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 2 季 13F 持有人
Jefferies Financial Group Inc. 在 2023/6/30 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
- 429
- 較 2023 年第 1 季 −32 家
- 持有股數
- 1.36 億
- 較 2023 年第 1 季 −1,243 萬 (−8.4%)
- 總市值
- $45.0 億
- 較 2023 年第 1 季 −$1.88 億 (−4.0%)
- 新進機構
- 38
- 另有 133 家加碼
- 清倉機構
- 70
- 另有 161 家減碼
另有 3 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 7,771 | $25.8 萬 | 0.00% | +7,771 | 新進 |
| SMH Capital Advisors Inc | 7,667 | $25.4 萬 | 0.55% | −173−2.2% | 減碼 |
| Permanens Capital L.P. | 7,580 | $25.1 萬 | 0.06% | +7,580 | 新進 |
| Crewe Advisors LLC | 7,546 | $25.0 萬 | 0.04% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 7,536 | $25.0 萬 | 0.01% | +449+6.3% | 加碼 |
| Boston Trust Walden Corp | 7,500 | $24.9 萬 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 7,358 | $24.4 萬 | 0.00% | 00.0% | 不變 |
| Apexium Financial, LP | 7,163 | $23.8 萬 | 0.02% | 00.0% | 不變 |
| Baker Ellis Asset Management LLC | 7,000 | $23.2 萬 | 0.04% | 00.0% | 不變 |
| Forum Financial Management, LP | 6,961 | $23.1 萬 | 0.01% | −76−1.1% | 減碼 |
| Mastrapasqua Asset Management Inc | 6,958 | $23.1 萬 | 0.03% | −77−1.1% | 減碼 |
| Ci Investments Inc. | 6,883 | $22.8 萬 | 0.00% | +202+3.0% | 加碼 |
| Northwestern Mutual Wealth Management Co | 6,779 | $22.5 萬 | 0.00% | −144−2.1% | 減碼 |
| Greenleaf Trust | 6,690 | $22.2 萬 | 0.00% | −208−3.0% | 減碼 |
| Searle & Co. | 6,000 | $22.1 萬 | 0.07% | +6,000 | 新進 |
| Penn Mutual Asset Management, LLC | 6,650 | $22.1 萬 | 0.20% | +6,650 | 新進 |
| Checchi Capital Advisers, LLC | 6,585 | $21.8 萬 | 0.02% | −65−1.0% | 減碼 |
| Nebula Research & Development LLC | 6,477 | $21.5 萬 | 0.16% | +6,477 | 新進 |
| Carnegie Capital Asset Management, LLC | 6,445 | $21.4 萬 | 0.01% | 00.0% | 不變 |
| Cooper Financial Group | 6,416 | $21.3 萬 | 0.05% | +62+1.0% | 加碼 |
| Pecaut & Co. | 6,350 | $21.1 萬 | 0.09% | 00.0% | 不變 |
| First Heartland Consultants, Inc. | 6,238 | $20.7 萬 | 0.03% | +6,238 | 新進 |
| Country Club Bank | 6,200 | $20.7 萬 | 0.02% | +6,200 | 新進 |
| Jump Financial, LLC | 6,162 | $20.4 萬 | 0.01% | −12,024−66.1% | 減碼 |
| Aspiriant, LLC | 6,073 | $20.1 萬 | 0.01% | +6,073 | 新進 |
| Boothbay Fund Management, LLC | 6,038 | $20.0 萬 | 0.01% | −4,262−41.4% | 減碼 |
| Quent Capital, LLC | 5,955 | $19.8 萬 | 0.03% | −86−1.4% | 減碼 |
| Whittier Trust Co of Nevada Inc | 5,478 | $18.2 萬 | 0.01% | 00.0% | 不變 |
| Pittenger & Anderson Inc | 5,000 | $16.6 萬 | 0.01% | 00.0% | 不變 |
| HM Payson & Co | 4,925 | $16.3 萬 | 0.00% | +3,700+302.0% | 加碼 |
| Cullen/Frost Bankers, Inc. | 4,816 | $16.0 萬 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 4,786 | $15.9 萬 | 0.00% | +166+3.6% | 加碼 |
| Vestor Capital, LLC | 4,646 | $15.4 萬 | 0.02% | 00.0% | 不變 |
| C M Bidwell & Associates Ltd | 4,174 | $13.8 萬 | 0.10% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 4,029 | $13.4 萬 | 0.03% | +723+21.9% | 加碼 |
| Spire Wealth Management | 3,570 | $11.8 萬 | 0.00% | 00.0% | 不變 |
| Monetary Management Group Inc | 3,200 | $10.6 萬 | 0.03% | 00.0% | 不變 |
| Covestor Ltd | 3,121 | $10.4 萬 | 0.08% | +672+27.4% | 加碼 |
| Compass Wealth Management LLC | 3,125 | $10.4 萬 | 0.03% | +100+3.3% | 加碼 |
| Stonebridge Capital Advisors LLC | 3,000 | $9.95 萬 | 0.01% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 2,900 | $9.62 萬 | 0.05% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 2,629 | $8.72 萬 | 0.00% | −208−7.3% | 減碼 |
| Institutional & Family Asset Management, LLC | 2,628 | $8.72 萬 | 0.01% | −61−2.3% | 減碼 |
| Colonial Trust Co | 2,578 | $8.55 萬 | 0.02% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 2,561 | $8.49 萬 | 0.02% | +8+0.3% | 加碼 |
| Quadrant Capital Group LLC | 2,278 | $7.56 萬 | 0.01% | −1,684−42.5% | 減碼 |
| Nomura Asset Management Co Ltd | 2,250 | $7.46 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 2,217 | $7.35 萬 | 0.00% | −59−2.6% | 減碼 |
| Ridgewood Investments LLC | 2,200 | $7.30 萬 | 0.04% | 00.0% | 不變 |
| Acadian Asset Management LLC | 1,929 | $6.30 萬 | 0.00% | +1,929 | 新進 |
| Glassman Wealth Services | 1,847 | $6.13 萬 | 0.01% | −6−0.3% | 減碼 |
| Harbour Investments, Inc. | 1,729 | $5.73 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 1,674 | $5.55 萬 | 0.00% | −246−12.8% | 減碼 |
| Geneos Wealth Management Inc. | 1,630 | $5.41 萬 | 0.00% | 00.0% | 不變 |
| Itau Unibanco Holding S.A. | 1,600 | $5.31 萬 | 0.00% | +1,600 | 新進 |
| Steward Partners Investment Advisory, LLC | 1,500 | $4.98 萬 | 0.00% | 00.0% | 不變 |
| Albion Financial Group | 1,260 | $4.18 萬 | 0.00% | 00.0% | 不變 |
| Byrne Asset Management LLC | 1,150 | $3.80 萬 | 0.02% | 00.0% | 不變 |
| Cutler Group LP | 1,145 | $3.70 萬 | 0.01% | +708+162.0% | 加碼 |
| CWM, LLC | 927 | $3.10 萬 | 0.00% | −31−3.2% | 減碼 |
| Pin Oak Investment Advisors Inc | 900 | $3.00 萬 | 0.03% | 00.0% | 不變 |
| IFP Advisors, Inc | 1,291 | $2.85 萬 | 0.00% | −77−5.6% | 減碼 |
| Denali Advisors LLC | 825 | $2.74 萬 | 0.01% | +825 | 新進 |
| GWM Advisors LLC | 811 | $2.69 萬 | 0.00% | +307+60.9% | 加碼 |
| Hanson & Doremus Investment Management | 760 | $2.50 萬 | 0.01% | 00.0% | 不變 |
| Cambridge Trust Co | 679 | $2.25 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 670 | $2.22 萬 | 0.00% | −76−10.2% | 減碼 |
| Meitav Dash Investments Ltd | 654 | $2.18 萬 | 0.00% | +654 | 新進 |
| Deseret Mutual Benefit Administrators | 652 | $2.16 萬 | 0.01% | 00.0% | 不變 |
| Headlands Technologies LLC | 640 | $2.12 萬 | 0.01% | +640 | 新進 |
| JCIC Asset Management Inc. | 615 | $2.04 萬 | 0.01% | −40−6.1% | 減碼 |
| Highlander Capital Management, LLC | 600 | $2.00 萬 | 0.01% | 00.0% | 不變 |
| Bessemer Group Inc | 573 | $1.90 萬 | 0.00% | +141+32.6% | 加碼 |
| Belmont Capital, LLC | 535 | $1.77 萬 | 0.01% | 00.0% | 不變 |
| Manchester Capital Management LLC | 513 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| Central Trust Co | 500 | $1.66 萬 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 460 | $1.53 萬 | 0.00% | 00.0% | 不變 |
| Trust Co of Vermont | 455 | $1.51 萬 | 0.00% | −171−27.3% | 減碼 |
| Ronald Blue Trust, Inc. | 494 | $1.50 萬 | 0.00% | −3,662−88.1% | 減碼 |
| Desjardins Global Asset Management Inc. | 434 | $1.44 萬 | 0.00% | 00.0% | 不變 |
| Moisand Fitzgerald Tamayo, LLC | 433 | $1.44 萬 | 0.00% | 00.0% | 不變 |
| Legacy Bridge, LLC | 431 | $1.43 萬 | 0.01% | 00.0% | 不變 |
| Westside Investment Management, Inc. | 421 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 370 | $1.23 萬 | 0.00% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 351 | $1.20 萬 | 0.00% | −66−15.8% | 減碼 |
| Assetmark, Inc | 352 | $1.17 萬 | 0.00% | −53−13.1% | 減碼 |
| Peregrine Capital Management LLC | 340 | $1.13 萬 | 0.00% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 320 | $1.12 萬 | 0.00% | 00.0% | 不變 |
| South State Corp. | 321 | $1.06 萬 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 318 | $1.05 萬 | 0.00% | +30+10.4% | 加碼 |
| TSFG, LLC | 294 | $1.00 萬 | 0.00% | +1+0.3% | 加碼 |
| Creative Financial Designs Inc | 288 | $9,553 | 0.00% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 272 | $9,022 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 266 | $8,823 | 0.00% | −83−23.8% | 減碼 |
| Lindbrook Capital, LLC | 205 | $6,800 | 0.00% | −111−35.1% | 減碼 |
| Whittier Trust Co | 201 | $6,665 | 0.00% | 00.0% | 不變 |
| Atlas Capital Advisors LLC | 196 | $6,501 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 180 | $5,971 | 0.00% | −42−18.9% | 減碼 |
| Earnest Partners LLC | 150 | $4,976 | 0.00% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 141 | $4,677 | 0.00% | +1+0.7% | 加碼 |