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 |
|---|---|---|---|---|---|
| JustInvest LLC | 20,125 | $830.6K | 0.01% | −2,326−10.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 20,168 | $832.3K | 0.00% | −7,030−25.8% | Reduced |
| New York Life Investment Management LLC | 20,270 | $836.5K | 0.01% | +5,476+37.0% | Added |
| NorthCrest Asset Manangement, LLC | 20,096 | $837.4K | 0.03% | −7,182−26.3% | Reduced |
| Elo Mutual Pension Insurance Co | 20,462 | $844.5K | 0.01% | +20,462 | New |
| Commonwealth Equity Services, LLC | 20,515 | $846.7K | 0.00% | −20,630−50.1% | Reduced |
| SG Americas Securities, LLC | 20,552 | $848.0K | 0.00% | −290,867−93.4% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 20,832 | $859.7K | 0.00% | +20,832 | New |
| Gotham Asset Management, LLC | 21,381 | $882.4K | 0.00% | −98−0.5% | Reduced |
| Brighton Jones LLC | 21,448 | $885.1K | 0.02% | +21,448 | New |
| Summit Financial, LLC | 21,515 | $887.9K | 0.01% | −596−2.7% | Reduced |
| Counterpoint Mutual Funds LLC | 21,734 | $897.0K | 0.13% | +21,734 | New |
| Neuberger Berman Group LLC | 21,829 | $900.9K | 0.00% | −4,970−18.5% | Reduced |
| NBC Securities, Inc. | 21,915 | $904.5K | 0.07% | −20.0% | Reduced |
| Park Avenue Securities LLC | 22,348 | $922.0K | 0.01% | −1,657−6.9% | Reduced |
| Integrated Wealth Concepts LLC | 22,389 | $924.0K | 0.01% | +13,541+153.0% | Added |
| Xponance, Inc. | 24,109 | $995.0K | 0.01% | +4,079+20.4% | Added |
| Mattson Financial Services, LLC | 24,225 | $999.8K | 0.24% | +75+0.3% | Added |
| Diversified Trust Co | 24,391 | $1.01M | 0.02% | +24,391 | New |
| Natixis | 24,753 | $1.02M | 0.00% | +24,753 | New |
| Cresset Asset Management, LLC | 24,929 | $1.03M | 0.00% | −40.0% | Reduced |
| Pictet Asset Management Holding SA | 24,959 | $1.03M | 0.00% | +2,314+10.2% | Added |
| Prescott Group Capital Management, L.L.C. | 25,000 | $1.03M | 0.10% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 24,918 | $1.04M | 0.00% | −3,124−11.1% | Reduced |
| Magnetar Financial LLC | 25,633 | $1.06M | 0.01% | +5,706+28.6% | Added |
| US Bancorp | 25,667 | $1.06M | 0.00% | −2,915−10.2% | Reduced |
| Modera Wealth Management, LLC | 25,685 | $1.06M | 0.01% | −592−2.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 25,315 | $1.06M | 0.02% | +19,787+357.9% | Added |
| Round Hill Asset Management | 25,908 | $1.07M | 0.70% | +25,908 | New |
| Numerai GP LLC | 26,047 | $1.07M | 0.11% | +26,047 | New |
| Quantbot Technologies LP | 26,477 | $1.09M | 0.04% | −20,004−43.0% | Reduced |
| Winton Group Ltd | 26,703 | $1.10M | 0.04% | +18,603+229.7% | Added |
| Buckingham Strategic Partners | 26,856 | $1.11M | 0.01% | +9,780+57.3% | Added |
| Advisor Group Holdings, Inc. | 27,274 | $1.13M | 0.00% | −22,125−44.8% | Reduced |
| Citadel Investment Advisory, Inc. | 18,480 | $1.15M | 0.55% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 19,971 | $1.15M | 0.01% | +19,971 | New |
| SummitTX Capital, L.P. | 28,767 | $1.19M | 0.04% | +28,767 | New |
| Endure Capital Management, LLC | 28,828 | $1.19M | 0.83% | +28,828 | New |
| Wellington Shields Capital Management, LLC | 28,900 | $1.19M | 0.18% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 29,064 | $1.20M | 0.02% | −4,000−12.1% | Reduced |
| Intrinsic Value Partners, LLC | 31,781 | $1.31M | 1.01% | +2,910+10.1% | Added |
| Virginia Retirement Systems Et Al | 31,850 | $1.31M | 0.01% | −5,900−15.6% | Reduced |
| Brevan Howard Capital Management LP | 32,329 | $1.33M | 0.01% | −53,179−62.2% | Reduced |
| MBM Wealth Consultants, LLC | 32,353 | $1.34M | 0.31% | +5,603+20.9% | Added |
| New Mexico Educational Retirement Board | 33,119 | $1.37M | 0.04% | 00.0% | Unchanged |
| Stifel Financial Corp | 33,328 | $1.38M | 0.00% | −25,825−43.7% | Reduced |
| Oregon Public Employees Retirement Fund | 33,891 | $1.40M | 0.02% | +1,104+3.4% | Added |
| KLP Kapitalforvaltning AS | 34,400 | $1.42M | 0.01% | +1,300+3.9% | Added |
| EntryPoint Capital, LLC | 35,411 | $1.46M | 0.43% | +21,770+159.6% | Added |
| Bridgewater Associates, LP | 35,848 | $1.48M | 0.01% | +12,000+50.3% | Added |
| Intrepid Capital Management Inc | 36,012 | $1.49M | 0.57% | 00.0% | Unchanged |
| Empowered Funds, LLC | 36,498 | $1.51M | 0.01% | +32,481+808.6% | Added |
| Moors & Cabot, Inc. | 36,550 | $1.51M | 0.06% | +6,150+20.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 37,044 | $1.53M | 0.02% | +122+0.3% | Added |
| Wittenberg Investment Management, Inc. | 37,074 | $1.53M | 0.57% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 37,892 | $1.56M | 0.00% | +37,892 | New |
| Alessandra Capital Management, LLC | 38,123 | $1.57M | 1.34% | −26,837−41.3% | Reduced |
| GWM Advisors LLC | 38,678 | $1.60M | 0.01% | +2,331+6.4% | Added |
| CI Private Wealth, LLC | 39,071 | $1.61M | 0.00% | −6,590−14.4% | Reduced |
| Safeguard Investment Advisory Group, LLC | 39,437 | $1.63M | 0.45% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 39,713 | $1.64M | 0.00% | +2,709+7.3% | Added |
| State of Michigan Retirement System | 39,816 | $1.64M | 0.01% | +800+2.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 41,430 | $1.71M | 0.01% | +134+0.3% | Added |
| PEAK6 LLC | 42,477 | $1.75M | 0.05% | −127,252−75.0% | Reduced |
| Arizona State Retirement System | 42,504 | $1.75M | 0.01% | −710−1.6% | Reduced |
| Caxton Associates LLP | 42,756 | $1.76M | 0.04% | +10,932+34.4% | Added |
| Havemeyer Place LP | 43,288 | $1.79M | 0.21% | +35,865+483.2% | Added |
| Wedge Capital Management L L P | 43,642 | $1.80M | 0.03% | +138+0.3% | Added |
| AlphaCore Capital LLC | 43,750 | $1.81M | 0.04% | +656+1.5% | Added |
| Axq Capital, LP | 44,985 | $1.86M | 0.24% | +44,985 | New |
| Caisse de Depot Et Placement du Quebec | 45,370 | $1.87M | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 46,617 | $1.92M | 0.06% | +218+0.5% | Added |
| Condor Capital Management | 46,625 | $1.92M | 0.16% | −46−0.1% | Reduced |
| Handelsbanken Fonder AB | 47,103 | $1.94M | 0.01% | 00.0% | Unchanged |
| Amundi | 47,683 | $1.97M | 0.00% | −61,161−56.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 47,808 | $1.97M | 0.00% | +19,718+70.2% | Added |
| Louisiana State Employees Retirement System | 47,900 | $1.98M | 0.03% | +2,200+4.8% | Added |
| Voya Investment Management LLC | 48,267 | $1.99M | 0.00% | −9,725−16.8% | Reduced |
| Public Employees Retirement System of Ohio | 48,297 | $1.99M | 0.01% | +2,212+4.8% | Added |
| Federation des caisses Desjardins du Quebec | 50,046 | $2.07M | 0.01% | +36,266+263.2% | Added |
| Baader Bank INC | 50,294 | $2.07M | 0.20% | +15,257+43.5% | Added |
| Yousif Capital Management, LLC | 50,388 | $2.08M | 0.02% | −2,764−5.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 50,535 | $2.08M | 0.02% | 00.0% | Unchanged |
| Capitolis Liquid Global Markets LLC | 51,800 | $2.14M | 0.01% | +51,800 | New |
| State of New Jersey Common Pension Fund D | 52,322 | $2.16M | 0.01% | 00.0% | Unchanged |
| First Wilshire Securities Management Inc | 52,828 | $2.18M | 0.49% | +655+1.3% | Added |
| Fifth Third Bancorp | 53,115 | $2.19M | 0.00% | +50,529+1,953.9% | Added |
| Thrivent Financial for Lutherans | 55,779 | $2.30M | 0.00% | +14,412+34.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 59,165 | $2.44M | 0.01% | +10,893+22.6% | Added |
| Canada Pension Plan Investment Board | 59,400 | $2.45M | 0.00% | +52,600+773.5% | Added |
| Royal Bank of Canada | 59,784 | $2.47M | 0.00% | −76,085−56.0% | Reduced |
| Advisory Research Inc | 60,038 | $2.48M | 0.30% | +26,385+78.4% | Added |
| Twinbeech Capital LP | 60,500 | $2.50M | 0.26% | +60,500 | New |
| State of Tennessee, Treasury Department | 61,714 | $2.55M | 0.01% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 62,418 | $2.58M | 0.03% | +62,418 | New |
| Trexquant Investment LP | 62,647 | $2.59M | 0.02% | +20,984+50.4% | Added |
| Cetera Investment Advisers | 63,088 | $2.60M | 0.00% | +10,528+20.0% | Added |
| Mutual of America Capital Management LLC | 63,367 | $2.62M | 0.03% | −5,312−7.7% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 64,000 | $2.64M | 0.04% | −18,700−22.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 65,103 | $2.69M | 0.02% | +649+1.0% | Added |