Company Analysis

Jefferies Financial Group Inc. (JEF)

NYSE: JEF · Security Brokers, Dealers & Flotation Companies · New York, NY · filing with the SEC since 1994
Grade4.7
◀ Past 4.5● Present 5.1▶ Future 4.4

Who owns Jefferies Financial Group Inc.

As filed with the SEC
Holders of 5% or more
0
No Schedule 13D or 13G naming this company is on file.
Directors and officers
14
report now, of 24 people on the record since 2006. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 0 named at left.
Holders of 5% or moreshare of the class, as filed
The Vanguard Group
SCHEDULE 13G/A · filed Mar 27, 2026 · Common Stock · reported falling below 5%
under 5%
What JEF reports owning in othersstakes of 5% or more, and other ties
AdaptHealth Corp. AHCO
SCHEDULE 13G/A · filed Feb 13, 2025 · Common Stock, par value $0.0001 per share · reported falling below 5%
under 5%
Other ties the annual report names
Jefferies Inc
An entity · legal entity · owns, named in the 10-K filed Jan 28, 2026
Jefferies LLC
An entity · legal entity · owns, named in the 10-K filed Jan 28, 2026
Arcadia Leasing II LLC
An investee · investee · invested in, named in the 10-K filed Jan 28, 2026
Berkadia Commercial Mortgage, LLC
An investee · investee · invested in, named in the 10-K filed Jan 28, 2026
Golden Queen Mining Company
An investee · investee · invested in, named in the 10-K filed Jan 28, 2026
Hildene Insurance Holdings, LLC
An investee · investee · invested in, named in the 10-K filed Jan 28, 2026
Jefferies Finance LLC
An investee · investee, joint venture · invested in, named in the 10-K filed Jan 28, 2026
Monashee's Separate Managed Accounts
An investee · investee · invested in, named in the 10-K filed Jan 28, 2026

54 subsidiaries in 12 countries, from the list filed with the 10-K filed Jan 28, 2026. Its Form 13F-HR for Jun 30, 2026 lists 1,621 holdings. The record carries no value for them.

Insider tradesForm 4
2sales
4purchases
0sales on a scheduled plan
1people selling
$0sold, in dollars
$1.31Bbought, in dollars
Open-market trades on Form 4 from Oct 30, 2025 to Oct 30, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
161719202122232426
2026 runs to Oct 30, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window2 of 24 on the roster
PersonRole as filedSalesSoldOn a planBuysBought
Sumitomo Mitsui Financial Group, Inc.director0$004$1.31B
Friedman Brian PPresident2$000$0
SI Assistanton JEF · research, not advice