First Pacific Advisors's JEF Position Overview
First Pacific Advisors (via First Pacific Advisors, Lp) currently holds 2.58 M shares of Jefferies Financial Group Inc. (JEF) worth $159.9 M, representing 2.11% of the portfolio. First purchased in 2018-Q2, this long-term strategic position has been held for 31 quarters.
Based on 13F filings, First Pacific Advisors has maintained a strategic position in JEF, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2018, adding 1.23 M shares. Largest reduction occurred in Q1 2021, reducing 6.97 M shares.
Analysis based on 13F filings available since 2013 Q2
First Pacific Advisors's Jefferies Financial Group (JEF) Holding Value Over Time
Track share changes against reported price movement
Quarterly Jefferies Financial Group (JEF) Trades by First Pacific Advisors
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2025 | -540 | Reduce 0.02% | 2.58 M | $54.69 |
| Q1 2025 | -220,675 | Reduce 7.88% | 2.58 M | $53.57 |
| Q4 2024 | -1.11 M | Reduce 28.43% | 2.8 M | $78.40 |
| Q3 2024 | -1.5 M | Reduce 27.65% | 3.91 M | $61.55 |
| Q2 2024 | -10,160 | Reduce 0.19% | 5.41 M | $49.76 |
| Q1 2024 | -3,380 | Reduce 0.06% | 5.42 M | $44.10 |
| Q4 2023 | -4,910 | Reduce 0.09% | 5.42 M | $40.41 |
| Q3 2023 | -83,351 | Reduce 1.51% | 5.43 M | $36.63 |
| Q2 2023 | -91,690 | Reduce 1.64% | 5.51 M | $33.17 |
| Q1 2023 | -97,467 | Reduce 1.71% | 5.6 M | $31.74 |
| Q4 2022 | -43,310 | Reduce 0.75% | 5.7 M | $34.28 |
| Q3 2022 | -26,167 | Reduce 0.45% | 5.74 M | $29.50 |
| Q2 2022 | +6,910 | Add 0.12% | 5.77 M | $27.62 |
| Q1 2022 | +9,200 | Add 0.16% | 5.76 M | $32.85 |
| Q4 2021 | -1.04 M | Reduce 15.34% | 5.75 M | $38.80 |
| Q3 2021 | -283,655 | Reduce 4.01% | 6.8 M | $37.13 |
| Q2 2021 | -50,552 | Reduce 0.71% | 7.08 M | $34.20 |
| Q1 2021 | -6.97 M | Reduce 49.43% | 7.13 M | $30.10 |
| Q4 2020 | -3.12 M | Reduce 18.11% | 14.1 M | $24.60 |
| Q3 2020 | -833,546 | Reduce 4.62% | 17.22 M | $18.00 |
| Q2 2020 | -937,414 | Reduce 4.94% | 18.05 M | $15.55 |
| Q1 2020 | -1.41 M | Reduce 6.92% | 18.99 M | $13.67 |
| Q4 2019 | -283,055 | Reduce 1.37% | 20.4 M | $21.37 |
| Q3 2019 | +148,967 | Add 0.73% | 20.69 M | $18.40 |
| Q2 2019 | +81,630 | Add 0.40% | 20.54 M | $19.23 |
| Q1 2019 | -206,480 | Reduce 1.00% | 20.46 M | $18.79 |
| Q4 2018 | +1.23 M | Add 6.32% | 20.66 M | $17.36 |
| Q3 2018 | -48,786 | Reduce 0.25% | 19.44 M | $21.96 |
| Q2 2018 | +19.48 M | New Buy | 19.48 M | $22.74 |
First Pacific Advisors's Jefferies Financial Group Investment FAQs
First Pacific Advisors first purchased Jefferies Financial Group Inc. (JEF) in Q2 2018, acquiring 19,484,947 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
First Pacific Advisors has held Jefferies Financial Group Inc. (JEF) for 31 quarters since Q2 2018.
First Pacific Advisors's largest addition to Jefferies Financial Group Inc. (JEF) was in Q2 2018, adding 19,484,947 shares worth $443.09 M.
According to the latest 13F filing for Q4 2025, First Pacific Advisors's firm, First Pacific Advisors, Lp, owns 2,580,283 shares of Jefferies Financial Group Inc. (JEF), valued at approximately $159.9 M.
As of the Q4 2025 filing, Jefferies Financial Group Inc. (JEF) represents approximately 2.11% of First Pacific Advisors's publicly disclosed stock portfolio, making it one of their key holdings.
First Pacific Advisors's peak holding in Jefferies Financial Group Inc. (JEF) was 20,687,959 shares, as reported at the end of Q3 2019.