Filer Snapshot

Jefferies Financial Group Inc.

CIK 0000096223. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

202

Latest filing

29 Jun 2026

Industry

Security Brokers, Dealers and Flotation Companies

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

$8.2B

1,376 holdings for Q1 2026

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Largest parsed holding

SPY

$410.41M reported value

Open holding

13D/G large stake

AHCO

31 Dec 2024 · 3.8% ownership

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Source: SEC Forms 3/4/5

4/A filed on 29 Jun 2026 for CIK 0000096223.

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Listed symbols
JEF on NYSE
Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$8.2B

Quarterly institutional holdings reported on Form 13F; not total AUM.

Forms 3/4/5 positions$65.72M

Reporting-owner positions with enough filing detail to estimate value.

Latest reported 13F value

13F
$8.2B

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Source: SEC Form 13FScope: U.S.-listed equity holdings

Forms 3/4/5 position value

3/4/5
$65.72M

Estimated from parsed Forms 3/4/5 when filings include enough share and price data.

Source: Forms 3/4/5Confidence: Estimated when price data is available

Largest 13F holdings

13F
SPY XBI QQQ IWM NVDA
+15 moreAMZN MA ASH AVGO META XRT PTCT ACHC ADP WMT VNQ JCI ADI APH HYG

Largest symbols in the latest parsed Form 13F information table.

Freshness: Latest parsed 13F period

Largest linked holdings

Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.

HLMN

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

SPY XBI QQQ IWM NVDA AMZN MA ASH
+12 moreAVGO META XRT PTCT ACHC ADP WMT VNQ JCI ADI APH HYG

Largest active 13G stakes

Passive or institutional large-stake positions disclosed in parsed Schedule 13G filings.

AHCO
How to read these SEC ownership signals
  • Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
  • Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
  • Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 2 identity fields
SEC industry group
Security Brokers, Dealers and Flotation Companies (Office of Finance)
Business address
520 Madison Avenue, New York, NY, 10022
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 3 profile fields available
Incorporated in
NY
Fiscal year end
30 November
Former names on EDGAR
LEUCADIA NATIONAL CORP (to 15 May 2018)

Filer intelligence

What SEC filings say about Jefferies Financial Group Inc.

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $8.2B across 1,376 reported holdings for Q1 2026.
  • Largest parsed 13F holding: SPY at $410.41M.
  • 1 recent 13D/G stake row found; top row is AHCO at 3.8% ownership.
  • Forms 3/4/5 show insider context for HLMN worth $65.72M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 1,376 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes 1 rows

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 5 rows

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 08 May 2026

Top 5 concentration

16%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$1.3B

Compared with $8.2B total 13F value.

Top 5 net change

-$826.29M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: XRT · Largest trim: SPY

SPY XBI QQQ IWM NVDA Other holdings

SPY

5%

State Str Spdr S&P 500 Etf T

$410.41M

XBI

3.6%

Spdr Series Trust

$295.66M

QQQ

3.1%

Invesco Qqq Tr

$250.12M

IWM

2.7%

Ishares Tr

$219.29M

NVDA

1.6%

Nvidia Corporation

$129.46M

13D/G large-stake context

AHCO

31 Dec 2024 · Common Stock, par value $0.0001 per share

3.8%
Issuer page 13D/G history

Forms 3/4/5 insider context

HLMN

15 Oct 2020 · 10% owner

$65.72M
Issuer page Owner page

OSI

30 May 2024 · 10% owner

Issuer page Owner page

LCA

20 Mar 2024 · 10% owner

Issuer page Owner page

FRGI

30 Oct 2023 · 10% owner

Issuer page Owner page

Latest update

What changed recently for Jefferies Financial Group Inc.

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

08 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 08 May 2026.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

Jefferies Financial Group Inc. has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Latest company facts filing date: 07 Apr 2026.
  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0000096223 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
202
First seen
12 Feb 2014
Latest filing
29 Jun 2026
Entity
Company

Observed form types

10-K 10-Q 13F-HR 13F-HR/A 3 4 4/A SCHEDULE 13G/A

CIK-linked evidence first

Jefferies Financial Group Inc. SEC filings Jefferies Financial Group Inc. 13F portfolio Jefferies Financial Group Inc. 13D/G history Jefferies Financial Group Inc. owner filings Jefferies Financial Group Inc. insider transactions Open SEC filing index

Industry context: Security Brokers, Dealers and Flotation Companies.

Latest Filings

Showing the latest 12 of 202 SEC filings for Jefferies Financial Group Inc..

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4/A

4/A filing

Filing date
29 Jun 2026
Reporting date
01 May 2026
SEC evidence
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4

4 filing

Filing date
29 May 2026
Reporting date
28 May 2026
SEC evidence
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4

4 filing

Filing date
29 May 2026
Reporting date
28 May 2026
SEC evidence
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4

4 filing

Filing date
29 May 2026
Reporting date
29 May 2026
SEC evidence
Open document Open filing
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4

4 filing

Filing date
29 May 2026
Reporting date
29 May 2026
SEC evidence
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4

4 filing

Filing date
29 May 2026
Reporting date
29 May 2026
SEC evidence
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4

4 filing

Filing date
29 May 2026
Reporting date
29 May 2026
SEC evidence
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4

4 filing

Filing date
29 May 2026
Reporting date
29 May 2026
SEC evidence
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4

4 filing

Filing date
29 May 2026
Reporting date
29 May 2026
SEC evidence
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4

4 filing

Filing date
26 May 2026
Reporting date
23 May 2026
SEC evidence
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4

4 filing

Filing date
08 May 2026
Reporting date
06 May 2026
SEC evidence
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13F-HR

13F-HR filing

Filing date
08 May 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
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