Back to 13F data
Q1 2026

JEFFERIES FINANCIAL GROUP IN

Original CUSIPs: 47233W109. This page shows current managers, quarterly changes, and primary SEC sources.

Current managers
2
Combined value
$19.4M

Current managers

2

Calculated from each manager’s latest available 13F.

Total shares

469,406

Aggregated at company level with original CUSIP details preserved.

Combined value

$19.4M

Market values are added across managers reporting the same quarter.

Themes

Financials

Local mappings are used only for search and classification.

Four-quarter trend

Four-quarter ownership trend

Manager actions by quarter

Current tracked managers holding this company

ManagerQuarterMarket valueSharesPortfolio weightCurrent-quarter changeShare changeValue changeSEC source
Berkshire Hathaway
Warren Buffett
Q1 2026$17,892,939433,5580.01%
Unchanged
+0.00%
0-$8,974,650XML
05/15/2026
Bridgewater Associates
Ray Dalio / Bridgewater
Q1 2026$1,479,44735,8480.01%
Increased
+50.32%
+12,000+$1,586XML
05/15/2026

Original CUSIP details

ManagerIssuerCUSIPSecurity classMarket valueSharesWeightSource
Berkshire HathawayJEFFERIES FINANCIAL GROUP IN47233W109COM$17,892,939433,5580.01%SEC XML
Bridgewater AssociatesJEFFERIES FINANCIAL GROUP IN47233W109COM$1,479,44735,8480.01%SEC XML

Quarterly holdings details

QuarterCurrent managersCombined valueTotal sharesManager details
Q2 20251$23,711,287433,558
Berkshire Hathaway New position
Q3 20251$28,363,364433,558
Berkshire Hathaway Unchanged
Q4 20252$28,345,450457,406
Berkshire Hathaway Unchanged
Bridgewater Associates New position
Q1 20262$19,372,386469,406
Berkshire Hathaway Unchanged
Bridgewater Associates Increased