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 |
|---|---|---|---|---|---|
| Capital Fund Management S.A. | 385,967 | $15.9M | 0.14% | −2,075−0.5% | Reduced |
| Federated Hermes, Inc. | 386,860 | $16.0M | 0.03% | −581,691−60.1% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 398,000 | $16.4M | 0.14% | 00.0% | Unchanged |
| Invesco Ltd. | 399,260 | $16.5M | 0.00% | +49,302+14.1% | Added |
| UBS Asset Management Americas Inc | 403,741 | $16.7M | 0.00% | −7,434−1.8% | Reduced |
| Jump Financial, LLC | 405,100 | $16.7M | 0.25% | +245,900+154.5% | Added |
| Rhumbline Advisers | 431,126 | $17.8M | 0.02% | +6,791+1.6% | Added |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 433,558 | $17.9M | 0.01% | 00.0% | Unchanged |
| GoodHaven Capital Management, LLC | 444,837 | $18.4M | 6.41% | +2,350+0.5% | Added |
| Retirement Systems of Alabama | 474,787 | $19.6M | 0.07% | +4,657+1.0% | Added |
| Russell Investments Group, Ltd. | 482,273 | $19.9M | 0.02% | −18,692−3.7% | Reduced |
| Private Capital Management, LLC | 514,469 | $21.2M | 2.16% | +95,040+22.7% | Added |
| Hosking Partners LLP | 515,654 | $21.3M | 0.76% | +29,322+6.0% | Added |
| HRT Financial LP | 524,771 | $21.7M | 0.05% | +396,256+308.3% | Added |
| Balyasny Asset Management LLC | 528,584 | $21.8M | 0.04% | +101,219+23.7% | Added |
| Marshall Wace, LLP | 564,665 | $23.3M | 0.02% | −113,885−16.8% | Reduced |
| Mraz, Amerine & Associates, Inc. | 614,323 | $25.4M | 3.74% | +35,560+6.1% | Added |
| Man Group plc | 620,349 | $25.6M | 0.05% | +453,764+272.4% | Added |
| Perpetual Ltd | 627,141 | $25.9M | 0.40% | +627,141 | New |
| Deutsche Bank AG | 644,593 | $26.6M | 0.01% | −309,698−32.5% | Reduced |
| Check Capital Management Inc | 680,171 | $28.1M | 1.73% | +227,684+50.3% | Added |
| Citadel Advisors LLC | 690,855 | $28.5M | 0.02% | −777,518−53.0% | Reduced |
| Private Management Group Inc | 756,059 | $31.2M | 0.90% | +98,159+14.9% | Added |
| Bank of America Corp | 775,985 | $32.0M | 0.00% | −947,158−55.0% | Reduced |
| Moerus Capital Management LLC | 777,068 | $32.1M | 11.84% | +167,347+27.4% | Added |
| FMR LLC | 860,062 | $35.5M | 0.00% | −700,230−44.9% | Reduced |
| SEI Investments Co | 860,887 | $35.5M | 0.03% | −121,511−12.4% | Reduced |
| Jane Street Group, LLC | 868,272 | $35.8M | 0.04% | +818,472+1,643.5% | Added |
| UBS Group AG | 908,092 | $37.5M | 0.01% | −83,725−8.4% | Reduced |
| Squarepoint Ops LLC | 927,048 | $38.3M | 0.08% | +655,480+241.4% | Added |
| Qube Research & Technologies Ltd | 1,006,361 | $41.5M | 0.06% | +897,692+826.1% | Added |
| Vanguard Fiduciary Trust Co | 1,015,452 | $41.9M | 0.01% | +1,015,452 | New |
| Millennium Management LLC | 1,016,804 | $42.0M | 0.03% | +828,642+440.4% | Added |
| NewEdge Wealth, LLC | 1,017,831 | $42.0M | 0.50% | +93,216+10.1% | Added |
| Nuveen, LLC | 1,018,993 | $42.1M | 0.01% | +86,636+9.3% | Added |
| Jacobs Levy Equity Management, Inc | 1,024,695 | $42.3M | 0.18% | +7,841+0.8% | Added |
| Goldman Sachs Group Inc | 1,069,167 | $44.1M | 0.01% | −692,721−39.3% | Reduced |
| Assenagon Asset Management S.A. | 1,094,164 | $45.2M | 0.07% | +963,917+740.1% | Added |
| Beck Mack & Oliver LLC | 1,223,102 | $50.5M | 1.04% | −9,195−0.7% | Reduced |
| Charles Schwab Investment Management Inc | 1,230,029 | $50.8M | 0.01% | +56,469+4.8% | Added |
| Freestone Grove Partners LP | 1,309,996 | $54.1M | 0.39% | +350,708+36.6% | Added |
| Bank of New York Mellon Corp | 1,404,248 | $58.0M | 0.01% | −24,183−1.7% | Reduced |
| Northern Trust Corp | 1,452,078 | $59.9M | 0.01% | +34,906+2.5% | Added |
| Bamco Inc | 1,530,228 | $63.2M | 0.19% | +933,700+156.5% | Added |
| Barclays PLC | 1,740,025 | $71.8M | 0.03% | +305,807+21.3% | Added |
| JPMorgan Chase & Co | 1,905,751 | $75.5M | 0.01% | −54,076−2.8% | Reduced |
| First Pacific Advisors, LP | 2,586,501 | $106.7M | 1.50% | +6,218+0.2% | Added |
| D. E. Shaw & Co., Inc. | 2,617,295 | $108.0M | 0.09% | +1,510,225+136.4% | Added |
| Dimensional Fund Advisors LP | 2,666,097 | $110.0M | 0.02% | +58,585+2.2% | Added |
| Morgan Stanley | 2,813,224 | $116.1M | 0.01% | +288,555+11.4% | Added |
| Two Sigma Investments, LP | 2,825,053 | $116.6M | 0.10% | +2,593,516+1,120.1% | Added |
| Geode Capital Management, LLC | 3,046,972 | $125.8M | 0.01% | +104,418+3.5% | Added |
| Massachusetts Mutual Life Insurance Co | 4,654,362 | $192.1M | 8.86% | 00.0% | Unchanged |
| State Street Corp | 4,892,744 | $201.9M | 0.01% | +131,024+2.8% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 4,951,027 | $204.3M | 0.67% | +3,195,970+182.1% | Added |
| AQR Capital Management LLC | 5,282,691 | $215.7M | 0.10% | +1,870,390+54.8% | Added |
| Alliancebernstein L.P. | 3,791,527 | $235.0M | 0.08% | −1,785,207−32.0% | Reduced |
| Vanguard Capital Management LLC | 6,714,897 | $277.1M | 0.01% | +6,714,897 | New |
| Vanguard Portfolio Management LLC | 7,824,536 | $322.9M | 0.02% | +7,824,536 | New |
| Sumitomo Mitsui Financial Group, Inc. | 9,247,081 | $381.6M | 7.76% | 00.0% | Unchanged |
| BlackRock, Inc. | 17,555,715 | $724.5M | 0.01% | +1,204,043+7.4% | Added |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −3,972,352−100.0% | Sold out |
| Eminence Capital, LP | 0 | $0 | 0.00% | −3,812,615−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −984,103−100.0% | Sold out |
| Munro Partners | 0 | $0 | 0.00% | −975,795−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −255,400−100.0% | Sold out |
| VR Advisory Services Ltd | 0 | $0 | 0.00% | −108,747−100.0% | Sold out |
| Lansforsakringar Fondforvaltning AB (publ) | 0 | $0 | 0.00% | −88,175−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −62,809−100.0% | Sold out |
| SWP Investment Management LLC | 0 | $0 | 0.00% | −59,996−100.0% | Sold out |
| Dean Investment Associates, LLC | 0 | $0 | 0.00% | −55,962−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −50,787−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −44,529−100.0% | Sold out |
| Davidson Capital Management Inc. | 0 | $0 | 0.00% | −43,719−100.0% | Sold out |
| Longaeva Partners L.P. | 0 | $0 | 0.00% | −40,617−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −40,004−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −36,813−100.0% | Sold out |
| TB Alternative Assets Ltd. | 0 | $0 | 0.00% | −35,234−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −31,124−100.0% | Sold out |
| Altfest L J & Co Inc | 0 | $0 | 0.00% | −30,578−100.0% | Sold out |
| Brian Low Financial Group, LLC | 0 | $0 | 0.00% | −29,763−100.0% | Sold out |
| Dean Capital Management | 0 | $0 | 0.00% | −29,603−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −25,725−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −25,400−100.0% | Sold out |
| Tiaa Trust, National Association | 0 | $0 | 0.00% | −23,266−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −21,378−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −18,682−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −18,126−100.0% | Sold out |
| American Alpha Advisors, LLC | 0 | $0 | 0.00% | −17,500−100.0% | Sold out |
| Lansing Street Advisors | 0 | $0 | 0.00% | −15,723−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −15,006−100.0% | Sold out |
| Arena Capital Advisors, LLC- CA | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| King Luther Capital Management Corp | 0 | $0 | 0.00% | −14,365−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −13,349−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −13,098−100.0% | Sold out |
| Simmons Bank | 0 | $0 | 0.00% | −11,178−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −11,019−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −10,646−100.0% | Sold out |
| Krilogy Financial LLC | 0 | $0 | 0.00% | −10,464−100.0% | Sold out |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 0 | $0 | 0.00% | −10,607−100.0% | Sold out |