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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 161,340 | $6.66M | 0.03% | +383+0.2% | Added |
| State Board of Administration of Florida Retirement System | 155,157 | $6.40M | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 149,378 | $6.17M | 0.00% | +15,001+11.2% | Added |
| Chou Associates Management Inc.SuperinvestorChou Associates | 149,237 | $6.16M | 2.93% | +138,250+1,258.3% | Added |
| Lee Danner & Bass Inc | 148,811 | $6.14M | 0.39% | +65,000+77.6% | Added |
| Waterfront Wealth Inc. | 146,608 | $6.05M | 1.11% | +452+0.3% | Added |
| Creative Planning | 143,663 | $5.93M | 0.00% | +56,402+64.6% | Added |
| Lafayette Investments, Inc. | 137,608 | $5.68M | 1.15% | +230.0% | Added |
| Intech Investment Management LLC | 132,943 | $5.49M | 0.05% | +680+0.5% | Added |
| Wells Fargo & Company | 132,457 | $5.47M | 0.00% | −63,871−32.5% | Reduced |
| Franklin Resources Inc | 128,118 | $5.29M | 0.00% | +107+0.1% | Added |
| LPL Financial LLC | 125,965 | $5.20M | 0.00% | −199,127−61.3% | Reduced |
| Entropy Technologies, LP | 124,782 | $5.15M | 0.24% | +97,664+360.1% | Added |
| ACR Alpine Capital Research, LLC | 124,770 | $5.15M | 0.08% | +29,012+30.3% | Added |
| Walleye Capital LLC | 124,726 | $5.15M | 0.03% | +61,560+97.5% | Added |
| Poehling Capital Management, LLC | 122,632 | $5.06M | 1.07% | −363−0.3% | Reduced |
| Gabelli Funds LLC | 122,210 | $5.04M | 0.03% | 00.0% | Unchanged |
| HSBC Holdings PLC | 120,326 | $4.97M | 0.00% | +108,242+895.7% | Added |
| Vanguard Asset Management, Ltd | 120,292 | $4.96M | 0.00% | +120,292 | New |
| Manufacturers Life Insurance Company, The | 119,913 | $4.95M | 0.00% | −2,471−2.0% | Reduced |
| CWM, LLC | 118,246 | $4.88M | 0.01% | +9,507+8.7% | Added |
| Vanguard Global Advisers, LLC | 111,261 | $4.59M | 0.00% | +111,261 | New |
| 1492 Capital Management LLC | 107,773 | $4.45M | 1.69% | +12,802+13.5% | Added |
| IMC-Chicago, LLC | 107,363 | $4.43M | 0.07% | +68,024+172.9% | Added |
| Credit Agricole S A | 105,000 | $4.33M | 0.01% | +60,000+133.3% | Added |
| Public Sector Pension Investment Board | 104,399 | $4.31M | 0.01% | +104,399 | New |
| Boston Partners | 102,613 | $4.23M | 0.00% | −16,134−13.6% | Reduced |
| Aquatic Capital Management LLC | 100,279 | $4.14M | 0.12% | +98,625+5,962.8% | 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 |
| Raymond James Financial Inc | 98,966 | $4.08M | 0.00% | +26,328+36.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 115,526 | $3.98M | 0.01% | −32,368−21.9% | Reduced |
| Oak Thistle LLC | 96,252 | $3.97M | 0.39% | +96,252 | New |
| Citigroup Inc | 96,091 | $3.97M | 0.00% | +21,458+28.8% | Added |
| Great West Life Assurance Co | 95,286 | $3.94M | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 95,294 | $3.93M | 0.01% | +349+0.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 93,264 | $3.85M | 0.07% | +54,753+142.2% | Added |
| Ervin Investment Management, LLC | 90,308 | $3.73M | 2.18% | +3,204+3.7% | Added |
| BNP Paribas Arbitrage, SA | 89,650 | $3.70M | 0.00% | +54,597+155.8% | Added |
| Prudential Financial Inc | 89,403 | $3.69M | 0.00% | +12,676+16.5% | Added |
| Gsa Capital Partners LLP | 88,585 | $3.66M | 0.23% | +88,585 | New |
| Susquehanna Fundamental Investments, LLC | 88,060 | $3.63M | 0.14% | −2,286−2.5% | Reduced |
| Commerce Bank | 87,853 | $3.63M | 0.02% | +2,603+3.1% | Added |
| ExodusPoint Capital Management, LP | 86,405 | $3.57M | 0.04% | −8,644−9.1% | Reduced |
| Ci Investments Inc. | 85,677 | $3.54M | 0.02% | −535,234−86.2% | Reduced |
| Worldquant Millennium Advisors LLC | 83,140 | $3.43M | 0.01% | +83,140 | New |
| XTX Topco Ltd | 82,219 | $3.39M | 0.06% | +60,349+275.9% | Added |
| Victory Capital Management Inc | 80,948 | $3.34M | 0.00% | −617,544−88.4% | Reduced |
| CIBC Bancorp USA Inc. | 78,786 | $3.25M | 0.00% | +78,786 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 78,141 | $3.22M | 0.01% | +11,270+16.9% | Added |
| Amalgamated Bank | 74,885 | $3.09M | 0.02% | +1,505+2.1% | Added |
| Arrowstreet Capital, Limited Partnership | 72,287 | $2.98M | 0.00% | +72,287 | New |
| The PNC Financial Services Group, Inc. | 71,409 | $2.95M | 0.00% | −2,752−3.7% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 71,260 | $2.94M | 0.10% | +71,260 | New |
| Nisa Investment Advisors, LLC | 69,655 | $2.87M | 0.01% | −2,898−4.0% | Reduced |
| Tocqueville Asset Management L.P. | 68,885 | $2.84M | 0.04% | +19,030+38.2% | Added |
| Capital Counsel LLC | 68,723 | $2.84M | 0.12% | +68,723 | New |
| New York State Common Retirement Fund | 68,037 | $2.81M | 0.00% | −2,800−4.0% | Reduced |
| Janus Henderson Group PLC | 67,014 | $2.77M | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 65,921 | $2.72M | 0.09% | +65,921 | New |
| Treasurer of the State of North Carolina | 65,548 | $2.71M | 0.01% | +1,398+2.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 65,103 | $2.69M | 0.02% | +649+1.0% | Added |
| Susquehanna Portfolio Strategies, LLC | 64,000 | $2.64M | 0.04% | −18,700−22.6% | Reduced |
| Mutual of America Capital Management LLC | 63,367 | $2.62M | 0.03% | −5,312−7.7% | Reduced |
| Cetera Investment Advisers | 63,088 | $2.60M | 0.00% | +10,528+20.0% | Added |
| Trexquant Investment LP | 62,647 | $2.59M | 0.02% | +20,984+50.4% | Added |
| Quadrature Capital Ltd | 62,418 | $2.58M | 0.03% | +62,418 | New |
| State of Tennessee, Treasury Department | 61,714 | $2.55M | 0.01% | 00.0% | Unchanged |
| Twinbeech Capital LP | 60,500 | $2.50M | 0.26% | +60,500 | New |
| Advisory Research Inc | 60,038 | $2.48M | 0.30% | +26,385+78.4% | Added |
| Royal Bank of Canada | 59,784 | $2.47M | 0.00% | −76,085−56.0% | Reduced |
| Canada Pension Plan Investment Board | 59,400 | $2.45M | 0.00% | +52,600+773.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 59,165 | $2.44M | 0.01% | +10,893+22.6% | Added |
| Thrivent Financial for Lutherans | 55,779 | $2.30M | 0.00% | +14,412+34.8% | Added |
| Fifth Third Bancorp | 53,115 | $2.19M | 0.00% | +50,529+1,953.9% | Added |
| First Wilshire Securities Management Inc | 52,828 | $2.18M | 0.49% | +655+1.3% | Added |
| State of New Jersey Common Pension Fund D | 52,322 | $2.16M | 0.01% | 00.0% | Unchanged |
| Capitolis Liquid Global Markets LLC | 51,800 | $2.14M | 0.01% | +51,800 | New |
| Teachers Retirement System of the State of Kentucky | 50,535 | $2.08M | 0.02% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 50,388 | $2.08M | 0.02% | −2,764−5.2% | Reduced |
| Baader Bank INC | 50,294 | $2.07M | 0.20% | +15,257+43.5% | Added |
| Federation des caisses Desjardins du Quebec | 50,046 | $2.07M | 0.01% | +36,266+263.2% | Added |
| Public Employees Retirement System of Ohio | 48,297 | $1.99M | 0.01% | +2,212+4.8% | Added |
| Voya Investment Management LLC | 48,267 | $1.99M | 0.00% | −9,725−16.8% | Reduced |
| Louisiana State Employees Retirement System | 47,900 | $1.98M | 0.03% | +2,200+4.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 47,808 | $1.97M | 0.00% | +19,718+70.2% | Added |
| Amundi | 47,683 | $1.97M | 0.00% | −61,161−56.2% | Reduced |
| Handelsbanken Fonder AB | 47,103 | $1.94M | 0.01% | 00.0% | Unchanged |
| Condor Capital Management | 46,625 | $1.92M | 0.16% | −46−0.1% | Reduced |
| Ameritas Investment Partners, Inc. | 46,617 | $1.92M | 0.06% | +218+0.5% | Added |
| Caisse de Depot Et Placement du Quebec | 45,370 | $1.87M | 0.00% | 00.0% | Unchanged |
| Axq Capital, LP | 44,985 | $1.86M | 0.24% | +44,985 | New |
| AlphaCore Capital LLC | 43,750 | $1.81M | 0.04% | +656+1.5% | Added |
| Wedge Capital Management L L P | 43,642 | $1.80M | 0.03% | +138+0.3% | Added |
| Havemeyer Place LP | 43,288 | $1.79M | 0.21% | +35,865+483.2% | Added |
| Caxton Associates LLP | 42,756 | $1.76M | 0.04% | +10,932+34.4% | Added |
| Arizona State Retirement System | 42,504 | $1.75M | 0.01% | −710−1.6% | Reduced |
| PEAK6 LLC | 42,477 | $1.75M | 0.05% | −127,252−75.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 41,430 | $1.71M | 0.01% | +134+0.3% | Added |
| State of Michigan Retirement System | 39,816 | $1.64M | 0.01% | +800+2.1% | Added |