제프리스 파이낸셜 그룹(Jefferies Financial Group)
MX ˙ BMV ˙ US47233W1099
SecurityMX:JEF / Jefferies Financial Group Inc.
InstitutionHighTower Advisors, LLC
Latest Disclosed Ownership39,713 shares
Latest Disclosed Value $ 1,638,906
HighTower Advisors, LLC reports 7.32% increase in ownership of JEF / Jefferies Financial Group Inc.

On May 5, 2026 - HighTower Advisors, LLC filed a 13F-HR form disclosing ownership of 39,713 shares of Jefferies Financial Group Inc. (MX:JEF) valued at $1,638,906 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 37,004 shares of Jefferies Financial Group Inc.. This represents a change in shares of 7.32% 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)
2026-05-05 2026-03-31 13F JEFFERIES FINANCIAL GROUP IN COM 47233W109 39,713 2,709 7.32 1,639 -28.57 0.0017
2026-02-06 2025-12-31 13F JEFFERIES FINL GROUP COM 47233W109 37,004 -63,995 -63.36 2,293 -65.29 0.0025
2025-11-07 2025-09-30 13F JEFFERIES FINL GROUP COM 47233W109 100,999 61,630 156.54 6,607 206.87 0.0075
2025-08-11 2025-06-30 13F JEFFERIES FINL GROUP COM 47233W109 39,369 11,525 41.39 2,153 44.40 0.0027
2025-05-13 2025-03-31 13F JEFFERIES FINL GROUP COM 47233W109 27,844 -3,068 -9.92 1,492 -38.46 0.0020
2025-02-07 2024-12-31 13F JEFFERIES FINL GROUP COM 47233W109 30,912 -499 -1.59 2,423 25.54 0.0033
2024-11-14 2024-09-30 13F JEFFERIES FINL GROUP COM 47233W109 31,411 -1,981 -5.93 1,930 15.57 0.0028
2024-08-13 2024-06-30 13F JEFFERIES FINL GROUP COM 47233W109 33,392 18 0.05 1,670 13.84 0.0026
2024-05-06 2024-03-31 13F JEFFERIES FINL GROUP COM 47233W109 33,374 -3,809 -10.24 1,467 -2.40 0.0024
2024-02-12 2023-12-31 13F JEFFERIES FINL GROUP COM 47233W109 37,183 985 2.72 1,503 12.84 0.0025
2023-11-08 2023-09-30 13F JEFFERIES FINL GROUP COM 47233W109 36,198 216 0.60 1,332 11.46 0.0025
2023-08-14 2023-06-30 13F JEFFERIES FINL GROUP COM 47233W109 35,982 595 1.68 1,195 6.79 0.0024
2023-05-12 2023-03-31 13F JEFFERIES FINL GROUP COM 47233W109 35,387 -12,401 -25.95 1,119 -31.64 0.0024
2023-02-09 2022-12-31 13F JEFFERIES FINL GROUP COM 47233W109 47,788 -9,016 -15.87 1,637 -2.56 0.0037
2022-11-09 2022-09-30 13F JEFFERIES FINL GROUP COM 47233W109 56,804 12,404 27.94 1,680 37.25 0.0045
2022-08-10 2022-06-30 13F JEFFERIES FINL GROUP COM 47233W109 44,400 -2,510 -5.35 1,224 -20.57 0.0032
2022-05-12 2022-03-31 13F JEFFERIES FINL GROUP COM 47233W109 46,910 3,383 7.77 1,541 -8.55 0.0034
2022-02-10 2021-12-31 13F JEFFERIES FINL GROUP COM 47233W109 43,527 -3,026 -6.50 1,685 -2.60 0.0037
2021-11-12 2021-09-30 13F JEFFERIES FINL GROUP COM 47233W109 46,553 22,906 96.87 1,730 114.11 0.0046
2021-08-06 2021-06-30 13F JEFFERIES FINL GROUP COM 47233W109 23,647 2,511 11.88 808 26.84 0.0023
2021-05-10 2021-03-31 13F JEFFERIES FINL GROUP COM 47233W109 21,136 3,797 21.90 637 49.88 0.0020
2021-02-10 2020-12-31 13F JEFFERIES FINL GROUP COM 47233W109 17,339 4,642 36.56 425 84.78 0.0018
2020-11-13 2020-09-30 13F JEFFERIES FINL GROUP COM 47233W109 12,697 -20,491 -61.74 230 -55.60 0.0011
2020-08-10 2020-06-30 13F JEFFERIES FINL GROUP COM 47233W109 33,188 -1,249 -3.63 518 9.98 0.0028
2020-05-21 2020-03-31 13F JEFFERIES FINL GROUP COM 47233W109 34,437 -51,321 -59.84 471 -74.25 0.0031
2020-02-14 2019-12-31 13F JEFFERIES FINL GROUP COM 47233W109 85,758 -2,087 -2.38 1,829 13.46 0.0108
2019-11-12 2019-09-30 13F JEFFERIES FINL GROUP COM 47233W109 87,845 50,959 138.15 1,612 127.36 0.0088
2019-08-13 2019-06-30 13F JEFFERIES FINL GROUP COM 47233W109 36,886 2,548 7.42 709 9.92 0.0042
2019-05-15 2019-03-31 13F JEFFERIES FINL GROUP COM 47233W109 34,338 1,450 4.41 645 13.36 0.0043
2019-02-14 2018-12-31 13F JEFFERIES FINL GROUP COM 47233W109 32,888 -14,395 -30.44 569 -45.02 0.0044
2018-11-09 2018-09-30 13F JEFFERIES FINL GROUP COM 47233W109 47,283 -83 -0.18 1,035 -3.90 0.0075
2018-08-14 2018-06-30 13F JEFFERIES FINL GROUP COM 47233W109 47,366 1,848 4.06 1,077 3.86 0.0084
2018-05-15 2018-03-31 13F LEUCADIA NATL COM 527288104 45,518 3,222 7.62 1,037 -7.33 0.0087
2018-02-14 2017-12-31 13F LEUCADIA NATL COM 527288104 42,296 -610 -1.42 1,119 2.94 0.0092
2017-11-14 2017-09-30 13F LEUCADIA NATL COM 527288104 42,906 744 1.76 1,087 -1.45 0.0093
2017-09-22 2017-06-30 13F/A-1 LEUCADIA NATL COM 527288104 42,162 6,037 16.71 1,103 17.09 0.0099
2017-08-14 2017-06-30 13F LEUCADIA NATL COM 527288104 42,162 6,037 1,103
2017-05-15 2017-03-31 13F LEUCADIA NATL COM 527288104 36,125 138 0.38 942 12.41 0.0090
2017-02-10 2016-12-31 13F LEUCADIA NATL COM 527288104 35,987 -2,077 -5.46 838 16.23 0.0091
2016-11-14 2016-09-30 13F LEUCADIA NATL COM 527288104 38,064 14,100 58.84 721 75.00 0.0084
2016-08-11 2016-06-30 13F LEUCADIA NATL COM 527288104 23,964 -6,515 -21.38 412 -16.43 0.0052
2016-05-16 2016-03-31 13F LEUCADIA NATL COM 527288104 30,479 -342 -1.11 493 -7.50 0.0016
2016-05-18 2015-12-31 13F/A-1 LEUCADIA NATL COM 527288104 30,821 5,565 22.03 533 4.72 0.0063
2016-02-12 2015-12-31 13F LEUCADIA NATL COM 527288104 30,821 533
2015-11-16 2015-09-30 13F LEUCADIA NATL COM 527288104 25,256 -12,873 -33.76 509 -45.03 0.0067
2015-08-11 2015-06-30 13F LEUCADIA NATL COM 527288104 38,129 14,884 64.03 926 78.76 0.0148
2015-05-15 2015-03-31 13F LEUCADIA NATL COM 527288104 23,245 -1,270 -5.18 518 -5.82 0.0077
2015-02-17 2014-12-31 13F LEUCADIA NATL COM 527288104 24,515 -137,712 -84.89 550 -85.78 0.0084
2014-11-14 2014-09-30 13F LEUCADIA NATL COM 527288104 162,227 50,403 45.07 3,867 31.89 0.0653
2014-08-13 2014-06-30 13F LEUCADIA NATL COM 527288104 111,824 -249,513 -69.05 2,932 -71.04 0.0509
2014-05-15 2014-03-31 13F LEUCADIA NATL COM 527288104 361,337 30,229 9.13 10,124 7.90 0.1975
2014-02-14 2013-12-31 13F LEUCADIA NATL COM 527288104 331,108 -69 -0.02 9,383 4.01 0.1929
2013-11-15 2013-09-30 13F LEUCADIA NATL COM 527288104 331,177 87,015 35.64 9,021 40.91 0.2258
2013-08-14 2013-06-30 13F LEUCADIA NATL COM 527288104 244,162 244,162 6,402 0.1741
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.