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 |
|---|---|---|---|---|---|
| Calamos Advisors LLC | 13,818 | $108.3 萬 | 0.00% | +3,091+28.8% | 加碼 |
| Redmont Wealth Advisors LLC | 13,829 | $108.4 萬 | 1.87% | −1,401−9.2% | 減碼 |
| Tower Research Capital LLC (TRC) | 13,998 | $109.7 萬 | 0.02% | −1,653−10.6% | 減碼 |
| Equitable Trust Co | 14,085 | $110.4 萬 | 0.06% | −2,835−16.8% | 減碼 |
| Avantax Advisory Services, Inc. | 14,088 | $110.5 萬 | 0.01% | +6,159+77.7% | 加碼 |
| Catalyst Financial Partners LLC | 14,102 | $110.6 萬 | 0.21% | +45+0.3% | 加碼 |
| Jefferies Financial Group Inc. | 14,133 | $110.8 萬 | 0.01% | +1,090+8.4% | 加碼 |
| Thoma Capital Management LLC | 14,413 | $113.0 萬 | 0.77% | +14,413 | 新進 |
| KWMG, LLC | 14,477 | $113.5 萬 | 0.12% | −1,090−7.0% | 減碼 |
| Lazard Asset Management LLC | 14,512 | $113.6 萬 | 0.00% | −61−0.4% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 14,496 | $113.6 萬 | 0.00% | +14,496 | 新進 |
| Ancora Advisors, LLC | 14,775 | $115.8 萬 | 0.03% | −325−2.2% | 減碼 |
| Citadel Investment Advisory, Inc. | 14,785 | $115.9 萬 | 0.60% | −100−0.7% | 減碼 |
| Fulton Bank, N.A. | 14,812 | $116.1 萬 | 0.04% | −12−0.1% | 減碼 |
| Shelton Wealth Management, LLC | 14,865 | $116.5 萬 | 0.64% | −995−6.3% | 減碼 |
| Harbor Advisors LLC | 15,000 | $117.6 萬 | 0.18% | 00.0% | 不變 |
| Joel Isaacson & Co., LLC | 15,025 | $117.8 萬 | 0.05% | 00.0% | 不變 |
| King Luther Capital Management Corp | 15,026 | $117.8 萬 | 0.01% | −388−2.5% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 14,591 | $118.2 萬 | 0.01% | +9,717+199.4% | 加碼 |
| Federated Hermes, Inc. | 15,439 | $121.0 萬 | 0.00% | +1,245+8.8% | 加碼 |
| Ethic Inc. | 15,781 | $123.7 萬 | 0.02% | +10,484+197.9% | 加碼 |
| Jain Global LLC | 16,336 | $128.1 萬 | 0.04% | +16,336 | 新進 |
| Catalyst Funds Management Pty Ltd | 16,450 | $129.0 萬 | 0.32% | +14,650+813.9% | 加碼 |
| Marshall Wace, LLP | 16,520 | $129.5 萬 | 0.00% | +16,520 | 新進 |
| Evercore Wealth Management, LLC | 16,663 | $130.6 萬 | 0.02% | −1,270−7.1% | 減碼 |
| Public Employees Retirement Association of Colorado | 17,034 | $133.5 萬 | 0.01% | −119−0.7% | 減碼 |
| Blair William & Co | 17,040 | $133.6 萬 | 0.00% | 00.0% | 不變 |
| Custom Index Systems, LLC | 17,175 | $134.7 萬 | 0.72% | +334+2.0% | 加碼 |
| Group One Trading, L.P. | 17,334 | $135.9 萬 | 0.05% | +17,334 | 新進 |
| MML Investors Services, LLC | 17,713 | $138.9 萬 | 0.00% | +11,226+173.1% | 加碼 |
| NorthCrest Asset Manangement, LLC | 17,850 | $139.9 萬 | 0.04% | 00.0% | 不變 |
| State of Alaska, Department of Revenue | 18,509 | $145.1 萬 | 0.02% | −350−1.9% | 減碼 |
| Highland Capital Management, LLC | 18,578 | $145.7 萬 | 0.08% | −518−2.7% | 減碼 |
| Carmel Capital Partners, LLC | 19,410 | $152.2 萬 | 0.61% | −64−0.3% | 減碼 |
| JustInvest LLC | 19,531 | $153.1 萬 | 0.02% | +733+3.9% | 加碼 |
| Moors & Cabot, Inc. | 19,750 | $154.8 萬 | 0.07% | −4,350−18.0% | 減碼 |
| Maxi Investments CY Ltd | 19,984 | $156.7 萬 | 0.30% | +19,984 | 新進 |
| Toroso Investments, LLC | 20,168 | $158.1 萬 | 0.01% | +16,070+392.1% | 加碼 |
| BNP Paribas Arbitrage, SA | 20,286 | $159.0 萬 | 0.00% | +2,555+14.4% | 加碼 |
| Bard Financial Services, Inc. | 20,800 | $163.1 萬 | 0.20% | −750−3.5% | 減碼 |
| AMG National Trust Bank | 20,724 | $163.5 萬 | 0.05% | −7,390−26.3% | 減碼 |
| Caxton Associates LP | 21,243 | $166.5 萬 | 0.05% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 21,313 | $167.1 萬 | 0.01% | −11,347−34.7% | 減碼 |
| Nomura Holdings Inc | 21,541 | $168.9 萬 | 0.01% | +21,541 | 新進 |
| Gotham Asset Management, LLC | 21,706 | $170.2 萬 | 0.02% | −44−0.2% | 減碼 |
| Summit Financial, LLC | 21,707 | $170.2 萬 | 0.06% | +104+0.5% | 加碼 |
| Pictet Asset Management Holding SA | 21,936 | $172.0 萬 | 0.00% | +1,255+6.1% | 加碼 |
| Storebrand Asset Management AS | 22,298 | $174.8 萬 | 0.01% | −515−2.3% | 減碼 |
| Bank of Montreal | 22,692 | $177.9 萬 | 0.00% | −110,096−82.9% | 減碼 |
| Condor Capital Management | 22,865 | $179.3 萬 | 0.16% | −212−0.9% | 減碼 |
| Mackenzie Financial Corp | 23,228 | $182.1 萬 | 0.00% | −2,013−8.0% | 減碼 |
| Redwood Investment Management, LLC | 23,347 | $183.0 萬 | 0.18% | −59,734−71.9% | 減碼 |
| Pathstone Holdings, LLC | 24,685 | $193.5 萬 | 0.01% | −4,793−16.3% | 減碼 |
| Parsons Capital Management Inc | 24,743 | $194.0 萬 | 0.11% | 00.0% | 不變 |
| QRG Capital Management, Inc. | 24,824 | $194.6 萬 | 0.02% | +334+1.4% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 25,000 | $196.0 萬 | 0.27% | 00.0% | 不變 |
| Centennial Bank | 25,016 | $196.1 萬 | 0.92% | −719−2.8% | 減碼 |
| Xponance, Inc. | 25,167 | $197.3 萬 | 0.02% | +1,001+4.1% | 加碼 |
| Hudson Bay Capital Management LP | 25,885 | $202.9 萬 | 0.01% | −89,029−77.5% | 減碼 |
| FJ Capital Management LLC | 26,236 | $205.7 萬 | 0.24% | +4,395+20.1% | 加碼 |
| XTX Topco Ltd | 26,429 | $207.2 萬 | 0.17% | +13,618+106.3% | 加碼 |
| GWM Advisors LLC | 26,909 | $211.0 萬 | 0.01% | +12,071+81.4% | 加碼 |
| Diversified Trust Co | 27,088 | $212.4 萬 | 0.05% | +27,088 | 新進 |
| Wedge Capital Management L L P | 27,978 | $219.3 萬 | 0.04% | −5,477−16.4% | 減碼 |
| Wellington Shields Capital Management, LLC | 28,000 | $219.5 萬 | 0.39% | 00.0% | 不變 |
| MBM Wealth Consultants, LLC | 27,843 | $220.0 萬 | 0.65% | −334−1.2% | 減碼 |
| Mercer Global Advisors Inc | 28,258 | $221.5 萬 | 0.01% | −6,219−18.0% | 減碼 |
| Credit Agricole S A | 28,271 | $221.6 萬 | 0.01% | +13,273+88.5% | 加碼 |
| Centiva Capital, LP | 28,335 | $222.1 萬 | 0.08% | +4,805+20.4% | 加碼 |
| Harbour Capital Advisors, LLC | 27,435 | $222.2 萬 | 0.50% | +5,890+27.3% | 加碼 |
| Illinois Municipal Retirement Fund | 28,781 | $225.6 萬 | 0.03% | 00.0% | 不變 |
| Utah Retirement Systems | 28,784 | $225.7 萬 | 0.02% | 00.0% | 不變 |
| Verition Fund Management LLC | 28,977 | $227.2 萬 | 0.01% | −7,973−21.6% | 減碼 |
| US Bancorp | 29,387 | $230.4 萬 | 0.00% | −1,262−4.1% | 減碼 |
| Stifel Financial Corp | 29,392 | $230.4 萬 | 0.00% | +19,157+187.2% | 加碼 |
| Lisanti Capital Growth, LLC | 29,575 | $231.9 萬 | 0.56% | +1,655+5.9% | 加碼 |
| Radnor Capital Management, LLC | 30,210 | $236.8 萬 | 0.40% | 00.0% | 不變 |
| Modera Wealth Management, LLC | 30,650 | $240.3 萬 | 0.03% | +95+0.3% | 加碼 |
| Intrinsic Value Partners, LLC | 30,693 | $240.6 萬 | 2.42% | −670−2.1% | 減碼 |
| Sanctuary Advisors, LLC | 31,405 | $242.3 萬 | 0.02% | +1,914+6.5% | 加碼 |
| HighTower Advisors, LLC | 30,912 | $242.3 萬 | 0.00% | −499−1.6% | 減碼 |
| Creative Planning | 30,941 | $242.6 萬 | 0.00% | +2,668+9.4% | 加碼 |
| KLP Kapitalforvaltning AS | 31,200 | $244.6 萬 | 0.01% | +31,200 | 新進 |
| Ameritas Investment Partners, Inc. | 32,517 | $254.9 萬 | 0.08% | −788−2.4% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 32,655 | $256.0 萬 | 0.02% | +2,763+9.2% | 加碼 |
| Cetera Investment Advisers | 32,722 | $256.5 萬 | 0.01% | +14,809+82.7% | 加碼 |
| Oregon Public Employees Retirement Fund | 33,087 | $259.4 萬 | 0.05% | +234+0.7% | 加碼 |
| New Mexico Educational Retirement Board | 33,119 | $259.7 萬 | 0.09% | −3,881−10.5% | 減碼 |
| Park Avenue Securities LLC | 34,088 | $267.2 萬 | 0.03% | +9,582+39.1% | 加碼 |
| Natixis Advisors, L.P. | 34,933 | $273.9 萬 | 0.01% | +371+1.1% | 加碼 |
| TD Waterhouse Canada Inc. | 35,236 | $276.4 萬 | 0.02% | +32,849+1,376.2% | 加碼 |
| HWG Holdings LP | 35,333 | $277.0 萬 | 0.91% | −18,173−34.0% | 減碼 |
| LMR Partners LLP | 35,424 | $277.7 萬 | 0.05% | +27,624+354.2% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 35,854 | $281.1 萬 | 0.02% | +69+0.2% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 36,081 | $282.9 萬 | 0.06% | +65+0.2% | 加碼 |
| D. E. Shaw & Co., Inc. | 36,579 | $286.8 萬 | 0.00% | −221,332−85.8% | 減碼 |
| Rockefeller Capital Management L.P. | 38,338 | $300.6 萬 | 0.01% | −217−0.6% | 減碼 |
| State of Michigan Retirement System | 38,416 | $301.2 萬 | 0.02% | −100−0.3% | 減碼 |
| Kera Capital Partners, Inc. | 39,042 | $306.1 萬 | 0.88% | +39,042 | 新進 |
| Brinker Capital Investments, LLC | 39,196 | $307.3 萬 | 0.03% | +24,388+164.7% | 加碼 |