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 |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | 168,657 | $7.29M | 0.01% | +53,131+46.0% | Added |
| BNP Paribas Arbitrage, SA | 144,851 | $7.24M | 0.00% | +55,201+61.6% | Added |
| Manufacturers Life Insurance Company, The | 144,741 | $7.23M | 0.01% | +24,828+20.7% | Added |
| FMR LLC | 142,141 | $7.10M | 0.00% | −717,921−83.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 140,910 | $7.04M | 0.14% | +47,646+51.1% | Added |
| Lee Danner & Bass Inc | 139,811 | $6.99M | 0.40% | −9,000−6.0% | Reduced |
| Franklin Resources Inc | 139,064 | $6.95M | 0.00% | +10,946+8.5% | Added |
| Point72 Asset Management, L.P. | 138,528 | $6.92M | 0.01% | −69,973−33.6% | Reduced |
| Lafayette Investments, Inc. | 137,730 | $6.88M | 1.27% | +122+0.1% | Added |
| 1492 Capital Management LLC | 136,701 | $6.83M | 2.02% | +28,928+26.8% | Added |
| Schonfeld Strategic Advisors LLC | 131,288 | $6.56M | 0.03% | −152,763−53.8% | Reduced |
| ACR Alpine Capital Research, LLC | 129,527 | $6.47M | 0.09% | +4,757+3.8% | Added |
| LPL Financial LLC | 127,347 | $6.36M | 0.00% | +1,382+1.1% | Added |
| MUFG Securities EMEA plc | 126,200 | $6.31M | 0.07% | +126,200 | New |
| Poehling Capital Management, LLC | 122,355 | $6.12M | 1.31% | −277−0.2% | Reduced |
| Gabelli Funds LLC | 122,210 | $6.11M | 0.04% | 00.0% | Unchanged |
| American Century Companies Inc | 119,259 | $5.96M | 0.00% | −116,063−49.3% | Reduced |
| Wells Fargo & Company | 118,144 | $5.90M | 0.00% | −14,313−10.8% | Reduced |
| Allianz Asset Management GmbH | 110,093 | $5.50M | 0.01% | −56,280−33.8% | Reduced |
| Vanguard Global Advisers, LLC | 108,174 | $5.41M | 0.00% | −3,087−2.8% | Reduced |
| Citigroup Inc | 106,508 | $5.32M | 0.00% | +10,417+10.8% | 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 |
| Great West Life Assurance Co | 95,689 | $4.78M | 0.01% | +403+0.4% | Added |
| Voloridge Investment Management, LLC | 93,909 | $4.69M | 0.02% | −269,515−74.2% | Reduced |
| SG Americas Securities, LLC | 92,614 | $4.63M | 0.00% | +72,062+350.6% | Added |
| Ervin Investment Management, LLC | 92,178 | $4.61M | 2.50% | +1,870+2.1% | Added |
| Jump Financial, LLC | 90,400 | $4.52M | 0.04% | −314,700−77.7% | Reduced |
| XTX Topco Ltd | 89,741 | $4.49M | 0.06% | +7,522+9.1% | Added |
| Commerce Bank | 87,675 | $4.38M | 0.02% | −178−0.2% | Reduced |
| Ci Investments Inc. | 85,927 | $4.29M | 0.01% | +250+0.3% | Added |
| Worldquant Millennium Advisors LLC | 82,460 | $4.12M | 0.01% | −680−0.8% | Reduced |
| MetLife Investment Management | 81,700 | $4.08M | 0.02% | −79,640−49.4% | Reduced |
| The PNC Financial Services Group, Inc. | 73,215 | $3.66M | 0.00% | +1,806+2.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 72,820 | $3.64M | 0.01% | −175,075−70.6% | Reduced |
| Amalgamated Bank | 71,849 | $3.59M | 0.02% | −3,036−4.1% | Reduced |
| KBC Group NV | 71,212 | $3.56M | 0.01% | −24,082−25.3% | Reduced |
| Bank of Nova Scotia | 70,203 | $3.51M | 0.01% | −137,247−66.2% | Reduced |
| GWM Advisors LLC | 68,577 | $3.43M | 0.01% | +29,899+77.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 68,429 | $3.42M | 0.03% | +3,326+5.1% | Added |
| Jupiter Topco LLC | 67,014 | $3.35M | 0.00% | +67,014 | New |
| Voya Investment Management LLC | 66,881 | $3.34M | 0.00% | +18,614+38.6% | Added |
| Tocqueville Asset Management L.P. | 66,635 | $3.33M | 0.04% | −2,250−3.3% | Reduced |
| Nisa Investment Advisors, LLC | 65,209 | $3.26M | 0.01% | −4,446−6.4% | Reduced |
| Treasurer of the State of North Carolina | 64,568 | $3.23M | 0.01% | −980−1.5% | Reduced |
| Cetera Investment Advisers | 61,741 | $3.09M | 0.00% | −1,347−2.1% | Reduced |
| New York State Common Retirement Fund | 60,796 | $3.04M | 0.00% | −7,241−10.6% | Reduced |
| State of Tennessee, Treasury Department | 60,623 | $3.03M | 0.01% | −1,091−1.8% | Reduced |
| Mutual of America Capital Management LLC | 60,596 | $3.03M | 0.03% | −2,771−4.4% | Reduced |
| Inspire Advisors, LLC | 59,637 | $3.00M | 0.21% | +59,637 | New |
| Royal Bank of Canada | 59,672 | $2.98M | 0.00% | −112−0.2% | Reduced |
| Capital Counsel LLC | 58,723 | $2.93M | 0.11% | −10,000−14.6% | Reduced |
| HSBC Holdings PLC | 58,278 | $2.93M | 0.00% | −62,048−51.6% | Reduced |
| Advisory Research Inc | 58,168 | $2.91M | 0.29% | −1,870−3.1% | Reduced |
| Thrivent Financial for Lutherans | 54,841 | $2.74M | 0.00% | −938−1.7% | Reduced |
| Intech Investment Management LLC | 54,223 | $2.71M | 0.02% | −78,720−59.2% | Reduced |
| Gateway Investment Advisers LLC | 54,210 | $2.71M | 0.03% | +43,525+407.3% | Added |
| PEAK6 LLC | 53,141 | $2.66M | 0.06% | +10,664+25.1% | Added |
| State of New Jersey Common Pension Fund D | 52,322 | $2.62M | 0.01% | 00.0% | Unchanged |
| First Wilshire Securities Management Inc | 51,869 | $2.59M | 0.53% | −959−1.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 50,535 | $2.53M | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 49,857 | $2.49M | 0.00% | −3,258−6.1% | Reduced |
| AlphaCore Capital LLC | 49,416 | $2.47M | 0.05% | +5,666+13.0% | Added |
| Handelsbanken Fonder AB | 48,703 | $2.43M | 0.01% | +1,600+3.4% | Added |
| Raymond James Financial Inc | 48,207 | $2.41M | 0.00% | −50,759−51.3% | Reduced |
| Louisiana State Employees Retirement System | 47,900 | $2.39M | 0.04% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 47,556 | $2.38M | 0.07% | +47,556 | New |
| Yousif Capital Management, LLC | 47,265 | $2.36M | 0.03% | −3,123−6.2% | Reduced |
| Public Sector Pension Investment Board | 47,010 | $2.35M | 0.01% | −57,389−55.0% | Reduced |
| Condor Capital Management | 46,366 | $2.32M | 0.17% | −259−0.6% | Reduced |
| Credit Agricole S A | 45,000 | $2.25M | 0.01% | −60,000−57.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 44,559 | $2.23M | 0.12% | +38,209+601.7% | Added |
| Public Employees Retirement System of Ohio | 43,216 | $2.16M | 0.01% | −5,081−10.5% | Reduced |
| Polar Asset Management Partners Inc. | 42,909 | $2.14M | 0.04% | +42,909 | New |
| Wedge Capital Management L L P | 42,761 | $2.14M | 0.04% | −881−2.0% | Reduced |
| Caxton Associates LLP | 42,386 | $2.12M | 0.04% | −370−0.9% | Reduced |
| Arizona State Retirement System | 42,307 | $2.11M | 0.01% | −197−0.5% | Reduced |
| Engineers Gate Manager LP | 42,286 | $2.11M | 0.03% | −128,002−75.2% | Reduced |
| SRS Capital Advisors, Inc. | 40,700 | $2.03M | 0.01% | +37,408+1,136.3% | Added |
| Ameritas Investment Partners, Inc. | 40,629 | $2.03M | 0.05% | −5,988−12.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 40,558 | $2.03M | 0.00% | −18,607−31.4% | Reduced |
| Vanguard Investments Australia, Ltd. | 40,190 | $2.01M | 0.01% | +2,298+6.1% | Added |
| Polymer Capital Management (US) LLC | 39,943 | $2.00M | 0.30% | +26,187+190.4% | Added |
| CI Private Wealth, LLC | 39,739 | $1.99M | 0.00% | +668+1.7% | Added |
| Safeguard Investment Advisory Group, LLC | 39,437 | $1.97M | 0.46% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 39,153 | $1.96M | 0.01% | −2,277−5.5% | Reduced |
| Voleon Capital Management LP | 38,693 | $1.93M | 0.04% | +24,703+176.6% | Added |
| State of Michigan Retirement System | 38,216 | $1.91M | 0.01% | −1,600−4.0% | Reduced |
| Fox Run Management, L.L.C. | 37,099 | $1.85M | 0.31% | +37,099 | New |
| Wittenberg Investment Management, Inc. | 36,874 | $1.84M | 0.63% | −200−0.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 36,788 | $1.84M | 0.02% | −256−0.7% | Reduced |
| KLP Kapitalforvaltning AS | 36,400 | $1.82M | 0.01% | +2,000+5.8% | Added |
| Intrepid Capital Management Inc | 36,012 | $1.80M | 0.64% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 35,624 | $1.78M | 0.02% | +35,624 | New |
| Prana Capital Management, LP | 35,608 | $1.78M | 0.05% | −222,973−86.2% | Reduced |
| Merit Financial Group, LLC | 35,494 | $1.77M | 0.01% | +18,454+108.3% | Added |
| HighTower Advisors, LLC | 35,158 | $1.76M | 0.00% | −4,555−11.5% | Reduced |
| Brighton Jones LLC | 34,653 | $1.73M | 0.03% | +13,205+61.6% | Added |
| New Age Alpha Advisors, LLC | 34,458 | $1.72M | 0.07% | +34,458 | New |
| Bleakley Financial Group, LLC | 34,264 | $1.71M | 0.02% | +34,264 | New |