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 4 季 13F 持有人
Jefferies Financial Group Inc. 在 2021/12/31 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
- 505
- 較 2021 年第 3 季 +35 家
- 持有股數
- 1.67 億
- 較 2021 年第 3 季 −353.7 萬 (−2.1%)
- 總市值
- $64.8 億
- 較 2021 年第 3 季 +$1.43 億 (+2.3%)
- 新進機構
- 92
- 另有 154 家加碼
- 清倉機構
- 57
- 另有 170 家減碼
另有 4 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 22,104,360 | $8.58 億 | 0.02% | +105,298+0.5% | 加碼 |
| BlackRock Inc. | 18,249,052 | $7.08 億 | 0.02% | +563,500+3.2% | 加碼 |
| Sumitomo Mitsui Financial Group, Inc. | 10,500,000 | $4.07 億 | 11.96% | 00.0% | 不變 |
| First Pacific Advisors, LP | 5,754,535 | $2.23 億 | 2.77% | −1,043,042−15.3% | 減碼 |
| State Street Corp | 5,700,991 | $2.21 億 | 0.01% | +217,365+4.0% | 加碼 |
| First Trust Advisors LP | 4,945,818 | $1.92 億 | 0.19% | +927,840+23.1% | 加碼 |
| Alliancebernstein L.P. | 4,550,667 | $1.77 億 | 0.06% | +2,174,282+91.5% | 加碼 |
| Geode Capital Management, LLC | 3,817,082 | $1.48 億 | 0.02% | +182,064+5.0% | 加碼 |
| Dimensional Fund Advisors LP | 3,751,881 | $1.46 億 | 0.04% | +36,748+1.0% | 加碼 |
| LSV Asset Management | 3,612,705 | $1.40 億 | 0.25% | +308,300+9.3% | 加碼 |
| Burgundy Asset Management Ltd. | 3,463,898 | $1.34 億 | 1.31% | +47,666+1.4% | 加碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 3,437,553 | $1.33 億 | 0.42% | −833,126−19.5% | 減碼 |
| Goldman Sachs Group Inc | 3,259,892 | $1.26 億 | 0.03% | −2,218,193−40.5% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 3,033,397 | $1.18 億 | 0.14% | −806,149−21.0% | 減碼 |
| Donald Smith & Co., Inc. | 2,807,389 | $1.09 億 | 3.86% | −107,317−3.7% | 減碼 |
| Bank of New York Mellon Corp | 2,652,420 | $1.03 億 | 0.02% | +78,408+3.0% | 加碼 |
| Norges Bank | 2,186,262 | $8,483 萬 | 0.02% | 00.0% | 不變 |
| Captrust Financial Advisors | 2,152,407 | $8,351 萬 | 0.57% | +86,376+4.2% | 加碼 |
| Beck Mack & Oliver LLC | 2,014,132 | $7,815 萬 | 1.86% | −37,127−1.8% | 減碼 |
| JPMorgan Chase & Co | 1,997,255 | $7,749 萬 | 0.01% | −18,734−0.9% | 減碼 |
| Artemis Investment Management LLP | 1,684,911 | $6,534 萬 | 0.47% | +322,049+23.6% | 加碼 |
| Northern Trust Corp | 1,650,641 | $6,404 萬 | 0.01% | −71,891−4.2% | 減碼 |
| Invesco Ltd. | 1,613,730 | $6,261 萬 | 0.02% | −45,022−2.7% | 減碼 |
| Private Management Group Inc | 1,532,834 | $5,947 萬 | 2.38% | −151,169−9.0% | 減碼 |
| Miller Howard Investments Inc | 1,526,438 | $5,923 萬 | 2.19% | +15,850+1.0% | 加碼 |
| Allianz Asset Management GmbH | 1,427,757 | $5,540 萬 | 0.04% | +84,059+6.3% | 加碼 |
| AQR Capital Management LLC | 1,177,204 | $4,568 萬 | 0.08% | +241,619+25.8% | 加碼 |
| Nuveen Asset Management, LLC | 1,134,694 | $4,403 萬 | 0.01% | −49,927−4.2% | 減碼 |
| Assetmark, Inc | 1,111,945 | $4,314 萬 | 0.18% | +252,876+29.4% | 加碼 |
| Charles Schwab Investment Management Inc | 1,105,109 | $4,288 萬 | 0.01% | −158,222−12.5% | 減碼 |
| Ceredex Value Advisors LLC | 1,074,503 | $4,169 萬 | 0.45% | −436,682−28.9% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 1,023,584 | $3,972 萬 | 0.23% | −585,460−36.4% | 減碼 |
| Robeco Institutional Asset Management B.V. | 811,444 | $3,148 萬 | 0.07% | −143,584−15.0% | 減碼 |
| Hosking Partners LLP | 805,368 | $3,125 萬 | 0.75% | −15,467−1.9% | 減碼 |
| Wedge Capital Management L L P | 803,380 | $3,117 萬 | 0.39% | −122,258−13.2% | 減碼 |
| Man Group plc | 790,198 | $3,066 萬 | 0.10% | +504,532+176.6% | 加碼 |
| Private Capital Management, LLC | 789,105 | $3,062 萬 | 4.73% | +3,480+0.4% | 加碼 |
| Ameriprise Financial Inc | 830,166 | $2,976 萬 | 0.01% | +442,585+114.2% | 加碼 |
| Pacifica Capital Investments, LLC | 743,116 | $2,883 萬 | 8.87% | −47,900−6.1% | 減碼 |
| Bank of America Corp | 724,629 | $2,812 萬 | 0.00% | −58,326−7.4% | 減碼 |
| Principal Financial Group Inc | 712,112 | $2,763 萬 | 0.02% | −8,830−1.2% | 減碼 |
| First Wilshire Securities Management Inc | 708,949 | $2,751 萬 | 8.58% | −12,496−1.7% | 減碼 |
| PGGM Investments | 659,332 | $2,558 萬 | 0.13% | −55,807−7.8% | 減碼 |
| Victory Capital Management Inc | 636,625 | $2,470 萬 | 0.02% | +318,463+100.1% | 加碼 |
| Royal Bank of Canada | 630,146 | $2,445 萬 | 0.01% | −518,351−45.1% | 減碼 |
| Morgan Stanley | 627,829 | $2,436 萬 | 0.00% | +14,030+2.3% | 加碼 |
| Retirement Systems of Alabama | 618,344 | $2,399 萬 | 0.08% | +1,351+0.2% | 加碼 |
| Moerus Capital Management LLC | 590,485 | $2,291 萬 | 9.97% | +4,112+0.7% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 551,469 | $2,140 萬 | 5.50% | −11,571−2.1% | 減碼 |
| Legal & General Group Plc | 534,264 | $2,073 萬 | 0.01% | −2,484−0.5% | 減碼 |
| American Century Companies Inc | 534,254 | $2,073 萬 | 0.01% | −15,087−2.7% | 減碼 |
| Rhumbline Advisers | 529,297 | $2,054 萬 | 0.03% | −9,976−1.8% | 減碼 |
| Parametric Portfolio Associates LLC | 528,019 | $2,049 萬 | 0.01% | +31,231+6.3% | 加碼 |
| California Public Employees Retirement System | 485,249 | $1,883 萬 | 0.01% | −21,585−4.3% | 減碼 |
| Voloridge Investment Management, LLC | 469,140 | $1,820 萬 | 0.10% | +453,345+2,870.2% | 加碼 |
| Swiss National Bank | 461,900 | $1,792 萬 | 0.01% | −1,900−0.4% | 減碼 |
| GoodHaven Capital Management, LLC | 451,599 | $1,752 萬 | 10.24% | 00.0% | 不變 |
| Robotti Robert | 441,006 | $1,711 萬 | 3.47% | −5,964−1.3% | 減碼 |
| Bamco Inc | 440,000 | $1,707 萬 | 0.04% | +440,000 | 新進 |
| UBS Asset Management Americas Inc | 438,986 | $1,703 萬 | 0.01% | −55,532−11.2% | 減碼 |
| First Manhattan Co | 414,890 | $1,610 萬 | 0.05% | −6,460−1.5% | 減碼 |
| Millennium Management LLC | 386,620 | $1,500 萬 | 0.02% | −209,279−35.1% | 減碼 |
| Eubel Brady & Suttman Asset Management Inc | 384,575 | $1,492 萬 | 2.92% | −13,376−3.4% | 減碼 |
| Agf Investments Inc. | 375,000 | $1,455 萬 | 0.10% | 00.0% | 不變 |
| Citadel Advisors LLC | 361,502 | $1,403 萬 | 0.02% | +340,872+1,652.3% | 加碼 |
| Iat Reinsurance Co Ltd. | 360,872 | $1,400 萬 | 2.30% | 00.0% | 不變 |
| Wells Fargo & Company | 346,728 | $1,345 萬 | 0.00% | −283,665−45.0% | 減碼 |
| Oppenheimer & Co Inc | 342,316 | $1,328 萬 | 0.23% | +83,973+32.5% | 加碼 |
| NewEdge Wealth, LLC | 337,225 | $1,308 萬 | 0.55% | −839−0.2% | 減碼 |
| American International Group, Inc. | 332,460 | $1,290 萬 | 0.06% | −8,138−2.4% | 減碼 |
| Rock Point Advisors, LLC | 330,988 | $1,284 萬 | 3.62% | −50,760−13.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 303,030 | $1,176 萬 | 0.02% | −3,247−1.1% | 減碼 |
| Brandywine Global Investment Management, LLC | 299,702 | $1,163 萬 | 0.08% | −5,279−1.7% | 減碼 |
| California State Teachers Retirement System | 299,040 | $1,160 萬 | 0.01% | −62,334−17.2% | 減碼 |
| New York State Teachers Retirement System | 295,996 | $1,149 萬 | 0.02% | +22,455+8.2% | 加碼 |
| Janus Henderson Group PLC | 290,142 | $1,126 萬 | 0.00% | −12,527−4.1% | 減碼 |
| Prudential Financial Inc | 234,240 | $1,015 萬 | 0.01% | −34,452−12.8% | 減碼 |
| Franklin Resources Inc | 258,795 | $1,004 萬 | 0.00% | +227,956+739.2% | 加碼 |
| Mastrapasqua Asset Management Inc | 258,102 | $1,001 萬 | 0.98% | +50,732+24.5% | 加碼 |
| LPL Financial LLC | 256,327 | $994.5 萬 | 0.01% | −3,349−1.3% | 減碼 |
| Virginia Retirement Systems Et Al | 254,900 | $989.0 萬 | 0.09% | +1,200+0.5% | 加碼 |
| Raymond James & Associates | 253,934 | $985.3 萬 | 0.01% | +54,192+27.1% | 加碼 |
| Wallace Capital Management Inc. | 251,074 | $974.2 萬 | 1.37% | +1,971+0.8% | 加碼 |
| UBS Group AG | 247,407 | $959.9 萬 | 0.00% | −170.0% | 減碼 |
| New York State Common Retirement Fund | 241,114 | $935.5 萬 | 0.01% | −10,855−4.3% | 減碼 |
| Renaissance Technologies LLC | 228,989 | $888.5 萬 | 0.01% | −172,400−43.0% | 減碼 |
| Manufacturers Life Insurance Company, The | 222,241 | $862.3 萬 | 0.01% | −5,276−2.3% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 220,470 | $855.4 萬 | 0.15% | −9,032−3.9% | 減碼 |
| Zacks Investment Management | 220,015 | $853.6 萬 | 0.12% | +76,872+53.7% | 加碼 |
| Merrion Investment Management Co, LLC | 214,416 | $831.9 萬 | 6.10% | 00.0% | 不變 |
| ACR Alpine Capital Research, LLC | 201,845 | $783.1 萬 | 0.42% | +9,693+5.0% | 加碼 |
| Deutsche Bank AG | 199,922 | $775.7 萬 | 0.00% | −35,969−15.2% | 減碼 |
| Waterfront Wealth Inc. | 198,282 | $769.3 萬 | 3.05% | −21,081−9.6% | 減碼 |
| Lafayette Investments, Inc. | 189,523 | $735.3 萬 | 1.84% | +580+0.3% | 加碼 |
| Credit Suisse AG | 188,470 | $731.3 萬 | 0.01% | −27,702−12.8% | 減碼 |
| Gabelli Funds LLC | 176,510 | $684.9 萬 | 0.04% | −7,200−3.9% | 減碼 |
| Mutual of America Capital Management LLC | 175,714 | $681.8 萬 | 0.07% | +1,420+0.8% | 加碼 |
| Allspring Global Investments Holdings, LLC | 174,230 | $676.0 萬 | 0.01% | +174,230 | 新進 |
| Cubist Systematic Strategies, LLC | 170,187 | $660.3 萬 | 0.06% | −91,453−35.0% | 減碼 |
| Karp Capital Management Corp | 168,915 | $655.4 萬 | 0.82% | +22,772+15.6% | 加碼 |