Jefferies Financial Group Inc.
US ˙ NYSE ˙ US47233W1099

SecurityJEF / Jefferies Financial Group Inc.
InstitutionCreative Planning
Latest Disclosed Ownership143,663 shares
Latest Disclosed Value $ 5,928,952
Creative Planning reports 64.64% increase in ownership of JEF / Jefferies Financial Group Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 143,663 shares of Jefferies Financial Group Inc. (US:JEF) valued at $5,928,972 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 87,261 shares of Jefferies Financial Group Inc.. This represents a change in shares of 64.64% during the quarter. The current value of the position is $7,589,716 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)
2026-05-12 2026-03-31 13F JEFFERIES FINANCIAL GROUP IN COM 47233W109 143,663 56,402 64.64 5,929 9.64 0.0040
2026-02-17 2025-12-31 13F JEFFERIES FINL GROUP COM 47233W109 87,261 32,993 60.80 5,408 52.31 0.0039
2025-11-14 2025-09-30 13F JEFFERIES FINL GROUP COM 47233W109 54,268 6,841 14.42 3,550 36.91 0.0027
2025-08-08 2025-06-30 13F JEFFERIES FINL GROUP COM 47233W109 47,427 -1,860 -3.77 2,594 -1.78 0.0022
2025-05-15 2025-03-31 13F JEFFERIES FINL GROUP COM 47233W109 49,287 18,346 59.29 2,640 8.87 0.0025
2025-02-14 2024-12-31 13F JEFFERIES FINL GROUP COM 47233W109 30,941 2,668 9.44 2,426 39.37 0.0024
2024-10-11 2024-09-30 13F JEFFERIES FINL GROUP COM 47233W109 28,273 4,349 18.18 1,740 46.22 0.0017
2024-08-15 2024-06-30 13F JEFFERIES FINL GROUP COM 47233W109 23,924 2,995 14.31 1,190 29.07 0.0013
2024-05-13 2024-03-31 13F JEFFERIES FINL GROUP COM 47233W109 20,929 750 3.72 923 13.13 0.0010
2024-02-14 2023-12-31 13F JEFFERIES FINL GROUP COM 47233W109 20,179 998 5.20 815 16.10 0.0015
2023-11-16 2023-09-30 13F JEFFERIES FINL GROUP COM 47233W109 19,181 2,233 13.18 703 24.91 0.0009
2023-07-21 2023-06-30 13F JEFFERIES FINL GROUP COM 47233W109 16,948 4,351 34.54 562 40.85 0.0007
2023-05-15 2023-03-31 13F JEFFERIES FINL GROUP COM 47233W109 12,597 1,405 12.55 400 4.18 0.0006
2023-02-10 2022-12-31 13F JEFFERIES FINL GROUP COM 47233W109 11,192 -128 -1.13 384 14.67 0.0006
2022-11-03 2022-09-30 13F JEFFERIES FINL GROUP COM 47233W109 11,320 3,858 51.70 334 62.14 0.0006
2022-08-15 2022-06-30 13F JEFFERIES FINL GROUP COM 47233W109 7,462 -3,276 -30.51 206 -41.64 0.0003
2022-05-16 2022-03-31 13F JEFFERIES FINL GROUP COM 47233W109 10,738 -918 -7.88 353 -21.90 0.0005
2022-02-11 2021-12-31 13F JEFFERIES FINL GROUP COM 47233W109 11,656 435 3.88 452 8.39 0.0007
2021-11-10 2021-09-30 13F JEFFERIES FINL GROUP COM 47233W109 11,221 4,981 79.82 417 95.77 0.0007
2021-08-04 2021-06-30 13F JEFFERIES FINL GROUP COM 47233W109 6,240 -6,296 -50.22 213 -43.50 0.0004
2021-04-30 2021-03-31 13F CreativePlanning COM 47233W109 12,536 12,536 377 0.0008
2021-01-29 2020-12-31 13F JEFFERIES FINL GROUP COM 47233W109 0 -18,398 -100.00 0 -100.00
2020-11-05 2020-09-30 13F JEFFERIES FINL GROUP COM 47233W109 18,398 -89 -0.48 331 15.33 0.0009
2020-07-23 2020-06-30 13F JEFFERIES FINL GROUP COM 47233W109 18,487 -1,224 -6.21 287 6.69 0.0008
2020-05-05 2020-03-31 13F JEFFERIES FINL GROUP COM 47233W109 19,711 3,987 25.36 269 -19.94 0.0010
2020-01-30 2019-12-31 13F JEFFERIES FINL GROUP COM 47233W109 15,724 200 1.29 336 17.48 0.0010
2019-11-01 2019-09-30 13F JEFFERIES FINL GROUP COM 47233W109 15,524 -87 -0.56 286 -4.67 0.0009
2019-07-26 2019-06-30 13F JEFFERIES FINL GROUP COM 47233W109 15,611 -429 -2.67 300 -0.33 0.0010
2019-04-24 2019-03-31 13F JEFFERIES FINL GROUP COM 47233W109 16,040 -4,269 -21.02 301 -14.73 0.0011
2019-02-12 2018-12-31 13F/A-1 JEFFERIES FINL GROUP COM 47233W109 20,309 -1,731 -7.85 353 -27.07 0.0014
2019-02-01 2018-12-31 13F JEFFERIES FINL GROUP COM 47233W109 20,309 353
2018-10-25 2018-09-30 13F JEFFERIES FINL GROUP COM 47233W109 22,040 6,398 40.90 484 35.96 0.0018
2018-07-20 2018-06-30 13F JEFFERIES FINL GROUP COM 47233W109 15,642 3,977 34.09 356 34.34 0.0014
2018-04-18 2018-03-31 13F LEUCADIA NATL COM 527288104 11,665 -775 -6.23 265 -19.70 0.0011
2018-01-17 2017-12-31 13F LEUCADIA NATL COM 527288104 12,440 434 3.61 330 8.91 0.0014
2017-10-17 2017-09-30 13F LEUCADIA NATL COM 527288104 12,006 -310 -2.52 303 -5.90 0.0014
2017-07-12 2017-06-30 13F LEUCADIA NATL COM 527288104 12,316 55 0.45 322 0.94 0.0016
2017-04-07 2017-03-31 13F LEUCADIA NATL COM 527288104 12,261 401 3.38 319 15.58 0.0017
2017-01-09 2016-12-31 13F LEUCADIA NATL COM 527288104 11,860 -3,040 -20.40 276 -2.82 0.0017
2016-10-12 2016-09-30 13F LEUCADIA NATL COM 527288104 14,900 272 1.86 284 12.25 0.0018
2016-07-12 2016-06-30 13F LEUCADIA NATL COM 527288104 14,628 3,807 35.18 253 44.57 0.0018
2016-04-08 2016-03-31 13F LEUCADIA NATL COM 527288104 10,821 -3,093 -22.23 175 -27.69 0.0014
2016-01-11 2015-12-31 13F LEUCADIA NATL COM 527288104 13,914 -2,599 -15.74 242 -27.76 0.0020
2015-10-09 2015-09-30 13F LEUCADIA NATL COM 527288104 16,513 3,429 26.21 335 5.35 0.0030
2015-07-09 2015-06-30 13F LEUCADIA NATL COM 527288104 13,084 727 5.88 318 15.64 0.0029
2015-04-13 2015-03-31 13F LEUCADIA NATL COM 527288104 12,357 12,357 0.00 275 0.0026
2015-01-29 2014-12-31 13F LEUCADIA NATL COM 527288104 0 -9,466 -100.00 0 -100.00
2014-10-10 2014-09-30 13F LEUCADIA NATL COM 527288104 9,466 485 5.40 226 -3.83 0.0026
2014-08-20 2014-06-30 13F LEUCADIA NATL COM 527288104 8,981 22 0.25 235 -6.37 0.0030
2014-04-11 2014-03-31 13F LEUCADIA NATL COM 527288104 8,959 -812 -8.31 251 -9.39 0.0038
2014-01-06 2013-12-31 13F LEUCADIA NATL COM 527288104 9,771 1,369 16.29 277 20.96 0.0047
2013-10-10 2013-09-30 13F LEUCADIA NATL COM 527288104 8,402 1,565 22.89 229 27.93 0.0045
2013-07-09 2013-06-30 13F LEUCADIA NATL COM 527288104 6,837 6,837 179 0.0042
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.