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 |
|---|---|---|---|---|---|
| Acadian Asset Management LLC | 169,353 | $8.46M | 0.01% | −66,930−28.3% | Reduced |
| California State Teachers Retirement System | 177,805 | $8.89M | 0.01% | −1,616−0.9% | Reduced |
| New York State Teachers Retirement System | 181,565 | $9.07M | 0.02% | −575−0.3% | Reduced |
| Sequoia Financial Advisors, LLC | 182,934 | $9.14M | 0.05% | +10,264+5.9% | Added |
| Creative Planning | 189,341 | $9.46M | 0.01% | +45,678+31.8% | Added |
| Jacobs Levy Equity Management, Inc | 189,944 | $9.49M | 0.03% | −834,751−81.5% | Reduced |
| California Public Employees Retirement System | 191,830 | $9.59M | 0.01% | −74,533−28.0% | Reduced |
| Rock Point Advisors, LLC | 194,267 | $9.71M | 2.37% | −40,865−17.4% | Reduced |
| Susquehanna Fundamental Investments, LLC | 196,580 | $9.83M | 0.18% | +108,520+123.2% | Added |
| First Manhattan Co | 197,183 | $9.86M | 0.03% | +7,287+3.8% | Added |
| Azora Capital LP | 211,758 | $10.6M | 0.45% | +211,758 | New |
| Colony Group, LLC | 218,333 | $10.9M | 0.01% | +24,195+12.5% | Added |
| Russell Investments Group, Ltd. | 225,085 | $11.2M | 0.01% | −257,188−53.3% | Reduced |
| State of Wisconsin Investment Board | 225,094 | $11.3M | 0.02% | +5,399+2.5% | Added |
| Amundi | 228,236 | $11.4M | 0.00% | +180,553+378.7% | Added |
| Legal & General Group Plc | 236,891 | $11.8M | 0.00% | +3,240+1.4% | Added |
| Loomis Sayles & Co L P | 238,730 | $11.9M | 0.01% | −102,255−30.0% | Reduced |
| Mercer Global Advisors Inc | 271,560 | $13.6M | 0.02% | +51,308+23.3% | Added |
| Algert Global LLC | 275,086 | $13.7M | 0.16% | +24,415+9.7% | Added |
| Captrust Financial Advisors | 302,201 | $15.1M | 0.02% | −16,641−5.2% | Reduced |
| Ieq Capital, LLC | 305,363 | $15.3M | 0.07% | +94,944+45.1% | Added |
| Swiss National Bank | 307,700 | $15.4M | 0.01% | +1,500+0.5% | Added |
| Gradient Investments LLC | 308,894 | $15.4M | 0.21% | +7,453+2.5% | Added |
| Tudor Investment Corp Et Al | 312,268 | $15.6M | 0.06% | −3,029−1.0% | Reduced |
| Robotti Robert | 328,279 | $16.4M | 2.65% | +310+0.1% | Added |
| Mariner, LLC | 334,270 | $16.7M | 0.02% | +133,047+66.1% | Added |
| Ameriprise Financial Inc | 354,024 | $17.7M | 0.00% | +5,747+1.7% | Added |
| Trexquant Investment LP | 358,645 | $17.9M | 0.11% | +295,998+472.5% | Added |
| Invesco Ltd. | 365,769 | $18.3M | 0.00% | −33,491−8.4% | Reduced |
| Valueworks LLC | 369,053 | $18.4M | 3.85% | +1,034+0.3% | Added |
| Principal Financial Group Inc | 371,204 | $18.6M | 0.01% | +1,494+0.4% | Added |
| Fideuram Asset Management (Ireland) dac | 377,574 | $18.6M | 0.36% | +377,574 | New |
| Quantinno Capital Management LP | 390,494 | $19.5M | 0.02% | +132,144+51.1% | Added |
| Ensign Peak Advisors, Inc | 395,780 | $19.8M | 0.03% | +146,934+59.0% | Added |
| UBS Asset Management Americas Inc | 399,309 | $20.0M | 0.00% | −4,432−1.1% | Reduced |
| Millennium Management LLC | 406,773 | $20.3M | 0.01% | −610,031−60.0% | Reduced |
| Cerity Partners LLC | 413,335 | $20.7M | 0.03% | +82,904+25.1% | Added |
| CIBC Bancorp USA Inc. | 413,702 | $20.7M | 0.03% | +334,916+425.1% | Added |
| Rhumbline Advisers | 417,423 | $20.9M | 0.02% | −13,703−3.2% | Reduced |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 433,558 | $21.7M | 0.01% | 00.0% | Unchanged |
| HRT Financial LP | 437,568 | $21.9M | 0.04% | −87,203−16.6% | Reduced |
| Retirement Systems of Alabama | 441,226 | $22.1M | 0.07% | −33,561−7.1% | Reduced |
| GoodHaven Capital Management, LLC | 445,942 | $22.3M | 7.04% | +1,105+0.2% | Added |
| Citadel Advisors LLC | 474,843 | $23.7M | 0.01% | −216,012−31.3% | Reduced |
| SEI Investments Co | 491,082 | $24.5M | 0.02% | −369,805−43.0% | Reduced |
| Hosking Partners LLP | 503,811 | $25.2M | 0.84% | −11,843−2.3% | Reduced |
| Longaeva Partners L.P. | 519,676 | $26.0M | 0.75% | +519,676 | New |
| Mraz, Amerine & Associates, Inc. | 617,122 | $30.8M | 4.42% | +2,799+0.5% | Added |
| Nykredit A/S | 629,669 | $31.5M | 0.12% | +629,669 | New |
| Man Group plc | 654,306 | $32.7M | 0.06% | +33,957+5.5% | Added |
| Deutsche Bank AG | 660,454 | $33.0M | 0.01% | +15,861+2.5% | Added |
| Check Capital Management Inc | 685,910 | $34.3M | 1.94% | +5,739+0.8% | Added |
| Capital Fund Management S.A. | 688,560 | $34.4M | 0.25% | +302,593+78.4% | Added |
| Squarepoint Ops LLC | 751,324 | $37.6M | 0.07% | −175,724−19.0% | Reduced |
| Private Management Group Inc | 752,918 | $37.6M | 0.99% | −3,141−0.4% | Reduced |
| Jane Street Group, LLC | 779,872 | $39.0M | 0.02% | −88,400−10.2% | Reduced |
| Balyasny Asset Management LLC | 820,771 | $41.0M | 0.08% | +292,187+55.3% | Added |
| Moerus Capital Management LLC | 910,370 | $45.5M | 20.28% | +133,302+17.2% | Added |
| First Trust Advisors LP | 928,364 | $46.4M | 0.03% | +751,315+424.4% | Added |
| NewEdge Wealth, LLC | 998,413 | $49.9M | 0.50% | −19,418−1.9% | Reduced |
| Bank of America Corp | 1,012,791 | $50.6M | 0.00% | +236,806+30.5% | Added |
| Vanguard Fiduciary Trust Co | 1,017,239 | $50.8M | 0.01% | +1,787+0.2% | Added |
| Assenagon Asset Management S.A. | 1,027,771 | $51.4M | 0.07% | −66,393−6.1% | Reduced |
| Beck Mack & Oliver LLC | 1,222,167 | $61.1M | 1.19% | −935−0.1% | Reduced |
| Charles Schwab Investment Management Inc | 1,232,031 | $61.6M | 0.01% | +2,002+0.2% | Added |
| Goldman Sachs Group Inc | 1,265,262 | $63.2M | 0.01% | +196,095+18.3% | Added |
| Nuveen, LLC | 1,298,376 | $64.9M | 0.02% | +279,383+27.4% | Added |
| Bank of New York Mellon Corp | 1,339,953 | $67.0M | 0.01% | −64,295−4.6% | Reduced |
| Northern Trust Corp | 1,459,968 | $73.0M | 0.01% | +7,890+0.5% | Added |
| UBS Group AG | 1,562,599 | $78.1M | 0.01% | +654,507+72.1% | Added |
| Freestone Grove Partners LP | 1,591,384 | $79.5M | 0.52% | +281,388+21.5% | Added |
| Barclays PLC | 1,596,595 | $79.8M | 0.03% | −143,430−8.2% | Reduced |
| JPMorgan Chase & Co | 1,882,582 | $92.2M | 0.01% | −23,169−1.2% | Reduced |
| Bamco Inc | 2,141,744 | $107.0M | 0.16% | +611,516+40.0% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 2,545,859 | $127.2M | 0.39% | −2,405,168−48.6% | Reduced |
| Norges Bank | 2,646,300 | $132.3M | 0.01% | +2,646,300 | New |
| First Pacific Advisors, LP | 2,704,265 | $135.2M | 1.67% | +117,764+4.6% | Added |
| Alliancebernstein L.P. | 3,347,848 | $138.2M | 0.05% | −443,679−11.7% | Reduced |
| D. E. Shaw & Co., Inc. | 2,788,432 | $139.4M | 0.09% | +171,137+6.5% | Added |
| Dimensional Fund Advisors LP | 2,866,541 | $143.3M | 0.03% | +200,444+7.5% | Added |
| Morgan Stanley | 2,898,045 | $144.8M | 0.01% | +84,821+3.0% | Added |
| Geode Capital Management, LLC | 2,977,314 | $148.8M | 0.01% | −69,658−2.3% | Reduced |
| Two Sigma Investments, LP | 3,205,077 | $160.2M | 0.12% | +380,024+13.5% | Added |
| Massachusetts Mutual Life Insurance Co | 4,654,362 | $232.6M | 9.78% | 00.0% | Unchanged |
| State Street Corp | 4,964,406 | $248.1M | 0.01% | +71,662+1.5% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 6,429,337 | $321.3M | 6.13% | −2,817,744−30.5% | Reduced |
| Vanguard Capital Management LLC | 6,692,873 | $334.5M | 0.01% | −22,024−0.3% | Reduced |
| Vanguard Portfolio Management LLC | 7,109,182 | $355.3M | 0.02% | −715,354−9.1% | Reduced |
| AQR Capital Management LLC | 8,426,996 | $421.2M | 0.15% | +3,144,305+59.5% | Added |
| BlackRock, Inc. | 16,705,627 | $834.9M | 0.01% | −850,088−4.8% | Reduced |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −1,006,361−100.0% | Sold out |
| Private Capital Management, LLC | 0 | $0 | 0.00% | −514,469−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −398,000−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −124,782−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −107,363−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −102,613−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −100,279−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −96,252−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −72,287−100.0% | Sold out |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0 | $0 | 0.00% | −71,260−100.0% | Sold out |