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 |
|---|---|---|---|---|---|
| Wittenberg Investment Management, Inc. | 36,874 | $1.84M | 0.63% | −200−0.5% | Reduced |
| Fox Run Management, L.L.C. | 37,099 | $1.85M | 0.31% | +37,099 | New |
| State of Michigan Retirement System | 38,216 | $1.91M | 0.01% | −1,600−4.0% | Reduced |
| Voleon Capital Management LP | 38,693 | $1.93M | 0.04% | +24,703+176.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 39,153 | $1.96M | 0.01% | −2,277−5.5% | Reduced |
| Safeguard Investment Advisory Group, LLC | 39,437 | $1.97M | 0.46% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 39,739 | $1.99M | 0.00% | +668+1.7% | Added |
| Polymer Capital Management (US) LLC | 39,943 | $2.00M | 0.30% | +26,187+190.4% | Added |
| Vanguard Investments Australia, Ltd. | 40,190 | $2.01M | 0.01% | +2,298+6.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 40,558 | $2.03M | 0.00% | −18,607−31.4% | Reduced |
| Ameritas Investment Partners, Inc. | 40,629 | $2.03M | 0.05% | −5,988−12.8% | Reduced |
| SRS Capital Advisors, Inc. | 40,700 | $2.03M | 0.01% | +37,408+1,136.3% | Added |
| Engineers Gate Manager LP | 42,286 | $2.11M | 0.03% | −128,002−75.2% | Reduced |
| Arizona State Retirement System | 42,307 | $2.11M | 0.01% | −197−0.5% | Reduced |
| Caxton Associates LLP | 42,386 | $2.12M | 0.04% | −370−0.9% | Reduced |
| Wedge Capital Management L L P | 42,761 | $2.14M | 0.04% | −881−2.0% | Reduced |
| Polar Asset Management Partners Inc. | 42,909 | $2.14M | 0.04% | +42,909 | New |
| Public Employees Retirement System of Ohio | 43,216 | $2.16M | 0.01% | −5,081−10.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 44,559 | $2.23M | 0.12% | +38,209+601.7% | Added |
| Credit Agricole S A | 45,000 | $2.25M | 0.01% | −60,000−57.1% | Reduced |
| Condor Capital Management | 46,366 | $2.32M | 0.17% | −259−0.6% | Reduced |
| Public Sector Pension Investment Board | 47,010 | $2.35M | 0.01% | −57,389−55.0% | Reduced |
| Yousif Capital Management, LLC | 47,265 | $2.36M | 0.03% | −3,123−6.2% | Reduced |
| Edgestream Partners, L.P. | 47,556 | $2.38M | 0.07% | +47,556 | New |
| Louisiana State Employees Retirement System | 47,900 | $2.39M | 0.04% | 00.0% | Unchanged |
| Raymond James Financial Inc | 48,207 | $2.41M | 0.00% | −50,759−51.3% | Reduced |
| Handelsbanken Fonder AB | 48,703 | $2.43M | 0.01% | +1,600+3.4% | Added |
| AlphaCore Capital LLC | 49,416 | $2.47M | 0.05% | +5,666+13.0% | Added |
| Fifth Third Bancorp | 49,857 | $2.49M | 0.00% | −3,258−6.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 50,535 | $2.53M | 0.02% | 00.0% | Unchanged |
| First Wilshire Securities Management Inc | 51,869 | $2.59M | 0.53% | −959−1.8% | Reduced |
| State of New Jersey Common Pension Fund D | 52,322 | $2.62M | 0.01% | 00.0% | Unchanged |
| PEAK6 LLC | 53,141 | $2.66M | 0.06% | +10,664+25.1% | Added |
| Gateway Investment Advisers LLC | 54,210 | $2.71M | 0.03% | +43,525+407.3% | Added |
| Intech Investment Management LLC | 54,223 | $2.71M | 0.02% | −78,720−59.2% | Reduced |
| Thrivent Financial for Lutherans | 54,841 | $2.74M | 0.00% | −938−1.7% | Reduced |
| Advisory Research Inc | 58,168 | $2.91M | 0.29% | −1,870−3.1% | Reduced |
| HSBC Holdings PLC | 58,278 | $2.93M | 0.00% | −62,048−51.6% | Reduced |
| Capital Counsel LLC | 58,723 | $2.93M | 0.11% | −10,000−14.6% | Reduced |
| Royal Bank of Canada | 59,672 | $2.98M | 0.00% | −112−0.2% | Reduced |
| Inspire Advisors, LLC | 59,637 | $3.00M | 0.21% | +59,637 | New |
| Mutual of America Capital Management LLC | 60,596 | $3.03M | 0.03% | −2,771−4.4% | Reduced |
| State of Tennessee, Treasury Department | 60,623 | $3.03M | 0.01% | −1,091−1.8% | Reduced |
| New York State Common Retirement Fund | 60,796 | $3.04M | 0.00% | −7,241−10.6% | Reduced |
| Cetera Investment Advisers | 61,741 | $3.09M | 0.00% | −1,347−2.1% | Reduced |
| Treasurer of the State of North Carolina | 64,568 | $3.23M | 0.01% | −980−1.5% | Reduced |
| Nisa Investment Advisors, LLC | 65,209 | $3.26M | 0.01% | −4,446−6.4% | Reduced |
| Tocqueville Asset Management L.P. | 66,635 | $3.33M | 0.04% | −2,250−3.3% | Reduced |
| Voya Investment Management LLC | 66,881 | $3.34M | 0.00% | +18,614+38.6% | Added |
| Jupiter Topco LLC | 67,014 | $3.35M | 0.00% | +67,014 | New |
| Police & Firemen's Retirement System of New Jersey | 68,429 | $3.42M | 0.03% | +3,326+5.1% | Added |
| GWM Advisors LLC | 68,577 | $3.43M | 0.01% | +29,899+77.3% | Added |
| Bank of Nova Scotia | 70,203 | $3.51M | 0.01% | −137,247−66.2% | Reduced |
| KBC Group NV | 71,212 | $3.56M | 0.01% | −24,082−25.3% | Reduced |
| Amalgamated Bank | 71,849 | $3.59M | 0.02% | −3,036−4.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 72,820 | $3.64M | 0.01% | −175,075−70.6% | Reduced |
| The PNC Financial Services Group, Inc. | 73,215 | $3.66M | 0.00% | +1,806+2.5% | Added |
| MetLife Investment Management | 81,700 | $4.08M | 0.02% | −79,640−49.4% | Reduced |
| Worldquant Millennium Advisors LLC | 82,460 | $4.12M | 0.01% | −680−0.8% | Reduced |
| Ci Investments Inc. | 85,927 | $4.29M | 0.01% | +250+0.3% | Added |
| Commerce Bank | 87,675 | $4.38M | 0.02% | −178−0.2% | Reduced |
| XTX Topco Ltd | 89,741 | $4.49M | 0.06% | +7,522+9.1% | Added |
| Jump Financial, LLC | 90,400 | $4.52M | 0.04% | −314,700−77.7% | Reduced |
| Ervin Investment Management, LLC | 92,178 | $4.61M | 2.50% | +1,870+2.1% | Added |
| SG Americas Securities, LLC | 92,614 | $4.63M | 0.00% | +72,062+350.6% | Added |
| Voloridge Investment Management, LLC | 93,909 | $4.69M | 0.02% | −269,515−74.2% | Reduced |
| Great West Life Assurance Co | 95,689 | $4.78M | 0.01% | +403+0.4% | Added |
| RBF Capital, LLC | 100,000 | $5.00M | 0.21% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 100,000 | $5.00M | 0.30% | 00.0% | Unchanged |
| Citigroup Inc | 106,508 | $5.32M | 0.00% | +10,417+10.8% | Added |
| Vanguard Global Advisers, LLC | 108,174 | $5.41M | 0.00% | −3,087−2.8% | Reduced |
| Allianz Asset Management GmbH | 110,093 | $5.50M | 0.01% | −56,280−33.8% | Reduced |
| Wells Fargo & Company | 118,144 | $5.90M | 0.00% | −14,313−10.8% | Reduced |
| American Century Companies Inc | 119,259 | $5.96M | 0.00% | −116,063−49.3% | Reduced |
| Gabelli Funds LLC | 122,210 | $6.11M | 0.04% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 122,355 | $6.12M | 1.31% | −277−0.2% | Reduced |
| MUFG Securities EMEA plc | 126,200 | $6.31M | 0.07% | +126,200 | New |
| LPL Financial LLC | 127,347 | $6.36M | 0.00% | +1,382+1.1% | Added |
| ACR Alpine Capital Research, LLC | 129,527 | $6.47M | 0.09% | +4,757+3.8% | Added |
| Schonfeld Strategic Advisors LLC | 131,288 | $6.56M | 0.03% | −152,763−53.8% | Reduced |
| 1492 Capital Management LLC | 136,701 | $6.83M | 2.02% | +28,928+26.8% | Added |
| Lafayette Investments, Inc. | 137,730 | $6.88M | 1.27% | +122+0.1% | Added |
| Point72 Asset Management, L.P. | 138,528 | $6.92M | 0.01% | −69,973−33.6% | Reduced |
| Franklin Resources Inc | 139,064 | $6.95M | 0.00% | +10,946+8.5% | Added |
| Lee Danner & Bass Inc | 139,811 | $6.99M | 0.40% | −9,000−6.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 140,910 | $7.04M | 0.14% | +47,646+51.1% | Added |
| FMR LLC | 142,141 | $7.10M | 0.00% | −717,921−83.5% | Reduced |
| Manufacturers Life Insurance Company, The | 144,741 | $7.23M | 0.01% | +24,828+20.7% | Added |
| BNP Paribas Arbitrage, SA | 144,851 | $7.24M | 0.00% | +55,201+61.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 168,657 | $7.29M | 0.01% | +53,131+46.0% | Added |
| ExodusPoint Capital Management, LP | 146,687 | $7.33M | 0.07% | +60,282+69.8% | Added |
| Merrion Investment Management Co, LLC | 147,895 | $7.39M | 3.50% | −50,800−25.6% | Reduced |
| Chou Associates Management Inc.SuperinvestorChou Associates | 149,237 | $7.46M | 3.44% | 00.0% | Unchanged |
| Vanguard Asset Management, Ltd | 150,512 | $7.52M | 0.01% | +30,220+25.1% | Added |
| Waterfront Wealth Inc. | 145,554 | $7.58M | 1.17% | −1,054−0.7% | Reduced |
| State Board of Administration of Florida Retirement System | 152,197 | $7.61M | 0.01% | −2,960−1.9% | Reduced |
| Susquehanna International Group, LLP | 158,791 | $7.94M | 0.01% | −180,375−53.2% | Reduced |
| Price T Rowe Associates Inc | 160,650 | $8.03M | 0.00% | +11,272+7.5% | Added |
| Vestor Capital, LLC | 58,669 | $8.07M | 0.68% | +54,023+1,162.8% | Added |
| Oppenheimer & Co Inc | 164,331 | $8.21M | 0.09% | +2,790+1.7% | Added |