Jefferies Financial Group Inc. INDV — INDIVIOR PLC

Ownership history in Jefferies Financial Group Inc.  ·  34 quarters on record

AI Ownership Summary

Jefferies Financial Group Inc. reported INDIVIOR PLC (INDV) in 34 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.27% in 2025 Q2. The latest visible filing shows INDV at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this INDV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Jefferies Financial Group Inc.'s position in INDIVIOR PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

INDV was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

INDV stock page Jefferies Financial Group Inc. fund profile Jefferies Financial Group Inc. full holdings
How Jefferies Financial Group Inc. held INDV — position size vs. price
% of Fund (quarterly)    INDV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 13 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 507,909 +21,083 +4.3% 0.11% $15.5M 2026-05-08 $39.50
2025 Q4 REDUCED 31.2% -15.1% ✅ 486,826 -220,375 -31.2% 0.09% $17.5M 2026-02-09 $33.86
2025 Q3 REDUCED 67.7% +50.8% ❌ 707,201 -1,483,073 -67.7% 0.08% $17.1M 2025-11-13 $29.83
2025 Q2 ADDED — — — 2,190,274 +708,941 +47.9% 0.27% $32.5M 2025-08-14 (Est.) $23.17
2025 Q1 ADDED — — — 1,481,333 +1,431,333 +2862.7% 0.12% $13.9M 2025-05-08 $10.98
2024 Q4 REDUCED 96.9% -23.3% ✅ 50,000 -1,585,103 -96.9% 0.00% $622K 2025-02-14 $9.83
2024 Q4 ADDED — — — 1,635,103 +625,673 +62.0% 0.13% $20.9M 2025-02-14 $9.83
2024 Q3 ADDED — — — 1,009,430 +956,930 +1822.7% 0.07% $9.9M 2024-11-14 $10.15
2024 Q3 ADDED — — — 52,500 +2,500 +5.0% 0.00% $512K 2024-11-14 $10.15
2024 Q2 REDUCED 95.6% -39.5% ✅ 50,000 -1,088,511 -95.6% 0.01% $806K 2024-08-13 $12.25
2024 Q2 ADDED — — — 1,138,511 +419,843 +58.4% 0.19% $17.9M 2024-08-13 $12.25
2024 Q1 REDUCED 54.3% -26.5% ✅ 718,668 -853,011 -54.3% 0.14% $15.4M 2024-05-13 $17.87
2023 Q4 ADDED — — — 1,571,679 +609,427 +63.3% 0.15% $23.7M 2024-02-14 $17.85
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding INDV

As of 2026 Q1 — sorted by position size

Alta Fundamental Advisers LLC 3Y 7Y 4.7% Claret Asset Management Corp 3Y 7Y 2.58% Sandro Wealth Management LLC 2.35% CLARK ESTATES INC/NY 3Y 7Y 0.68% Jackson Creek Investment Advisors LLC 3Y 0.62% FLORIDA FINANCIAL ADVISORS, LLC 0.43% NAVELLIER & ASSOCIATES INC 3Y 7Y 0.43% Two West Capital Advisors LLC 0.19% CVFG LLC 0.17% UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 3Y 7Y 0.11%

FAQ About Jefferies Financial Group Inc. and INDV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Jefferies Financial Group Inc. reported owning INDV?

Jefferies Financial Group Inc. reported INDV across 13 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported INDV position in Jefferies Financial Group Inc.'s portfolio?

The largest reported portfolio weight for INDV was 0.27% in 2025 Q2.

What is the latest reported INDV position on this page?

The most recent filing on this page is 2026 Q1, when Jefferies Financial Group Inc. reported 507,909 shares, equal to 0.11% of portfolio, with an estimated market value of $15.5M.

What does the chart on this INDV ownership page compare?

The chart compares Jefferies Financial Group Inc.'s quarterly INDV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Jefferies Financial Group Inc. time their INDV position?

Based on 13F filing dates vs. subsequent INDV price moves, Jefferies Financial Group Inc. correctly timed 6 out of 14 reported position changes (43%). The annualised alpha on INDV relative to SPY over the holding period was +0.3%.

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