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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
Logos by elbstream.com
  1. Home/
  2. Super Investors/
  3. Jefferies Financial Group
  • Overview
  • Portfolio1.4k
  • Performance8Q
  • Options396
  • Activity10k
  • News

Jefferies Financial Group

Share
  • Asset Manager · CIK 0000096223
  • Large Fund

Jefferies Financial Group, an asset manager overseeing $12.21B in disclosed equity holdings (SEC CIK 0000096223). The latest portfolio (2025Q4) discloses 1428 positions across 11 sectors, with the largest positions in SPY, IWM and NVDA. On a mark-to-market basis the tracked portfolio has returned 23.4% since 2024Q1. OpenStocks tracks 8 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Jefferies's filingsView holdings↓
Portfolio
$12.21B
Positions
1428
Quarter
2025Q4
Filings tracked
8
Since filing+23.4%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q1

Holdings

Sorted by value · 2025Q4
1 / 20
75 of 1428
1
S
SPYSPDR S&P 500 ETF TRETF
6.53%
of portfolio
Number of shares
1,168,090 sh
Holdings current value
$796.54M
Avg closing price
$571.34
+24.0%
Last action
Added 7.2%
2025Q4
Current $708.45
2
I
IWMISHARES TRETF
3.48%
of portfolio
Number of shares
1,726,891 sh
Holdings current value
$425.09M
Avg closing price
$230.22
+19.7%
Last action
Added 18.6%
2025Q4
Current $275.52
3
N
NVDANVIDIA CORPORATION
Technology·Semiconductors
3.17%
of portfolio
Number of shares
2,073,147 sh
Holdings current value
$386.64M
Avg closing price
$184.30
+8.3%
Last action
Added 450.9%
2025Q4
Current $199.64
4
Q
QQQINVESCO QQQ TRETF
3.16%
of portfolio
Number of shares
628,367 sh
Holdings current value
$386.01M
Avg closing price
$539.61
+20.7%
Last action
Added 7.5%
2025Q4
Current $651.42
5
G
GOOGALPHABET INC
Communication Services·Internet Content & Information
2.01%
of portfolio
Number of shares
781,593 sh
Holdings current value
$245.26M
Avg closing price
$312.84
+8.0%
Last action
Added 10927.0%
2025Q4
Current $337.75
6
A
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
1.77%
of portfolio
Number of shares
934,388 sh
Holdings current value
$215.68M
Avg closing price
$227.44
+12.2%
Last action
Added 248.3%
2025Q4
Current $255.08
7
X
XBISPDR SER TRETF
1.71%
of portfolio
Number of shares
1,715,089 sh
Holdings current value
$209.12M
Avg closing price
$91.02
+47.8%
Last action
Added 13.9%
2025Q4
Current $134.49
8
C
CDTXCIDARA THERAPEUTICS INC
1.39%
of portfolio
Number of shares
766,520 sh
Holdings current value
$169.32M
Avg closing price
$138.90
Last action
Added 110.0%
2025Q4
Current —
9
I
INSMINSMED INC
Healthcare·Biotechnology
1.32%
of portfolio
Number of shares
926,339 sh
Holdings current value
$161.22M
Avg closing price
$170.21
-15.5%
Last action
Added 757.0%
2025Q4
Current $143.83
10
G
GOOGLALPHABET INC
Communication Services·Internet Content & Information
1.20%
of portfolio
Number of shares
468,369 sh
Holdings current value
$146.60M
Avg closing price
$307.26
+10.3%
Last action
Added 1515.5%
2025Q4
Current $338.89
11
P
PGPROCTER AND GAMBLE CO
Consumer Defensive·Household & Personal Products
1.17%
of portfolio
Number of shares
997,764 sh
Holdings current value
$142.99M
Avg closing price
$150.40
-3.1%
Last action
Added 122.7%
2025Q4
Current $145.71
12
G
GLDSPDR GOLD TRETF
1.10%
of portfolio
Number of shares
338,958 sh
Holdings current value
$134.33M
Avg closing price
$392.20
+9.9%
Last action
Added 1462.7%
2025Q4
Current $431.04
13
M
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
1.09%
of portfolio
Number of shares
274,648 sh
Holdings current value
$132.83M
Avg closing price
$484.98
-14.3%
Last action
Added 136.5%
2025Q4
Current $415.75
14
P
PTCTPTC THERAPEUTICS INC
Healthcare·Biotechnology
1.03%
of portfolio
Number of shares
1,658,481 sh
Holdings current value
$125.98M
Avg closing price
$52.07
+31.7%
Last action
Added 4.7%
2025Q4
Current $68.59
15
J
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
0.98%
of portfolio
Number of shares
370,202 sh
Holdings current value
$119.29M
Avg closing price
$318.95
-2.3%
Last action
Added 2514.6%
2025Q4
Current $311.69
16
M
MUMICRON TECHNOLOGY INC
Technology·Semiconductors
0.96%
of portfolio
Number of shares
412,469 sh
Holdings current value
$117.72M
Avg closing price
$273.58
+76.1%
Last action
Added 1253.2%
2025Q4
Current $481.72
17
G
G25508105CRH PLC
0.94%
of portfolio
Number of shares
920,736 sh
Holdings current value
$114.91M
Avg closing price
$109.33
Last action
Added 100.6%
2025Q4
Current —
18
A
ASHASHLAND GLOBAL HLDGS INC
Basic Materials·Specialty Chemicals
0.91%
of portfolio
Number of shares
1,900,000 sh
Holdings current value
$111.47M
Avg closing price
$57.44
-1.1%
Last action
Added 775.6%
2025Q4
Current $56.81
19
A
AAPLAPPLE INC
Technology·Consumer Electronics
0.89%
of portfolio
Number of shares
399,482 sh
Holdings current value
$108.60M
Avg closing price
$253.86
+7.7%
Last action
Added 123.9%
2025Q4
Current $273.43
20
C
CCITIGROUP INC
Financial Services·Banks - Diversified
0.86%
of portfolio
Number of shares
902,469 sh
Holdings current value
$105.31M
Avg closing price
$112.17
+14.6%
Last action
Added 522.5%
2025Q4
Current $128.51
21
R
RVMDREVOLUTION MEDICINES INC
Healthcare·Biotechnology
0.74%
of portfolio
Number of shares
1,141,195 sh
Holdings current value
$90.90M
Avg closing price
$79.14
+69.9%
Last action
Added 8678.4%
2025Q4
Current $134.48
22
C
CMACOMERICA INC
0.72%
of portfolio
Number of shares
1,006,259 sh
Holdings current value
$87.47M
Avg closing price
$86.22
+2.8%
Last action
Added 3520.3%
2025Q4
Current $88.67
23
T
TSLATESLA INC
Consumer Cyclical·Auto Manufacturers
0.69%
of portfolio
Number of shares
188,247 sh
Holdings current value
$84.66M
Avg closing price
$440.32
-15.1%
Last action
Added 8.0%
2025Q4
Current $373.72
24
B
BRK.BBERKSHIRE HATHAWAY INC DEL
0.69%
of portfolio
Number of shares
167,137 sh
Holdings current value
$84.01M
Avg closing price
$499.29
-5.8%
Last action
Added 35.6%
2025Q4
Current $470.55
25
V
VOOVANGUARD INDEX FDSETF
0.68%
of portfolio
Number of shares
131,444 sh
Holdings current value
$82.43M
Avg closing price
$485.91
+34.0%
Last action
Added 0.2%
2025Q4
Current $651.26
26
G
G76279101ROIVANT SCIENCES LTD
0.62%
of portfolio
Number of shares
3,514,833 sh
Holdings current value
$76.27M
Avg closing price
$21.57
Last action
New holding
2025Q4
Current —
27
H
HONHONEYWELL INTL INC
Industrials·Conglomerates
0.61%
of portfolio
Number of shares
382,273 sh
Holdings current value
$74.58M
Avg closing price
$195.40
+9.7%
Last action
Added 8521.4%
2025Q4
Current $214.34
28
C
CVXCHEVRON CORP NEW
Energy·Oil & Gas Integrated
0.61%
of portfolio
Number of shares
486,435 sh
Holdings current value
$74.14M
Avg closing price
$155.22
+20.9%
Last action
Trimmed 53.6%
2025Q4
Current $187.60
29
H
HLMNHILLMAN SOLUTIONS CORP
Industrials·Tools & Accessories
0.57%
of portfolio
Number of shares
7,997,201 sh
Holdings current value
$69.26M
Avg closing price
$10.63
-16.0%
Last action
Added 0.2%
2025Q4
Current $8.93
30
V
VICIVICI PPTYS INCREIT
Real Estate·REIT - Diversified
0.57%
of portfolio
Number of shares
2,462,331 sh
Holdings current value
$69.24M
Avg closing price
$30.64
-6.9%
Last action
Added 78.7%
2025Q4
Current $28.51
31
R
RYROYAL BK CDA
Financial Services·Banks - Diversified
0.56%
of portfolio
Number of shares
403,000 sh
Holdings current value
$68.71M
Avg closing price
$170.49
+2.6%
Last action
New holding
2025Q4
Current $174.91
32
T
TSMTAIWAN SEMICONDUCTOR MFG LTDADR
Technology·Semiconductors
0.54%
of portfolio
Number of shares
218,656 sh
Holdings current value
$66.45M
Avg closing price
$267.35
+43.1%
Last action
Trimmed 1.0%
2025Q4
Current $382.66
33
A
AMDADVANCED MICRO DEVICES INC
Technology·Semiconductors
0.54%
of portfolio
Number of shares
308,021 sh
Holdings current value
$65.97M
Avg closing price
$212.99
+43.4%
Last action
Added 6228.8%
2025Q4
Current $305.33
34
L
LLYLILLY ELI & CO
Healthcare·Drug Manufacturers - General
0.53%
of portfolio
Number of shares
60,336 sh
Holdings current value
$64.84M
Avg closing price
$763.35
+20.2%
Last action
Trimmed 79.9%
2025Q4
Current $917.65
35
B
BMOBANK MONTREAL QUE
Financial Services·Banks - Diversified
0.51%
of portfolio
Number of shares
479,492 sh
Holdings current value
$62.23M
Avg closing price
$129.29
+17.3%
Last action
Added 6300.1%
2025Q4
Current $151.63
36
A
ABVXABIVAX SAADR
Healthcare·Biotechnology
0.51%
of portfolio
Number of shares
457,325 sh
Holdings current value
$61.67M
Avg closing price
$84.90
+33.1%
Last action
New holding
2025Q3
Current $113.00
37
M
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
0.49%
of portfolio
Number of shares
104,917 sh
Holdings current value
$59.90M
Avg closing price
$528.70
-5.0%
Last action
Added 0.8%
2025Q4
Current $502.38
38
B
BKRBAKER HUGHES COMPANY
Energy·Oil & Gas Equipment & Services
0.49%
of portfolio
Number of shares
1,315,175 sh
Holdings current value
$59.89M
Avg closing price
$45.07
+43.1%
Last action
New holding
2025Q4
Current $64.49
39
V
VZVERIZON COMMUNICATIONS INC
Communication Services·Telecom Services
0.47%
of portfolio
Number of shares
1,408,478 sh
Holdings current value
$57.37M
Avg closing price
$40.96
+15.3%
Last action
Added 1006.7%
2025Q4
Current $47.22
40
W
WMTWALMART INC
Consumer Defensive·Discount Stores
0.46%
of portfolio
Number of shares
504,239 sh
Holdings current value
$56.18M
Avg closing price
$108.71
+21.5%
Last action
Added 657.4%
2025Q4
Current $132.03
41
T
TRSTRIMAS CORP
Consumer Cyclical·Packaging & Containers
0.45%
of portfolio
Number of shares
1,552,499 sh
Holdings current value
$55.04M
Avg closing price
$35.45
+2.1%
Last action
New holding
2025Q4
Current $36.20
42
F
F92124100TOTALENERGIES SE
0.45%
of portfolio
Number of shares
841,481 sh
Holdings current value
$54.92M
Avg closing price
$65.27
Last action
New holding
2025Q4
Current —
43
L
LIONLIONSGATE STUDIOS CORP
0.44%
of portfolio
Number of shares
5,828,265 sh
Holdings current value
$53.21M
Avg closing price
$5.82
+94.8%
Last action
Added 0.4%
2025Q4
Current $11.34
44
N
N44445109IMMATICS N.V
0.44%
of portfolio
Number of shares
5,059,551 sh
Holdings current value
$53.13M
Avg closing price
$10.03
Last action
Added 323.4%
2025Q4
Current —
45
M
MRKMERCK & CO INC
Healthcare·Drug Manufacturers - General
0.43%
of portfolio
Number of shares
500,928 sh
Holdings current value
$52.73M
Avg closing price
$103.36
+10.9%
Last action
Added 124.3%
2025Q4
Current $114.62
46
M
M96088105UROGEN PHARMA LTD
0.42%
of portfolio
Number of shares
2,199,652 sh
Holdings current value
$51.52M
Avg closing price
$14.27
Last action
Added 169.9%
2025Q2
Current —
47
B
BNBROOKFIELD CORP
Financial Services·Asset Management
0.42%
of portfolio
Number of shares
1,119,000 sh
Holdings current value
$51.35M
Avg closing price
$45.16
+0.5%
Last action
New holding
2025Q4
Current $45.36
48
P
PEPPEPSICO INC
Consumer Defensive·Beverages - Non-Alcoholic
0.42%
of portfolio
Number of shares
355,172 sh
Holdings current value
$50.97M
Avg closing price
$140.60
+10.7%
Last action
Trimmed 72.3%
2025Q4
Current $155.70
49
I
IBBISHARES TRETF
0.42%
of portfolio
Number of shares
300,458 sh
Holdings current value
$50.71M
Avg closing price
$144.31
+18.9%
Last action
Trimmed 33.4%
2025Q4
Current $171.53
50
T
TICACUREN CORP
Industrials·Specialty Business Services
0.41%
of portfolio
Number of shares
5,000,000 sh
Holdings current value
$50.55M
Avg closing price
$11.12
-21.9%
Last action
Trimmed 0.1%
2025Q3
Current $8.68
51
A
ACHCACADIA HEALTHCARE COMPANY IN
Healthcare·Medical Care Facilities
0.39%
of portfolio
Number of shares
3,379,813 sh
Holdings current value
$47.96M
Avg closing price
$14.33
+90.7%
Last action
New holding
2025Q4
Current $27.34
52
B
BILSPDR SER TRETF
0.39%
of portfolio
Number of shares
522,383 sh
Holdings current value
$47.74M
Avg closing price
$91.73
-0.2%
Last action
Added 3.7%
2025Q4
Current $91.59
53
G
G7997R103SEAGATE TECHNOLOGY HLDNGS PL
0.39%
of portfolio
Number of shares
171,077 sh
Holdings current value
$47.11M
Avg closing price
$275.00
Last action
Added 48226.8%
2025Q4
Current —
54
P
PYPLPAYPAL HLDGS INC
Financial Services·Credit Services
0.37%
of portfolio
Number of shares
763,832 sh
Holdings current value
$44.59M
Avg closing price
$60.35
-17.6%
Last action
Added 339.6%
2025Q4
Current $49.75
55
G
GFLGFL ENVIRONMENTAL INC
Industrials·Waste Management
0.36%
of portfolio
Number of shares
1,031,408 sh
Holdings current value
$44.30M
Avg closing price
$42.95
-6.0%
Last action
New holding
2025Q4
Current $40.36
56
C
CELHCELSIUS HLDGS INC
Consumer Defensive·Beverages - Non-Alcoholic
0.36%
of portfolio
Number of shares
958,730 sh
Holdings current value
$43.85M
Avg closing price
$45.66
-25.7%
Last action
Added 19074.6%
2025Q4
Current $33.93
57
C
CXMSPRINKLR INC
Technology·Software - Application
0.36%
of portfolio
Number of shares
5,590,002 sh
Holdings current value
$43.49M
Avg closing price
$8.60
-43.7%
Last action
Added 19.4%
2025Q4
Current $4.84
58
G
G0403H108AON PLC
0.36%
of portfolio
Number of shares
123,030 sh
Holdings current value
$43.41M
Avg closing price
$357.35
Last action
Added 2.0%
2025Q4
Current —
59
I
IMNMIMMUNOME INC
Healthcare·Biotechnology
0.35%
of portfolio
Number of shares
2,000,000 sh
Holdings current value
$42.96M
Avg closing price
$13.44
+71.1%
Last action
Trimmed 4.8%
2025Q4
Current $22.99
60
D
DISDISNEY WALT CO
Communication Services·Entertainment
0.34%
of portfolio
Number of shares
361,676 sh
Holdings current value
$41.15M
Avg closing price
$119.94
-13.6%
Last action
Added 49.1%
2025Q4
Current $103.65
61
V
VCLTVANGUARD SCOTTSDALE FDSETF
0.34%
of portfolio
Number of shares
542,453 sh
Holdings current value
$41.15M
Avg closing price
$75.85
-0.7%
Last action
New holding
2025Q4
Current $75.33
62
C
CORAMERISOURCEBERGEN CORP
Healthcare·Medical Distribution
0.33%
of portfolio
Number of shares
119,653 sh
Holdings current value
$40.41M
Avg closing price
$319.05
-2.4%
Last action
Added 195.1%
2025Q4
Current $311.39
63
B
BABOEING CO
Industrials·Aerospace & Defense
0.33%
of portfolio
Number of shares
185,157 sh
Holdings current value
$40.20M
Avg closing price
$215.65
+8.6%
Last action
Added 2581.5%
2025Q4
Current $234.15
64
N
NOCNORFOLK SOUTHN CORP
Industrials·Railroads
0.33%
of portfolio
Number of shares
138,801 sh
Holdings current value
$40.07M
Avg closing price
$281.12
+109.0%
Last action
Added 0.6%
2025Q4
Current $587.66
65
R
ROSTROSS STORES INC
Consumer Cyclical·Apparel Retail
0.31%
of portfolio
Number of shares
211,676 sh
Holdings current value
$38.13M
Avg closing price
$176.56
+28.5%
Last action
Added 744.8%
2025Q4
Current $226.92
66
A
AHCOADAPTHEALTH CORP
Healthcare·Medical Devices
0.31%
of portfolio
Number of shares
3,757,557 sh
Holdings current value
$37.43M
Avg closing price
$10.67
+19.3%
Last action
Trimmed 17.7%
2025Q4
Current $12.73
67
S
SNOWSNOWFLAKE INC
Technology·Software - Application
0.31%
of portfolio
Number of shares
170,210 sh
Holdings current value
$37.34M
Avg closing price
$224.85
-34.9%
Last action
Added 0.5%
2025Q4
Current $146.40
68
M
MCDMCDONALDS CORP
Consumer Cyclical·Restaurants
0.30%
of portfolio
Number of shares
117,947 sh
Holdings current value
$36.05M
Avg closing price
$302.21
+0.1%
Last action
New holding
2025Q4
Current $302.53
69
G
G54950103LINDE PLC
0.29%
of portfolio
Number of shares
84,426 sh
Holdings current value
$36.00M
Avg closing price
$426.37
Last action
Added 5163.5%
2025Q4
Current —
70
K
KLACKLA CORP
Technology·Semiconductor Equipment & Materials
0.28%
of portfolio
Number of shares
28,618 sh
Holdings current value
$34.77M
Avg closing price
$1145
+58.6%
Last action
Added 517.4%
2025Q4
Current $1815
71
M
MSMORGAN STANLEY
Financial Services·Capital Markets
0.28%
of portfolio
Number of shares
195,057 sh
Holdings current value
$34.63M
Avg closing price
$175.93
+7.2%
Last action
Added 3203.8%
2025Q4
Current $188.65
72
N
NDAQNASDAQ INC
Financial Services·Financial Data & Stock Exchanges
0.28%
of portfolio
Number of shares
356,265 sh
Holdings current value
$34.60M
Avg closing price
$92.09
-5.5%
Last action
Added 323.1%
2025Q4
Current $87.04
73
T
TMUST-MOBILE US INC
Communication Services·Telecom Services
0.28%
of portfolio
Number of shares
169,532 sh
Holdings current value
$34.42M
Avg closing price
$219.02
-11.4%
Last action
Added 202.4%
2025Q4
Current $194.07
74
A
AMGNAMGEN INC
Healthcare·Drug Manufacturers - General
0.28%
of portfolio
Number of shares
104,437 sh
Holdings current value
$34.18M
Avg closing price
$300.46
+16.0%
Last action
Trimmed 36.7%
2025Q4
Current $348.62
75
S
SRESEMPRA
Utilities·Utilities - Diversified
0.27%
of portfolio
Number of shares
379,460 sh
Holdings current value
$33.50M
Avg closing price
$80.83
+16.2%
Last action
Added 94.1%
2025Q4
Current $93.91

Portfolio heatmap

Box size = % of portfolio · color = return since filing
SPY
6.53% · +3.9%
IWM
3.48% · +11.9%
NVDA
3.17% · +7.0%
QQQ
3.16% · +6.0%
GOOG
2.01% · +7.6%
AMZN
1.77% · +10.5%
XBI
1.71% · +10.3%
CDTX
1.39%
INSM
1.32% · -17.4%
GOOGL
1.20% · +8.3%
PG
1.17% · +1.7%
GLD
1.10% · +8.8%
MSFT
1.09% · -14.0%
PTCT
1.03% · -9.7%
JPM
0.98% · -3.3%
MU
0.96% · +68.8%
CRH PLC
0.94%
ASH
0.91% · -3.2%
AAPL
0.89% · +0.6%
C
0.86% · +10.1%
RVMD
0.74% · +68.8%
CMA
0.72% · +2.0%
TSLA
0.69% · -16.9%
BRK.B
0.69% · -6.4%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Healthcare166 pos$1.65B20.4%
  • Technology150 pos$1.53B19.0%
  • Financial Services158 pos$1.05B13.0%
  • Industrials136 pos$793.2M9.8%
  • Consumer Cyclical124 pos$779.6M9.7%
  • Communication Services42 pos$739.1M9.2%
  • Consumer Defensive50 pos$486.4M6.0%
  • Energy64 pos$462.6M5.7%
  • Real Estate55 pos$220.8M2.7%
  • Basic Materials40 pos$193.9M2.4%
  • Utilities35 pos$166.2M2.1%
(33.9% unclassified, excluded from %)