Jefferies Financial Group Inc.
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 19,572,089
- Description
- New York New York based execution centric trading manager with an incorporated management platform and a valuation conscious and methodical investment mandate. The approach emphasizes valuation discipline and downside awareness, derivatives risk framing and exposure limits, and multi sleeve portfolio balancing for liquidity sensitive mandates. Implementation focuses on stability, transparency, and repeatable investment decision routines through position level governance and risk accountability.
- Website
- https://www.jefferies.com/
- Founded
- 1962
- Chairman
- Joseph S. Steinberg
- CEO
- Richard B. Handler
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/9/2026 | 1,824 | 19,572,089 | 13F-HR | Jefferies Financial Group Inc. |
| Q3 2025 | 11/13/2025 | 1,424 | 21,189,030 | 13F-HR | Jefferies Financial Group Inc. |
| Q1 2025 | 5/8/2025 | 1,561 | 11,323,651 | 13F-HR | Jefferies Financial Group Inc. |
| Q4 2024 | 2/27/2025 | 1,548 | 16,708,418 | 13F-HR/A - RESTATEMENT | Jefferies Financial Group Inc. |
| Q4 2024 | 2/14/2025 | 1,549 | 16,708,211 | 13F-HR | Jefferies Financial Group Inc. |
| Q3 2024 | 11/14/2024 | 1,396 | 13,984,589 | 13F-HR | Jefferies Financial Group Inc. |
| Q2 2024 | 8/13/2024 | 1,362 | 9,414,109 | 13F-HR | Jefferies Financial Group Inc. |
| Q1 2024 | 5/13/2024 | 1,550 | 10,823,635 | 13F-HR | Jefferies Financial Group Inc. |
| Q4 2023 | 5/6/2024 | 1,642 | 15,330,937 | 13F-HR/A - RESTATEMENT | Jefferies Financial Group Inc. |
| Q4 2023 | 2/14/2024 | 1,642 | 15,330,937 | 13F-HR | Jefferies Financial Group Inc. |
| Q3 2023 | 11/14/2023 | 1,571 | 11,119,752 | 13F-HR | Jefferies Financial Group Inc. |
| Q2 2023 | 8/14/2023 | 1,628 | 11,166,342 | 13F-HR | Jefferies Financial Group Inc. |
| Q1 2023 | 5/15/2023 | 1,600 | 12,365,304 | 13F-HR | Jefferies Financial Group Inc. |
| Q4 2022 | 9/21/2023 | 1,532 | 14,432,961 | 13F-HR/A - RESTATEMENT | Jefferies Financial Group Inc. |
| Q4 2022 | 2/14/2023 | 1,734 | 14,496,194 | 13F-HR | Jefferies Financial Group Inc. |
| Q3 2022 | 11/14/2022 | 6 | 130,895 | 13F-HR | Jefferies Financial Group Inc. |
| Q2 2022 | 8/15/2022 | 6 | 149,581 | 13F-HR | Jefferies Financial Group Inc. |
| Q1 2022 | 5/16/2022 | 6 | 208,348 | 13F-HR | Jefferies Financial Group Inc. |
| Q4 2021 | 2/14/2022 | 6 | 224,076 | 13F-HR | Jefferies Financial Group Inc. |
| Q3 2021 | 11/15/2021 | 6 | 232,115 | 13F-HR | Jefferies Financial Group Inc. |
| Q2 2021 | 8/16/2021 | 4 | 170,941 | 13F-HR | Jefferies Financial Group Inc. |
| Q1 2021 | 5/17/2021 | 5 | 155,359 | 13F-HR | Jefferies Financial Group Inc. |
| Q4 2020 | 2/16/2021 | 7 | 194,341 | 13F-HR | Jefferies Financial Group Inc. |
| Q3 2020 | 11/13/2020 | 7 | 140,772 | 13F-HR | Jefferies Financial Group Inc. |
| Q2 2020 | 8/13/2020 | 7 | 114,621 | 13F-HR | Jefferies Financial Group Inc. |
| Q1 2020 | 5/14/2020 | 8 | 75,067 | 13F-HR | Jefferies Financial Group Inc. |
| Q4 2019 | 2/13/2020 | 17 | 168,615 | 13F-HR | Jefferies Financial Group Inc. |
| Q1 2014 | 5/14/2014 | 2 | 244,746 | 13F-HR | LEUCADIA NATIONAL CORP |
| Q4 2013 | 2/12/2014 | 1 | 16,977 | 13F-HR | LEUCADIA NATIONAL CORP |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
7.365 M
(37.6% of total reported value)
· QoQ Δ:
-2.916 M
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 11.22 M | 91.9% | 2.975 M | 0 | 2.975 M |
| ETFs | 676.4 K | 5.5% | 0 | 1.632 M | -1.632 M |
| Debt | 307.7 K | 2.5% | 0 | 42.4 K | -42.4 K |
| Other | 1.891 K | 0.0% | 0 | 982 | -982 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/9/2026
Total value ($000)
19,572,089
Holdings
1824
QoQ value change ($000)
-1,616,941
(-7.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.