Jefferies Financial Group Inc.

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
5/7/2026
Form type
13F-HR
Num holdings
1,692
Total value ($000)
$14,605,276
Net value change ($000)
-4,966,813 (-25.4%)
New positions
369
Sold out positions
408
Turnover %
24.2%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XRT 98,978 NEW
AVGO 95,333 894.9%
XBI 86,538 41.4%
META 76,948 295.1%
JCI 68,413 24004.6%
ADI 67,089 6194.7%
ADP 66,544 503.9%
HYG 66,092 15478.2%
PPL 56,056 20020.0%
MA 53,560 89.4%
Top Reduces (Value $000, Stocks/ETFs)
SPY -386,132 -48.5%
NVDA -257,186 -66.5%
GOOGL -224,808 -91.7%
IWM -205,801 -48.4%
CDTX -169,317 -100.0%
INSM -160,648 -99.6%
PG -138,652 -97.0%
QQQ -135,894 -35.2%
GLD -129,621 -96.5%
MSFT -128,475 -96.7%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 6,407,646 (43.9% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type