Jefferies Financial Group Inc.
Congressional Trades
Whale Activity
- Increased2
- New0
- Held1
- Decreased6
- Closed1
- No prior filing8
| Filer | Shares | Value | Change |
|---|---|---|---|
| BlackRock, Inc. | 16.7M | $834.9M | decreased |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7.1M | $355.3M | decreased |
| VANGUARD CAPITAL MANAGEMENT LLC | 6.7M | $334.5M | decreased |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 6.4M | $321.3M | — |
| TWO SIGMA INVESTMENTS, LP | 3.2M | $160.2M | increased |
| D. E. Shaw & Co., Inc. | 2.8M | $139.4M | increased |
| BECK MACK & OLIVER LLC | 1.2M | $61.1M | — |
| Moerus Capital Management LLC | 910.4K | $45.5M | — |
| CITADEL ADVISORS LLC | 474.8K | $23.7M | decreased |
| BERKSHIRE HATHAWAY INC | 433.6K | $21.7M | held |
| MILLENNIUM MANAGEMENT LLC | 406.8K | $20.3M | decreased |
| VALUEWORKS LLC | 369.1K | $18.4M | — |
KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.
Insider Trading
Recent Insider Transactions
| Insider | Type | Shares | Price | Value | Date | |
|---|---|---|---|---|---|---|
| SUMITOMO MITSUI FINANCIAL GROUP, INC.Director · Director | Purchase Amended | +5.9M | n/c | — | Jul 15, 2026 | Form 4 ↗ |
| HANDLER RICHARD BCEO · Director | Grant / award | +97.1K | $52.72 | $5.1M | May 29, 2026 | Form 4 ↗ |
| HANDLER RICHARD BCEO · Director | Tax withholding | −10.5K | $52.94 | $558K | May 29, 2026 | Form 4 ↗ |
| FRIEDMAN BRIAN PPresident · Director | Grant / award | +29.0K | $52.72 | $1.5M | May 29, 2026 | Form 4 ↗ |
| Sharp Michael J.EVP and General Counsel | Grant / award | +746 | $52.72 | $39K | May 29, 2026 | Form 4 ↗ |
| Larson Matthew ScottEVP, CFO | Grant / award | +746 | $52.72 | $39K | May 29, 2026 | Form 4 ↗ |
| Weiler MelissaDirector | Grant / award | +165 | $52.72 | $9K | May 29, 2026 | Form 4 ↗ |
| Ellis-Kirk MatriceDirector | Grant / award | +165 | $52.72 | $9K | May 29, 2026 | Form 4 ↗ |
| O Kane Michael TDirector | Grant / award | +538 | $52.72 | $28K | May 29, 2026 | Form 4 ↗ |
| BEYER ROBERT DDirector | Grant / award | +501 | $52.72 | $26K | May 29, 2026 | Form 4 ↗ |
| HANDLER RICHARD BCEO · Director | Disposition to issuer | −487 | $0.00 | $0 | May 28, 2026 | Form 4 ↗ |
| FRIEDMAN BRIAN PPresident · Director | Disposition to issuer | −464 | $0.00 | $0 | May 28, 2026 | Form 4 ↗ |
| HANDLER RICHARD BCEO · Director | Tax withholding | −1.4M | $52.43 | $75.5M | May 23, 2026 | Form 4 ↗ |
| FRIEDMAN BRIAN PPresident · Director | Sale | −0 | $51.88 | $13 | May 6, 2026 | Form 4 ↗ |
| FRIEDMAN BRIAN PPresident · Director | Sale | −1 | $51.91 | $38 | May 6, 2026 | Form 4 ↗ |
| SUMITOMO MITSUI FINANCIAL GROUP, INC.Director | Purchase Amended | +6.4M | $54.83 | $352.5M | May 1, 2026 | Form 4 ↗ |
| SUMITOMO MITSUI FINANCIAL GROUP, INC.Director | Purchase | +6.4M | $48.22 | $310.0M | May 1, 2026 | Form 4 ↗ |
| SUMITOMO MITSUI FINANCIAL GROUP, INC.Director | Option exercise | +9.2M | — | — | Apr 27, 2026 | Form 4 ↗ |
| SUMITOMO MITSUI FINANCIAL GROUP, INC.Director | Option exercise | −9.2M | — | — | Apr 27, 2026 | Form 4 ↗ |
| Weiler MelissaDirector | Grant / award | +5,461 | $40.28 | $220K | Mar 26, 2026 | Form 4 ↗ |
Fund Holders
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF iShares Trust | 5.6M | $279.7M | 0.22% | Jun 30, 2026 |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 4.5M | $227.1M | 0.01% | Jun 30, 2026 |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 3.3M | $164.1M | 0.09% | Jun 30, 2026 |
| FPA Crescent Fund Investment Managers Series Trust III | 2.3M | $113.8M | 0.91% | Jun 30, 2026 |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 2.1M | $103.9M | 0.15% | Jun 30, 2026 |
| Baron Focused Growth Fund BARON SELECT FUNDS | 1.9M | $96.5M | 1.71% | Jun 30, 2026 |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 1.9M | $93.7M | 0.10% | Jun 30, 2026 |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 1.8M | $91.2M | 0.31% | Jun 30, 2026 |
| State Street SPDR S&P MidCap 400SM ETF Trust SPDR S&P MIDCAP 400 ETF TRUST | 1.3M | $62.9M | 0.22% | Jun 30, 2026 |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 912.8K | $48.1M | 0.05% | May 31, 2026 |
Mutual funds and ETFs whose N-PORT filings list JEF's shares (CUSIP 47233W109), each fund at its latest report since Mar 8, 2026, largest positions first. Bonds, options and short positions are left out.
Activist & Passive Stakes
No 13D/13G beneficial-ownership filings on record.
Corporate Lobbying
No lobbying filings found naming Jefferies Financial Group Inc. as the client.
Government Contracts
No federal contract awards found for Jefferies Financial Group Inc..
U.S. Patents
No USPTO patent applications found for Jefferies Financial Group Inc..
Annual Financials
No annual XBRL figures on record for JEF. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
- 22-for-21Stock splitJan 17, 2023
- 16-for-15Stock splitSep 27, 2019
- 2-for-1Stock splitJun 15, 2006
- 3-for-2Stock splitJan 3, 2005
- 2-for-1Stock splitNov 16, 1995
- 2-for-1Stock splitJan 11, 1993
Split dates and ratios from the price history · Close Prices from Tiingo.com




