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 4 季 13F 持有人
Jefferies Financial Group Inc. 在 2024/12/31 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
- 584
- 較 2024 年第 3 季 +57 家
- 持有股數
- 1.53 億
- 較 2024 年第 3 季 +747.1 萬 (+5.1%)
- 總市值
- $119.6 億
- 較 2024 年第 3 季 +$30.4 億 (+34.1%)
- 新進機構
- 107
- 另有 168 家加碼
- 清倉機構
- 50
- 另有 213 家減碼
另有 7 家機構在 2024 年第 3 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 15,774,133 | $12.4 億 | 0.03% | +483,721+3.2% | 加碼 |
| Vanguard Group Inc | 15,354,633 | $12.0 億 | 0.02% | +22,287+0.1% | 加碼 |
| Sumitomo Mitsui Financial Group, Inc. | 9,247,081 | $7.25 億 | 9.66% | 00.0% | 不變 |
| Citigroup Inc | 7,994,877 | $6.27 億 | 0.60% | +6,387,621+397.4% | 加碼 |
| Allspring Global Investments Holdings, LLC | 6,165,589 | $4.87 億 | 0.78% | −345,092−5.3% | 減碼 |
| Alliancebernstein L.P. | 5,988,746 | $4.70 億 | 0.16% | +3,677,233+159.1% | 加碼 |
| FMR LLC | 5,381,149 | $4.22 億 | 0.03% | +2,094,191+63.7% | 加碼 |
| Invesco Ltd. | 5,293,767 | $4.15 億 | 0.08% | +1,127,335+27.1% | 加碼 |
| State Street Corp | 5,085,198 | $3.99 億 | 0.02% | +109,907+2.2% | 加碼 |
| Massachusetts Mutual Life Insurance Co | 4,655,231 | $3.65 億 | 20.43% | +8690.0% | 加碼 |
| JPMorgan Chase & Co | 3,941,692 | $3.09 億 | 0.02% | +1,437,179+57.4% | 加碼 |
| Dimensional Fund Advisors LP | 3,137,457 | $2.46 億 | 0.06% | −587,422−15.8% | 減碼 |
| First Pacific Advisors, LP | 2,801,498 | $2.20 億 | 3.14% | −1,112,782−28.4% | 減碼 |
| Geode Capital Management, LLC | 2,777,952 | $2.18 億 | 0.02% | −3,057−0.1% | 減碼 |
| Morgan Stanley | 2,769,659 | $2.17 億 | 0.02% | +853,565+44.5% | 加碼 |
| Barclays PLC | 2,134,431 | $1.67 億 | 0.08% | +120,044+6.0% | 加碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 2,048,009 | $1.61 億 | 0.55% | −382,816−15.7% | 減碼 |
| Bank of America Corp | 1,805,897 | $1.42 億 | 0.01% | +1,037,785+135.1% | 加碼 |
| Bank of New York Mellon Corp | 1,727,982 | $1.35 億 | 0.03% | −212,360−10.9% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 1,720,327 | $1.35 億 | 0.11% | −335,588−16.3% | 減碼 |
| Principal Financial Group Inc | 1,645,844 | $1.29 億 | 0.07% | +47,141+2.9% | 加碼 |
| Northern Trust Corp | 1,582,075 | $1.24 億 | 0.02% | +232,237+17.2% | 加碼 |
| Nuveen Asset Management, LLC | 1,414,739 | $1.11 億 | 0.03% | −116,860−7.6% | 減碼 |
| Artemis Investment Management LLP | 1,394,805 | $1.09 億 | 1.56% | +118,886+9.3% | 加碼 |
| Beck Mack & Oliver LLC | 1,357,834 | $1.06 億 | 1.97% | −37,279−2.7% | 減碼 |
| Miller Howard Investments Inc | 1,318,191 | $1.03 億 | 3.40% | −19,291−1.4% | 減碼 |
| Goldman Sachs Group Inc | 1,233,470 | $9,670 萬 | 0.02% | +54,294+4.6% | 加碼 |
| Charles Schwab Investment Management Inc | 1,151,171 | $9,025 萬 | 0.02% | −19,406−1.7% | 減碼 |
| Captrust Financial Advisors | 834,146 | $6,540 萬 | 0.19% | +451+0.1% | 加碼 |
| Assenagon Asset Management S.A. | 802,366 | $6,291 萬 | 0.11% | +490,389+157.2% | 加碼 |
| Fisher Asset Management, LLC | 778,763 | $6,106 萬 | 0.02% | −2,114−0.3% | 減碼 |
| LSV Asset Management | 756,100 | $5,928 萬 | 0.14% | −223,400−22.8% | 減碼 |
| Hosking Partners LLP | 693,117 | $5,434 萬 | 2.13% | −85,818−11.0% | 減碼 |
| Private Management Group Inc | 675,012 | $5,292 萬 | 1.91% | −236,058−25.9% | 減碼 |
| Two Sigma Investments, LP | 655,655 | $5,140 萬 | 0.12% | +57,964+9.7% | 加碼 |
| Moerus Capital Management LLC | 640,204 | $5,019 萬 | 18.32% | −343,084−34.9% | 減碼 |
| Deutsche Bank AG | 604,102 | $4,736 萬 | 0.02% | −86,160−12.5% | 減碼 |
| First Trust Advisors LP | 586,351 | $4,597 萬 | 0.04% | +225,873+62.7% | 加碼 |
| Zurich Insurance Group Ltd | 547,160 | $4,290 萬 | 0.35% | −118,536−17.8% | 減碼 |
| Neuberger Berman Group LLC | 543,878 | $4,264 萬 | 0.03% | −5,664−1.0% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 538,699 | $4,223 萬 | 7.52% | −7,579−1.4% | 減碼 |
| Private Capital Management, LLC | 516,020 | $4,046 萬 | 4.31% | −66,005−11.3% | 減碼 |
| Retirement Systems of Alabama | 496,392 | $3,892 萬 | 0.14% | +1950.0% | 加碼 |
| Janus Henderson Group PLC | 475,097 | $3,725 萬 | 0.02% | −37,003−7.2% | 減碼 |
| UBS Asset Management Americas Inc | 463,577 | $3,634 萬 | 0.01% | +30,730+7.1% | 加碼 |
| Rhumbline Advisers | 461,887 | $3,621 萬 | 0.03% | −15,247−3.2% | 減碼 |
| Voloridge Investment Management, LLC | 461,546 | $3,619 萬 | 0.13% | −164,194−26.2% | 減碼 |
| Norges Bank | 453,059 | $3,552 萬 | 0.00% | −1,370,188−75.2% | 減碼 |
| NewEdge Wealth, LLC | 450,139 | $3,529 萬 | 0.61% | +27,439+6.5% | 加碼 |
| GoodHaven Capital Management, LLC | 449,558 | $3,525 萬 | 11.37% | 00.0% | 不變 |
| Raymond James Financial Inc | 447,990 | $3,512 萬 | 0.01% | +447,990 | 新進 |
| Loomis Sayles & Co L P | 446,447 | $3,500 萬 | 0.04% | −56,605−11.3% | 減碼 |
| STRS Ohio | 442,960 | $3,473 萬 | 0.14% | −86,808−16.4% | 減碼 |
| Berkshire Hathaway Inc大師波克夏 | 433,558 | $3,399 萬 | 0.01% | 00.0% | 不變 |
| Two Sigma Advisers, LP | 432,200 | $3,388 萬 | 0.08% | +151,400+53.9% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 425,000 | $3,332 萬 | 0.48% | 00.0% | 不變 |
| SEI Investments Co | 423,033 | $3,317 萬 | 0.04% | +27,228+6.9% | 加碼 |
| Legal & General Group Plc | 413,807 | $3,244 萬 | 0.01% | +54,672+15.2% | 加碼 |
| Robotti Robert | 407,844 | $3,197 萬 | 5.61% | −1,672−0.4% | 減碼 |
| LPL Financial LLC | 375,531 | $2,944 萬 | 0.01% | +261,061+228.1% | 加碼 |
| Allianz Asset Management GmbH | 365,906 | $2,869 萬 | 0.04% | +104,602+40.0% | 加碼 |
| Ameriprise Financial Inc | 355,482 | $2,787 萬 | 0.01% | −17,370−4.7% | 減碼 |
| Russell Investments Group, Ltd. | 344,374 | $2,700 萬 | 0.04% | −40,880−10.6% | 減碼 |
| California Public Employees Retirement System | 334,790 | $2,625 萬 | 0.02% | −15,827−4.5% | 減碼 |
| Wells Fargo & Company | 320,455 | $2,512 萬 | 0.01% | +42,821+15.4% | 加碼 |
| Swiss National Bank | 303,200 | $2,377 萬 | 0.02% | −17,700−5.5% | 減碼 |
| Bamco Inc | 279,528 | $2,191 萬 | 0.06% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 278,333 | $2,182 萬 | 0.04% | −413,663−59.8% | 減碼 |
| Oppenheimer & Co Inc | 278,078 | $2,180 萬 | 0.33% | −21,219−7.1% | 減碼 |
| Franklin Resources Inc | 275,628 | $2,161 萬 | 0.01% | −4,398−1.6% | 減碼 |
| Colony Group, LLC | 268,342 | $2,104 萬 | 0.05% | +8,599+3.3% | 加碼 |
| Envestnet Asset Management Inc | 267,007 | $2,093 萬 | 0.01% | +140,037+110.3% | 加碼 |
| UBS Group AG | 264,961 | $2,077 萬 | 0.00% | +96,704+57.5% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 256,935 | $2,014 萬 | 0.34% | +256,935 | 新進 |
| Kames Capital plc | 255,318 | $2,003 萬 | 0.26% | −134,218−34.5% | 減碼 |
| Cerity Partners LLC | 286,619 | $1,832 萬 | 0.04% | −174,228−37.8% | 減碼 |
| First Manhattan Co | 217,399 | $1,704 萬 | 0.05% | −684−0.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 215,722 | $1,691 萬 | 0.03% | −24,290−10.1% | 減碼 |
| Merrion Investment Management Co, LLC | 211,714 | $1,660 萬 | 11.55% | −3,000−1.4% | 減碼 |
| New York State Teachers Retirement System | 209,289 | $1,641 萬 | 0.03% | −4,700−2.2% | 減碼 |
| Rock Point Advisors, LLC | 207,052 | $1,623 萬 | 4.73% | −7,634−3.6% | 減碼 |
| Intech Investment Management LLC | 195,670 | $1,534 萬 | 0.15% | +168,203+612.4% | 加碼 |
| Citadel Advisors LLC | 191,857 | $1,504 萬 | 0.01% | −1,067,378−84.8% | 減碼 |
| Corebridge Financial, Inc. | 184,347 | $1,445 萬 | 0.08% | −8,295−4.3% | 減碼 |
| Trivest Advisors Ltd | 178,640 | $1,401 萬 | 0.64% | +178,640 | 新進 |
| Lafayette Investments, Inc. | 177,217 | $1,389 萬 | 2.98% | −3,653−2.0% | 減碼 |
| Jane Street Group, LLC | 174,952 | $1,372 萬 | 0.02% | +55,239+46.1% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 172,151 | $1,350 萬 | 0.59% | +8,706+5.3% | 加碼 |
| Cambria Investment Management, L.P. | 159,444 | $1,250 萬 | 0.76% | −119,868−42.9% | 減碼 |
| Royal Bank of Canada | 158,342 | $1,241 萬 | 0.00% | +13,819+9.6% | 加碼 |
| Boston Partners | 150,710 | $1,181 萬 | 0.01% | −14,957−9.0% | 減碼 |
| Victory Capital Management Inc | 147,404 | $1,156 萬 | 0.01% | +57,799+64.5% | 加碼 |
| Waterfront Wealth Inc. | 146,655 | $1,150 萬 | 2.80% | −2,546−1.7% | 減碼 |
| California State Teachers Retirement System | 145,717 | $1,142 萬 | 0.01% | −12,409−7.8% | 減碼 |
| AQR Capital Management LLC | 145,295 | $1,139 萬 | 0.01% | +35,564+32.4% | 加碼 |
| Sequoia Financial Advisors, LLC | 143,871 | $1,128 萬 | 0.11% | +23,864+19.9% | 加碼 |
| Great West Life Assurance Co | 143,326 | $1,124 萬 | 0.02% | −33,201−18.8% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 141,364 | $1,108 萬 | 0.02% | −1,749−1.2% | 減碼 |
| Acadian Asset Management LLC | 138,006 | $1,082 萬 | 0.03% | +136,247+7,745.7% | 加碼 |
| Gabelli Funds LLC | 135,710 | $1,064 萬 | 0.08% | −3,200−2.3% | 減碼 |