Comparable stake leader
Joseph S. Steinberg
SEC ownership of Jefferies Financial Group Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000096223.
Disclosed value leader
BlackRock, Inc.
Comparable rows
0/50
Latest evidence
07 Aug 2026
- Public ticker
- JEF on NYSE
- Parsed ownership sources
-
3/4/5 and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Joseph S. Steinberg
Ranking: Comparable ownership first, then disclosed value
- Latest parsed ownership date
-
07 Aug 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0000096223
- Issuer location
- New York, NY
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
1 signal
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Jefferies Financial Group Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Joseph S. Steinberg
Disclosed value leader
BlackRock, Inc.
Comparable rows
0/50
Latest evidence
07 Aug 2026
3/4/5
13F
Highest disclosed value: $834,947,258
50 rows are not safely comparable across share classes.
Showing 1-8 of 50 holder rows.
Quick read
BlackRock, Inc. has the largest disclosed position value at $834.95M.
0 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens BlackRock, Inc.'s linked filing trail.
Disclosed position value
Top 5
Joseph S. Steinberg
$178.36M
BlackRock, Inc.
$834.95M
Richard B. Handler
$635.98M
SUMITOMO MITSUI FINANCIAL GROUP, ...
$462.24M
AQR CAPITAL MANAGEMENT LLC
$421.18M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Joseph S. Steinberg |
3/4/5
Chairman of the Board, Director, 10%+ Owner
|
—
class O/S missing
|
$178,363,654
2,394,143 shares
|
— | 14 Nov 2024 |
| BlackRock, Inc. |
13F
Company
|
—
class O/S missing
|
$834,947,258
16,705,627 shares
|
— | 30 Jun 2026 |
| Richard B. Handler |
3/4/5
CEO, Director
|
—
class O/S missing
|
$635,978,309
15,408,526 shares
|
— | 28 May 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. |
3/4/5
13F
Director · Company
|
—
class O/S missing
|
$462,241,810
8,566,379 shares
|
+$671,237,554 | 15 Jul 2026 |
| AQR CAPITAL MANAGEMENT LLC |
13F
Company
|
—
class O/S missing
|
$421,181,249
8,426,996 shares
|
— | 30 Jun 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13F
Company
|
—
class O/S missing
|
$355,316,916
7,109,182 shares
|
— | 30 Jun 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
Company
|
—
class O/S missing
|
$334,509,793
6,692,873 shares
|
— | 30 Jun 2026 |
| STATE STREET CORP |
13F
Company
|
—
class O/S missing
|
$248,121,012
4,964,406 shares
|
— | 30 Jun 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to buying over the last 12 months. Net value: +$671,237,502.
Buys
$671,237,554
Insiders: 1
Sells
$51.9
Insiders: 1
Net
+$671,237,502
Shares: +12,335,878
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 12,335,879
Shares: 1
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 5,906,542 | 0 | $318,717,006 | $0 | +$318,717,006 |
| 3-6 | 6,429,337 | 1 | $352,520,548 | $51.9 | +$352,520,496 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-19 of 19 reporting-owner rows connected to Jefferies Financial Group Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
19
Largest Forms 3/4/5 holder
Richard B. Handler
Net 12M change
+$671,237,502
Latest report
07 Aug 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Richard B. Handler | CEO, Director | $635,978,309 | Mixed | 28 May 2026 | ||
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | Director | $462,241,810 | +$671,237,554 | +145% | Filing P/S | 15 Jul 2026 |
| Brian P. Friedman | President, Director | $188,435,344 | -$52 | -0% | Median | 07 Aug 2026 |
| Joseph S. Steinberg | Chairman of the Board, Director, 10%+ Owner | $178,363,654 | Mixed | 14 Nov 2024 | ||
| Michael J. Sharp | EVP and General Counsel | $6,919,658 | Mixed | 29 May 2026 | ||
| Michael T. O Kane | Director | $5,467,944 | Mixed | 29 May 2026 | ||
| Linda L. Adamany | Director | $5,252,515 | Mixed | 26 Mar 2026 | ||
| Thomas W. Jones | Director | $4,753,160 | Mixed | 26 Mar 2026 | ||
| Robert D. Beyer | Director | $4,653,440 | Mixed | 29 May 2026 | ||
| Matthew Scott Larson | Evp, Cfo | $4,086,142 | Mixed | 29 May 2026 | ||
| MaryAnne Gilmartin | Director | $3,550,447 | Mixed | 26 Mar 2026 | ||
| Jacob M. Katz | Director | $3,550,447 | Mixed | 26 Mar 2026 | ||
| Barry J. Alperin | Director | $2,159,488 | Mixed | 29 Mar 2023 | ||
| Melissa Weiler | Director | $1,650,057 | Mixed | 29 May 2026 | ||
| Matrice Ellis-Kirk | Director | $1,319,897 | Mixed | 29 May 2026 | ||
| Mark Lawrence Cagno | VP and Co-Controller | $1,057 | Mixed | 01 Nov 2022 | ||
| Yoshihiro Hyakutome | Director | Mixed | 26 Mar 2026 | |||
| Rocco J. Nittoli | VP, Chief Compliance Officer | Mixed | 28 Jul 2022 | |||
| Toru Nakashima | Director | Mixed | 12 Aug 2024 |
Recent insider transactions for Jefferies Financial Group Inc.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Brian P. Friedman | JEF | Common Stock | Gift | -3.91% | -81,734 | 2,008,247 | 07 Aug 2026 | Direct | ||
| Sumitomo Mitsui Financial Group, Inc. | JEF | Common Stock | Purchase | 222.1% | $318,717,006 | $53.96 | 5,906,542 | 8,566,379 | 15 Jul 2026 | See footnotes |
| Sumitomo Mitsui Financial Group, Inc. | JEF | Non-Voting Common Stock | Options Exercise | 10.2% | 3,769,500 | 40,579,081 | 10 Jul 2026 | See footnotes | ||
| Sumitomo Mitsui Financial Group, Inc. | JEF | Common Stock | Options Exercise | -58.6% | -3,769,500 | 2,659,837 | 10 Jul 2026 | See footnotes | ||
| Sumitomo Mitsui Financial Group, Inc. | JEF | Non-Voting Common Stock | Options Exercise | 298.1% | 27,562,500 | 36,809,581 | 30 Jun 2026 | See Footnotes | ||
| Sumitomo Mitsui Financial Group, Inc. | JEF | Series B Non-Voting Convertible Preferred Shares | Options Exercise | -100% | -55,125 | 0 | 30 Jun 2026 | See Footnotes | ||
| Richard B. Handler | JEF | Common Stock | Award | 0.78% | 97,136 | 12,549,867 | 29 May 2026 | Direct | ||
| Richard B. Handler | JEF | Common Stock | Tax liability | -0.08% | -10,545 | 12,452,731 | 29 May 2026 | Direct | ||
| Brian P. Friedman | JEF | Common Stock | Award | 1.41% | 29,003 | 2,089,981 | 29 May 2026 | Direct | ||
| Michael J. Sharp | JEF | Common Stock | Award | 0.45% | 746 | 167,663 | 29 May 2026 | Direct | ||
| Matthew Scott Larson | JEF | Common Stock | Award | 0.76% | 746 | 99,010 | 29 May 2026 | Direct | ||
| Melissa Weiler | JEF | Common Stock | Award | 0.41% | 165 | 39,982 | 29 May 2026 | Direct | ||
| Matrice Ellis-Kirk | JEF | Common Stock | Award | 0.52% | 165 | 31,982 | 29 May 2026 | Direct | ||
| Michael T. O Kane | JEF | Common Stock | Award | 0.41% | 538 | 132,492 | 29 May 2026 | Direct | ||
| Robert D. Beyer | JEF | Common Stock | Award | 0.45% | 501 | 112,756 | 29 May 2026 | Direct | ||
| Richard B. Handler | JEF | Common Stock | Disposed to Issuer | -487 | 12,463,276 | 28 May 2026 | Direct | |||
| Brian P. Friedman | JEF | Common Stock | Disposed to Issuer | -0.02% | -464 | 2,060,978 | 28 May 2026 | Direct | ||
| Richard B. Handler | JEF | Common Stock | Tax liability | -10.4% | -1,440,307 | 12,463,763 | 23 May 2026 | Direct | ||
| Brian P. Friedman | JEF | Common Stock | Sale | $51.9 | $51.90 | -1 | 2,061,442 | 06 May 2026 | Direct | |
| Sumitomo Mitsui Financial Group, Inc. | JEF | Common Stock | Purchase | $352,520,548 | $54.83 | 6,429,337 | 6,429,337 | 01 May 2026 | See footnotes | |
| Sumitomo Mitsui Financial Group, Inc. | JEF | Non-Voting Common Stock | Options Exercise | 9,247,081 | 9,247,081 | 27 Apr 2026 | See footnotes | |||
| Sumitomo Mitsui Financial Group, Inc. | JEF | Common Stock | Options Exercise | -100% | -9,247,081 | 0 | 27 Apr 2026 | See footnotes | ||
| Melissa Weiler | JEF | Common Stock | Award | 15.9% | 5,461 | 39,817 | 26 Mar 2026 | Direct | ||
| Michael T. O Kane | JEF | Common Stock | Award | 4.32% | 5,461 | 131,954 | 26 Mar 2026 | Direct | ||
| Jacob M. Katz | JEF | Common Stock | Award | 10.5% | 5,461 | 57,293 | 26 Mar 2026 | Direct | ||
| Thomas W. Jones | JEF | Common Stock | Award | 7.67% | 5,461 | 76,701 | 26 Mar 2026 | Direct | ||
| MaryAnne Gilmartin | JEF | Common Stock | Award | 10.5% | 5,461 | 57,293 | 26 Mar 2026 | Direct | ||
| Matrice Ellis-Kirk | JEF | Common Stock | Award | 20.7% | 5,461 | 31,817 | 26 Mar 2026 | Direct | ||
| Robert D. Beyer | JEF | Common Stock | Award | 5.11% | 5,461 | 112,255 | 26 Mar 2026 | Direct | ||
| Linda Adamany | JEF | Common Stock | Award | 6.89% | 5,461 | 84,759 | 26 Mar 2026 | Direct | ||
| Richard B. Handler | JEF | Common Stock | Gift | 259,010 | 259,010 | 02 Mar 2026 | By Reporting Person's 2025-B LLC | |||
| Richard B. Handler | JEF | Common Stock | Gift | -1.9% | -259,010 | 13,406,540 | 02 Mar 2026 | Direct | ||
| Brian P. Friedman | JEF | Common Stock | Award | 1.13% | 34,769 | 3,115,411 | 27 Feb 2026 | Direct | ||
| Richard B. Handler | JEF | Common Stock | Award | 0.92% | 114,947 | 12,665,550 | 27 Feb 2026 | Direct | ||
| Matthew Scott Larson | JEF | Common Stock | Award | 0.9% | 877 | 98,264 | 27 Feb 2026 | Direct | ||
| Michael J. Sharp | JEF | Common Stock | Award | 0.53% | 877 | 166,917 | 27 Feb 2026 | Direct | ||
| Melissa Weiler | JEF | Common Stock | Award | 0.42% | 145 | 34,356 | 27 Feb 2026 | Direct | ||
| Matrice Ellis-Kirk | JEF | Common Stock | Award | 0.55% | 145 | 26,356 | 27 Feb 2026 | Direct | ||
| Michael T. O Kane | JEF | Common Stock | Award | 0.5% | 633 | 126,493 | 27 Feb 2026 | Direct | ||
| Robert D. Beyer | JEF | Common Stock | Award | 0.51% | 540 | 106,794 | 27 Feb 2026 | Direct | ||
| Richard B. Handler | JEF | Common Stock | Gift | 0.6% | 81,076 | 13,550,602 | 09 Feb 2026 | Direct | ||
| Richard B. Handler | JEF | Common Stock | Gift | -39.9% | -81,076 | 121,898 | 09 Feb 2026 | By Reporting Person's 2023-B LLC | ||
| Brian P. Friedman | JEF | Common Stock | Gift | -13.6% | -472,804 | 2,993,251 | 02 Feb 2026 | Direct | ||
| Richard B. Handler | JEF | Common Stock | Gift | 0.92% | 122,421 | 13,469,526 | 14 Jan 2026 | Direct | ||
| Richard B. Handler | JEF | Common Stock | Gift | 0.74% | 2,105 | 287,858 | 14 Jan 2026 | By Reporting Person's 2012 Trust | ||
| Richard B. Handler | JEF | Common Stock | Gift | -97.2% | -124,526 | 3,637 | 14 Jan 2026 | By Reporting Person's 2024-B LLC | ||
| Richard B. Handler | JEF | Common Stock | Gift | 180% | 130,471 | 202,974 | 07 Jan 2026 | By Reporting Person's 2023-B LLC | ||
| Richard B. Handler | JEF | Common Stock | Gift | -0.97% | -130,471 | 13,347,105 | 07 Jan 2026 | Direct | ||
| Brian P. Friedman | JEF | Common Stock | Award | 1,800 | 1,800 | 02 Jan 2026 | By Trusts of which Reporting Person is Trustee | |||
| Brian P. Friedman | JEF | Common Stock | Gift | -0.19% | -4,800 | 2,552,157 | 02 Jan 2026 | Direct |
* marks a reported price that did not pass the local price check.