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JEF Jefferies

Financials, filed as JEFFERIES FINL GROUP INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2

  • 5 Owners
  • Max 3.4%
  • $306M
  • 1 add 2 small

In 2026 Q2 Ron Baron added to Jefferies.

Who owns this now

Largest portfolio weights among holders, up to 3.4% (Francis Chou, Chou Associates Management). Not free-float ownership.

  1. Francis Chou 3.4%
  2. First Pacific Advisors Add 1.7%
  3. Steven Check Add 0.94%
  4. Ron Baron Add 0.16%
  5. Warren Buffett 0.01%

Who owns JEF

Sorted by value, long equity only, as of 2026 Q2.

History
First Pacific Advisors 1.7%, was 1.5% Small add +4.6% 2,704,265 $135M History
Ron Baron, Bamco Inc. (Baron Capital) 0.16% Add +40.0% 2,141,744 $107M History
Steven Check, Check Capital Management 0.94%, was 0.81% Small add +0.8% 685,910 $34M History
Warren Buffett, Berkshire Hathaway 0.01% Hold 433,558 $22M History
Francis Chou, Chou Associates Management 3.4% Hold 149,237 $7.5M History

5 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by JEF's executives, directors and 10% owners in the last 12 months, from their Form 4s

All JEF insider trades
  • $677M bought by 1 insider
  • $52 sold by 1 insider outside a trading plan
  • None no planned (10b5-1) sales
  1. Sumitomo Mitsui Financial Group, Inc. Director
    Buy
    $324M 5,906,542 shares at $54.86 +222% to stake
    Traded Jul 15 Filed Aug 21
    ↗
  2. Sumitomo Mitsui Financial Group, Inc. Director
    Buy
    $353M 6,429,337 shares at $54.83 New stake
    Traded May 1 Filed Jun 29
    ↗
  3. Brian P Friedman President
    Sale
    $52 1 share at $51.90 <0.1% of stake
    Traded May 6 Filed May 8
    ↗

Also filed in the last 12 months, not counted as buying or selling: 46 stock grants, 21 gifts, 5 sales back to the company, 5 option exercises, and 4 share withholdings for taxes.

Congress

No member of Congress reported trading JEF in the last three years. 1 member listed it in 2025 annual reports.

All Congress trades

SEC filings

Recent issuer filings from EDGAR, 25 shown.

Filed Form Detail Links
424B2 Filing Doc
424B2 FORM 424B2 Filing Doc
424B2 FORM 424B2 Filing Doc
424B2 FORM 424B2 Filing Doc
424B2 FORM 424B2 Filing Doc
424B2 FORM 424B2 Filing Doc
424B2 FORM 424B2 Filing Doc
424B2 FORM 424B2 Filing Doc
424B2 FORM 424B2 Filing Doc
424B2 FORM 424B2 Filing Doc
424B2 FORM 424B2 Filing Doc
424B2 FORM 424B2 Filing Doc
424B2 FORM 424B2 Filing Doc
424B2 FORM 424B2 Filing Doc
424B2 FORM 424B2 Filing Doc
424B2 FORM 424B2 Filing Doc
424B2 FORM 424B2 Filing Doc
424B2 FORM 424B2 Filing Doc
424B2 FORM 424B2 Filing Doc
424B2 FORM 424B2 Filing Doc
424B2 FORM 424B2 Filing Doc
424B2 FORM 424B2 Filing Doc
424B2 FORM 424B2 Filing Doc
424B2 FORM 424B2 Filing Doc
424B2 FORM 424B2 Filing Doc

Source: SEC EDGAR submissions, updated about 3 hours ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $3.23B $4.86B $5.55B
Gross profit * $3.2B $4.65B $5.36B
Gross margin * 99.1% 95.8% 96.6%

Balance sheet

Metric FY2023 FY2024 FY2025
Total assets $57.91B $64.36B $76.01B
Total equity $9.71B $10.16B $10.57B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$1.93B — —
Cash from investing -$12.2M $210.31M -$298.81M
Cash from financing $1.06B — —
Net change in cash -$0.831B $3.35B $1.8B

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.