Jefferies Financial Group Inc.
US ˙ NYSE ˙ US47233W1099

SecurityJEF / Jefferies Financial Group Inc.
InstitutionPinnacle Associates Ltd
Latest Disclosed Ownership8,881 shares
Latest Disclosed Value $ 366,521
Pinnacle Associates Ltd reports 45.10% decrease in ownership of JEF / Jefferies Financial Group Inc.

On April 21, 2026 - Pinnacle Associates Ltd filed a 13F-HR form disclosing ownership of 8,881 shares of Jefferies Financial Group Inc. (US:JEF) valued at $366,519 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 16,178 shares of Jefferies Financial Group Inc.. This represents a change in shares of -45.10% during the quarter. The current value of the position is $469,183 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)
2026-04-21 2026-03-31 13F JEFFERIES FINANCIAL GROUP IN COM 47233W109 8,881 -7,297 -45.10 367 -63.47 0.0047
2026-02-05 2025-12-31 13F JEFFERIES FINL GROUP COM 47233W109 16,178 6,941 75.14 1,003 65.89 0.0127
2025-11-13 2025-09-30 13F JEFFERIES FINL GROUP COM 47233W109 9,237 2 0.02 604 19.60 0.0080
2025-08-04 2025-06-30 13F JEFFERIES FINL GROUP COM 47233W109 9,235 502 5.75 505 8.14 0.0073
2025-05-06 2025-03-31 13F JEFFERIES FINL GROUP COM 47233W109 8,733 317 3.77 468 -29.14 0.0069
2025-02-14 2024-12-31 13F JEFFERIES FINL GROUP COM 47233W109 8,416 -1,801 -17.63 660 59.95 0.0090
2024-10-25 2024-09-30 13F JEFFERIES FINL GROUP COM 47233W109 10,217 1,854 22.17 413 -0.96 0.0070
2024-07-30 2024-06-30 13F JEFFERIES FINL GROUP COM 47233W109 8,363 -460 -5.21 416 6.94 0.0065
2024-04-26 2024-03-31 13F JEFFERIES FINL GROUP COM 47233W109 8,823 -1,394 -13.64 389 -5.58 0.0061
2024-01-19 2023-12-31 13F JEFFERIES FINL GROUP COM 47233W109 10,217 507 5.22 413 16.06 0.0069
2023-10-24 2023-09-30 13F JEFFERIES FINL GROUP COM 47233W109 9,710 -1,193 -10.94 356 -1.66 0.0066
2023-07-27 2023-06-30 13F JEFFERIES FINL GROUP COM 47233W109 10,903 3,603 49.36 362 56.28 0.0063
2023-05-05 2023-03-31 13F JEFFERIES FINL GROUP COM 47233W109 7,300 7,300 232 0.0047
2022-05-05 2022-03-31 13F JEFFERIES FINL GROUP COM 47233W109 0 -52,730 -100.00 0 -100.00
2022-02-02 2021-12-31 13F JEFFERIES FINL GROUP COM 47233W109 52,730 13,760 35.31 2,046 41.40 0.0353
2021-10-19 2021-09-30 13F JEFFERIES FINL GROUP COM 47233W109 38,970 38,970 1,447 0.0267
2016-02-11 2015-12-31 13F/A-1 LEUCADIA NATL COM 527288104 0 -11,585 -100.00 0 -100.00
2015-11-10 2015-09-30 13F LEUCADIA NATL COM 527288104 11,585 -2,460 -17.52 235 -31.09 0.0052
2015-08-12 2015-06-30 13F LEUCADIA NATL COM 527288104 14,045 300 2.18 341 11.44 0.0063
2015-05-15 2015-03-31 13F Leucadia National COM 527288104 13,745 -8,520 -38.27 306 -38.68 0.0057
2015-02-12 2014-12-31 13F Leucadia National COM 527288104 22,265 -6,300 -22.05 499 -26.73 0.0098
2014-11-12 2014-09-30 13F Leucadia National COM 527288104 28,565 -8,495 -22.92 681 -29.94 0.0139
2014-08-14 2014-06-30 13F Leucadia National COM 527288104 37,060 3,435 10.22 972 3.18 0.0190
2014-05-14 2014-03-31 13F Leucadia National COM 527288104 33,625 -890 -2.58 942 -3.68 0.0184
2014-02-12 2013-12-31 13F Leucadia National COM 527288104 34,515 1,275 3.84 978 8.07 0.0191
2013-11-14 2013-09-30 13F Leucadia National COM 527288104 33,240 3,130 10.40 905 14.70 0.0187
2013-08-13 2013-06-30 13F Leucadia National COM 527288104 30,110 30,110 789 0.0177
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.