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 3 季 13F 持有人
Jefferies Financial Group Inc. 在 2023/9/30 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
- 439
- 較 2023 年第 2 季 +15 家
- 持有股數
- 1.31 億
- 較 2023 年第 2 季 −527.2 萬 (−3.9%)
- 總市值
- $48.0 億
- 較 2023 年第 2 季 +$3.02 億 (+6.7%)
- 新進機構
- 53
- 另有 126 家加碼
- 清倉機構
- 38
- 另有 157 家減碼
另有 5 家機構在 2023 年第 2 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Intrinsic Value Partners, LLC | 32,688 | $119.7 萬 | 1.54% | −25−0.1% | 減碼 |
| Utah Retirement Systems | 32,684 | $119.7 萬 | 0.02% | −1,700−4.9% | 減碼 |
| Edgestream Partners, L.P. | 32,094 | $117.6 萬 | 0.09% | −59,119−64.8% | 減碼 |
| Sherbrooke Park Advisers LLC | 31,896 | $116.8 萬 | 0.37% | +31,896 | 新進 |
| Intech Investment Management LLC | 31,259 | $114.5 萬 | 0.02% | +23,488+302.3% | 加碼 |
| Natixis Advisors, L.P. | 30,967 | $113.4 萬 | 0.00% | +3,178+11.4% | 加碼 |
| US Bancorp | 30,428 | $111.5 萬 | 0.00% | −995−3.2% | 減碼 |
| Radnor Capital Management, LLC | 30,290 | $111.0 萬 | 0.22% | +2,840+10.3% | 加碼 |
| Centennial Bank | 29,841 | $109.3 萬 | 0.76% | −39−0.1% | 減碼 |
| Mercer Global Advisors Inc | 29,569 | $108.3 萬 | 0.00% | +2,236+8.2% | 加碼 |
| Moors & Cabot, Inc. | 29,365 | $107.6 萬 | 0.07% | −4,660−13.7% | 減碼 |
| Wedge Capital Management L L P | 29,358 | $107.5 萬 | 0.02% | −43,178−59.5% | 減碼 |
| Truist Financial Corp | 29,293 | $107.3 萬 | 0.00% | +214+0.7% | 加碼 |
| Marshall Wace, LLP | 28,342 | $103.8 萬 | 0.00% | +28,342 | 新進 |
| Wellington Shields Capital Management, LLC | 28,000 | $102.6 萬 | 0.14% | 00.0% | 不變 |
| Fox Run Management, L.L.C. | 27,427 | $100.5 萬 | 0.30% | +12,272+81.0% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 27,024 | $99.0 萬 | 0.00% | +3,787+16.3% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 26,925 | $98.6 萬 | 0.01% | +3,711+16.0% | 加碼 |
| QRG Capital Management, Inc. | 25,804 | $94.5 萬 | 0.02% | +25,804 | 新進 |
| Tower Research Capital LLC (TRC) | 25,738 | $94.3 萬 | 0.03% | +4,490+21.1% | 加碼 |
| Bank of Montreal | 24,235 | $93.8 萬 | 0.00% | +4,190+20.9% | 加碼 |
| JustInvest LLC | 25,446 | $93.2 萬 | 0.03% | +1,322+5.5% | 加碼 |
| Parsons Capital Management Inc | 24,743 | $90.6 萬 | 0.07% | 00.0% | 不變 |
| First Republic Investment Management, Inc. | 24,672 | $90.4 萬 | 0.00% | +15,970+183.5% | 加碼 |
| Xponance, Inc. | 24,104 | $88.3 萬 | 0.01% | −220−0.9% | 減碼 |
| Redmont Wealth Advisors LLC | 23,373 | $85.6 萬 | 1.50% | −2,781−10.6% | 減碼 |
| Storebrand Asset Management AS | 23,357 | $85.6 萬 | 0.00% | −739−3.1% | 減碼 |
| Federated Hermes, Inc. | 22,808 | $83.5 萬 | 0.00% | +1,329+6.2% | 加碼 |
| Advisor Partners II, LLC | 21,476 | $78.7 萬 | 0.03% | −591−2.7% | 減碼 |
| Gotham Asset Management, LLC | 21,301 | $78.0 萬 | 0.02% | 00.0% | 不變 |
| State of Alaska, Department of Revenue | 21,009 | $76.9 萬 | 0.01% | −2,135−9.2% | 減碼 |
| MBM Wealth Consultants, LLC | 23,023 | $76.6 萬 | 0.33% | +3,148+15.8% | 加碼 |
| Two Sigma Advisers, LP | 20,800 | $76.2 萬 | 0.00% | −92,900−81.7% | 減碼 |
| Qsemble Capital Management, LP | 20,800 | $76.2 萬 | 0.14% | +20,800 | 新進 |
| Cubic Asset Management, LLC | 20,747 | $76.0 萬 | 0.21% | +5,162+33.1% | 加碼 |
| Gsa Capital Partners LLP | 20,519 | $75.2 萬 | 0.06% | +20,519 | 新進 |
| Equitable Trust Co | 20,520 | $75.2 萬 | 0.06% | 00.0% | 不變 |
| New York Life Investment Management LLC | 19,679 | $72.1 萬 | 0.01% | +10,402+112.1% | 加碼 |
| National Bank of Canada | 19,909 | $71.1 萬 | 0.00% | 00.0% | 不變 |
| Creative Planning | 19,181 | $70.3 萬 | 0.00% | +2,233+13.2% | 加碼 |
| Pictet Asset Management Holding SA | 18,723 | $68.6 萬 | 0.00% | +18,723 | 新進 |
| NorthCrest Asset Manangement, LLC | 18,700 | $68.5 萬 | 0.03% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 18,186 | $66.6 萬 | 0.00% | −1,433−7.3% | 減碼 |
| Evercore Wealth Management, LLC | 17,933 | $65.7 萬 | 0.01% | 00.0% | 不變 |
| KWMG, LLC | 17,187 | $63.0 萬 | 0.08% | +932+5.7% | 加碼 |
| Rehmann Capital Advisory Group | 16,927 | $62.0 萬 | 0.06% | −3,233−16.0% | 減碼 |
| Blair William & Co | 16,838 | $61.7 萬 | 0.00% | +10.0% | 加碼 |
| ISAM Funds (UK) Ltd | 16,685 | $61.1 萬 | 0.39% | +16,685 | 新進 |
| Ancora Advisors, LLC | 15,925 | $58.3 萬 | 0.02% | +825+5.5% | 加碼 |
| Farther Finance Advisors, LLC | 15,905 | $58.3 萬 | 0.09% | −14,530−47.7% | 減碼 |
| Maryland State Retirement & Pension System | 15,766 | $57.8 萬 | 0.01% | 00.0% | 不變 |
| King Luther Capital Management Corp | 15,661 | $57.4 萬 | 0.00% | +498+3.3% | 加碼 |
| Bank of Nova Scotia | 15,600 | $57.1 萬 | 0.00% | −181,239−92.1% | 減碼 |
| Johnson Financial Group, Inc. | 15,501 | $56.8 萬 | 0.04% | −3,396−18.0% | 減碼 |
| Joel Isaacson & Co., LLC | 15,500 | $56.8 萬 | 0.04% | 00.0% | 不變 |
| Candriam Luxembourg S.C.A. | 15,301 | $56.0 萬 | 0.00% | +3,521+29.9% | 加碼 |
| Harbor Advisors LLC | 15,000 | $54.9 萬 | 0.12% | 00.0% | 不變 |
| Securian Asset Management, Inc | 14,969 | $54.8 萬 | 0.02% | −1,665−10.0% | 減碼 |
| Citadel Investment Advisory, Inc. | 14,885 | $54.5 萬 | 0.36% | 00.0% | 不變 |
| Pacer Advisors, Inc. | 14,781 | $54.1 萬 | 0.00% | −25,889−63.7% | 減碼 |
| Shell Asset Management Co | 14,709 | $53.9 萬 | 0.02% | −254−1.7% | 減碼 |
| Silvercrest Asset Management Group LLC | 14,495 | $53.1 萬 | 0.00% | −830−5.4% | 減碼 |
| Crossmark Global Holdings, Inc. | 14,987 | $52.9 萬 | 0.01% | −865−5.5% | 減碼 |
| Stifel Financial Corp | 14,159 | $51.9 萬 | 0.00% | +133+0.9% | 加碼 |
| Raymond James Trust N.A. | 14,156 | $51.9 萬 | 0.02% | +1,053+8.0% | 加碼 |
| Twinbeech Capital LP | 13,271 | $48.6 萬 | 0.01% | −95,788−87.8% | 減碼 |
| BFSG, LLC | 13,221 | $48.4 萬 | 0.08% | +13,221 | 新進 |
| Jefferies Financial Group Inc. | 13,043 | $47.8 萬 | 0.01% | 00.0% | 不變 |
| Mirabella Financial Services LLP | 12,827 | $47.0 萬 | 0.07% | +12,827 | 新進 |
| BNP Paribas Arbitrage, SA | 12,626 | $46.2 萬 | 0.00% | −12,819−50.4% | 減碼 |
| Acadian Asset Management LLC | 12,623 | $46.1 萬 | 0.00% | +10,694+554.4% | 加碼 |
| Carmel Capital Partners, LLC | 12,400 | $45.4 萬 | 0.20% | 00.0% | 不變 |
| Western Wealth Management, LLC | 12,355 | $45.3 萬 | 0.04% | −1,052−7.8% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 12,171 | $44.6 萬 | 0.00% | +12,171 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 12,057 | $44.2 萬 | 0.00% | −418−3.4% | 減碼 |
| Catalyst Financial Partners LLC | 12,030 | $44.1 萬 | 0.14% | 00.0% | 不變 |
| Bridgewater Associates, LP | 11,696 | $42.8 萬 | 0.00% | +2,237+23.6% | 加碼 |
| United Services Automobile Association | 11,573 | $42.4 萬 | 0.01% | +409+3.7% | 加碼 |
| Monticello Wealth Management, LLC | 11,268 | $41.3 萬 | 0.04% | +11,268 | 新進 |
| Connable Office Inc | 11,200 | $41.0 萬 | 0.06% | 00.0% | 不變 |
| Aigen Investment Management, LP | 10,993 | $40.3 萬 | 0.08% | +10,993 | 新進 |
| Yorktown Management & Research Co Inc | 10,700 | $39.2 萬 | 0.44% | 00.0% | 不變 |
| Mariner, LLC | 10,575 | $38.7 萬 | 0.00% | −64−0.6% | 減碼 |
| Schonfeld Strategic Advisors LLC | 10,385 | $38.0 萬 | 0.00% | −109,415−91.3% | 減碼 |
| HMS Capital Management, LLC | 9,783 | $35.8 萬 | 0.24% | −252−2.5% | 減碼 |
| Cookson Peirce & Co Inc | 9,709 | $35.6 萬 | 0.02% | +787+8.8% | 加碼 |
| Pinnacle Associates Ltd | 9,710 | $35.6 萬 | 0.01% | −1,193−10.9% | 減碼 |
| ProShare Advisors LLC | 9,545 | $35.0 萬 | 0.00% | −1,363−12.5% | 減碼 |
| Davenport & Co LLC | 9,160 | $33.6 萬 | 0.00% | 00.0% | 不變 |
| Shelton Capital Management | 9,089 | $33.3 萬 | 0.01% | 00.0% | 不變 |
| Diversified Trust Co | 8,957 | $32.8 萬 | 0.01% | +8,957 | 新進 |
| GTS Securities LLC | 8,788 | $32.2 萬 | 0.01% | +8,788 | 新進 |
| Yelin Lapidot Holdings Management Ltd. | 8,652 | $31.9 萬 | 0.08% | +8,652 | 新進 |
| Buckingham Strategic Wealth, LLC | 8,603 | $31.5 萬 | 0.00% | +140+1.7% | 加碼 |
| Avantax Advisory Services, Inc. | 8,357 | $30.6 萬 | 0.00% | −669−7.4% | 減碼 |
| Lincoln National Corp | 8,107 | $29.7 萬 | 0.01% | +25+0.3% | 加碼 |
| Brinker Capital Investments, LLC | 8,050 | $29.5 萬 | 0.00% | +8,050 | 新進 |
| Orion Portfolio Solutions, LLC | 8,050 | $29.5 萬 | 0.00% | +8,050 | 新進 |
| Stratos Wealth Partners, LTD. | 7,779 | $28.5 萬 | 0.01% | −340−4.2% | 減碼 |
| Ethic Inc. | 7,744 | $28.4 萬 | 0.01% | −766−9.0% | 減碼 |