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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 3,742 | $14.5 萬 | 0.00% | +226+6.4% | 加碼 |
| Altshuler Shaham Ltd | 3,922 | $15.2 萬 | 0.00% | −126−3.1% | 減碼 |
| Tacita Capital Inc | 4,078 | $15.8 萬 | 0.09% | 00.0% | 不變 |
| Loomis Sayles & Co L P | 4,620 | $17.9 萬 | 0.00% | +4,296+1,325.9% | 加碼 |
| Vestor Capital, LLC | 4,646 | $18.0 萬 | 0.02% | 00.0% | 不變 |
| Carolina Wealth Advisors, LLC | 4,638 | $18.0 萬 | 0.10% | +4,638 | 新進 |
| Whittier Trust Co | 5,066 | $19.7 萬 | 0.00% | +5,026+12,565.0% | 加碼 |
| Independent Solutions Wealth Management, LLC | 5,172 | $20.1 萬 | 0.05% | +5,172 | 新進 |
| Ergoteles LLC | 5,268 | $20.4 萬 | 0.01% | +5,268 | 新進 |
| Cetera Investment Advisers | 5,288 | $20.5 萬 | 0.00% | +5,288 | 新進 |
| First Heartland Consultants, Inc. | 5,342 | $20.7 萬 | 0.03% | +5,342 | 新進 |
| Alterna Wealth Management, Inc | 5,328 | $20.7 萬 | 0.17% | +5,328 | 新進 |
| Panagora Asset Management Inc | 5,371 | $20.8 萬 | 0.00% | −9,116−62.9% | 減碼 |
| Blair William & Co | 5,368 | $20.8 萬 | 0.00% | +5,368 | 新進 |
| MTM Investment Management, LLC | 5,379 | $20.9 萬 | 0.10% | +5,379 | 新進 |
| Whittier Trust Co of Nevada Inc | 5,478 | $21.2 萬 | 0.01% | 00.0% | 不變 |
| Lake Street Financial LLC | 5,500 | $21.3 萬 | 0.04% | −2,500−31.3% | 減碼 |
| Two Sigma Securities, LLC | 5,575 | $21.6 萬 | 0.04% | +5,575 | 新進 |
| Ethic Inc. | 5,598 | $21.7 萬 | 0.02% | +5,598 | 新進 |
| Paradigm Financial Partners, LLC | 5,611 | $21.8 萬 | 0.05% | +46+0.8% | 加碼 |
| Meeder Asset Management Inc | 5,621 | $21.8 萬 | 0.02% | +4,090+267.1% | 加碼 |
| Aft, Forsyth & Company, Inc. | 5,700 | $22.1 萬 | 0.11% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 5,699 | $22.1 萬 | 0.02% | 00.0% | 不變 |
| Change Path, LLC | 5,705 | $22.2 萬 | 0.01% | +5,705 | 新進 |
| Gsa Capital Partners LLP | 5,963 | $23.1 萬 | 0.03% | +5,963 | 新進 |
| Searle & Co. | 6,000 | $23.3 萬 | 0.08% | 00.0% | 不變 |
| Cooper Financial Group | 6,089 | $23.6 萬 | 0.09% | +39+0.6% | 加碼 |
| Cullen/Frost Bankers, Inc. | 6,129 | $23.8 萬 | 0.00% | +900+17.2% | 加碼 |
| Prospera Financial Services Inc | 6,167 | $23.9 萬 | 0.01% | +6,167 | 新進 |
| Aspiriant, LLC | 6,192 | $24.0 萬 | 0.01% | +6,192 | 新進 |
| Diversified Trust Co | 6,237 | $24.2 萬 | 0.01% | −9,741−61.0% | 減碼 |
| Country Club Trust Company, n.a. | 6,200 | $24.2 萬 | 0.02% | 00.0% | 不變 |
| Watershed Asset Management, L.L.C. | 6,453 | $25.0 萬 | 0.23% | +6,453 | 新進 |
| Jump Financial, LLC | 6,479 | $25.1 萬 | 0.02% | −47,319−88.0% | 減碼 |
| Intersect Capital LLC | 6,489 | $25.2 萬 | 0.05% | +6,489 | 新進 |
| Independent Advisor Alliance | 6,614 | $25.7 萬 | 0.01% | −309−4.5% | 減碼 |
| Carnegie Capital Asset Management, LLC | 6,707 | $26.0 萬 | 0.01% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 6,720 | $26.1 萬 | 0.01% | +6,720 | 新進 |
| Greenleaf Trust | 6,722 | $26.1 萬 | 0.00% | +6,722 | 新進 |
| Mma Asset Management LLC | 6,768 | $26.3 萬 | 0.19% | +284+4.4% | 加碼 |
| New Century Advisors, LLC | 6,800 | $26.4 萬 | 0.25% | +6,800 | 新進 |
| DekaBank Deutsche Girozentrale | 6,876 | $27.0 萬 | 0.00% | +6,876 | 新進 |
| Manteio Capital LLC | 6,973 | $27.1 萬 | 0.35% | +6,973 | 新進 |
| Algert Global LLC | 7,141 | $27.7 萬 | 0.03% | −10,630−59.8% | 減碼 |
| Apexium Financial, LP | 7,163 | $27.8 萬 | 0.14% | 00.0% | 不變 |
| Forum Financial Management, LP | 7,393 | $28.7 萬 | 0.01% | +7,393 | 新進 |
| Boston Trust Walden Corp | 7,500 | $29.1 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 7,495 | $29.1 萬 | 0.01% | +395+5.6% | 加碼 |
| MML Investors Services, LLC | 7,530 | $29.2 萬 | 0.00% | +7,530 | 新進 |
| Crewe Advisors LLC | 7,546 | $29.3 萬 | 0.06% | 00.0% | 不變 |
| Edmonds Duncan Registered Investment Advisors, LLC | 8,093 | $29.3 萬 | 0.09% | +940+13.1% | 加碼 |
| Umb Bank N A | 7,600 | $29.5 萬 | 0.00% | +7,600 | 新進 |
| Pinnacle Financial Partners Inc | 7,655 | $29.7 萬 | 0.01% | 00.0% | 不變 |
| Wulff, Hansen & Co. | 7,680 | $29.8 萬 | 0.26% | +7,680 | 新進 |
| Wade G W & Inc | 8,091 | $31.4 萬 | 0.01% | +35+0.4% | 加碼 |
| Ancora Advisors, LLC | 8,225 | $31.9 萬 | 0.01% | +2,550+44.9% | 加碼 |
| Quadrature Capital Ltd | 8,219 | $31.9 萬 | 0.02% | +8,219 | 新進 |
| Argent Trust Co | 8,257 | $32.0 萬 | 0.02% | +303+3.8% | 加碼 |
| Tudor Investment Corp Et Al | 8,247 | $32.0 萬 | 0.01% | +8,247 | 新進 |
| Invst, LLC | 9,257 | $32.7 萬 | 0.05% | −3,717−28.6% | 減碼 |
| Simplex Trading, LLC | 8,682 | $33.6 萬 | 0.01% | +8,682 | 新進 |
| Sigma Planning Corp | 8,751 | $34.0 萬 | 0.01% | +8,751 | 新進 |
| Ascent Group, LLC | 9,834 | $34.7 萬 | 0.04% | +9,834 | 新進 |
| Wellington Management Group LLP | 9,007 | $34.9 萬 | 0.00% | 00.0% | 不變 |
| Affinity Investment Advisors, LLC | 9,110 | $35.3 萬 | 0.14% | +9,110 | 新進 |
| Monetary Management Group Inc | 9,400 | $36.5 萬 | 0.09% | −4,200−30.9% | 減碼 |
| Magnetar Financial LLC | 9,769 | $37.9 萬 | 0.00% | +9,769 | 新進 |
| Campbell & CO Investment Adviser LLC | 9,803 | $38.0 萬 | 0.13% | +9,803 | 新進 |
| Moody Aldrich Partners LLC | 9,843 | $38.2 萬 | 0.05% | −130−1.3% | 減碼 |
| Profund Advisors LLC | 10,115 | $39.2 萬 | 0.01% | −101−1.0% | 減碼 |
| RVW Wealth, LLC | 10,096 | $39.2 萬 | 0.04% | +10,096 | 新進 |
| Delta Investment Management, LLC | 10,184 | $39.5 萬 | 0.11% | −2,999−22.7% | 減碼 |
| JustInvest LLC | 10,186 | $39.5 萬 | 0.02% | +3,609+54.9% | 加碼 |
| Buckingham Strategic Wealth, LLC | 10,348 | $40.2 萬 | 0.01% | −325−3.0% | 減碼 |
| Index Fund Advisors, Inc. | 10,350 | $40.2 萬 | 0.03% | +10,350 | 新進 |
| Federation des caisses Desjardins du Quebec | 10,405 | $40.4 萬 | 0.00% | −934−8.2% | 減碼 |
| Shelton Capital Management | 10,474 | $40.6 萬 | 0.01% | −993−8.7% | 減碼 |
| Globeflex Capital L P | 10,720 | $41.6 萬 | 0.09% | 00.0% | 不變 |
| Abacus Planning Group, Inc. | 10,913 | $42.3 萬 | 0.11% | −5,203−32.3% | 減碼 |
| CIBC Asset Management Inc | 10,951 | $42.5 萬 | 0.00% | +837+8.3% | 加碼 |
| Prelude Capital Management, LLC | 11,043 | $42.8 萬 | 0.02% | −34,277−75.6% | 減碼 |
| Eqis Capital Management, Inc. | 11,038 | $42.8 萬 | 0.03% | +11,038 | 新進 |
| Stephens Inc | 11,121 | $43.1 萬 | 0.01% | −28,050−71.6% | 減碼 |
| National Asset Management, Inc. | 11,287 | $43.8 萬 | 0.01% | +492+4.6% | 加碼 |
| Creative Planning | 11,656 | $45.2 萬 | 0.00% | +435+3.9% | 加碼 |
| Gotham Asset Management, LLC | 11,877 | $46.1 萬 | 0.01% | −141−1.2% | 減碼 |
| HM Payson & Co | 12,075 | $46.9 萬 | 0.01% | −375−3.0% | 減碼 |
| Pictet Asset Management SA | 12,300 | $47.7 萬 | 0.00% | −2,531−17.1% | 減碼 |
| Aj Wealth Strategies, LLC | 12,317 | $47.8 萬 | 0.02% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 11,721 | $48.7 萬 | 0.00% | +11,721 | 新進 |
| Natixis Advisors, L.P. | 12,733 | $49.4 萬 | 0.00% | −738−5.5% | 減碼 |
| Two Sigma Investments, LP | 12,724 | $49.4 萬 | 0.00% | +12,724 | 新進 |
| Jane Street Group, LLC | 12,794 | $49.7 萬 | 0.00% | −8,293−39.3% | 減碼 |
| Dynamic Technology Lab Private Ltd | 12,809 | $49.7 萬 | 0.06% | +12,809 | 新進 |
| Wolverine Trading, LLC | 12,831 | $50.0 萬 | 0.01% | +12,831 | 新進 |
| Cetera Advisor Networks LLC | 12,967 | $50.3 萬 | 0.01% | +5,383+71.0% | 加碼 |
| Autumn Glory Partners, LLC | 13,025 | $50.5 萬 | 0.21% | +13,025 | 新進 |
| CPWM, LLC | 14,039 | $52.1 萬 | 0.04% | 00.0% | 不變 |
| Roberts Capital Advisors, LLC | 13,500 | $52.4 萬 | 0.49% | +13,500 | 新進 |
| Wedbush Securities Inc | 13,686 | $53.1 萬 | 0.02% | −614−4.3% | 減碼 |