Jefferies Financial GroupJEF
13F holders, Q4 2024 (December 31)584holders +50
81new positions
49sold out
8famous investors
$78.42avg. 13F price*
At the end of Q4 2024, 584 institutions reported holding Jefferies Financial Group Inc. (JEF) in their 13F filings, up 50 from Q3 2024. 81 opened new positions and 49 sold out. The largest holders were BlackRock, Inc. ($1.2B), Vanguard Group Inc. ($1.2B) and Sumitomo Mitsui Financial Group, Inc. ($725.0M). 8 famous investors held it, including Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Jefferies Financial Group Inc.
- CUSIP
- 47233W109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $75.5M |
| Exits | 49 | $151.4M |
All 13F filers, Q3 2024 → Q4 2024: 21,701,775 shares bought and 15,039,617 shares sold, net +6,662,158 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 584 holders
| BlackRock, Inc. | 0.03% | Add +3.2% | 15,774,133 | $1.2B |
| Vanguard Group Inc. | 0.02% | Add +0.1% | 15,354,633 | $1.2B |
| Sumitomo Mitsui Financial Group, Inc. | 9.66% | No change | 9,247,081 | $725.0M |
| Citigroup Inc. | 0.60% | Add +397.4% | 7,994,877 | $626.8M |
| Allspring Global Investments Holdings, LLC | 0.78% | Reduce -5.3% | 6,165,589 | $487.2M |
| Alliancebernstein L.P. | 0.16% | Add +159.1% | 5,988,746 | $469.5M |
| FMR LLC | 0.03% | Add +63.7% | 5,381,149 | $421.9M |
| Invesco Ltd. | 0.08% | Add +27.1% | 5,293,767 | $415.0M |
| State Street Corp. | 0.02% | Add +2.2% | 5,085,198 | $398.7M |
| Massachusetts Mutual Life Insurance Co. | 20.43% | Add +0.0% | 4,655,231 | $365.0M |
| JPMorgan Chase & Co. | 0.02% | Add +57.4% | 3,941,692 | $309.0M |
| Dimensional Fund Advisors LP | 0.06% | Reduce -15.8% | 3,137,457 | $246.0M |
| First Pacific Advisors, LP | 3.16% | Reduce -28.4% | 2,801,498 | $219.6M |
| Geode Capital Management, LLC | 0.02% | Reduce -0.1% | 2,777,952 | $217.9M |
| Morgan Stanley | 0.02% | Add +44.5% | 2,769,659 | $217.1M |
| Barclays PLC | 0.08% | Add +6.0% | 2,134,431 | $167.3M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.55% | Reduce -15.8% | 2,048,009 | $160.6M |
| Bank of America Corp. | 0.01% | Add +135.1% | 1,805,897 | $141.6M |
| Bank of New York Mellon Corp | 0.03% | Reduce -10.9% | 1,727,982 | $135.5M |
| Arrowstreet Capital, Limited Partnership | 0.11% | Reduce -16.3% | 1,720,327 | $134.9M |
| Principal Financial Group Inc. | 0.07% | Add +3.0% | 1,645,844 | $129.0M |
| Northern Trust Corp. | 0.02% | Add +17.2% | 1,582,075 | $124.0M |
| Nuveen Asset Management, LLC | 0.03% | Reduce -7.6% | 1,414,739 | $110.9M |
| Artemis Investment Management LLP | 1.56% | Add +9.3% | 1,394,805 | $109.4M |
| Beck Mack & Oliver LLC | 1.97% | Reduce -2.7% | 1,357,834 | $106.5M |
| Miller Howard Investments Inc. | 3.40% | Reduce -1.4% | 1,318,191 | $103.3M |
| Goldman Sachs Group Inc. | 0.02% | Add +4.6% | 1,233,470 | $96.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -1.7% | 1,151,171 | $90.3M |
| Captrust Financial Advisors | 0.19% | Add +0.1% | 834,146 | $65.4M |
| Assenagon Asset Management S.A. | 0.11% | Add +157.2% | 802,366 | $62.9M |
| Fisher Asset Management | 0.02% | Reduce -0.3% | 778,763 | $61.1M |
| LSV Asset Management | 0.14% | Reduce -22.8% | 756,100 | $59.3M |
| Hosking Partners LLP | 2.13% | Reduce -11.0% | 693,117 | $54.3M |
| Private Management Group Inc. | 1.91% | Reduce -25.9% | 675,012 | $52.9M |
| Two Sigma Investments, LP | 0.12% | Add +9.7% | 655,655 | $51.4M |
| Moerus Capital Management LLC | 18.32% | Reduce -34.9% | 640,204 | $50.2M |
| Deutsche Bank AG | 0.02% | Reduce -12.5% | 604,102 | $47.4M |
| First Trust Advisors LP | 0.04% | Add +62.7% | 586,351 | $46.0M |
| Zurich Insurance Group Ltd | 0.35% | Reduce -17.8% | 547,160 | $42.9M |
| Neuberger Berman Group LLC | 0.03% | Reduce -1.0% | 543,878 | $42.6M |
| Mraz, Amerine & Associates, Inc. | 7.52% | Reduce -1.4% | 538,699 | $42.2M |
| Private Capital Management, LLC | 4.32% | Reduce -11.3% | 516,020 | $40.5M |
| Retirement Systems of Alabama | 0.14% | Add +0.0% | 496,392 | $38.9M |
| Janus Henderson Group PLC | 0.02% | Reduce -7.2% | 475,097 | $37.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +7.1% | 463,577 | $36.3M |
| Rhumbline Advisers | 0.03% | Reduce -3.2% | 461,887 | $36.2M |
| Voloridge Investment Management, LLC | 0.13% | Reduce -26.2% | 461,546 | $36.2M |
| Norges Bank | 0.00% | Reduce -75.2% | 453,059 | $35.5M |
| NewEdge Wealth, LLC | 0.61% | Add +6.5% | 450,139 | $35.3M |
| GoodHaven Capital Management, LLC | 11.52% | No change | 449,558 | $35.2M |
| Raymond James Financial Inc. | 0.01% | — | 447,990 | $35.1M |
| Loomis Sayles & Co. L P | 0.04% | Reduce -11.3% | 446,447 | $35.0M |
| STRS Ohio | 0.14% | Reduce -16.4% | 442,960 | $34.7M |
| Berkshire Hathaway | 0.01% | No change | 433,558 | $34.0M |
| Two Sigma Advisers, LP | 0.08% | Add +53.9% | 432,200 | $33.9M |
| Migdal Insurance & Financial Holdings Ltd. | 0.48% | No change | 425,000 | $33.3M |
| Sei Investments Co. | 0.04% | Add +6.9% | 423,033 | $33.2M |
| Legal & General Group Plc | 0.01% | Add +15.2% | 413,807 | $32.4M |
| Robotti Robert | 5.61% | Reduce -0.4% | 407,844 | $32.0M |
| LPL Financial LLC | 0.01% | Add +228.1% | 375,531 | $29.4M |
| Allianz Asset Management GmbH | 0.04% | Add +40.0% | 365,906 | $28.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -4.7% | 355,482 | $27.9M |
| Russell Investments Group, Ltd. | 0.04% | Reduce -10.6% | 344,374 | $27.0M |
| California Public Employees Retirement System | 0.02% | Reduce -4.5% | 334,790 | $26.2M |
| Wells Fargo & Company | 0.01% | Add +15.4% | 320,455 | $25.1M |
| Swiss National Bank | 0.02% | Reduce -5.5% | 303,200 | $23.8M |
| Baron Capital (BAMCO) | 0.06% | No change | 279,528 | $21.9M |
| Qube Research & Technologies Ltd | 0.04% | Reduce -59.8% | 278,333 | $21.8M |
| Oppenheimer & Co. Inc. | 0.33% | Reduce -7.1% | 278,078 | $21.8M |
| Franklin Resources Inc. | 0.01% | Reduce -1.6% | 275,628 | $21.6M |
| Focus Partners Wealth | 0.05% | Add +3.3% | 268,342 | $21.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +110.3% | 267,007 | $20.9M |
| UBS Group AG | 0.00% | Add +57.5% | 264,961 | $20.8M |
| Susquehanna Fundamental Investments, LLC | 0.34% | — | 256,935 | $20.1M |
| AEGON ASSET MANAGEMENT UK Plc | 0.26% | Reduce -34.5% | 255,318 | $20.0M |
| Cerity Partners LLC | 0.04% | Reduce -37.8% | 286,619 | $18.3M |
| First Manhattan Co. Llc. | 0.05% | Reduce -0.3% | 217,399 | $17.0M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -10.1% | 215,722 | $16.9M |
| Merrion Investment Management Co, LLC | 11.55% | Reduce -1.4% | 211,714 | $16.6M |
| New York State Teachers Retirement System | 0.03% | Reduce -2.2% | 209,289 | $16.4M |
| Rock Point Advisors, LLC | 4.73% | Reduce -3.6% | 207,052 | $16.2M |
| Intech Investment Management LLC | 0.15% | Add +612.4% | 195,670 | $15.3M |
| Citadel Advisors | 0.01% | Reduce -84.8% | 191,857 | $15.0M |
| Corebridge Financial, Inc. | 0.08% | Reduce -4.3% | 184,347 | $14.5M |
| Trivest Advisors Ltd | 0.64% | New | 178,640 | $14.0M |
| Lafayette Investments, Inc. | 2.98% | Reduce -2.0% | 177,217 | $13.9M |
| Jane Street Group, LLC | 0.02% | Add +46.1% | 174,952 | $13.7M |
| Beacon Investment Advisory Services, Inc. | 0.59% | Add +5.3% | 172,151 | $13.5M |
| Cambria Investment Management, L.P. | 0.76% | Reduce -42.9% | 159,444 | $12.5M |
| Royal Bank of Canada | 0.00% | Add +9.6% | 158,342 | $12.4M |
| Boston Partners | 0.01% | Reduce -9.0% | 150,710 | $11.8M |
| Victory Capital Management Inc. | 0.01% | Add +64.5% | 147,404 | $11.6M |
| Waterfront Wealth Inc. | 2.80% | Reduce -1.7% | 146,655 | $11.5M |
| California State Teachers Retirement System | 0.01% | Reduce -7.8% | 145,717 | $11.4M |
| AQR Capital Management | 0.01% | Add +32.4% | 145,295 | $11.4M |
| Sequoia Financial Advisors, LLC | 0.11% | Add +19.9% | 143,871 | $11.3M |
| CANADA LIFE ASSURANCE Co | 0.02% | Reduce -18.8% | 143,326 | $11.2M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -1.2% | 141,364 | $11.1M |
| Acadian Asset Management LLC | 0.03% | Add +7745.7% | 138,006 | $10.8M |
| Gabelli Funds LLC | 0.08% | Reduce -2.3% | 135,710 | $10.6M |
"% of holder's portfolio" is JEF's weight in each manager's 13F, not the share of Jefferies Financial Group Inc. the manager owns.