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 4 季 13F 持有人
Jefferies Financial Group Inc. 在 2022/12/31 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
- 471
- 較 2022 年第 3 季 +57 家
- 持有股數
- 1.52 億
- 較 2022 年第 3 季 −55.0 萬 (−0.4%)
- 總市值
- $52.0 億
- 較 2022 年第 3 季 +$7.07 億 (+15.7%)
- 新進機構
- 83
- 另有 136 家加碼
- 清倉機構
- 26
- 另有 169 家減碼
另有 9 家機構在 2022 年第 3 季持有、還沒有申報 2022 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 |
2022 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 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Glen Eagle Advisors, LLC | 2,548 | $8.73 萬 | 0.02% | +5+0.2% | 加碼 |
| Colonial Trust Co | 2,578 | $8.84 萬 | 0.02% | +2,578 | 新進 |
| Spire Wealth Management | 2,630 | $9.00 萬 | 0.01% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 2,900 | $9.94 萬 | 0.06% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 3,000 | $10.3 萬 | 0.01% | +3,000 | 新進 |
| Compass Wealth Management LLC | 3,025 | $10.4 萬 | 0.03% | +3,025 | 新進 |
| Altshuler Shaham Ltd | 3,079 | $10.6 萬 | 0.00% | −981−24.2% | 減碼 |
| AXS Investments LLC | 3,130 | $10.7 萬 | 0.04% | +3,130 | 新進 |
| Monetary Management Group Inc | 3,200 | $11.0 萬 | 0.03% | 00.0% | 不變 |
| Bogart Wealth, LLC | 3,213 | $11.0 萬 | 0.01% | +10.0% | 加碼 |
| Harvest Fund Management Co., Ltd | 3,306 | $11.3 萬 | 0.03% | +2,855+633.0% | 加碼 |
| Advisory Services Network, LLC | 3,467 | $11.9 萬 | 0.00% | +3,467 | 新進 |
| Covestor Ltd | 3,463 | $11.9 萬 | 0.10% | −232−6.3% | 減碼 |
| Amundi | 3,052 | $12.0 萬 | 0.00% | +2,999+5,658.5% | 加碼 |
| US Asset Management LLC | 4,175 | $14.3 萬 | 0.15% | +4,175 | 新進 |
| PEAK6 Investments LLC | 4,448 | $15.2 萬 | 0.01% | −14,909−77.0% | 減碼 |
| C M Bidwell & Associates Ltd | 4,474 | $15.3 萬 | 0.12% | 00.0% | 不變 |
| Signaturefd, LLC | 4,537 | $15.6 萬 | 0.00% | +138+3.1% | 加碼 |
| Vestor Capital, LLC | 4,646 | $15.9 萬 | 0.02% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 4,867 | $16.7 萬 | 0.00% | +400+9.0% | 加碼 |
| Pittenger & Anderson Inc | 5,000 | $17.1 萬 | 0.01% | +3,500+233.3% | 加碼 |
| Quent Capital, LLC | 5,342 | $18.3 萬 | 0.03% | −112−2.1% | 減碼 |
| Whittier Trust Co of Nevada Inc | 5,562 | $19.1 萬 | 0.01% | +84+1.5% | 加碼 |
| Nations Financial Group Inc, | 5,884 | $20.2 萬 | 0.02% | +5,884 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 5,953 | $20.4 萬 | 0.00% | +5,953 | 新進 |
| Northwestern Mutual Wealth Management Co | 5,960 | $20.4 萬 | 0.00% | +1,324+28.6% | 加碼 |
| Searle & Co. | 6,000 | $20.6 萬 | 0.07% | +6,000 | 新進 |
| Aspiriant, LLC | 6,073 | $20.8 萬 | 0.01% | +6,073 | 新進 |
| MKT Advisors LLC | 5,293 | $20.9 萬 | 0.16% | +5,293 | 新進 |
| First Heartland Consultants, Inc. | 6,124 | $21.0 萬 | 0.03% | +6,124 | 新進 |
| MAI Capital Management | 6,200 | $21.3 萬 | 0.00% | +6,200 | 新進 |
| Country Club Bank | 6,211 | $21.3 萬 | 0.02% | +6,211 | 新進 |
| Checchi Capital Advisers, LLC | 6,277 | $21.5 萬 | 0.02% | +6,277 | 新進 |
| Cooper Financial Group | 6,303 | $21.6 萬 | 0.07% | +6,303 | 新進 |
| Carnegie Capital Asset Management, LLC | 6,445 | $22.1 萬 | 0.01% | +6,445 | 新進 |
| Assetmark, Inc | 6,546 | $22.4 萬 | 0.00% | −6,650−50.4% | 減碼 |
| Ci Investments Inc. | 6,645 | $22.8 萬 | 0.00% | +3,734+128.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 6,655 | $22.8 萬 | 0.00% | +6,655 | 新進 |
| Bayesian Capital Management, LP | 6,752 | $23.1 萬 | 0.03% | +6,752 | 新進 |
| Forum Financial Management, LP | 6,961 | $23.9 萬 | 0.01% | −737−9.6% | 減碼 |
| Profund Advisors LLC | 6,962 | $23.9 萬 | 0.02% | −156−2.2% | 減碼 |
| Greenleaf Trust | 6,983 | $23.9 萬 | 0.00% | +6,983 | 新進 |
| Meeder Advisory Services, Inc. | 7,012 | $24.0 萬 | 0.03% | +7,012 | 新進 |
| CIBC Asset Management Inc | 7,144 | $24.5 萬 | 0.00% | −3,595−33.5% | 減碼 |
| Apexium Financial, LP | 7,163 | $24.6 萬 | 0.03% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 7,218 | $24.7 萬 | 0.00% | +7,218 | 新進 |
| Coldstream Capital Management Inc | 7,298 | $25.0 萬 | 0.01% | +7,298 | 新進 |
| Umb Bank N A | 7,358 | $25.2 萬 | 0.00% | −197−2.6% | 減碼 |
| Wellington Management Group LLP | 7,358 | $25.2 萬 | 0.00% | −1,649−18.3% | 減碼 |
| Yorktown Management & Research Co Inc | 7,400 | $25.4 萬 | 0.31% | +7,400 | 新進 |
| Evergreen Capital Management LLC | 7,456 | $25.6 萬 | 0.01% | +7,456 | 新進 |
| Boston Trust Walden Corp | 7,500 | $25.7 萬 | 0.00% | 00.0% | 不變 |
| Crewe Advisors LLC | 7,546 | $25.9 萬 | 0.04% | −473−5.9% | 減碼 |
| Verition Fund Management LLC | 7,611 | $26.1 萬 | 0.01% | −206,776−96.4% | 減碼 |
| Tower Research Capital LLC (TRC) | 7,696 | $26.3 萬 | 0.01% | −876−10.2% | 減碼 |
| Veritable, L.P. | 7,673 | $26.3 萬 | 0.00% | +7,673 | 新進 |
| Am Investment Strategies LLC | 7,899 | $27.1 萬 | 0.10% | −641−7.5% | 減碼 |
| Lincoln National Corp | 8,031 | $27.5 萬 | 0.01% | +8,031 | 新進 |
| SMH Capital Advisors Inc | 8,175 | $28.0 萬 | 0.41% | −20.0% | 減碼 |
| Convergence Investment Partners, LLC | 8,374 | $28.7 萬 | 0.17% | +8,374 | 新進 |
| Mariner, LLC | 8,649 | $29.6 萬 | 0.00% | +106+1.2% | 加碼 |
| MML Investors Services, LLC | 8,693 | $29.8 萬 | 0.00% | +8,693 | 新進 |
| Sigma Planning Corp | 8,779 | $30.1 萬 | 0.01% | −280−3.1% | 減碼 |
| Buckingham Strategic Wealth, LLC | 8,991 | $30.8 萬 | 0.01% | −1,152−11.4% | 減碼 |
| Baker Ellis Asset Management LLC | 9,000 | $30.9 萬 | 0.06% | +9,000 | 新進 |
| Avantax Advisory Services, Inc. | 9,024 | $30.9 萬 | 0.00% | −952−9.5% | 減碼 |
| Wade G W & Inc | 9,248 | $31.7 萬 | 0.01% | +408+4.6% | 加碼 |
| Shelton Capital Management | 9,522 | $32.6 萬 | 0.03% | −547−5.4% | 減碼 |
| Atlas Capital Advisors LLC | 9,704 | $33.3 萬 | 0.06% | +9,704 | 新進 |
| Stratos Wealth Partners, LTD. | 9,791 | $33.6 萬 | 0.01% | −21−0.2% | 減碼 |
| Prescott Group Capital Management, L.L.C. | 10,000 | $34.3 萬 | 0.07% | +10,000 | 新進 |
| Federation des caisses Desjardins du Quebec | 10,255 | $35.2 萬 | 0.00% | 00.0% | 不變 |
| Healthcare of Ontario Pension Plan Trust Fund | 10,599 | $36.3 萬 | 0.00% | −19,066−64.3% | 減碼 |
| CBOE Vest Financial, LLC | 10,852 | $37.2 萬 | 0.06% | +10,852 | 新進 |
| D. E. Shaw & Co., Inc. | 11,144 | $38.2 萬 | 0.00% | −114,619−91.1% | 減碼 |
| Creative Planning | 11,192 | $38.4 萬 | 0.00% | −128−1.1% | 減碼 |
| Bamco Inc | 11,200 | $38.4 萬 | 0.00% | 00.0% | 不變 |
| Connable Office Inc | 11,200 | $38.4 萬 | 0.05% | 00.0% | 不變 |
| National Asset Management, Inc. | 11,568 | $39.7 萬 | 0.01% | +708+6.5% | 加碼 |
| Engineers Gate Manager LP | 11,691 | $40.1 萬 | 0.02% | +11,691 | 新進 |
| HMS Capital Management, LLC | 11,692 | $40.1 萬 | 0.27% | −81−0.7% | 減碼 |
| Catalyst Financial Partners LLC | 11,758 | $40.3 萬 | 0.21% | +11,758 | 新進 |
| Ethic Inc. | 11,786 | $40.4 萬 | 0.02% | +2,625+28.7% | 加碼 |
| AdvisorShares Investments LLC | 12,049 | $41.3 萬 | 0.12% | +12,049 | 新進 |
| Jefferies Financial Group Inc. | 12,173 | $41.7 萬 | 0.01% | +12,173 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 12,212 | $41.8 萬 | 0.00% | −758−5.8% | 減碼 |
| Winton Group Ltd | 12,647 | $43.4 萬 | 0.03% | −1,512−10.7% | 減碼 |
| Wedbush Securities Inc | 12,728 | $43.6 萬 | 0.02% | 00.0% | 不變 |
| Unio Capital LLC | 13,000 | $44.6 萬 | 0.25% | +13,000 | 新進 |
| Western Wealth Management, LLC | 13,173 | $45.2 萬 | 0.05% | −939−6.7% | 減碼 |
| Lido Advisors, LLC | 13,494 | $46.3 萬 | 0.01% | +13,494 | 新進 |
| Davenport & Co LLC | 13,660 | $46.8 萬 | 0.00% | +800+6.2% | 加碼 |
| Huber Capital Management LLC | 14,100 | $48.3 萬 | 0.12% | 00.0% | 不變 |
| Squarepoint Ops LLC | 14,541 | $49.8 萬 | 0.00% | −34,401−70.3% | 減碼 |
| Carmel Capital Partners, LLC | 14,680 | $50.3 萬 | 0.35% | +3,500+31.3% | 加碼 |
| King Luther Capital Management Corp | 14,858 | $50.9 萬 | 0.00% | −50−0.3% | 減碼 |
| Harbor Advisors LLC | 15,000 | $51.4 萬 | 0.13% | 00.0% | 不變 |
| Silvercrest Asset Management Group LLC | 15,040 | $51.6 萬 | 0.00% | 00.0% | 不變 |
| Shell Asset Management Co | 15,099 | $51.8 萬 | 0.02% | −3,166−17.3% | 減碼 |
| Ancora Advisors, LLC | 15,100 | $51.8 萬 | 0.02% | +6,000+65.9% | 加碼 |