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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 134,297 | $10.5M | 0.01% | −2,919−2.1% | Reduced |
| Balyasny Asset Management LLC | 134,095 | $10.5M | 0.02% | −745,424−84.8% | Reduced |
| Susquehanna International Group, LLP | 133,207 | $10.4M | 0.02% | −132,174−49.8% | Reduced |
| Millennium Management LLC | 132,390 | $10.4M | 0.01% | −442,307−77.0% | Reduced |
| State of Wisconsin Investment Board | 127,466 | $9.99M | 0.03% | −8,845−6.5% | Reduced |
| Empowered Funds, LLC | 124,509 | $9.76M | 0.14% | +82,674+197.6% | Added |
| Boston Common Asset Management, LLC | 119,305 | $9.35M | 0.27% | −40,484−25.3% | Reduced |
| Poehling Capital Management, LLC | 116,548 | $9.14M | 2.25% | −1,660−1.4% | Reduced |
| Price T Rowe Associates Inc | 114,592 | $8.98M | 0.00% | +6,098+5.6% | Added |
| Lee Danner & Bass Inc | 110,236 | $8.64M | 0.68% | −504−0.5% | Reduced |
| KBC Group NV | 109,586 | $8.59M | 0.02% | −673−0.6% | Reduced |
| Squarepoint Ops LLC | 108,339 | $8.49M | 0.02% | −192,021−63.9% | Reduced |
| Quantinno Capital Management LP | 107,439 | $8.42M | 0.08% | +8,196+8.3% | Added |
| CI Private Wealth, LLC | 107,233 | $8.41M | 0.01% | −2,499−2.3% | Reduced |
| ACR Alpine Capital Research, LLC | 106,814 | $8.37M | 0.18% | −36,534−25.5% | Reduced |
| American Century Companies Inc | 103,787 | $8.14M | 0.00% | −163,169−61.1% | Reduced |
| National Bank of Canada | 102,186 | $8.02M | 0.01% | +87,437+592.8% | Added |
| Voya Investment Management LLC | 100,326 | $7.87M | 0.01% | −27,673−21.6% | 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 |
| Brandywine Global Investment Management, LLC | 99,946 | $7.84M | 0.06% | −9,516−8.7% | Reduced |
| 1492 Capital Management LLC | 97,285 | $7.63M | 3.63% | −1,328−1.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 97,244 | $7.62M | 0.01% | +97,244 | New |
| MetLife Investment Management | 97,050 | $7.61M | 0.04% | +7,540+8.4% | Added |
| New York State Common Retirement Fund | 91,737 | $7.19M | 0.01% | −4,000−4.2% | Reduced |
| Lord, Abbett & Co. LLC | 90,851 | $7.12M | 0.02% | −14,017−13.4% | Reduced |
| Mutual of America Capital Management LLC | 85,757 | $6.72M | 0.07% | −1,980−2.3% | Reduced |
| Commerce Bank | 85,226 | $6.68M | 0.04% | −100.0% | Reduced |
| Ervin Investment Management, LLC | 35,150 | $6.65M | 4.29% | −59,044−62.7% | Reduced |
| EAM Global Investors LLC | 84,248 | $6.61M | 1.19% | +53+0.1% | Added |
| Canada Pension Plan Investment Board | 80,000 | $6.27M | 0.01% | −17,000−17.5% | Reduced |
| Arnhold LLC | 79,820 | $6.26M | 0.62% | −36,357−31.3% | Reduced |
| Amalgamated Bank | 78,828 | $6.18M | 0.05% | −182−0.2% | Reduced |
| Edgestream Partners, L.P. | 78,642 | $6.17M | 0.26% | +31,119+65.5% | Added |
| Comerica Bank | 78,221 | $6.13M | 0.02% | +5,194+7.1% | Added |
| The PNC Financial Services Group, Inc. | 77,941 | $6.11M | 0.00% | −220.0% | Reduced |
| Treasurer of the State of North Carolina | 76,747 | $6.02M | 0.02% | +480+0.6% | Added |
| Nisa Investment Advisors, LLC | 75,852 | $5.95M | 0.02% | −500−0.7% | Reduced |
| Cinctive Capital Management LP | 70,230 | $5.51M | 0.30% | −151,634−68.3% | Reduced |
| Capital Fund Management S.A. | 69,228 | $5.43M | 0.05% | +54,017+355.1% | Added |
| State of Tennessee, Treasury Department | 68,857 | $5.40M | 0.02% | −1,943−2.7% | Reduced |
| Laurion Capital Management LP | 68,038 | $5.33M | 0.33% | −5,208−7.1% | Reduced |
| Tocqueville Asset Management L.P. | 67,974 | $5.33M | 0.08% | −1,476−2.1% | Reduced |
| Public Employees Retirement System of Ohio | 63,516 | $4.98M | 0.02% | −4,485−6.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 63,294 | $4.96M | 0.05% | +63,294 | New |
| Riggs Asset Managment Co. Inc. | 62,181 | $4.90M | 1.31% | +62,181 | New |
| Yousif Capital Management, LLC | 60,376 | $4.73M | 0.05% | −2,338−3.7% | Reduced |
| Advisor Group Holdings, Inc. | 61,649 | $4.73M | 0.01% | +6,805+12.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 60,068 | $4.71M | 0.21% | +2,293+4.0% | Added |
| CIBC Private Wealth Group, LLC | 57,851 | $4.64M | 0.01% | +237+0.4% | Added |
| Abn Amro Investment Solutions | 58,433 | $4.58M | 0.09% | −13,974−19.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 57,026 | $4.47M | 0.01% | +57,026 | New |
| Insight Wealth Strategies, LLC | 55,943 | $4.39M | 0.59% | +55,943 | New |
| Gateway Investment Advisers LLC | 55,801 | $4.37M | 0.05% | +256+0.5% | Added |
| Schonfeld Strategic Advisors LLC | 54,485 | $4.27M | 0.03% | +48,672+837.3% | Added |
| Cresset Asset Management, LLC | 54,227 | $4.25M | 0.02% | −30,367−35.9% | Reduced |
| First Wilshire Securities Management Inc | 53,838 | $4.22M | 1.15% | −825−1.5% | Reduced |
| Covenant Asset Management, LLC | 53,539 | $4.20M | 0.93% | −677−1.2% | Reduced |
| Fred Alger Management, LLC | 52,876 | $4.15M | 0.02% | +52,876 | New |
| Thrivent Financial for Lutherans | 52,310 | $4.10M | 0.01% | −5,635−9.7% | Reduced |
| Segall Bryant & Hamill, LLC | 52,064 | $4.08M | 0.06% | −2,000−3.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 50,535 | $3.96M | 0.03% | −9,690−16.1% | Reduced |
| EAM Investors, LLC | 49,735 | $3.90M | 0.55% | −29,006−36.8% | Reduced |
| PGGM Investments | 48,676 | $3.82M | 0.05% | +2,765+6.0% | Added |
| Ensign Peak Advisors, Inc | 47,789 | $3.75M | 0.01% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 46,979 | $3.68M | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 46,561 | $3.65M | 0.01% | −265−0.6% | Reduced |
| Pacer Advisors, Inc. | 45,350 | $3.56M | 0.01% | +2,828+6.7% | Added |
| Louisiana State Employees Retirement System | 45,100 | $3.54M | 0.07% | +100+0.2% | Added |
| Pinebridge Investments, L.P. | 44,959 | $3.52M | 0.03% | +13,449+42.7% | Added |
| Arizona State Retirement System | 44,730 | $3.51M | 0.02% | −2,606−5.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 44,468 | $3.49M | 0.11% | +44,468 | New |
| Handelsbanken Fonder AB | 43,003 | $3.37M | 0.01% | −10,400−19.5% | Reduced |
| Intrepid Capital Management Inc | 42,885 | $3.36M | 1.71% | −38,606−47.4% | Reduced |
| M&T Bank Corp | 41,708 | $3.27M | 0.01% | −5,110−10.9% | Reduced |
| L & S Advisors Inc | 41,433 | $3.25M | 0.36% | −748−1.8% | Reduced |
| Epacria Capital Partners, LLC | 40,881 | $3.21M | 2.71% | −13,300−24.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 40,667 | $3.19M | 0.01% | +5,855+16.8% | Added |
| AlphaCore Capital LLC | 40,153 | $3.15M | 0.68% | −229−0.6% | Reduced |
| Twin Tree Management, LP | 39,776 | $3.12M | 0.08% | +39,776 | New |
| Wittenberg Investment Management, Inc. | 39,770 | $3.12M | 1.22% | −5,667−12.5% | Reduced |
| Evelyn Partners Investment Management LLP | 39,768 | $3.12M | 0.10% | +39,768 | New |
| Safeguard Investment Advisory Group, LLC | 39,437 | $3.09M | 0.85% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 39,196 | $3.07M | 0.03% | +24,388+164.7% | Added |
| Orion Portfolio Solutions, LLC | 39,196 | $3.07M | 0.03% | +24,388+164.7% | Added |
| Kera Capital Partners, Inc. | 39,042 | $3.06M | 0.88% | +39,042 | New |
| State of Michigan Retirement System | 38,416 | $3.01M | 0.02% | −100−0.3% | Reduced |
| Rockefeller Capital Management L.P. | 38,338 | $3.01M | 0.01% | −217−0.6% | Reduced |
| D. E. Shaw & Co., Inc. | 36,579 | $2.87M | 0.00% | −221,332−85.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 36,081 | $2.83M | 0.06% | +65+0.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 35,854 | $2.81M | 0.02% | +69+0.2% | Added |
| LMR Partners LLP | 35,424 | $2.78M | 0.05% | +27,624+354.2% | Added |
| HWG Holdings LP | 35,333 | $2.77M | 0.91% | −18,173−34.0% | Reduced |
| TD Waterhouse Canada Inc. | 35,236 | $2.76M | 0.02% | +32,849+1,376.2% | Added |
| Natixis Advisors, L.P. | 34,933 | $2.74M | 0.01% | +371+1.1% | Added |
| Park Avenue Securities LLC | 34,088 | $2.67M | 0.03% | +9,582+39.1% | Added |
| New Mexico Educational Retirement Board | 33,119 | $2.60M | 0.09% | −3,881−10.5% | Reduced |
| Oregon Public Employees Retirement Fund | 33,087 | $2.59M | 0.05% | +234+0.7% | Added |
| Cetera Investment Advisers | 32,722 | $2.57M | 0.01% | +14,809+82.7% | Added |
| O'Shaughnessy Asset Management, LLC | 32,655 | $2.56M | 0.02% | +2,763+9.2% | Added |