Jefferies Financial GroupJEF

13F holders, Q1 2024 (March 31)
480holders
9famous investors
$44.00avg. 13F price*

At the end of Q1 2024, 480 institutions reported holding Jefferies Financial Group Inc. (JEF) in their 13F filings. The largest holders were Vanguard Group Inc. ($707.1M), BlackRock Inc. ($694.3M) and Allspring Global Investments Holdings, LLC ($269.6M). 9 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Ron Baron (0.0% of Baron Capital (BAMCO)'s portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).

Company
Jefferies Financial Group Inc.
CUSIP
47233W109
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 480Q1 2024Q2 2024: 493Q2 2024Q3 2024: 534Q3 2024Q4 2024: 584Q4 2024Q1 2025: 564Q1 2025Q2 2025: 557Q2 2025Q3 2025: 570Q3 2025Q4 2025: 597Q4 2025Q1 2026: 561Q1 2026Q2 2026: 590Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions54$61.7M
Exits47$60.3M

Ownership 480 holders

Vanguard Group Inc. 0.01% Reduce -8.3% 16,033,785 $707.1M
BlackRock Inc. 0.02% Reduce -0.1% 15,742,939 $694.3M
Allspring Global Investments Holdings, LLC 0.42% Add +88.9% 6,113,391 $269.6M
First Pacific Advisors, LP 3.42% Reduce -0.1% 5,420,370 $239.0M
State Street Corp. 0.01% Add +1.8% 5,329,583 $235.0M
Dimensional Fund Advisors LP 0.05% Reduce -5.7% 4,155,953 $183.3M
Alliancebernstein L.P. 0.05% Reduce -10.8% 3,250,558 $143.3M
Barrow Hanley Mewhinney & Strauss LLC 0.45% Reduce -0.6% 3,006,870 $132.6M
Donald Smith & Co., Inc. 2.93% Reduce -12.7% 2,856,568 $126.0M
Geode Capital Management, LLC 0.01% Add +4.8% 2,783,500 $122.8M
Norges Bank 0.02% Add +9.9% 2,416,439 $106.6M
Invesco Ltd. 0.02% Add +5.5% 2,250,505 $99.2M
Bank of New York Mellon Corp 0.02% Reduce -3.5% 2,134,614 $94.1M
JPMorgan Chase & Co. 0.01% Add +5.0% 2,010,932 $88.7M
Arrowstreet Capital, Limited Partnership 0.08% Add +22.6% 1,890,122 $83.4M
Morgan Stanley 0.01% Add +24.4% 1,822,414 $80.4M
Alyeska Investment Group, L.P. 0.48% Add +118.4% 1,757,120 $77.5M
Principal Financial Group Inc. 0.04% Add +13.2% 1,707,433 $75.3M
Beck Mack & Oliver LLC 1.52% Reduce -2.5% 1,696,418 $74.8M
Nuveen Asset Management, LLC 0.02% Add +70.2% 1,683,893 $74.3M
Barclays PLC 0.03% Add +198.9% 1,633,429 $72.0M
Captrust Financial Advisors 0.25% Reduce -4.2% 1,523,671 $67.2M
Northern Trust Corp. 0.01% Reduce -23.4% 1,406,498 $62.0M
Miller Howard Investments Inc. 2.00% Reduce -1.3% 1,383,123 $61.0M
Millennium Management 0.05% Reduce -28.0% 1,276,071 $56.3M
Private Management Group Inc. 2.13% Reduce -10.0% 1,275,873 $56.3M
Charles Schwab Investment Management Inc. 0.01% Add +2.3% 1,225,434 $54.0M
Moerus Capital Management LLC 14.70% Reduce -9.8% 1,063,029 $46.9M
Zurich Insurance Group Ltd 0.43% Add +4.5% 1,058,794 $46.7M
Burgundy Asset Management Ltd. 0.48% Add +1.1% 1,051,969 $46.4M
LSV Asset Management 0.10% Reduce -12.6% 1,040,600 $45.9M
Janus Henderson Group PLC 0.02% Reduce -15.1% 1,000,659 $44.1M
Private Capital Management, LLC 4.05% Reduce -14.0% 812,425 $35.8M
Hosking Partners LLP 1.28% Reduce -0.3% 784,140 $34.6M
Qube Research & Technologies Ltd 0.06% Add +73.3% 732,538 $32.3M
Goldman Sachs Group Inc. 0.01% Add +7.3% 711,074 $31.4M
Loomis Sayles & Co. L P 0.04% Add +59.9% 665,950 $29.4M
Bank of America Corp. 0.00% Add +19.0% 597,428 $26.3M
STRS Ohio 0.10% Add +0.7% 591,742 $26.1M
Cinctive Capital Management LP 1.28% Add +68.9% 560,978 $24.7M
Mraz, Amerine & Associates, Inc. 4.67% Reduce -1.4% 560,073 $24.7M
Retirement Systems of Alabama 0.09% Add +2.7% 511,907 $22.6M
Rhumbline Advisers 0.02% Reduce -4.9% 495,093 $21.8M
Ameriprise Financial Inc. 0.01% Reduce -9.8% 468,085 $20.6M
GoodHaven Capital Management, LLC 7.59% No change 449,558 $19.8M
Cerity Partners LLC 0.05% Add +128.4% 448,999 $19.8M
FMR LLC 0.00% Reduce -37.2% 441,638 $19.5M
Berkshire Hathaway 0.01% No change 433,558 $19.1M
Neuberger Berman Group LLC 0.02% Add +37.2% 431,673 $19.0M
Marshall Wace, LLP 0.03% New 417,974 $18.4M
Guggenheim Capital LLC 0.13% Add +38.9% 417,545 $18.4M
Robotti Robert 2.50% Reduce -0.9% 417,229 $18.4M
Legal & General Group Plc 0.01% Reduce -7.5% 412,961 $18.2M
Russell Investments Group, Ltd. 0.03% Add +4.3% 410,988 $18.1M
NewEdge Wealth, LLC 0.39% Add +12.1% 399,525 $17.5M
Balyasny Asset Management L.P. 0.05% Add +1165.7% 395,488 $17.4M
Sei Investments Co. 0.02% Add +92.2% 376,597 $16.6M
California Public Employees Retirement System 0.01% Reduce -4.1% 343,321 $15.1M
Swiss National Bank 0.01% Add +0.2% 332,400 $14.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -2.2% 326,568 $14.4M
Fisher Asset Management 0.01% Reduce -3.8% 317,546 $14.0M
Rock Point Advisors, LLC 4.15% Reduce -10.4% 316,738 $14.0M
First Manhattan Co. Llc. 0.04% Reduce -1.7% 306,767 $13.5M
Oppenheimer & Co. Inc. 0.21% Reduce -35.6% 293,559 $12.9M
Raymond James & Associates 0.01% Add +21.1% 283,479 $12.5M
Baron Capital (BAMCO) 0.03% No change 279,528 $12.3M
Cambria Investment Management, L.P. 0.73% Reduce -0.5% 276,516 $12.2M
Wells Fargo & Company 0.00% Add +3.2% 270,787 $11.9M
Focus Partners Wealth 0.10% Add +5.5% 267,322 $11.8M
New York State Teachers Retirement System 0.02% Reduce -3.3% 246,645 $10.9M
Interval Partners, LP 0.40% Reduce -18.9% 238,271 $10.5M
ACR Alpine Capital Research, LLC 0.32% Add +2.4% 237,381 $10.5M
Boston Partners 0.01% Reduce -17.1% 235,066 $10.4M
Citadel Advisors 0.01% Add +137.3% 226,852 $10.0M
American International Group, Inc. 0.04% Reduce -1.3% 224,530 $9.9M
Merrion Investment Management Co, LLC 6.75% No change 214,314 $9.5M
AQR Capital Management 0.01% Reduce -20.0% 191,379 $8.4M
State Board of Administration of Florida Retirement System 0.02% Add +5.9% 263,504 $8.4M
Credit Suisse AG/ 0.01% Reduce -2.3% 185,996 $8.2M
Two Sigma Investments, LP 0.02% Add +64.5% 185,454 $8.2M
Lafayette Investments, Inc. 1.83% Reduce -0.4% 184,723 $8.1M
Voloridge Investment Management, LLC 0.03% New 180,472 $8.0M
Squarepoint Ops LLC 0.03% Reduce -28.2% 177,801 $7.8M
California State Teachers Retirement System 0.01% Reduce -5.6% 171,755 $7.6M
Schonfeld Strategic Advisors LLC 0.06% Reduce -26.9% 168,844 $7.4M
Beacon Investment Advisory Services, Inc. 0.30% Add +5.7% 158,630 $7.0M
Redwood Investment Management, LLC 0.66% Add +37.0% 156,723 $6.9M
American Century Companies Inc. 0.00% Add +224.1% 155,434 $6.9M
CANADA LIFE ASSURANCE Co 0.01% Add +3.0% 150,582 $6.6M
Iat Reinsurance Co. LTD. 3.30% No change 360,872 $6.6M
Manufacturers Life Insurance Company, The 0.01% Add +5.4% 150,199 $6.6M
Waterfront Wealth Inc. 1.84% Add +0.6% 150,805 $6.6M
Texas Permanent School Fund Corp. 0.05% Add +2.0% 148,388 $6.5M
Susquehanna Portfolio Strategies, LLC 0.15% No change 147,755 $6.5M
Royal Bank of Canada 0.00% Add +25.5% 147,748 $6.5M
Gabelli Funds LLC 0.05% Reduce -6.1% 147,110 $6.5M
State of Wisconsin Investment Board 0.02% Reduce -11.2% 142,541 $6.3M
Two Sigma Advisers, LP 0.01% Add +94.4% 139,600 $6.2M
UBS Group AG 0.00% Add +26.4% 139,313 $6.1M
ExodusPoint Capital Management, LP 0.07% Add +393.6% 135,034 $6.0M

"% of holder's portfolio" is JEF's weight in each manager's 13F, not the share of Jefferies Financial Group Inc. the manager owns.

Show all 480 holders