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CIK: 0000096223
Total reported value
$15.2B
$15.2B
1248 檔
40.5%
According to the latest 13F quarterly dataset, Jefferies Financial Group Inc. managed an equity portfolio of $15.2B at the end of Q4 2024, spanning 1248 distinct U.S. exchange-listed positions.
During Q4 2024, Jefferies Financial Group Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including GLD, SPY, AMZN) accounted for 40.5% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 1248 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | ETF-Commodities | 12.64% | -22.29% | +9.11% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 9.96% | +6.02% | -42.30% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.46% | -0.08% | +416.87% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.19% | +0.22% | +2408.48% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.55% | +1.43% | +205.68% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.98% | +1.10% | -56.35% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.78% | +0.28% | +8180.73% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.71% | +0.04% | -32.37% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.42% | +0.22% | +117.00% | |
| 10 | ARGX | Argenx Se - Adr | Stock-Healthcare | 1.40% | +0.13% | +12.45% | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 1.35% | -0.58% | +65.95% | |
| 12 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.14% | +0.07% | +22069.32% | |
| 13 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.01% | — | +926.05% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.99% | -0.01% | +438.04% | |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.94% | -0.42% | +59.11% | |
| 16 | ZS | Zscaler Inc | Stock-Tech | 0.91% | — | +236.64% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.91% | +0.09% | -61.34% | |
| 18 | WYNN | Wynn Resorts LTD | Stock-Consumer Disc | 0.87% | -0.04% | +9.02% | |
| 19 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.87% | +0.01% | +76.17% | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.84% | +0.36% | +564.77% | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.80% | -0.02% | +6620.00% | |
| 22 | SHEL | Shell Plc-adr | Stock-Energy | 0.69% | +0.03% | -36.03% | |
| 23 | AMD | Advanced Micro Devices | Stock-Tech | 0.66% | +0.74% | +261.83% | |
| 24 | PRGS | Progress Software CORP | Stock-Other | 0.61% | -0.04% | EXIT | |
| 25 | ORCL | Oracle CORP | Stock-Tech | 0.60% | -0.22% | +114.61% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.60% | +0.02% | +22200.71% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.56% | -0.42% | +3716.59% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.55% | +0.11% | -1.99% | |
| 29 | EWT | Ishares Msci Taiwan ETF | ETF-Other | 0.53% | -0.01% | EXIT | |
| 30 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.51% | -0.71% | +38.84% | |
| 31 | HLMN | Hillman Solutions CORP | Stock-Other | 0.50% | -0.02% | -12.88% | |
| 32 | AHCO | Adapthealth CORP | Stock-Other | 0.49% | -0.11% | -13.38% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.45% | -0.11% | +34.40% | |
| 34 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.45% | +0.18% | +184.69% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | +0.16% | -9.99% | |
| 36 | CLDX | Celldex Therapeutics Inc | Stock-Other | 0.37% | — | +2352.93% | |
| 37 | EQT | Eqt CORP | Stock-Energy | 0.37% | -0.04% | -21.40% | |
| 38 | CCC | Ccc Intelligent Solutions Ho | Stock-Tech | 0.35% | — | — | |
| 39 | PTGX | Protagonist Therapeutics Inc | Stock-Other | 0.34% | — | -17.92% | |
| 40 | AMGN | Amgen Inc | Stock-Healthcare | 0.33% | +0.31% | -75.46% | |
| 41 | ZIM | ZIM Integrated Shipping Services Ltd. | Stock-Other | 0.31% | -0.03% | -3.63% | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.31% | +0.34% | +165.01% | |
| 43 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.30% | +0.25% | -24.26% | |
| 44 | PENN | Penn Entertainment Inc | Stock-Consumer Disc | 0.30% | — | +100.50% | |
| 45 | AGIO | Agios Pharmaceuticals Inc | Stock-Other | 0.30% | — | — | |
| 46 | CXM | Sprinklr Inc-a | Stock-Other | 0.29% | -0.23% | EXIT | |
| 47 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.29% | — | -54.59% | |
| 48 | BIDU | Baidu Inc - Spon Adr | Stock-Comm Services | 0.28% | — | — | |
| 49 | MSTR | Strategy Inc | Stock-Tech | 0.28% | -0.04% | -3.93% | |
| 50 | CZR | Caesars Entertainment Inc | Stock-Consumer Disc | 0.28% | -0.01% | +3673.87% |
According to official SEC Form 13F filings, Jefferies Financial Group Inc. reported a total U.S. public equity portfolio value of $15.2B across 1248 disclosed positions in Q4 2024.
During Q4 2024, Jefferies Financial Group Inc.'s top holdings by market value included GLD (12.6%)、SPY (10.0%)、AMZN (6.5%). The largest single position, GLD, represented 12.6% of total portfolio value.
In Q4 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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