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 |
|---|---|---|---|---|---|
| Paradigm Financial Partners, LLC | 4,730 | $37.1 萬 | 0.05% | +505+12.0% | 加碼 |
| Signaturefd, LLC | 4,740 | $37.2 萬 | 0.01% | −252−5.0% | 減碼 |
| Buckingham Strategic Partners | 4,807 | $37.7 萬 | 0.01% | +4,807 | 新進 |
| USA Financial Portformulas Corp | 4,891 | $38.3 萬 | 0.06% | −733−13.0% | 減碼 |
| Pure Financial Advisors, Inc. | 5,003 | $39.2 萬 | 0.01% | 00.0% | 不變 |
| Panagora Asset Management Inc | 5,066 | $39.7 萬 | 0.00% | −1,296−20.4% | 減碼 |
| Checchi Capital Advisers, LLC | 5,089 | $39.9 萬 | 0.03% | −1,617−24.1% | 減碼 |
| MKT Advisors LLC | 5,275 | $40.0 萬 | 0.17% | 00.0% | 不變 |
| Bleakley Financial Group, LLC | 5,143 | $40.3 萬 | 0.01% | +1,608+45.5% | 加碼 |
| Maven Securities LTD | 5,200 | $40.8 萬 | 0.07% | +5,200 | 新進 |
| Penn Mutual Asset Management, LLC | 5,225 | $41.0 萬 | 0.74% | 00.0% | 不變 |
| Insigneo Advisory Services, LLC | 5,338 | $41.8 萬 | 0.04% | +5,338 | 新進 |
| HB Wealth Management, LLC | 5,391 | $42.3 萬 | 0.00% | +5,391 | 新進 |
| M.E. Allison & Co., Inc. | 5,400 | $42.3 萬 | 0.47% | +5,400 | 新進 |
| Fifth Third Wealth Advisors LLC | 5,421 | $42.5 萬 | 0.02% | 00.0% | 不變 |
| D.A. Davidson & Co. | 5,593 | $43.9 萬 | 0.00% | +5,593 | 新進 |
| Whitener Capital Management, Inc. | 5,595 | $43.9 萬 | 0.12% | −300−5.1% | 減碼 |
| Alaska Permanent Fund Corp | 5,622 | $44.1 萬 | 0.01% | 00.0% | 不變 |
| Moody Aldrich Partners LLC | 5,661 | $44.4 萬 | 0.08% | −28−0.5% | 減碼 |
| NorthRock Partners, LLC | 5,741 | $45.0 萬 | 0.01% | +9+0.2% | 加碼 |
| BFSG, LLC | 5,764 | $45.2 萬 | 0.05% | −2,592−31.0% | 減碼 |
| Whittier Trust Co of Nevada Inc | 5,824 | $45.7 萬 | 0.01% | 00.0% | 不變 |
| Daymark Wealth Partners, LLC | 5,947 | $46.6 萬 | 0.02% | +22+0.4% | 加碼 |
| Searle & Co. | 6,000 | $47.0 萬 | 0.14% | 00.0% | 不變 |
| Baker Ellis Asset Management LLC | 6,000 | $47.0 萬 | 0.07% | 00.0% | 不變 |
| Aspiriant, LLC | 6,076 | $47.6 萬 | 0.02% | +20.0% | 加碼 |
| PFG Investments, LLC | 6,078 | $47.6 萬 | 0.03% | +11+0.2% | 加碼 |
| Truist Financial Corp | 6,118 | $48.0 萬 | 0.00% | +1,230+25.2% | 加碼 |
| HRT Financial LP | 6,128 | $48.0 萬 | 0.00% | −140,831−95.8% | 減碼 |
| Kingsview Wealth Management, LLC | 6,126 | $48.0 萬 | 0.01% | −15−0.2% | 減碼 |
| Shelton Capital Management | 6,127 | $48.0 萬 | 0.01% | −579−8.6% | 減碼 |
| Country Club Bank | 6,200 | $48.9 萬 | 0.03% | 00.0% | 不變 |
| Quent Capital, LLC | 6,281 | $49.2 萬 | 0.05% | +322+5.4% | 加碼 |
| Maple Capital Management, Inc. | 6,316 | $49.5 萬 | 0.04% | 00.0% | 不變 |
| First Heartland Consultants, Inc. | 6,320 | $49.5 萬 | 0.05% | +55+0.9% | 加碼 |
| Vident Advisory, LLC | 6,367 | $49.9 萬 | 0.01% | −331−4.9% | 減碼 |
| Simplex Trading, LLC | 6,397 | $50.1 萬 | 0.01% | +3,488+119.9% | 加碼 |
| Ibex Wealth Advisors | 6,420 | $50.3 萬 | 0.06% | −38,628−85.7% | 減碼 |
| Carnegie Capital Asset Management, LLC | 6,445 | $50.5 萬 | 0.01% | 00.0% | 不變 |
| Net Worth Advisory Group | 6,488 | $50.9 萬 | 0.15% | +62+1.0% | 加碼 |
| AdvisorShares Investments LLC | 6,500 | $51.0 萬 | 0.10% | +6,500 | 新進 |
| CIBC Asset Management Inc | 6,507 | $51.0 萬 | 0.00% | +345+5.6% | 加碼 |
| Greenleaf Trust | 6,554 | $51.4 萬 | 0.00% | +179+2.8% | 加碼 |
| Cooper Financial Group | 6,686 | $52.4 萬 | 0.06% | +29+0.4% | 加碼 |
| Farringdon Capital, Ltd. | 6,782 | $53.2 萬 | 0.22% | +6,782 | 新進 |
| Petra Financial Advisors Inc | 6,850 | $53.7 萬 | 0.37% | +6,850 | 新進 |
| Atomi Financial Group, Inc. | 7,012 | $55.0 萬 | 0.03% | +352+5.3% | 加碼 |
| Shell Asset Management Co | 7,095 | $55.6 萬 | 0.02% | −9−0.1% | 減碼 |
| HighPoint Advisor Group LLC | 7,861 | $56.5 萬 | 0.03% | +7,861 | 新進 |
| Apexium Financial, LP | 7,263 | $56.9 萬 | 0.03% | +100+1.4% | 加碼 |
| Ofi Invest Asset Management | 7,581 | $57.4 萬 | 0.01% | +7,581 | 新進 |
| Boston Trust Walden Corp | 7,500 | $58.8 萬 | 0.00% | 00.0% | 不變 |
| Crewe Advisors LLC | 7,546 | $59.2 萬 | 0.08% | 00.0% | 不變 |
| Alteri Wealth LLC | 7,562 | $59.3 萬 | 0.16% | +7,562 | 新進 |
| ProShare Advisors LLC | 7,595 | $59.5 萬 | 0.00% | +518+7.3% | 加碼 |
| Forum Financial Management, LP | 7,722 | $60.5 萬 | 0.01% | +432+5.9% | 加碼 |
| Meeder Advisory Services, Inc. | 7,774 | $60.9 萬 | 0.04% | +289+3.9% | 加碼 |
| DekaBank Deutsche Girozentrale | 7,864 | $61.4 萬 | 0.00% | 00.0% | 不變 |
| Congress Wealth Management LLC | 7,842 | $61.5 萬 | 0.01% | −20,282−72.1% | 減碼 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 8,017 | $62.9 萬 | 0.38% | +8,017 | 新進 |
| Umb Bank N A | 8,069 | $63.3 萬 | 0.01% | −11−0.1% | 減碼 |
| Northwestern Mutual Wealth Management Co | 8,166 | $64.0 萬 | 0.00% | +1,381+20.4% | 加碼 |
| Western Wealth Management, LLC | 8,216 | $64.4 萬 | 0.03% | +32+0.4% | 加碼 |
| Sterling Capital Management LLC | 8,223 | $64.5 萬 | 0.01% | +2,590+46.0% | 加碼 |
| Ci Investments Inc. | 8,227 | $64.5 萬 | 0.00% | −1,506−15.5% | 減碼 |
| Pinnacle Associates Ltd | 8,416 | $66.0 萬 | 0.01% | −1,801−17.6% | 減碼 |
| Yelin Lapidot Holdings Management Ltd. | 8,652 | $67.8 萬 | 0.12% | 00.0% | 不變 |
| Simmons Bank | 8,668 | $68.0 萬 | 0.05% | +351+4.2% | 加碼 |
| WR Wealth Planners, LLC | 9,017 | $70.7 萬 | 0.23% | +9,017 | 新進 |
| Stephens Inc | 9,080 | $71.2 萬 | 0.01% | +2,471+37.4% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 9,187 | $72.0 萬 | 0.00% | −1,119−10.9% | 減碼 |
| Gsa Capital Partners LLP | 9,245 | $72.5 萬 | 0.05% | +3,851+71.4% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,347 | $73.3 萬 | 0.11% | −28−0.3% | 減碼 |
| Winton Group Ltd | 9,511 | $74.6 萬 | 0.05% | +9,511 | 新進 |
| Maryland State Retirement & Pension System | 9,660 | $75.7 萬 | 0.02% | −614−6.0% | 減碼 |
| Man Group plc | 9,688 | $76.0 萬 | 0.00% | −80,912−89.3% | 減碼 |
| Algert Global LLC | 9,748 | $76.4 萬 | 0.02% | −115,134−92.2% | 減碼 |
| Friedenthal Financial | 9,845 | $77.2 萬 | 0.45% | +9,845 | 新進 |
| Am Investment Strategies LLC | 10,000 | $78.4 萬 | 0.19% | 00.0% | 不變 |
| HMS Capital Management, LLC | 10,033 | $78.7 萬 | 0.38% | −9−0.1% | 減碼 |
| Plato Investment Management Ltd | 10,009 | $78.8 萬 | 0.06% | +10,009 | 新進 |
| United Services Automobile Association | 10,338 | $81.0 萬 | 0.03% | −155−1.5% | 減碼 |
| Sylvest Advisors, LLC | 10,361 | $81.2 萬 | 0.50% | +10,361 | 新進 |
| Monetary Management Group Inc | 10,400 | $81.5 萬 | 0.21% | 00.0% | 不變 |
| FORA Capital, LLC | 10,439 | $81.8 萬 | 0.09% | +10,439 | 新進 |
| Farther Finance Advisors, LLC | 10,645 | $83.5 萬 | 0.03% | −341−3.1% | 減碼 |
| HSBC Holdings PLC | 10,802 | $85.2 萬 | 0.00% | +7,120+193.4% | 加碼 |
| Chou Associates Management Inc.大師Chou Associates | 10,987 | $86.1 萬 | 0.59% | 00.0% | 不變 |
| Connable Office Inc | 11,200 | $87.8 萬 | 0.09% | 00.0% | 不變 |
| Mitsubishi UFJ Trust & Banking Corp | 11,967 | $93.8 萬 | 0.00% | +11,967 | 新進 |
| Crossmark Global Holdings, Inc. | 12,202 | $95.6 萬 | 0.02% | +361+3.0% | 加碼 |
| Scientech Research LLC | 12,194 | $95.6 萬 | 0.27% | +12,194 | 新進 |
| Securian Asset Management, Inc | 12,272 | $96.2 萬 | 0.03% | −351−2.8% | 減碼 |
| Danske Bank A/S | 12,388 | $97.1 萬 | 0.00% | −493−3.8% | 減碼 |
| Roberts Capital Advisors, LLC | 12,594 | $98.7 萬 | 0.83% | 00.0% | 不變 |
| Silvercrest Asset Management Group LLC | 12,600 | $98.8 萬 | 0.01% | −1,745−12.2% | 減碼 |
| Prudential Financial Inc | 12,701 | $99.6 萬 | 0.00% | −1,799−12.4% | 減碼 |
| Mariner, LLC | 13,273 | $104.1 萬 | 0.00% | +1,487+12.6% | 加碼 |
| Coldstream Capital Management Inc | 13,553 | $106.3 萬 | 0.02% | +2,463+22.2% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 13,645 | $107.0 萬 | 0.07% | +13,645 | 新進 |