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, Q2 2026
Institutional positions in Jefferies Financial Group Inc. as of Jun 30, 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
- 590
- +33 vs. Q1 2026
- Shares held
- 137.3M
- −3.42M (−2.4%) vs. Q1 2026
- Total value
- $6.83B
- +$954.6M (+16.2%) vs. Q1 2026
- New holders
- 92
- 196 more added
- Sold out
- 59
- 202 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Jefferies Financial Group Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 16,705,627 | $834.9M | 0.01% | −850,088−4.8% | Reduced |
| AQR Capital Management LLC | 8,426,996 | $421.2M | 0.15% | +3,144,305+59.5% | Added |
| Vanguard Portfolio Management LLC | 7,109,182 | $355.3M | 0.02% | −715,354−9.1% | Reduced |
| Vanguard Capital Management LLC | 6,692,873 | $334.5M | 0.01% | −22,024−0.3% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 6,429,337 | $321.3M | 6.13% | −2,817,744−30.5% | Reduced |
| State Street Corp | 4,964,406 | $248.1M | 0.01% | +71,662+1.5% | Added |
| Massachusetts Mutual Life Insurance Co | 4,654,362 | $232.6M | 9.78% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 3,205,077 | $160.2M | 0.12% | +380,024+13.5% | Added |
| Geode Capital Management, LLC | 2,977,314 | $148.8M | 0.01% | −69,658−2.3% | Reduced |
| Morgan Stanley | 2,898,045 | $144.8M | 0.01% | +84,821+3.0% | Added |
| Dimensional Fund Advisors LP | 2,866,541 | $143.3M | 0.03% | +200,444+7.5% | Added |
| D. E. Shaw & Co., Inc. | 2,788,432 | $139.4M | 0.09% | +171,137+6.5% | Added |
| Alliancebernstein L.P. | 3,347,848 | $138.2M | 0.05% | −443,679−11.7% | Reduced |
| First Pacific Advisors, LP | 2,704,265 | $135.2M | 1.67% | +117,764+4.6% | Added |
| Norges Bank | 2,646,300 | $132.3M | 0.01% | +2,646,300 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 2,545,859 | $127.2M | 0.39% | −2,405,168−48.6% | Reduced |
| Bamco Inc | 2,141,744 | $107.0M | 0.16% | +611,516+40.0% | Added |
| JPMorgan Chase & Co | 1,882,582 | $92.2M | 0.01% | −23,169−1.2% | Reduced |
| Barclays PLC | 1,596,595 | $79.8M | 0.03% | −143,430−8.2% | Reduced |
| Freestone Grove Partners LP | 1,591,384 | $79.5M | 0.52% | +281,388+21.5% | Added |
| UBS Group AG | 1,562,599 | $78.1M | 0.01% | +654,507+72.1% | Added |
| Northern Trust Corp | 1,459,968 | $73.0M | 0.01% | +7,890+0.5% | Added |
| Bank of New York Mellon Corp | 1,339,953 | $67.0M | 0.01% | −64,295−4.6% | Reduced |
| Nuveen, LLC | 1,298,376 | $64.9M | 0.02% | +279,383+27.4% | Added |
| Goldman Sachs Group Inc | 1,265,262 | $63.2M | 0.01% | +196,095+18.3% | Added |
| Charles Schwab Investment Management Inc | 1,232,031 | $61.6M | 0.01% | +2,002+0.2% | Added |
| Beck Mack & Oliver LLC | 1,222,167 | $61.1M | 1.19% | −935−0.1% | Reduced |
| Assenagon Asset Management S.A. | 1,027,771 | $51.4M | 0.07% | −66,393−6.1% | Reduced |
| Vanguard Fiduciary Trust Co | 1,017,239 | $50.8M | 0.01% | +1,787+0.2% | Added |
| Bank of America Corp | 1,012,791 | $50.6M | 0.00% | +236,806+30.5% | Added |
| NewEdge Wealth, LLC | 998,413 | $49.9M | 0.50% | −19,418−1.9% | Reduced |
| First Trust Advisors LP | 928,364 | $46.4M | 0.03% | +751,315+424.4% | Added |
| Moerus Capital Management LLC | 910,370 | $45.5M | 20.28% | +133,302+17.2% | Added |
| Balyasny Asset Management LLC | 820,771 | $41.0M | 0.08% | +292,187+55.3% | Added |
| Jane Street Group, LLC | 779,872 | $39.0M | 0.02% | −88,400−10.2% | Reduced |
| Private Management Group Inc | 752,918 | $37.6M | 0.99% | −3,141−0.4% | Reduced |
| Squarepoint Ops LLC | 751,324 | $37.6M | 0.07% | −175,724−19.0% | Reduced |
| Capital Fund Management S.A. | 688,560 | $34.4M | 0.25% | +302,593+78.4% | Added |
| Check Capital Management Inc | 685,910 | $34.3M | 1.94% | +5,739+0.8% | Added |
| Deutsche Bank AG | 660,454 | $33.0M | 0.01% | +15,861+2.5% | Added |
| Man Group plc | 654,306 | $32.7M | 0.06% | +33,957+5.5% | Added |
| Nykredit A/S | 629,669 | $31.5M | 0.12% | +629,669 | New |
| Mraz, Amerine & Associates, Inc. | 617,122 | $30.8M | 4.42% | +2,799+0.5% | Added |
| Longaeva Partners L.P. | 519,676 | $26.0M | 0.75% | +519,676 | New |
| Hosking Partners LLP | 503,811 | $25.2M | 0.84% | −11,843−2.3% | Reduced |
| SEI Investments Co | 491,082 | $24.5M | 0.02% | −369,805−43.0% | Reduced |
| Citadel Advisors LLC | 474,843 | $23.7M | 0.01% | −216,012−31.3% | Reduced |
| GoodHaven Capital Management, LLC | 445,942 | $22.3M | 7.04% | +1,105+0.2% | Added |
| Retirement Systems of Alabama | 441,226 | $22.1M | 0.07% | −33,561−7.1% | Reduced |
| HRT Financial LP | 437,568 | $21.9M | 0.04% | −87,203−16.6% | Reduced |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 433,558 | $21.7M | 0.01% | 00.0% | Unchanged |
| Rhumbline Advisers | 417,423 | $20.9M | 0.02% | −13,703−3.2% | Reduced |
| CIBC Bancorp USA Inc. | 413,702 | $20.7M | 0.03% | +334,916+425.1% | Added |
| Cerity Partners LLC | 413,335 | $20.7M | 0.03% | +82,904+25.1% | Added |
| Millennium Management LLC | 406,773 | $20.3M | 0.01% | −610,031−60.0% | Reduced |
| UBS Asset Management Americas Inc | 399,309 | $20.0M | 0.00% | −4,432−1.1% | Reduced |
| Ensign Peak Advisors, Inc | 395,780 | $19.8M | 0.03% | +146,934+59.0% | Added |
| Quantinno Capital Management LP | 390,494 | $19.5M | 0.02% | +132,144+51.1% | Added |
| Fideuram Asset Management (Ireland) dac | 377,574 | $18.6M | 0.36% | +377,574 | New |
| Principal Financial Group Inc | 371,204 | $18.6M | 0.01% | +1,494+0.4% | Added |
| Valueworks LLC | 369,053 | $18.4M | 3.85% | +1,034+0.3% | Added |
| Invesco Ltd. | 365,769 | $18.3M | 0.00% | −33,491−8.4% | Reduced |
| Trexquant Investment LP | 358,645 | $17.9M | 0.11% | +295,998+472.5% | Added |
| Ameriprise Financial Inc | 354,024 | $17.7M | 0.00% | +5,747+1.7% | Added |
| Mariner, LLC | 334,270 | $16.7M | 0.02% | +133,047+66.1% | Added |
| Robotti Robert | 328,279 | $16.4M | 2.65% | +310+0.1% | Added |
| Tudor Investment Corp Et Al | 312,268 | $15.6M | 0.06% | −3,029−1.0% | Reduced |
| Gradient Investments LLC | 308,894 | $15.4M | 0.21% | +7,453+2.5% | Added |
| Swiss National Bank | 307,700 | $15.4M | 0.01% | +1,500+0.5% | Added |
| Ieq Capital, LLC | 305,363 | $15.3M | 0.07% | +94,944+45.1% | Added |
| Captrust Financial Advisors | 302,201 | $15.1M | 0.02% | −16,641−5.2% | Reduced |
| Algert Global LLC | 275,086 | $13.7M | 0.16% | +24,415+9.7% | Added |
| Mercer Global Advisors Inc | 271,560 | $13.6M | 0.02% | +51,308+23.3% | Added |
| Loomis Sayles & Co L P | 238,730 | $11.9M | 0.01% | −102,255−30.0% | Reduced |
| Legal & General Group Plc | 236,891 | $11.8M | 0.00% | +3,240+1.4% | Added |
| Amundi | 228,236 | $11.4M | 0.00% | +180,553+378.7% | Added |
| State of Wisconsin Investment Board | 225,094 | $11.3M | 0.02% | +5,399+2.5% | Added |
| Russell Investments Group, Ltd. | 225,085 | $11.2M | 0.01% | −257,188−53.3% | Reduced |
| Colony Group, LLC | 218,333 | $10.9M | 0.01% | +24,195+12.5% | Added |
| Azora Capital LP | 211,758 | $10.6M | 0.45% | +211,758 | New |
| First Manhattan Co | 197,183 | $9.86M | 0.03% | +7,287+3.8% | Added |
| Susquehanna Fundamental Investments, LLC | 196,580 | $9.83M | 0.18% | +108,520+123.2% | Added |
| Rock Point Advisors, LLC | 194,267 | $9.71M | 2.37% | −40,865−17.4% | Reduced |
| California Public Employees Retirement System | 191,830 | $9.59M | 0.01% | −74,533−28.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 189,944 | $9.49M | 0.03% | −834,751−81.5% | Reduced |
| Creative Planning | 189,341 | $9.46M | 0.01% | +45,678+31.8% | Added |
| Sequoia Financial Advisors, LLC | 182,934 | $9.14M | 0.05% | +10,264+5.9% | Added |
| New York State Teachers Retirement System | 181,565 | $9.07M | 0.02% | −575−0.3% | Reduced |
| California State Teachers Retirement System | 177,805 | $8.89M | 0.01% | −1,616−0.9% | Reduced |
| Acadian Asset Management LLC | 169,353 | $8.46M | 0.01% | −66,930−28.3% | Reduced |
| Oppenheimer & Co Inc | 164,331 | $8.21M | 0.09% | +2,790+1.7% | Added |
| Vestor Capital, LLC | 58,669 | $8.07M | 0.68% | +54,023+1,162.8% | Added |
| Price T Rowe Associates Inc | 160,650 | $8.03M | 0.00% | +11,272+7.5% | Added |
| Susquehanna International Group, LLP | 158,791 | $7.94M | 0.01% | −180,375−53.2% | Reduced |
| State Board of Administration of Florida Retirement System | 152,197 | $7.61M | 0.01% | −2,960−1.9% | Reduced |
| Waterfront Wealth Inc. | 145,554 | $7.58M | 1.17% | −1,054−0.7% | Reduced |
| Vanguard Asset Management, Ltd | 150,512 | $7.52M | 0.01% | +30,220+25.1% | Added |
| Chou Associates Management Inc.SuperinvestorChou Associates | 149,237 | $7.46M | 3.44% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 147,895 | $7.39M | 3.50% | −50,800−25.6% | Reduced |
| ExodusPoint Capital Management, LP | 146,687 | $7.33M | 0.07% | +60,282+69.8% | Added |