제프리스 파이낸셜 그룹(Jefferies Financial Group)
MX ˙ BMV ˙ US47233W1099
SecurityMX:JEF / Jefferies Financial Group Inc.
InstitutionRockefeller Capital Management L.P.
Latest Disclosed Ownership4,737 shares
Latest Disclosed Value $ 195,522
Rockefeller Capital Management L.P. reports 11.28% increase in ownership of JEF / Jefferies Financial Group Inc.

On May 14, 2026 - Rockefeller Capital Management L.P. filed a 13F-HR form disclosing ownership of 4,737 shares of Jefferies Financial Group Inc. (MX:JEF) valued at $195,522 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on March 16, 2026 disclosing 4,257 shares of Jefferies Financial Group Inc.. This represents a change in shares of 11.28% 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)
2026-05-14 2026-03-31 13F JEFFERIES FINANCIAL GROUP IN COM 47233W109 4,737 480 11.28 196 -25.86 0.0003
2026-03-16 2025-12-31 13F/A-1 JEFFERIES FINL GROUP COM 47233W109 4,257 1,541 56.74 264 48.59 0.0005
2026-02-14 2025-12-31 13F JEFFERIES FINL GROUP COM 47233W109 4,257 1,541 264 0.0002
2025-11-14 2025-09-30 13F JEFFERIES FINL GROUP COM 47233W109 2,716 2,716 178 0.0003
2025-05-14 2025-03-31 13F JEFFERIES FINL GROUP COM 47233W109 0 -38,338 -100.00 0 -100.00
2025-02-13 2024-12-31 13F JEFFERIES FINL GROUP COM 47233W109 38,338 -217 -0.56 3,006 26.63 0.0078
2024-11-14 2024-09-30 13F JEFFERIES FINL GROUP COM 47233W109 38,555 12,441 47.64 2,373 82.68 0.0064
2024-08-12 2024-06-30 13F JEFFERIES FINL GROUP COM 47233W109 26,114 26,114 1,299 0.0037
2023-05-17 2023-03-31 13F JEFFERIES FINL GROUP COM 47233W109 0 -318 -100.00 0 -100.00
2023-03-06 2022-12-31 13F JEFFERIES FINL GROUP COM 47233W109 318 1 0.32 10 11.11 0.0001
2022-11-02 2022-09-30 13F JEFFERIES FINL GROUP COM 47233W109 317 -42 -11.70 9 0.00 0.0000
2022-08-12 2022-06-30 13F JEFFERIES FINL GROUP COM 47233W109 359 3 0.84 9 -18.18 0.0000
2022-05-13 2022-03-31 13F JEFFERIES FINL GROUP COM 47233W109 356 30 9.20 11 -8.33 0.0001
2022-02-14 2021-12-31 13F JEFFERIES FINL GROUP COM 47233W109 326 -55 -14.44 12 -14.29 0.0001
2021-11-12 2021-09-30 13F JEFFERIES FINL GROUP COM 47233W109 381 55 16.87 14 27.27 0.0001
2021-08-10 2021-06-30 13F JEFFERIES FINL GROUP COM 47233W109 326 -412 -55.83 11 -50.00 0.0001
2021-05-11 2021-03-31 13F JEFFERIES FINL GROUP COM 47233W109 738 -95 -11.40 22 10.00 0.0001
2021-02-12 2020-12-31 13F JEFFERIES FINL GROUP COM 47233W109 833 96 13.03 20 53.85 0.0002
2020-11-13 2020-09-30 13F JEFFERIES FINL GROUP COM 47233W109 737 49 7.12 13 18.18 0.0001
2020-08-12 2020-06-30 13F JEFFERIES FINL GROUP COM 47233W109 688 39 6.01 11 22.22 0.0001
2020-05-12 2020-03-31 13F JEFFERIES FINL GROUP COM 47233W109 649 324 99.69 9 28.57 0.0001
2020-02-07 2019-12-31 13F JEFFERIES FINL GROUP COM 47233W109 325 1 0.31 7 16.67 0.0001
2019-11-12 2019-09-30 13F JEFFERIES FINL GROUP COM 47233W109 324 255 369.57 6 500.00 0.0001
2019-08-09 2019-06-30 13F JEFFERIES FINL GROUP COM 47233W109 69 -321 -82.31 1 -87.50 0.0000
2019-05-10 2019-03-31 13F JEFFERIES FINL GROUP COM 47233W109 390 240 160.00 8 166.67 0.0001
2019-02-12 2018-12-31 13F JEFFERIES FINL GROUP COM 47233W109 150 0 0.00 3 0.00 0.0001
2018-11-02 2018-09-30 13F Jeffries Financial Group Common 47233W109 150 0 0.00 3 0.00 0.0000
2018-07-31 2018-06-30 13F Jeffries Financial Group Common 47233W109 150 150 3 0.0000
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.