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, Q4 2024
Institutional positions in Jefferies Financial Group Inc. as of Dec 31, 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
- 584
- +57 vs. Q3 2024
- Shares held
- 152.5M
- +7.47M (+5.1%) vs. Q3 2024
- Total value
- $12.0B
- +$3.04B (+34.1%) vs. Q3 2024
- New holders
- 107
- 168 more added
- Sold out
- 50
- 213 more reduced
7 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Jefferies Financial Group Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 15,774,133 | $1.24B | 0.03% | +483,721+3.2% | Added |
| Vanguard Group Inc | 15,354,633 | $1.20B | 0.02% | +22,287+0.1% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 9,247,081 | $725.0M | 9.66% | 00.0% | Unchanged |
| Citigroup Inc | 7,994,877 | $626.8M | 0.60% | +6,387,621+397.4% | Added |
| Allspring Global Investments Holdings, LLC | 6,165,589 | $487.2M | 0.78% | −345,092−5.3% | Reduced |
| Alliancebernstein L.P. | 5,988,746 | $469.5M | 0.16% | +3,677,233+159.1% | Added |
| FMR LLC | 5,381,149 | $421.9M | 0.03% | +2,094,191+63.7% | Added |
| Invesco Ltd. | 5,293,767 | $415.0M | 0.08% | +1,127,335+27.1% | Added |
| State Street Corp | 5,085,198 | $398.7M | 0.02% | +109,907+2.2% | Added |
| Massachusetts Mutual Life Insurance Co | 4,655,231 | $365.0M | 20.43% | +8690.0% | Added |
| JPMorgan Chase & Co | 3,941,692 | $309.0M | 0.02% | +1,437,179+57.4% | Added |
| Dimensional Fund Advisors LP | 3,137,457 | $246.0M | 0.06% | −587,422−15.8% | Reduced |
| First Pacific Advisors, LP | 2,801,498 | $219.6M | 3.14% | −1,112,782−28.4% | Reduced |
| Geode Capital Management, LLC | 2,777,952 | $217.9M | 0.02% | −3,057−0.1% | Reduced |
| Morgan Stanley | 2,769,659 | $217.1M | 0.02% | +853,565+44.5% | Added |
| Barclays PLC | 2,134,431 | $167.3M | 0.08% | +120,044+6.0% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 2,048,009 | $160.6M | 0.55% | −382,816−15.7% | Reduced |
| Bank of America Corp | 1,805,897 | $141.6M | 0.01% | +1,037,785+135.1% | Added |
| Bank of New York Mellon Corp | 1,727,982 | $135.5M | 0.03% | −212,360−10.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,720,327 | $134.9M | 0.11% | −335,588−16.3% | Reduced |
| Principal Financial Group Inc | 1,645,844 | $129.0M | 0.07% | +47,141+2.9% | Added |
| Northern Trust Corp | 1,582,075 | $124.0M | 0.02% | +232,237+17.2% | Added |
| Nuveen Asset Management, LLC | 1,414,739 | $110.9M | 0.03% | −116,860−7.6% | Reduced |
| Artemis Investment Management LLP | 1,394,805 | $109.4M | 1.56% | +118,886+9.3% | Added |
| Beck Mack & Oliver LLC | 1,357,834 | $106.5M | 1.97% | −37,279−2.7% | Reduced |
| Miller Howard Investments Inc | 1,318,191 | $103.3M | 3.40% | −19,291−1.4% | Reduced |
| Goldman Sachs Group Inc | 1,233,470 | $96.7M | 0.02% | +54,294+4.6% | Added |
| Charles Schwab Investment Management Inc | 1,151,171 | $90.3M | 0.02% | −19,406−1.7% | Reduced |
| Captrust Financial Advisors | 834,146 | $65.4M | 0.19% | +451+0.1% | Added |
| Assenagon Asset Management S.A. | 802,366 | $62.9M | 0.11% | +490,389+157.2% | Added |
| Fisher Asset Management, LLC | 778,763 | $61.1M | 0.02% | −2,114−0.3% | Reduced |
| LSV Asset Management | 756,100 | $59.3M | 0.14% | −223,400−22.8% | Reduced |
| Hosking Partners LLP | 693,117 | $54.3M | 2.13% | −85,818−11.0% | Reduced |
| Private Management Group Inc | 675,012 | $52.9M | 1.91% | −236,058−25.9% | Reduced |
| Two Sigma Investments, LP | 655,655 | $51.4M | 0.12% | +57,964+9.7% | Added |
| Moerus Capital Management LLC | 640,204 | $50.2M | 18.32% | −343,084−34.9% | Reduced |
| Deutsche Bank AG | 604,102 | $47.4M | 0.02% | −86,160−12.5% | Reduced |
| First Trust Advisors LP | 586,351 | $46.0M | 0.04% | +225,873+62.7% | Added |
| Zurich Insurance Group Ltd | 547,160 | $42.9M | 0.35% | −118,536−17.8% | Reduced |
| Neuberger Berman Group LLC | 543,878 | $42.6M | 0.03% | −5,664−1.0% | Reduced |
| Mraz, Amerine & Associates, Inc. | 538,699 | $42.2M | 7.52% | −7,579−1.4% | Reduced |
| Private Capital Management, LLC | 516,020 | $40.5M | 4.31% | −66,005−11.3% | Reduced |
| Retirement Systems of Alabama | 496,392 | $38.9M | 0.14% | +1950.0% | Added |
| Janus Henderson Group PLC | 475,097 | $37.3M | 0.02% | −37,003−7.2% | Reduced |
| UBS Asset Management Americas Inc | 463,577 | $36.3M | 0.01% | +30,730+7.1% | Added |
| Rhumbline Advisers | 461,887 | $36.2M | 0.03% | −15,247−3.2% | Reduced |
| Voloridge Investment Management, LLC | 461,546 | $36.2M | 0.13% | −164,194−26.2% | Reduced |
| Norges Bank | 453,059 | $35.5M | 0.00% | −1,370,188−75.2% | Reduced |
| NewEdge Wealth, LLC | 450,139 | $35.3M | 0.61% | +27,439+6.5% | Added |
| GoodHaven Capital Management, LLC | 449,558 | $35.2M | 11.37% | 00.0% | Unchanged |
| Raymond James Financial Inc | 447,990 | $35.1M | 0.01% | +447,990 | New |
| Loomis Sayles & Co L P | 446,447 | $35.0M | 0.04% | −56,605−11.3% | Reduced |
| STRS Ohio | 442,960 | $34.7M | 0.14% | −86,808−16.4% | Reduced |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 433,558 | $34.0M | 0.01% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 432,200 | $33.9M | 0.08% | +151,400+53.9% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 425,000 | $33.3M | 0.48% | 00.0% | Unchanged |
| SEI Investments Co | 423,033 | $33.2M | 0.04% | +27,228+6.9% | Added |
| Legal & General Group Plc | 413,807 | $32.4M | 0.01% | +54,672+15.2% | Added |
| Robotti Robert | 407,844 | $32.0M | 5.61% | −1,672−0.4% | Reduced |
| LPL Financial LLC | 375,531 | $29.4M | 0.01% | +261,061+228.1% | Added |
| Allianz Asset Management GmbH | 365,906 | $28.7M | 0.04% | +104,602+40.0% | Added |
| Ameriprise Financial Inc | 355,482 | $27.9M | 0.01% | −17,370−4.7% | Reduced |
| Russell Investments Group, Ltd. | 344,374 | $27.0M | 0.04% | −40,880−10.6% | Reduced |
| California Public Employees Retirement System | 334,790 | $26.2M | 0.02% | −15,827−4.5% | Reduced |
| Wells Fargo & Company | 320,455 | $25.1M | 0.01% | +42,821+15.4% | Added |
| Swiss National Bank | 303,200 | $23.8M | 0.02% | −17,700−5.5% | Reduced |
| Bamco Inc | 279,528 | $21.9M | 0.06% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 278,333 | $21.8M | 0.04% | −413,663−59.8% | Reduced |
| Oppenheimer & Co Inc | 278,078 | $21.8M | 0.33% | −21,219−7.1% | Reduced |
| Franklin Resources Inc | 275,628 | $21.6M | 0.01% | −4,398−1.6% | Reduced |
| Colony Group, LLC | 268,342 | $21.0M | 0.05% | +8,599+3.3% | Added |
| Envestnet Asset Management Inc | 267,007 | $20.9M | 0.01% | +140,037+110.3% | Added |
| UBS Group AG | 264,961 | $20.8M | 0.00% | +96,704+57.5% | Added |
| Susquehanna Fundamental Investments, LLC | 256,935 | $20.1M | 0.34% | +256,935 | New |
| Kames Capital plc | 255,318 | $20.0M | 0.26% | −134,218−34.5% | Reduced |
| Cerity Partners LLC | 286,619 | $18.3M | 0.04% | −174,228−37.8% | Reduced |
| First Manhattan Co | 217,399 | $17.0M | 0.05% | −684−0.3% | Reduced |
| State Board of Administration of Florida Retirement System | 215,722 | $16.9M | 0.03% | −24,290−10.1% | Reduced |
| Merrion Investment Management Co, LLC | 211,714 | $16.6M | 11.55% | −3,000−1.4% | Reduced |
| New York State Teachers Retirement System | 209,289 | $16.4M | 0.03% | −4,700−2.2% | Reduced |
| Rock Point Advisors, LLC | 207,052 | $16.2M | 4.73% | −7,634−3.6% | Reduced |
| Intech Investment Management LLC | 195,670 | $15.3M | 0.15% | +168,203+612.4% | Added |
| Citadel Advisors LLC | 191,857 | $15.0M | 0.01% | −1,067,378−84.8% | Reduced |
| Corebridge Financial, Inc. | 184,347 | $14.5M | 0.08% | −8,295−4.3% | Reduced |
| Trivest Advisors Ltd | 178,640 | $14.0M | 0.64% | +178,640 | New |
| Lafayette Investments, Inc. | 177,217 | $13.9M | 2.98% | −3,653−2.0% | Reduced |
| Jane Street Group, LLC | 174,952 | $13.7M | 0.02% | +55,239+46.1% | Added |
| Beacon Investment Advisory Services, Inc. | 172,151 | $13.5M | 0.59% | +8,706+5.3% | Added |
| Cambria Investment Management, L.P. | 159,444 | $12.5M | 0.76% | −119,868−42.9% | Reduced |
| Royal Bank of Canada | 158,342 | $12.4M | 0.00% | +13,819+9.6% | Added |
| Boston Partners | 150,710 | $11.8M | 0.01% | −14,957−9.0% | Reduced |
| Victory Capital Management Inc | 147,404 | $11.6M | 0.01% | +57,799+64.5% | Added |
| Waterfront Wealth Inc. | 146,655 | $11.5M | 2.80% | −2,546−1.7% | Reduced |
| California State Teachers Retirement System | 145,717 | $11.4M | 0.01% | −12,409−7.8% | Reduced |
| AQR Capital Management LLC | 145,295 | $11.4M | 0.01% | +35,564+32.4% | Added |
| Sequoia Financial Advisors, LLC | 143,871 | $11.3M | 0.11% | +23,864+19.9% | Added |
| Great West Life Assurance Co | 143,326 | $11.2M | 0.02% | −33,201−18.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 141,364 | $11.1M | 0.02% | −1,749−1.2% | Reduced |
| Acadian Asset Management LLC | 138,006 | $10.8M | 0.03% | +136,247+7,745.7% | Added |
| Gabelli Funds LLC | 135,710 | $10.6M | 0.08% | −3,200−2.3% | Reduced |