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 |
|---|---|---|---|---|---|
| Corebridge Financial, Inc. | 184,347 | $14.5M | 0.08% | −8,295−4.3% | Reduced |
| Citadel Advisors LLC | 191,857 | $15.0M | 0.01% | −1,067,378−84.8% | Reduced |
| Intech Investment Management LLC | 195,670 | $15.3M | 0.15% | +168,203+612.4% | Added |
| Rock Point Advisors, LLC | 207,052 | $16.2M | 4.73% | −7,634−3.6% | Reduced |
| New York State Teachers Retirement System | 209,289 | $16.4M | 0.03% | −4,700−2.2% | Reduced |
| Merrion Investment Management Co, LLC | 211,714 | $16.6M | 11.55% | −3,000−1.4% | Reduced |
| State Board of Administration of Florida Retirement System | 215,722 | $16.9M | 0.03% | −24,290−10.1% | Reduced |
| First Manhattan Co | 217,399 | $17.0M | 0.05% | −684−0.3% | Reduced |
| Cerity Partners LLC | 286,619 | $18.3M | 0.04% | −174,228−37.8% | Reduced |
| Kames Capital plc | 255,318 | $20.0M | 0.26% | −134,218−34.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 256,935 | $20.1M | 0.34% | +256,935 | New |
| UBS Group AG | 264,961 | $20.8M | 0.00% | +96,704+57.5% | Added |
| Envestnet Asset Management Inc | 267,007 | $20.9M | 0.01% | +140,037+110.3% | Added |
| Colony Group, LLC | 268,342 | $21.0M | 0.05% | +8,599+3.3% | Added |
| Franklin Resources Inc | 275,628 | $21.6M | 0.01% | −4,398−1.6% | Reduced |
| Oppenheimer & Co Inc | 278,078 | $21.8M | 0.33% | −21,219−7.1% | Reduced |
| Qube Research & Technologies Ltd | 278,333 | $21.8M | 0.04% | −413,663−59.8% | Reduced |
| Bamco Inc | 279,528 | $21.9M | 0.06% | 00.0% | Unchanged |
| Swiss National Bank | 303,200 | $23.8M | 0.02% | −17,700−5.5% | Reduced |
| Wells Fargo & Company | 320,455 | $25.1M | 0.01% | +42,821+15.4% | Added |
| California Public Employees Retirement System | 334,790 | $26.2M | 0.02% | −15,827−4.5% | Reduced |
| Russell Investments Group, Ltd. | 344,374 | $27.0M | 0.04% | −40,880−10.6% | Reduced |
| Ameriprise Financial Inc | 355,482 | $27.9M | 0.01% | −17,370−4.7% | Reduced |
| Allianz Asset Management GmbH | 365,906 | $28.7M | 0.04% | +104,602+40.0% | Added |
| LPL Financial LLC | 375,531 | $29.4M | 0.01% | +261,061+228.1% | Added |
| Robotti Robert | 407,844 | $32.0M | 5.61% | −1,672−0.4% | Reduced |
| Legal & General Group Plc | 413,807 | $32.4M | 0.01% | +54,672+15.2% | Added |
| SEI Investments Co | 423,033 | $33.2M | 0.04% | +27,228+6.9% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 425,000 | $33.3M | 0.48% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 432,200 | $33.9M | 0.08% | +151,400+53.9% | Added |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 433,558 | $34.0M | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 442,960 | $34.7M | 0.14% | −86,808−16.4% | Reduced |
| Loomis Sayles & Co L P | 446,447 | $35.0M | 0.04% | −56,605−11.3% | Reduced |
| Raymond James Financial Inc | 447,990 | $35.1M | 0.01% | +447,990 | New |
| GoodHaven Capital Management, LLC | 449,558 | $35.2M | 11.37% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 450,139 | $35.3M | 0.61% | +27,439+6.5% | Added |
| Norges Bank | 453,059 | $35.5M | 0.00% | −1,370,188−75.2% | Reduced |
| Voloridge Investment Management, LLC | 461,546 | $36.2M | 0.13% | −164,194−26.2% | Reduced |
| Rhumbline Advisers | 461,887 | $36.2M | 0.03% | −15,247−3.2% | Reduced |
| UBS Asset Management Americas Inc | 463,577 | $36.3M | 0.01% | +30,730+7.1% | Added |
| Janus Henderson Group PLC | 475,097 | $37.3M | 0.02% | −37,003−7.2% | Reduced |
| Retirement Systems of Alabama | 496,392 | $38.9M | 0.14% | +1950.0% | Added |
| Private Capital Management, LLC | 516,020 | $40.5M | 4.31% | −66,005−11.3% | Reduced |
| Mraz, Amerine & Associates, Inc. | 538,699 | $42.2M | 7.52% | −7,579−1.4% | Reduced |
| Neuberger Berman Group LLC | 543,878 | $42.6M | 0.03% | −5,664−1.0% | Reduced |
| Zurich Insurance Group Ltd | 547,160 | $42.9M | 0.35% | −118,536−17.8% | Reduced |
| First Trust Advisors LP | 586,351 | $46.0M | 0.04% | +225,873+62.7% | Added |
| Deutsche Bank AG | 604,102 | $47.4M | 0.02% | −86,160−12.5% | Reduced |
| Moerus Capital Management LLC | 640,204 | $50.2M | 18.32% | −343,084−34.9% | Reduced |
| Two Sigma Investments, LP | 655,655 | $51.4M | 0.12% | +57,964+9.7% | Added |
| Private Management Group Inc | 675,012 | $52.9M | 1.91% | −236,058−25.9% | Reduced |
| Hosking Partners LLP | 693,117 | $54.3M | 2.13% | −85,818−11.0% | Reduced |
| LSV Asset Management | 756,100 | $59.3M | 0.14% | −223,400−22.8% | Reduced |
| Fisher Asset Management, LLC | 778,763 | $61.1M | 0.02% | −2,114−0.3% | Reduced |
| Assenagon Asset Management S.A. | 802,366 | $62.9M | 0.11% | +490,389+157.2% | Added |
| Captrust Financial Advisors | 834,146 | $65.4M | 0.19% | +451+0.1% | Added |
| Charles Schwab Investment Management Inc | 1,151,171 | $90.3M | 0.02% | −19,406−1.7% | Reduced |
| Goldman Sachs Group Inc | 1,233,470 | $96.7M | 0.02% | +54,294+4.6% | Added |
| Miller Howard Investments Inc | 1,318,191 | $103.3M | 3.40% | −19,291−1.4% | Reduced |
| Beck Mack & Oliver LLC | 1,357,834 | $106.5M | 1.97% | −37,279−2.7% | Reduced |
| Artemis Investment Management LLP | 1,394,805 | $109.4M | 1.56% | +118,886+9.3% | Added |
| Nuveen Asset Management, LLC | 1,414,739 | $110.9M | 0.03% | −116,860−7.6% | Reduced |
| Northern Trust Corp | 1,582,075 | $124.0M | 0.02% | +232,237+17.2% | Added |
| Principal Financial Group Inc | 1,645,844 | $129.0M | 0.07% | +47,141+2.9% | Added |
| Arrowstreet Capital, Limited Partnership | 1,720,327 | $134.9M | 0.11% | −335,588−16.3% | Reduced |
| Bank of New York Mellon Corp | 1,727,982 | $135.5M | 0.03% | −212,360−10.9% | Reduced |
| Bank of America Corp | 1,805,897 | $141.6M | 0.01% | +1,037,785+135.1% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 2,048,009 | $160.6M | 0.55% | −382,816−15.7% | Reduced |
| Barclays PLC | 2,134,431 | $167.3M | 0.08% | +120,044+6.0% | Added |
| Morgan Stanley | 2,769,659 | $217.1M | 0.02% | +853,565+44.5% | Added |
| Geode Capital Management, LLC | 2,777,952 | $217.9M | 0.02% | −3,057−0.1% | Reduced |
| First Pacific Advisors, LP | 2,801,498 | $219.6M | 3.14% | −1,112,782−28.4% | Reduced |
| Dimensional Fund Advisors LP | 3,137,457 | $246.0M | 0.06% | −587,422−15.8% | Reduced |
| JPMorgan Chase & Co | 3,941,692 | $309.0M | 0.02% | +1,437,179+57.4% | Added |
| Massachusetts Mutual Life Insurance Co | 4,655,231 | $365.0M | 20.43% | +8690.0% | Added |
| State Street Corp | 5,085,198 | $398.7M | 0.02% | +109,907+2.2% | Added |
| Invesco Ltd. | 5,293,767 | $415.0M | 0.08% | +1,127,335+27.1% | Added |
| FMR LLC | 5,381,149 | $421.9M | 0.03% | +2,094,191+63.7% | Added |
| Alliancebernstein L.P. | 5,988,746 | $469.5M | 0.16% | +3,677,233+159.1% | Added |
| Allspring Global Investments Holdings, LLC | 6,165,589 | $487.2M | 0.78% | −345,092−5.3% | Reduced |
| Citigroup Inc | 7,994,877 | $626.8M | 0.60% | +6,387,621+397.4% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 9,247,081 | $725.0M | 9.66% | 00.0% | Unchanged |
| Vanguard Group Inc | 15,354,633 | $1.20B | 0.02% | +22,287+0.1% | Added |
| BlackRock, Inc. | 15,774,133 | $1.24B | 0.03% | +483,721+3.2% | Added |
| Donald Smith & Co., Inc. | 0 | $0 | 0.00% | −1,152,846−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −274,627−100.0% | Sold out |
| Wealth High Governance Capital Ltda | 0 | $0 | 0.00% | −180,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −141,662−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −115,689−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −110,682−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −56,839−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −56,256−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −40,129−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −36,553−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −29,488−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −27,121−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −24,854−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −24,001−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −23,139−100.0% | Sold out |