Jefferies Financial Group Inc.
US ˙ NYSE ˙ US47233W1099

SecurityJEF / Jefferies Financial Group Inc.
InstitutionSei Investments Co
Latest Disclosed Ownership982,398 shares
Latest Disclosed Value $ 60,879,338
Sei Investments Co reports 71.11% increase in ownership of JEF / Jefferies Financial Group Inc.

On February 13, 2026 - Sei Investments Co filed a 13F-HR form disclosing ownership of 982,398 shares of Jefferies Financial Group Inc. (US:JEF) valued at $60,879,204 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 13, 2025 disclosing 574,119 shares of Jefferies Financial Group Inc.. This represents a change in shares of 71.11% during the quarter. The current value of the position is $51,900,086 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)
2026-02-13 2025-12-31 13F JEFFERIES FINL GROUP COM 47233W109 982,398 408,279 71.11 60,879 62.09 0.0601
2025-11-13 2025-09-30 13F JEFFERIES FINL GROUP COM 47233W109 574,119 76,894 15.46 37,559 38.12 0.0404
2025-08-14 2025-06-30 13F JEFFERIES FINL GROUP COM 47233W109 497,225 119,835 31.75 27,193 34.51 0.0315
2025-05-14 2025-03-31 13F/A-1 JEFFERIES FINL GROUP COM 47233W109 377,390 -45,643 -10.79 20,217 -39.04 0.0260
2025-05-13 2025-03-31 13F JEFFERIES FINL GROUP COM 47233W109 417,939 -5,094 32,371 0.0352
2025-02-11 2024-12-31 13F JEFFERIES FINL GROUP COM 47233W109 423,033 27,228 6.88 33,166 36.14 0.0426
2024-11-12 2024-09-30 13F JEFFERIES FINL GROUP COM 47233W109 395,805 18,069 4.78 24,362 29.61 0.0316
2024-08-13 2024-06-30 13F JEFFERIES FINL GROUP COM 47233W109 377,736 1,139 0.30 18,796 13.18 0.0266
2024-05-07 2024-03-31 13F JEFFERIES FINL GROUP COM 47233W109 376,597 180,702 92.24 16,608 109.79 0.0243
2024-02-14 2023-12-31 13F JEFFERIES FINL GROUP COM 47233W109 195,895 25,023 14.64 7,916 26.47 0.0127
2023-11-14 2023-09-30 13F JEFFERIES FINL GROUP COM 47233W109 170,872 40,909 31.48 6,260 45.22 0.0112
2023-08-11 2023-06-30 13F JEFFERIES FINL GROUP COM 47233W109 129,963 8,481 6.98 4,311 11.80 0.0075
2023-05-12 2023-03-31 13F JEFFERIES FINL GROUP COM 47233W109 121,482 66,551 121.15 3,856 104.73 0.0072
2023-02-10 2022-12-31 13F JEFFERIES FINL GROUP COM 47233W109 54,931 -9,188 -14.33 1,883 -0.42 0.0042
2022-11-14 2022-09-30 13F JEFFERIES FINL GROUP COM 47233W109 64,119 6,786 11.84 1,891 17.89 0.0042
2022-08-15 2022-06-30 13F JEFFERIES FINL GROUP COM 47233W109 57,333 22,812 66.08 1,604 36.74 0.0035
2022-05-13 2022-03-31 13F JEFFERIES FINL GROUP COM 47233W109 34,521 -97,686 -73.89 1,173 -77.39 0.0024
2022-02-14 2021-12-31 13F JEFFERIES FINL GROUP COM 47233W109 132,207 62,350 89.25 5,187 95.22 0.0097
2021-11-12 2021-09-30 13F JEFFERIES FINL GROUP COM 47233W109 69,857 -92,099 -56.87 2,657 -52.61 0.0056
2021-08-06 2021-06-30 13F JEFFERIES FINL GROUP COM 47233W109 161,956 161,956 5,607 0.0124
2020-08-17 2020-06-30 13F/A-1 JEFFERIES FINL GROUP COM 47233W109 0 -25,952 -100.00 0 -100.00
2020-05-14 2020-03-31 13F JEFFERIES FINL GROUP COM 47233W109 25,952 -59,856 -69.76 346 -81.05 0.0013
2020-02-06 2019-12-31 13F JEFFERIES FINL GROUP COM 47233W109 85,808 55,604 184.09 1,826 226.65 0.0054
2019-11-12 2019-09-30 13F JEFFERIES FINL GROUP COM 47233W109 30,204 18,829 165.53 559 155.25 0.0014
2019-08-14 2019-06-30 13F JEFFERIES FINL GROUP COM 47233W109 11,375 -35,482 -75.72 219 -75.11 0.0007
2019-05-15 2019-03-31 13F JEFFERIES FINL GROUP COM 47233W109 46,857 40,276 612.00 880 556.72 0.0030
2019-02-13 2018-12-31 13F JEFFERIES FINL GROUP COM 47233W109 6,581 2,300 53.73 134 42.55 0.0005
2018-11-08 2018-09-30 13F JEFFERIES FINL GROUP COM 47233W109 4,281 -4,257 -49.86 94 -51.55 0.0003
2018-08-03 2018-06-30 13F JEFFERIES FINL GROUP COM 47233W109 8,538 -27,820 -76.52 194 -76.51 0.0007
2018-05-11 2018-03-31 13F LEUCADIA NATL COM 527288104 36,358 -20,314 -35.84 826 -44.97 0.0032
2018-02-08 2017-12-31 13F LEUCADIA NATL COM 527288104 56,672 -12,979 -18.63 1,501 -14.67 0.0052
2017-11-06 2017-09-30 13F LEUCADIA NATL COM 527288104 69,651 -637 -0.91 1,759 -4.35 0.0063
2017-07-31 2017-06-30 13F LEUCADIA NATL COM 527288104 70,288 7,473 11.90 1,839 12.61 0.0073
2017-05-05 2017-03-31 13F LEUCADIA NATL COM 527288104 62,815 31,189 98.62 1,633 122.18 0.0072
2017-02-02 2016-12-31 13F LEUCADIA NATL COM 527288104 31,626 6,529 26.02 735 54.09 0.0036
2016-11-04 2016-09-30 13F LEUCADIA NATL COM 527288104 25,097 499 2.03 477 11.71 0.0024
2016-08-11 2016-06-30 13F LEUCADIA NATL COM 527288104 24,598 23,806 3,005.81 427 3,458.33 0.0026
2016-05-10 2016-03-31 13F/A-1 LEUCADIA NATL COM 527288104 792 95 13.63 12 0.00 0.0001
2016-02-03 2015-12-31 13F LEUCADIA NATL COM 527288104 697 -500 -41.77 12 -52.00 0.0001
2015-11-02 2015-09-30 13F/A-1 LEUCADIA NATL COM 527288104 1,197 -22 -1.80 25 -16.67 0.0002
2015-10-30 2015-09-30 13F LEUCADIA NATL COM 527288104 1,197 25
2015-08-07 2015-06-30 13F/A-1 LEUCADIA NATL COM 527288104 1,219 760 165.58 30 328.57 0.0003
2015-08-04 2015-06-30 13F LEUCADIA NATL COM 527288104 1,219 760 30 0.0003
2015-05-14 2015-03-31 13F/A-1 LEUCADIA NATL COM 527288104 459 18 4.08 7 0.00 0.0001
2015-05-01 2015-03-31 13F LENDINGTREE INC COM 527288104 459 7
2015-02-10 2014-12-31 13F LEUCADIA NATL COM 527288104 441 441 7 0.0001
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.