Retirement Association of Colorado | 17,153 | $1.06M | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 17,040 | $1.05M | 0.00% | −12−0.1% | Reduced |
| Equitable Trust Co | 16,920 | $1.04M | 0.07% | −3,710−18.0% | Reduced |
| Custom Index Systems, LLC | 16,841 | $1.04M | 0.56% | +7,021+71.5% | Added |
| Shelton Wealth Management, LLC | 15,860 | $976.2K | 0.55% | −1,858−10.5% | Reduced |
| Tower Research Capital LLC (TRC) | 15,651 | $963.3K | 0.03% | +5,749+58.1% | Added |
| KWMG, LLC | 15,567 | $958.2K | 0.10% | −1,074−6.5% | Reduced |
| King Luther Capital Management Corp | 15,414 | $948.7K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 15,230 | $937.4K | 1.45% | −3,899−20.4% | Reduced |
| Capital Fund Management S.A. | 15,211 | $936.2K | 0.01% | −27,376−64.3% | Reduced |
| Ancora Advisors, LLC | 15,100 | $929.4K | 0.02% | −75−0.5% | Reduced |
| Joel Isaacson & Co., LLC | 15,025 | $924.8K | 0.04% | 00.0% | Unchanged |
| Harbor Advisors LLC | 15,000 | $923.3K | 0.15% | 00.0% | Unchanged |
| Credit Agricole S A | 14,998 | $923.1K | 0.00% | +14,998 | New |
| Citadel Investment Advisory, Inc. | 14,885 | $916.0K | 0.48% | 00.0% | Unchanged |
| GWM Advisors LLC | 14,838 | $913.3K | 0.01% | +2,352+18.8% | Added |
| Fulton Bank, N.A. | 14,824 | $912.4K | 0.03% | +224+1.5% | Added |
| Brinker Capital Investments, LLC | 14,808 | $911.5K | 0.01% | −198−1.3% | Reduced |
| Orion Portfolio Solutions, LLC | 14,808 | $911.5K | 0.01% | −198−1.3% | Reduced |
| National Bank of Canada | 14,749 | $907.8K | 0.00% | −780−5.0% | Reduced |
| Lazard Asset Management LLC | 14,573 | $896.0K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 14,500 | $892.5K | 0.00% | −2,105−12.7% | Reduced |
| Silvercrest Asset Management Group LLC | 14,345 | $882.9K | 0.01% | 00.0% | Unchanged |
| nVerses Capital, LLC | 14,200 | $874.0K | 0.40% | +7,300+105.8% | Added |
| Federated Hermes, Inc. | 14,194 | $873.6K | 0.00% | −3,052−17.7% | Reduced |
| Raymond James Trust N.A. | 14,135 | $870.0K | 0.02% | −2,665−15.9% | Reduced |
| Catalyst Financial Partners LLC | 14,057 | $865.2K | 0.17% | +20.0% | Added |
| Point72 (DIFC) Ltd | 13,158 | $809.9K | 0.06% | +13,158 | New |
| Jefferies Financial Group Inc. | 13,043 | $802.8K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 12,881 | $792.8K | 0.00% | +10,881+544.1% | Added |
| XTX Topco Ltd | 12,811 | $788.5K | 0.06% | +3,929+44.2% | Added |
| Securian Asset Management, Inc | 12,623 | $776.9K | 0.02% | −906−6.7% | Reduced |
| Roberts Capital Advisors, LLC | 12,594 | $775.2K | 0.66% | 00.0% | Unchanged |
| Walleye Capital LLC | 12,571 | $773.7K | 0.01% | +10,342+464.0% | Added |
| Fox Run Management, L.L.C. | 12,027 | $740.3K | 0.16% | −477−3.8% | Reduced |
| Crossmark Global Holdings, Inc. | 11,841 | $729.0K | 0.01% | −674−5.4% | Reduced |
| Mariner, LLC | 11,786 | $725.0K | 0.00% | −2,636−18.3% | Reduced |
| Connable Office Inc | 11,200 | $689.4K | 0.07% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 11,090 | $683.6K | 0.01% | −87−0.8% | Reduced |
| Chou Associates Management Inc.SuperinvestorChou Associates | 10,987 | $676.3K | 0.43% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 10,986 | $676.2K | 0.03% | −2,280−17.2% | Reduced |
| Calamos Advisors LLC | 10,727 | $660.2K | 0.00% | +10,727 | New |
| PEAK6 Investments LLC | 10,693 | $658.2K | 0.03% | +10,693 | New |
| SG Americas Securities, LLC | 10,672 | $657.0K | 0.00% | −47,915−81.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 10,570 | $650.6K | 0.00% | +2,035+23.8% | Added |
| United Services Automobile Association | 10,493 | $645.8K | 0.02% | −2,726−20.6% | Reduced |
| Monetary Management Group Inc | 10,400 | $640.1K | 0.16% | +3,000+40.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,306 | $634.0K | 0.00% | +5,398+110.0% | Added |
| Maryland State Retirement & Pension System | 10,274 | $632.4K | 0.01% | −3,812−27.1% | Reduced |
| Stifel Financial Corp | 10,235 | $630.0K | 0.00% | −22,203−68.4% | Reduced |