Jefferies Financial Group Inc.
MX ˙ BMV ˙ US47233W1099
SecurityMX:JEF / Jefferies Financial Group Inc.
InstitutionLPL Financial LLC
Latest Disclosed Ownership125,965 shares
Latest Disclosed Value $ 5,198,567
LPL Financial LLC reports 61.25% decrease in ownership of JEF / Jefferies Financial Group Inc.

On May 6, 2026 - LPL Financial LLC filed a 13F-HR form disclosing ownership of 125,965 shares of Jefferies Financial Group Inc. (MX:JEF) valued at $5,198,567 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 325,092 shares of Jefferies Financial Group Inc.. This represents a change in shares of -61.25% 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)
2026-05-06 2026-03-31 13F JEFFERIES FINANCIAL GROUP IN COM 47233W109 125,965 -199,127 -61.25 5,199 -74.20 0.0014
2026-02-11 2025-12-31 13F JEFFERIES FINL GROUP COM 47233W109 325,092 -34,711 -9.65 20,146 -14.41 0.0055
2025-11-12 2025-09-30 13F JEFFERIES FINL GROUP COM 47233W109 359,803 2,455 0.69 23,538 20.44 0.0069
2025-08-12 2025-06-30 13F JEFFERIES FINL GROUP COM 47233W109 357,348 10,466 3.02 19,543 5.17 0.0065
2025-05-07 2025-03-31 13F JEFFERIES FINL GROUP COM 47233W109 346,882 -28,649 -7.63 18,582 -36.88 0.0072
2025-02-11 2024-12-31 13F JEFFERIES FINL GROUP COM 47233W109 375,531 261,061 228.06 29,442 317.90 0.0120
2024-11-08 2024-09-30 13F JEFFERIES FINL GROUP COM 47233W109 114,470 7,966 7.48 7,046 32.95 0.0031
2024-08-07 2024-06-30 13F JEFFERIES FINL GROUP COM 47233W109 106,504 -4,962 -4.45 5,300 7.81 0.0026
2024-05-10 2024-03-31 13F JEFFERIES FINL GROUP COM 47233W109 111,466 286 0.26 4,916 9.42 0.0026
2024-02-14 2023-12-31 13F JEFFERIES FINL GROUP COM 47233W109 111,180 8,693 8.48 4,493 19.66 0.0027
2023-11-13 2023-09-30 13F JEFFERIES FINL GROUP COM 47233W109 102,487 395 0.39 3,754 10.87 0.0026
2023-07-31 2023-06-30 13F JEFFERIES FINL GROUP COM 47233W109 102,092 8,232 8.77 3,386 13.66 0.0024
2023-05-10 2023-03-31 13F JEFFERIES FINL GROUP COM 47233W109 93,860 63,772 211.95 2,979 188.94 0.0023
2023-02-07 2022-12-31 13F JEFFERIES FINL GROUP COM 47233W109 30,088 1,366 4.76 1,031 21.72 0.0009
2022-11-14 2022-09-30 13F JEFFERIES FINL GROUP COM 47233W109 28,722 1,761 6.53 847 13.69 0.0008
2022-08-12 2022-06-30 13F JEFFERIES FINL GROUP COM 47233W109 26,961 -2,180 -7.48 745 -22.15 0.0007
2022-05-16 2022-03-31 13F JEFFERIES FINL GROUP COM 47233W109 29,141 -227,186 -88.63 957 -90.38 0.0008
2022-02-14 2021-12-31 13F JEFFERIES FINL GROUP COM 47233W109 256,327 -3,349 -1.29 9,945 3.14 0.0083
2021-11-15 2021-09-30 13F JEFFERIES FINL GROUP COM 47233W109 259,676 13,324 5.41 9,642 14.45 0.0091
2021-08-13 2021-06-30 13F JEFFERIES FINL GROUP COM 47233W109 246,352 11,867 5.06 8,425 19.37 0.0085
2021-05-14 2021-03-31 13F JEFFERIES FINL GROUP COM 47233W109 234,485 223,642 2,062.55 7,058 2,543.45 0.0081
2021-02-12 2020-12-31 13F JEFFERIES FINL GROUP COM 47233W109 10,843 -230 -2.08 267 34.17 0.0003
2020-11-09 2020-09-30 13F JEFFERIES FINL GROUP COM 47233W109 11,073 592 5.65 199 22.09 0.0003
2020-08-13 2020-06-30 13F JEFFERIES FINL GROUP COM 47233W109 10,481 -2,246 -17.65 163 -6.32 0.0003
2020-05-14 2020-03-31 13F JEFFERIES FINL GROUP COM 47233W109 12,727 12,727 174 0.0004
2019-11-13 2019-09-30 13F JEFFERIES FINL GROUP COM 47233W109 0 -10,573 -100.00 0 -100.00
2019-08-09 2019-06-30 13F JEFFERIES FINL GROUP COM 47233W109 10,573 10,573 203 0.0004
2019-05-08 2019-03-31 13F JEFFERIES FINL GROUP COM 47233W109 0 -13,274 -100.00 0 -100.00
2019-02-07 2018-12-31 13F JEFFERIES FINL GROUP COM 47233W109 13,274 -3,064 -18.75 230 -35.93 0.0006
2018-11-14 2018-09-30 13F JEFFERIES FINL GROUP COM 47233W109 16,338 3,111 23.52 359 19.27 0.0009
2018-08-14 2018-06-30 13F JEFFERIES FINL GROUP COM 47233W109 13,227 1,185 9.84 301 9.85 0.0008
2018-05-15 2018-03-31 13F LEUCADIA NATL COM 527288104 12,042 -11,276 -48.36 274 -55.66 0.0008
2018-02-14 2017-12-31 13F LEUCADIA NATL COM 527288104 23,318 -6,341 -21.38 618 -17.49 0.0019
2017-11-14 2017-09-30 13F LEUCADIA NATL COM 527288104 29,659 -10,381 -25.93 749 -28.46 0.0026
2017-08-14 2017-06-30 13F LEUCADIA NATL COM 527288104 40,040 -686 -1.68 1,047 -1.13 0.0040
2017-05-15 2017-03-31 13F LEUCADIA NATIONAL COM 527288104 40,726 -2,772 -6.37 1,059 4.44 0.0072
2017-02-13 2016-12-31 13F LEUCADIA NATIONAL COM 527288104 43,498 -2,475 -5.38 1,014 16.96 0.0077
2016-11-16 2016-09-30 13F LEUCADIA NATIONAL COM 527288104 45,973 -845 -1.80 867 7.43 0.0082
2016-08-15 2016-06-30 13F LEUCADIA NATIONAL COM 527288104 46,818 -10,699 -18.60 807 -12.19 0.0068
2016-05-16 2016-03-31 13F LEUCADIA NATIONAL COM 527288104 57,517 -37,671 -39.58 919 -43.41 0.0026
2016-02-12 2015-12-31 13F LEUCADIA NATIONAL COM 527288104 95,188 36,747 62.88 1,624 38.45 0.0045
2015-11-13 2015-09-30 13F LEUCADIA NATIONAL COM 527288104 58,441 -10,709 -15.49 1,173 -30.47 0.0065
2015-08-14 2015-06-30 13F LEUCADIA NATIONAL COM 527288104 69,150 42,220 156.78 1,687 180.70 0.0086
2015-05-14 2015-03-31 13F LEUCADIA NATIONAL COM 527288104 26,930 13,418 99.30 601 98.35 0.0031
2015-02-13 2014-12-31 13F LEUCADIA NATIONAL COM 527288104 13,512 3,405 33.69 303 27.85 0.0017
2014-11-10 2014-09-30 13F LEUCADIA NATIONAL COM 527288104 10,107 1,784 21.43 237 8.72 0.0014
2014-08-05 2014-06-30 13F/A-1 LEUCADIA NATIONAL COM 527288104 8,323 -202 -2.37 218 -8.79 0.0013
2014-08-05 2014-06-30 13F LEUCADIA NATIONAL COM 527288104 8,323 1,693
2014-05-12 2014-03-31 13F LEUCADIA NATIONAL COM 527288104 8,525 -21,099 -71.22 239 -71.55 0.0015
2014-02-13 2013-12-31 13F LEUCADIA NATIONAL COM 527288104 29,624 -21,065 -41.56 840 -41.99 0.0052
2013-11-04 2013-09-30 13F LEUCADIA NATIONAL COM 527288104 50,689 -1,513 -2.90 1,448 5.77 0.0096
2013-08-15 2013-06-30 13F LEUCADIA NATIONAL COM 527288104 52,202 52,202 1,369 0.0098
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.