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 3 季 13F 持有人
Jefferies Financial Group Inc. 在 2022/9/30 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
- 423
- 較 2022 年第 2 季 −1 家
- 持有股數
- 1.53 億
- 較 2022 年第 2 季 −443.3 萬 (−2.8%)
- 總市值
- $45.1 億
- 較 2022 年第 2 季 +$1.63 億 (+3.8%)
- 新進機構
- 48
- 另有 117 家加碼
- 清倉機構
- 49
- 另有 173 家減碼
另有 4 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2022 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Group One Trading, L.P. | 7,385 | $21.8 萬 | 0.01% | −24,482−76.8% | 減碼 |
| Burney Co | 7,403 | $21.8 萬 | 0.01% | −12,725−63.2% | 減碼 |
| Boston Trust Walden Corp | 7,500 | $22.1 萬 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 7,555 | $22.2 萬 | 0.00% | −123−1.6% | 減碼 |
| Bailard, Inc. | 7,700 | $22.7 萬 | 0.01% | −3,000−28.0% | 減碼 |
| Forum Financial Management, LP | 7,698 | $22.7 萬 | 0.01% | −130−1.7% | 減碼 |
| Crewe Advisors LLC | 8,019 | $23.7 萬 | 0.04% | +473+6.3% | 加碼 |
| Diversified Trust Co | 8,077 | $23.8 萬 | 0.01% | +8,077 | 新進 |
| SMH Capital Advisors Inc | 8,177 | $24.1 萬 | 0.36% | −5−0.1% | 減碼 |
| MQS Management LLC | 8,225 | $24.3 萬 | 0.16% | +8,225 | 新進 |
| Mariner, LLC | 8,543 | $25.2 萬 | 0.00% | −9,067−51.5% | 減碼 |
| Am Investment Strategies LLC | 8,540 | $25.2 萬 | 0.09% | +21+0.2% | 加碼 |
| Tower Research Capital LLC (TRC) | 8,572 | $25.3 萬 | 0.00% | −17,874−67.6% | 減碼 |
| Meeder Asset Management Inc | 8,703 | $25.7 萬 | 0.01% | +3,885+80.6% | 加碼 |
| Wade G W & Inc | 8,840 | $26.1 萬 | 0.01% | +507+6.1% | 加碼 |
| Wellington Management Group LLP | 9,007 | $26.6 萬 | 0.00% | 00.0% | 不變 |
| Sigma Planning Corp | 9,059 | $26.7 萬 | 0.01% | −732−7.5% | 減碼 |
| Ancora Advisors, LLC | 9,100 | $26.8 萬 | 0.01% | +650+7.7% | 加碼 |
| Ethic Inc. | 9,161 | $27.0 萬 | 0.02% | +896+10.8% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 9,528 | $28.1 萬 | 0.00% | +9,528 | 新進 |
| Stratos Wealth Partners, LTD. | 9,812 | $28.9 萬 | 0.01% | +9,812 | 新進 |
| Avantax Advisory Services, Inc. | 9,976 | $29.4 萬 | 0.00% | −256−2.5% | 減碼 |
| Shelton Capital Management | 10,069 | $29.7 萬 | 0.01% | −405−3.9% | 減碼 |
| Buckingham Strategic Wealth, LLC | 10,143 | $29.9 萬 | 0.01% | +6+0.1% | 加碼 |
| JustInvest LLC | 10,171 | $30.0 萬 | 0.01% | +137+1.4% | 加碼 |
| Federation des caisses Desjardins du Quebec | 10,255 | $30.3 萬 | 0.00% | 00.0% | 不變 |
| Acadian Asset Management LLC | 10,378 | $30.5 萬 | 0.00% | +10,378 | 新進 |
| CIBC Asset Management Inc | 10,739 | $31.7 萬 | 0.00% | +24+0.2% | 加碼 |
| National Asset Management, Inc. | 10,860 | $32.1 萬 | 0.01% | −928−7.9% | 減碼 |
| Franklin Resources Inc | 10,965 | $32.3 萬 | 0.00% | −36,238−76.8% | 減碼 |
| Connable Office Inc | 11,200 | $33.0 萬 | 0.05% | 00.0% | 不變 |
| Bamco Inc | 11,200 | $33.0 萬 | 0.00% | 00.0% | 不變 |
| Carmel Capital Partners, LLC | 11,180 | $33.0 萬 | 0.32% | +11,180 | 新進 |
| Creative Planning | 11,320 | $33.4 萬 | 0.00% | +3,858+51.7% | 加碼 |
| HMS Capital Management, LLC | 11,773 | $34.7 萬 | 0.21% | +707+6.4% | 加碼 |
| Jefferies Group LLC | 12,173 | $35.9 萬 | 0.01% | +12,173 | 新進 |
| Teza Capital Management LLC | 12,440 | $36.7 萬 | 0.08% | +12,440 | 新進 |
| SG Americas Securities, LLC | 12,521 | $36.9 萬 | 0.01% | −32,242−72.0% | 減碼 |
| Wedbush Securities Inc | 12,728 | $37.5 萬 | 0.02% | −353−2.7% | 減碼 |
| Pictet Asset Management SA | 12,714 | $37.5 萬 | 0.00% | 00.0% | 不變 |
| Cetera Investment Advisers | 12,804 | $37.8 萬 | 0.01% | +3,650+39.9% | 加碼 |
| Davenport & Co LLC | 12,860 | $37.9 萬 | 0.00% | 00.0% | 不變 |
| Point72 Hong Kong Ltd | 12,885 | $38.0 萬 | 0.02% | +7,412+135.4% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 12,970 | $38.3 萬 | 0.00% | −892−6.4% | 減碼 |
| Balasa Dinverno & Foltz LLC | 12,968 | $38.3 萬 | 0.02% | +101+0.8% | 加碼 |
| Assetmark, Inc | 13,196 | $38.9 萬 | 0.00% | −953,106−98.6% | 減碼 |
| Walleye Trading LLC | 13,270 | $39.1 萬 | 0.01% | −11,464−46.3% | 減碼 |
| Roberts Capital Advisors, LLC | 13,500 | $39.8 萬 | 0.58% | 00.0% | 不變 |
| Ontario Teachers Pension Plan Board | 13,760 | $40.6 萬 | 0.01% | +1,888+15.9% | 加碼 |
| Huber Capital Management LLC | 14,100 | $41.6 萬 | 0.12% | 00.0% | 不變 |
| CPWM, LLC | 14,111 | $41.6 萬 | 0.04% | +31+0.2% | 加碼 |
| Winton Group Ltd | 14,159 | $41.8 萬 | 0.03% | −8,795−38.3% | 減碼 |
| Quadrature Capital Ltd | 14,297 | $42.1 萬 | 0.01% | +2,730+23.6% | 加碼 |
| King Luther Capital Management Corp | 14,908 | $44.0 萬 | 0.00% | −485−3.2% | 減碼 |
| Joel Isaacson & Co., LLC | 15,000 | $44.3 萬 | 0.04% | 00.0% | 不變 |
| Silvercrest Asset Management Group LLC | 15,040 | $44.4 萬 | 0.00% | 00.0% | 不變 |
| KWMG, LLC | 15,135 | $44.6 萬 | 0.07% | +375+2.5% | 加碼 |
| Citadel Investment Advisory, Inc. | 15,585 | $46.0 萬 | 0.35% | 00.0% | 不變 |
| Quantinno Capital Management LP | 15,616 | $46.1 萬 | 0.06% | −1,803−10.4% | 減碼 |
| Western Wealth Management, LLC | 14,112 | $48.0 萬 | 0.03% | +638+4.7% | 加碼 |
| NorthCrest Asset Manangement, LLC | 16,300 | $48.1 萬 | 0.03% | 00.0% | 不變 |
| Harbor Advisors LLC | 15,000 | $48.1 萬 | 0.13% | 00.0% | 不變 |
| Securian Asset Management, Inc | 16,981 | $50.1 萬 | 0.01% | −486−2.8% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 17,122 | $50.5 萬 | 0.03% | −434−2.5% | 減碼 |
| Boenning & Scattergood, Inc. | 17,166 | $50.6 萬 | 0.10% | 00.0% | 不變 |
| Natixis Advisors, L.P. | 17,375 | $51.3 萬 | 0.00% | +3,774+27.7% | 加碼 |
| Redmont Wealth Advisors LLC | 17,464 | $51.5 萬 | 0.67% | +9,000+106.3% | 加碼 |
| Crossmark Global Holdings, Inc. | 17,998 | $53.1 萬 | 0.01% | −180−1.0% | 減碼 |
| Shell Asset Management Co | 18,265 | $53.9 萬 | 0.02% | −4,790−20.8% | 減碼 |
| Evercore Wealth Management, LLC | 18,513 | $54.6 萬 | 0.01% | 00.0% | 不變 |
| Seven Eight Capital, LP | 18,857 | $55.6 萬 | 0.11% | +10,681+130.6% | 加碼 |
| Bank of Montreal | 18,967 | $56.9 萬 | 0.00% | −421−2.2% | 減碼 |
| PEAK6 Investments LLC | 19,357 | $57.1 萬 | 0.02% | −1,797−8.5% | 減碼 |
| Public Employees Retirement Association of Colorado | 19,619 | $57.9 萬 | 0.00% | 00.0% | 不變 |
| Cambria Investment Management, L.P. | 19,776 | $58.3 萬 | 0.06% | +10,816+120.7% | 加碼 |
| Gotham Asset Management, LLC | 19,989 | $59.0 萬 | 0.02% | −45−0.2% | 減碼 |
| National Bank of Canada | 20,585 | $60.6 萬 | 0.00% | −71,300−77.6% | 減碼 |
| United Services Automobile Association | 20,697 | $61.0 萬 | 0.02% | 00.0% | 不變 |
| Equitable Trust Co | 21,530 | $63.5 萬 | 0.05% | −2,850−11.7% | 減碼 |
| Johnson Financial Group, Inc. | 18,526 | $63.7 萬 | 0.06% | −4,244−18.6% | 減碼 |
| Advisor Partners II, LLC | 21,583 | $63.7 萬 | 0.05% | +21,583 | 新進 |
| Handelsbanken Fonder AB | 21,903 | $64.6 萬 | 0.00% | 00.0% | 不變 |
| Fox Run Management, L.L.C. | 21,907 | $64.6 萬 | 0.25% | +21,907 | 新進 |
| Xponance, Inc. | 22,319 | $65.8 萬 | 0.01% | −890−3.8% | 減碼 |
| Aj Wealth Strategies, LLC | 22,515 | $66.4 萬 | 0.04% | 00.0% | 不變 |
| ProShare Advisors LLC | 22,636 | $66.7 萬 | 0.00% | −1,460−6.1% | 減碼 |
| Cubic Asset Management, LLC | 23,590 | $69.6 萬 | 0.21% | 00.0% | 不變 |
| IFP Advisors, Inc | 30,271 | $69.8 萬 | 0.02% | +199+0.7% | 加碼 |
| Gsa Capital Partners LLP | 24,452 | $72.1 萬 | 0.10% | +24,452 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,703 | $72.9 萬 | 0.00% | 00.0% | 不變 |
| Parsons Capital Management Inc | 24,743 | $73.0 萬 | 0.07% | 00.0% | 不變 |
| State of Alaska, Department of Revenue | 25,816 | $76.1 萬 | 0.01% | −1,770−6.4% | 減碼 |
| First Republic Investment Management, Inc. | 26,026 | $76.8 萬 | 0.00% | +24+0.1% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 26,857 | $79.2 萬 | 0.02% | −5,215−16.3% | 減碼 |
| US Bancorp | 27,053 | $79.8 萬 | 0.00% | +1,613+6.3% | 加碼 |
| Radnor Capital Management, LLC | 27,575 | $81.3 萬 | 0.24% | 00.0% | 不變 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 27,796 | $82.0 萬 | 0.24% | 00.0% | 不變 |
| Wellington Shields Capital Management, LLC | 28,000 | $82.6 萬 | 0.20% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 28,092 | $82.9 萬 | 0.00% | +3,934+16.3% | 加碼 |
| LPL Financial LLC | 28,722 | $84.7 萬 | 0.00% | +1,761+6.5% | 加碼 |