OpenStocks
Smart money
  • Super investors
  • Most popular stocks
  • Biggest buys
  • Biggest sells
  • New positions
  • Smart-money signals
Insiders
  • Insider trading
  • Browse insiders
  • Transactions feed
  • Insider trading RSS
Congress
  • Congress stock trades
  • All members of Congress
  • Trades by committee
  • Congress trades RSS
Markets
  • ETFs
  • Sectors
  • Industries
  • Stock screener
  • Daily market digest
  • Blog
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 · 2025Q3
1 / 15
75 of 1090
1
V
VGTVANGUARD WORLD FDSETF
15.40%
of portfolio
Number of shares
2,250,000 sh
Holdings current value
$1.68B
Avg closing price
$746.80
-86.4%
Last action
Exited
2025Q4
Current $101.57
2
S
SPYSPDR S&P 500 ETF TRETF
6.65%
of portfolio
Number of shares
1,089,539 sh
Holdings current value
$725.83M
Avg closing price
$571.34
+24.0%
Last action
Added 7.8%
2025Q4
Current $708.45
3
W
WRBBERKLEY W R CORP
Financial Services·Insurance - Property & Casualty
6.26%
of portfolio
Number of shares
8,911,719 sh
Holdings current value
$682.82M
Avg closing price
$76.49
-10.5%
Last action
Exited
2025Q4
Current $68.45
4
I
IWMISHARES TRETF
3.23%
of portfolio
Number of shares
1,456,521 sh
Holdings current value
$352.42M
Avg closing price
$230.22
+19.7%
Last action
Added 22.8%
2025Q4
Current $275.52
5
Q
QQQINVESCO QQQ TRETF
3.22%
of portfolio
Number of shares
584,434 sh
Holdings current value
$350.88M
Avg closing price
$539.61
+20.7%
Last action
Added 8.1%
2025Q4
Current $651.42
6
L
LLYLILLY ELI & CO
Healthcare·Drug Manufacturers - General
2.10%
of portfolio
Number of shares
299,629 sh
Holdings current value
$228.62M
Avg closing price
$763.35
+20.2%
Last action
Trimmed 44.4%
2025Q4
Current $917.65
7
C
COSTCOSTCO WHSL CORP NEW
Consumer Defensive·Discount Stores
2.03%
of portfolio
Number of shares
238,885 sh
Holdings current value
$221.12M
Avg closing price
$924.37
+9.7%
Last action
Trimmed 46.5%
2025Q4
Current $1014
8
P
PEPPEPSICO INC
Consumer Defensive·Beverages - Non-Alcoholic
1.65%
of portfolio
Number of shares
1,282,666 sh
Holdings current value
$180.14M
Avg closing price
$140.60
+10.7%
Last action
Trimmed 42.0%
2025Q4
Current $155.70
9
C
CVXCHEVRON CORP NEW
Energy·Oil & Gas Integrated
1.49%
of portfolio
Number of shares
1,047,681 sh
Holdings current value
$162.69M
Avg closing price
$155.22
+20.9%
Last action
Trimmed 34.9%
2025Q4
Current $187.60
10
Q
Q4982L109IRIS ENERGY LTD
1.42%
of portfolio
Number of shares
3,311,143 sh
Holdings current value
$155.39M
Avg closing price
$21.40
Last action
Trimmed 44.0%
2025Q4
Current —
11
X
XBISPDR SER TRETF
1.38%
of portfolio
Number of shares
1,506,070 sh
Holdings current value
$150.91M
Avg closing price
$91.02
+47.8%
Last action
Added 16.1%
2025Q4
Current $134.49
12
C
CDNSCADENCE DESIGN SYSTEM INC
Technology·Software - Application
1.24%
of portfolio
Number of shares
386,057 sh
Holdings current value
$135.61M
Avg closing price
$350.74
-10.4%
Last action
Trimmed 49.7%
2025Q4
Current $314.33
13
A
ARGXARGENX SEADR
Healthcare·Biotechnology
1.05%
of portfolio
Number of shares
155,000 sh
Holdings current value
$114.32M
Avg closing price
$560.92
+40.5%
Last action
Trimmed 44.6%
2025Q4
Current $787.95
14
P
PTCTPTC THERAPEUTICS INC
Healthcare·Biotechnology
0.89%
of portfolio
Number of shares
1,584,678 sh
Holdings current value
$97.25M
Avg closing price
$52.07
+31.7%
Last action
Added 4.9%
2025Q4
Current $68.59
15
N
N6596X109NXP SEMICONDUCTORS N V
0.88%
of portfolio
Number of shares
421,000 sh
Holdings current value
$95.87M
Avg closing price
$227.87
Last action
Exited
2025Q4
Current —
16
V
VOOVANGUARD INDEX FDSETF
0.74%
of portfolio
Number of shares
131,135 sh
Holdings current value
$80.30M
Avg closing price
$485.91
+34.0%
Last action
Added 0.2%
2025Q4
Current $651.26
17
K
KKRKKR & CO INC
Financial Services·Asset Management
0.73%
of portfolio
Number of shares
616,472 sh
Holdings current value
$80.11M
Avg closing price
$130.19
-21.9%
Last action
Trimmed 49.9%
2025Q4
Current $101.64
18
T
TSLATESLA INC
Consumer Cyclical·Auto Manufacturers
0.71%
of portfolio
Number of shares
174,331 sh
Holdings current value
$77.53M
Avg closing price
$440.32
-15.1%
Last action
Added 8.7%
2025Q4
Current $373.72
19
H
HBANHUNTINGTON BANCSHARES INC
Financial Services·Banks - Regional
0.70%
of portfolio
Number of shares
4,452,575 sh
Holdings current value
$76.90M
Avg closing price
$16.92
-0.5%
Last action
Trimmed 47.5%
2025Q4
Current $16.83
20
H
HLMNHILLMAN SOLUTIONS CORP
Industrials·Tools & Accessories
0.67%
of portfolio
Number of shares
7,979,047 sh
Holdings current value
$73.25M
Avg closing price
$10.63
-16.0%
Last action
Added 0.2%
2025Q4
Current $8.93
21
N
NVDANVIDIA CORPORATION
Technology·Semiconductors
0.64%
of portfolio
Number of shares
376,303 sh
Holdings current value
$70.21M
Avg closing price
$184.30
+8.3%
Last action
Added
2025Q4
Current $199.64
22
P
PGPROCTER AND GAMBLE CO
Consumer Defensive·Household & Personal Products
0.63%
of portfolio
Number of shares
448,040 sh
Holdings current value
$68.84M
Avg closing price
$150.40
-3.1%
Last action
Added
2025Q4
Current $145.71
23
T
TICACUREN CORP
Industrials·Specialty Business Services
0.61%
of portfolio
Number of shares
5,000,000 sh
Holdings current value
$66.55M
Avg closing price
$11.12
-21.9%
Last action
Trimmed 0.1%
2025Q3
Current $8.68
24
I
IBBISHARES TRETF
0.60%
of portfolio
Number of shares
450,807 sh
Holdings current value
$65.08M
Avg closing price
$144.31
+18.9%
Last action
Trimmed 25.0%
2025Q4
Current $171.53
25
B
BRK.BBERKSHIRE HATHAWAY INC DEL
0.57%
of portfolio
Number of shares
123,266 sh
Holdings current value
$61.97M
Avg closing price
$499.29
-5.8%
Last action
Added 55.3%
2025Q4
Current $470.55
26
T
TSMTAIWAN SEMICONDUCTOR MFG LTDADR
Technology·Semiconductors
0.57%
of portfolio
Number of shares
220,970 sh
Holdings current value
$61.71M
Avg closing price
$267.35
+43.1%
Last action
Trimmed 1.0%
2025Q4
Current $382.66
27
M
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
0.55%
of portfolio
Number of shares
116,120 sh
Holdings current value
$60.14M
Avg closing price
$484.98
-14.3%
Last action
Added
2025Q4
Current $415.75
28
A
AVGOBROADCOM INC
Technology·Semiconductors
0.55%
of portfolio
Number of shares
180,395 sh
Holdings current value
$59.51M
Avg closing price
$274.65
+52.9%
Last action
Trimmed 45.3%
2025Q4
Current $419.94
29
M
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
0.54%
of portfolio
Number of shares
104,083 sh
Holdings current value
$59.20M
Avg closing price
$528.70
-5.0%
Last action
Added 0.8%
2025Q4
Current $502.38
30
A
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
0.54%
of portfolio
Number of shares
268,255 sh
Holdings current value
$58.90M
Avg closing price
$227.44
+12.2%
Last action
Added
2025Q4
Current $255.08
31
H
HDHOME DEPOT INC
Consumer Cyclical·Home Improvement Retail
0.53%
of portfolio
Number of shares
142,078 sh
Holdings current value
$57.57M
Avg closing price
$402.94
-15.6%
Last action
Trimmed 24.1%
2025Q4
Current $340.16
32
A
ARANTERO RESOURCES CORP
Energy·Oil & Gas E&P
0.52%
of portfolio
Number of shares
1,698,677 sh
Holdings current value
$57.01M
Avg closing price
$33.15
+15.2%
Last action
Trimmed 42.5%
2025Q4
Current $38.20
33
G
G25508105CRH PLC
0.50%
of portfolio
Number of shares
458,965 sh
Holdings current value
$55.02M
Avg closing price
$109.33
Last action
Added
2025Q4
Current —
34
U
UNPUNION PAC CORP
Industrials·Railroads
0.50%
of portfolio
Number of shares
232,000 sh
Holdings current value
$54.84M
Avg closing price
$236.32
+14.8%
Last action
Trimmed 49.4%
2025Q4
Current $271.26
35
P
PTGXPROTAGONIST THERAPEUTICS INC
Healthcare·Biotechnology
0.50%
of portfolio
Number of shares
821,503 sh
Holdings current value
$54.57M
Avg closing price
$36.92
+178.0%
Last action
Trimmed 49.8%
2025Q4
Current $102.62
36
M
MSTRMICROSTRATEGY INC
Technology·Software - Application
0.48%
of portfolio
Number of shares
163,258 sh
Holdings current value
$52.60M
Avg closing price
$340.65
-49.4%
Last action
Trimmed 7.2%
2025Q4
Current $172.47
37
A
AZOAUTOZONE INC
Consumer Cyclical·Auto Parts
0.47%
of portfolio
Number of shares
11,993 sh
Holdings current value
$51.45M
Avg closing price
$3722
-3.3%
Last action
Trimmed 48.2%
2025Q4
Current $3597
38
X
XELXCEL ENERGY INC
Utilities·Utilities - Regulated Electric
0.45%
of portfolio
Number of shares
603,592 sh
Holdings current value
$48.68M
Avg closing price
$79.48
-0.0%
Last action
Trimmed 38.1%
2025Q4
Current $79.48
39
A
AMGNAMGEN INC
Healthcare·Drug Manufacturers - General
0.43%
of portfolio
Number of shares
164,967 sh
Holdings current value
$46.55M
Avg closing price
$300.46
+16.0%
Last action
Trimmed 26.8%
2025Q4
Current $348.62
40
B
BILSPDR SER TRETF
0.42%
of portfolio
Number of shares
503,538 sh
Holdings current value
$46.20M
Avg closing price
$91.73
-0.2%
Last action
Added 3.9%
2025Q4
Current $91.59
41
A
AAPLAPPLE INC
Technology·Consumer Electronics
0.42%
of portfolio
Number of shares
178,445 sh
Holdings current value
$45.44M
Avg closing price
$253.86
+7.7%
Last action
Added
2025Q4
Current $273.43
42
V
VICIVICI PPTYS INCREIT
Real Estate·REIT - Diversified
0.41%
of portfolio
Number of shares
1,377,903 sh
Holdings current value
$44.93M
Avg closing price
$30.64
-6.9%
Last action
Added 369.5%
2025Q4
Current $28.51
43
M
M96088105UROGEN PHARMA LTD
0.40%
of portfolio
Number of shares
2,199,652 sh
Holdings current value
$43.88M
Avg closing price
$14.27
Last action
Added 169.9%
2025Q2
Current —
44
G
G0403H108AON PLC
0.39%
of portfolio
Number of shares
120,648 sh
Holdings current value
$43.02M
Avg closing price
$357.35
Last action
Added 2.0%
2025Q4
Current —
45
L
LQDISHARES TRETF
0.39%
of portfolio
Number of shares
376,951 sh
Holdings current value
$42.02M
Avg closing price
$110.05
-0.5%
Last action
Trimmed 43.6%
2025Q4
Current $109.52
46
C
CCCCCC INTELLIGENT SOLUTIONS HL
Technology·Software - Application
0.38%
of portfolio
Number of shares
4,551,258 sh
Holdings current value
$41.46M
Avg closing price
$11.10
-56.8%
Last action
Exited
2025Q4
Current $4.79
47
N
NOCNORFOLK SOUTHN CORP
Industrials·Railroads
0.38%
of portfolio
Number of shares
138,000 sh
Holdings current value
$41.46M
Avg closing price
$281.12
+109.0%
Last action
Added 0.6%
2025Q4
Current $587.66
48
A
AHCOADAPTHEALTH CORP
Healthcare·Medical Devices
0.37%
of portfolio
Number of shares
4,563,000 sh
Holdings current value
$40.84M
Avg closing price
$10.67
+19.3%
Last action
Trimmed 15.0%
2025Q4
Current $12.73
49
L
LIONLIONSGATE STUDIOS CORP
0.37%
of portfolio
Number of shares
5,805,850 sh
Holdings current value
$40.06M
Avg closing price
$5.82
+94.8%
Last action
Added 0.4%
2025Q4
Current $11.34
50
A
ABVXABIVAX SAADR
Healthcare·Biotechnology
0.36%
of portfolio
Number of shares
457,325 sh
Holdings current value
$38.83M
Avg closing price
$84.90
+33.1%
Last action
New holding
2025Q3
Current $113.00
51
B
BXBLACKSTONE INC
Financial Services·Asset Management
0.35%
of portfolio
Number of shares
223,904 sh
Holdings current value
$38.25M
Avg closing price
$169.56
-27.9%
Last action
Trimmed 34.6%
2025Q4
Current $122.33
52
S
SNOWSNOWFLAKE INC
Technology·Software - Application
0.35%
of portfolio
Number of shares
169,446 sh
Holdings current value
$38.22M
Avg closing price
$224.85
-34.9%
Last action
Added 0.5%
2025Q4
Current $146.40
53
D
DKNGDRAFTKINGS INC NEW
Consumer Cyclical·Gambling
0.35%
of portfolio
Number of shares
1,015,565 sh
Holdings current value
$37.98M
Avg closing price
$37.48
-40.8%
Last action
Trimmed 49.5%
2025Q4
Current $22.17
54
R
RRCRANGE RES CORP
Energy·Oil & Gas E&P
0.34%
of portfolio
Number of shares
976,626 sh
Holdings current value
$36.76M
Avg closing price
$35.06
+21.6%
Last action
Trimmed 48.2%
2025Q4
Current $42.64
55
A
ATKRATKORE INC
Industrials·Electrical Equipment & Parts
0.33%
of portfolio
Number of shares
582,168 sh
Holdings current value
$36.53M
Avg closing price
$64.27
+12.1%
Last action
Trimmed 49.3%
2025Q4
Current $72.07
56
C
CXMSPRINKLR INC
Technology·Software - Application
0.33%
of portfolio
Number of shares
4,682,000 sh
Holdings current value
$36.15M
Avg closing price
$8.60
-43.7%
Last action
Added 24.1%
2025Q4
Current $4.84
57
E
EQTEQT CORP
Energy·Oil & Gas E&P
0.33%
of portfolio
Number of shares
654,873 sh
Holdings current value
$35.64M
Avg closing price
$38.57
+52.8%
Last action
Trimmed 33.2%
2025Q4
Current $58.93
58
C
CDTXCIDARA THERAPEUTICS INC
0.32%
of portfolio
Number of shares
365,000 sh
Holdings current value
$34.95M
Avg closing price
$138.90
Last action
Added
2025Q4
Current —
59
F
FANGDIAMONDBACK ENERGY INC
Energy·Oil & Gas E&P
0.31%
of portfolio
Number of shares
239,793 sh
Holdings current value
$34.31M
Avg closing price
$143.32
+36.5%
Last action
Trimmed 8.0%
2025Q4
Current $195.59
60
S
SPOTSPOTIFY TECHNOLOGY S A
Communication Services·Internet Content & Information
0.31%
of portfolio
Number of shares
48,505 sh
Holdings current value
$33.86M
Avg closing price
$696.58
-25.9%
Last action
Trimmed 1.1%
2025Q4
Current $515.94
61
G
G5S37H101MAREX GROUP PLC
0.31%
of portfolio
Number of shares
1,000,000 sh
Holdings current value
$33.62M
Avg closing price
$39.47
Last action
Exited
2025Q4
Current —
62
N
NEENEXTERA ENERGY INC
Utilities·Utilities - Regulated Electric
0.30%
of portfolio
Number of shares
440,551 sh
Holdings current value
$33.26M
Avg closing price
$73.26
+31.4%
Last action
Trimmed 38.6%
2025Q4
Current $96.25
63
H
HPEHEWLETT PACKARD ENTERPRISE C
Technology·Communication Equipment
0.30%
of portfolio
Number of shares
1,320,000 sh
Holdings current value
$32.42M
Avg closing price
$24.52
+13.9%
Last action
Exited
2025Q4
Current $27.93
64
C
COFCAPITAL ONE FINL CORP
Financial Services·Credit Services
0.29%
of portfolio
Number of shares
149,253 sh
Holdings current value
$31.73M
Avg closing price
$207.28
-5.1%
Last action
Trimmed 43.4%
2025Q4
Current $196.63
65
R
RSPINVESCO EXCHANGE TRADED FD TETF
0.29%
of portfolio
Number of shares
164,156 sh
Holdings current value
$31.14M
Avg closing price
$174.57
+16.0%
Last action
Trimmed 9.0%
2025Q4
Current $202.45
66
G
GELGENESIS ENERGY L PMLP
0.28%
of portfolio
Number of shares
1,848,886 sh
Holdings current value
$30.89M
Avg closing price
$14.20
+19.9%
Last action
Trimmed 8.0%
2025Q4
Current $17.02
67
T
TYL 0.25 03/15/26TYLER TEX INDPT SCH DIST
0.28%
of portfolio
Number of shares
27,898,000 sh
Holdings current value
$30.57M
Avg closing price
$1.10
Last action
Trimmed 37.3%
2025Q4
Current —
68
W
WKWORKIVA INC
Technology·Software - Application
0.27%
of portfolio
Number of shares
346,809 sh
Holdings current value
$29.85M
Avg closing price
$77.53
-32.7%
Last action
Trimmed 11.7%
2025Q4
Current $52.19
69
V
VVISA INC
Financial Services·Credit Services
0.27%
of portfolio
Number of shares
86,977 sh
Holdings current value
$29.69M
Avg closing price
$294.32
+4.9%
Last action
Trimmed 17.0%
2025Q4
Current $308.88
70
B
BSXBOSTON SCIENTIFIC CORP
Healthcare·Medical Devices
0.27%
of portfolio
Number of shares
302,499 sh
Holdings current value
$29.53M
Avg closing price
$96.41
-31.9%
Last action
Trimmed 10.0%
2025Q4
Current $65.69
71
T
TAT&T INC
Communication Services·Telecom Services
0.26%
of portfolio
Number of shares
1,018,676 sh
Holdings current value
$28.77M
Avg closing price
$28.14
-5.4%
Last action
Trimmed 49.0%
2025Q4
Current $26.61
72
B
BEBLOOM ENERGY CORP
Industrials·Electrical Equipment & Parts
0.26%
of portfolio
Number of shares
338,750 sh
Holdings current value
$28.65M
Avg closing price
$83.96
+182.9%
Last action
Trimmed 50.0%
2025Q4
Current $237.57
73
K
KDPKEURIG DR PEPPER INC
Consumer Defensive·Beverages - Non-Alcoholic
0.26%
of portfolio
Number of shares
1,106,622 sh
Holdings current value
$28.23M
Avg closing price
$33.33
-14.4%
Last action
Trimmed 34.2%
2025Q4
Current $28.53
74
D
DISDISNEY WALT CO
Communication Services·Entertainment
0.25%
of portfolio
Number of shares
242,546 sh
Holdings current value
$27.77M
Avg closing price
$119.94
-13.6%
Last action
Added 96.5%
2025Q4
Current $103.65
75
B
BABA 0.5 06/01/31ALIBABA GROUP HLDG LTD
0.25%
of portfolio
Number of shares
15,064,000 sh
Holdings current value
$27.71M
Avg closing price
$1.61
Last action
Trimmed 49.4%
2025Q4
Current —

Portfolio heatmap

Box size = % of portfolio · color = return since filing
VGT
15.40% · -86.4%
SPY
6.65% · +6.3%
WRB
6.26% · -10.7%
IWM
3.23% · +13.9%
QQQ
3.22% · +8.5%
LLY
2.10% · +20.3%
COST
2.03% · +9.6%
PEP
1.65% · +10.9%
CVX
1.49% · +20.8%
IRIS ENERGY LTD
1.42%
XBI
1.38% · +34.2%
CDNS
1.24% · -10.5%
ARGX
1.05% · +6.8%
PTCT
0.89% · +11.8%
NXP SEMICONDUCTORS N V
0.88%
VOO
0.74% · +6.3%
KKR
0.73% · -21.8%
TSLA
0.71% · -16.0%
HBAN
0.70% · -2.5%
HLMN
0.67% · -2.7%
NVDA
0.64% · +7.0%
PG
0.63% · -5.2%
TIC
0.61% · -34.8%
IBB
0.60% · +18.8%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services111 pos$1.31B22.2%
  • Healthcare132 pos$1.20B20.5%
  • Technology128 pos$891.5M15.2%
  • Consumer Defensive36 pos$585.3M9.9%
  • Industrials92 pos$505.8M8.6%
  • Consumer Cyclical82 pos$455.1M7.7%
  • Energy40 pos$423.3M7.2%
  • Communication Services34 pos$182.9M3.1%
  • Real Estate43 pos$145.6M2.5%
  • Utilities18 pos$134.2M2.3%
  • Basic Materials26 pos$49.6M0.8%
(46.1% unclassified, excluded from %)