Jefferies Financial Group 13F Portfolio Q3 2025

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 (2025-09-30), the institution manages a portfolio valued at $21,189,029,700, comprising 1,424 distinct securities. Over its filing history, it has submitted 53 Form 13F reports.

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

Top Buys

Q3 2025

1. VGT Vanguard Information Technology ETF

+$1.68 B

2. WRB W. R. Berkley Corporation

+$682.82 M

3. LLY Eli Lilly and Company

+$222.42 M

4. COST Costco Wholesale Corporation

+$218.45 M

5. QQQ Invesco QQQ Trust Series I

+$192.8 M

Top Sells

Q3 2025

1. SPY SPDR S&P 500 ETF Trust

−$152.79 M

2. QURE uniQure N.V.

−$117.05 M

3. MA Mastercard Incorporated

−$59.55 M

4. TTWO Take-Two Interactive Software, Inc.

−$51.24 M

5. TGI Triumph Group, Inc.

−$50.18 M

Stocks/ETFs

+82.13%

$10.55 B 49.80%

Options

+76.14%

$10.28 B 48.52%

Debt

+33.19%

$353.17 M 1.67%

Other

+619.50%

$3.2 M 0.02%

Name	Shares	Market Value	Weight	Change	Activity
Vanguard Information Technology ETF ETF-VGT	2,250,000	$1,680,300,000	7.93%	▲ 2,250,000	New Buy
SPDR S&P 500 ETF Trust ETF-SPY	1,089,539	$725,829,138	3.43%	▼ 229,352	Reduce -17.4%
W. R. Berkley Corporation WRB	8,911,719	$682,815,910	3.22%	▲ 8,911,719	New Buy
iShares Russell 2000 ETF ETF-IWM	1,456,521	$352,419,746	1.66%	▲ 607,503	Add 71.6%
Invesco QQQ Trust Series I ETF-QQQ	584,434	$350,876,424	1.66%	▲ 321,132	Add 122.0%
Eli Lilly and Company LLY	299,629	$228,617,168	1.08%	▲ 291,501	Add 3586.4%
Costco Wholesale Corporation COST	238,885	$221,118,919	1.04%	▲ 236,007	Add 8200.4%
PepsiCo, Inc. PEP	1,282,666	$180,137,554	0.85%	▲ 1,272,170	Add 12120.5%
Chevron Corporation CVX	1,047,681	$162,694,382	0.77%	▲ 1,031,785	Add 6490.9%
IREN Limited IREN	3,311,143	$155,391,941	0.73%	▲ 1,063,541	Add 47.3%

View Full List

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 50 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
Loading holdings data...

Showing 1-20 of 0 records

Show: per page

Note: Shares, Shares Change - split-adjusted.

CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
Loading options data...

Showing 1-20 of 0 records

Show: per page

Note: Shares, Shares Change - split-adjusted.

Name	Amount	Value	% of Portfolio	% Change
Loading debt data...

Showing 1-20 of 0 records

Show: per page

Note: Shares, Shares Change - split-adjusted.

Name	Shares	Value	% of Portfolio	% Change
Loading other data...

Showing 1-20 of 0 records

Show: per page

Note: Shares, Shares Change - split-adjusted.

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

Showing 1-20 of 0 records

Show: per page

Jefferies Financial Group Inc.'s All 13F Filings

📑 This section lists all SEC Form 13F filings submitted by Jefferies Financial Group Inc., a registered institutional investment manager. Since 2013, we have tracked a total of 0 filings submitted by this firm.

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

Showing 1-20 of 0 records

Show: per page

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

Jefferies Financial Group Inc. — Portfolio Overview & Company Profile

Portfolio Summary (Q3 2025)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q3 2025)

Historical Portfolio Charts

Jefferies Financial Group Inc.'s Portfolio

Jefferies Financial Group Inc. Quarterly 13F Statistics

Jefferies Financial Group Inc.'s All 13F Filings