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, Q1 2026
Institutional positions in Jefferies Financial Group Inc. as of Mar 31, 2026. 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
- 561
- −27 vs. Q4 2025
- Shares held
- 140.9M
- +10.6M (+8.1%) vs. Q4 2025
- Total value
- $5.89B
- −$2.20B (−27.2%) vs. Q4 2025
- New holders
- 87
- 219 more added
- Sold out
- 114
- 167 more reduced
9 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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, Q1 2026
Shares, value and share of portfolio for each institution holding Jefferies Financial Group Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 17,555,715 | $724.5M | 0.01% | +1,204,043+7.4% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 9,247,081 | $381.6M | 7.76% | 00.0% | Unchanged |
| Vanguard Portfolio Management LLC | 7,824,536 | $322.9M | 0.02% | +7,824,536 | New |
| Vanguard Capital Management LLC | 6,714,897 | $277.1M | 0.01% | +6,714,897 | New |
| Alliancebernstein L.P. | 3,791,527 | $235.0M | 0.08% | −1,785,207−32.0% | Reduced |
| AQR Capital Management LLC | 5,282,691 | $215.7M | 0.10% | +1,870,390+54.8% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 4,951,027 | $204.3M | 0.67% | +3,195,970+182.1% | Added |
| State Street Corp | 4,892,744 | $201.9M | 0.01% | +131,024+2.8% | Added |
| Massachusetts Mutual Life Insurance Co | 4,654,362 | $192.1M | 8.86% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 3,046,972 | $125.8M | 0.01% | +104,418+3.5% | Added |
| Two Sigma Investments, LP | 2,825,053 | $116.6M | 0.10% | +2,593,516+1,120.1% | Added |
| Morgan Stanley | 2,813,224 | $116.1M | 0.01% | +288,555+11.4% | Added |
| Dimensional Fund Advisors LP | 2,666,097 | $110.0M | 0.02% | +58,585+2.2% | Added |
| D. E. Shaw & Co., Inc. | 2,617,295 | $108.0M | 0.09% | +1,510,225+136.4% | Added |
| First Pacific Advisors, LP | 2,586,501 | $106.7M | 1.50% | +6,218+0.2% | Added |
| JPMorgan Chase & Co | 1,905,751 | $75.5M | 0.01% | −54,076−2.8% | Reduced |
| Barclays PLC | 1,740,025 | $71.8M | 0.03% | +305,807+21.3% | Added |
| Bamco Inc | 1,530,228 | $63.2M | 0.19% | +933,700+156.5% | Added |
| Northern Trust Corp | 1,452,078 | $59.9M | 0.01% | +34,906+2.5% | Added |
| Bank of New York Mellon Corp | 1,404,248 | $58.0M | 0.01% | −24,183−1.7% | Reduced |
| Freestone Grove Partners LP | 1,309,996 | $54.1M | 0.39% | +350,708+36.6% | Added |
| Charles Schwab Investment Management Inc | 1,230,029 | $50.8M | 0.01% | +56,469+4.8% | Added |
| Beck Mack & Oliver LLC | 1,223,102 | $50.5M | 1.04% | −9,195−0.7% | Reduced |
| Assenagon Asset Management S.A. | 1,094,164 | $45.2M | 0.07% | +963,917+740.1% | Added |
| Goldman Sachs Group Inc | 1,069,167 | $44.1M | 0.01% | −692,721−39.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,024,695 | $42.3M | 0.18% | +7,841+0.8% | Added |
| Nuveen, LLC | 1,018,993 | $42.1M | 0.01% | +86,636+9.3% | Added |
| NewEdge Wealth, LLC | 1,017,831 | $42.0M | 0.50% | +93,216+10.1% | Added |
| Millennium Management LLC | 1,016,804 | $42.0M | 0.03% | +828,642+440.4% | Added |
| Vanguard Fiduciary Trust Co | 1,015,452 | $41.9M | 0.01% | +1,015,452 | New |
| Qube Research & Technologies Ltd | 1,006,361 | $41.5M | 0.06% | +897,692+826.1% | Added |
| Squarepoint Ops LLC | 927,048 | $38.3M | 0.08% | +655,480+241.4% | Added |
| UBS Group AG | 908,092 | $37.5M | 0.01% | −83,725−8.4% | Reduced |
| Jane Street Group, LLC | 868,272 | $35.8M | 0.04% | +818,472+1,643.5% | Added |
| SEI Investments Co | 860,887 | $35.5M | 0.03% | −121,511−12.4% | Reduced |
| FMR LLC | 860,062 | $35.5M | 0.00% | −700,230−44.9% | Reduced |
| Moerus Capital Management LLC | 777,068 | $32.1M | 11.84% | +167,347+27.4% | Added |
| Bank of America Corp | 775,985 | $32.0M | 0.00% | −947,158−55.0% | Reduced |
| Private Management Group Inc | 756,059 | $31.2M | 0.90% | +98,159+14.9% | Added |
| Citadel Advisors LLC | 690,855 | $28.5M | 0.02% | −777,518−53.0% | Reduced |
| Check Capital Management Inc | 680,171 | $28.1M | 1.73% | +227,684+50.3% | Added |
| Deutsche Bank AG | 644,593 | $26.6M | 0.01% | −309,698−32.5% | Reduced |
| Perpetual Ltd | 627,141 | $25.9M | 0.40% | +627,141 | New |
| Man Group plc | 620,349 | $25.6M | 0.05% | +453,764+272.4% | Added |
| Mraz, Amerine & Associates, Inc. | 614,323 | $25.4M | 3.74% | +35,560+6.1% | Added |
| Marshall Wace, LLP | 564,665 | $23.3M | 0.02% | −113,885−16.8% | Reduced |
| Balyasny Asset Management LLC | 528,584 | $21.8M | 0.04% | +101,219+23.7% | Added |
| HRT Financial LP | 524,771 | $21.7M | 0.05% | +396,256+308.3% | Added |
| Hosking Partners LLP | 515,654 | $21.3M | 0.76% | +29,322+6.0% | Added |
| Private Capital Management, LLC | 514,469 | $21.2M | 2.16% | +95,040+22.7% | Added |
| Russell Investments Group, Ltd. | 482,273 | $19.9M | 0.02% | −18,692−3.7% | Reduced |
| Retirement Systems of Alabama | 474,787 | $19.6M | 0.07% | +4,657+1.0% | Added |
| GoodHaven Capital Management, LLC | 444,837 | $18.4M | 6.41% | +2,350+0.5% | Added |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 433,558 | $17.9M | 0.01% | 00.0% | Unchanged |
| Rhumbline Advisers | 431,126 | $17.8M | 0.02% | +6,791+1.6% | Added |
| Jump Financial, LLC | 405,100 | $16.7M | 0.25% | +245,900+154.5% | Added |
| UBS Asset Management Americas Inc | 403,741 | $16.7M | 0.00% | −7,434−1.8% | Reduced |
| Invesco Ltd. | 399,260 | $16.5M | 0.00% | +49,302+14.1% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 398,000 | $16.4M | 0.14% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 386,860 | $16.0M | 0.03% | −581,691−60.1% | Reduced |
| Capital Fund Management S.A. | 385,967 | $15.9M | 0.14% | −2,075−0.5% | Reduced |
| Principal Financial Group Inc | 369,710 | $15.3M | 0.01% | +6,360+1.8% | Added |
| Valueworks LLC | 368,019 | $15.2M | 4.14% | +116,760+46.5% | Added |
| Voloridge Investment Management, LLC | 363,424 | $15.0M | 0.06% | +363,424 | New |
| Ameriprise Financial Inc | 348,277 | $14.4M | 0.00% | +12,810+3.8% | Added |
| Loomis Sayles & Co L P | 340,985 | $14.1M | 0.02% | −8,798−2.5% | Reduced |
| Susquehanna International Group, LLP | 339,166 | $14.0M | 0.02% | +339,166 | New |
| Cerity Partners LLC | 330,431 | $13.6M | 0.02% | +47,497+16.8% | Added |
| Robotti Robert | 327,969 | $13.5M | 2.11% | −965−0.3% | Reduced |
| Captrust Financial Advisors | 318,842 | $13.2M | 0.02% | −29,491−8.5% | Reduced |
| Tudor Investment Corp Et Al | 315,297 | $13.0M | 0.07% | +113,298+56.1% | Added |
| Swiss National Bank | 306,200 | $12.6M | 0.01% | +1,200+0.4% | Added |
| Gradient Investments LLC | 301,441 | $12.4M | 0.19% | +9,661+3.3% | Added |
| Schonfeld Strategic Advisors LLC | 284,051 | $11.7M | 0.10% | +205,284+260.6% | Added |
| California Public Employees Retirement System | 266,363 | $11.0M | 0.01% | −16,530−5.8% | Reduced |
| Prana Capital Management, LP | 258,581 | $10.7M | 0.33% | +165,410+177.5% | Added |
| Quantinno Capital Management LP | 258,350 | $10.7M | 0.02% | −120,771−31.9% | Reduced |
| Algert Global LLC | 250,671 | $10.3M | 0.16% | +69,001+38.0% | Added |
| Ensign Peak Advisors, Inc | 248,846 | $10.3M | 0.02% | −12,399−4.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 247,895 | $10.2M | 0.02% | +174,673+238.6% | Added |
| Acadian Asset Management LLC | 236,283 | $9.74M | 0.01% | +97,551+70.3% | Added |
| American Century Companies Inc | 235,322 | $9.71M | 0.00% | +80,272+51.8% | Added |
| Rock Point Advisors, LLC | 235,132 | $9.70M | 2.63% | +54,760+30.4% | Added |
| Legal & General Group Plc | 233,651 | $9.64M | 0.00% | −24,707−9.6% | Reduced |
| Mercer Global Advisors Inc | 220,252 | $9.09M | 0.01% | +34,461+18.5% | Added |
| State of Wisconsin Investment Board | 219,695 | $9.07M | 0.02% | +49,398+29.0% | Added |
| Ieq Capital, LLC | 210,419 | $8.68M | 0.04% | −5,343−2.5% | Reduced |
| Point72 Asset Management, L.P. | 208,501 | $8.60M | 0.01% | +208,501 | New |
| Bank of Nova Scotia | 207,450 | $8.56M | 0.01% | +207,450 | New |
| Mariner, LLC | 201,223 | $8.30M | 0.01% | +52,259+35.1% | Added |
| Merrion Investment Management Co, LLC | 198,695 | $8.20M | 4.41% | −1,000−0.5% | Reduced |
| Colony Group, LLC | 194,138 | $8.01M | 0.01% | +11,636+6.4% | Added |
| First Manhattan Co | 189,896 | $7.84M | 0.02% | −3,743−1.9% | Reduced |
| New York State Teachers Retirement System | 182,140 | $7.52M | 0.02% | +8,827+5.1% | Added |
| California State Teachers Retirement System | 179,421 | $7.40M | 0.01% | +32,750+22.3% | Added |
| First Trust Advisors LP | 177,049 | $7.31M | 0.01% | −428,268−70.8% | Reduced |
| Sequoia Financial Advisors, LLC | 172,670 | $7.13M | 0.04% | −3,935−2.2% | Reduced |
| Engineers Gate Manager LP | 170,288 | $7.03M | 0.09% | +130,028+323.0% | Added |
| Allianz Asset Management GmbH | 166,373 | $6.87M | 0.01% | +73,847+79.8% | Added |
| Oppenheimer & Co Inc | 161,541 | $6.67M | 0.08% | −44,889−21.7% | Reduced |