Jefferies Financial Group Inc.
US ˙ NYSE ˙ US47233W1099

SecurityJEF / Jefferies Financial Group Inc.
InstitutionAdvisory Research Inc
Latest Disclosed Ownership60,038 shares
Latest Disclosed Value $ 2,477,769
Advisory Research Inc reports 78.40% increase in ownership of JEF / Jefferies Financial Group Inc.

On May 14, 2026 - Advisory Research Inc filed a 13F-HR form disclosing ownership of 60,038 shares of Jefferies Financial Group Inc. (US:JEF) valued at $2,477,768 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 33,653 shares of Jefferies Financial Group Inc.. This represents a change in shares of 78.40% during the quarter. The current value of the position is $3,316,499 USD.

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 60,038 26,385 78.40 2,478 18.80 0.2587
2026-02-13 2025-12-31 13F JEFFERIES FINL GROUP COM 47233W109 33,653 -2,007 -5.63 2,085 -10.59 0.2621
2025-11-13 2025-09-30 13F JEFFERIES FINL GROUP COM 47233W109 35,660 0 0.00 2,333 19.59 0.3064
2025-08-13 2025-06-30 13F JEFFERIES FINL GROUP COM 47233W109 35,660 35,660 1,950 0.2996
2018-11-13 2018-09-30 13F Jefferies Financial Group Inco COM 47233W109 0 -155,424 -100.00 0 -100.00
2018-08-14 2018-06-30 13F Jefferies Financial Group Inco COM 47233W109 155,424 -22,957 -12.87 3,535 -12.82 0.0566
2018-05-15 2018-03-31 13F Leucadia Natl COM 527288104 178,381 -13,642 -7.10 4,055 -20.29 0.0729
2018-02-08 2017-12-31 13F Leucadia Natl COM 527288104 192,023 -54,942 -22.25 5,087 -18.43 0.0842
2017-11-14 2017-09-30 13F Leucadia Natl COM 527288104 246,965 -184,207 -42.72 6,236 -44.72 0.0992
2017-08-22 2017-06-30 13F/A-1 Leucadia Natl COM 527288104 431,172 -242,839 -36.03 11,280 -35.63 0.1778
2017-08-14 2017-06-30 13F LEUCADIA NATL COM 527288104 674,011 0 17,524
2017-05-15 2017-03-31 13F LEUCADIA NATL COM 527288104 674,011 -456,436 -40.38 17,524 -33.33 0.2583
2017-02-13 2016-12-31 13F LEUCADIA NATL COM 527288104 1,130,447 782,819 225.19 26,283 297.08 0.3908
2016-11-14 2016-09-30 13F/A-1 LEUCADIA NATL COM 527288104 347,628 347,628 0.00 6,619 0.1077
2016-11-14 2016-09-30 13F LEUCADIA NATL COM 527288104 421,294 8,682
2016-08-15 2016-06-30 13F Leucadia Natl COM 527288104 0 -50,510 -100.00 0 -100.00
2016-05-16 2016-03-31 13F Leucadia Natl COM 527288104 50,510 -1,248 -2.41 817 -9.22 0.0154
2016-02-16 2015-12-31 13F Leucadia Natl COM 527288104 51,758 -5,689 -9.90 900 -22.68 0.0136
2015-11-13 2015-09-30 13F Leucadia Natl COM 527288104 57,447 -7,873 -12.05 1,164 -26.61 0.0166
2015-08-17 2015-06-30 13F/A-1 Leucadia Natl COM 527288104 65,320 -641 -0.97 1,586 7.89 0.0180
2015-08-14 2015-06-30 13F Knowles COM 527288104 47,800 865
2015-05-15 2015-03-31 13F Leucadia Natl COM 527288104 65,961 -61,079 -48.08 1,470 -48.38 0.0161
2015-02-13 2014-12-31 13F Leucadia Natl COM 527288104 127,040 61,062 92.55 2,848 81.06 0.0296
2014-11-06 2014-09-30 13F Leucadia Natl COM 527288104 65,978 -3,353 -4.84 1,573 -13.48 0.0152
2014-08-14 2014-06-30 13F Leucadia Natl COM 527288104 69,331 -4,335 -5.88 1,818 -11.88 0.0169
2014-05-15 2014-03-31 13F LEUCADIA NATL COM 527288104 73,666 -1,038,013 -93.37 2,063 -93.45 0.0213
2014-02-14 2013-12-31 13F LEUCADIA NATL COM 527288104 1,111,679 -1,389,128 -55.55 31,505 -53.75 0.3241
2013-11-14 2013-09-30 13F LEUCADIA NATL COM 527288104 2,500,807 -685,982 -21.53 68,122 -18.47 0.7331
2013-08-08 2013-06-30 13F LEUCADIA NATL COM 527288104 3,186,789 3,186,789 83,558 0.9451
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.