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Jefferies

Company Profile

Company profile

Website

www.jefferies.com

CEO

Richard Handler

Incorporated

Location

Fiscal year end

Industry (SIC)

Security Brokers, Dealers & Flotation Companies

The Goldman Sachs Group, Inc. • Morgan Stanley • Nomura • BlackRock • The Charles Schwab Corporation • Navient • BlackRock • Jefferies Financial • Interactive Brokers • Raymond James Financial ...

Former names

JEF HOLDING CO INC, JEFFERIES GROUP INC /DE/

SEC CIK

Corporate docs

Articles of Incorporation & Bylaws

Underwriting Agreements

Plans of Reorganization

Material Contracts & Credit Agreements

Subsidiaries Lists

IRS number

954719745

Latest filings (excl ownership)

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Securities registration termination

Registration of securities for employees (post-effective amendment)

Exchange delisting

Exchange delisting

Automatic shelf registration (post-effective amendment)

Automatic shelf registration (post-effective amendment)

Automatic shelf registration (post-effective amendment)

Automatic shelf registration (post-effective amendment)

Automatic shelf registration (post-effective amendment)

Jefferies Announces Completion of Merger of Jefferies Group LLC

Latest ownership filings

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Quarterly holdings report by institutional manager (amended)

Quarterly holdings report by institutional manager (amended)

Quarterly holdings report by institutional manager (amended)

Quarterly holdings report by institutional manager (amended)

Quarterly holdings report by institutional manager (amended)

Quarterly holdings report by institutional manager (amended)

Quarterly holdings report by institutional manager (amended)

Quarterly holdings report by institutional manager (amended)

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Financial summary

Financial statements Chart financial data

Quarter (USD)	Aug 22	May 22	Feb 22	Nov 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Nov 21	Nov 20	Nov 19	Nov 18
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from Jefferies earnings reports.

Institutional ownership, Q2 2024

Jefferies institutional ownership history Ownership history

25.3% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	286	420	-31.9%
Opened positions	72	59	+22.0%
Closed positions	206	97	+112.4%
Increased positions	76	123	-38.2%
Reduced positions	68	138	-50.7%

13F shares	Current	Prev Q	Change
Total value	2.59 tn	4.63 tn	-44.0%
Total shares	57.87 mm	113.09 mm	-48.8%
Total puts	206.49 k	167.25 k	+23.5%
Total calls	453.10 k	298.48 k	+51.8%
Total put/call ratio	0.5	0.6	-18.7%

Largest owners	Shares	Value	Change
Allspring Global Investments	7.05 mm	$350.80 bn	+15.3%
STT State Street	5.12 mm	$255.00 bn	-3.8%
Alliancebernstein	2.47 mm	$122.93 bn	-24.0%
Norges Bank	2.30 mm	$114.48 bn	NEW
BK The Bank of New York Mellon Corporation	2.17 mm	$107.92 bn	+1.6%
Marshall Wace	1.95 mm	$96.89 bn	NEW
MS Morgan Stanley	1.71 mm	$84.86 bn	-6.4%
PFG Principal Financial	1.67 mm	$83.13 bn	-2.2%
Arrowstreet Capital, Limited Partnership	1.66 mm	$82.61 mm	-12.2%
Captrust Financial Advisors	1.57 mm	$78.01 bn	NEW

Largest transactions	Shares	Bought/sold	Change
Vanguard	0.00	-16.03 mm	EXIT
BLK BlackRock	0.00	-15.74 mm	EXIT
First Pacific Advisors	0.00	-5.42 mm	EXIT
Dimensional Fund Advisors	0.00	-4.16 mm	EXIT
Barrow Hanley Mewhinney & Strauss	0.00	-3.01 mm	EXIT
Donald Smith & Co.	0.00	-2.86 mm	EXIT
Geode Capital Management	0.00	-2.78 mm	EXIT
Norges Bank	2.30 mm	+2.30 mm	NEW
IVZ Invesco	0.00	-2.25 mm	EXIT
JPM JPMorgan Chase & Co.	0.00	-1.99 mm	EXIT

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

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