제프리스 파이낸셜 그룹(Jefferies Financial Group)
MX ˙ BMV ˙ US47233W1099
SecurityMX:JEF / Jefferies Financial Group Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership2,666,097 shares
Latest Disclosed Value $ 110,015,235
Dimensional Fund Advisors Lp reports 2.25% increase in ownership of JEF / Jefferies Financial Group Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 2,666,097 shares of Jefferies Financial Group Inc. (MX:JEF) valued at $110,015,235 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 2,607,512 shares of Jefferies Financial Group Inc.. This represents a change in shares of 2.25% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F JEFFERIES FINANCIAL GROUP IN COM 47233W109 2,666,097 58,585 2.25 110,015 -31.92 0.0049
2026-02-12 2025-12-31 13F JEFFERIES FINL GROUP COM 47233W109 2,607,512 29,092 1.13 161,595 -4.21 0.0339
2025-11-12 2025-09-30 13F JEFFERIES FINL GROUP COM 47233W109 2,578,420 -354,322 -12.08 168,697 5.16 0.0362
2025-08-12 2025-06-30 13F JEFFERIES FINL GROUP COM 47233W109 2,932,742 319,226 12.21 160,417 14.60 0.0371
2025-05-13 2025-03-31 13F JEFFERIES FINL GROUP COM 47233W109 2,613,516 -523,941 -16.70 139,977 -43.10 0.0348
2025-02-13 2024-12-31 13F JEFFERIES FINL GROUP COM 47233W109 3,137,457 -587,422 -15.77 245,987 7.30 0.0591
2024-11-07 2024-09-30 13F JEFFERIES FINL GROUP COM 47233W109 3,724,879 -507,401 -11.99 229,260 8.87 0.0556
2024-08-09 2024-06-30 13F JEFFERIES FINL GROUP COM 47233W109 4,232,280 76,327 1.84 210,591 14.90 0.0550
2024-05-10 2024-03-31 13F JEFFERIES FINL GROUP COM 47233W109 4,155,953 -249,913 -5.67 183,278 2.94 0.0496
2024-02-07 2023-12-31 13F JEFFERIES FINL GROUP COM 47233W109 4,405,866 51,633 1.19 178,046 11.63 0.0520
2023-11-09 2023-09-30 13F JEFFERIES FINL GROUP COM 47233W109 4,354,233 43,022 1.00 159,503 11.53 0.0523
2023-08-09 2023-06-30 13F JEFFERIES FINL GROUP COM 47233W109 4,311,211 13,743 0.32 143,008 4.85 0.0456
2023-05-12 2023-03-31 13F JEFFERIES FINL GROUP COM 47233W109 4,297,468 -40,487 -0.93 136,393 92,057.43 0.0459
2023-02-09 2022-12-31 13F JEFFERIES FINL GROUP COM 47233W109 4,337,955 146,306 3.49 149 -99.88 0.0439
2022-11-10 2022-09-30 13F JEFFERIES FINL GROUP COM 47233W109 4,191,649 50,914 1.23 123,652 8.12 0.0475
2022-08-12 2022-06-30 13F JEFFERIES FINL GROUP COM 47233W109 4,140,735 232,728 5.96 114,365 -10.92 0.0410
2022-05-13 2022-03-31 13F JEFFERIES FINL GROUP COM 47233W109 3,908,007 156,126 4.16 128,382 -11.81 0.0395
2022-02-09 2021-12-31 13F JEFFERIES FINL GROUP COM 47233W109 3,751,881 36,748 0.99 145,574 5.53 0.0440
2021-11-12 2021-09-30 13F JEFFERIES FINL GROUP COM 47233W109 3,715,133 -42,685 -1.14 137,951 7.34 0.0444
2021-08-12 2021-06-30 13F JEFFERIES FINL GROUP COM 47233W109 3,757,818 -5,046 -0.13 128,517 13.46 0.0407
2021-05-14 2021-03-31 13F JEFFERIES FINL GROUP COM 47233W109 3,762,864 -92,978 -2.41 113,274 19.43 0.0375
2021-03-08 2020-12-31 13F/A-2 JEFFERIES FINL GROUP COM 47233W109 3,855,842 199,791 5.46 94,847 44.13 0.0342
2021-02-11 2020-12-31 13F JEFFERIES FINL GROUP COM 47233W109 3,855,842 199,791 94,847 34,253.6950
2020-11-12 2020-09-30 13F JEFFERIES FINL GROUP COM 47233W109 3,656,051 235,856 6.90 65,805 23.75 0.0279
2020-08-13 2020-06-30 13F JEFFERIES FINL GROUP COM 47233W109 3,420,195 -206,376 -5.69 53,176 7.25 0.0234
2020-05-14 2020-03-31 13F JEFFERIES FINL GROUP COM 47233W109 3,626,571 -104,948 -2.81 49,582 -37.82 0.0258
2020-02-14 2019-12-31 13F JEFFERIES FINL GROUP COM 47233W109 3,731,519 7,081 0.19 79,742 16.39 0.0291
2019-11-12 2019-09-30 13F JEFFERIES FINL GROUP COM 47233W109 3,724,438 531,999 16.66 68,513 11.62 0.0266
2019-08-13 2019-06-30 13F JEFFERIES FINL GROUP COM 47233W109 3,192,439 231,222 7.81 61,382 10.31 0.0238
2019-08-12 2019-03-31 13F/A-2 JEFFERIES FINL GROUP COM 47233W109 2,961,217 312,649 11.80 55,644 21.01 0.0222
2019-05-10 2019-03-31 13F JEFFERIES FINL GROUP COM 47233W109 2,961,217 312,649 55,644
2019-02-26 2018-12-31 13F/A-1 JEFFERIES FINL GROUP COM 47233W109 2,648,568 359,949 15.73 45,984 -8.51 0.0208
2019-02-13 2018-12-31 13F JEFFERIES FINL GROUP COM 47233W109 2,648,568 45,984
2018-11-13 2018-09-30 13F JEFFERIES FINL GROUP COM 47233W109 2,288,619 172,316 8.14 50,259 4.43 0.0191
2018-08-10 2018-06-30 13F JEFFERIES FINL GROUP COM 47233W109 2,116,303 62,339 3.04 48,129 3.09 0.0192
2018-05-11 2018-03-31 13F LEUCADIA NATL COM 527288104 2,053,964 51,961 2.60 46,687 -11.98 0.0195
2018-02-12 2017-12-31 13F LEUCADIA NATL COM 527288104 2,002,003 6,405 0.32 53,041 5.27 0.0220
2017-11-13 2017-09-30 13F LEUCADIA NATL COM 527288104 1,995,598 31,674 1.61 50,385 -1.93 0.0220
2017-08-11 2017-06-30 13F LEUCADIA NATL COM 527288104 1,963,924 -48,046 -2.39 51,378 -1.79 0.0237
2017-05-12 2017-03-31 13F LEUCADIA NATL COM 527288104 2,011,970 -27,374 -1.34 52,316 10.34 0.0250
2017-02-09 2016-12-31 13F LEUCADIA NATL COM 527288104 2,039,344 -25,201 -1.22 47,415 20.65 0.0237
2016-11-10 2016-09-30 13F LEUCADIA NATL COM 527288104 2,064,545 1,707 0.08 39,301 9.98 0.0212
2016-08-09 2016-06-30 13F LEUCADIA NATL COM 527288104 2,062,838 257,240 14.25 35,735 22.42 0.0206
2016-05-13 2016-03-31 13F LEUCADIA NATL COM 527288104 1,805,598 31,172 1.76 29,190 -5.38 0.0175
2016-02-10 2015-12-31 13F LEUCADIA NATL COM 527288104 1,774,426 22,665 1.29 30,850 -13.08 0.0192
2015-11-13 2015-09-30 13F LEUCADIA NATL COM 527288104 1,751,761 28,764 1.67 35,491 -15.16 0.0233
2015-08-14 2015-06-30 13F LEUCADIA NATL COM 527288104 1,722,997 66,975 4.04 41,834 13.34 0.0256
2015-05-14 2015-03-31 13F LEUCADIA NATL COM 527288104 1,656,022 17,458 1.07 36,910 0.45 0.0233
2015-02-06 2014-12-31 13F LEUCADIA NATL COM 527288104 1,638,564 27,289 1.69 36,744 -4.37 0.0241
2014-11-13 2014-09-30 13F LEUCADIA NATL COM 527288104 1,611,275 -280,866 -14.84 38,422 -22.55 0.0272
2014-08-08 2014-06-30 13F LEUCADIA NATL COM 527288104 1,892,141 -19,432 -1.02 49,608 -7.26 0.0345
2014-05-14 2014-03-31 13F LEUCADIA NATL COM 527288104 1,911,573 80,638 4.40 53,489 3.09 0.0400
2014-02-12 2013-12-31 13F LEUCADIA NATL COM 527288104 1,830,935 1,444 0.08 51,887 4.13 0.0404
2013-11-13 2013-09-30 13F LEUCADIA NATL COM 527288104 1,829,491 73,059 4.16 49,831 8.22 0.0431
2013-08-15 2013-06-30 13F LEUCADIA NATL COM 527288104 1,756,432 1,756,432 46,046 0.0434
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.