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。
2024 年第 1 季 13F 持有人
Jefferies Financial Group Inc. 在 2024/3/31 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
- 480
- 較 2023 年第 4 季 +9 家
- 持有股數
- 1.30 億
- 較 2023 年第 4 季 +162.4 萬 (+1.3%)
- 總市值
- $57.4 億
- 較 2023 年第 4 季 +$5.34 億 (+10.3%)
- 新進機構
- 58
- 另有 145 家加碼
- 清倉機構
- 49
- 另有 165 家減碼
另有 4 家機構在 2023 年第 4 季持有、還沒有申報 2024 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 |
2024 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 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 16,033,785 | $7.07 億 | 0.01% | −1,456,208−8.3% | 減碼 |
| BlackRock Inc. | 15,742,939 | $6.94 億 | 0.02% | −9,074−0.1% | 減碼 |
| Allspring Global Investments Holdings, LLC | 6,113,391 | $2.70 億 | 0.42% | +2,876,529+88.9% | 加碼 |
| First Pacific Advisors, LP | 5,420,370 | $2.39 億 | 3.35% | −3,380−0.1% | 減碼 |
| State Street Corp | 5,329,583 | $2.35 億 | 0.01% | +96,333+1.8% | 加碼 |
| Dimensional Fund Advisors LP | 4,155,953 | $1.83 億 | 0.05% | −249,913−5.7% | 減碼 |
| Alliancebernstein L.P. | 3,250,558 | $1.43 億 | 0.05% | −393,217−10.8% | 減碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 3,006,870 | $1.33 億 | 0.45% | −16,707−0.6% | 減碼 |
| Donald Smith & Co., Inc. | 2,856,568 | $1.26 億 | 2.93% | −415,676−12.7% | 減碼 |
| Geode Capital Management, LLC | 2,783,500 | $1.23 億 | 0.01% | +127,500+4.8% | 加碼 |
| Norges Bank | 2,416,439 | $1.07 億 | 0.02% | +217,685+9.9% | 加碼 |
| Invesco Ltd. | 2,250,505 | $9,925 萬 | 0.02% | +116,300+5.4% | 加碼 |
| Bank of New York Mellon Corp | 2,134,614 | $9,414 萬 | 0.02% | −76,908−3.5% | 減碼 |
| JPMorgan Chase & Co | 2,010,932 | $8,868 萬 | 0.01% | +95,196+5.0% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 1,890,122 | $8,335 萬 | 0.08% | +348,052+22.6% | 加碼 |
| Morgan Stanley | 1,822,414 | $8,037 萬 | 0.01% | +357,119+24.4% | 加碼 |
| Alyeska Investment Group, L.P. | 1,757,120 | $7,749 萬 | 0.48% | +952,594+118.4% | 加碼 |
| Principal Financial Group Inc | 1,707,433 | $7,530 萬 | 0.04% | +199,662+13.2% | 加碼 |
| Beck Mack & Oliver LLC | 1,696,418 | $7,481 萬 | 1.52% | −43,730−2.5% | 減碼 |
| Nuveen Asset Management, LLC | 1,683,893 | $7,426 萬 | 0.02% | +694,363+70.2% | 加碼 |
| Barclays PLC | 1,633,429 | $7,203 萬 | 0.03% | +1,086,891+198.9% | 加碼 |
| Captrust Financial Advisors | 1,523,671 | $6,719 萬 | 0.25% | −66,915−4.2% | 減碼 |
| Northern Trust Corp | 1,406,498 | $6,203 萬 | 0.01% | −428,890−23.4% | 減碼 |
| Miller Howard Investments Inc | 1,383,123 | $6,100 萬 | 2.00% | −18,021−1.3% | 減碼 |
| Millennium Management LLC | 1,276,071 | $5,627 萬 | 0.05% | −495,409−28.0% | 減碼 |
| Private Management Group Inc | 1,275,873 | $5,627 萬 | 2.13% | −141,149−10.0% | 減碼 |
| Charles Schwab Investment Management Inc | 1,225,434 | $5,404 萬 | 0.01% | +27,738+2.3% | 加碼 |
| Moerus Capital Management LLC | 1,063,029 | $4,688 萬 | 14.70% | −116,123−9.8% | 減碼 |
| Zurich Insurance Group Ltd | 1,058,794 | $4,669 萬 | 0.43% | +45,348+4.5% | 加碼 |
| Burgundy Asset Management Ltd. | 1,051,969 | $4,639 萬 | 0.48% | +11,465+1.1% | 加碼 |
| LSV Asset Management | 1,040,600 | $4,589 萬 | 0.09% | −149,900−12.6% | 減碼 |
| Janus Henderson Group PLC | 1,000,659 | $4,413 萬 | 0.02% | −177,749−15.1% | 減碼 |
| Private Capital Management, LLC | 812,425 | $3,583 萬 | 4.05% | −132,500−14.0% | 減碼 |
| Hosking Partners LLP | 784,140 | $3,458 萬 | 1.28% | −2,387−0.3% | 減碼 |
| Qube Research & Technologies Ltd | 732,538 | $3,230 萬 | 0.06% | +309,949+73.3% | 加碼 |
| Goldman Sachs Group Inc | 711,074 | $3,136 萬 | 0.01% | +48,615+7.3% | 加碼 |
| Loomis Sayles & Co L P | 665,950 | $2,937 萬 | 0.04% | +249,505+59.9% | 加碼 |
| Bank of America Corp | 597,428 | $2,635 萬 | 0.00% | +95,554+19.0% | 加碼 |
| STRS Ohio | 591,742 | $2,610 萬 | 0.10% | +4,330+0.7% | 加碼 |
| Cinctive Capital Management LP | 560,978 | $2,474 萬 | 1.27% | +228,768+68.9% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 560,073 | $2,470 萬 | 4.67% | −7,868−1.4% | 減碼 |
| Retirement Systems of Alabama | 511,907 | $2,258 萬 | 0.09% | +13,567+2.7% | 加碼 |
| Rhumbline Advisers | 495,093 | $2,183 萬 | 0.02% | −25,606−4.9% | 減碼 |
| Ameriprise Financial Inc | 468,085 | $2,064 萬 | 0.01% | −50,697−9.8% | 減碼 |
| GoodHaven Capital Management, LLC | 449,558 | $1,983 萬 | 7.46% | 00.0% | 不變 |
| Cerity Partners LLC | 448,999 | $1,980 萬 | 0.05% | +252,442+128.4% | 加碼 |
| FMR LLC | 441,638 | $1,948 萬 | 0.00% | −262,077−37.2% | 減碼 |
| Berkshire Hathaway Inc大師波克夏 | 433,558 | $1,912 萬 | 0.01% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 431,673 | $1,904 萬 | 0.02% | +117,142+37.2% | 加碼 |
| Marshall Wace, LLP | 417,974 | $1,843 萬 | 0.03% | +417,974 | 新進 |
| Guggenheim Capital LLC | 417,545 | $1,841 萬 | 0.13% | +116,998+38.9% | 加碼 |
| Robotti Robert | 417,229 | $1,840 萬 | 2.50% | −3,605−0.9% | 減碼 |
| Legal & General Group Plc | 412,961 | $1,821 萬 | 0.01% | −33,572−7.5% | 減碼 |
| Russell Investments Group, Ltd. | 410,988 | $1,813 萬 | 0.03% | +16,909+4.3% | 加碼 |
| NewEdge Wealth, LLC | 399,525 | $1,754 萬 | 0.39% | +43,146+12.1% | 加碼 |
| Balyasny Asset Management LLC | 395,488 | $1,744 萬 | 0.04% | +364,242+1,165.7% | 加碼 |
| SEI Investments Co | 376,597 | $1,661 萬 | 0.02% | +180,702+92.2% | 加碼 |
| California Public Employees Retirement System | 343,321 | $1,514 萬 | 0.01% | −14,789−4.1% | 減碼 |
| Swiss National Bank | 332,400 | $1,466 萬 | 0.01% | +600+0.2% | 加碼 |
| UBS Asset Management Americas Inc | 326,568 | $1,440 萬 | 0.01% | −7,251−2.2% | 減碼 |
| Fisher Asset Management, LLC | 317,546 | $1,400 萬 | 0.01% | −12,513−3.8% | 減碼 |
| Rock Point Advisors, LLC | 316,738 | $1,397 萬 | 4.15% | −36,639−10.4% | 減碼 |
| First Manhattan Co | 306,767 | $1,353 萬 | 0.04% | −5,376−1.7% | 減碼 |
| Oppenheimer & Co Inc | 293,559 | $1,295 萬 | 0.21% | −162,403−35.6% | 減碼 |
| Raymond James & Associates | 283,479 | $1,250 萬 | 0.01% | +49,325+21.1% | 加碼 |
| Bamco Inc | 279,528 | $1,233 萬 | 0.03% | 00.0% | 不變 |
| Cambria Investment Management, L.P. | 276,516 | $1,219 萬 | 0.73% | −1,310−0.5% | 減碼 |
| Wells Fargo & Company | 270,787 | $1,194 萬 | 0.00% | +8,408+3.2% | 加碼 |
| Colony Group, LLC | 267,322 | $1,179 萬 | 0.10% | +13,885+5.5% | 加碼 |
| New York State Teachers Retirement System | 246,645 | $1,088 萬 | 0.02% | −8,306−3.3% | 減碼 |
| Interval Partners, LP | 238,271 | $1,051 萬 | 0.40% | −55,368−18.9% | 減碼 |
| ACR Alpine Capital Research, LLC | 237,381 | $1,047 萬 | 0.32% | +5,652+2.4% | 加碼 |
| Boston Partners | 235,066 | $1,037 萬 | 0.01% | −48,646−17.1% | 減碼 |
| Citadel Advisors LLC | 226,852 | $1,000 萬 | 0.01% | +131,273+137.3% | 加碼 |
| American International Group, Inc. | 224,530 | $990.2 萬 | 0.04% | −2,967−1.3% | 減碼 |
| Merrion Investment Management Co, LLC | 214,314 | $945.1 萬 | 6.75% | 00.0% | 不變 |
| AQR Capital Management LLC | 191,379 | $844.0 萬 | 0.01% | −47,858−20.0% | 減碼 |
| State Board of Administration of Florida Retirement System | 263,504 | $836.4 萬 | 0.02% | +14,612+5.9% | 加碼 |
| Credit Suisse AG | 185,996 | $820.2 萬 | 0.01% | −4,411−2.3% | 減碼 |
| Two Sigma Investments, LP | 185,454 | $817.9 萬 | 0.02% | +72,730+64.5% | 加碼 |
| Lafayette Investments, Inc. | 184,723 | $814.6 萬 | 1.83% | −708−0.4% | 減碼 |
| Voloridge Investment Management, LLC | 180,472 | $795.9 萬 | 0.03% | +180,472 | 新進 |
| Squarepoint Ops LLC | 177,801 | $784.1 萬 | 0.03% | −69,807−28.2% | 減碼 |
| California State Teachers Retirement System | 171,755 | $757.4 萬 | 0.01% | −10,151−5.6% | 減碼 |
| Schonfeld Strategic Advisors LLC | 168,844 | $744.6 萬 | 0.06% | −62,035−26.9% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 158,630 | $699.6 萬 | 0.30% | +8,615+5.7% | 加碼 |
| Redwood Investment Management, LLC | 156,723 | $691.1 萬 | 0.66% | +42,323+37.0% | 加碼 |
| American Century Companies Inc | 155,434 | $685.5 萬 | 0.00% | +107,473+224.1% | 加碼 |
| Great West Life Assurance Co | 150,582 | $663.8 萬 | 0.01% | +4,336+3.0% | 加碼 |
| Iat Reinsurance Co Ltd. | 360,872 | $662.7 萬 | 2.95% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 150,199 | $662.4 萬 | 0.01% | +7,713+5.4% | 加碼 |
| Waterfront Wealth Inc. | 150,805 | $657.8 萬 | 1.84% | +942+0.6% | 加碼 |
| Texas Permanent School Fund | 148,388 | $654.4 萬 | 0.05% | +2,963+2.0% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 147,755 | $651.6 萬 | 0.15% | 00.0% | 不變 |
| Royal Bank of Canada | 147,748 | $651.5 萬 | 0.00% | +30,016+25.5% | 加碼 |
| Gabelli Funds LLC | 147,110 | $648.8 萬 | 0.05% | −9,500−6.1% | 減碼 |
| State of Wisconsin Investment Board | 142,541 | $628.6 萬 | 0.02% | −17,996−11.2% | 減碼 |
| Two Sigma Advisers, LP | 139,600 | $615.6 萬 | 0.01% | +67,800+94.4% | 加碼 |
| UBS Group AG | 139,313 | $614.4 萬 | 0.00% | +29,050+26.3% | 加碼 |
| ExodusPoint Capital Management, LP | 135,034 | $595.5 萬 | 0.07% | +107,677+393.6% | 加碼 |