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 4 季 13F 持有人
Jefferies Financial Group Inc. 在 2023/12/31 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
- 475
- 較 2023 年第 3 季 +43 家
- 持有股數
- 1.29 億
- 較 2023 年第 3 季 −114.1 萬 (−0.9%)
- 總市值
- $52.2 億
- 較 2023 年第 3 季 +$4.34 億 (+9.1%)
- 新進機構
- 77
- 另有 125 家加碼
- 清倉機構
- 34
- 另有 179 家減碼
另有 7 家機構在 2023 年第 3 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Orion Portfolio Solutions, LLC | 9,417 | $38.3 萬 | 0.00% | +1,367+17.0% | 加碼 |
| Coldstream Capital Management Inc | 9,384 | $37.9 萬 | 0.01% | +2,142+29.6% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,375 | $37.9 萬 | 0.07% | +1,800+23.8% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 9,330 | $37.7 萬 | 0.00% | −2,841−23.3% | 減碼 |
| Seven Eight Capital, LP | 9,209 | $37.2 萬 | 0.04% | −38,372−80.6% | 減碼 |
| Wolverine Trading, LLC | 8,907 | $36.0 萬 | 0.00% | +8,907 | 新進 |
| ProShare Advisors LLC | 8,860 | $35.8 萬 | 0.00% | −685−7.2% | 減碼 |
| Western Wealth Management, LLC | 8,807 | $35.6 萬 | 0.03% | −3,548−28.7% | 減碼 |
| Gsa Capital Partners LLP | 8,783 | $35.5 萬 | 0.03% | −11,736−57.2% | 減碼 |
| Yelin Lapidot Holdings Management Ltd. | 8,652 | $35.0 萬 | 0.08% | 00.0% | 不變 |
| Buckingham Strategic Wealth, LLC | 8,471 | $34.2 萬 | 0.00% | −132−1.5% | 減碼 |
| Sequoia Financial Advisors, LLC | 8,196 | $33.1 萬 | 0.00% | +8,196 | 新進 |
| Petrus Trust Company, LTA | 8,170 | $33.0 萬 | 0.03% | +8,170 | 新進 |
| Avantax Advisory Services, Inc. | 7,925 | $32.0 萬 | 0.00% | −432−5.2% | 減碼 |
| DekaBank Deutsche Girozentrale | 7,864 | $32.0 萬 | 0.00% | +7,864 | 新進 |
| Oxford Asset Management LLP | 7,872 | $31.8 萬 | 0.48% | +7,872 | 新進 |
| Lazard Asset Management LLC | 7,864 | $31.7 萬 | 0.00% | +7,864 | 新進 |
| Lincoln National Corp | 7,802 | $31.5 萬 | 0.01% | −305−3.8% | 減碼 |
| Permanens Capital L.P. | 7,580 | $30.6 萬 | 0.06% | +7,580 | 新進 |
| Crewe Advisors LLC | 7,546 | $30.5 萬 | 0.05% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 7,534 | $30.4 萬 | 0.01% | −245−3.1% | 減碼 |
| Boston Trust Walden Corp | 7,500 | $30.3 萬 | 0.00% | 00.0% | 不變 |
| Monetary Management Group Inc | 7,400 | $29.9 萬 | 0.09% | +1,600+27.6% | 加碼 |
| Umb Bank N A | 7,276 | $29.4 萬 | 0.00% | −82−1.1% | 減碼 |
| Shelton Capital Management | 7,260 | $29.3 萬 | 0.01% | −1,829−20.1% | 減碼 |
| Ci Investments Inc. | 7,209 | $29.1 萬 | 0.00% | +198+2.8% | 加碼 |
| Apexium Financial, LP | 7,163 | $28.9 萬 | 0.02% | 00.0% | 不變 |
| Baker Ellis Asset Management LLC | 7,000 | $28.3 萬 | 0.05% | 00.0% | 不變 |
| SMH Capital Advisors Inc | 6,969 | $28.2 萬 | 0.61% | −189−2.6% | 減碼 |
| Forum Financial Management, LP | 6,961 | $28.1 萬 | 0.01% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 6,765 | $27.3 萬 | 0.00% | −616−8.3% | 減碼 |
| Checchi Capital Advisers, LLC | 6,749 | $27.3 萬 | 0.02% | +164+2.5% | 加碼 |
| MML Investors Services, LLC | 6,726 | $27.2 萬 | 0.00% | +243+3.7% | 加碼 |
| Maple Capital Management, Inc. | 6,598 | $26.7 萬 | 0.03% | +282+4.5% | 加碼 |
| Cooper Financial Group | 6,527 | $26.4 萬 | 0.05% | +55+0.8% | 加碼 |
| Carnegie Capital Asset Management, LLC | 6,445 | $26.0 萬 | 0.01% | 00.0% | 不變 |
| Los Angeles Capital Management LLC | 6,443 | $26.0 萬 | 0.00% | 00.0% | 不變 |
| Greenleaf Trust | 6,352 | $25.7 萬 | 0.00% | −566−8.2% | 減碼 |
| Pecaut & Co. | 6,350 | $25.7 萬 | 0.10% | 00.0% | 不變 |
| Country Club Bank | 6,200 | $25.3 萬 | 0.02% | 00.0% | 不變 |
| Aspiriant, LLC | 6,243 | $25.2 萬 | 0.01% | 00.0% | 不變 |
| First Heartland Consultants, Inc. | 6,221 | $25.1 萬 | 0.03% | −72−1.1% | 減碼 |
| Quent Capital, LLC | 6,183 | $25.0 萬 | 0.03% | −138−2.2% | 減碼 |
| Searle & Co. | 6,000 | $24.2 萬 | 0.07% | 00.0% | 不變 |
| Whitener Capital Management, Inc. | 5,895 | $23.8 萬 | 0.09% | −70−1.2% | 減碼 |
| Whittier Trust Co of Nevada Inc | 5,737 | $23.2 萬 | 0.01% | +149+2.7% | 加碼 |
| Summit Global Investments | 5,706 | $23.1 萬 | 0.02% | +5,706 | 新進 |
| Simmons Bank | 5,578 | $22.5 萬 | 0.02% | +5,578 | 新進 |
| Kingsview Wealth Management, LLC | 5,382 | $21.8 萬 | 0.01% | −123,393−95.8% | 減碼 |
| GTS Securities LLC | 5,352 | $21.6 萬 | 0.00% | −3,436−39.1% | 減碼 |
| HM Payson & Co | 5,325 | $21.5 萬 | 0.00% | +400+8.1% | 加碼 |
| Panagora Asset Management Inc | 5,312 | $21.5 萬 | 0.00% | −41,425−88.6% | 減碼 |
| NorthRock Partners, LLC | 5,245 | $21.2 萬 | 0.01% | +5,245 | 新進 |
| MKT Advisors LLC | 5,275 | $21.2 萬 | 0.14% | +5,275 | 新進 |
| Cetera Advisor Networks LLC | 5,220 | $21.1 萬 | 0.00% | +5,220 | 新進 |
| Ethic Inc. | 5,198 | $21.0 萬 | 0.01% | −2,546−32.9% | 減碼 |
| Pitcairn Co | 5,169 | $20.9 萬 | 0.02% | +5,169 | 新進 |
| Capstone Investment Advisors, LLC | 5,163 | $20.9 萬 | 0.00% | +5,163 | 新進 |
| Pure Financial Advisors, Inc. | 5,003 | $20.2 萬 | 0.01% | +5,003 | 新進 |
| Pittenger & Anderson Inc | 5,000 | $20.2 萬 | 0.01% | 00.0% | 不變 |
| Signaturefd, LLC | 4,993 | $20.2 萬 | 0.00% | −170−3.3% | 減碼 |
| Centiva Capital, LP | 4,978 | $20.1 萬 | 0.01% | +4,978 | 新進 |
| CIBC Asset Management Inc | 4,974 | $20.1 萬 | 0.00% | +4,974 | 新進 |
| Cubist Systematic Strategies, LLC | 4,735 | $19.1 萬 | 0.00% | −221,568−97.9% | 減碼 |
| Vestor Capital, LLC | 4,646 | $18.8 萬 | 0.02% | 00.0% | 不變 |
| Acadian Asset Management LLC | 4,229 | $17.0 萬 | 0.00% | −8,394−66.5% | 減碼 |
| Belmont Capital, LLC | 4,071 | $16.5 萬 | 0.07% | 00.0% | 不變 |
| Group One Trading, L.P. | 3,941 | $15.9 萬 | 0.01% | +475+13.7% | 加碼 |
| NBC Securities, Inc. | 3,958 | $15.9 萬 | 0.02% | −116−2.8% | 減碼 |
| Advisory Services Network, LLC | 3,680 | $14.9 萬 | 0.00% | −4,054−52.4% | 減碼 |
| Spire Wealth Management | 3,575 | $14.3 萬 | 0.00% | −25−0.7% | 減碼 |
| Compass Wealth Management LLC | 3,125 | $12.6 萬 | 0.04% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 2,900 | $11.7 萬 | 0.06% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 2,709 | $10.9 萬 | 0.01% | −511−15.9% | 減碼 |
| Institutional & Family Asset Management, LLC | 2,628 | $10.6 萬 | 0.02% | 00.0% | 不變 |
| Colonial Trust Co | 2,578 | $10.4 萬 | 0.02% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 2,572 | $10.4 萬 | 0.02% | +6+0.2% | 加碼 |
| Fifth Third Bancorp | 2,428 | $9.81 萬 | 0.00% | −145−5.6% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 2,258 | $9.12 萬 | 0.00% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 2,250 | $9.09 萬 | 0.00% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 1,843 | $7.40 萬 | 0.01% | −3,570−66.0% | 減碼 |
| Harbour Investments, Inc. | 1,754 | $7.09 萬 | 0.00% | +25+1.4% | 加碼 |
| Headlands Technologies LLC | 1,751 | $7.08 萬 | 0.02% | +1,751 | 新進 |
| Geneos Wealth Management Inc. | 1,630 | $6.59 萬 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 1,500 | $6.06 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 1,341 | $5.42 萬 | 0.00% | −397−22.8% | 減碼 |
| Federation des caisses Desjardins du Quebec | 1,275 | $5.15 萬 | 0.00% | −2,350−64.8% | 減碼 |
| GWM Advisors LLC | 1,262 | $5.10 萬 | 0.00% | +508+67.4% | 加碼 |
| Albion Financial Group | 1,260 | $5.09 萬 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 1,225 | $5.00 萬 | 0.03% | −999−44.9% | 減碼 |
| Washington Trust Advisors, Inc. | 1,232 | $4.98 萬 | 0.00% | 00.0% | 不變 |
| Altshuler Shaham Ltd | 1,158 | $4.68 萬 | 0.00% | +1,158 | 新進 |
| Allworth Financial LP | 1,126 | $4.55 萬 | 0.00% | +407+56.6% | 加碼 |
| Ronald Blue Trust, Inc. | 1,196 | $4.40 萬 | 0.00% | −166−12.2% | 減碼 |
| CWM, LLC | 1,040 | $4.20 萬 | 0.00% | −67−6.1% | 減碼 |
| Pin Oak Investment Advisors Inc | 900 | $3.60 萬 | 0.04% | 00.0% | 不變 |
| Mitsubishi UFJ Trust & Banking Corp | 796 | $3.22 萬 | 0.00% | +796 | 新進 |
| Naples Money Management LLC | 720 | $2.91 萬 | 0.03% | +720 | 新進 |
| Cambridge Trust Co | 679 | $2.74 萬 | 0.00% | 00.0% | 不變 |
| Highlander Capital Management, LLC | 678 | $2.74 萬 | 0.01% | 00.0% | 不變 |