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 |
|---|---|---|---|---|---|
| Treasurer of the State of North Carolina | 65,548 | $2.71M | 0.01% | +1,398+2.2% | Added |
| Group One Trading, L.P. | 65,921 | $2.72M | 0.09% | +65,921 | New |
| Janus Henderson Group PLC | 67,014 | $2.77M | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 68,037 | $2.81M | 0.00% | −2,800−4.0% | Reduced |
| Capital Counsel LLC | 68,723 | $2.84M | 0.12% | +68,723 | New |
| Tocqueville Asset Management L.P. | 68,885 | $2.84M | 0.04% | +19,030+38.2% | Added |
| Nisa Investment Advisors, LLC | 69,655 | $2.87M | 0.01% | −2,898−4.0% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 71,260 | $2.94M | 0.10% | +71,260 | New |
| The PNC Financial Services Group, Inc. | 71,409 | $2.95M | 0.00% | −2,752−3.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 72,287 | $2.98M | 0.00% | +72,287 | New |
| Amalgamated Bank | 74,885 | $3.09M | 0.02% | +1,505+2.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 78,141 | $3.22M | 0.01% | +11,270+16.9% | Added |
| CIBC Bancorp USA Inc. | 78,786 | $3.25M | 0.00% | +78,786 | New |
| Victory Capital Management Inc | 80,948 | $3.34M | 0.00% | −617,544−88.4% | Reduced |
| XTX Topco Ltd | 82,219 | $3.39M | 0.06% | +60,349+275.9% | Added |
| Worldquant Millennium Advisors LLC | 83,140 | $3.43M | 0.01% | +83,140 | New |
| Ci Investments Inc. | 85,677 | $3.54M | 0.02% | −535,234−86.2% | Reduced |
| ExodusPoint Capital Management, LP | 86,405 | $3.57M | 0.04% | −8,644−9.1% | Reduced |
| Commerce Bank | 87,853 | $3.63M | 0.02% | +2,603+3.1% | Added |
| Susquehanna Fundamental Investments, LLC | 88,060 | $3.63M | 0.14% | −2,286−2.5% | Reduced |
| Gsa Capital Partners LLP | 88,585 | $3.66M | 0.23% | +88,585 | New |
| Prudential Financial Inc | 89,403 | $3.69M | 0.00% | +12,676+16.5% | Added |
| BNP Paribas Arbitrage, SA | 89,650 | $3.70M | 0.00% | +54,597+155.8% | Added |
| Ervin Investment Management, LLC | 90,308 | $3.73M | 2.18% | +3,204+3.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 93,264 | $3.85M | 0.07% | +54,753+142.2% | Added |
| KBC Group NV | 95,294 | $3.93M | 0.01% | +349+0.4% | Added |
| Great West Life Assurance Co | 95,286 | $3.94M | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 96,091 | $3.97M | 0.00% | +21,458+28.8% | Added |
| Oak Thistle LLC | 96,252 | $3.97M | 0.39% | +96,252 | New |
| Wealth Enhancement Advisory Services, LLC | 115,526 | $3.98M | 0.01% | −32,368−21.9% | Reduced |
| Raymond James Financial Inc | 98,966 | $4.08M | 0.00% | +26,328+36.2% | Added |
| RBF Capital, LLC | 100,000 | $4.13M | 0.20% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 100,000 | $4.13M | 0.28% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 100,279 | $4.14M | 0.12% | +98,625+5,962.8% | Added |
| Boston Partners | 102,613 | $4.23M | 0.00% | −16,134−13.6% | Reduced |
| Public Sector Pension Investment Board | 104,399 | $4.31M | 0.01% | +104,399 | New |
| Credit Agricole S A | 105,000 | $4.33M | 0.01% | +60,000+133.3% | Added |
| IMC-Chicago, LLC | 107,363 | $4.43M | 0.07% | +68,024+172.9% | Added |
| 1492 Capital Management LLC | 107,773 | $4.45M | 1.69% | +12,802+13.5% | Added |
| Vanguard Global Advisers, LLC | 111,261 | $4.59M | 0.00% | +111,261 | New |
| CWM, LLC | 118,246 | $4.88M | 0.01% | +9,507+8.7% | Added |
| Manufacturers Life Insurance Company, The | 119,913 | $4.95M | 0.00% | −2,471−2.0% | Reduced |
| Vanguard Asset Management, Ltd | 120,292 | $4.96M | 0.00% | +120,292 | New |
| HSBC Holdings PLC | 120,326 | $4.97M | 0.00% | +108,242+895.7% | Added |
| Gabelli Funds LLC | 122,210 | $5.04M | 0.03% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 122,632 | $5.06M | 1.07% | −363−0.3% | Reduced |
| Walleye Capital LLC | 124,726 | $5.15M | 0.03% | +61,560+97.5% | Added |
| ACR Alpine Capital Research, LLC | 124,770 | $5.15M | 0.08% | +29,012+30.3% | Added |
| Entropy Technologies, LP | 124,782 | $5.15M | 0.24% | +97,664+360.1% | Added |
| LPL Financial LLC | 125,965 | $5.20M | 0.00% | −199,127−61.3% | Reduced |
| Franklin Resources Inc | 128,118 | $5.29M | 0.00% | +107+0.1% | Added |
| Wells Fargo & Company | 132,457 | $5.47M | 0.00% | −63,871−32.5% | Reduced |
| Intech Investment Management LLC | 132,943 | $5.49M | 0.05% | +680+0.5% | Added |
| Lafayette Investments, Inc. | 137,608 | $5.68M | 1.15% | +230.0% | Added |
| Creative Planning | 143,663 | $5.93M | 0.00% | +56,402+64.6% | Added |
| Waterfront Wealth Inc. | 146,608 | $6.05M | 1.11% | +452+0.3% | Added |
| Lee Danner & Bass Inc | 148,811 | $6.14M | 0.39% | +65,000+77.6% | Added |
| Chou Associates Management Inc.SuperinvestorChou Associates | 149,237 | $6.16M | 2.93% | +138,250+1,258.3% | Added |
| Price T Rowe Associates Inc | 149,378 | $6.17M | 0.00% | +15,001+11.2% | Added |
| State Board of Administration of Florida Retirement System | 155,157 | $6.40M | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 161,340 | $6.66M | 0.03% | +383+0.2% | Added |
| Oppenheimer & Co Inc | 161,541 | $6.67M | 0.08% | −44,889−21.7% | Reduced |
| Allianz Asset Management GmbH | 166,373 | $6.87M | 0.01% | +73,847+79.8% | Added |
| Engineers Gate Manager LP | 170,288 | $7.03M | 0.09% | +130,028+323.0% | Added |
| Sequoia Financial Advisors, LLC | 172,670 | $7.13M | 0.04% | −3,935−2.2% | Reduced |
| First Trust Advisors LP | 177,049 | $7.31M | 0.01% | −428,268−70.8% | Reduced |
| California State Teachers Retirement System | 179,421 | $7.40M | 0.01% | +32,750+22.3% | Added |
| New York State Teachers Retirement System | 182,140 | $7.52M | 0.02% | +8,827+5.1% | Added |
| First Manhattan Co | 189,896 | $7.84M | 0.02% | −3,743−1.9% | Reduced |
| Colony Group, LLC | 194,138 | $8.01M | 0.01% | +11,636+6.4% | Added |
| Merrion Investment Management Co, LLC | 198,695 | $8.20M | 4.41% | −1,000−0.5% | Reduced |
| Mariner, LLC | 201,223 | $8.30M | 0.01% | +52,259+35.1% | Added |
| Bank of Nova Scotia | 207,450 | $8.56M | 0.01% | +207,450 | New |
| Point72 Asset Management, L.P. | 208,501 | $8.60M | 0.01% | +208,501 | New |
| Ieq Capital, LLC | 210,419 | $8.68M | 0.04% | −5,343−2.5% | Reduced |
| State of Wisconsin Investment Board | 219,695 | $9.07M | 0.02% | +49,398+29.0% | Added |
| Mercer Global Advisors Inc | 220,252 | $9.09M | 0.01% | +34,461+18.5% | Added |
| Legal & General Group Plc | 233,651 | $9.64M | 0.00% | −24,707−9.6% | Reduced |
| Rock Point Advisors, LLC | 235,132 | $9.70M | 2.63% | +54,760+30.4% | Added |
| American Century Companies Inc | 235,322 | $9.71M | 0.00% | +80,272+51.8% | Added |
| Acadian Asset Management LLC | 236,283 | $9.74M | 0.01% | +97,551+70.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 247,895 | $10.2M | 0.02% | +174,673+238.6% | Added |
| Ensign Peak Advisors, Inc | 248,846 | $10.3M | 0.02% | −12,399−4.7% | Reduced |
| Algert Global LLC | 250,671 | $10.3M | 0.16% | +69,001+38.0% | Added |
| Quantinno Capital Management LP | 258,350 | $10.7M | 0.02% | −120,771−31.9% | Reduced |
| Prana Capital Management, LP | 258,581 | $10.7M | 0.33% | +165,410+177.5% | Added |
| California Public Employees Retirement System | 266,363 | $11.0M | 0.01% | −16,530−5.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 284,051 | $11.7M | 0.10% | +205,284+260.6% | Added |
| Gradient Investments LLC | 301,441 | $12.4M | 0.19% | +9,661+3.3% | Added |
| Swiss National Bank | 306,200 | $12.6M | 0.01% | +1,200+0.4% | Added |
| Tudor Investment Corp Et Al | 315,297 | $13.0M | 0.07% | +113,298+56.1% | Added |
| Captrust Financial Advisors | 318,842 | $13.2M | 0.02% | −29,491−8.5% | Reduced |
| Robotti Robert | 327,969 | $13.5M | 2.11% | −965−0.3% | Reduced |
| Cerity Partners LLC | 330,431 | $13.6M | 0.02% | +47,497+16.8% | Added |
| Susquehanna International Group, LLP | 339,166 | $14.0M | 0.02% | +339,166 | New |
| Loomis Sayles & Co L P | 340,985 | $14.1M | 0.02% | −8,798−2.5% | Reduced |
| Ameriprise Financial Inc | 348,277 | $14.4M | 0.00% | +12,810+3.8% | Added |
| Voloridge Investment Management, LLC | 363,424 | $15.0M | 0.06% | +363,424 | New |
| Valueworks LLC | 368,019 | $15.2M | 4.14% | +116,760+46.5% | Added |
| Principal Financial Group Inc | 369,710 | $15.3M | 0.01% | +6,360+1.8% | Added |