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CIK: 0000096223
Total reported value
$15.2B
$15.2B
1235 檔
26.4%
At the close of Q1 2024, Jefferies Financial Group Inc. disclosed equity holdings valued at approximately $15.2B, spread across 1235 reported holdings.
During Q1 2024, Jefferies Financial Group Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1235 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 21.01% | +6.02% | -41.19% | |
| 2 | DIS | Walt Disney Co/the | Stock-Comm Services | 4.86% | +0.01% | +136.62% | |
| 3 | GLD | Spdr Gold Shares | ETF-Commodities | 4.29% | -22.29% | -66.17% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.65% | +0.09% | -33.37% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.30% | +0.22% | -0.36% | |
| 6 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 2.87% | -0.42% | -37.74% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.41% | +1.43% | -65.73% | |
| 8 | DAL | Delta Air Lines Inc | Stock-Industrials | 1.26% | +0.01% | +22043.53% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 1.20% | +0.11% | +3053.47% | |
| 10 | UBER | Uber Technologies Inc | Stock-Industrials | 1.20% | +0.02% | -38.24% | |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.17% | — | +86.90% | |
| 12 | MU | Micron Technology Inc | Stock-Tech | 1.17% | -0.09% | -32.41% | |
| 13 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 1.05% | +0.18% | -18.73% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.04% | +0.08% | +402.24% | |
| 15 | HLMN | Hillman Solutions CORP | Stock-Other | 0.97% | -0.02% | — | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 0.96% | +0.04% | -56.08% | |
| 17 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.86% | -0.02% | -58.67% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.78% | +0.16% | +18.12% | |
| 19 | CVX | Chevron CORP | Stock-Energy | 0.77% | +0.08% | -11.49% | |
| 20 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.64% | +0.01% | -20.86% | |
| 21 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.55% | +0.25% | -0.81% | |
| 22 | MSTR | Strategy Inc | Stock-Tech | 0.53% | -0.04% | -40.83% | |
| 23 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.53% | +0.02% | +268.52% | |
| 24 | ARGX | Argenx Se - Adr | Stock-Healthcare | 0.52% | +0.13% | +704.08% | |
| 25 | DVN | Devon Energy CORP | Stock-Energy | 0.50% | -0.28% | -34.61% | |
| 26 | LVS | Las Vegas Sands CORP | Stock-Consumer Disc | 0.50% | — | — | |
| 27 | MRNA | Moderna Inc | Stock-Healthcare | 0.49% | — | +758.16% | |
| 28 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.49% | +0.46% | +30.20% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.44% | -0.27% | -32.89% | |
| 30 | XLF | Ss Financial Select Sector | ETF-Other | 0.42% | -0.05% | -18.04% | |
| 31 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.42% | — | — | |
| 32 | GLNG | Golar LNG Limited | Stock-Energy | 0.42% | — | — | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.40% | +1.10% | -53.39% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.40% | -0.58% | +120.78% | |
| 35 | MRVL | Marvell Technology Inc | Stock-Tech | 0.40% | -0.05% | +571.87% | |
| 36 | XLE | Ss Energy Select Sector | ETF-Other | 0.39% | -1.13% | -62.02% | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.39% | +0.01% | -8.52% | |
| 38 | KROS | Keros Therapeutics Inc | Stock-Other | 0.39% | — | +3885.35% | |
| 39 | PRGS | Progress Software CORP | Stock-Other | 0.38% | -0.04% | EXIT | |
| 40 | HES | Hess CORP | Stock-Other | 0.38% | — | +2799.79% | |
| 41 | LGFEUR | Lions Gate Entertainment-a | Stock-Other | 0.34% | — | — | |
| 42 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.33% | +0.20% | +95.67% | |
| 43 | PTGX | Protagonist Therapeutics Inc | Stock-Other | 0.32% | — | -7.08% | |
| 44 | ATMU | Atmus Filtration Technologie | Stock-Consumer Disc | 0.31% | -0.04% | EXIT | |
| 45 | INTC | Intel CORP | Stock-Tech | 0.31% | +0.27% | -68.00% | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.31% | -0.10% | +79.80% | |
| 47 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 0.31% | — | +13.61% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.31% | -0.01% | +270.41% | |
| 49 | AMGN | Amgen Inc | Stock-Healthcare | 0.31% | +0.31% | -34.86% | |
| 50 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.31% | +0.06% | NEW |
According to official SEC Form 13F filings, Jefferies Financial Group Inc. reported a total U.S. public equity portfolio value of $15.2B across 1235 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including SPY, DIS, GLD) accounted for 26.4% of total reported equity market value during Q1 2024.
During Q1 2024, Jefferies Financial Group Inc.'s top holdings by market value included SPY (21.0%)、DIS (4.9%)、GLD (4.3%). The largest single position, SPY, represented 21.0% of total portfolio value.
In Q1 2024, Jefferies Financial Group Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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