Jefferies Financial GroupJEF
13F holders, Q3 2024 (September 30)534holders +41
84new positions
42sold out
11famous investors
$61.54avg. 13F price*
At the end of Q3 2024, 534 institutions reported holding Jefferies Financial Group Inc. (JEF) in their 13F filings, up 41 from Q2 2024. 84 opened new positions and 42 sold out. The largest holders were Vanguard Group Inc. ($943.7M), BlackRock, Inc. ($941.1M) and Sumitomo Mitsui Financial Group, Inc. ($569.2M). 11 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Ron Baron (0.0% of Baron Capital (BAMCO)'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 84 | $655.9M |
| Exits | 42 | $179.3M |
All 13F filers, Q2 2024 → Q3 2024: 22,890,928 shares bought and 17,279,587 shares sold, net +5,611,341 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 534 holders
| Vanguard Group Inc. | 0.02% | Reduce -2.3% | 15,332,346 | $943.7M |
| BlackRock, Inc. | 0.02% | — | 15,290,412 | $941.1M |
| Sumitomo Mitsui Financial Group, Inc. | 12.80% | New | 9,247,081 | $569.2M |
| Allspring Global Investments Holdings, LLC | 0.62% | Reduce -7.7% | 6,510,681 | $400.7M |
| State Street Corp. | 0.01% | Reduce -2.9% | 4,975,291 | $306.2M |
| Massachusetts Mutual Life Insurance Co. | 16.71% | — | 4,654,362 | $286.5M |
| Invesco Ltd. | 0.05% | Add +107.7% | 4,166,432 | $256.4M |
| First Pacific Advisors, LP | 3.41% | Reduce -27.6% | 3,914,280 | $240.9M |
| Dimensional Fund Advisors LP | 0.06% | Reduce -12.0% | 3,724,879 | $229.3M |
| FMR LLC | 0.01% | Add +782.5% | 3,286,958 | $202.3M |
| Geode Capital Management, LLC | 0.01% | Reduce -2.6% | 2,781,009 | $171.2M |
| JPMorgan Chase & Co. | 0.01% | Add +7.2% | 2,504,513 | $154.2M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.49% | Reduce -28.4% | 2,430,825 | $149.6M |
| Alliancebernstein L.P. | 0.05% | Reduce -6.4% | 2,311,513 | $142.3M |
| Arrowstreet Capital, Limited Partnership | 0.11% | Add +23.8% | 2,055,915 | $126.5M |
| Barclays PLC | 0.05% | Add +30.5% | 2,014,387 | $124.0M |
| Bank of New York Mellon Corp | 0.02% | Reduce -10.5% | 1,940,342 | $119.4M |
| Morgan Stanley | 0.01% | Add +12.3% | 1,916,094 | $117.9M |
| Norges Bank | 0.02% | Reduce -20.8% | 1,823,247 | $112.2M |
| Citigroup Inc. | 0.09% | Reduce -24.3% | 1,607,256 | $98.9M |
| Principal Financial Group Inc. | 0.05% | Reduce -4.3% | 1,598,703 | $98.4M |
| Nuveen Asset Management, LLC | 0.03% | Reduce -6.7% | 1,531,599 | $94.3M |
| Beck Mack & Oliver LLC | 1.67% | Reduce -5.6% | 1,395,113 | $85.9M |
| Northern Trust Corp. | 0.01% | Reduce -6.8% | 1,349,838 | $83.1M |
| Miller Howard Investments Inc. | 2.54% | Reduce -1.7% | 1,337,482 | $82.3M |
| Artemis Investment Management LLP | 1.20% | Add +9.1% | 1,275,919 | $78.5M |
| Citadel Advisors | 0.08% | Add +87.8% | 1,259,235 | $77.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +55.0% | 1,179,176 | $72.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -4.5% | 1,170,577 | $72.0M |
| Donald Smith & Co., Inc. | 1.67% | Reduce -53.8% | 1,152,846 | $71.0M |
| Moerus Capital Management LLC | 22.22% | Reduce -8.1% | 983,288 | $60.5M |
| LSV Asset Management | 0.13% | Reduce -0.2% | 979,500 | $60.3M |
| Private Management Group Inc. | 1.97% | Reduce -20.6% | 911,070 | $56.1M |
| Balyasny Asset Management L.P. | 0.14% | Add +248.3% | 879,519 | $54.1M |
| Captrust Financial Advisors | 0.15% | Reduce -46.8% | 833,695 | $51.3M |
| Fisher Asset Management | 0.02% | Add +95.7% | 780,877 | $48.1M |
| Hosking Partners LLP | 1.85% | Reduce -4.5% | 778,935 | $47.9M |
| Bank of America Corp. | 0.00% | Add +10.1% | 768,112 | $47.3M |
| Qube Research & Technologies Ltd | 0.08% | Reduce -14.7% | 691,996 | $42.6M |
| Deutsche Bank AG | 0.02% | Add +464.2% | 690,262 | $42.5M |
| Zurich Insurance Group Ltd | 0.35% | Reduce -44.7% | 665,696 | $41.0M |
| Amundi | 0.02% | Reduce -42.1% | 641,981 | $40.9M |
| Voloridge Investment Management, LLC | 0.14% | Add +68.2% | 625,740 | $38.5M |
| Two Sigma Investments, LP | 0.09% | Reduce -4.2% | 597,691 | $36.8M |
| Private Capital Management, LLC | 3.92% | Reduce -24.5% | 582,025 | $35.8M |
| Millennium Management | 0.03% | Reduce -16.7% | 574,697 | $35.4M |
| Neuberger Berman Group LLC | 0.03% | Reduce -26.2% | 549,542 | $33.8M |
| Mraz, Amerine & Associates, Inc. | 6.08% | Reduce -1.6% | 546,278 | $33.6M |
| STRS Ohio | 0.13% | Reduce -1.7% | 529,768 | $32.6M |
| Janus Henderson Group PLC | 0.02% | Reduce -14.1% | 512,100 | $31.5M |
| Loomis Sayles & Co. L P | 0.04% | Reduce -15.3% | 503,052 | $31.0M |
| Retirement Systems of Alabama | 0.11% | Reduce -2.4% | 496,197 | $30.5M |
| Rhumbline Advisers | 0.03% | Reduce -4.4% | 477,134 | $29.4M |
| Cerity Partners LLC | 0.06% | Add +119.8% | 460,847 | $28.4M |
| GoodHaven Capital Management, LLC | 9.30% | No change | 449,558 | $27.7M |
| Berkshire Hathaway | 0.01% | No change | 433,558 | $26.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -10.8% | 432,847 | $26.6M |
| Migdal Insurance & Financial Holdings Ltd. | 0.42% | No change | 425,000 | $26.2M |
| NewEdge Wealth, LLC | 0.47% | Add +2.8% | 422,700 | $26.0M |
| Robotti Robert | 3.84% | Reduce -0.4% | 409,516 | $25.2M |
| Sei Investments Co. | 0.03% | Add +4.8% | 395,805 | $24.4M |
| AEGON ASSET MANAGEMENT UK Plc | 0.33% | Reduce -14.7% | 389,536 | $24.0M |
| Russell Investments Group, Ltd. | 0.03% | Reduce -5.0% | 385,254 | $23.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -18.3% | 372,852 | $22.9M |
| First Trust Advisors LP | 0.02% | Add +284.9% | 360,478 | $22.2M |
| Legal & General Group Plc | 0.01% | Reduce -2.4% | 359,135 | $22.1M |
| California Public Employees Retirement System | 0.02% | Reduce -1.3% | 350,617 | $21.6M |
| Swiss National Bank | 0.01% | Reduce -3.8% | 320,900 | $19.8M |
| Assenagon Asset Management S.A. | 0.04% | Add +364.9% | 311,977 | $19.2M |
| Guggenheim Capital LLC | 0.13% | Reduce -25.9% | 302,991 | $18.6M |
| Squarepoint Ops LLC | 0.06% | Add +158.3% | 300,360 | $18.5M |
| Oppenheimer & Co. Inc. | 0.28% | Add +2.7% | 299,297 | $18.4M |
| Franklin Resources Inc. | 0.01% | Add +232.9% | 280,026 | $18.2M |
| Raymond James & Associates | 0.01% | Reduce -1.2% | 293,716 | $18.1M |
| Two Sigma Advisers, LP | 0.04% | Reduce -41.5% | 280,800 | $17.3M |
| Baron Capital (BAMCO) | 0.05% | No change | 279,528 | $17.2M |
| Cambria Investment Management, L.P. | 1.03% | Reduce -1.6% | 279,312 | $17.2M |
| Wells Fargo & Company | 0.00% | Reduce -4.6% | 277,634 | $17.1M |
| Trexquant Investment LP | 0.21% | Add +7.3% | 274,627 | $16.9M |
| American Century Companies Inc. | 0.01% | Add +20.6% | 266,956 | $16.4M |
| Susquehanna International Group, LLP | 0.03% | Add +1709.0% | 265,381 | $16.3M |
| Allianz Asset Management GmbH | 0.02% | Add +217.4% | 261,304 | $16.1M |
| Focus Partners Wealth | 0.05% | Reduce -2.4% | 259,743 | $16.0M |
| D. E. Shaw & Co. | 0.02% | Add +55.8% | 257,911 | $15.9M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -3.5% | 240,012 | $14.8M |
| Cinctive Capital Management LP | 0.78% | Add +261.6% | 221,864 | $13.7M |
| First Manhattan Co. Llc. | 0.04% | Reduce -28.6% | 218,083 | $13.4M |
| Merrion Investment Management Co, LLC | 8.72% | Add +0.2% | 214,714 | $13.2M |
| Rock Point Advisors, LLC | 3.61% | Reduce -18.2% | 214,686 | $13.2M |
| New York State Teachers Retirement System | 0.03% | Reduce -6.7% | 213,989 | $13.2M |
| Corebridge Financial, Inc. | 0.06% | Reduce -10.5% | 192,642 | $11.9M |
| Lafayette Investments, Inc. | 2.35% | Reduce -0.9% | 180,870 | $11.1M |
| Wealth High Governance Capital Ltda | 3.89% | No change | 180,000 | $11.1M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +5.0% | 176,527 | $10.9M |
| UBS Group AG | 0.00% | Add +37.5% | 168,257 | $10.4M |
| Boston Partners | 0.01% | Reduce -25.6% | 165,667 | $10.2M |
| Beacon Investment Advisory Services, Inc. | 0.42% | Add +2.2% | 163,445 | $10.1M |
| Boston Common Asset Management, LLC | 0.26% | Add +0.1% | 159,789 | $9.8M |
| California State Teachers Retirement System | 0.01% | Reduce -6.0% | 158,126 | $9.7M |
| Waterfront Wealth Inc. | 2.37% | Reduce -0.4% | 149,201 | $9.7M |
"% of holder's portfolio" is JEF's weight in each manager's 13F, not the share of Jefferies Financial Group Inc. the manager owns.