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 |
|---|---|---|---|---|---|
| Orion Portfolio Solutions, LLC | 39,196 | $3.07M | 0.03% | +24,388+164.7% | Added |
| Safeguard Investment Advisory Group, LLC | 39,437 | $3.09M | 0.85% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 39,768 | $3.12M | 0.10% | +39,768 | New |
| Wittenberg Investment Management, Inc. | 39,770 | $3.12M | 1.22% | −5,667−12.5% | Reduced |
| Twin Tree Management, LP | 39,776 | $3.12M | 0.08% | +39,776 | New |
| AlphaCore Capital LLC | 40,153 | $3.15M | 0.68% | −229−0.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 40,667 | $3.19M | 0.01% | +5,855+16.8% | Added |
| Epacria Capital Partners, LLC | 40,881 | $3.21M | 2.71% | −13,300−24.5% | Reduced |
| L & S Advisors Inc | 41,433 | $3.25M | 0.36% | −748−1.8% | Reduced |
| M&T Bank Corp | 41,708 | $3.27M | 0.01% | −5,110−10.9% | Reduced |
| Intrepid Capital Management Inc | 42,885 | $3.36M | 1.71% | −38,606−47.4% | Reduced |
| Handelsbanken Fonder AB | 43,003 | $3.37M | 0.01% | −10,400−19.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 44,468 | $3.49M | 0.11% | +44,468 | New |
| Arizona State Retirement System | 44,730 | $3.51M | 0.02% | −2,606−5.5% | Reduced |
| Pinebridge Investments, L.P. | 44,959 | $3.52M | 0.03% | +13,449+42.7% | Added |
| Louisiana State Employees Retirement System | 45,100 | $3.54M | 0.07% | +100+0.2% | Added |
| Pacer Advisors, Inc. | 45,350 | $3.56M | 0.01% | +2,828+6.7% | Added |
| Commonwealth Equity Services, LLC | 46,561 | $3.65M | 0.01% | −265−0.6% | Reduced |
| State of New Jersey Common Pension Fund D | 46,979 | $3.68M | 0.01% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 47,789 | $3.75M | 0.01% | 00.0% | Unchanged |
| PGGM Investments | 48,676 | $3.82M | 0.05% | +2,765+6.0% | Added |
| EAM Investors, LLC | 49,735 | $3.90M | 0.55% | −29,006−36.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 50,535 | $3.96M | 0.03% | −9,690−16.1% | Reduced |
| Segall Bryant & Hamill, LLC | 52,064 | $4.08M | 0.06% | −2,000−3.7% | Reduced |
| Thrivent Financial for Lutherans | 52,310 | $4.10M | 0.01% | −5,635−9.7% | Reduced |
| Fred Alger Management, LLC | 52,876 | $4.15M | 0.02% | +52,876 | New |
| Covenant Asset Management, LLC | 53,539 | $4.20M | 0.93% | −677−1.2% | Reduced |
| First Wilshire Securities Management Inc | 53,838 | $4.22M | 1.15% | −825−1.5% | Reduced |
| Cresset Asset Management, LLC | 54,227 | $4.25M | 0.02% | −30,367−35.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 54,485 | $4.27M | 0.03% | +48,672+837.3% | Added |
| Gateway Investment Advisers LLC | 55,801 | $4.37M | 0.05% | +256+0.5% | Added |
| Insight Wealth Strategies, LLC | 55,943 | $4.39M | 0.59% | +55,943 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 57,026 | $4.47M | 0.01% | +57,026 | New |
| Abn Amro Investment Solutions | 58,433 | $4.58M | 0.09% | −13,974−19.3% | Reduced |
| CIBC Private Wealth Group, LLC | 57,851 | $4.64M | 0.01% | +237+0.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 60,068 | $4.71M | 0.21% | +2,293+4.0% | Added |
| Advisor Group Holdings, Inc. | 61,649 | $4.73M | 0.01% | +6,805+12.4% | Added |
| Yousif Capital Management, LLC | 60,376 | $4.73M | 0.05% | −2,338−3.7% | Reduced |
| Riggs Asset Managment Co. Inc. | 62,181 | $4.90M | 1.31% | +62,181 | New |
| Police & Firemen's Retirement System of New Jersey | 63,294 | $4.96M | 0.05% | +63,294 | New |
| Public Employees Retirement System of Ohio | 63,516 | $4.98M | 0.02% | −4,485−6.6% | Reduced |
| Tocqueville Asset Management L.P. | 67,974 | $5.33M | 0.08% | −1,476−2.1% | Reduced |
| Laurion Capital Management LP | 68,038 | $5.33M | 0.33% | −5,208−7.1% | Reduced |
| State of Tennessee, Treasury Department | 68,857 | $5.40M | 0.02% | −1,943−2.7% | Reduced |
| Capital Fund Management S.A. | 69,228 | $5.43M | 0.05% | +54,017+355.1% | Added |
| Cinctive Capital Management LP | 70,230 | $5.51M | 0.30% | −151,634−68.3% | Reduced |
| Nisa Investment Advisors, LLC | 75,852 | $5.95M | 0.02% | −500−0.7% | Reduced |
| Treasurer of the State of North Carolina | 76,747 | $6.02M | 0.02% | +480+0.6% | Added |
| The PNC Financial Services Group, Inc. | 77,941 | $6.11M | 0.00% | −220.0% | Reduced |
| Comerica Bank | 78,221 | $6.13M | 0.02% | +5,194+7.1% | Added |
| Edgestream Partners, L.P. | 78,642 | $6.17M | 0.26% | +31,119+65.5% | Added |
| Amalgamated Bank | 78,828 | $6.18M | 0.05% | −182−0.2% | Reduced |
| Arnhold LLC | 79,820 | $6.26M | 0.62% | −36,357−31.3% | Reduced |
| Canada Pension Plan Investment Board | 80,000 | $6.27M | 0.01% | −17,000−17.5% | Reduced |
| EAM Global Investors LLC | 84,248 | $6.61M | 1.19% | +53+0.1% | Added |
| Ervin Investment Management, LLC | 35,150 | $6.65M | 4.29% | −59,044−62.7% | Reduced |
| Commerce Bank | 85,226 | $6.68M | 0.04% | −100.0% | Reduced |
| Mutual of America Capital Management LLC | 85,757 | $6.72M | 0.07% | −1,980−2.3% | Reduced |
| Lord, Abbett & Co. LLC | 90,851 | $7.12M | 0.02% | −14,017−13.4% | Reduced |
| New York State Common Retirement Fund | 91,737 | $7.19M | 0.01% | −4,000−4.2% | Reduced |
| MetLife Investment Management | 97,050 | $7.61M | 0.04% | +7,540+8.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 97,244 | $7.62M | 0.01% | +97,244 | New |
| 1492 Capital Management LLC | 97,285 | $7.63M | 3.63% | −1,328−1.3% | Reduced |
| Brandywine Global Investment Management, LLC | 99,946 | $7.84M | 0.06% | −9,516−8.7% | Reduced |
| RBF Capital, LLC | 100,000 | $7.84M | 0.41% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 100,000 | $7.84M | 0.64% | 00.0% | Unchanged |
| Voya Investment Management LLC | 100,326 | $7.87M | 0.01% | −27,673−21.6% | Reduced |
| National Bank of Canada | 102,186 | $8.02M | 0.01% | +87,437+592.8% | Added |
| American Century Companies Inc | 103,787 | $8.14M | 0.00% | −163,169−61.1% | Reduced |
| ACR Alpine Capital Research, LLC | 106,814 | $8.37M | 0.18% | −36,534−25.5% | Reduced |
| CI Private Wealth, LLC | 107,233 | $8.41M | 0.01% | −2,499−2.3% | Reduced |
| Quantinno Capital Management LP | 107,439 | $8.42M | 0.08% | +8,196+8.3% | Added |
| Squarepoint Ops LLC | 108,339 | $8.49M | 0.02% | −192,021−63.9% | Reduced |
| KBC Group NV | 109,586 | $8.59M | 0.02% | −673−0.6% | Reduced |
| Lee Danner & Bass Inc | 110,236 | $8.64M | 0.68% | −504−0.5% | Reduced |
| Price T Rowe Associates Inc | 114,592 | $8.98M | 0.00% | +6,098+5.6% | Added |
| Poehling Capital Management, LLC | 116,548 | $9.14M | 2.25% | −1,660−1.4% | Reduced |
| Boston Common Asset Management, LLC | 119,305 | $9.35M | 0.27% | −40,484−25.3% | Reduced |
| Empowered Funds, LLC | 124,509 | $9.76M | 0.14% | +82,674+197.6% | Added |
| State of Wisconsin Investment Board | 127,466 | $9.99M | 0.03% | −8,845−6.5% | Reduced |
| Millennium Management LLC | 132,390 | $10.4M | 0.01% | −442,307−77.0% | Reduced |
| Susquehanna International Group, LLP | 133,207 | $10.4M | 0.02% | −132,174−49.8% | Reduced |
| Balyasny Asset Management LLC | 134,095 | $10.5M | 0.02% | −745,424−84.8% | Reduced |
| Manufacturers Life Insurance Company, The | 134,297 | $10.5M | 0.01% | −2,919−2.1% | Reduced |
| Gabelli Funds LLC | 135,710 | $10.6M | 0.08% | −3,200−2.3% | Reduced |
| Acadian Asset Management LLC | 138,006 | $10.8M | 0.03% | +136,247+7,745.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 141,364 | $11.1M | 0.02% | −1,749−1.2% | Reduced |
| Great West Life Assurance Co | 143,326 | $11.2M | 0.02% | −33,201−18.8% | Reduced |
| Sequoia Financial Advisors, LLC | 143,871 | $11.3M | 0.11% | +23,864+19.9% | Added |
| AQR Capital Management LLC | 145,295 | $11.4M | 0.01% | +35,564+32.4% | Added |
| California State Teachers Retirement System | 145,717 | $11.4M | 0.01% | −12,409−7.8% | Reduced |
| Waterfront Wealth Inc. | 146,655 | $11.5M | 2.80% | −2,546−1.7% | Reduced |
| Victory Capital Management Inc | 147,404 | $11.6M | 0.01% | +57,799+64.5% | Added |
| Boston Partners | 150,710 | $11.8M | 0.01% | −14,957−9.0% | Reduced |
| Royal Bank of Canada | 158,342 | $12.4M | 0.00% | +13,819+9.6% | Added |
| Cambria Investment Management, L.P. | 159,444 | $12.5M | 0.76% | −119,868−42.9% | Reduced |
| Beacon Investment Advisory Services, Inc. | 172,151 | $13.5M | 0.59% | +8,706+5.3% | Added |
| Jane Street Group, LLC | 174,952 | $13.7M | 0.02% | +55,239+46.1% | Added |
| Lafayette Investments, Inc. | 177,217 | $13.9M | 2.98% | −3,653−2.0% | Reduced |
| Trivest Advisors Ltd | 178,640 | $14.0M | 0.64% | +178,640 | New |