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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.

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Q3 2026 vs. Q2 2026

How the institutions holding Jefferies Financial Group Inc. changed between Q2 2026 and Q3 2026.

All holders in Q3 2026All holders in Q2 2026

13F holders of JEF: Q2 2026 compared with Q3 2026
MeasureQ2 2026Of which not filed for Q3 2026Q3 2026Change
Holders5905874+1
Shares137.3M137.3M1.51K+5 (+0.3%)
Value$6.83B$6.83B$69.4K−$5.75K (−7.7%)

587 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (1)

Institutions that held Jefferies Financial Group Inc. at the end of Q3 2026 but not at the end of Q2 2026.

Institutions new to JEF in Q3 2026
InstitutionSharesValue% of portfolio
GoalVest Advisory LLC17$7770.00%

Sold out (0)

Institutions that held Jefferies Financial Group Inc. at the end of Q2 2026 and filed for Q3 2026 without it.

None.

Not filed for Q3 2026 yet (587)

Institutions that held Jefferies Financial Group Inc. at the end of Q2 2026 and haven't filed a 13F for Q3 2026. Not filing isn't selling, so they aren't counted as sold out.

Showing the largest 100 of 587 by value.

Institutions holding JEF in Q2 2026 that haven't filed for Q3 2026
InstitutionShares, Q2 2026Value, Q2 2026
BlackRock, Inc.16,705,627$834.9M
AQR Capital Management LLC8,426,996$421.2M
Vanguard Portfolio Management LLC7,109,182$355.3M
Vanguard Capital Management LLC6,692,873$334.5M
Sumitomo Mitsui Financial Group, Inc.6,429,337$321.3M
State Street Corp4,964,406$248.1M
Massachusetts Mutual Life Insurance Co4,654,362$232.6M
Two Sigma Investments, LP3,205,077$160.2M
Geode Capital Management, LLC2,977,314$148.8M
Morgan Stanley2,898,045$144.8M
Dimensional Fund Advisors LP2,866,541$143.3M
D. E. Shaw & Co., Inc.2,788,432$139.4M
Alliancebernstein L.P.3,347,848$138.2M
First Pacific Advisors, LP2,704,265$135.2M
Norges Bank2,646,300$132.3M
Barrow Hanley Mewhinney & Strauss LLC2,545,859$127.2M
Bamco Inc2,141,744$107.0M
JPMorgan Chase & Co1,882,582$92.2M
Barclays PLC1,596,595$79.8M
Freestone Grove Partners LP1,591,384$79.5M
UBS Group AG1,562,599$78.1M
Northern Trust Corp1,459,968$73.0M
Bank of New York Mellon Corp1,339,953$67.0M
Nuveen, LLC1,298,376$64.9M
Goldman Sachs Group Inc1,265,262$63.2M
Charles Schwab Investment Management Inc1,232,031$61.6M
Beck Mack & Oliver LLC1,222,167$61.1M
Assenagon Asset Management S.A.1,027,771$51.4M
Vanguard Fiduciary Trust Co1,017,239$50.8M
Bank of America Corp1,012,791$50.6M
NewEdge Wealth, LLC998,413$49.9M
First Trust Advisors LP928,364$46.4M
Moerus Capital Management LLC910,370$45.5M
Balyasny Asset Management LLC820,771$41.0M
Jane Street Group, LLC779,872$39.0M
Private Management Group Inc752,918$37.6M
Squarepoint Ops LLC751,324$37.6M
Capital Fund Management S.A.688,560$34.4M
Check Capital Management Inc685,910$34.3M
Deutsche Bank AG660,454$33.0M
Man Group plc654,306$32.7M
Nykredit A/S629,669$31.5M
Mraz, Amerine & Associates, Inc.617,122$30.8M
Longaeva Partners L.P.519,676$26.0M
Hosking Partners LLP503,811$25.2M
SEI Investments Co491,082$24.5M
Citadel Advisors LLC474,843$23.7M
GoodHaven Capital Management, LLC445,942$22.3M
Retirement Systems of Alabama441,226$22.1M
HRT Financial LP437,568$21.9M
Berkshire Hathaway IncSuperinvestorBerkshire Hathaway433,558$21.7M
Rhumbline Advisers417,423$20.9M
CIBC Bancorp USA Inc.413,702$20.7M
Cerity Partners LLC413,335$20.7M
Millennium Management LLC406,773$20.3M
UBS Asset Management Americas Inc399,309$20.0M
Ensign Peak Advisors, Inc395,780$19.8M
Quantinno Capital Management LP390,494$19.5M
Fideuram Asset Management (Ireland) dac377,574$18.6M
Principal Financial Group Inc371,204$18.6M
Valueworks LLC369,053$18.4M
Invesco Ltd.365,769$18.3M
Trexquant Investment LP358,645$17.9M
Ameriprise Financial Inc354,024$17.7M
Mariner, LLC334,270$16.7M
Robotti Robert328,279$16.4M
Tudor Investment Corp Et Al312,268$15.6M
Gradient Investments LLC308,894$15.4M
Swiss National Bank307,700$15.4M
Ieq Capital, LLC305,363$15.3M
Captrust Financial Advisors302,201$15.1M
Algert Global LLC275,086$13.7M
Mercer Global Advisors Inc271,560$13.6M
Loomis Sayles & Co L P238,730$11.9M
Legal & General Group Plc236,891$11.8M
Amundi228,236$11.4M
State of Wisconsin Investment Board225,094$11.3M
Russell Investments Group, Ltd.225,085$11.2M
Colony Group, LLC218,333$10.9M
Azora Capital LP211,758$10.6M
First Manhattan Co197,183$9.86M
Susquehanna Fundamental Investments, LLC196,580$9.83M
Rock Point Advisors, LLC194,267$9.71M
California Public Employees Retirement System191,830$9.59M
Jacobs Levy Equity Management, Inc189,944$9.49M
Creative Planning189,341$9.46M
Sequoia Financial Advisors, LLC182,934$9.14M
New York State Teachers Retirement System181,565$9.07M
California State Teachers Retirement System177,805$8.89M
Acadian Asset Management LLC169,353$8.46M
Oppenheimer & Co Inc164,331$8.21M
Vestor Capital, LLC58,669$8.07M
Price T Rowe Associates Inc160,650$8.03M
Susquehanna International Group, LLP158,791$7.94M
State Board of Administration of Florida Retirement System152,197$7.61M
Waterfront Wealth Inc.145,554$7.58M
Vanguard Asset Management, Ltd150,512$7.52M
Chou Associates Management Inc.SuperinvestorChou Associates149,237$7.46M
Merrion Investment Management Co, LLC147,895$7.39M
ExodusPoint Capital Management, LP146,687$7.33M