Jefferies Financial Group Inc.
JEF- 交易所
- NYSE
- 產業
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000096223
近 90 天，Jefferies Financial Group Inc. 內部人申報 1 筆公開市場買進、0 筆賣出；2026 年第 2 季末有 590 家機構在 13F 申報持有，市值合計 $68.3 億；波克夏和Chou Associates兩位大師持有。
2021 年第 3 季 13F 持有人
Jefferies Financial Group Inc. 在 2021/9/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 474
- 較 2021 年第 2 季 +46 家
- 持有股數
- 1.71 億
- 較 2021 年第 2 季 −53.2 萬 (−0.3%)
- 總市值
- $63.4 億
- 較 2021 年第 2 季 +$4.89 億 (+8.4%)
- 新進機構
- 79
- 另有 120 家加碼
- 清倉機構
- 33
- 另有 193 家減碼
另有 5 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 JEF 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 590 | $68.3 億 |
| 2026 年第 1 季 | 561 | $58.9 億 |
| 2025 年第 4 季 | 597 | $91.6 億 |
| 2025 年第 3 季 | 570 | $94.4 億 |
| 2025 年第 2 季 | 557 | $78.9 億 |
| 2025 年第 1 季 | 564 | $76.4 億 |
| 2024 年第 4 季 | 584 | $119.6 億 |
| 2024 年第 3 季 | 534 | $89.4 億 |
| 2024 年第 2 季 | 493 | $67.6 億 |
| 2024 年第 1 季 | 480 | $57.4 億 |
| 2023 年第 4 季 | 475 | $52.2 億 |
| 2023 年第 3 季 | 439 | $48.0 億 |
| 2023 年第 2 季 | 429 | $45.0 億 |
| 2023 年第 1 季 | 464 | $46.9 億 |
| 2022 年第 4 季 | 471 | $52.0 億 |
| 2022 年第 3 季 | 423 | $45.1 億 |
| 2022 年第 2 季 | 428 | $43.5 億 |
| 2022 年第 1 季 | 473 | $54.6 億 |
| 2021 年第 4 季 | 505 | $64.8 億 |
| 2021 年第 3 季 | 474 | $63.4 億 |
| 2021 年第 2 季 | 433 | $58.5 億 |
| 2021 年第 1 季 | 451 | $51.6 億 |
2021 年第 3 季持有機構
每家機構持有 Jefferies Financial Group Inc. 的股數、市值與佔組合比重；股數變化跟 2021 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| CWM Advisors, LLC | 15,066 | $55.9 萬 | 0.07% | +2,481+19.7% | 加碼 |
| MYDA Advisors LLC | 15,000 | $55.7 萬 | 0.20% | 00.0% | 不變 |
| Joel Isaacson & Co., LLC | 15,000 | $55.7 萬 | 0.04% | 00.0% | 不變 |
| Harbor Advisors LLC | 15,000 | $55.7 萬 | 0.11% | 00.0% | 不變 |
| Pictet Asset Management SA | 14,831 | $55.1 萬 | 0.00% | +14,831 | 新進 |
| Candriam Luxembourg S.C.A. | 14,793 | $54.9 萬 | 0.00% | +14,793 | 新進 |
| Mercer Global Advisors Inc | 14,763 | $54.8 萬 | 0.00% | +3,617+32.5% | 加碼 |
| Mariner, LLC | 14,686 | $54.5 萬 | 0.00% | +901+6.5% | 加碼 |
| Optimal Asset Management, Inc. | 14,514 | $53.9 萬 | 0.07% | +14+0.1% | 加碼 |
| Panagora Asset Management Inc | 14,487 | $53.8 萬 | 0.00% | +499+3.6% | 加碼 |
| AMP Capital Investors Ltd | 14,401 | $53.5 萬 | 0.00% | 00.0% | 不變 |
| Duality Advisers, LP | 14,381 | $53.4 萬 | 0.04% | +14,381 | 新進 |
| Citadel Investment Advisory, Inc. | 15,585 | $53.3 萬 | 0.33% | 00.0% | 不變 |
| Wedbush Securities Inc | 14,300 | $53.1 萬 | 0.03% | +306+2.2% | 加碼 |
| CPWM, LLC | 14,039 | $52.1 萬 | 0.05% | +36+0.3% | 加碼 |
| HMS Capital Management, LLC | 13,861 | $51.5 萬 | 0.24% | +13,861 | 新進 |
| Monetary Management Group Inc | 13,600 | $50.5 萬 | 0.14% | −1,000−6.8% | 減碼 |
| Wright Investors Service Inc | 13,557 | $50.3 萬 | 0.14% | +13,557 | 新進 |
| Natixis Advisors, L.P. | 13,471 | $50.0 萬 | 0.00% | −167,882−92.6% | 減碼 |
| Janney Montgomery Scott LLC | 13,444 | $49.9 萬 | 0.00% | +2,432+22.1% | 加碼 |
| Delta Investment Management, LLC | 13,183 | $48.9 萬 | 0.15% | −2,000−13.2% | 減碼 |
| Parsec Financial Management, Inc. | 11,423 | $48.7 萬 | 0.02% | +11,423 | 新進 |
| Invst, LLC | 12,974 | $48.2 萬 | 0.08% | −421−3.1% | 減碼 |
| HM Payson & Co | 12,450 | $46.2 萬 | 0.01% | −200−1.6% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 12,366 | $45.9 萬 | 0.02% | +12,366 | 新進 |
| Aj Wealth Strategies, LLC | 12,317 | $45.7 萬 | 0.02% | 00.0% | 不變 |
| Bank Hapoalim BM | 12,175 | $45.2 萬 | 0.05% | −625−4.9% | 減碼 |
| Gotham Asset Management, LLC | 12,018 | $44.6 萬 | 0.02% | +12,018 | 新進 |
| SG Americas Securities, LLC | 11,739 | $43.6 萬 | 0.00% | −396,317−97.1% | 減碼 |
| Shelton Capital Management | 11,467 | $42.6 萬 | 0.02% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 11,339 | $42.1 萬 | 0.00% | 00.0% | 不變 |
| Creative Planning | 11,221 | $41.7 萬 | 0.00% | +4,981+79.8% | 加碼 |
| JB Capital LLC | 11,117 | $41.3 萬 | 0.05% | +11,117 | 新進 |
| Tower Research Capital LLC (TRC) | 11,102 | $41.2 萬 | 0.01% | −4,852−30.4% | 減碼 |
| Walleye Trading LLC | 11,028 | $40.9 萬 | 0.01% | −109,510−90.9% | 減碼 |
| Warther Private Wealth, LLC | 10,752 | $40.8 萬 | 0.36% | +10,752 | 新進 |
| DuPont Capital Management Corp | 10,854 | $40.3 萬 | 0.01% | +6,986+180.6% | 加碼 |
| National Asset Management, Inc. | 10,795 | $40.1 萬 | 0.01% | +89+0.8% | 加碼 |
| Engineers Gate Manager LP | 10,796 | $40.1 萬 | 0.02% | +10,796 | 新進 |
| Globeflex Capital L P | 10,720 | $39.8 萬 | 0.09% | 00.0% | 不變 |
| Buckingham Strategic Wealth, LLC | 10,673 | $39.6 萬 | 0.01% | +10,673 | 新進 |
| Eaton Vance Management | 29,807 | $39.1 萬 | 0.00% | −121−0.4% | 減碼 |
| Profund Advisors LLC | 10,216 | $37.9 萬 | 0.01% | −2,509−19.7% | 減碼 |
| CIBC Asset Management Inc | 10,114 | $37.6 萬 | 0.00% | +732+7.8% | 加碼 |
| Moody Aldrich Partners LLC | 9,973 | $37.0 萬 | 0.05% | −8−0.1% | 減碼 |
| Alps Advisors Inc | 9,917 | $36.8 萬 | 0.00% | +9,917 | 新進 |
| World Asset Management Inc | 9,832 | $36.5 萬 | 0.04% | −699−6.6% | 減碼 |
| AGF Investments LLC | 9,517 | $35.3 萬 | 0.03% | −790−7.7% | 減碼 |
| Wellington Management Group LLP | 9,007 | $33.4 萬 | 0.00% | −7,202−44.4% | 減碼 |
| Bard Financial Services, Inc. | 9,000 | $33.4 萬 | 0.03% | +9,000 | 新進 |
| Avantax Advisory Services, Inc. | 8,544 | $31.8 萬 | 0.01% | −7,087−45.3% | 減碼 |
| Integrated Advisors Network LLC | 8,069 | $30.0 萬 | 0.02% | +8,069 | 新進 |
| Wade G W & Inc | 8,056 | $29.9 萬 | 0.01% | −74−0.9% | 減碼 |
| Lake Street Financial LLC | 8,000 | $29.7 萬 | 0.07% | −3,000−27.3% | 減碼 |
| Argent Trust Co | 7,954 | $29.6 萬 | 0.02% | +7,954 | 新進 |
| Chicago Trust Co NA | 7,919 | $29.4 萬 | 0.06% | −3,764−32.2% | 減碼 |
| Pinnacle Financial Partners Inc | 7,655 | $28.4 萬 | 0.01% | +7,655 | 新進 |
| Cetera Advisor Networks LLC | 7,584 | $28.2 萬 | 0.00% | +7,584 | 新進 |
| Crewe Advisors LLC | 7,546 | $28.0 萬 | 0.07% | 00.0% | 不變 |
| Boston Trust Walden Corp | 7,500 | $27.8 萬 | 0.00% | 00.0% | 不變 |
| Apexium Financial, LP | 7,163 | $26.6 萬 | 0.15% | 00.0% | 不變 |
| Edmonds Duncan Registered Investment Advisors, LLC | 7,153 | $26.6 萬 | 0.08% | +385+5.7% | 加碼 |
| Spire Wealth Management | 7,100 | $26.4 萬 | 0.01% | −400−5.3% | 減碼 |
| Wealthspire Advisors, LLC | 6,909 | $25.7 萬 | 0.01% | +6,909 | 新進 |
| Independent Advisor Alliance | 6,923 | $25.7 萬 | 0.01% | +6,923 | 新進 |
| Carnegie Capital Asset Management, LLC | 6,707 | $24.9 萬 | 0.01% | 00.0% | 不變 |
| JustInvest LLC | 6,577 | $24.4 萬 | 0.02% | +622+10.4% | 加碼 |
| Mma Asset Management LLC | 6,484 | $24.1 萬 | 0.18% | 00.0% | 不變 |
| Country Club Trust Company, n.a. | 6,200 | $23.4 萬 | 0.02% | 00.0% | 不變 |
| IBM Retirement Fund | 6,173 | $22.9 萬 | 0.02% | 00.0% | 不變 |
| Macquarie Group Ltd | 6,137 | $22.8 萬 | 0.00% | −968−13.6% | 減碼 |
| PAX Financial Group, LLC | 6,142 | $22.8 萬 | 0.06% | +6,142 | 新進 |
| Inspire Advisors, LLC | 6,092 | $22.6 萬 | 0.07% | +6,092 | 新進 |
| Cooper Financial Group | 6,050 | $22.5 萬 | 0.05% | +40+0.7% | 加碼 |
| Searle & Co. | 6,000 | $22.3 萬 | 0.09% | 00.0% | 不變 |
| HSBC Holdings PLC | 5,917 | $22.2 萬 | 0.00% | −26,088−81.5% | 減碼 |
| IFP Advisors, Inc | 5,881 | $22.2 萬 | 0.00% | −6,911−54.0% | 減碼 |
| Paradigm Financial Partners, LLC | 5,565 | $21.9 萬 | 0.05% | +5,565 | 新進 |
| Cigna Investments Inc | 5,737 | $21.2 萬 | 0.02% | −600−9.5% | 減碼 |
| Aft, Forsyth & Company, Inc. | 5,700 | $21.2 萬 | 0.11% | +5,700 | 新進 |
| Checchi Capital Advisers, LLC | 5,699 | $21.2 萬 | 0.03% | +5,699 | 新進 |
| Ancora Advisors, LLC | 5,675 | $21.1 萬 | 0.01% | +2,575+83.1% | 加碼 |
| Whittier Trust Co of Nevada Inc | 5,478 | $20.3 萬 | 0.01% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 5,229 | $19.4 萬 | 0.00% | −899−14.7% | 減碼 |
| Vestor Capital, LLC | 4,646 | $17.3 萬 | 0.02% | 00.0% | 不變 |
| First Mercantile Trust Co | 4,216 | $15.7 萬 | 0.02% | −470−10.0% | 減碼 |
| Eagle Bay Advisors LLC | 4,200 | $15.6 萬 | 0.09% | +1,900+82.6% | 加碼 |
| US Asset Management LLC | 4,175 | $15.5 萬 | 0.15% | +4,175 | 新進 |
| Tacita Capital Inc | 4,078 | $15.1 萬 | 0.09% | 00.0% | 不變 |
| Altshuler Shaham Ltd | 4,048 | $15.1 萬 | 0.00% | +2,206+119.8% | 加碼 |
| Geneos Wealth Management Inc. | 3,630 | $13.7 萬 | 0.01% | +2,570+242.5% | 加碼 |
| Northwestern Mutual Wealth Management Co | 3,516 | $13.1 萬 | 0.00% | +670+23.5% | 加碼 |
| Sterling Investment Advisors, Ltd. | 2,757 | $10.2 萬 | 0.03% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 2,577 | $9.50 萬 | 0.02% | +2,577 | 新進 |
| Lazard Asset Management LLC | 2,424 | $9.00 萬 | 0.00% | +574+31.0% | 加碼 |
| Covington Capital Management | 2,182 | $8.10 萬 | 0.00% | +245+12.6% | 加碼 |
| Longfellow Investment Management Co LLC | 2,127 | $7.90 萬 | 0.01% | 00.0% | 不變 |
| Signaturefd, LLC | 2,123 | $7.90 萬 | 0.00% | −14−0.7% | 減碼 |
| Harbour Investments, Inc. | 2,075 | $7.70 萬 | 0.00% | +374+22.0% | 加碼 |
| Private Capital Group, LLC | 1,877 | $7.00 萬 | 0.02% | −35−1.8% | 減碼 |