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 |
|---|---|---|---|---|---|
| Edgestream Partners, L.P. | 44,252 | $145.4 萬 | 0.12% | −27,156−38.0% | 減碼 |
| Investors Research Corp | 44,146 | $145.0 萬 | 0.41% | −150−0.3% | 減碼 |
| Teacher Retirement System of Texas | 43,058 | $141.4 萬 | 0.01% | +2,500+6.2% | 加碼 |
| Illinois Municipal Retirement Fund | 42,095 | $138.3 萬 | 0.04% | 00.0% | 不變 |
| New Mexico Educational Retirement Board | 42,000 | $138.0 萬 | 0.05% | 00.0% | 不變 |
| KBC Group NV | 41,900 | $137.6 萬 | 0.01% | −2,160−4.9% | 減碼 |
| Storebrand Asset Management AS | 41,470 | $136.2 萬 | 0.01% | −25,000−37.6% | 減碼 |
| Convergence Investment Partners, LLC | 40,279 | $132.3 萬 | 0.68% | +806+2.0% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 39,567 | $130.0 萬 | 0.31% | −46,633−54.1% | 減碼 |
| Safeguard Investment Advisory Group, LLC | 39,437 | $129.5 萬 | 0.88% | +7,223+22.4% | 加碼 |
| Federated Hermes, Inc. | 38,536 | $126.6 萬 | 0.00% | −6,911−15.2% | 減碼 |
| Utah Retirement Systems | 38,484 | $126.4 萬 | 0.02% | −1,200−3.0% | 減碼 |
| Bard Financial Services, Inc. | 37,675 | $123.8 萬 | 0.10% | +14,675+63.8% | 加碼 |
| Tower Research Capital LLC (TRC) | 37,175 | $122.1 萬 | 0.01% | +8,278+28.6% | 加碼 |
| Bayesian Capital Management, LP | 36,928 | $121.3 萬 | 0.18% | +36,928 | 新進 |
| Intrinsic Value Partners, LLC | 36,143 | $118.7 萬 | 1.26% | −700−1.9% | 減碼 |
| SEI Investments Co | 34,521 | $117.3 萬 | 0.00% | −97,686−73.9% | 減碼 |
| Commonwealth Equity Services, LLC | 34,567 | $113.5 萬 | 0.00% | +737+2.2% | 加碼 |
| Rehmann Capital Advisory Group | 33,245 | $109.1 萬 | 0.10% | +549+1.7% | 加碼 |
| Parsec Financial Management, Inc. | 33,205 | $109.1 萬 | 0.05% | +13,186+65.9% | 加碼 |
| Bridgeway Capital Management, LLC | 32,800 | $107.7 萬 | 0.02% | 00.0% | 不變 |
| Westpac Banking Corp | 32,188 | $105.7 萬 | 0.01% | +4,221+15.1% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 32,135 | $105.6 萬 | 0.02% | −430−1.3% | 減碼 |
| Winton Group Ltd | 31,922 | $104.9 萬 | 0.06% | +5,362+20.2% | 加碼 |
| Symmetry Partners, LLC | 31,537 | $103.6 萬 | 0.07% | −21,600−40.6% | 減碼 |
| ProShare Advisors LLC | 31,338 | $102.9 萬 | 0.00% | −3,334−9.6% | 減碼 |
| Hartford Investment Management Co | 30,643 | $100.7 萬 | 0.03% | +25+0.1% | 加碼 |
| AMG National Trust Bank | 30,081 | $98.8 萬 | 0.03% | −554−1.8% | 減碼 |
| LPL Financial LLC | 29,141 | $95.7 萬 | 0.00% | −227,186−88.6% | 減碼 |
| Wellington Shields Capital Management, LLC | 28,000 | $92.0 萬 | 0.10% | 00.0% | 不變 |
| First Republic Investment Management, Inc. | 28,021 | $92.0 萬 | 0.00% | +1,156+4.3% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 27,567 | $90.6 萬 | 0.00% | +1,446+5.5% | 加碼 |
| Radnor Capital Management, LLC | 27,575 | $90.6 萬 | 0.23% | +2,600+10.4% | 加碼 |
| State of Alaska, Department of Revenue | 27,231 | $89.4 萬 | 0.01% | −23,408−46.2% | 減碼 |
| SG Americas Securities, LLC | 27,146 | $89.2 萬 | 0.01% | +4,524+20.0% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 27,100 | $89.0 萬 | 0.01% | −1,900−6.6% | 減碼 |
| Neuberger Berman Group LLC | 26,617 | $87.4 萬 | 0.00% | −4,197−13.6% | 減碼 |
| Bridgewater Associates, LP | 26,275 | $86.3 萬 | 0.00% | −16,715−38.9% | 減碼 |
| DCM Advisors, LLC | 26,091 | $85.7 萬 | 0.30% | −9,866−27.4% | 減碼 |
| Autumn Glory Partners, LLC | 26,050 | $85.6 萬 | 0.50% | +13,025+100.0% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 25,406 | $83.5 萬 | 0.04% | +4,500+21.5% | 加碼 |
| Warther Private Wealth, LLC | 24,875 | $82.8 萬 | 0.54% | +6,584+36.0% | 加碼 |
| Janney Montgomery Scott LLC | 24,735 | $81.3 萬 | 0.00% | −10,270−29.3% | 減碼 |
| Parsons Capital Management Inc | 24,743 | $81.3 萬 | 0.06% | 00.0% | 不變 |
| Equitable Trust Co | 24,380 | $80.1 萬 | 0.05% | 00.0% | 不變 |
| US Bancorp | 24,318 | $79.9 萬 | 0.00% | +114+0.5% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 24,107 | $79.2 萬 | 0.00% | +24,107 | 新進 |
| Cubic Asset Management, LLC | 23,590 | $77.5 萬 | 0.18% | 00.0% | 不變 |
| Mackenzie Financial Corp | 23,263 | $76.4 萬 | 0.00% | +23,263 | 新進 |
| Johnson Financial Group, Inc. | 23,030 | $75.7 萬 | 0.05% | +714+3.2% | 加碼 |
| Shell Asset Management Co | 23,019 | $75.6 萬 | 0.02% | −3,408−12.9% | 減碼 |
| Wright Investors Service Inc | 22,988 | $75.6 萬 | 0.19% | +1,035+4.7% | 加碼 |
| Advisor Partners LLC | 22,812 | $74.9 萬 | 0.05% | −878−3.7% | 減碼 |
| Handelsbanken Fonder AB | 21,903 | $72.0 萬 | 0.00% | −11,600−34.6% | 減碼 |
| Prudential PLC | 21,755 | $71.5 萬 | 0.01% | +775+3.7% | 加碼 |
| IFP Advisors, Inc | 31,070 | $71.1 萬 | 0.01% | +30,205+3,491.9% | 加碼 |
| Xponance, Inc. | 21,530 | $70.7 萬 | 0.01% | −398−1.8% | 減碼 |
| Mercer Global Advisors Inc | 20,598 | $67.7 萬 | 0.00% | +4,715+29.7% | 加碼 |
| TrinityPoint Wealth, LLC | 20,188 | $66.3 萬 | 0.12% | +1,404+7.5% | 加碼 |
| Burney Co | 19,978 | $65.6 萬 | 0.03% | +50+0.3% | 加碼 |
| DuPont Capital Management Corp | 19,592 | $64.4 萬 | 0.03% | −30,550−60.9% | 減碼 |
| Public Employees Retirement Association of Colorado | 19,619 | $64.4 萬 | 0.00% | 00.0% | 不變 |
| National Bank of Canada | 19,555 | $64.3 萬 | 0.00% | −6,348−24.5% | 減碼 |
| Crossmark Global Holdings, Inc. | 19,048 | $62.5 萬 | 0.01% | −40−0.2% | 減碼 |
| Balasa Dinverno & Foltz LLC | 18,638 | $61.2 萬 | 0.04% | −4,159−18.2% | 減碼 |
| Evercore Wealth Management, LLC | 18,513 | $60.8 萬 | 0.01% | −3,340−15.3% | 減碼 |
| PEAK6 Investments LLC | 18,364 | $60.3 萬 | 0.02% | +18,364 | 新進 |
| Exchange Traded Concepts, LLC | 18,287 | $60.1 萬 | 0.01% | +18,062+8,027.6% | 加碼 |
| Bank of Montreal | 17,726 | $58.7 萬 | 0.00% | −30,109−62.9% | 減碼 |
| Aj Wealth Strategies, LLC | 17,717 | $58.2 萬 | 0.03% | +5,400+43.8% | 加碼 |
| Stifel Financial Corp | 17,689 | $58.1 萬 | 0.00% | −102,327−85.3% | 減碼 |
| Boenning & Scattergood, Inc. | 17,566 | $57.7 萬 | 0.09% | 00.0% | 不變 |
| Securian Asset Management, Inc | 17,360 | $57.0 萬 | 0.01% | −235−1.3% | 減碼 |
| Maryland State Retirement & Pension System | 17,170 | $56.4 萬 | 0.02% | 00.0% | 不變 |
| Candriam Luxembourg S.C.A. | 17,024 | $55.9 萬 | 0.00% | +2,588+17.9% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 16,962 | $55.7 萬 | 0.03% | −2,273−11.8% | 減碼 |
| Virtu Financial LLC | 16,317 | $53.6 萬 | 0.04% | +16,317 | 新進 |
| NorthCrest Asset Manangement, LLC | 16,300 | $53.5 萬 | 0.03% | +350+2.2% | 加碼 |
| Ci Investments Inc. | 15,683 | $51.5 萬 | 0.00% | −1,376−8.1% | 減碼 |
| Citadel Investment Advisory, Inc. | 15,585 | $51.2 萬 | 0.30% | 00.0% | 不變 |
| Jacobs Levy Equity Management, Inc | 15,463 | $50.8 萬 | 0.00% | +15,463 | 新進 |
| Mariner, LLC | 15,423 | $50.7 萬 | 0.00% | +548+3.7% | 加碼 |
| EHP Funds Inc. | 15,400 | $50.6 萬 | 0.08% | +15,400 | 新進 |
| Paloma Partners Management Co | 15,263 | $50.1 萬 | 0.04% | −9,853−39.2% | 減碼 |
| Silvercrest Asset Management Group LLC | 15,200 | $49.9 萬 | 0.00% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 15,069 | $49.5 萬 | 0.08% | +15,069 | 新進 |
| Harbor Advisors LLC | 15,000 | $49.3 萬 | 0.10% | 00.0% | 不變 |
| Joel Isaacson & Co., LLC | 15,000 | $48.9 萬 | 0.04% | 00.0% | 不變 |
| Bailard, Inc. | 14,700 | $48.3 萬 | 0.02% | +14,700 | 新進 |
| Natixis Advisors, L.P. | 14,518 | $47.7 萬 | 0.00% | +1,785+14.0% | 加碼 |
| Pictet Asset Management SA | 14,253 | $46.8 萬 | 0.00% | +1,953+15.9% | 加碼 |
| King Luther Capital Management Corp | 14,212 | $46.7 萬 | 0.00% | −2,528−15.1% | 減碼 |
| 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 |
| Lingohr & Partner Asset Management GmbH | 14,019 | $46.1 萬 | 1.21% | +14,019 | 新進 |
| KWMG, LLC | 13,905 | $45.7 萬 | 0.06% | −103,866−88.2% | 減碼 |
| HMS Capital Management, LLC | 13,746 | $45.2 萬 | 0.21% | −117−0.8% | 減碼 |
| Wedbush Securities Inc | 13,685 | $45.0 萬 | 0.02% | −10.0% | 減碼 |
| Western Wealth Management, LLC | 13,577 | $44.6 萬 | 0.02% | +13,577 | 新進 |
| Roberts Capital Advisors, LLC | 13,500 | $44.3 萬 | 0.46% | 00.0% | 不變 |