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All holdings

Jefferies Financial Group

JEF

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
3
In their latest 13F (Q3 2026)
See who
Value held
$164m
Combined value at quarter end
Last quarter
1 bought
0 sold or trimmed
Fund portfolios
1
Funds holding it
See which
Price at Q2 ’26 end
$49.98
+21.1% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+23.7%Q3 ’24
+27.4%Q4 ’24
-31.7%Q1 ’25
+2.1%Q2 ’25
+19.6%Q3 ’25
-5.3%Q4 ’25
-33.4%Q1 ’26
+21.1%Q2 ’26
Q3 ’24: +23.7%; Q4 ’24: +27.4%; Q1 ’25: -31.7%; Q2 ’25: +2.1%; Q3 ’25: +19.6%; Q4 ’25: -5.3%; Q1 ’26: -33.4%; Q2 ’26: +21.1%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

2Q4 ’23
2Q1 ’24
3Q2 ’24
3Q3 ’24
3Q4 ’24
3Q1 ’25
3Q2 ’25
3Q3 ’25
3Q4 ’25
3Q1 ’26
3Q2 ’26
0Q3 ’26
Q4 ’23: 2; Q1 ’24: 2; Q2 ’24: 3; Q3 ’24: 3; Q4 ’24: 3; Q1 ’25: 3; Q2 ’25: 3; Q3 ’25: 3; Q4 ’25: 3; Q1 ’26: 3; Q2 ’26: 3; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes Jefferies Financial Group.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding Jefferies Financial Group
Chou Associates3.4%$7.5m$7.5mUnchanged9 qtrs
First Pacific Advisors (FPA)1.7%$135m$135mAdded +4.6%33 qtrs
Berkshire Hathaway0.0%$21.7m$21.7mUnchanged16 qtrs

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works
From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.
Insider purchases and sales of Jefferies Financial Group
Bought or soldFiling
15 Jul 2026Sumitomo Mitsui Financial Group, INC.Director▲ Bought5,906,542$53.96$319mForm 4

About the company

Sector
Financials · Security Brokers, Dealers & Flotation Companies
Incorporated in
New York
Financial year ends
30 November
Shares outstanding
204m at 30 Mar 2026
SEC filings
Annual reports and other filings on EDGAR

Revenue and profit

$11bn2013
$12bn2015
$5.0bn2017
$5.4bnNov ’19
$8.9bnNov ’21
$7.4bnNov ’23
$11bnNov ’25
2013: $11bn; 2014: $12bn; 2015: $12bn; 2016: $3.8bn; 2017: $5.0bn; Nov ’18: $5.0bn; Nov ’19: $5.4bn; Nov ’20: $6.9bn; Nov ’21: $8.9bn; Nov ’22: $7.1bn; Nov ’23: $7.4bn; Nov ’24: $11bn; Nov ’25: $11bn
Jefferies Financial Group revenue and net income by year
YearRevenueNet income
Year to Nov 2025$11bn–
Year to Nov 2024$11bn–
Year to Nov 2023$7.4bn–
Year to Nov 2022$7.1bn–
Year to Nov 2021$8.9bn$1.7bn
Year to Nov 2020$6.9bn$770m
Year to Nov 2019$5.4bn$960m
Year to Nov 2018$5.0bn$1.0bn
2017$5.0bn$167m
2016$3.8bn$126m
2015$12bn$280m
2014$12bn$204m
2013$11bn$369m

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.

In fund portfolios

US-registered funds run by these managers that hold Jefferies Financial Group, from their latest N-PORT filings.

Funds holding Jefferies Financial Group
FPA Crescent FundFirst Pacific Advisors (FPA)0.9%$114m30 Jun 2026