Jefferies Financial GroupJEF
13F holders, Q2 2024 (June 30)493holders +13
65new positions
46sold out
10famous investors
$49.77avg. 13F price*
At the end of Q2 2024, 493 institutions reported holding Jefferies Financial Group Inc. (JEF) in their 13F filings, up 13 from Q1 2024. 65 opened new positions and 46 sold out. The largest holders were BlackRock Inc. ($798.0M), Vanguard Group Inc. ($780.9M) and Allspring Global Investments Holdings, LLC ($350.8M). 10 famous investors held it, including Ron Baron (0.0% of Baron Capital (BAMCO)'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Jefferies Financial Group Inc.
- CUSIP
- 47233W109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $179.1M |
| Exits | 46 | $63.6M |
All 13F filers, Q1 2024 → Q2 2024: 13,944,051 shares bought and 8,481,463 shares sold, net +5,462,588 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 493 holders
| BlackRock Inc. | 0.02% | Add +1.9% | 16,036,731 | $798.0M |
| Vanguard Group Inc. | 0.01% | Reduce -2.1% | 15,693,507 | $780.9M |
| Allspring Global Investments Holdings, LLC | 0.57% | Add +15.3% | 7,049,815 | $350.8M |
| First Pacific Advisors, LP | 3.71% | Reduce -0.2% | 5,410,210 | $269.2M |
| State Street Corp. | 0.01% | Reduce -3.9% | 5,124,609 | $255.0M |
| Dimensional Fund Advisors LP | 0.06% | Add +1.8% | 4,232,280 | $210.6M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.58% | Add +12.9% | 3,396,255 | $169.0M |
| Geode Capital Management, LLC | 0.01% | Add +2.5% | 2,854,332 | $142.1M |
| Donald Smith & Co., Inc. | 3.16% | Reduce -12.7% | 2,494,659 | $124.1M |
| Alliancebernstein L.P. | 0.04% | Reduce -24.0% | 2,470,493 | $122.9M |
| JPMorgan Chase & Co. | 0.01% | Add +16.2% | 2,337,243 | $116.3M |
| Norges Bank | 0.02% | Reduce -4.8% | 2,300,636 | $114.5M |
| Bank of New York Mellon Corp | 0.02% | Add +1.6% | 2,168,909 | $107.9M |
| Citigroup Inc. | 0.10% | Add +13720.0% | 2,124,402 | $105.7M |
| Invesco Ltd. | 0.02% | Reduce -10.8% | 2,006,237 | $99.8M |
| Marshall Wace, LLP | 0.14% | Add +365.9% | 1,947,192 | $96.9M |
| Morgan Stanley | 0.01% | Reduce -6.4% | 1,705,395 | $84.9M |
| Principal Financial Group Inc. | 0.05% | Reduce -2.2% | 1,670,584 | $83.1M |
| Arrowstreet Capital, Limited Partnership | 0.07% | Reduce -12.2% | 1,660,084 | $82.6M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -2.5% | 1,641,285 | $81.7M |
| Captrust Financial Advisors | 0.25% | Add +2.9% | 1,567,711 | $78.0M |
| Barclays PLC | 0.04% | Reduce -5.5% | 1,543,978 | $76.8M |
| Beck Mack & Oliver LLC | 1.52% | Reduce -12.9% | 1,477,766 | $73.5M |
| Northern Trust Corp. | 0.01% | Add +3.0% | 1,448,312 | $72.1M |
| Miller Howard Investments Inc. | 2.25% | Reduce -1.6% | 1,360,614 | $67.7M |
| Alyeska Investment Group, L.P. | 0.38% | Reduce -25.9% | 1,301,893 | $64.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.1% | 1,226,355 | $61.0M |
| Zurich Insurance Group Ltd | 0.52% | Add +13.7% | 1,204,176 | $59.9M |
| Artemis Investment Management LLP | 0.78% | New | 1,169,843 | $58.2M |
| Private Management Group Inc. | 2.20% | Reduce -10.0% | 1,147,855 | $57.1M |
| Amundi | 0.02% | New | 1,108,846 | $56.6M |
| Moerus Capital Management LLC | 19.22% | Add +0.7% | 1,070,224 | $53.3M |
| Burgundy Asset Management Ltd. | 0.56% | Add +1.5% | 1,067,647 | $53.1M |
| LSV Asset Management | 0.11% | Reduce -5.7% | 981,300 | $48.8M |
| Hosking Partners LLP | 1.50% | Add +4.0% | 815,672 | $40.6M |
| Qube Research & Technologies Ltd | 0.07% | Add +10.8% | 811,282 | $40.4M |
| Private Capital Management, LLC | 4.55% | Reduce -5.1% | 771,125 | $38.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +7.0% | 761,024 | $37.9M |
| Neuberger Berman Group LLC | 0.03% | Add +72.4% | 744,274 | $37.0M |
| Bank of America Corp. | 0.00% | Add +16.8% | 697,537 | $34.7M |
| Millennium Management | 0.03% | Reduce -46.0% | 689,560 | $34.3M |
| Citadel Advisors | 0.03% | Add +195.5% | 670,384 | $33.4M |
| Two Sigma Investments, LP | 0.08% | Add +236.4% | 623,949 | $31.0M |
| Janus Henderson Group PLC | 0.02% | Reduce -40.4% | 596,251 | $29.7M |
| Loomis Sayles & Co. L P | 0.04% | Reduce -10.8% | 594,257 | $29.6M |
| Mraz, Amerine & Associates, Inc. | 5.68% | Reduce -0.9% | 555,249 | $27.6M |
| STRS Ohio | 0.11% | Reduce -8.9% | 538,792 | $26.8M |
| Retirement Systems of Alabama | 0.10% | Reduce -0.7% | 508,366 | $25.3M |
| Rhumbline Advisers | 0.02% | Add +0.8% | 499,270 | $24.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +48.5% | 485,046 | $24.1M |
| Two Sigma Advisers, LP | 0.05% | Add +244.0% | 480,200 | $23.9M |
| Ameriprise Financial Inc. | 0.01% | Reduce -2.5% | 456,421 | $22.7M |
| AEGON ASSET MANAGEMENT UK Plc | 0.32% | Add +680.9% | 456,623 | $22.7M |
| GoodHaven Capital Management, LLC | 8.36% | No change | 449,558 | $22.4M |
| Berkshire Hathaway | 0.01% | No change | 433,558 | $21.6M |
| Migdal Insurance & Financial Holdings Ltd. | 0.35% | New | 425,000 | $21.1M |
| NewEdge Wealth, LLC | 0.44% | Add +2.9% | 411,211 | $20.5M |
| Robotti Robert | 3.21% | Reduce -1.4% | 411,210 | $20.5M |
| Guggenheim Capital LLC | 0.15% | Reduce -2.1% | 408,633 | $20.3M |
| Russell Investments Group, Ltd. | 0.03% | Reduce -1.4% | 405,364 | $20.2M |
| Fisher Asset Management | 0.01% | Add +25.6% | 398,984 | $19.9M |
| Sei Investments Co. | 0.03% | Add +0.3% | 377,736 | $18.8M |
| FMR LLC | 0.00% | Reduce -15.7% | 372,454 | $18.5M |
| Voloridge Investment Management, LLC | 0.07% | Add +106.1% | 372,022 | $18.5M |
| Legal & General Group Plc | 0.01% | Reduce -10.9% | 368,131 | $18.3M |
| California Public Employees Retirement System | 0.01% | Add +3.5% | 355,371 | $17.7M |
| Swiss National Bank | 0.01% | Add +0.4% | 333,700 | $16.6M |
| First Manhattan Co. Llc. | 0.05% | Reduce -0.4% | 305,410 | $15.2M |
| Raymond James & Associates | 0.01% | Add +4.9% | 297,280 | $14.8M |
| Oppenheimer & Co. Inc. | 0.23% | Reduce -0.7% | 291,408 | $14.5M |
| Wells Fargo & Company | 0.00% | Add +7.4% | 290,944 | $14.5M |
| Cambria Investment Management, L.P. | 0.86% | Add +2.6% | 283,735 | $14.1M |
| Baron Capital (BAMCO) | 0.04% | No change | 279,528 | $13.9M |
| Focus Partners Wealth | 0.04% | Reduce -0.4% | 266,216 | $13.2M |
| Rock Point Advisors, LLC | 3.92% | Reduce -17.1% | 262,523 | $13.1M |
| Trexquant Investment LP | 0.19% | Add +3769.6% | 255,860 | $12.7M |
| Balyasny Asset Management L.P. | 0.03% | Reduce -36.1% | 252,506 | $12.6M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -5.6% | 248,772 | $12.4M |
| ACR Alpine Capital Research, LLC | 0.37% | Add +1.2% | 240,196 | $12.0M |
| New York State Teachers Retirement System | 0.02% | Reduce -7.0% | 229,417 | $11.4M |
| Boston Partners | 0.01% | Reduce -5.3% | 222,698 | $11.1M |
| American Century Companies Inc. | 0.01% | Add +42.4% | 221,396 | $11.0M |
| Corebridge Financial, Inc. | 0.06% | — | 215,267 | $10.7M |
| Merrion Investment Management Co, LLC | 7.33% | No change | 214,314 | $10.7M |
| Man Group plc | 0.03% | Add +318.4% | 214,023 | $10.6M |
| Cerity Partners LLC | 0.03% | Reduce -53.3% | 209,701 | $10.4M |
| AQR Capital Management | 0.01% | Reduce -0.7% | 190,043 | $9.4M |
| Lafayette Investments, Inc. | 2.07% | Reduce -1.2% | 182,576 | $9.1M |
| Wealth High Governance Capital Ltda | 2.22% | New | 180,000 | $9.0M |
| California State Teachers Retirement System | 0.01% | Reduce -2.0% | 168,246 | $8.4M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +11.7% | 168,150 | $8.4M |
| D. E. Shaw & Co. | 0.01% | Add +544.9% | 165,555 | $8.2M |
| Royal Bank of Canada | 0.00% | Add +11.1% | 164,210 | $8.2M |
| Beacon Investment Advisory Services, Inc. | 0.34% | Add +0.8% | 159,927 | $8.0M |
| Boston Common Asset Management, LLC | 0.20% | Add +66.6% | 159,553 | $7.9M |
| Waterfront Wealth Inc. | 2.02% | Reduce -0.7% | 149,772 | $7.5M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.8% | 147,497 | $7.3M |
| Algert Global LLC | 0.24% | Add +12.7% | 146,465 | $7.3M |
| Gabelli Funds LLC | 0.06% | Reduce -2.4% | 143,610 | $7.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +1386.7% | 141,963 | $7.1M |
"% of holder's portfolio" is JEF's weight in each manager's 13F, not the share of Jefferies Financial Group Inc. the manager owns.