Key Manager

Jefferies Group

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Jefferies Financial Group Inc. (CIK: 0000096223) is a financial institution headquartered at 520 Madison Avenue, , New York, New York 10022. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $15.19 B, comprising 1,621 distinct securities. Over its filing history, it has submitted 56 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 25.9%. Quarterly turnover: 44.3%. ▲ 350 new, +437 added, −370 reduced, ×383 exited.

Top Buys

Q2 2026

1. SPY Spdr S&P 500 Etf Trust

+$391.48 M

2. AAPL Apple

+$148.98 M

3. IWM Ishares Russell 2000 Etf

+$113.84 M

4. TMO Thermo Fisher Scientific

+$69.42 M

5. TNGX Tango Therapeutics

+$62.85 M

Top Sells

Q2 2026

1. AVGO Broadcom

−$123.42 M

2. ASH Ashland

−$106.11 M

3. ADI Analog Devices

−$84.19 M

4. XRT Spdr S&P Retail Etf

−$81.6 M

5. CAT Caterpillar

−$77.86 M

Stocks/ETFs

+34.66%

$10.56 B 69.54%

Options

-32.58%

$4.32 B 28.44%

Debt

-5.60%

$275.68 M 1.81%

Other

-48.39%

$31.15 M 0.21%

Name	Shares	Market Value	Weight	Change	Activity
Spdr S&P 500 Etf Trust ETF-SPY	1.16 M	$862.75 M	5.68%	▲ 524,233	Add 83.1%
Ishares Russell 2000 Etf ETF-IWM	1.26 M	$379.51 M	2.50%	▲ 378,894	Add 42.9%
Spdr S&P Biotech Etf ETF-XBI	2.14 M	$338.66 M	2.23%	▼ 174,719	Reduce -7.6%
Invesco Qqq Trust Series I ETF-QQQ	332,137	$244.59 M	1.61%	▼ 101,208	Reduce -23.4%
Apple AAPL	729,468	$211.08 M	1.39%	▲ 514,878	Add 239.9%
Advanced Micro Devices AMD	283,506	$164.69 M	1.08%	▲ 83,252	Add 41.6%
Nvidia Corporation NVDA	694,722	$139.01 M	0.92%	▼ 47,573	Reduce -6.4%
Meta Platforms META	243,168	$136.97 M	0.90%	▲ 63,098	Add 35.0%
Automatic Data Processing ADP	577,749	$129.39 M	0.85%	▲ 185,242	Add 47.2%
Amazoncom AMZN	533,920	$127.25 M	0.84%	▼ 19,815	Reduce -3.6%

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Jefferies Financial Group Inc.'s Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Jefferies Financial Group Inc. each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 53 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Jefferies Financial Group Inc. Quarterly 13F Statistics

Discover detailed insights into Jefferies Financial Group Inc.’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Jefferies Financial Group Inc.'s All 13F Filings

This section lists all SEC Form 13F filings submitted by Jefferies Financial Group Inc..

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Jefferies Financial Group Inc. 13F Filings, Portfolio & Analysis

Jefferies Financial Group Inc. — Portfolio Overview & Company Profile

Portfolio Summary (Q2 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Historical Portfolio Charts

Jefferies Financial Group Inc.'s Portfolio

Jefferies Financial Group Inc. Quarterly 13F Statistics

Jefferies Financial Group Inc.'s All 13F Filings

Insider Trading Activity (SEC Form 4)