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 3 季 13F 持有人
Jefferies Financial Group Inc. 在 2024/9/30 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
- 534
- 較 2024 年第 2 季 +47 家
- 持有股數
- 1.45 億
- 較 2024 年第 2 季 +2,574 萬 (+21.5%)
- 總市值
- $89.4 億
- 較 2024 年第 2 季 +$29.8 億 (+50.1%)
- 新進機構
- 90
- 另有 139 家加碼
- 清倉機構
- 43
- 另有 197 家減碼
另有 6 家機構在 2024 年第 2 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| HMS Capital Management, LLC | 10,042 | $61.8 萬 | 0.30% | +20.0% | 加碼 |
| Am Investment Strategies LLC | 10,000 | $61.6 萬 | 0.15% | −122−1.2% | 減碼 |
| Ci Investments Inc. | 9,733 | $59.9 萬 | 0.00% | +1,154+13.5% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,375 | $57.7 萬 | 0.09% | 00.0% | 不變 |
| Quadrature Capital Ltd | 9,347 | $57.5 萬 | 0.01% | −4,292−31.5% | 減碼 |
| Yelin Lapidot Holdings Management Ltd. | 8,652 | $53.3 萬 | 0.09% | 00.0% | 不變 |
| Petrus Trust Company, LTA | 8,410 | $51.8 萬 | 0.05% | +68+0.8% | 加碼 |
| BFSG, LLC | 8,356 | $51.4 萬 | 0.06% | −1,265−13.1% | 減碼 |
| Simmons Bank | 8,317 | $51.2 萬 | 0.04% | +1,890+29.4% | 加碼 |
| Western Wealth Management, LLC | 8,184 | $50.4 萬 | 0.03% | +8,184 | 新進 |
| Umb Bank N A | 8,080 | $49.7 萬 | 0.01% | +401+5.2% | 加碼 |
| Avantax Advisory Services, Inc. | 7,929 | $48.8 萬 | 0.00% | −326−3.9% | 減碼 |
| LMR Partners LLP | 7,800 | $48.0 萬 | 0.01% | +7,800 | 新進 |
| DekaBank Deutsche Girozentrale | 7,864 | $47.8 萬 | 0.00% | 00.0% | 不變 |
| Qsemble Capital Management, LP | 7,628 | $47.0 萬 | 0.09% | −21,020−73.4% | 減碼 |
| Crewe Advisors LLC | 7,546 | $46.4 萬 | 0.05% | 00.0% | 不變 |
| Boston Trust Walden Corp | 7,500 | $46.2 萬 | 0.00% | 00.0% | 不變 |
| Meeder Advisory Services, Inc. | 7,485 | $46.1 萬 | 0.03% | +369+5.2% | 加碼 |
| Forum Financial Management, LP | 7,290 | $44.9 萬 | 0.01% | +481+7.1% | 加碼 |
| Apexium Financial, LP | 7,163 | $44.1 萬 | 0.03% | 00.0% | 不變 |
| Shell Asset Management Co | 7,104 | $43.7 萬 | 0.02% | +7,104 | 新進 |
| ProShare Advisors LLC | 7,077 | $43.6 萬 | 0.00% | −923−11.5% | 減碼 |
| Northwestern Mutual Wealth Management Co | 6,785 | $41.8 萬 | 0.00% | +20+0.3% | 加碼 |
| Sherbrooke Park Advisers LLC | 6,715 | $41.3 萬 | 0.09% | −3,297−32.9% | 減碼 |
| Pinnacle Associates Ltd | 10,217 | $41.3 萬 | 0.01% | +1,854+22.2% | 加碼 |
| Shelton Capital Management | 6,706 | $41.3 萬 | 0.01% | −202−2.9% | 減碼 |
| Checchi Capital Advisers, LLC | 6,706 | $41.3 萬 | 0.03% | 00.0% | 不變 |
| Vident Advisory, LLC | 6,698 | $41.2 萬 | 0.01% | +1,242+22.8% | 加碼 |
| Atomi Financial Group, Inc. | 6,660 | $41.0 萬 | 0.03% | +1,261+23.4% | 加碼 |
| Cooper Financial Group | 6,657 | $41.0 萬 | 0.05% | +39+0.6% | 加碼 |
| Stephens Inc | 6,609 | $40.7 萬 | 0.01% | +6,609 | 新進 |
| Sage Capital Management, LLC | 6,560 | $40.4 萬 | 0.19% | +38+0.6% | 加碼 |
| MML Investors Services, LLC | 6,487 | $39.9 萬 | 0.00% | −311−4.6% | 減碼 |
| ClearAlpha Technologies LP | 6,456 | $39.7 萬 | 0.17% | −1,760−21.4% | 減碼 |
| Carnegie Capital Asset Management, LLC | 6,445 | $39.7 萬 | 0.01% | 00.0% | 不變 |
| Net Worth Advisory Group | 6,426 | $39.6 萬 | 0.12% | +6,426 | 新進 |
| Greenleaf Trust | 6,375 | $39.2 萬 | 0.00% | +125+2.0% | 加碼 |
| Panagora Asset Management Inc | 6,362 | $39.2 萬 | 0.00% | −21,130−76.9% | 減碼 |
| Pecaut & Co. | 6,350 | $39.1 萬 | 0.14% | 00.0% | 不變 |
| Robeco Institutional Asset Management B.V. | 6,335 | $39.0 萬 | 0.00% | −6,204−49.5% | 減碼 |
| Maple Capital Management, Inc. | 6,316 | $38.9 萬 | 0.03% | 00.0% | 不變 |
| First Heartland Consultants, Inc. | 6,265 | $38.6 萬 | 0.04% | +6+0.1% | 加碼 |
| CIBC Asset Management Inc | 6,162 | $37.9 萬 | 0.00% | +204+3.4% | 加碼 |
| Country Club Bank | 6,200 | $37.9 萬 | 0.03% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 6,141 | $37.8 萬 | 0.01% | −138−2.2% | 減碼 |
| Aspiriant, LLC | 6,074 | $37.4 萬 | 0.01% | 00.0% | 不變 |
| PFG Investments, LLC | 6,067 | $37.3 萬 | 0.02% | +15+0.2% | 加碼 |
| Searle & Co. | 6,000 | $36.9 萬 | 0.09% | 00.0% | 不變 |
| Baker Ellis Asset Management LLC | 6,000 | $36.9 萬 | 0.05% | 00.0% | 不變 |
| Quent Capital, LLC | 5,959 | $36.6 萬 | 0.04% | −103−1.7% | 減碼 |
| Daymark Wealth Partners, LLC | 5,925 | $36.5 萬 | 0.02% | +1,050+21.5% | 加碼 |
| Whitener Capital Management, Inc. | 5,895 | $36.3 萬 | 0.10% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 5,824 | $35.8 萬 | 0.01% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 5,813 | $35.8 萬 | 0.00% | −77,609−93.0% | 減碼 |
| NorthRock Partners, LLC | 5,732 | $35.3 萬 | 0.01% | +184+3.3% | 加碼 |
| Moody Aldrich Partners LLC | 5,689 | $35.0 萬 | 0.06% | +5,689 | 新進 |
| Sterling Capital Management LLC | 5,633 | $34.7 萬 | 0.00% | +5,633 | 新進 |
| USA Financial Portformulas Corp | 5,624 | $34.6 萬 | 0.05% | +5,624 | 新進 |
| Alaska Permanent Fund Corp | 5,622 | $34.6 萬 | 0.01% | 00.0% | 不變 |
| Fifth Third Wealth Advisors LLC | 5,421 | $33.4 萬 | 0.02% | −966−15.1% | 減碼 |
| Gsa Capital Partners LLP | 5,394 | $33.2 萬 | 0.03% | +5,394 | 新進 |
| MKT Advisors LLC | 5,275 | $32.9 萬 | 0.15% | 00.0% | 不變 |
| Penn Mutual Asset Management, LLC | 5,225 | $32.2 萬 | 0.64% | 00.0% | 不變 |
| Paradigm Financial Partners, LLC | 4,225 | $31.5 萬 | 0.04% | 00.0% | 不變 |
| Connor, Clark & Lunn Investment Management Ltd. | 5,089 | $31.3 萬 | 0.00% | +5,089 | 新進 |
| RSM US Wealth Management LLC | 5,057 | $31.3 萬 | 0.00% | +5,057 | 新進 |
| Pure Financial Advisors, Inc. | 5,003 | $30.8 萬 | 0.01% | 00.0% | 不變 |
| Pittenger & Anderson Inc | 5,000 | $30.8 萬 | 0.01% | 00.0% | 不變 |
| Signaturefd, LLC | 4,992 | $30.7 萬 | 0.01% | −36−0.7% | 減碼 |
| Truist Financial Corp | 4,888 | $30.1 萬 | 0.00% | +377+8.4% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 4,874 | $30.0 萬 | 0.01% | +4,874 | 新進 |
| Pitcairn Co | 4,823 | $29.7 萬 | 0.02% | −611−11.2% | 減碼 |
| Williams Jones Wealth Management, LLC. | 4,701 | $28.9 萬 | 0.00% | +10.0% | 加碼 |
| Vestor Capital, LLC | 4,646 | $28.6 萬 | 0.02% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 4,468 | $27.5 萬 | 0.00% | −51−1.1% | 減碼 |
| Pinnacle Financial Partners Inc | 4,325 | $26.6 萬 | 0.01% | 00.0% | 不變 |
| Alyeska Investment Group, L.P. | 4,293 | $26.4 萬 | 0.00% | −1,297,600−99.7% | 減碼 |
| Sanders Morris Harris LLC | 4,200 | $25.9 萬 | 0.04% | 00.0% | 不變 |
| MQS Management LLC | 4,159 | $25.6 萬 | 0.14% | +4,159 | 新進 |
| Blankinship & Foster, LLC | 4,146 | $25.5 萬 | 0.06% | 00.0% | 不變 |
| Hamilton Capital Partners Inc. | 4,130 | $25.4 萬 | 0.02% | 00.0% | 不變 |
| Profund Advisors LLC | 4,114 | $25.3 萬 | 0.01% | −284−6.5% | 減碼 |
| Diligent Investors, LLC | 4,100 | $25.2 萬 | 0.06% | 00.0% | 不變 |
| Toroso Investments, LLC | 4,098 | $25.2 萬 | 0.00% | +4,098 | 新進 |
| Ronald Blue Trust, Inc. | 5,050 | $25.1 萬 | 0.00% | +2,559+102.7% | 加碼 |
| Belmont Capital, LLC | 4,020 | $24.7 萬 | 0.04% | −51−1.3% | 減碼 |
| Engineers Gate Manager LP | 4,002 | $24.6 萬 | 0.00% | −30,070−88.3% | 減碼 |
| Carlson Capital Management | 4,000 | $24.6 萬 | 0.01% | +4,000 | 新進 |
| Meiji Yasuda Asset Management Co Ltd. | 3,995 | $24.6 萬 | 0.01% | −278−6.5% | 減碼 |
| Tiaa Trust, National Association | 3,990 | $24.6 萬 | 0.00% | +3,990 | 新進 |
| Capstone Investment Advisors, LLC | 3,984 | $24.5 萬 | 0.00% | +3,984 | 新進 |
| Creekside Partners | 3,910 | $24.1 萬 | 0.12% | +3,910 | 新進 |
| Campbell & CO Investment Adviser LLC | 3,888 | $23.9 萬 | 0.02% | +3,888 | 新進 |
| Ellevest, Inc. | 3,883 | $23.9 萬 | 0.01% | +3,883 | 新進 |
| Ariadne Wealth Management, LP | 3,336 | $23.5 萬 | 0.13% | +3,336 | 新進 |
| HM Payson & Co | 3,800 | $23.4 萬 | 0.00% | 00.0% | 不變 |
| Ethic Inc. | 5,297 | $23.4 萬 | 0.01% | −4,216−44.3% | 減碼 |
| Rafferty Asset Management, LLC | 3,743 | $23.0 萬 | 0.00% | −439−10.5% | 減碼 |
| Ritholtz Wealth Management | 3,715 | $22.9 萬 | 0.01% | +3,715 | 新進 |
| Financial Planning & Information Services, Inc. | 3,703 | $22.8 萬 | 0.03% | +3,703 | 新進 |