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。
2023 年第 1 季 13F 持有人
Jefferies Financial Group Inc. 在 2023/3/31 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
- 464
- 較 2022 年第 4 季 −3 家
- 持有股數
- 1.49 億
- 較 2022 年第 4 季 −304.0 萬 (−2.0%)
- 總市值
- $46.9 億
- 較 2022 年第 4 季 −$5.05 億 (−9.7%)
- 新進機構
- 55
- 另有 140 家加碼
- 清倉機構
- 58
- 另有 174 家減碼
另有 4 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 20,020,693 | $6.35 億 | 0.02% | +143,618+0.7% | 加碼 |
| BlackRock Inc. | 17,823,823 | $5.66 億 | 0.02% | −554,629−3.0% | 減碼 |
| Sumitomo Mitsui Financial Group, Inc. | 10,500,000 | $3.33 億 | 10.47% | 00.0% | 不變 |
| State Street Corp | 5,648,524 | $1.79 億 | 0.01% | +59,732+1.1% | 加碼 |
| First Pacific Advisors, LP | 5,603,701 | $1.78 億 | 2.76% | −97,467−1.7% | 減碼 |
| Dimensional Fund Advisors LP | 4,297,468 | $1.36 億 | 0.05% | −40,487−0.9% | 減碼 |
| LSV Asset Management | 3,743,778 | $1.19 億 | 0.27% | −154,932−4.0% | 減碼 |
| Alliancebernstein L.P. | 3,279,446 | $1.04 億 | 0.04% | +591,591+22.0% | 加碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 3,016,925 | $9,576 萬 | 0.37% | +558,249+22.7% | 加碼 |
| Donald Smith & Co., Inc. | 3,011,573 | $9,559 萬 | 3.52% | −160,713−5.1% | 減碼 |
| Geode Capital Management, LLC | 2,636,819 | $8,369 萬 | 0.01% | +37,883+1.5% | 加碼 |
| Bank of New York Mellon Corp | 2,497,347 | $7,927 萬 | 0.02% | −28,827−1.1% | 減碼 |
| Captrust Financial Advisors | 2,466,479 | $7,829 萬 | 0.34% | +75,546+3.2% | 加碼 |
| Norges Bank | 2,036,920 | $6,465 萬 | 0.01% | +45,610+2.3% | 加碼 |
| JPMorgan Chase & Co | 2,022,909 | $6,421 萬 | 0.01% | +60,890+3.1% | 加碼 |
| Beck Mack & Oliver LLC | 1,901,003 | $6,034 萬 | 1.74% | −23,664−1.2% | 減碼 |
| Northern Trust Corp | 1,827,552 | $5,801 萬 | 0.01% | +114,481+6.7% | 加碼 |
| Citadel Advisors LLC | 1,709,244 | $5,425 萬 | 0.06% | +1,428,186+508.1% | 加碼 |
| Morgan Stanley | 1,608,594 | $5,106 萬 | 0.01% | +281,268+21.2% | 加碼 |
| Private Management Group Inc | 1,453,484 | $4,613 萬 | 2.07% | −118,609−7.5% | 減碼 |
| Miller Howard Investments Inc | 1,424,553 | $4,522 萬 | 1.64% | +21,361+1.5% | 加碼 |
| AQR Capital Management LLC | 1,286,604 | $4,030 萬 | 0.09% | +52,079+4.2% | 加碼 |
| Janus Henderson Group PLC | 1,251,531 | $3,972 萬 | 0.03% | +531,005+73.7% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 1,247,856 | $3,961 萬 | 0.05% | −421,415−25.2% | 減碼 |
| Moerus Capital Management LLC | 1,222,718 | $3,881 萬 | 11.74% | −81,836−6.3% | 減碼 |
| Charles Schwab Investment Management Inc | 1,193,395 | $3,788 萬 | 0.01% | −2,920,149−71.0% | 減碼 |
| Millennium Management LLC | 1,108,081 | $3,517 萬 | 0.04% | +908,767+455.9% | 加碼 |
| First Trust Advisors LP | 987,289 | $3,134 萬 | 0.04% | −4,688,618−82.6% | 減碼 |
| Burgundy Asset Management Ltd. | 965,629 | $3,065 萬 | 0.38% | −72,422−7.0% | 減碼 |
| Wedge Capital Management L L P | 950,148 | $3,016 萬 | 0.51% | +78,940+9.1% | 加碼 |
| Private Capital Management, LLC | 939,160 | $2,981 萬 | 3.55% | +61,280+7.0% | 加碼 |
| Barclays PLC | 878,637 | $2,789 萬 | 0.03% | +780,615+796.4% | 加碼 |
| Ergoteles LLC | 873,441 | $2,772 萬 | 1.08% | +873,441 | 新進 |
| Qube Research & Technologies Ltd | 842,461 | $2,674 萬 | 0.15% | +556,474+194.6% | 加碼 |
| Victory Capital Management Inc | 808,470 | $2,566 萬 | 0.03% | +27,667+3.5% | 加碼 |
| Nuveen Asset Management, LLC | 772,718 | $2,453 萬 | 0.01% | −15,817−2.0% | 減碼 |
| Principal Financial Group Inc | 717,883 | $2,279 萬 | 0.02% | −2,372−0.3% | 減碼 |
| Hosking Partners LLP | 697,431 | $2,214 萬 | 1.03% | −138,112−16.5% | 減碼 |
| Invesco Ltd. | 685,280 | $2,175 萬 | 0.01% | −275,012−28.6% | 減碼 |
| Goldman Sachs Group Inc | 664,803 | $2,110 萬 | 0.01% | −899,176−57.5% | 減碼 |
| Ceredex Value Advisors LLC | 650,500 | $2,065 萬 | 0.32% | +650,500 | 新進 |
| Mraz, Amerine & Associates, Inc. | 557,411 | $1,769 萬 | 4.35% | +1,580+0.3% | 加碼 |
| Rhumbline Advisers | 543,834 | $1,726 萬 | 0.02% | −16,329−2.9% | 減碼 |
| Azora Capital LP | 525,252 | $1,667 萬 | 2.56% | +525,252 | 新進 |
| NewEdge Wealth, LLC | 524,793 | $1,666 萬 | 0.63% | +53,553+11.4% | 加碼 |
| Retirement Systems of Alabama | 523,906 | $1,663 萬 | 0.07% | −25,746−4.7% | 減碼 |
| Oppenheimer & Co Inc | 517,947 | $1,644 萬 | 0.35% | +92,403+21.7% | 加碼 |
| Robeco Institutional Asset Management B.V. | 506,082 | $1,606 萬 | 0.04% | +26,155+5.4% | 加碼 |
| Bank of America Corp | 502,887 | $1,596 萬 | 0.00% | −103,665−17.1% | 減碼 |
| FMR LLC | 497,470 | $1,579 萬 | 0.00% | −209,788−29.7% | 減碼 |
| Legal & General Group Plc | 483,413 | $1,534 萬 | 0.01% | +3,575+0.7% | 加碼 |
| HRT Financial LP | 463,760 | $1,472 萬 | 0.18% | +324,277+232.5% | 加碼 |
| GoodHaven Capital Management, LLC | 454,074 | $1,441 萬 | 9.27% | +1250.0% | 加碼 |
| Ameriprise Financial Inc | 446,929 | $1,419 萬 | 0.00% | −13,064−2.8% | 減碼 |
| Eubel Brady & Suttman Asset Management Inc | 434,454 | $1,379 萬 | 2.00% | +3,676+0.9% | 加碼 |
| Berkshire Hathaway Inc大師波克夏 | 433,558 | $1,376 萬 | 0.00% | 00.0% | 不變 |
| Robotti Robert | 432,177 | $1,372 萬 | 2.42% | −521−0.1% | 減碼 |
| California Public Employees Retirement System | 427,318 | $1,356 萬 | 0.01% | −67,573−13.7% | 減碼 |
| UBS Asset Management Americas Inc | 409,508 | $1,300 萬 | 0.01% | +9,292+2.3% | 加碼 |
| Swiss National Bank | 395,400 | $1,255 萬 | 0.01% | −53,600−11.9% | 減碼 |
| Two Sigma Advisers, LP | 391,700 | $1,243 萬 | 0.03% | −161,200−29.2% | 減碼 |
| First Manhattan Co | 387,462 | $1,230 萬 | 0.05% | −14,006−3.5% | 減碼 |
| Gillson Capital LP | 382,478 | $1,214 萬 | 1.01% | +35,703+10.3% | 加碼 |
| Candriam Luxembourg S.C.A. | 407,713 | $1,191 萬 | 0.08% | −96,001−19.1% | 減碼 |
| Cubist Systematic Strategies, LLC | 371,563 | $1,179 萬 | 0.11% | +195,490+111.0% | 加碼 |
| Iat Reinsurance Co Ltd. | 360,872 | $1,145 萬 | 2.34% | 00.0% | 不變 |
| Fisher Asset Management, LLC | 355,612 | $1,129 萬 | 0.01% | +3,368+1.0% | 加碼 |
| Assenagon Asset Management S.A. | 354,426 | $1,125 萬 | 0.04% | +354,426 | 新進 |
| Rock Point Advisors, LLC | 345,190 | $1,096 萬 | 3.72% | +18,833+5.8% | 加碼 |
| Mackenzie Financial Corp | 323,688 | $1,027 萬 | 0.02% | +16,167+5.3% | 加碼 |
| American International Group, Inc. | 279,342 | $886.6 萬 | 0.06% | −6,145−2.2% | 減碼 |
| Bamco Inc | 270,528 | $858.7 萬 | 0.03% | +259,328+2,315.4% | 加碼 |
| State Board of Administration of Florida Retirement System | 263,504 | $836.4 萬 | 0.02% | 00.0% | 不變 |
| New York State Teachers Retirement System | 260,705 | $827.5 萬 | 0.02% | −2,333−0.9% | 減碼 |
| Colony Group LLC | 256,375 | $813.7 萬 | 0.12% | +12,800+5.3% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 255,993 | $812.5 萬 | 0.05% | −417−0.2% | 減碼 |
| Schonfeld Strategic Advisors LLC | 253,044 | $803.2 萬 | 0.08% | +128,092+102.5% | 加碼 |
| Cambria Investment Management, L.P. | 247,838 | $786.6 萬 | 0.65% | +215,702+671.2% | 加碼 |
| Cinctive Capital Management LP | 244,750 | $776.8 萬 | 0.29% | +244,750 | 新進 |
| California State Teachers Retirement System | 236,656 | $751.1 萬 | 0.01% | −7,243−3.0% | 減碼 |
| Susquehanna International Group, LLP | 229,711 | $729.1 萬 | 0.01% | +199,435+658.7% | 加碼 |
| ACR Alpine Capital Research, LLC | 220,812 | $700.9 萬 | 0.29% | −15,227−6.5% | 減碼 |
| Merrion Investment Management Co, LLC | 214,514 | $680.9 萬 | 6.50% | −2,202−1.0% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 213,394 | $677.3 萬 | 0.11% | +6,767+3.3% | 加碼 |
| Tudor Investment Corp Et Al | 209,571 | $665.2 萬 | 0.13% | +128,206+157.6% | 加碼 |
| Canada Pension Plan Investment Board | 208,900 | $663.0 萬 | 0.01% | +10,200+5.1% | 加碼 |
| Franklin Resources Inc | 205,705 | $652.9 萬 | 0.00% | −28,332−12.1% | 減碼 |
| Pacifica Capital Investments, LLC | 202,210 | $641.8 萬 | 2.05% | −557,272−73.4% | 減碼 |
| Bridgeway Capital Management, LLC | 201,600 | $639.9 萬 | 0.17% | 00.0% | 不變 |
| New York State Common Retirement Fund | 199,228 | $632.3 萬 | 0.01% | −21,086−9.6% | 減碼 |
| Cerity Partners LLC | 197,458 | $626.6 萬 | 0.03% | +197,458 | 新進 |
| Boston Partners | 195,366 | $620.1 萬 | 0.01% | −9,256−4.5% | 減碼 |
| Lafayette Investments, Inc. | 190,592 | $604.9 萬 | 1.67% | −1,566−0.8% | 減碼 |
| Bank of Montreal | 187,165 | $594.6 萬 | 0.00% | +162,177+649.0% | 加碼 |
| Prudential Financial Inc | 211,820 | $593.9 萬 | 0.01% | −29,114−12.1% | 減碼 |
| Deutsche Bank AG | 176,903 | $561.5 萬 | 0.00% | +39,540+28.8% | 加碼 |
| State of Wisconsin Investment Board | 176,381 | $559.8 萬 | 0.02% | −19,902−10.1% | 減碼 |
| Waterfront Wealth Inc. | 174,844 | $555.0 萬 | 1.81% | −5,680−3.1% | 減碼 |
| Great West Life Assurance Co | 172,399 | $547.1 萬 | 0.01% | −2,457−1.4% | 減碼 |
| Credit Suisse AG | 167,479 | $531.6 萬 | 0.01% | −7,825−4.5% | 減碼 |