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 |
|---|---|---|---|---|---|
| Cooper Financial Group | 6,141 | $20.2 萬 | 0.08% | +52+0.9% | 加碼 |
| Change Path, LLC | 6,153 | $20.2 萬 | 0.01% | +448+7.9% | 加碼 |
| Checchi Capital Advisers, LLC | 6,174 | $20.3 萬 | 0.02% | +475+8.3% | 加碼 |
| Country Club Bank | 6,200 | $20.5 萬 | 0.02% | +6,200 | 新進 |
| Pearl River Capital, LLC | 6,251 | $20.5 萬 | 0.06% | +6,251 | 新進 |
| MTM Investment Management, LLC | 6,264 | $20.6 萬 | 0.10% | +885+16.5% | 加碼 |
| Coldstream Capital Management Inc | 6,316 | $20.7 萬 | 0.01% | −404−6.0% | 減碼 |
| Teza Capital Management LLC | 6,437 | $21.1 萬 | 0.08% | −19,657−75.3% | 減碼 |
| Monetary Management Group Inc | 6,500 | $21.4 萬 | 0.06% | −2,900−30.9% | 減碼 |
| Balentine LLC | 6,571 | $21.6 萬 | 0.01% | +6,571 | 新進 |
| Independent Advisor Alliance | 6,617 | $21.7 萬 | 0.01% | +30.0% | 加碼 |
| Redmont Wealth Advisors LLC | 6,643 | $21.8 萬 | 0.23% | +6,643 | 新進 |
| Kestra Advisory Services, LLC | 6,679 | $21.9 萬 | 0.00% | −12,041−64.3% | 減碼 |
| Asset Dedication, LLC | 6,663 | $21.9 萬 | 0.02% | +6,663 | 新進 |
| Carnegie Capital Asset Management, LLC | 6,707 | $22.0 萬 | 0.01% | 00.0% | 不變 |
| Canada Pension Plan Investment Board | 6,800 | $22.3 萬 | 0.00% | −27,879−80.4% | 減碼 |
| Ontario Teachers Pension Plan Board | 6,847 | $22.5 萬 | 0.00% | +6,847 | 新進 |
| Spire Wealth Management | 7,040 | $23.1 萬 | 0.01% | −455−6.1% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 7,150 | $23.5 萬 | 0.02% | +7,150 | 新進 |
| Argent Trust Co | 7,302 | $23.9 萬 | 0.01% | −955−11.6% | 減碼 |
| Forum Financial Management, LP | 7,393 | $24.2 萬 | 0.01% | 00.0% | 不變 |
| Boston Trust Walden Corp | 7,500 | $24.6 萬 | 0.00% | 00.0% | 不變 |
| Wolverine Trading, LLC | 7,489 | $24.8 萬 | 0.01% | −5,342−41.6% | 減碼 |
| Crewe Advisors LLC | 7,546 | $24.8 萬 | 0.05% | 00.0% | 不變 |
| Umb Bank N A | 7,678 | $25.2 萬 | 0.00% | +78+1.0% | 加碼 |
| Ethic Inc. | 7,679 | $25.2 萬 | 0.02% | +2,081+37.2% | 加碼 |
| Cookson Peirce & Co Inc | 7,675 | $25.2 萬 | 0.01% | +7,675 | 新進 |
| Trexquant Investment LP | 7,674 | $25.2 萬 | 0.01% | +7,674 | 新進 |
| Seven Eight Capital, LP | 7,786 | $25.6 萬 | 0.03% | +7,786 | 新進 |
| Ancora Advisors, LLC | 7,925 | $26.0 萬 | 0.01% | −300−3.6% | 減碼 |
| Alterna Wealth Management, Inc | 8,000 | $26.3 萬 | 0.22% | +2,672+50.2% | 加碼 |
| Wade G W & Inc | 8,138 | $26.7 萬 | 0.01% | +47+0.6% | 加碼 |
| Cetera Investment Advisers | 8,163 | $26.8 萬 | 0.00% | +2,875+54.4% | 加碼 |
| SMH Capital Advisors Inc | 8,176 | $26.9 萬 | 0.44% | +8,176 | 新進 |
| Corton Capital Inc. | 8,248 | $27.1 萬 | 0.12% | +8,248 | 新進 |
| Apexium Financial, LP | 7,163 | $27.8 萬 | 0.15% | 00.0% | 不變 |
| Am Investment Strategies LLC | 8,496 | $27.9 萬 | 0.07% | +8,496 | 新進 |
| People's United Financial, Inc. | 8,604 | $28.3 萬 | 0.01% | −29,384−77.4% | 減碼 |
| Profund Advisors LLC | 8,864 | $29.1 萬 | 0.01% | −1,251−12.4% | 減碼 |
| Invst, LLC | 9,262 | $29.7 萬 | 0.05% | +5+0.1% | 加碼 |
| Wellington Management Group LLP | 9,083 | $29.8 萬 | 0.00% | +76+0.8% | 加碼 |
| Ascent Group, LLC | 9,128 | $30.0 萬 | 0.03% | −706−7.2% | 減碼 |
| Prospera Financial Services Inc | 9,798 | $32.2 萬 | 0.01% | +3,631+58.9% | 加碼 |
| Affinity Investment Advisors, LLC | 9,856 | $32.4 萬 | 0.13% | +746+8.2% | 加碼 |
| Sigma Planning Corp | 9,946 | $32.7 萬 | 0.01% | +1,195+13.7% | 加碼 |
| Gibraltar Capital Management, Inc. | 10,148 | $33.3 萬 | 0.14% | +10,148 | 新進 |
| Schonfeld Strategic Advisors LLC | 10,100 | $33.3 萬 | 0.00% | +10,100 | 新進 |
| JustInvest LLC | 10,165 | $33.4 萬 | 0.02% | −21−0.2% | 減碼 |
| RVW Wealth, LLC | 10,182 | $33.4 萬 | 0.04% | +86+0.9% | 加碼 |
| Bridgefront Capital, LLC | 10,162 | $33.4 萬 | 0.41% | +10,162 | 新進 |
| D. E. Shaw & Co., Inc. | 10,199 | $33.5 萬 | 0.00% | −18,230−64.1% | 減碼 |
| Federation des caisses Desjardins du Quebec | 10,255 | $33.7 萬 | 0.00% | −150−1.4% | 減碼 |
| Buckingham Strategic Wealth, LLC | 10,450 | $34.3 萬 | 0.01% | +102+1.0% | 加碼 |
| Shelton Capital Management | 10,474 | $34.4 萬 | 0.01% | 00.0% | 不變 |
| Point72 Hong Kong Ltd | 10,690 | $35.1 萬 | 0.03% | −10,227−48.9% | 減碼 |
| Quantamental Technologies LLC | 10,692 | $35.1 萬 | 0.20% | +10,692 | 新進 |
| Creative Planning | 10,738 | $35.3 萬 | 0.00% | −918−7.9% | 減碼 |
| Pacer Advisors, Inc. | 10,853 | $35.7 萬 | 0.00% | −17,507−61.7% | 減碼 |
| CIBC Asset Management Inc | 10,999 | $36.1 萬 | 0.00% | +48+0.4% | 加碼 |
| Delta Investment Management, LLC | 11,184 | $36.7 萬 | 0.11% | +1,000+9.8% | 加碼 |
| Connable Office Inc | 11,200 | $36.8 萬 | 0.05% | +11,200 | 新進 |
| HM Payson & Co | 11,375 | $37.4 萬 | 0.01% | −700−5.8% | 減碼 |
| Avantax Advisory Services, Inc. | 11,462 | $37.8 萬 | 0.01% | −2,945−20.4% | 減碼 |
| National Asset Management, Inc. | 11,536 | $37.9 萬 | 0.01% | +249+2.2% | 加碼 |
| Mirabella Financial Services LLP | 11,657 | $38.3 萬 | 0.04% | +11,657 | 新進 |
| Dana Investment Advisors, Inc. | 11,765 | $38.6 萬 | 0.02% | −35,360−75.0% | 減碼 |
| Gotham Asset Management, LLC | 12,073 | $39.7 萬 | 0.01% | +196+1.7% | 加碼 |
| Pitcairn Co | 12,423 | $40.8 萬 | 0.04% | −4,249−25.5% | 減碼 |
| Davenport & Co LLC | 12,860 | $42.2 萬 | 0.00% | +12,860 | 新進 |
| Gsa Capital Partners LLP | 12,866 | $42.3 萬 | 0.06% | +6,903+115.8% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 12,960 | $42.6 萬 | 0.01% | −46,187−78.1% | 減碼 |
| Occudo Quantitative Strategies LP | 13,011 | $42.7 萬 | 0.04% | +13,011 | 新進 |
| Moody Aldrich Partners LLC | 13,028 | $42.8 萬 | 0.06% | +3,185+32.4% | 加碼 |
| Roberts Capital Advisors, LLC | 13,500 | $44.3 萬 | 0.46% | 00.0% | 不變 |
| Western Wealth Management, LLC | 13,577 | $44.6 萬 | 0.02% | +13,577 | 新進 |
| Wedbush Securities Inc | 13,685 | $45.0 萬 | 0.02% | −10.0% | 減碼 |
| HMS Capital Management, LLC | 13,746 | $45.2 萬 | 0.21% | −117−0.8% | 減碼 |
| KWMG, LLC | 13,905 | $45.7 萬 | 0.06% | −103,866−88.2% | 減碼 |
| Lingohr & Partner Asset Management GmbH | 14,019 | $46.1 萬 | 1.21% | +14,019 | 新進 |
| Huber Capital Management LLC | 14,100 | $46.3 萬 | 0.11% | −17,500−55.4% | 減碼 |
| CPWM, LLC | 14,080 | $46.3 萬 | 0.03% | +41+0.3% | 加碼 |
| King Luther Capital Management Corp | 14,212 | $46.7 萬 | 0.00% | −2,528−15.1% | 減碼 |
| Pictet Asset Management SA | 14,253 | $46.8 萬 | 0.00% | +1,953+15.9% | 加碼 |
| Natixis Advisors, L.P. | 14,518 | $47.7 萬 | 0.00% | +1,785+14.0% | 加碼 |
| Bailard, Inc. | 14,700 | $48.3 萬 | 0.02% | +14,700 | 新進 |
| Joel Isaacson & Co., LLC | 15,000 | $48.9 萬 | 0.04% | 00.0% | 不變 |
| Harbor Advisors LLC | 15,000 | $49.3 萬 | 0.10% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 15,069 | $49.5 萬 | 0.08% | +15,069 | 新進 |
| Silvercrest Asset Management Group LLC | 15,200 | $49.9 萬 | 0.00% | 00.0% | 不變 |
| Paloma Partners Management Co | 15,263 | $50.1 萬 | 0.04% | −9,853−39.2% | 減碼 |
| EHP Funds Inc. | 15,400 | $50.6 萬 | 0.08% | +15,400 | 新進 |
| Mariner, LLC | 15,423 | $50.7 萬 | 0.00% | +548+3.7% | 加碼 |
| Jacobs Levy Equity Management, Inc | 15,463 | $50.8 萬 | 0.00% | +15,463 | 新進 |
| Citadel Investment Advisory, Inc. | 15,585 | $51.2 萬 | 0.30% | 00.0% | 不變 |
| Ci Investments Inc. | 15,683 | $51.5 萬 | 0.00% | −1,376−8.1% | 減碼 |
| NorthCrest Asset Manangement, LLC | 16,300 | $53.5 萬 | 0.03% | +350+2.2% | 加碼 |
| Virtu Financial LLC | 16,317 | $53.6 萬 | 0.04% | +16,317 | 新進 |
| Vestmark Advisory Solutions, Inc. | 16,962 | $55.7 萬 | 0.03% | −2,273−11.8% | 減碼 |
| Candriam Luxembourg S.C.A. | 17,024 | $55.9 萬 | 0.00% | +2,588+17.9% | 加碼 |
| Maryland State Retirement & Pension System | 17,170 | $56.4 萬 | 0.02% | 00.0% | 不變 |