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。
2022 年第 1 季 13F 持有人
Jefferies Financial Group Inc. 在 2022/3/31 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
- 473
- 較 2021 年第 4 季 −26 家
- 持有股數
- 1.66 億
- 較 2021 年第 4 季 −90.2 萬 (−0.5%)
- 總市值
- $54.6 億
- 較 2021 年第 4 季 −$10.2 億 (−15.7%)
- 新進機構
- 63
- 另有 163 家加碼
- 清倉機構
- 89
- 另有 179 家減碼
另有 6 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 20,790,775 | $6.83 億 | 0.02% | −1,313,585−5.9% | 減碼 |
| BlackRock Inc. | 18,482,896 | $6.07 億 | 0.02% | +233,844+1.3% | 加碼 |
| Sumitomo Mitsui Financial Group, Inc. | 10,500,000 | $3.45 億 | 10.53% | 00.0% | 不變 |
| First Trust Advisors LP | 7,152,883 | $2.35 億 | 0.24% | +2,207,065+44.6% | 加碼 |
| First Pacific Advisors, LP | 5,763,735 | $1.89 億 | 2.44% | +9,200+0.2% | 加碼 |
| State Street Corp | 5,753,327 | $1.89 億 | 0.01% | +52,336+0.9% | 加碼 |
| Alliancebernstein L.P. | 4,833,750 | $1.59 億 | 0.06% | +283,083+6.2% | 加碼 |
| Dimensional Fund Advisors LP | 3,908,007 | $1.28 億 | 0.04% | +156,126+4.2% | 加碼 |
| LSV Asset Management | 3,856,733 | $1.27 億 | 0.23% | +244,028+6.8% | 加碼 |
| Burgundy Asset Management Ltd. | 3,441,528 | $1.13 億 | 1.20% | −22,370−0.6% | 減碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 3,394,283 | $1.12 億 | 0.36% | −43,270−1.3% | 減碼 |
| Charles Schwab Investment Management Inc | 3,328,739 | $1.09 億 | 0.03% | +2,223,630+201.2% | 加碼 |
| Donald Smith & Co., Inc. | 3,309,897 | $1.09 億 | 3.95% | +502,508+17.9% | 加碼 |
| Goldman Sachs Group Inc | 2,817,519 | $9,256 萬 | 0.02% | −442,373−13.6% | 減碼 |
| Geode Capital Management, LLC | 2,744,703 | $9,016 萬 | 0.01% | −1,072,379−28.1% | 減碼 |
| Bank of New York Mellon Corp | 2,652,486 | $8,713 萬 | 0.02% | +660.0% | 加碼 |
| Captrust Financial Advisors | 2,186,852 | $7,184 萬 | 0.46% | +34,445+1.6% | 加碼 |
| Norges Bank | 1,991,899 | $6,543 萬 | 0.01% | −194,363−8.9% | 減碼 |
| Beck Mack & Oliver LLC | 1,989,710 | $6,536 萬 | 1.64% | −24,422−1.2% | 減碼 |
| JPMorgan Chase & Co | 1,959,128 | $6,436 萬 | 0.01% | −38,127−1.9% | 減碼 |
| AQR Capital Management LLC | 1,869,441 | $6,141 萬 | 0.12% | +692,237+58.8% | 加碼 |
| Northern Trust Corp | 1,603,110 | $5,266 萬 | 0.01% | −47,531−2.9% | 減碼 |
| Private Management Group Inc | 1,568,000 | $5,151 萬 | 2.09% | +35,166+2.3% | 加碼 |
| Miller Howard Investments Inc | 1,412,789 | $4,641 萬 | 1.63% | −113,649−7.4% | 減碼 |
| FMR LLC | 1,383,003 | $4,543 萬 | 0.00% | +1,333,903+2,716.7% | 加碼 |
| Invesco Ltd. | 1,112,861 | $3,656 萬 | 0.01% | −500,869−31.0% | 減碼 |
| Assetmark, Inc | 1,093,889 | $3,593 萬 | 0.15% | −18,056−1.6% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 1,035,615 | $3,402 萬 | 0.04% | −1,997,782−65.9% | 減碼 |
| Allianz Asset Management GmbH | 1,013,874 | $3,331 萬 | 0.03% | −413,883−29.0% | 減碼 |
| Wedge Capital Management L L P | 950,662 | $3,123 萬 | 0.42% | +147,282+18.3% | 加碼 |
| Morgan Stanley | 898,126 | $2,950 萬 | 0.00% | +270,297+43.1% | 加碼 |
| Moerus Capital Management LLC | 880,471 | $2,892 萬 | 8.01% | +289,986+49.1% | 加碼 |
| Nuveen Asset Management, LLC | 885,439 | $2,855 萬 | 0.01% | −249,255−22.0% | 減碼 |
| Private Capital Management, LLC | 831,216 | $2,731 萬 | 4.11% | +42,111+5.3% | 加碼 |
| Hosking Partners LLP | 787,716 | $2,588 萬 | 0.67% | −17,652−2.2% | 減碼 |
| PGGM Investments | 659,332 | $2,558 萬 | 0.13% | 00.0% | 不變 |
| Pacifica Capital Investments, LLC | 743,944 | $2,444 萬 | 7.97% | +828+0.1% | 加碼 |
| Principal Financial Group Inc | 731,221 | $2,402 萬 | 0.02% | +19,109+2.7% | 加碼 |
| Victory Capital Management Inc | 776,023 | $2,387 萬 | 0.02% | +139,398+21.9% | 加碼 |
| First Wilshire Securities Management Inc | 701,555 | $2,305 萬 | 8.10% | −7,394−1.0% | 減碼 |
| Robeco Institutional Asset Management B.V. | 689,828 | $2,266 萬 | 0.05% | −121,616−15.0% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 686,266 | $2,254 萬 | 0.13% | −337,318−33.0% | 減碼 |
| Royal Bank of Canada | 669,936 | $2,201 萬 | 0.01% | +39,790+6.3% | 加碼 |
| Millennium Management LLC | 666,814 | $2,191 萬 | 0.03% | +280,194+72.5% | 加碼 |
| Renaissance Technologies LLC | 657,289 | $2,159 萬 | 0.03% | +428,300+187.0% | 加碼 |
| Bank of America Corp | 584,500 | $1,920 萬 | 0.00% | −140,129−19.3% | 減碼 |
| Retirement Systems of Alabama | 562,073 | $1,846 萬 | 0.07% | −56,271−9.1% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 554,976 | $1,823 萬 | 4.33% | +3,507+0.6% | 加碼 |
| Bamco Inc | 536,200 | $1,761 萬 | 0.04% | +96,200+21.9% | 加碼 |
| Legal & General Group Plc | 521,716 | $1,714 萬 | 0.01% | −12,548−2.3% | 減碼 |
| Parametric Portfolio Associates LLC | 516,641 | $1,697 萬 | 0.01% | −11,378−2.2% | 減碼 |
| Ameriprise Financial Inc | 528,349 | $1,674 萬 | 0.00% | −301,817−36.4% | 減碼 |
| Rhumbline Advisers | 508,857 | $1,672 萬 | 0.02% | −20,440−3.9% | 減碼 |
| Voloridge Investment Management, LLC | 508,869 | $1,672 萬 | 0.09% | +39,729+8.5% | 加碼 |
| Swiss National Bank | 493,500 | $1,621 萬 | 0.01% | +31,600+6.8% | 加碼 |
| American Century Companies Inc | 475,245 | $1,561 萬 | 0.01% | −59,009−11.0% | 減碼 |
| Ceredex Value Advisors LLC | 463,503 | $1,523 萬 | 0.18% | −611,000−56.9% | 減碼 |
| California Public Employees Retirement System | 456,822 | $1,501 萬 | 0.01% | −28,427−5.9% | 減碼 |
| GoodHaven Capital Management, LLC | 451,999 | $1,485 萬 | 8.89% | +400+0.1% | 加碼 |
| UBS Asset Management Americas Inc | 448,182 | $1,472 萬 | 0.01% | +9,196+2.1% | 加碼 |
| Robotti Robert | 436,542 | $1,434 萬 | 2.90% | −4,464−1.0% | 減碼 |
| Oppenheimer & Co Inc | 427,656 | $1,405 萬 | 0.25% | +85,340+24.9% | 加碼 |
| First Manhattan Co | 413,990 | $1,360 萬 | 0.04% | −900−0.2% | 減碼 |
| Eubel Brady & Suttman Asset Management Inc | 397,647 | $1,306 萬 | 2.40% | +13,072+3.4% | 加碼 |
| NewEdge Wealth, LLC | 376,360 | $1,236 萬 | 0.55% | +39,135+11.6% | 加碼 |
| Agf Investments Inc. | 375,000 | $1,232 萬 | 0.09% | 00.0% | 不變 |
| Iat Reinsurance Co Ltd. | 360,872 | $1,186 萬 | 0.86% | 00.0% | 不變 |
| Citadel Advisors LLC | 344,159 | $1,131 萬 | 0.01% | −17,343−4.8% | 減碼 |
| Rock Point Advisors, LLC | 338,755 | $1,113 萬 | 3.32% | +7,767+2.3% | 加碼 |
| American International Group, Inc. | 327,987 | $1,077 萬 | 0.06% | −4,473−1.3% | 減碼 |
| Cubist Systematic Strategies, LLC | 311,878 | $1,025 萬 | 0.09% | +141,691+83.3% | 加碼 |
| Truist Financial Corp | 304,310 | $999.6 萬 | 0.02% | +238,233+360.5% | 加碼 |
| State Board of Administration of Florida Retirement System | 295,920 | $972.1 萬 | 0.02% | −7,110−2.3% | 減碼 |
| New York State Teachers Retirement System | 295,292 | $970.0 萬 | 0.02% | −704−0.2% | 減碼 |
| Brandywine Global Investment Management, LLC | 289,712 | $951.7 萬 | 0.07% | −9,990−3.3% | 減碼 |
| Qube Research & Technologies Ltd | 289,413 | $950.7 萬 | 0.09% | +176,944+157.3% | 加碼 |
| California State Teachers Retirement System | 272,145 | $894.0 萬 | 0.01% | −26,895−9.0% | 減碼 |
| Deutsche Bank AG | 259,787 | $853.5 萬 | 0.00% | +59,865+29.9% | 加碼 |
| Franklin Resources Inc | 251,219 | $825.3 萬 | 0.00% | −7,576−2.9% | 減碼 |
| Man Group plc | 246,937 | $811.2 萬 | 0.03% | −543,261−68.7% | 減碼 |
| Mastrapasqua Asset Management Inc | 244,333 | $802.6 萬 | 0.90% | −13,769−5.3% | 減碼 |
| Wallace Capital Management Inc. | 247,794 | $789.5 萬 | 1.19% | −3,280−1.3% | 減碼 |
| New York State Common Retirement Fund | 240,164 | $788.9 萬 | 0.01% | −950−0.4% | 減碼 |
| Colony Group LLC | 232,257 | $763.0 萬 | 0.11% | +97,551+72.4% | 加碼 |
| ACR Alpine Capital Research, LLC | 225,916 | $742.1 萬 | 0.37% | +24,071+11.9% | 加碼 |
| Two Sigma Advisers, LP | 220,300 | $723.7 萬 | 0.02% | +103,700+88.9% | 加碼 |
| Prudential Financial Inc | 214,412 | $704.3 萬 | 0.01% | −19,828−8.5% | 減碼 |
| Merrion Investment Management Co, LLC | 214,416 | $704.3 萬 | 5.15% | 00.0% | 不變 |
| Wells Fargo & Company | 214,197 | $703.6 萬 | 0.00% | −132,531−38.2% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 208,477 | $684.8 萬 | 0.11% | −11,993−5.4% | 減碼 |
| Envestnet Asset Management Inc | 203,129 | $667.3 萬 | 0.00% | +44,422+28.0% | 加碼 |
| Waterfront Wealth Inc. | 200,743 | $653.4 萬 | 2.31% | +2,461+1.2% | 加碼 |
| Raymond James & Associates | 196,576 | $645.8 萬 | 0.01% | −57,358−22.6% | 減碼 |
| Credit Suisse AG | 194,161 | $637.8 萬 | 0.01% | +5,691+3.0% | 加碼 |
| Lafayette Investments, Inc. | 191,188 | $628.1 萬 | 1.56% | +1,665+0.9% | 加碼 |
| State of Wisconsin Investment Board | 187,965 | $617.5 萬 | 0.01% | +161,355+606.4% | 加碼 |
| Twinbeech Capital LP | 182,651 | $600.0 萬 | 0.26% | +182,651 | 新進 |
| Gabelli Funds LLC | 176,510 | $579.8 萬 | 0.04% | 00.0% | 不變 |
| Mutual of America Capital Management LLC | 176,432 | $579.6 萬 | 0.06% | +718+0.4% | 加碼 |
| Ibex Wealth Advisors | 173,342 | $569.4 萬 | 1.09% | +23,129+15.4% | 加碼 |